anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Antero Midstream · conference-presentation

Antero Midstream Partners | Investor Presentation Deck | 41 slides

41 pages · 5 arc beats · 0 loops

Conference-Presentation Download JSON
Unlock

Antero Midstream Partners | Investor Presentation Deck | 41 slides

Antero Midstream · 2018-12
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

5
coverage by narrative range · generated from this deck JSON
Narrative range 47 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 30 hits
— 0/5 slides
40% 2/5 slides 40% 2/5 slides 100% 5/5 slides · 10 hits
— 0/5 slides
Solution 5 slides 100% 5/5 slides 100% 5/5 slides · 23 hits
— 0/5 slides
40% 2/5 slides · 3 hits 60% 3/5 slides 100% 5/5 slides · 10 hits
— 0/5 slides
Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits
— 0/2 slides
Financials 13 slides 100% 13/13 slides 100% 13/13 slides · 61 hits
— 0/13 slides
46.2% 6/13 slides 23.1% 3/13 slides 100% 13/13 slides
— 0/13 slides
Not explicitly mentioned but implied in various sections 22 slides 100% 22/22 slides 100% 22/22 slides · 119 hits
— 0/22 slides
36.4% 8/22 slides · 9 hits 50% 11/22 slides 100% 22/22 slides · 34 hits
— 0/22 slides

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
Includes a definition box for company ticker symbols at the bottom.other
Open slide detail
04
Includes a map of Antero's acreage in Ohio, West Virginia, and Pennsylvania.quantify_opportunity
Open slide detail
05
summarize
Open slide detailBeat · Problem
06
The chart combines bar charts for volume and line charts for pricing, illustrating the transition from swaps to collars.analyze_data
Open slide detailBeat · Problem
07
The slide uses a before-after visual comparison to explain a financial restructuring event.present_solution
Open slide detailBeat · Problem
08
The slide uses a combination of tables and a geographic map to illustrate the financial benefits of specific infrastructure projects.analyze_data
Open slide detailBeat · Problem
09
The slide uses a bridge diagram to illustrate the shift in market exposure between YTD 2018 and 4Q 2018.analyze_data
Open slide detailBeat · Problem
10
summarize
Open slide detailBeat · Solution
11
Uses a before-after-bridge framework to show corporate restructuring.present_solution
Open slide detailBeat · Solution
12
The chart illustrates the variance between 3Q guidance and 4Q actuals/estimates.analyze_data
Open slide detailBeat · Solution
13
Uses a list of chevron-style callouts with directional arrows to indicate performance trends.expose_contradiction
Open slide detailBeat · Solution
14
front_matter
Open slide detailBeat · Solution
15
The slide uses two bar charts to establish competitive advantage in both current production volume and future inventory potential.compare_peers
Open slide detailBeat · Market Size
16
The slide uses a dual-chart layout to demonstrate competitive advantage in pricing and margins.compare_peers
Open slide detailBeat · Market Size
17
The chart uses a bridge-like structure to show the delta between 2018 actuals, 2019 base case, and 2019 upside case.quantify_opportunity
Open slide detailBeat · Not explicitly mentioned but implied in various sections
18
The slide features a photo of the Navigator Aurora ship at the Marcus Hook terminal.illustrate_case
Open slide detailBeat · Not explicitly mentioned but implied in various sections
19
The chart illustrates the revenue impact of moving from 2018 actuals to 2019 estimates, highlighting the sensitivity to a $5/Bbl price increase.analyze_data
Open slide detailBeat · Not explicitly mentioned but implied in various sections
20
Includes a map of the US with logistics flows, two tables comparing netbacks, and summary metrics for the ME2 project.quantify_opportunity
Open slide detailBeat · Not explicitly mentioned but implied in various sections
21
front_matter
Open slide detailBeat · Not explicitly mentioned but implied in various sections
22
Includes record performance metrics alongside historical annual data.analyze_data
Open slide detailBeat · Not explicitly mentioned but implied in various sections
23
front_matter
Open slide detailBeat · Not explicitly mentioned but implied in various sections
24
The slide uses a checkmark list to highlight value propositions and a geographic map to illustrate operational footprint.present_solution
Open slide detailBeat · Not explicitly mentioned but implied in various sections
25
Includes financial metrics for AM and AMGP, and geographic asset maps with infrastructure legends.establish_context
Open slide detailBeat · Not explicitly mentioned but implied in various sections
26
The diagram uses a tree-like structure to show how various business pillars (left and right) support the core 'Low Cost Liquids-Rich Resource Base', ultimately present_framework
Open slide detailBeat · Not explicitly mentioned but implied in various sections
27
appendix
Open slide detail
28
The chart uses a dual-axis approach to show volume (bars) and price (lines) over time.analyze_data
Open slide detailBeat · Financials
29
The chart demonstrates how various cost layers reduce the initial 111% ROR to a 37% full cycle ROR, which remains well above the 8% WACC.show_valuation_bridge
Open slide detailBeat · Financials
30
The chart highlights that there are no debt maturities until 2021 and that new credit facilities have extended the average maturity to 2022.analyze_data
Open slide detailBeat · Financials
31
The chart uses a step-line format to represent discrete credit rating changes over time.analyze_data
Open slide detailBeat · Financials
32
The slide uses a callout box to emphasize the percentage reduction in costs over the period.analyze_data
Open slide detailBeat · Financials
33
Includes specific financial assumptions for Marcellus and Utica plays.analyze_data
Open slide detailBeat · Financials
34
appendix
Open slide detailBeat · Financials
35
Standard financial disclosure slide for non-GAAP metrics.other
Open slide detailBeat · Financials
36
Includes footnotes regarding definitions and pricing assumptions.analyze_data
Open slide detailBeat · Financials
37
The slide explains the exclusion of full GAAP reconciliation due to the impracticality of forecasting specific volatile items.analyze_data
Open slide detailBeat · Financials
38
The slide explains why a full GAAP reconciliation is not provided and lists specific line items for 2018 forecasts.appendix
Open slide detailBeat · Financials
39
Standard financial disclosure slide for EBITDAX reconciliation.analyze_data
Open slide detailBeat · Financials
40
The slide contains two distinct tables: one for per-unit metrics ($/Mcfe) and one for absolute dollar values ($ Millions).analyze_data
Open slide detailBeat · Financials
41
Standard financial disclosure slide for non-GAAP metrics.analyze_data
Open slide detail