NASDAQ:TUSK Jefferies Energy Conference November 28, 2017
Key Investment Highlights Focused on Three Key Service Lines Demand Remains Strong STRONG 3Q17 3Q17 revenues of 149 million, net loss of 0.8 million and adjusted EBITDA of 28 mm(1) RESULTS 3Q17 EBITDA margins increased to 19% (up…
Third Quarter 2017 Results Strong EBITDA Generation 3Q 2017 Results Revenues and EBITDA (MM) Revenue EBITDA Revenue and EBITDA generation of 149 million and 28 million, resulting in a margin of 19% Completed 1,617 high pressure…
Integrated North American Oil Field Services Portfolio Offers Broad Geographic and Service Diversification Completion and Production Services Natural Proppant Production Services Other Energy Services Pressure Logistics…
US Rig Count Driving Pressure Pumping Demand Service Intensity Driving Larger Pressure Pumping Fleets Rig count & efficiency driving frac demand US Land Rig Count 1,400 Rig efficiencies and longer laterals are driving the need for…
Proppant Demand Set to Eclipse 2014 Highs Higher Intensity Completions and Longer Laterals Driving Higher Sand Demand Average Lateral Lengths Increasing (feet) Sand Concentrations (lb/ft) 9,000 3,000 Permian SCOOP/STACK…
Increasing Earnings Leverage to Spot Market Frac Capacity Additions Rapidly Adding to Growth Potential Balance sheet positioned for organic growth Increasing Exposure to Improving Spot Market Potential HP Additions based on customer…
Sand Assets Strategically Positioned 4 Million Tons per Annum (Mtpa) of Capacity Located on Multiple National Railways(1) Direct Access to Major Railways Taylor Frac located on the Canadian National Railway (CN) providing low cost…
Opportunities Created by Regional Sands No Matter The Outcome, The Need For Last-Mile Trucking Will Increase Regional Sands 3Q 2017 Sand Sales by Basin 60 million tons of new regional capacity announced to date spread across 16…
Geographic Diversification Focused on the Most Attractive Basins by Design Basins Gas plays Oil / liquid plays Service Center Locations Headquarters 10 November 2017
TUSK Well Positioned vs Peers Compelling Value Compelling value opportunity versus peers EV / 2018 EBITDA (Consensus Estimates) (2) Trading at substantial discount to peer group despite superior balance sheet and service…
Divisional Overview
Pressure Pumping Services Stingray Pressure Pumping and Logistics Pressure Pumping Services Hydraulic fracturing services and pumping operations 117 high-pressure fracturing units and ancillary equipment 291,750 Hydraulic…
Natural Sand Proppant Services 4.4 Million Tons Per Annum (Mtpa) of Processing Capacity (1) Services Summary Estimated reserves of 75 million tons(2) which meets or exceeds all API standards required for todays modern completions…
Contract Land Drilling and Rig Moving Services Horizontal and Vertical Drilling and Related Services Services Summary Contract drilling services in the Permian Basin for both horizontal and vertical wells 13 drilling rigs 9…
Directional Drilling Services Personnel and Tools to Accurately Drill Unconventional Reservoirs Services Summary Panther directional drilling services allow for efficient drilling of wellbores within precise location parameters 7…
Well Services Cementing, Water Transfer, Rental Equipment, Pressure Control and Flowback Services Stingray Cementing Services Trusted provider of cementing services in the Utica/Marcellus Expanded fleet 66% in 1Q to meet customer…
Other Energy Services Provides Counter Cyclical Earnings Growth Energy Cobra acquired two separate businesses in mid 2017, which were well respected in the T&D industry with deep client relationships, but capital constrained. Expect…
History of Mammoth Energy Portfolio Steady Organic Development and Diversification Mammoth is a platform for OFS management teams to flourish We believe that management is a key driver of value in OFS thus are pursuing teams Built…
Strong History of Value Creation in OFS / Energy Sponsor Focus on Developing Assets in Best Basins Wexford Capital LP has a strong track record of value creation in OFS, Midstream and E&P Great White Energy Services Diamondback…
Adjusted EBITDA Reconciliation Three Months Ended Three Months Ended Reconciliation of Adjusted EBITDA to net loss: September 30, 2017 September 30, 2016 Net Loss (800,827) (2,978,626) Depreciation Depletion Accretion and…
Company Headquarters 14201 Caliber Drive, Suite 300 Oklahoma City, OK 73134 405-608-6007 investorsmammothenergy.com
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