Antero Midstream Partners | Investor Conference Presentation Deck | 44 slides

Antero Midstream Partners · 2015-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The central hub is the 'Premier Appalachian Midstream Partnership'.present_framework
Open slide detailBeat · Problem
04
The slide highlights AR's competitive positioning in the Appalachian Basin using four bar charts.compare_peers
Open slide detailBeat · Problem
05
Includes a bar chart showing rig counts by operator in the SW Marcellus & Utica region.establish_context
Open slide detailBeat · Problem
06
The chart highlights Antero as the leader in production growth, with Appalachian peers color-coded in green.compare_peers
Open slide detailBeat · SolutionLoop · Pattern Hunter
07
Includes Y-O-Y growth annotations on each chart; EBITDA chart includes a 2015E projection.analyze_data
Open slide detailBeat · SolutionLoop · Pattern Hunter
08
The map uses color-coded regions to denote different shale plays and company positions. The bar chart shows Antero (AR) significantly outperforming 11 peers.size_opportunity
Open slide detailBeat · SolutionLoop · Pattern Hunter
09
The slide uses a combination of dual-axis combo charts for regional economics and a bar chart for peer benchmarking.analyze_data
Open slide detailBeat · SolutionLoop · Pattern Hunter
10
Uses two bar charts to demonstrate cost leadership in both oil and gas segments.compare_peers
Open slide detailBeat · SolutionLoop · Pattern Hunter
11
The map uses color-coded markers and lines to represent infrastructure development from 2014 through 2018+.illustrate_case
Open slide detailBeat · Market Size
12
The map uses color-coded lines and symbols to represent infrastructure development over time across several counties.plan_implementation
Open slide detailBeat · Market Size
13
The slide uses a combination of pie charts for contract mix, a check-mark matrix for geographic exposure, and a bar chart for rig counts to position Antero Midscompare_peers
Open slide detailBeat · Market Size
14
The slide demonstrates strategic risk mitigation through geographic diversification of transportation capacity.analyze_data
Open slide detailBeat · Market Size
15
The slide uses a combination bar and line chart to illustrate historical performance and future projections.analyze_data
16
The slide uses a custom value chain diagram with specific callouts for asset ownership status (AM Owned vs AM Option).present_framework
17
The slide highlights a strong liquidity position ($1.162B) and low leverage (0.0x) compared to peers.compare_peers
Open slide detailBeat · Financials
18
The chart uses a dual-axis combination of bar (growth %) and line (coverage ratio) to benchmark Antero Midstream (AM) against peers.compare_peers
Open slide detailBeat · Financials
19
The chart uses bubble size to represent market capitalization and includes a regression line with an R-squared value of .93.compare_peers
Open slide detailBeat · Financials
20
transition
Open slide detailBeat · Financials
21
Includes a table of infrastructure metrics and a map showing asset locations and processing complexes.analyze_data
22
Includes a table of operational metrics (YE 2014 vs YE 2015E) and a detailed map of the Marcellus Shale region with infrastructure legends.analyze_data
23
Includes a table comparing 2014 and 2015E infrastructure metrics.establish_context
24
The chart compares a single internal metric (AM Organic) against a set of 16 external market precedents.compare_peers
25
The slide uses a bar chart with ranges to show IRR, and a table to detail Capex and operational metrics.analyze_data
26
The slide uses a chevron-style list for activities paired with descriptive text boxes for the terms.size_opportunity
27
The slide details asset growth (pipeline miles, impoundments) and projected 2015 activity for two distinct water systems.analyze_data
28
The slide details a specific infrastructure project (Regional Gathering Pipeline) and its impact on gas production and market access.establish_context
29
The slide highlights the 'Area of Dedication' (AOD) for Antero Midstream (AM) and compares it against MarkWest's AOD.quantify_opportunity
30
Includes a map of the Utica Shale region with callouts for specific wells and summary statistics for acreage and reserves.analyze_data
31
summarize
Open slide detailLoop · Cost Of Inaction
32
The chart uses a visual arrow to emphasize the CAGR growth rate.analyze_data
Open slide detailLoop · Cost Of Inaction
33
appendix
Open slide detailLoop · Cost Of Inaction
34
The slide uses a flow-map diagram to visualize infrastructure commitments and market access.quantify_opportunity
Open slide detailLoop · Cost Of Inaction
35
Includes a legend for transport types (rail, pipeline, truck) and specific volume commitments.analyze_data
Open slide detailLoop · Cost Of Inaction
36
Includes a map of acreage categorized by gas richness (Btu) and specific well pad production data.quantify_opportunity
37
The chart uses rig icons to indicate current drilling focus within the price sensitivity curves.analyze_data
38
Includes a geographic map of the Utica core area with specific well performance data and acreage breakdown.analyze_data
39
The chart uses rig icons to indicate current drilling locations across different Btu regimes.analyze_data
40
Shows the IRR improvement from switching from TETCO to CGTLA pricing.analyze_data
41
The slide is labeled A-8, indicating it is part of an appendix.analyze_data
42
The slide includes specific footnotes regarding the source of the data and the scope of the expenses.analyze_data
43
The slide uses a conceptual line chart to illustrate the 'decline' that needs to be offset by new capital expenditures.present_framework