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April 2011 Investor Presentation – Aeroquest International

Aeroquest International · Apr 1, 2011 · 33 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. April 2011 Investor Presentation – Aeroquest International – slide 1
    SEE THE DIFFERENCE INVESTOR PRESENTATION April, 2011 See the Difference
  2. April 2011 Investor Presentation – Aeroquest International – slide 2
    THE AEROQUEST GROUP We collect and interpret data that reveals what is at and beneath the Earths surface See the Difference 3
  3. April 2011 Investor Presentation – Aeroquest International – slide 3
    Aerial Contract Airborne Geomatics R&D Geophysics See the Difference 4
  4. April 2011 Investor Presentation – Aeroquest International – slide 4
    EXPLORATION SPENDING RECOVERY Exploration Spending (USB) Mining Financings (2010) We estimate 15B in spending - 2011 Strong market for new Issues 16.0 4.0 14.0 3.5 12.0 3.0 10.0 2.5 US Copper (1989 = 1) 8.0 2.0 6.0 US Gold (1989…
  5. April 2011 Investor Presentation – Aeroquest International – slide 5
    AIRBORNE GEOPHYSICS SYSTEMS FW-EM: SPECTREM2000 120 m FW-GRV: TAGS 90 m RW-MAGG: H-TAG RW-EM: AEROTEM 60 m RW-EM: IMPULSE FW-HRAM: ULTRA RW-HRAM: ULTRA 30 m See the Difference 6
  6. April 2011 Investor Presentation – Aeroquest International – slide 6
    ITS ALL IN THE DETAIL Total Magnetic Intensity (TMI) See the Difference 7
  7. April 2011 Investor Presentation – Aeroquest International – slide 7
    YOU CAN SEE THE DIFFERENCE ATEMTM Helicopter (EM & mag) survey superimposed upon an earlier Fixed Wing (mag) survey See the Difference 8
  8. April 2011 Investor Presentation – Aeroquest International – slide 8
    Airborne Aerial Instruments Geophysics & Sensors Geomatics See the Difference 9
  9. April 2011 Investor Presentation – Aeroquest International – slide 9
    AERIAL GEOMATICS SURVEYS Geospatial mapping 2D and 3D renderings of objects at surface using Ortho-photography LiDAR Uses: Engineering design Land management Environmental information management Customers: 1. USACE 2.…
  10. April 2011 Investor Presentation – Aeroquest International – slide 10
    AEROQUEST OPTIMAL GEOGRAPHIC COVERAGE Mapcon acquisition (01-2011) lets us fill out N. American coverage AEROQUEST OPTIMAL MAPCON MAPPING Huntsville, AL Vancouver, BC Ontario, BC, Manitoba, Saskatchewan Salt Lake City, UT Utah,…
  11. April 2011 Investor Presentation – Aeroquest International – slide 11
    LIGHT DETECTION AND RANGING - LIDAR RAW LIDAR IMAGE PROCESSED LIDAR See the Difference 12
  12. April 2011 Investor Presentation – Aeroquest International – slide 12
    REMOTE SENSING ORTHO-RECTIFIED PHOTO BARE EARTH LIDAR See the Difference 13
  13. April 2011 Investor Presentation – Aeroquest International – slide 13
    LIDAR APPLICATIONS Infrastructure Design Flood Risk Analysis See the Difference 14
  14. April 2011 Investor Presentation – Aeroquest International – slide 14
    SPECIALIST LIDAR APPLICATIONS E.G. 9/11 See the Difference 15
  15. April 2011 Investor Presentation – Aeroquest International – slide 15
    Airborne Aerial Instruments Geophysics Geomatics & Sensors See the Difference 16
  16. April 2011 Investor Presentation – Aeroquest International – slide 16
    SENSOR TECHNOLOGIES formerly EM SENSOR TECHNOLOGIES - GEMTM De-Mining & IEDs Detection & remediation Real-time processing Unexploded Ordnance (UXO) US DoD - Up to US34B* clean-up liability Cdn DND -Recently announced…
  17. April 2011 Investor Presentation – Aeroquest International – slide 17
    IED & UXO APPLICATIONS 18 See the Difference
  18. April 2011 Investor Presentation – Aeroquest International – slide 18
    GROUP OUTLOOK April, 2011 See the Difference
  19. April 2011 Investor Presentation – Aeroquest International – slide 19
    2010 MINERAL EXPLORATION THE BRIGHT SIDE MINING FINANCINGS (2010) SPENDING BY STAGE Strong market for new Issues Grassroots Late Stage Minesite 25% 33% 42% Aeroquest is primarily a grassroots exploration company Source:…
  20. April 2011 Investor Presentation – Aeroquest International – slide 20
    2011PPETROLEUM 2011 OUTLOOK ETROLEUMO UTLOOK N. Africa & GoM will be short- term negatives, BUT The Oil & Gas Industry is the Exp worlds largest industry Pro Exploration spending is 50 - 100 X larger than all minerals combined…
  21. April 2011 Investor Presentation – Aeroquest International – slide 21
    AERIAL GEOMATICS OUTLOOK CIVIL INFRASTRUCTURE Currently spending is weaker than expected Government & Military 3Rs Roadways, Railways & Runways Mapcon Mapping gives us: Exposure to Canada & US West Coast Additional Sales…
  22. April 2011 Investor Presentation – Aeroquest International – slide 22
    Q1-2011 HIGHLIGHTS As at December 31, 2010 See the Difference
  23. April 2011 Investor Presentation – Aeroquest International – slide 23
    FINANCIAL SUMMARY 2011 2010 2009 2008 31-Dec-10 30-Sep-10 30-Sep-09 30-Sep-08 3 months 12 months 12 months 12 months Revenue 12,350,000 32,670,000 28,000,000 55,050,000 RPS 0.33 0.88 0.83 1.64 Gross margin 30% 20% 27% 38% EBITDA…
  24. April 2011 Investor Presentation – Aeroquest International – slide 24
    CONSOLIDATED SALES & REVENUE PERFORMANCE Sales remain healthy Revenue continues to recover CONTRACT BACKLOG (M) QUARTERLY REVENUE (M) 20.0 20.0 18.0 18.0 16.0 16.0 14.0 14.0 12.0 12.0 10.0 10.0 8.0 8.0 6.0 6.0 4.0 4.0 2.0 2.0 -…
  25. April 2011 Investor Presentation – Aeroquest International – slide 25
    CONSOLIDATED REVENUE BREAKDOWN RUN RATE REVENUE (/MO) REVENUE (2011 - YTD) 5.0 4.5 Canada 4.0 11% 3.5 3.0 2.5 Rest of Australia World 23% 2.0 47% 1.5 1.0 0.5 United 0.0 States 19% Helicopter Fixed Wing Other See the…
  26. April 2011 Investor Presentation – Aeroquest International – slide 26
    GEOPHYSICS - PRODUCTION STATISTICS FIXED WING - GEOPHYSICS ROTARY WING - GEOPHYSICS 900,000 90,000 800,000 80,000 700,000 70,000 600,000 60,000 500,000 50,000 400,000 40,000 300,000 30,000 200,000 20,000 100,000 10,000 - -…
  27. April 2011 Investor Presentation – Aeroquest International – slide 27
    GEOPHYSICS REVENUE/BACKLOG BREAKDOWN Q1 REVENUE BY Q1 BACKLOG BY COMMODITY COMMODITY 3% 3% 14% Base Metals 13% Base Metals 15% Precious Metals Precious Metals (incl. 33% Gold) (incl. Gold) Petroleum (incl. Coal) Petroleum…
  28. April 2011 Investor Presentation – Aeroquest International – slide 28
    CONSOLIDATED AIRBORNE FLEET STATUS Asset Utilization is improving AIRBORNE SYSTEMS REVENUE /SYSTEM/YR 30 3,500,000 3,000,000 20 2,500,000 2,000,000 10 1,500,000 1,000,000 0 Apr- Apr- Sep- Sep- Sep- Dec- 500,000 06 07 07…
  29. April 2011 Investor Presentation – Aeroquest International – slide 29
    USE OF INVESTMENT FUNDS 2011 CAPEX CAPEX CATEGORY EXPECTED RETURN GEOPHYSICS GEOPHYSICS System Upgrades - 2.1M New Systems Helicopter ATEM annual capacity 3 new Heli Systems - 0.8M 40,000 line km/system or 5 million 1 new FW System…
  30. April 2011 Investor Presentation – Aeroquest International – slide 30
    INVESTMENT THESIS INTELLIGENT GROWTH SHORT/MEDIUM TERM MEDIUM/LONG TERM Company turnaround well in Experienced & committed effect leadership team CEO has 1.5M invested at ACB of Returned to EBITDA positive in Q1- 0.77 2011; best…
  31. April 2011 Investor Presentation – Aeroquest International – slide 31
    Market Comparables * Share Mrkt-Cap TEV EBITDA EV/EBITDA Company Name Exchg. Ticker Price () (M) (M) 2010E 2011E 2012E 2010E 2011E 2012E Cabo Drilling Corp. TSXV CBE 0.19 11.7 17.8 3.2 6.1 N/A 5.6x 2.9x N/A CriticalControl Solutions…
  32. April 2011 Investor Presentation – Aeroquest International – slide 32
    AQL VS OTHER MINING & OIL/GAS SERVICES AQL price recovery currently lags that of other industry participants Still significant upside potential See the Difference 33
  33. April 2011 Investor Presentation – Aeroquest International – slide 33
    TERM SHEET See the Difference 34

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