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Pareto oil & Gas Conference – North American Drilling Corp

North American Drilling Corp · Sep 10, 2014 · 19 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. Pareto oil & Gas Conference – North American Drilling Corp – slide 1
    North Atlantic Drilling Ltd. Pareto Oil & Gas Conference Oslo, September 10, 2014
  2. Pareto oil & Gas Conference – North American Drilling Corp – slide 2
    Agenda Key Investment Highlights Rosneft Partnership Locations & Contract Backlog Market Outlook Q &A 3
  3. Pareto oil & Gas Conference – North American Drilling Corp – slide 3
    Key Investment Highlights The leading drilling contractor in the Public investors North Atlantic region Seadrill Limited (NYSE) Premium fleet of 10 harsh 70% 30% environment drilling rigs including 3 newbuilds North Atlantic…
  4. Pareto oil & Gas Conference – North American Drilling Corp – slide 4
    Our Performance EBITDA and Margin Economic Utilization 96% 96% 95% 98% 180 70 % 100% 94% 94% 92% 90% 160 90% 60 % 140 80% 50 % 70% 120 40 % 60% 100 50% 80 30 % 40% 60 30% 20 % 40 20% 20 10 % 10% 0 0% 0% Q3-12 Q4-12…
  5. Pareto oil & Gas Conference – North American Drilling Corp – slide 5
    Agenda Key Investment Highlights Rosneft Partnership Locations & Contract Backlog Market Outlook Q&A 6
  6. Pareto oil & Gas Conference – North American Drilling Corp – slide 6
    Partnership with Rosneft Offshore Drilling Contracts 5 offshore drilling rigs US4.1 bn of order backlog Onshore Drilling NADL to acquire 150 land rigs including five-year contracts Rosneft to receive new primary shares in NADL,…
  7. Pareto oil & Gas Conference – North American Drilling Corp – slide 7
    Company structure post closing Public Seadrill Limited Rosneft investors Access to the Russian arctic (NYSE) significant growth potential 50% 30% 20% North Atlantic Drilling Ltd. Improved earnings visibility (Bermuda)…
  8. Pareto oil & Gas Conference – North American Drilling Corp – slide 8
    Agenda Key Investment Highlights Rosneft Partnership Locations & Contract Backlog Market Outlook Q&A 9
  9. Pareto oil & Gas Conference – North American Drilling Corp – slide 9
    Norway and UK Norway 6(5) rigs UK 1 rig 10
  10. Pareto oil & Gas Conference – North American Drilling Corp – slide 10
    Russia offshore and main rig regions onshore Kara Sea 1 rig Usinsk/Komi 15 rigs Gubkinsky 17 rigs Nefteyugansk 63 rigs Nizjnevartovsk 5 rigs Krasnoyarsk 11 rigs Irkutsk 10 rigs Samara/Orenburg 24 rigs Sakhalin…
  11. Pareto oil & Gas Conference – North American Drilling Corp – slide 11
    Solid Earnings Visibility Current Contract status Rig Client dayrate (USk/day) 2014 2015 2016 2017 2018 2019 2020 Semi-submersibles West Alpha 537/552 552 to Q2 2021/2022 West Venture 448 West Phoenix 465 West Hercules 503…
  12. Pareto oil & Gas Conference – North American Drilling Corp – slide 12
    with US6.3 bn Backlog to High Quality Customers Strong contract backlog of US6.3 bn with investment Customer Credit grade customers Moody's1 S&P1 Rating Differentiated by premium harsh environment assets Rosneft Baa1 BBB- and high…
  13. Pareto oil & Gas Conference – North American Drilling Corp – slide 13
    Agenda Key Investment Highlights Rosneft Partnership Locations & Contract Backlog Market Outlook Q&A 14
  14. Pareto oil & Gas Conference – North American Drilling Corp – slide 14
    Russian Arctic and Rosneft Partnership New drilling capacity required The fleet of rigs capable of drilling in the Russian Arctic today is 8-10 rigs in total 100 wells to be drilled by Rosneft and Gazprom over the next 10 years in…
  15. Pareto oil & Gas Conference – North American Drilling Corp – slide 15
    Norway and UK: Challenging Market For Older Floaters Rig Name Manager Floater Country Built Next SPS 2014 2015 2016 2017 2018 Ocean Vanguard Diamond Offshore SS UK 1982 15.04.2015 Ocean Princess Diamond Offshore SS UK 1975 31.07.2018…
  16. Pareto oil & Gas Conference – North American Drilling Corp – slide 16
    Demand Outlook for Harsh Environment Drilling Major Harsh Environment Projects in Pipeline Statoils production in Norway - forecast 900 Norway Forecast 800 Johan Sverdrup, Johan Castberg, Maria, Zidane, Luva, Snhvit, Bream,…
  17. Pareto oil & Gas Conference – North American Drilling Corp – slide 17
    Summary Record High Contract Backlog of US6.3 bn Quarterly cash dividend distribution 3,5 3 USS2.88 2,5 2 1,5 1 0,5 0 Committed growth The Russian opportunity EBITDA1 2014: West Linus US80 million 2015: West Rigel…
  18. Pareto oil & Gas Conference – North American Drilling Corp – slide 18
    Agenda Key Investment Highlights Rosneft Partnership Locations & Contract Backlog Market Outlook Q&A 19
  19. Pareto oil & Gas Conference – North American Drilling Corp – slide 19
    Q&A

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