Key Investment Highlights Focused on Three Key Service Lines Demand Remains Strong STRONG 3Q17 RESULTS Revenues and EBITDA (MM) 3Q17 revenues of 149 million, net loss of 0.8 million and adjusted Revenue EBITDA EBITDA of 28…
Integrated North American Energy Services Completions Focused with Diversification into Infrastructure Completions focused service lines with pressure pumping and sand the backbone of our business Comprehensive services offering…
Pressure Pumping Services Strong Reputation Among Leading E&P Companies Pressure Pumping Services 6 high pressure pumping fleets (50,000 Hhp each) 117 high-pressure fracturing units and ancillary equipment 292,000 Hydraulic…
Natural Sand Proppant Services 4.4 Million Tons Per Annum (Mmtpa) of Processing Capacity (1) Services Summary Take-or-pay contracts in place covering 30% of expected volumes, at attractive pricing Expansion of Taylor Frac and…
Infrastructure Services Provides Counter Cyclical Earnings Growth Infrastructure Construction Cobra acquired two separate businesses in mid 2017, which were well respected in the T&D industry with deep client relationships, but…
Geographic Diversification Focused on the Most Active Basins by Design Basins Gas plays Oil / liquid plays Service Center Locations Headquarters 7 January 2018
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…
Industry Outlook
US Rig Count Driving Pressure Pumping Demand Service Intensity Driving Larger Pressure Pumping Fleets Rig count & efficiency driving frac demand US Rig Count 1,400 Rig efficiencies and longer laterals are driving the need for more…
Proppant Demand Set to Eclipse 2014 Highs Higher Intensity Completions and Longer Laterals Driving Higher Sand Demand Average Lateral Lengths Increasing (feet) Sand Concentrations Increasing (lb/ft) 9,000 3,000 Permian SCOOP/STACK…
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 17…
Appendix
Sand Assets Strategically Positioned 4.4 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…
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 2017 to meet…
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…
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…
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