Annual General Meeting Tom Simons President & CEO June 19, 2014 Full Cycle Oilfield Consumable Chemical Solutions
Full Cycle Oilfield Consumable Chemical Solutions CES is focused on being a leading provider of technically advanced consumable chemical solutions throughout the life-cycle of the oilfield This includes total solutions at the…
Corporate History Full Cycle Provider of Consumable Chemical Solutions to the Energy Industry Started Initial Public 1 in Canada U.S. Acquisition Remain Vertical Integration, PrivateCo Offering Drilling Fluids of Fluids Canadian…
North American Operations The Company has infrastructure and operations throughout North America focused on resource plays Venture Mud Acquisition in July 2013 filled the remaining geographical hole in the portfolio (Permian)…
Global Drilling and Completion Fluids Market Size Global Market Size & Growth The global drilling and completion fluids market has more than doubled since 2005 Grown at a compounded annual growth rate of 11% since 2005 Since 2007 CES…
Drilling Fluids Macro Environment Horizontal drilling challenges require advanced engineered fluid Vertical Well Drilling Fluids: Horizontal Well solutions 2 5% Drilling Fluids: total well costs 1 million 5 10 % Drilling fluids have…
Global Production and Specialty Chemicals Market Size Global Market Size & Growth Production and Speciality Chemicals global market size has more than doubled in size since 2005 Grown at a compounded annual growth rate of 13% since…
North American Production and Specialty Chemicals CES JACAM (US) and PureChem (Can) divisions are directly levered to the growth of oil production in North America Production chemical demand will increase with the increase in…
Quarterly Dividend Growth 0.25 0.220 0.20 0.20 CAGR of Dividends declared = 30% 0.190 CES free cashflow 0.175 business model has 0.165 0.165 0.160 allowed CES to more per share 0.150 0.150 0.15 0.140 than 3.5X its…
Conclusion CES is focused on being a leading provider of technically advanced consumable chemical solutions throughout the life-cycle of the oilfield A market leader in the Canadian drilling fluids space and expanding position in…
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