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Antero Midstream · deck

Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 49 slides

49 pages · 5 arc beats · 2 loops

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Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 49 slides

Antero Midstream · 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 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 49 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 12 hits
— 0/4 slides
50% 2/4 slides
— 0/4 slides
100% 4/4 slides
— 0/4 slides
Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 17 hits
— 0/4 slides
75% 3/4 slides 75% 3/4 slides 100% 4/4 slides 100% 4/4 slides Solution & Approach 8 slides 100% 8/8 slides 100% 8/8 slides · 36 hits
— 0/8 slides
— 0/8 slides
37.5% 3/8 slides 100% 8/8 slides 100% 8/8 slides · 16 hits Evidence & Proof 12 slides 100% 12/12 slides 100% 12/12 slides · 77 hits
— 0/12 slides
33.3% 4/12 slides 16.7% 2/12 slides 100% 12/12 slides 33.3% 4/12 slides Impact & Next Steps 21 slides 100% 21/21 slides 100% 21/21 slides · 99 hits
— 0/21 slides
42.9% 9/21 slides · 10 hits 14.3% 3/21 slides 100% 21/21 slides
— 0/21 slides

Slide inventory

49
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
other
Open slide detailBeat · Situation & Context
03
other
Open slide detailBeat · Situation & Context
04
The slide uses a table-like layout with categories on the left and bulleted details on the right.present_solution
Open slide detailBeat · Situation & Context
05
The slide uses red 'X' marks and red circles to emphasize the removal of specific financial instruments and the change in ownership percentages.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
06
summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
07
The chart uses a dual-axis approach: horizontal bars for CAGR and yellow squares for leverage ratios.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
08
The chart uses a regression line to demonstrate the correlation between dividend growth and yield, positioning AM as an outlier with high growth and lower yieldcompare_peers
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
09
transition
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
10
The slide uses a geographic map to establish context and a pie chart to quantify market position.size_opportunity
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
11
The chart highlights Antero's superior inventory size and lateral length compared to competitors A-J.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
12
The chart uses a color-coded bar to distinguish AR from its peers.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
13
The chart uses a combination of bar and overlay annotations to distinguish between corporate-level returns and cash cost returns.present_solution
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
14
The chart highlights the transition from negative cash flow (outspend) to positive cash flow, with a specific focus on the 2018 guidance point.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
15
The slide uses a line chart to illustrate deleveraging and a process flow diagram to show the impact of cash flow growth.present_solution
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
16
front_matter
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
17
Includes financial metrics for AM and AMGP, and a detailed map of infrastructure assets (pipelines, compressor stations, processing facilities).establish_context
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
18
The slide uses a process-oriented layout to describe the company's service offerings.present_solution
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
19
The slide uses red arrows to highlight growth rates (CAGR and YoY) across four different operational metrics.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
20
Uses a value chain flow from left to right, highlighting specific asset ownership and investment buckets.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
21
AR likely refers to Appalachian Region.present_solution
Open slide detailBeat · Evidence & Proof
22
Includes a regional map of the Appalachian midstream assets and a detailed inset map showing the connection between Smithburg and Sherwood complexes.illustrate_case
Open slide detailBeat · Evidence & Proof
23
Includes a note about JV ownership interest in Hopedale 4.present_solution
Open slide detailBeat · Evidence & Proof
24
Includes a mix of historical project data, operational efficiency metrics, and forward-looking service capacity projections.analyze_data
Open slide detailBeat · Evidence & Proof
25
Includes a process diagram and a line chart showing capacity vs. volume.summarize
Open slide detailBeat · Evidence & Proof
26
The slide highlights a focus on Marcellus infrastructure and provides a detailed split of project types.decompose_segments
Open slide detailBeat · Evidence & Proof
27
The slide uses a red arrow overlay to emphasize the trend of increasing capital efficiencies.analyze_data
Open slide detailBeat · Evidence & Proof
28
The chart uses a combination of bar charts for distribution and a line chart for DCF coverage ratios, with specific annotations for CAGR and annual growth.analyze_data
Open slide detailBeat · Evidence & Proof
29
Uses a chevron-based list structure to present financial pillars.present_framework
Open slide detailBeat · Impact & Next Steps
30
The slide uses a combination of list items and chevron-style process/flow diagrams to highlight key value drivers.present_solution
Open slide detailBeat · Impact & Next Steps
31
front_matter
Open slide detailBeat · Impact & Next Steps
32
The chart highlights a specific focus on 2021-2022 targets with a red box overlay.analyze_data
Open slide detailBeat · Impact & Next Steps
33
The slide uses a process-flow style diagram to connect inputs (left) to the central vehicle (middle) and the final outcome (right).present_solution
Open slide detailBeat · Impact & Next Steps
34
appendix
Open slide detailBeat · Impact & Next Steps
35
Includes non-GAAP measure disclaimer at the bottom.appendix
Open slide detailBeat · Impact & Next Steps
36
analyze_data
Open slide detailBeat · Impact & Next Steps
37
The chart uses a combination of horizontal arrows for qualitative messaging and vertical bars for quantitative maturity data.analyze_data
Open slide detailBeat · Impact & Next Steps
38
The chart highlights a 38% decrease in organic investment multiples from 2014 to 2018E.compare_peers
Open slide detailBeat · Impact & Next Steps
39
The chart uses a dual-bar representation (solid vs dashed) to show different IRR scenarios per project type.analyze_data
Open slide detailBeat · Impact & Next Steps
40
The slide uses a dual-axis combo chart (bar and line) to compare absolute production levels with year-over-year growth percentages.analyze_data
Open slide detailBeat · Impact & Next Steps
41
The chart uses a dashed vertical line to separate historical data (2015A-2017A) from the 2018-2022 target period.analyze_data
Open slide detailBeat · Impact & Next Steps
42
The slide uses a stacked bar chart to show low/high end estimates for wells serviced, with red boxes containing lateral length data points.analyze_data
Open slide detailBeat · Impact & Next Steps
43
The slide highlights cost efficiencies achieved between 2014 and 2017, with projections for 2018-2022.analyze_data
Open slide detailBeat · Impact & Next Steps
44
The chart illustrates the concept of replacing natural production decline with new well connections to maintain throughput.analyze_data
Open slide detailBeat · Impact & Next Steps
45
appendix
Open slide detailBeat · Impact & Next Steps
46
Includes a disclaimer regarding the lack of reconciliations for 2018 forecasts.appendix
Open slide detailBeat · Impact & Next Steps
47
Includes a disclaimer about the inability to reconcile certain items due to uncertainty.appendix
Open slide detailBeat · Impact & Next Steps
48
Contains two separate financial reconciliation tables.appendix
Open slide detailBeat · Impact & Next Steps
49
The table reconciles Net Income to Segment and consolidated Adjusted EBITDA and Distributable Cash Flow.appendix
Open slide detailBeat · Impact & Next Steps