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UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp

Hi-Crush Partners Lp · Jan 13, 2014 · 22 slides

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Slides

  1. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 1
    UBS MLP ONE ON ONE CONFERENCE JANUARY 2014
  2. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 2
    Hi-Crush Partners LP Traditional MLP that Leverages Strong Industry Fundamentals to Create Growth and Value Industry Leading Contracted Model Growth Platform Strategic Asset Portfolio Key Investment Substantial Growth…
  3. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 3
    Our Platform for Growth Strong Industry Long-Term High Quality Industry Leading Cost Contracted Reserve Base Fundamentals Advantage Cashflow Increasing Northern Market favors API State-of-the-art, Fixed price / volume White…
  4. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 4
    Multiple Growth Opportunities Ahead Multiple Experienced Financial Growth Management Flexibility Opportunities Extensive expertise Strong balance Increased volume in developing sand sheet and mining, processing, contractual…
  5. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 5
    Maximizing Valuation for Unit Holders Increased Integration with Logistics Customer Supply Capabilities Chain Dynamics of market continue to change Premium white sand continues to gain share of proppant market Flexibility…
  6. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 6
    Platform for the Future Increased Integration Logistics with Customer Capabilities Supply Chain Multiple Experienced Financial Growth Management Flexibility Opportunities Strong Industry Long-Term High Quality…
  7. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 7
    Distribution Growth 2014 0.475 Low Q4 2013 Minimum Double-Digit Distribution Quarterly Distribution Increase Distribution Growth Guidance Raised distribution paid in Q4 2013 to 0.490 per unit 2014 distribution guidance…
  8. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 8
    2013 A Year of Progress First dropdown from Augusta Hi-Crush acquires D&I for 133 million The Successfully settles Baker Hughes lawsuit with new 6-year agreement Transactions Doubles size, diversifies revenue and customer platform,…
  9. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 9
    What We See Ahead Proppant Consumed by Volume 90 80 78.5 80 68 70 58 60 Millions of Tons 51.2 48 50 40 40 29.6 30 62.6 20 41.0 7.0 23.5 10 1.8 5.6 0 2002 2007 2012 2017 2022 Raw frac sand Resin-coated sand…
  10. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 10
    Logistics Flexibility Critical Access to all major US oil and gas Augusta Facility basins Whitehall Facility Twelve destination terminals across Marcellus & Utica Sandstone Formations Wyeville Facility Network of Midwest…
  11. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 11
    Opportunities Ahead Increasing lateral lengths, increasing number of frac stages, increasing Demand proppant use per stage Enhanced exposure to new customers Diversification Continue to diversify service offerings Fractured…
  12. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 12
    HCLP Transformation HCLP 2012 HCLP 2013 100M Assets 300M 95 Employees 200+ 1.2M Sand Sold (tons) 1.8M+ 4 Customers 25+ 0 Destination Terminals 12 Top tier producer of Leader in sand supply premium white sand and…
  13. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 13
    HCLP: The Low Cost Producer 450,000 20.00 400,000 350,000 15.00 300,000 250,000 10.00 200,000 150,000 5.00 100,000 50,000 0.00 0 3Q 2011 4Q 2011 1Q 2012 2Q 2012 3Q 2012 4Q 2012 1Q 2013 2Q 2013 3Q 2013 Qrtly Costs…
  14. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 14
    Delivering Results EBITDA (MM) Sand Sold (Tons) Production Costs/Ton ( in thousands) 47.0 16.45 14.67 1,260,604 -11% 917,659 38.9 +21% +37% 9M 9/30/12 9M 9/30/13 9M 9/30/12 9M 9/30/13 12M 9/30/12 12M 9/30/13…
  15. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 15
    Multiple Future Opportunities M&A Industry ripe for consolidation of small, private sand companies Organic Expansion Sponsor owns or has options on additional acres of undeveloped land Contributions Future contributions…
  16. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 16
    Defining Our Goals M&A Industry ripe for consolidation of small, private sand companies Organic Expansion Three new distribution facilities and Whitehall production Contributions Contribution from Augusta expected in…
  17. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 17
    Leveraging Our Success Low-Cost Producer Prime Asset Portfolio Visible Growth Avenues Wisconsin Focused Vision 3.2 million tons of capacity 33 years of reserves Marcellus Exclusive rail access Three times as many distribution…
  18. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 18
    Appendix
  19. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 19
    Third Quarter Summary Three Months Period from Period from Ended August 16 through July 1 through September 30, 2013 September 30, 2012 August 15, 2012 Successor Successor Predecessor Revenues 43,515 12,643 12,601 Cost of goods…
  20. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 20
    Third Quarter Summary Three Months Period from Period from Ended August 16 through July 1 through September 30, 2013 September 30, 2012 August 15, 2012 Successor Successor Predecessor Reconciliation of EBITDA and Distributable…
  21. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 21
    Production Costs per Ton at Wyeville Hi-Crush Partners LP Production Cost per Ton Fiscal Quarter: 4Q 2011 1Q 2012 2Q 2012 3Q 2012 4Q 2012 1Q 2013 2Q 2013 3Q 2013 Predecessor Successor Combined Tons produced and delivered 206,557…
  22. UBS MLP ONE ON ONE CONFERENCE – Hi-Crush Partners Lp – slide 22
    Wyeville Production Costs Non-GAAP Recon. Hi-Crush Partners LP GAAP Reconciliation of Production Costs to Cost of Goods Sold Fiscal Quarter: 4Q 2011 1Q 2012 2Q 2012 3Q 2012 4Q 2012 1Q 2013 2Q 2013 3Q 2013 (Amounts in thousands)…

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