Hunting PLC · LSE:HTG
Hunting — Investor Day (September 2023)
13 slides from Hunting's investor day presentation, Sep 13, 2023
Slide 1: Perforating Systems in a Changing World
PERFORATING SYSTEMS IN A CHANGING WORLD Hunting PLC Capital Markets Day, 13 September, 2023 23
Slide 2: Perforating Systems – technology leader for global well completions
Perforating Systems – technology leader for global well completions Perforating Systems revenue 2020 – 2023e Comprehensive product offering supported 300 by strong IP 250 251.9 200 150 181.7 154.5 Market leader in components and 100 systems technology 50 0 2020 2021 2022 2023e Revenue - $m Analyst c
Slide 3: Strong growth opportunities in global conventional and unconventional resource developments
Strong growth opportunities in global conventional and unconventional resource developments WIRELINE THRU TUBING TUBING CONVEYED • Vertical open and cased-hole wells • Offshore and onshore rigs CONVENTIONAL • Natural, unstimulated extraction • Long Guns • Perforating via Wireline (WL), Thru Tubing (
Slide 4: High performance technology – leading the North America market through innovation
High performance technology – leading the North America market through innovation TM HT71 Detonator H-3 V3.0 CF EquaFracTM OP PowerSet Guns HT Det Cord Switch Charges Recon 2011 2023 ENERGETICS Good Hole, Deep Penetrator EQUAfracTM EQUAfracTM OP (Oriented Perforating) INSTRUMENTS ControlFireTM Recon
Slide 5: Comprehensive and unmatched product offering to give market leadership
Comprehensive and unmatched product offering to give market leadership MANUFACTURER Integrated Service TITAN Comp 1 Comp 2 Comp 3 Company PCE - standard and coated line Product Automated Shooting Panel with Acquisition manufacturing Modular Gun & Hardware and services Release Tools offering Modular
Slide 6: Market leading reputation in North America
Market leading reputation in North America 2023 Improved HSE 49 Hunting Titan 38 0 Wellmatics 11 Differentiated technology 21 GEODynamics 16 13 Quality and reliability Core Lab/Owen 9 7 DynaEnergetics 10 Availability and delivery Halliburton 5 0 10 20 30 40 50 60 Shaped Charges Perforating Guns Cust
Slide 7: IP – the key to market leadership
IP – the key to market leadership IP by benefit to customer 185 granted patents representing 50 product lines and granted patent families active in 12 countries 34% Other Product Improvement 43% Internal Cost Savings Oriented Perforating Rental Tools 13% 90 pending applications representing 5% 5% Sa
Slide 8: Blue chip customers from wireline operators to E&Ps
Blue chip customers from wireline operators to E&Ps Hunting PLC Capital Markets Day, 13 September, 2023 30
Slide 9: Continued perforating systems growth across North America
Continued perforating systems growth across North America Hunting Technology Technology Introduction E&P Company Hunting Systems Products Complete Systems & PLG Service Providers 3rd Party Gun Components System Providers Service Providers Complete Systems & PLG with Internal Gun Systems Increase rec
Slide 10: North America – leading the technology and market evolution and delivering growth
North America – leading the technology and market evolution and delivering growth Conventional Unconventional Technology trends – horizontal integration • Hunting’s technological • Hunting’s unconventional • Integrated completion initiatives for technological initiatives activities at the well site
Slide 11: Compelling international market opportunity – target revenue growth to $60m – $70m p.a. by 2030
Compelling international market opportunity – target revenue growth to $60m – $70m p.a. by 2030 Hunting aims to leverage its brand power International unconventional frac stages to expand its ControlFireTM platform into growing international unconventional 14,000 markets, while continuing to penetra
Slide 12: Perforating Systems – technology leader for global well completions
Perforating Systems – technology leader for global well completions 01 Hunting's high technology product offering 02 Strong IP will continue to support Hunting’s 03 Automation and horizontal integration of will lead the global market to 2030 value-added systems and components well site activities to
Slide 13: Glossary
Maneane 2030 PRE ENGINEERING GLOSSARY 3D Three-dimensional LNG Liquefied Natural Gas AGS Advanced Geothermal System m Million AOR Attic Oil Recovery M&A Mergers and Acquisitions APAC Asia Pacific MEA Middle East and Africa bn Billion mmbopd Millions Barrels Of Oil Per Day bopd Barrels of Oil per Day