Antero Midstream · pitchdeck
Antero Midstream Partners | Investor Presentation Deck | 54 slides
54 pages · 4 arc beats · 2 loops
Antero Midstream Partners | Investor Presentation Deck | 54 slides
Antero Midstream · 2019-02 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 8 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits — 0/2 slides
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50% 1/2 slides 100% 2/2 slides · 3 hits — 0/2 slides
Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits — 0/2 slides
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100% 2/2 slides 100% 2/2 slides · 3 hits — 0/2 slides
Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits — 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides — 0/2 slides
Business Model 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits — 0/2 slides
100% 2/2 slides 50% 1/2 slides 100% 2/2 slides — 0/2 slides
Slide inventory
54 every slide · same image gating as the playbook
04
The slide emphasizes the approval by committees and provides a clear call to action for shareholders.plan_implementation
06
Includes a dual-axis chart (bar/line) and a comparison table for financial metrics.show_traction
07
Shows the relationship between E&P and Midstream operations with a map highlighting the operational area.establish_context
Open slide detailBeat · Problem
08
The slide uses a value chain framework to map out the company's operational scope.present_solution
Open slide detailBeat · Problem
09
The slide uses a dual-column flow diagram to connect operational advantages (left) with financial outcomes (right).present_framework
Open slide detailBeat · Solution
10
The slide uses a numbered list to outline six key benefits of the transaction.summarize
11
Uses red 'X' marks to indicate the elimination of IDRs and specific partnership interests.present_framework
12
The chart uses an area-stacked visualization to show the gap between DCF and Capex.analyze_data
Open slide detailBeat · Business Model
13
The chart uses a dual-axis approach where bars represent DCF CAGR and yellow squares represent leverage (Debt/EBITDA).compare_peers
Open slide detailBeat · Business Model
15
The slide uses a map to visualize geographic asset concentration and a pie chart to quantify market dominance.size_opportunity
Open slide detailBeat · Market Size
16
Uses a before-after-framing style to map industry challenges to company solutions.present_framework
Open slide detailBeat · Market Size
17
The slide uses a bar chart to show production leadership and a scatter plot to show revenue vs production scale.compare_peers
18
Uses a seesaw/balance metaphor to illustrate the trade-off between price environments and strategic priorities.plan_implementation
19
The slide uses a dual-scenario framework to illustrate the trade-offs between production growth rates and financial health metrics.plan_implementation
20
The chart compares Antero's realized differential against the broader Appalachian market, highlighting lower volatility for Antero.argue_timing
Open slide detailLoop · Cost Of Inaction
21
The chart uses a dual-axis approach to show volume (MMcf/d) and price ($/MMbtu) over time.analyze_data
Open slide detailLoop · Cost Of Inaction
22
The chart includes a projected production target range with two growth CAGR scenarios based on commodity prices.show_traction
23
The slide uses a dual-chart layout to demonstrate competitive advantage in pricing and margins.compare_peers
24
The slide features a high-quality photograph of an industrial facility at dusk.front_matter
25
The central circle acts as a 2x2 matrix or quadrant diagram representing the four core business segments.establish_context
26
CAGR calculations are highlighted with red arrows across the charts.show_traction
27
The slide uses two pie charts to show the breakdown of capital allocation versus EBITDA generation across four business segments.analyze_data
28
The slide uses two pie charts to segment the same $2.0B total investment figure.analyze_data
29
AR likely refers to Antero Resources, given the context of Marcellus/Tyler/Wetzel assets.analyze_data
30
Includes a disclaimer at the bottom regarding JV options and project commitments.show_traction
31
The slide highlights a 'Closed Loop' system which is a key operational differentiator.present_solution
32
The chart uses a dual-axis approach to show the inverse relationship between gas price volatility and EBITDA growth.present_solution
33
The chart uses a dual-axis combination of bar (ROIC) and line (Gas Price) to show correlation.present_solution
34
The slide uses a dual-scenario framework to illustrate financial projections.analyze_data
35
The slide uses a comparison framework to highlight the superiority of the 'New' model over the 'Old' MLP model.compare_peers
Open slide detailLoop · Mece Breakdown
36
Uses a checkmark-led list format to present the core value proposition.summarize
Open slide detailLoop · Mece Breakdown
38
Details the proration mechanism and the definition of Available Cash Consideration.other
40
The slide uses color-coding (yellow) to highlight Antero Midstream's position relative to other sectors.compare_peers
41
The slide uses a 'Status Quo' vs 'Pro Forma' comparison framework to illustrate the impact of announced transactions on net debt and leverage ratios.analyze_data
42
The chart uses a standard waterfall bridge format to explain cost variance.analyze_data
43
The chart uses a combination of bar chart elements and callout arrows to highlight debt maturity timing.analyze_data
44
The chart uses a stacked bar approach to show IRR ranges (min/max) for different project types.analyze_data
45
The slide details specific pricing, volume commitments, and earn-out incentives for two core service agreements.present_solution
46
The slide defines maintenance capital as expenditures to maintain long-term operating capacity or revenue.present_framework
47
Standard financial disclosure slide defining metrics like Adjusted EBITDA, Distributable Cash Flow, Free Cash Flow, ROIC, and Net Debt.other
48
Includes specific adjustments for Pre-IPO and Pre-Water Acquisition items.analyze_data
53
The slide provides a detailed breakdown of adjustments to net income to arrive at Adjusted EBITDAX, a common non-GAAP financial measure in the energy sector.analyze_data
54
The slide presents two distinct blocks of data: per-unit metrics ($/Mcfe) and absolute dollar values ($ Millions).analyze_data