Raymond James 39th Annual Institutional Investors Conference March 2018
Key Investment Highlights Focused on Three Key Service Lines Demand Remains Strong Strong 4Q17 Results Revenues and EBITDA (MM) 4Q17 revenues of 369 million, net income of 64 million and adjusted Revenue EBITDA 369 EBITDA of 110…
Integrated North American Energy Services Completions Focused with Diversification into Infrastructure Completion and Production Services Natural Proppant Production Services Infrastructure Services Pressure Logistics…
Capex Budget Focused on Growing Organically 2018 Major Projects 2018 Capex (in Millions) Organically growing the continental U.S. infrastructure business 21 by roughly 100%, on a crew count, ultimately dependent on contract…
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…
Mammoth Value Creation Focused on Return on Capital 10/14/2016 (IPO Date) 3/2/2018 Market Capitalization Up 155% 500 Million 1.3 Billion 10/14/2016 (IPO Date) 3/2/2018 132% Outperformance vs OSX 13.26/share 123% Outperformance vs…
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…
Appendix
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 937…
Opportunities Created by Regional Sands No Matter The Outcome, The Need For Last-Mile Trucking Will Increase Regional Sands 4Q 2017 Sand Sales by Basin 60 million tons of new regional capacity announced to date spread across 16…
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…
Geographic Diversification Focused on the Most Active Basins by Design Basins Gas plays Oil / liquid plays Service Center Locations Headquarters 14 March 2018
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 2017 to meet…
History of The Mammoth Energy Portfolio Steady Organic Development and Diversification Mammoth is a platform for management teams to flourish Built to support in-demand services for unconventional resources in attractive…
Adjusted EBITDA Reconciliation Three Months Three Months Year Ended Year Ended Reconciliation of Adjusted EBITDA to Ended Ended December 31, December 31, net income (000s) December 31, 2017 December 31, 2016 2017 2016 Net…
Company Headquarters 14201 Caliber Drive, Suite 300 Oklahoma City, OK 73134 405-608-6007 investorsmammothenergy.com 20 March 2018
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