Antero Midstream Partners | Results Presentation Deck | 20 slides

Antero Midstream Partners · 2018-11
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

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Slide 1
front_matter
Open slide detailBeat · Introduction
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other
Open slide detailBeat · Introduction
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Includes definitions of ticker symbols for Antero entities.other
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The slide uses red arrows to highlight performance improvements (decreases in time, increases in output).analyze_data
Open slide detailBeat · Attention Grabber
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The chart uses a bar graph to visualize inventory size, with callouts emphasizing the 2.5x lead and 40% market share.compare_peers
Open slide detailBeat · Attention Grabber
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The slide uses a numbered list format to outline the transaction's impact on cash, governance, tax structure, ownership, and operational strategy.summarize
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Uses red 'X' marks to indicate eliminated entities/interests and red circles to highlight new ownership percentages.present_solution
Open slide detailBeat · Problem-Solution
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Uses a combination of bar chart for production and line chart for pricing to demonstrate positive correlation.analyze_data
Open slide detailBeat · Problem-Solution
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The slide uses a 'highlight' technique (dark green bar with red dashed border) to draw attention to Antero (AR) in each chart.compare_peers
Open slide detailBeat · Peer ComparisonLoop · Mece Breakdown
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The chart uses a stacked bar approach where the stippled top portion represents hedge realizations.compare_peers
Open slide detailBeat · Peer ComparisonLoop · Mece Breakdown
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The chart uses a dual-axis approach to correlate company-specific margin performance with broader market commodity price volatility.compare_peers
Open slide detailBeat · Peer ComparisonLoop · Mece Breakdown
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The slide uses a causal chain logic to explain the shift from capital discipline to cash flow generation.present_solution
Open slide detailBeat · Key Takeaway
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The slide uses a bar chart to show FCF yield across peers and a line chart to show stock performance divergence based on FCF status.compare_peers
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appendix
Open slide detailBeat · Supporting Data
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appendix
Open slide detailBeat · Supporting Data
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Standard financial disclosure slide for non-GAAP metrics.other
Open slide detailBeat · Supporting Data
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The slide explains why a full GAAP reconciliation is not provided and lists specific line items for the forecast.appendix
Open slide detailBeat · Supporting Data
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The table reconciles Net (loss) to Adjusted EBITDAX and then to Net cash provided by operating activities.analyze_data
Open slide detailBeat · Supporting Data
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The slide provides a detailed breakdown of margin components including realized prices, costs, and derivative impacts.analyze_data
Open slide detailBeat · Supporting Data
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Standard financial disclosure slide for EBITDAX reconciliation.analyze_data
Open slide detailBeat · Supporting Data