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Antero Midstream Partners · conference-presentation

Antero Midstream Partners | Investor Conference Presentation Deck | 26 slides

26 pages · 4 arc beats · 2 loops

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Antero Midstream Partners | Investor Conference Presentation Deck | 26 slides

Antero Midstream Partners · 2018-11
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 1
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits
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100% 2/2 slides 50% 1/2 slides 100% 2/2 slides
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Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits
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50% 1/2 slides 100% 2/2 slides
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Financials 5 slides 100% 5/5 slides 100% 5/5 slides · 28 hits
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100% 5/5 slides 100% 5/5 slides 60% 3/5 slides The Ask 4 slides 100% 4/4 slides 100% 4/4 slides · 24 hits
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100% 4/4 slides 75% 3/4 slides 100% 4/4 slides
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Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
other
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03
other
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04
Slide presents a dual-entity structure (E&P and Midstream) with geographic asset mapping.establish_context
Open slide detailBeat · Problem
05
The diagram uses a central pillar structure to connect operational strategies to shareholder value.present_framework
Open slide detailBeat · Problem
06
The slide uses a dual-chart layout to highlight competitive advantage in both inventory size and current production capacity.compare_peers
Open slide detailBeat · Solution
07
The map uses a red oval to highlight 'Future buildout' areas.present_solution
Open slide detailBeat · Solution
08
The chart compares Antero's realized differential (green) against the general Appalachian market (red), highlighting the stability provided by their hedging strpresent_solution
Open slide detailLoop · Before After
09
The chart shows Antero (AR) outperforming or matching the top peer in the group.compare_peers
Open slide detailLoop · Before After
10
The slide uses a dual-chart layout to demonstrate financial superiority over peers.compare_peers
Open slide detailBeat · Financials
11
Uses a stylized timeline/inflection point diagram to illustrate financial turnaround.present_solution
Open slide detailBeat · FinancialsLoop · Zoom In
12
The slide uses a bar chart to show FCF yield by company and an inset line chart to show stock performance divergence based on FCF status.compare_peers
Open slide detailBeat · FinancialsLoop · Zoom In
13
The chart shows historical and projected leverage ratios, highlighting a leverage threshold and return of capital potential.quantify_opportunity
Open slide detailBeat · FinancialsLoop · Zoom In
14
Uses a funnel to represent filtering criteria for peer groups, leading to a comparison table of valuation multiples.compare_peers
Open slide detailBeat · Financials
15
appendix
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16
Uses a 2x2 matrix for sector comparison and a line chart for industry ROCE trends.analyze_data
Open slide detailBeat · The Ask
17
The slide uses a callout to highlight the energy sector's low valuation multiple (7.3x) relative to other sectors.quantify_opportunity
Open slide detailBeat · The Ask
18
Uses red 'X' marks and red circles to emphasize the removal of specific entities and the realignment of ownership percentages.present_solution
Open slide detailBeat · The Ask
19
The chart uses a waterfall bridge to decompose the impact of various costs (Pad, FT fees, AM fees, G&A, Land) on the internal rate of return.show_valuation_bridge
Open slide detailBeat · The Ask
20
appendix
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21
summarize
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22
The slide explains why a full reconciliation is not provided and lists specific forecasted items for 2018.appendix
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23
The slide provides a detailed breakdown of adjustments to net income to arrive at Adjusted EBITDAX and subsequently net cash from operations.analyze_data
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24
The slide provides a detailed breakdown of revenue and cost components to arrive at the final Adjusted EBITDAX margin.analyze_data
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25
The slide contains two distinct tables: one for per-unit metrics ($/Mcfe) and one for absolute dollar values ($ Millions).analyze_data
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26
The table reconciles Net Income to Adjusted EBITDAX by adding back non-cash items, interest, taxes, and other specific adjustments.analyze_data
Open slide detail