Quintana Energy Services — Piper Jaffray Annual Energy Conference 2019
19 slides from Quintana Energy Services's conference presentation, Mar 4, 2019
Slide 1: Piper Jaffray Annual Energy Conference February 2019
Piper Jaffray Annual Energy Conference February 2019 FORWARD LOOKING STATEMENTS
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements This presentation contains certain statements and information that may constitute “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Al
Slide 3: Investment Highlights
Investment Highlights 1 Multi-Service Offering Across Diverse Geographic Base with In-Basin Scale 2 High-Quality and Broad Customer Base 3 Strong Balance Sheet with Returns-Focused Mentality 4 Significant Growth Opportunities 5 Demonstrated Consolidator with Proven Ability to Achieve Synergies 6 Rec
Slide 4: QES Overview
QES Overview COMPANY OVERVIEW UNCONVENTIONAL FOCUS Growth-oriented provider of diversified oilfield services focused on U.S. unconventional resourcesï,§ Multi-service offering positioned across the well lifecycleï,§ Broad customer base supported by differentiated level of service HQ—Houston and oper
Slide 5: QES vs. Key Competitors
QES vs. Key Competitors Directional Drilling Pressure Pumping Coiled Tubing Rig-Assisted Snubbing Wireline FORWARD LOOKING STATEMENTS 5
Slide 6: Diverse Geographic Base Across Major Unconventional Basins
Diverse Geographic Base Across Major Unconventional Basins Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage QES has a strong presence in mult
Slide 7: Differentiated Directional Drilling Exposure – Drilling the Toughest Wells
Differentiated Directional Drilling Exposure – Drilling the Toughest Wells DIRECTIONAL DRILLING Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Lever
Slide 8: Premier Unconventional Frac Business with Cementing and Conventional Upside
Premier Unconventional Frac Business with Cementing and Conventional Upside PRESSURE PUMPING Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage
Slide 9: Pressure Control Solutions Suited For Extended-Reach Laterals
Pressure Control Solutions Suited For Extended-Reach Laterals PRESSURE CONTROL Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage Coiled tubing
Slide 10: Repositioned Coiled Tubing Fleet in 2018
Repositioned Coiled Tubing Fleet in 2018 PRESSURE CONTROL Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage QES COILED TUBING FLEET 2 QES is a
Slide 11: Complementary Wireline Business
Complementary Wireline Business WIRELINE Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage Combination of greenfield wireline business started
Slide 12: High-Quality and Broad Customer Base
High-Quality and Broad Customer Base Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage Strong, long-standing customer relationships across our
Slide 13: Strong Balance Sheet with Returns-Focused Mentality
Strong Balance Sheet with Returns- Focused Mentality Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage ($ in millions) FINANCIAL AND CAPITALIZ
Slide 14: Positioned For Growth
Positioned For Growth Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage QES will continue to pursue organic growth and selected acquisition gr
Slide 15: Strategic Consolidation Blueprint – Archer NAM Case Study
Strategic Consolidation Blueprint – Archer NAM Case Study Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage On November 23, 2015, Archer NAM e
Slide 16: Financial Summary
Financial Summary Multi-Service Offering and High Quality Customer Strong Balance Sheet Significant Growth Demonstrated Significant Operating Diverse Geographic Base Base Focused on Returns Opportunities Consolidator Leverage ($ in millions) HISTORICAL FINANCIAL SUMMARY Q4 FY Q1 Q2 Q3 Q4 2 2017 2017
Slide 17: The QES Difference
The QES Difference The Difference Veteran operators throughout the organization People Significant investment among executives and key managers Performance culture Performance All managers armed with real-time (daily) KPI and profitability metrics to maintain focus on performance Rigorous maintenanc
Slide 18: Appendix
Appendix FORWARD LOOKING STATEMENTS 18
Slide 19: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation ($ in millions) Q4 2018 Estimated Range Three Months Ended Year Ended December 31, Low High 9/30/2018 6/30/2018 3/31/2018 12/31/2017 2017 2016 Adjustments to Reconcile Adjusted EBITDA to Net Income (loss): Net Income (Loss) $ (1.8) $ (1.5) $ (2.4) $ 2.1 $ (16.4) $ 2.1
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