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INVESTOR RELATIONS PRESENTATION – Cameron International Corporation

Cameron International Corporation · Dec 2, 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. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 1
    Before I begin today, Id like to introduce my colleagues: our President and Chief Operating Officer Scott Rowe and our Vice President of Investor Relations, Scott Lamb. Many but not all -- of you in the audience probably know at least a…
  2. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 2
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  3. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 3
    Soright off the batCameron serves the oil & gas industry. We provide technologically sophisticated flow control equipment, systems and services to customers around the world through five businesses: Drilling, Surface, OneSubsea, Process…
  4. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 4
    Cameron is focused on five major objectives that can generate incremental value regardless of fluctuations in the oil price: margin expansion, excellence in execution, continued growth in aftermarket/services, maintaining a disciplined…
  5. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 5
    In a nutshell, why invest in Cameron If you are an investor who wants exposure to the energy space with a company that has the 1 or 2 position in most markets it serves.and that offers significant long term growth prospects through…
  6. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 6
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  7. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 7
    CAMSHALE is our comprehensive and innovative fracking pressure control system. We think this beats any other offering on the market specifically because it is a solution that helps producers improve their return on investment, primarily…
  8. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 8
    Our customers have wholeheartedly embraced this solution, resulting in a tripling of our North American market share since 2010. The CAMSHALE system essentially uses Cameron valves configured as fracking trees that have amazingly high…
  9. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 9
    Here are the numbers to support the growth story. You see here that our new orders more than tripled from 2009 to the twelve-month period ending on September 30, 2014. Some of this is reflective of market growth, but we believe a larger…
  10. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 10
    CAMSHALE is part of our Surface Systems business, which itself has a long-established presence in key markets around the world. In essence, this gives us a very well developed sales and manufacturing network through which we can deliver…
  11. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 11
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  12. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 12
    The other significant differentiator for Cameron is our OneSubsea 60-40 joint venture with Schlumberger. Our objective is to work with customers at every step of the way, from early in project development, all the way through the life…
  13. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 13
    The OneSubsea offering includes the suite of products and services you see listed here. At the top of the slide you see Subsea Production Systems, which is the traditional business in which we have been a leader for many years and where…
  14. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 14
    If the unified control system is the brain of subsea processing, the absolute heart of the OneSubsea product line is the pump. The OneSubsea pump is the standard in subsea boosting and the foundation of OneSubseas competitive advantage.…
  15. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 15
    Earlier I used the phrase pore to process when talking about OneSubsea. Essentially, we make a commitment to our customers through the life-cycle of resource management and development. And, by way of a very specific example, our…
  16. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 16
    We have decades-long and highly collaborative relationships with major IOCs and NOCs for conventional subsea trees and related equipment. To give you an idea of the nature of these relationships, OneSubsea has something like 29 separate…
  17. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 17
    We are also excited about OneSubseas future alliance with Helix and Schlumberger to create a world class subsea well intervention package which leverages the marine support, well access and well control capabilities of the combined…
  18. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 18
    We firmly believe that Cameron offers compelling long-term value for investors. The worlds energy demand will continue to grow, and we are going to grow right along with it by maintaining our market-leadership positions, by continuing to…
  19. INVESTOR RELATIONS PRESENTATION – Cameron International Corporation – slide 19
    And in todays uncertain oil price environment, we can generate value for shareholders regardless of fluctuating oil prices by concentrating on the things we can control: the diversity of our customer base and our served markets,…

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