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IPAA OGIS NEW YORK CONFERENCE – SaExploration

SaExploration · Apr 1, 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. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 1
    NASDAQ: SAEX I PA A O G I S N E W YO R K CONFERENCE NEW YORK, NY
  2. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 2
    Company Overview Founded in 2006 in Peru History and Executive management with an average of 30+ years of seismic experience each Experience Rapid organic growth through international expansion and customer retention Reduce customer…
  3. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 3
    Full Service Logistics and Seismic Provider On average, approximately 80% of SAEs revenues are earned through high-margin logistics-related activities performed in-house Camp Program Planning & Survey & Recording & Services &…
  4. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 4
    International Leverage NORTH AMERICA NAM is a mature 3D market Substantial market share in SOUTHEAST ASIA Alaska with major operations in Cook Inlet and North Slope Abundant shallow-water marine opportunities Awarded 4 new projects…
  5. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 5
    Market Opportunity Projected 2014 Global E&P Capex Historical E&P Capex vs. Production 723 billion 18-21 billion market market 12% Data Library Sales Exploration 16% 8% Data Processing Geophysics < 4% 3-5% Land Equipment…
  6. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 6
    Strategic Positioning 2014 Global E&P Spending by Region al ion 2014 Est. E&P Spend = 723 billion 2014 Est. International E&P Spend = 567 billion t na ter Canada In 22% 25m 43m Supermajors c sti 50m e…
  7. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 7
    Strength In Backlog Historical Backlog with Adjusted Growth (1)(2) Current Backlog and Bids Outstanding (2) Contracted Backlog = 292 million 114m of paused revenue 350 removed from backlog 300 Backlog Bids O/S 250 292 million 475…
  8. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 8
    Capital Expenditures Historical & Projected Equipment-Related Capital Spending 2-year capex program to increase return on equipment and lower rental expense 50 41.7 40 Millions 30 21.7 20 15.0 11.1 8.8 10 0 2010 2011…
  9. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 9
    Financial Summary Annual Revenue and Gross Margin (1) Annual Modified EBITDA and Margins 300 30% 35 30% 257.4 30.9 245.3 30 250 25% 25% 25.1 180.8 25 20% Millions 200 24% Millions 20% 20 18.5 150 133.8 22% 15%…
  10. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 10
    Quality, Health, Safety & Environment (QHSE) Historical Lost-Time Injury (LTIF) & Total Recordable Case (TRCF) Frequencies vs OGP Targets 2.00 1.60 1.20 TRCF - LTIF 0.80 0.68 0.40 0.00 0.00 Apr-13 May-13 Jun-13…
  11. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 11
    Positive Progress Expect solid results in 2014 fueled by increasing international exploration spending Future Significant growth potential and expansion opportunities in the shallow-water market Expectations Continued focus on improving…
  12. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 12
    Appendix
  13. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 13
    Executive Management Years Experience President and owner of Fairweather Geophysical, which successfully maintained significant market share of Alaskan seismic market during each year of operation Following the acquisition of…
  14. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 14
    EBITDA Reconciliation Fiscal year ended Three months ended December 31, December 31, ( in thousands) 2013 2012 2011 2010 2013 2012 Net income (loss) (21,051) 9,985 9,508 5,821 4,508 (5,323) Net income (loss) attributable to…
  15. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 15
    Unique Perspectives NASDAQ: SAEX 17
  16. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 16
    Unique Perspectives (contd) NASDAQ: SAEX 18
  17. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 17
    Unique Perspectives (contd) NASDAQ: SAEX 19
  18. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 18
    Unique Perspectives (contd) NASDAQ: SAEX 20
  19. IPAA OGIS NEW YORK CONFERENCE – SaExploration – slide 19
    Unique Perspectives (contd) NASDAQ: SAEX 21

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