INVESTOR PRESENTATION JANUARY 2019 NYSE: HCLP hicrush.com
Business Update
Hi-Crushs Unique Service Offering Emerge Energy U.S. Silica Covia Smart Sand Solaris Services Northern White In-Basin MINE. Owned & Operated Terminal Network MOVE. Containerized Last Mile Solution Silo-Based Last…
Business Updates Volume Update: Sales volumes for 4Q 2018 were 2.0mm tons, reflecting weaker than expected completions activity and timing of our customers work Strong Balance Sheet: Suspending quarterly distribution in response to…
Maintaining Capital Discipline Hi-Crush Action Rationale Current cash balance alone funds maintenance capex and Maintaining Capex remaining growth capex from 2018 expansion projects Flexibility 2019 growth capex is flexible and…
Suspending the Distribution Maintaining balance sheet strength in response to current market conditions and retaining flexibility Current Market Maintain Strong Cash Future Conditions Balance Sheet Position Flexibility What…
Sustainable Capital Position Balance sheet flexibility enables Hi-Crush to respond to changing market dynamics and opportunities Strong Flexible Conservative Cash & liquidity Capital position Leverage vs. peers 114mm1 No 444mm /…
Continued Focus on Logistics Expansion Hi-Crush continues to execute on its Mine. Move. Manage. operating strategy through the expansion of its industry-leading proppant logistics platform Equipment Acquisition FB Atlas conveyor…
The Premier Last Mile Service with Unrivaled Flexibility PropStream is the industrys most flexible and only fully-integrated last mile service offering both silo and container systems Containers Silo System Flexible wellsite footprint…
Focus on Growing Relationships with E&Ps PropStreams integrated proppant logistics service complements Hi-Crushs focus on serving E&P customers Container Crews1 Silo Crews1 % E&P Sales Volumes 51% 40% 33% 31% 8 25% 16 16 14%…
The Benefits of Aligning with E&P Customers Relationship Driven: Long project lead times and significant capital requirements drive E&Ps to value strategic relationships with suppliers who offer differentiated solutions Growth…
Corporate Conversion Process Update Simplify Current Corporate Structure Remove structural hurdles to conversion and align interests of management and the unitholders Determine Optimal Conversion Structure Due diligence to…
Business Overview
A Differentiated Platform for Growth We provide our customers with the high-quality, cost-effective proppant and logistics services they require, when and where needed MINE. MOVE. MANAGE. 17.3mm TPY pro-forma Largest owned and…
MINE: Capacity to Meet Customer Needs Kermit Wyeville Blair Augusta Whitehall3 Capacity1 6.00mm TPY 2.70mm TPY 2.86mm TPY 2.86mm TPY 2.86mm TPY Permian Northern Northern Northern Northern Type Pearl White White White White…
MOVE: Owned and Operated Logistics Network Wisconsin Logistics Network Bakken Augusta Provides flexibility to address changing demand Blair dynamics, allows for Whitehall increased profitability from Marcellus / third-party…
MANAGE: Flexible Solutions for Our Customers E&P MINE. MOVE. MANAGE. Customer Priorities Our ability to offer customers the option of container- and silo-based last mile Surety of solution enables optimization of logistics for each…
Remaining Proactive in Our Evolution STRATEGIC FINANCIAL STRUCTURAL July 2018: Acquired FB July 2018: Announced October 2018: Simplified Industries, expanding our private placement of Hi-Crushs partnership last mile offering; the…
Investor Contacts Investor Relations Contacts Caldwell Bailey, Lead Analyst, Investor Relations Marc Silverberg, ICR (713) 980-6270 IRhicrush.com 21
Loading...
