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December 2019 Corporate Presentation – Select Energy Services

Select Energy Services · Dec 19, 2019 · 21 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. December 2019 Corporate Presentation – Select Energy Services – slide 1
    Select Energy Services, Inc. Corporate Overview December 2019
  2. December 2019 Corporate Presentation – Select Energy Services – slide 2
    Selects Value Proposition Market Leading Pure Play in Large, Growing Water Market Highly Differentiated Capital Discipline with Technology and Strategic Strong Cash Flow Infrastructure Generation Capabilities 3
  3. December 2019 Corporate Presentation – Select Energy Services – slide 3
    Select Energy Services Company Snapshot Segment Overviews1 9M19 Revenue by Segment2,3 3% Comprehensive water services 19% including water transfer, flowback Water and well testing, water storage and Water Services Services…
  4. December 2019 Corporate Presentation – Select Energy Services – slide 4
    Water Market Has Grown in Size and Complexity 2019 U.S. Water Market Estimated to be 20-25 Billion1 6% 5% Injection Disposal 6% 30% Post-Frac Fluids Hauling Select Water Storage participates 7% Water Acquisition across every…
  5. December 2019 Corporate Presentation – Select Energy Services – slide 5
    Industry Leading Customer Base in Every Basin Top 20 Water Services Customers Top Oilfield Chemicals Customers Expertise and technology allow Select to provide solutions to meet the ever growing complexity of leading-edge…
  6. December 2019 Corporate Presentation – Select Energy Services – slide 6
    Robust Cash Flow Generation with Room to Expand We have achieved the bottom end of our full year free cash flow guidance range of 65-80 million a quarter ahead of schedule, and we expect to finish the year above the top end of our…
  7. December 2019 Corporate Presentation – Select Energy Services – slide 7
    Strong Balance Sheet & Liquidity Position Select maintains a strong balance sheet with a 42.6 million net cash position Net Debt & Liquidity Profile As Of Sept 30, 2019 Selects strong balance sheet allows the Company to continue to…
  8. December 2019 Corporate Presentation – Select Energy Services – slide 8
    Differentiation through Technology Technology Capability Differentiated Results Operational visibility AquaView monitoring & Data collection measurement Quality control Decreased OpEx AquaLogic automation Increased HSE…
  9. December 2019 Corporate Presentation – Select Energy Services – slide 9
    Growth Opportunities in Both Pre-Frac and Post-Frac Water Infrastructure With 10+ years of operations, Select has the landowner and regulatory relationships, the asset portfolio and the balance sheet to support the ever increasing…
  10. December 2019 Corporate Presentation – Select Energy Services – slide 10
    Permian Strategic Infrastructure Project Northern Delaware Pipeline Project Select has commenced both Phase I and Phase II of a new 40 million permanent pipeline infrastructure development in Eddy and Lea Counties in New Mexico…
  11. December 2019 Corporate Presentation – Select Energy Services – slide 11
    Growth Opportunities in Water Services Margin enhancement through increased Margin operational efficiency Enhancement Investments to reduce labor and expand higher- capacity equipment Enhanced technological innovation with focus…
  12. December 2019 Corporate Presentation – Select Energy Services – slide 12
    Strategies to Maximize Value Per Share Operational excellence and innovation/technical achievements Maximizing Free Cash Flow Disciplined approach to growth, achieve strong returns through cycles Maintain a strong…
  13. December 2019 Corporate Presentation – Select Energy Services – slide 13
    Selects Value Proposition Market Leading Pure Play in Large, Growing Water Market Highly Differentiated Capital Discipline with Technology and Strategic Strong Cash Flow Infrastructure Generation Capabilities 14
  14. December 2019 Corporate Presentation – Select Energy Services – slide 14
    Appendix 15
  15. December 2019 Corporate Presentation – Select Energy Services – slide 15
    Select Corporate Profile Select Corporate Profile1 Listing and Ticker Symbol NYSE: WTTR Recent Share Price 9.09 Market Capitalization 949MM Enterprise Value 907MM Total Outstanding Shares 104.4MM Average Daily Trading…
  16. December 2019 Corporate Presentation – Select Energy Services – slide 16
    Revised Segment Structure Overview With the intent to provide further transparency into our business, and in conjunction with the further development of our water-related infrastructure offering and the sale & winding down of…
  17. December 2019 Corporate Presentation – Select Energy Services – slide 17
    Market Leading Comprehensive Water and Chemical Solutions Company Completions-Oriented Activities Production-Oriented Activities Temporary Post-Frac Water Treatment/ Transfer Recycling Flowback / Water Water Pre-Frac…
  18. December 2019 Corporate Presentation – Select Energy Services – slide 18
    Historical Financial Summary by Segment ( in millions) 2018 2019 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Revenue by Segment Water Services 218,230 233,954 233,504 211,096 220,595 202,011 196,782 Water Infrastructure 54,057 55,727 65,877 54,454 53,616…
  19. December 2019 Corporate Presentation – Select Energy Services – slide 19
    Historical Financial Summary by Segment (cont.) ( in millions) 2018 2019 Q1 Q2 Q3 Q4 Q1 Q2 Q3 D&A Water Services 18,892 18,948 19,987 25,049 21,262 21,023 19,419 Water Infrastructure 5,037 5,219 5,960 6,826 6,089 6,073 6,409…
  20. December 2019 Corporate Presentation – Select Energy Services – slide 20
    Scalable and Reliable Water Sourcing and Logistics Are Critical to Unconventional Production Evolution of the Oil & Gas Industrys Approach To Water Emerging Pre - 2008 2008 - 2010 Current Multi-Well Pad Conventional Vertical…
  21. December 2019 Corporate Presentation – Select Energy Services – slide 21
    Non-GAAP Reconciliations Select Energy Services, Inc. 2016 2017 2018 2019 ( in millions) Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Net Income/(Loss) (26) (228) (35) (25) (12) (10) 3 (15) 16 25 31 (18) 1 8 7 Interest Expense 3 4 4 4…

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