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Antero Midstream · deck

Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 53 slides

53 pages · 5 arc beats · 3 loops

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Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 53 slides

Antero Midstream · 2019-02
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
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 5 total
Metadata
Components
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Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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100% 1/1 slides · 2 hits 100% 1/1 slides Market Size 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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Competition 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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100% 1/1 slides · 2 hits 100% 1/1 slides Team 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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Slide inventory

53
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
front_matter
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03
other
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04
Shows the relationship between the E&P operator and the infrastructure platform, including financial metrics and corporate simplification.establish_context
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05
The slide uses a value chain framework to explain the company's operational scope.establish_context
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06
Includes a call to action at the bottom to vote units/shares.plan_implementation
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07
Uses red 'X' marks to indicate eliminated entities and incentive distribution rights.present_solution
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08
The slide uses a numbered list format to outline six strategic benefits of the transaction.summarize
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09
The chart uses a dual-axis approach where bars represent DCF growth and yellow squares represent leverage levels.compare_peers
Open slide detailLoop · Benchmark Gap
10
Includes a dual-axis chart (bar for dividend, line for DCF coverage) and a comparison table for 2014 vs 2019 guidance.summarize
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11
The chart uses a waterfall-bridge style projection from a 2019 baseline.size_opportunity
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12
The chart uses a stacked area/line hybrid to visualize the gap between DCF and Capex.present_solution
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13
The slide uses a hub-and-spoke style diagram to connect operational strengths (left) and financial outcomes (right) to the core strategy.present_solution
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14
front_matter
Open slide detailBeat · Team
15
The slide uses a geographic map to contextualize the market share data presented in the pie chart.size_opportunity
Open slide detailBeat · Market Size
16
Uses a 'Problem-Solution' or 'Challenge-Response' framework structure.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
17
Slide 17 of a deck. Uses a bar chart for production ranking and a scatter plot for production vs revenue.compare_peers
Open slide detailBeat · SolutionLoop · Cost Of Inaction
18
The slide uses a seesaw metaphor to illustrate the trade-off between lower price scenarios (focus on balance sheet) and higher price scenarios (focus on growth)compare_peers
Open slide detailLoop · Cost Of Inaction
19
The chart uses a dual-scenario approach to illustrate the trade-off between production growth and financial health metrics.plan_implementation
Open slide detailLoop · Cost Of Inaction
20
The chart compares Antero's realized differential against the Appalachian market average, highlighting the stability provided by their hedging strategy.present_solution
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21
The chart uses a dual-axis approach to show volume (bars) and price (lines).analyze_data
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22
The chart illustrates the transition from regional markets to premium markets outside of Appalachia, with specific growth CAGR scenarios.present_solution
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23
Includes NYMEX Henry Hub Gas benchmark data on the left chart.compare_peers
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24
front_matter
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25
The central circle acts as a 2x2 matrix representing the four core business segments.establish_context
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26
The slide uses red arrows to highlight growth trends and CAGR/YoY metrics.analyze_data
Open slide detailLoop · Quick Win Big Bet
27
analyze_data
Open slide detailLoop · Quick Win Big Bet
28
The slide highlights a heavy concentration in the Marcellus region and a diversified functional investment strategy.size_opportunity
Open slide detailLoop · Quick Win Big Bet
29
AR likely refers to Appalachian Region.present_solution
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30
Includes a ribbon icon for the 'largest processing facility' claim.present_solution
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31
Includes a process diagram of the water cycle and a table of project metrics.present_solution
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32
The chart shows a clear decoupling between EBITDA growth and gas price volatility, highlighting the stability of the business model.present_solution
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33
The chart combines a bar chart for ROIC and a line chart for gas prices, highlighting the resilience of returns despite commodity price fluctuations.analyze_data
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34
The slide uses a checkmark to visually reinforce the superiority of the 'New' model.compare_peers
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35
summarize
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36
appendix
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37
Includes detailed legal note regarding proration and aggregate cash limits.cite_precedent
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38
Slide 38 of a deck.summarize
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39
The slide uses color-coding (yellow bars) to highlight Antero Midstream's position relative to other sectors.compare_peers
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40
The slide uses a bracketed structure to distinguish between 'Status Quo' and 'Pro Forma' states, with a red box highlighting the primary entities and a red ovalanalyze_data
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41
The chart uses a waterfall structure to explain cost variance.analyze_data
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42
The chart uses a hybrid approach combining a bar chart with callout boxes to highlight key debt management milestones.analyze_data
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43
The chart uses a stacked bar approach to show IRR ranges (solid vs dashed segments) and includes a weighted average line.analyze_data
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44
The slide defines maintenance capital as expenditures made to maintain long-term operating capacity or revenue.present_framework
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45
Standard financial disclosure slide defining non-GAAP metrics.other
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46
Includes footnotes explaining specific line items like bond interest reserves and maintenance capital expenditures.analyze_data
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47
Includes G&C Only column for 2014 and adjustments for Pre-IPO and Pre-Water Acquisition periods.analyze_data
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48
Includes disclaimer about inability to reconcile due to unreasonable effort and uncertainty of specific expense items.appendix
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49
Contains two separate financial reconciliation tables.appendix
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50
Standard financial disclosure slide for non-GAAP metrics.summarize
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51
Standard financial disclosure slide defining non-GAAP metrics and their limitations.summarize
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52
The table lists various non-cash and non-recurring items such as derivative gains/losses, impairment charges, and equity-based compensation.analyze_data
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53
The table is split into two sections: per unit ($/Mcfe) and total ($ Millions).analyze_data
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