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Antero Resources · deck

Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 34 slides

34 pages · 5 arc beats · 3 loops

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Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 34 slides

Antero Resources · 2018-02
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 34 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 11 hits
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75% 3/4 slides
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100% 4/4 slides
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Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 11 hits
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100% 3/3 slides
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Evidence & Proof 7 slides 100% 7/7 slides 100% 7/7 slides · 25 hits
— 0/7 slides
42.9% 3/7 slides 57.1% 4/7 slides 100% 7/7 slides 71.4% 5/7 slides Solution & Approach 9 slides 100% 9/9 slides 100% 9/9 slides · 38 hits
— 0/9 slides
44.4% 4/9 slides 55.6% 5/9 slides 100% 9/9 slides 33.3% 3/9 slides Impact & Next Steps 11 slides 100% 11/11 slides 100% 11/11 slides · 50 hits
— 0/11 slides
36.4% 4/11 slides 54.5% 6/11 slides 100% 11/11 slides
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Slide inventory

34
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
03
front_matter
Open slide detailBeat · Situation & Context
04
executive_summary
Open slide detailBeat · Situation & Context
05
summarize
Open slide detailBeat · Problem & Complication
06
The table lists 10 specific activist campaigns with details on target, date, market cap, activist, stake, and demand categories (Strategic, Structural, Governananalyze_data
Open slide detailBeat · Problem & Complication
07
The slide uses line charts to show historical trends for five entities/groups over a two-year period ending Feb-18.compare_peers
Open slide detailBeat · Problem & Complication
08
Includes adjustments for MLPs and Midstream assets; compares against Permian peers.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
09
The slide uses bar charts to compare leverage ratios across multiple companies, highlighting Antero in a distinct color.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
10
The chart shows a shift from Buy to Hold ratings over time, correlating with a decline in share price and average price target.compare_peers
Open slide detailBeat · Evidence & Proof
11
The slide presents two distinct lists of strategic options, categorized by structural and financial approaches.present_solution
Open slide detailBeat · Evidence & Proof
12
The slide uses a matrix-like structure to compare two strategic options.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
13
The slide uses a matrix structure to compare two strategic options.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
14
The slide uses a standard comparison matrix structure to weigh strategic options.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
15
The slide uses a simple pros/cons or benefits/considerations structure to evaluate a financial strategy.present_solution
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
16
The slide uses a matrix structure to compare financial strategies.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
17
The table uses a structured comparison framework to weigh strategic financial alternatives.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
18
Uses a funnel diagram to show how shareholder inputs lead to improved valuation, with a secondary table for other strategic options.present_solution
Open slide detailBeat · Solution & Approach
19
Includes detailed financial valuation metrics and ownership breakdown.analyze_data
Open slide detailBeat · Solution & Approach
20
The chart includes a table summarizing specific exchange ratios and premiums as of February 16, 2018.compare_peers
Open slide detailBeat · Solution & Approach
21
The slide compares standalone vs pro forma financial projections for AM from 2018E to 2022E.analyze_data
Open slide detailBeat · Solution & Approach
22
The slide uses a consistent color-coded bar chart approach to show accretion/dilution across four key financial metrics from 2018E to 2022E.analyze_data
Open slide detailBeat · Solution & Approach
23
The slide uses a numbered list to present valuation arguments including yield, growth rates, DDM, IRR, and EBITDA multiples.analyze_data
Open slide detailBeat · Solution & Approach
24
Includes R-squared value and specific sensitivity analysis for AMGP yield.compare_peers
Open slide detailBeat · Impact & Next Steps
25
appendix
Open slide detailBeat · Impact & Next Steps
26
The slide uses a contrast-based structure to present investment thesis points.analyze_data
Open slide detailBeat · Impact & Next Steps
27
summarize
Open slide detailBeat · Impact & Next Steps
28
AM metrics per company projections.compare_peers
Open slide detailBeat · Impact & Next Steps
29
The slide uses a series of horizontal bar charts to compare AM against peers (OKS, KMP, EPB, NGLS, RRMP).compare_peers
Open slide detailBeat · Impact & Next Steps
30
Includes sensitivity analysis for share price based on discount rate and terminal yield.analyze_data
Open slide detailBeat · Impact & Next Steps
31
Includes footnotes regarding market data date and RMGP equity value assumption.compare_peers
Open slide detailBeat · Impact & Next Steps
32
appendix
Open slide detailBeat · Impact & Next Steps
33
Includes a scatter plot of relative price performance vs market cap and a detailed table of historical E&P buybacks.cite_precedent
Open slide detailBeat · Impact & Next Steps
34
The slide compares two distinct funding strategies for share repurchases, evaluating their impact on net free cash flow and leverage ratios over a 5-year periodanalyze_data
Open slide detailBeat · Impact & Next Steps