Stabilis Solutions, Inc. · NASDAQ:SLNG
Stabilis Solutions — Investor Presentation (October 2023)
20 slides from Stabilis Solutions's investor presentation, Oct 25, 2023
Slide 1: Investor Presentation October 2023
Seals Investor Presentation October 2023
Slide 2: Forward-Looking Statements
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Slide 3: Stabilis Overview
Stabilis Overview Amarket leading energy transition growth platform % What we do lis is a Nasciag LNG production, storage, transportation and fueling solutions to multip ites LNG Liquefaction Factty unc tigu ery points across the Mexico, and C ne eS ¢ Weare an LNG solutions Ml We offer last-mile We
Slide 4: Key Messages
Key Messages 1 A leading publicly-listed energy transition growth platform that provides small-scale, liquefied natural gas ("LNG") fueling solutions to multiple end markets as the International Maritime Organization's 2020 low sulfur emissions mandate is 2 A significant opportunity to capitalize on
Slide 5: Traditional Small-Scale LNG Value Chain vs Conventional World-Scale LNG Value Chain
Traditional Small-Scale LNG Value Chain Conventional World-Scale LNG Value Chain ‘ow eaptl meray | quilt mater [oe Make | <OSmmipapreaucton ih eaptal ner ong cancuucton peiods | ntmalonl expat =O mntpa production Osx: to wl uralGas reduction small-scale Liquerication Plant ‘world-Seale Liquercation
Slide 6: Strategic Roadmap
er Biaregic poagmap Industrial Business ks Bu ® ower GHG Emissions Geb, Emerging Fuels Optimize Growth SQ? of Marine Industry Future Development Gas Accelerate Expansion Optimize our US. industrial business Capitalize on multi-year marine Introduction of additional emerging commercial, production, a
Slide 7: Industrial Business: Optimized and Integrated Operating Model
Industrial Business: Optimized and Integrated Operating Model Leading producer and supplier of “last-mile” LNG across North America LNG Production & Sales > Two owned-operated Iiguefactlon fectties Wecperae to cogent ose fatal gteinetnottraugns puraten > Expansive network ia-party supply network ett
Slide 8: Diverse Industrial End Market Exposure Mitigates Cyclical Risk
Diverse Industrial End Market Exposure Mitigates Cyclical Risk Leveraging our solid foundation to capitalize on demand growth within emerging marine sector Legacy Industrial End Markets Served LTM 2Q23 Revenue A 9 ® cece) 2 ener india goresstes Mining ia recsosce EE Cas voc! I x woesate orate IE Tra
Slide 9: Marine Bunkering Market Undergoing Considerable Structural Change
Marine Bunkering Market Undergoing Considerable Structural Change Marine regulations and social responsibility goals are driving rapid adoption of cleaner fueling solutions The International Maritime Organization (IMO) is the United Nations agency responsible for the safety and security of shipping
Slide 10: Natural Gas is the Energy Transition Bridge Fuel of Choice
Natural Gas is the Energy Transition Bridge Fuel of Choice Clean, abundant, and cost-edvantaged fuel ‘Natural gas will account for more than 40% of the world’s total energy z 1s. ‘gas is ess volatile and has a str ‘matrix for at least the next 25 years, jctural cost advantage versus oll-based fuels
Slide 11: Marine LNG Fuel Demand Rapidly Accelerating
Marine LNG Fuel Demand Rapidly Accelerating LNG is the leading fuel of choice to power the maritime industry to lower emissions The bridging of U's. natural 2 able market of shit gas supply with newbuild LNG-fueled demand, 000 presents a significant SING initial Addressable Market —Global Market opp
Slide 12: Marine Business: Capabilities and Approach
Marine Business: Capabilities and Approach Stabilis is leading the wey in LNG bunkering solutions for the modern marine market Initial focus on growing our LNG bunkering presence across U.S. coastal ports A leading provider of LNG bunkering RUA Em L0vor0° Our unmatched sourcing, commercial, rechnica
Slide 13: Our Further Expansion into Multi-Year Marine Demand Cycle
Our Further Expansion into Multi-Year Marine Demand Cycle Delivering solutions across a diverse and optimized portfolio of assets and capabilities a » Local Dernanel
Slide 14: Demonstrated Early Success to Date
Demonstrated Early Success to Date A market leader operating on three coasts Having delivered. in excess 83,000 m$ of marine LNG'Since 2021, Port of Long Beach, CA Port Fourchon, LA Port Canaveral, FL
Slide 15: LNG Exports Continue to Rise Across the Globe
LNG Exports Continue to Rise Across the Globe Stabilis is licensed by the U.S. Department of Energy to export 23 million m3 of LNG volume annually Stabilis received DOE approval to export LNG.in 2022 the US. Departmentof Energy 0 export domestically LNG toall free trade and de countries, including s
Slide 16: Financially Sound Growth Equity
Financially Sound Growth Equity Early progress on multi-year growth platform LTM 2923 Total Revenue LTM 223 Adj. EBITDA, LTM 2923 Free Cash Flow eon (son) Continuing Operations (SM) +16% +74% +93% $952 $96 $54 Lm 2q22 LT 2Q25 Lm 2922 LTM 2928 1m 2923 Solid Liquidity & Leverage Profile Funding operat
Slide 17: Senior Leadership Team
Senior Leadership Team Seasoned and entrepreneurial leadership team with the needed capabilities to deliver value senior Vice Presid Vice Presiden’ 7 Superior » 24 years experience in operations, finance, and Maa globally » Prior to Stabilis, multiple leadership positions including VP M&A, EVP, Glob
Slide 18: Investment Conclusion
Investment Conclusion Ground floor investment opportunity in an exciting growth platform: (+ (« ( ( me % Profitable energy transition growth stock Significant exposure to a scalable expansion opportunity to lower GHG emissions in the marine sector Highly experienced leadership team with decades of e
Slide 19: Appendix
Appendix
Slide 20: Non-GAAP Reconciliation of Adjusted EBITDA
Non-GAAP Reconciliation of Adjusted EBITDA Teci2o22 J azz [ira2 2022] 000 z Net nar = Canin Ops reas) (s2308 Inert mom Tex ee Depreciation aaa a2. fanba (sus) se Severance and vesting of resticted stock CEO trenton 2a88 Early termination of ec lease 76 ‘Uneaize gan oss on demaves non-ash wnte-cf of
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