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Corporate Presentation – Ensign Energy Services Inc.

Ensign Energy Services Inc. · Dec 31, 2014 · 22 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. Corporate Presentation – Ensign Energy Services Inc. – slide 1
    CORPORATE PRESENTATION December 2014
  2. Corporate Presentation – Ensign Energy Services Inc. – slide 2
    Current Operations 2014 YTD Revenue Geographic Segmentation 27% 29% Canada United States 44% International 90% Canada Drilling & Rig Services United States Kurdistan 10% Completion & Production Services Libya Oman…
  3. Corporate Presentation – Ensign Energy Services Inc. – slide 3
    Expanding US Footprint 1,000,000 22% CAGR 900,000 800,000 700,000 Revenue (000s) 600,000 500,000 400,000 300,000 200,000 100,000 - 2009 2010 2011 2012 2013
  4. Corporate Presentation – Ensign Energy Services Inc. – slide 4
    Expanding Intl Footprint 600,000 16% CAGR 500,000 Largest drilling contractor in 400,000 Australia 300,000 Solid footprint in Oman 200,000 Established in Kurdistan 100,000 - 2009 2010 2011 2012 2013
  5. Corporate Presentation – Ensign Energy Services Inc. – slide 5
    Drilling & Rig Services North America 213 110 103 Drilling Rigs 77 Horn River 30 47 Montney Oil Sands Directional Drilling Kits Cardium Bakken San Utica 26 26 Joaquin Jonah Niobrara Core Rigs United States Basin…
  6. Corporate Presentation – Ensign Energy Services Inc. – slide 6
    Drilling & Rig Services International 59 Drilling Rigs Substantial & Growing International Presence MENA Drill rigs 15 VENEZUELA Drill rigs 7 Workover rigs 1 NEW ZEALAND AUSTRALIA Drill rigs 22 Drill rigs 1 Workover rigs 2…
  7. Corporate Presentation – Ensign Energy Services Inc. – slide 7
    Completion & Production Services 136 Service Rigs 44 92 Horn River Montney Oil Sands Cardium Bakken Utica 96 Frac Flow Units Niobrara San Jonah Joaquin Piceance 46 Basin Granite Marcellus Woodford 50 Wash Monterey…
  8. Corporate Presentation – Ensign Energy Services Inc. – slide 8
    How has the cost split of drilling a well changed in the last 20 years 20 years ago Today Low Complexity Vertical Wellbores Other Drill Rig High Complexity Horizontal Wellbores Other Directional Drilling Site Preparation…
  9. Corporate Presentation – Ensign Energy Services Inc. – slide 9
    Directional Drilling Growth Ensign DD Kits on Ensign Rigs Directional and horizontal Ensigns Fleet Vertical Ensign Directional Drilling Services Growth 80% 100 90 70% 80 70 60% Kits (Ensign) 60 50% 50 40 40% 30 20 30%…
  10. Corporate Presentation – Ensign Energy Services Inc. – slide 10
    Trends AC Rigs Continue to Gain Market Share 900 AC Drive Rigs SCR Rigs Mechanical Rigs 800 700 600 500 400 300 2Q11 1Q12 1Q13 1Q14 Note: The above estimates corresponding to rig activity for rigs 600 HP are derived from…
  11. Corporate Presentation – Ensign Energy Services Inc. – slide 11
    Ensigns Continuous New Build Program Deliver 34 newbuild ADRs by June 2016 24 ADR-1500S 10 ADR-850 Flexibility to increase our production cadence Balance sheet flexibility to fund into the future This approach has allowed us to…
  12. Corporate Presentation – Ensign Energy Services Inc. – slide 12
    Fleet Transition 350 1,600 1,400 300 1,200 250 1,000 200 Rigs 800 HP 150 600 100 400 50 200 - - 1990 1995 2000 2009 2014 2019E New Builds Rig Fleet (from Acquisitions) HP
  13. Corporate Presentation – Ensign Energy Services Inc. – slide 13
    Ability to innovate & apply technology Drillers Cabin Self Moving Pad Rigs Speciality Rigs Off-line Stand Building ADR Controls Intelligence BOP Handling and Natural Gas Off-line Test Systems
  14. Corporate Presentation – Ensign Energy Services Inc. – slide 14
    Safety Awareness 10 25 9.09 M Manhours LTI Freq TRI Freq 9 8 20 7.09 7.13 Injury Frequency (200,000 man hours) 7 6 5.57 15 Man Hours 5 4.65 4.00 4 10 3.21 3.11 3 2.45 2.21 2.25 2 1.67 5 1.46 1.36 1.23 1.14…
  15. Corporate Presentation – Ensign Energy Services Inc. – slide 15
    Dividends per Common Share 0.50 0.45 16% Compound Annual Growth Rate 0.40 2009 0.3425 per share 0.35 2010 0.3575 per share 0.30 2011 0.3900 per share 0.25 2012 0.4250 per share 0.20 2013 0.4475 per share 0.15 0.10…
  16. Corporate Presentation – Ensign Energy Services Inc. – slide 16
    Net Debt to Equity millions, December 31 2,500 Net Debt (Short Term Debt + Long Term Debt - Cash) Equity 2,000 1,500 1,000 500 0 2009 2010 2011 2012 2013 1 Not restated for IFRS
  17. Corporate Presentation – Ensign Energy Services Inc. – slide 17
    Revenue millions, 12 months ended December 31 2,500 2,000 1,500 1,000 500 0 2009 2010 2011 2012 2013 2014e 1 Not restated for IFRS 2 Estimate based on range of analysts forecasts
  18. Corporate Presentation – Ensign Energy Services Inc. – slide 18
    15 Financial Metrics 10 ROE millions, 12 months ended December 31 5 700 EBITDA (adjusted) 0 Income 2009 2010 2011 2012 2013 2014e 600 500 400 300 200 100 0 2009 2010 2011 2012 2013 2014e EPS per share 0.82…
  19. Corporate Presentation – Ensign Energy Services Inc. – slide 19
    Financial Summary millions, three and nine months ended September 30 3rd Quarter Q3 YTD % % 2014 2013 change 2014 2013 change Revenue 583.3 543.0 7 1,719.1 1,562.0 10 Adjusted EBITDA 137.3 123.1 12 394.5 373.3 6 Income 26.5 33.7…
  20. Corporate Presentation – Ensign Energy Services Inc. – slide 20
    Future Growth Strategy Taking a Bigger Piece of the Pie Expand ADR fleet worldwide Expand integrated rig Rig directional drilling value proposition Expand market presence in every current market Non-Rig Costs Dove-tail…
  21. Corporate Presentation – Ensign Energy Services Inc. – slide 21
    High Quality Fleet - Designed by Ensign, for Ensign 2000 HP 1500 HP 1000 HP 850 HP
  22. Corporate Presentation – Ensign Energy Services Inc. – slide 22
    WWW.ENSIGNENERGY.COM Thank You

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