Baird | Investment Banking Pitch Book | 43 slides

Baird · 2018-03
arc beats above · slides in the middle · loops below · scroll → 0 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

1
coverage by narrative range · generated from this deck JSON
Narrative range 43 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 43 slides 100% 43/43 slides 100% 43/43 slides · 180 hits
0/43 slides
27.9% 12/43 slides · 16 hits 16.3% 7/43 slides
0/43 slides
0/43 slides

Slide inventory

43
every slide · same image gating as the playbook
01
Slide 1
Baird branding present.front_matter
02
front_matter
03
transition
04
Uses a two-column comparison structure to highlight negative (red X) and positive (green check) factors.diagnose
05
transition
06
The slide uses two side-by-side horizontal bar charts to compare performance across different timeframes.compare_peers
07
The chart uses a horizontal bar format to show valuation ranges for different company groups.compare_peers
08
The slide uses arrows to annotate market trends: 'Flight-to-quality and the Permian' and 'Multiple Normalization'.compare_peers
09
The slide uses two back-to-back horizontal bar charts to compare performance over different time horizons.compare_peers
10
The chart tracks relative performance from 2014 to 2018, highlighting specific financial events for AR.compare_peers
11
The chart shows a clear downward trend in valuation multiples for AR compared to its peers over the observed period.compare_peers
12
The slide uses a waterfall chart to bridge consolidated enterprise value to pure enterprise value, followed by a peer comparison table.compare_peers
13
transition
14
The slide links operational commitments (transportation) to financial obligations and market pricing.quantify_impact
15
The slide uses a combination of bar and line charts to illustrate the relationship between capital expenditure, debt leverage, and production growth.analyze_data
16
The slide uses bar charts to contrast performance metrics between two companies, highlighting COG's superior financial and operational positioning.compare_peers
17
The slide uses historical time-series data to illustrate market conditions.analyze_data
18
The slide highlights the shift toward more granular reporting for E&P segments.summarize
19
transition
20
The slide uses a 'no' symbol to indicate the broken link in the Antero structure.frame_problem
21
The slide uses a combination of bar charts and a table to illustrate the financial disparity between the parent company (AR) and the midstream entities.analyze_data
22
The tables highlight the ownership positions of Paul M. Rady and Glen C. Warren Jr. across the Antero entities.analyze_data
23
transition
24
The table uses checkmarks, crosses, and 'Possible'/'Neutral' labels to indicate the impact of various strategic actions on four key themes.compare_options
26
transition
27
The table compares various basin categories against Antero Resources using 2018E and 2019E estimates.compare_peers
28
The table compares financial and operational data for 6 companies plus a median row.compare_peers
29
The table compares market capitalization, debt, EBITDA, and valuation multiples for several gas-focused companies against a median and Antero.compare_peers
30
The table includes financial data (Market Cap, Debt, EBITDA) and operational data (Production, Reserves, R/P Ratio) for 9 companies plus a median row.compare_peers
31
Includes company logos, market data (price, equity market cap, net debt, TEV, EBITDA), and valuation multiples (reserves, production, EBITDA, net debt).compare_peers
32
Includes company logos, market data (share price, market cap, debt, EV, EBITDA), and operational metrics (production, growth, reserves, R/P ratio).compare_peers
33
The table includes company logos, market data (share price, market cap, net debt, TEV, EBITDA), and valuation multiples (reserves, production, debt/EBITDA).compare_peers
34
The table includes market data (share price, market cap, debt, enterprise value, EBITDA) and operational metrics (production, growth, reserves, gas mix, R/P ratcompare_peers
35
The table includes market data and valuation multiples (EV/EBITDA, Net Debt/EBITDA) for 12 companies plus a median row.compare_peers
36
Includes market data and operational metrics with median calculations for two peer groups.compare_peers
37
Includes median calculations for both peer groups.compare_peers
38
transition
39
The table tracks ticker, release date, dividend changes, repurchase amounts, and market performance.analyze_data
40
front_matter
43
The slide features a background image of industrial pipes and the Baird logo.other