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Antero Midstream Partners · conference-presentation

Antero Midstream Partners | Investor Presentation Deck | 54 slides

54 pages · 6 arc beats · 3 loops

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Antero Midstream Partners | Investor Presentation Deck | 54 slides

Antero Midstream Partners · 2018-11
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
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

6
coverage by narrative range · generated from this deck JSON
Narrative range 54 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 20 hits
— 0/5 slides
20% 1/5 slides
— 0/5 slides
100% 5/5 slides
— 0/5 slides
Market Size 5 slides 100% 5/5 slides 100% 5/5 slides · 22 hits
— 0/5 slides
20% 1/5 slides 40% 2/5 slides 100% 5/5 slides 100% 5/5 slides Solution 10 slides 100% 10/10 slides 100% 10/10 slides · 56 hits
— 0/10 slides
10% 1/10 slides 70% 7/10 slides · 8 hits 100% 10/10 slides 100% 10/10 slides Financials 10 slides 100% 10/10 slides 100% 10/10 slides · 54 hits
— 0/10 slides
50% 5/10 slides 70% 7/10 slides 100% 10/10 slides 100% 10/10 slides Team 5 slides 100% 5/5 slides 100% 5/5 slides · 26 hits
— 0/5 slides
20% 1/5 slides 40% 2/5 slides 100% 5/5 slides
— 0/5 slides
The Ask 19 slides 100% 19/19 slides 100% 19/19 slides · 74 hits
— 0/19 slides
31.6% 6/19 slides 10.5% 2/19 slides 100% 19/19 slides
— 0/19 slides

Slide inventory

54
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem
02
other
Open slide detailBeat · Problem
03
Includes definitions of company abbreviations (AR, AM, AMGP).other
Open slide detailBeat · Problem
04
Includes a map of acreage in Ohio, Pennsylvania, and West Virginia.summarize
Open slide detailBeat · Problem
05
Includes specific pricing data for 2019 and highlights the dual-source capability (Marcellus/Utica) for the Rover capacity.quantify_opportunity
Open slide detailBeat · Problem
06
summarize
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
07
Uses a before-after diagram to illustrate corporate restructuring.present_solution
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
08
Includes a line chart showing historical and projected leverage ratios against a defined threshold.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
09
front_matter
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
10
The chart uses a bar chart to demonstrate competitive advantage in inventory size.compare_peers
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
11
The chart uses a dual-axis approach to show production volume (bars) and revenue percentage (labels on bars).compare_peers
Open slide detailBeat · SolutionLoop · Mece Breakdown
12
The chart highlights two distinct growth periods with specific CAGR annotations.analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
13
Uses a map-based comparison framework to illustrate geographic constraints vs. advantages.compare_peers
Open slide detailBeat · SolutionLoop · Mece Breakdown
14
The slide uses a waterfall-like comparison to show revenue growth from 2018 to 2019, including a sensitivity analysis for a $0.10/gal price increase.quantify_opportunity
Open slide detailBeat · SolutionLoop · Mece Breakdown
15
The slide uses a stacked cylinder chart to represent composition and a data table to show pricing variance.analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
16
The slide uses a stacked bar chart to demonstrate revenue growth from volume increases and price sensitivity.quantify_opportunity
Open slide detailBeat · SolutionLoop · Mece Breakdown
17
Includes specific capacity data for ME2 and netback calculations for Europe and Asia vs domestic.quantify_opportunity
Open slide detailBeat · SolutionLoop · Mece Breakdown
18
The slide uses a background image of an oil rig to reinforce the operational context.establish_context
Open slide detailBeat · SolutionLoop · Mece Breakdown
19
The slide uses red arrows to highlight significant performance improvements (percentage increases/decreases) over the period.analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
20
The slide uses a before-after comparison to show efficiency gains and future cost-saving potential through longer lateral drilling.analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
21
The chart uses a dual-axis combination of bar and line charts to illustrate the relationship between capital spending, rig counts, and cash flow.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
22
The slide uses a causal chain to explain the shift from capital discipline to free cash flow generation.present_solution
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
23
The slide uses a bar chart to show FCF yield across peers and a line chart to show the performance divergence between positive and negative FCF companies.compare_peers
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
24
front_matter
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
25
The slide highlights a $1.2B mark-to-market unrealized gain and $4.0B in historical realized gains.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
26
The slide uses a combination of a line chart for hedge gains and a stacked bar chart for marketing expenses, alongside a flow diagram showing the strategic benepresent_solution
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
27
The slide uses a bar chart to demonstrate value creation from the IPO to current cumulative value.quantify_opportunity
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
28
The chart uses a grouped bar structure with a line overlay for the Nymex Henry Hub benchmark. Stippled portions represent hedge realizations.compare_peers
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
29
The chart uses a dual-axis approach to correlate company-specific margin performance with broader commodity price volatility.compare_peers
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
30
Includes financial metrics for AM and AMGP, and maps of infrastructure assets.summarize
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
31
The chart uses a dual-axis approach to show both absolute distribution values and coverage ratios over time.analyze_data
Open slide detailBeat · Team
32
Uses a value chain diagram to map assets and investment opportunities.size_opportunity
Open slide detailBeat · Team
33
The slide uses a funnel to show how specific financial criteria (Scale, Growth, Low Leverage, FCF) narrow the peer group, correlating with higher EV/EBITDAX mulcompare_peers
Open slide detailBeat · Team
34
The slide uses a visual flow to show the 53% ownership stake between the two entities.summarize
Open slide detailBeat · Team
35
appendix
Open slide detailBeat · Team
36
Includes footnotes regarding pricing assumptions and expense definitions.analyze_data
Open slide detailBeat · The Ask
37
Includes footnote regarding expense definitions.analyze_data
Open slide detailBeat · The Ask
38
Includes specific footnotes regarding non-GAAP measures and pricing assumptions.analyze_data
Open slide detailBeat · The Ask
39
appendix
Open slide detailBeat · The Ask
40
The chart uses a waterfall bridge to show how various costs (Pad, FT, AM, G&A, Land) reduce the initial ROR to the final fully burdened ROR.show_valuation_bridge
Open slide detailBeat · The Ask
41
The chart uses a stacked bar format to represent different debt instruments (AR Credit Facility, AM Credit Facility, AR Senior Notes, AM Senior Notes) across yeanalyze_data
Open slide detailBeat · The Ask
42
The chart uses a step-function to represent discrete credit rating changes over time.analyze_data
Open slide detailBeat · The Ask
43
The slide uses a three-part structure: past achievements, current cost breakdown, and future operational steps.analyze_data
Open slide detailBeat · The Ask
44
Includes a callout highlighting a 52% and 42% reduction in costs over the period.analyze_data
Open slide detailBeat · The Ask
45
Includes a red circle highlight around the total inventory and average lateral length.analyze_data
Open slide detailBeat · The Ask
46
The slide uses red-bordered boxes to highlight specific full-cycle cost components and one half-cycle component.analyze_data
Open slide detailBeat · The Ask
47
appendix
Open slide detailBeat · The Ask
48
Standard financial disclosure slide for non-GAAP metrics.other
Open slide detailBeat · The Ask
49
Includes disclaimer regarding the impracticability of providing a full GAAP reconciliation.appendix
Open slide detailBeat · The Ask
50
The table reconciles Net (loss) to Adjusted EBITDAX and then to Net cash provided by operating activities.analyze_data
Open slide detailBeat · The Ask
51
The table reconciles various revenue and cost components to arrive at the final Adjusted EBITDAX margin.analyze_data
Open slide detailBeat · The Ask
52
The slide presents two distinct blocks of data: per-unit metrics ($/Mcfe) and absolute dollar values ($ Millions).analyze_data
Open slide detailBeat · The Ask
53
The table reconciles Net Income to Adjusted EBITDAX by adding back non-cash items, interest, taxes, and other specific adjustments.analyze_data
Open slide detailBeat · The Ask
54
analyze_data
Open slide detailBeat · The Ask