Eco-Stim Energy Solutions — IPAA OGIS New York April 2018
14 slides from Eco-Stim Energy Solutions's conference presentation, Apr 9, 2018
Slide 1: Eco-Stim Energy Solutions - IPAA OGIS New York
ee ecystin ENERGY SOLUTIONS IPAA OGIS New York April 9-10, 2018 (Nasdaq: ESES)
Slide 2: Forward-Looking Statements
ry 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,” “expect,
Slide 3: Investment Highlights
Investment Highlights Poised for growth with three well stimulation spreads in attractive markets; large multi-year contract opportunities Net debt free balance sheet ') Significant discount to peers based on enterprise value to hydraulic horsepower Experienced management team with committed investo
Slide 4: Technology-Driven, Growth Platform in Leading Plays
Technology-Driven, Growth Platform in Leading Plays Company Overview % * Headquartered in Houston, Texas a * Total capacity: ~168,000 HHP, including 53 operational pumps & 20 additional pumps subject to refurbishment and upgrades prior to activation * Growth oriented oilfield service company providi
Slide 5: Seasoned Management Team
Seasoned Management Team J. Chris Boswell President, CEO and + 28+ years senior management oilfield A Hh GOS Co-Founder experience Carlos A. Fernandez eee AuGUa + 35+ years senior management experience in neos &Paradig General Mgr., Latin America a ad Oa tata Latin America + 35+ years senior managem
Slide 6: Recent Company Milestones
Recent Company Milestones 4/18: Completed $10MM Series A Preferred stock private placement with largest shareholder to fund CAPEX & WC 2/18: Third party bundled services not provided as part of Argentina service package starting in February 2018 that should improve profitability and allow positive c
Slide 7: Established Start-up Operations in 2017 and Positioned for Profitability
Established Start-up Operations in 2017 and Positioned for Profitability in Summary of Key Events in 2017 Refinanced the company & secured a start up contract in the U.S. Diversified the business into two growing markets Transitioning away from low margin contracts negotiated at 2016 price levels Es
Slide 8: Opportunities in Oklahoma: The STACK and SCOOP Plays
Opportunities in Oklahoma: The STACK and SCOOP Plays Recent Company Events * Second contract operational on October 20, 2017. Contract is for one year, with customer option for the second year NEW MEXICO * First spread went back to work in the STACK, operating in the spot market in early March 2018
Slide 9: Inflection point for Argentina operations
Inflection point for Argentina operations Management Commentary + Submitted a proposal to amend existing agreement to improve utilization and minimize stand-by time + In February 2018, eliminated certain third-party services which contributed negatively to fleet level gross margin during 2017 + Iffi
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 $0 G>~—s-BRO if) KEANE LIBERTY PETRO FTS (2) Denotes full firm enterprise value for LBRT, PUMP, FTSI, FRAC and ESES. Total HHP for peers per company disclosures.
Slide 11: Annual Revenue Since Start of Operations
Annual Revenue Since Start of Operations $50 $45 $40 $35 $30 $25 $20 $15 $10 $5 $o 2015 2016 WAgentina ml Oklahoma 2017 10
Slide 12: Condensed Consolidated Balance Sheets
Condensed Consolidated Balanced Sheets Assets Current assets: Cash and cash equivalents Accounts receivable Inventory Prepaids Other assets Total current assets Property, plant and equipment, net Other non-current assets Total assets Liabilities and stockholders’ equity Current liabilities: Accounts
Slide 13: Investment Highlights
Investment Highlights Poised for growth with three well stimulation spreads in attractive markets; large multi-year contract opportunities Net debt free balance sheet!) Significant discount to peers based on enterprise value to hydraulic horsepower Experienced management team with committed investor
Slide 14: Eco-Stim Energy Solutions
ecy¥stin ENERGY SOLUTIONS
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