Eco-Stim Energy Solutions — The Oil & Gas Conference 2018
16 slides from Eco-Stim Energy Solutions's conference presentation, Aug 21, 2018
Slide 1: The Oil & Gas Conference
ee ecystin ENERGY SOLUTIONS The Oil & Gas Conference August 21, 2018 (Nasdaq: ESES)
Slide 2: Cautionary Statement
Cautionary Statement This presentation contains statements about future events and expectations that can be characterized as forward-looking statements, including statements about the Company’s plans, strategies and prospects. The use of the words “anticipate,” “plan,” “seek,” “intend,” “estimate,”
Slide 3: Who are we? Company Overview
Who are we? Company Overview * Headquartered in Houston, Texas * Ready to work capacity: ~125,000 operational HHP, including 53 pumps; 8 blenders, 4 hydration units, 4 data vans, 80+ tractors, three sets treating iron and all ancillary equipment needed to operate three spreads. Also have an addition
Slide 4: Investment Highlights
Investment Highlights v v v v v v Over 100,000 HHP of working capacity in U.S. market; 25,000 HHP in Argentina Significant discount to peers based on enterprise value to hydraulic horsepower Attractive technologies with natural gas powered pumping units and down hole diagnostics capability Limited D
Slide 5: Seasoned Management Team
Seasoned Management Team Relevant Experience le Neos J. Chris Boswell President, CEO and + 28+ years senior management oilfield Co-Founder experience thet ik Carlos A. Fernandez RAs deal - 35+ years senior management experience in . ‘ : b NCOs Paradigm General Mgr., Latin America ARR and Co-Founder
Slide 6: Annual Revenue Growth Since Start of Operations
Annual Revenue Growth Since Start of Operations What differentiates EcoStim from other pressure pumping companies in the U.S.? 1) Offering our customers individually powered mobile pumping units that can run on 100% natural gas 2) Developed a firm market position in the only successful shale play ou
Slide 7: Established Start-up Operation in U.S. during 2017 and Positioned for Profitability in 2H 2018
Established Start-up Operation in U.S. during 2017 and Positioned for Profitability in 2"4 half of 2018 Summary of Key Events in 2018 Added capacity in effort to launch a second fleet in spot market during May 2018 Positive Q2 gross margins in Argentina Combined two U.S. fleets in late Q2 due to wea
Slide 8: Transitioning out of loss generating contract in Argentina; active and expanding market
Transiitioning out of loss generating contract in Argentina; active and expanding market Management Commentary + Transitioning out of loss generating contract in Argentina; expect to have cash flow positive transition period (estimated through December 2018) Demonstrating strong gross margins for th
Slide 9: Argentina Hydraulic Fracturing Market Growth
Argentina Hydraulic Fracturing Market Growth Argentina Rig Count Outlook 124 att 5 103105 9 7700 81 80 il il l ill lll | anal _total SESS ororsrelrst hm Gh s stages SPF F SPs sess og Owe 7,862 total ® s Oil "Gas ™ Spears Forecast 130% P A A" donee 41,240 20% 5002 total taal [—— |_stages 4,125 Annual
Slide 10: Attractive Value Relative to Peers
Attractive Value Relative to Peers Total Enterprise Value / Total HHP!) $2,500 Peer Average $2,000 $1,901 $1,500 $1,000 $500 $480 $0 KEANE/ 9 OC SStiD (2) _ Denotes full firm enterprise value for LBRT, PUMP, FTSI, FRAC and ESES. Total HHP for peers per company disclosures based on March data except
Slide 11: Innovation Drive within the Pressure Pumping Industry
Innovation Drive within the Pressure Pumping Industry ie t IM ENERGY SOLUTIONS
Slide 12: Why a turbine engine is a better power source than a diesel engine for pumping?
Why a turbine engine is a better power source than a diesel engine for pumping? ENERGY SOLUTIONS * Designed to run at high horsepower — 4,000+ HP for most engines * Engines typically certified for 10,000 hours of flight time — industrial users claim up to 30,000 hours if run on natural gas * Emissio
Slide 13: Modern automation software, sensing technology and computer chip speed allow for major changes
Modern automation software, sensing technology and computer chip speed allow for major changes in turbine pumping performance ENERGY SOLUTIONS Modern computer processing speed and software developments have allowed for: — Multiple redundant safety features now automated - Turbine / Gearbox interface
Slide 14: Technologies Integration & flexible adoption
Technologies Integration & flexible adoption ENERGY SOLUTIONS Traditional EcoStim Diesel Powered CNG Powered CNG Powered Conventional Frac Pump Units FracTurbine Pump Units Frac Turbine Pump Units 27,000HHP 27,000HHP 9,000 HHP beens Using Sliding Sleeves { 1} ME 4500 Ly i HHP Gru ah a CNG Tanker CNG
Slide 15: Investment Highlights
Investment Highlights v v v v v v Over 100,000 HHP of working capacity in U.S. market; 25,000 HHP in Argentina Significant discount to peers based on enterprise value to hydraulic horsepower Attractive technologies with natural gas powered pumping units and down hole diagnostics capability Limited D
Slide 16: ecy¥stin
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