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INVESTOR UPDATE – Savanna Energy Services Corp.

Savanna Energy Services Corp. · Jan 7, 2015 · 20 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 UPDATE – Savanna Energy Services Corp. – slide 1
    Savanna Energy Services Corp. INVESTOR UPDATE January 2015 TSX: SVY 1
  2. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 2
    FORWARD LOOKING INFORMATION This document contains statements that constitute forward-looking statements within the meaning of applicable securities legislation. These forward looking statement include, among others, the company s…
  3. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 3
    UNIQUE INVESTMENT OPPORTUNITY DEEP value drilling and oilfield service company, focused on balancing improved returns on existing assets while UNLOCKING new growth opportunities. 3
  4. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 4
    CORPORATE OVERVIEW TSX: SVY Common Shares Outstanding (1) 89.7 million Common Share Trading Price (1) 2.94 52-week Trading Range 2.88-9.31 Market Capitalization (1) 264 million Average Daily Trading Volume (1) 75,704 Book Value(2)…
  5. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 5
    CANADIAN OPERATIONS 72 Drilling Rigs 73 Service Rigs OUTLOOK Working with customers to streamline operations to pass on savings in a volatile commodity market Currently, 33% of long-reach drilling rigs are contracted beyond one…
  6. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 6
    UNITED STATES OPERATIONS 26 Drilling Rigs 18 Service Rigs OUTLOOK Adding 2 AC triple drilling rigs in Q1, under long-term contracts Added an AC electric drilling rig under long-term contract in late 2014 Closure of low…
  7. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 7
    AUSTRALIAN OPERATIONS 5 Drilling Rigs 12 Service Rigs OUTLOOK 5 drilling rigs and 12 workover rigs in market, almost all subject to take-or- pay contracts Contract to deliver 4 drilling rigs to market in 2016 under take-or-pay…
  8. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 8
    DIVERSIFICATION Revenue Distribution Savanna's diversification 100% provides multiple benefits: 90% 80% With oil and gas pricing 70% differentials becoming more 60% local, able to focus assets on 50% most profitable areas 40% 30%…
  9. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 9
    2014/2015 CAPITAL PROGRAM New Build Schedule 24% Rig Type Quantity Geography Status 38% 1200hp AC Completed 1 Canada Telescopic Double in Q4 2014 1500hp AC VELOX In Progress. 3 US Triples Q1 2015 Workover Rigs 5 Australia…
  10. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 10
    ABORIGINAL PARTNERSHIPS Partnerships with 9 First Nations: OILSANDS EXPOSURE FORT McKAY PARTNERSHIP Total of 19 rigs (drilling or service rigs) and rental equipment Future GROWTH opportunities: SAGD/Slant rigs Fort McKay First Nations…
  11. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 11
    FINANCIAL HIGHLIGHTS Financial Highlights (000s) Three months ended September 30 2014 2013 Change OPERATING RESULTS Revenue 200,016 170,611 17% Operating margin 57,275 50,623 13% Operating margin % 29% 30% EBITDAS 42,307 38,182…
  12. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 12
    CUSTOMER MIX & CONTRACTS Approximately 40% of global drilling Customer mix fleet (1) in 2015 focus towards under contract National Oil Average duration Companies & remaining of 1.8 Majors years (1) Including new builds and…
  13. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 13
    EBITDAS & REVENUE 250,000 (000s) 1,000,000 200,000 800,000 150,000 Analyst Revenue Range 600,000 Revenue Revenue EBITDA EBITDA EBITDA Analyst Low 100,000 400,000 EBITDA Analyst High 50,000 200,000…
  14. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 14
    WHY SAVANNA - Organic growth opportunities in all geographies and MEASURED equipment lines GROWTH - 16 new builds, all on multi-year contracts (12 in the market by the end of Q1 2015) IN-DEMAND - Flexible, long-reach horizontal…
  15. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 15
    APPENDIX 15
  16. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 16
    SERVICE LINES - DRILLING VELOX Triples Telescopic Doubles Top Drive Single Rigs AC Powered Increased use of automation Automation- remote Highly mobile on pads or to reduce manual handling catwalks, Iron Roughnecks & between risks…
  17. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 17
    SERVICE LINES - OILFIELD SERVICES Workover Rigs Canadian rigs are free standing (no rig anchors) Very high utilization in North Dakota Oilfield Rentals Complements drilling and well servicing One stop shop Wellsite shacks,…
  18. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 18
    CANADIAN WELL COUNT & DEPTH 30,000 2,500 25,000 2,000 20,000 1,500 Wells Drilled Depth (m) 15,000 Wells Drilled Average Well Depth (m) 1,000 10,000 500 5,000 - 0 2002 2003 2004 2005 2006 2007 2008 2009…
  19. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 19
    ANALYST COVERAGE FIRM ANALYST Alta Corp. Capital Dana Benner BMO Capital Markets Michael Mazar CIBC World Markets Jon Morrison Cormark Securities Under Review Analyst Departure FirstEnergy Capital Kevin Lo National Bank Financial…
  20. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 20
    SAVANNA ENERGY SERVICES CORP. Suite 800, 311-6th Avenue S.W. Calgary, Alberta, Canada T2P 3H2 Telephone: 1-403-503-9990 Facsimile: 1-403-503-0654 www.savannaenergy.com infosavannaenergy.com TSX: SVY 20

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