-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1 · deck
64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1
78 pages · 4 arc beats · 2 loops
64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1
-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1 · 2019-01 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 72 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits — 0/3 slides
— 0/3 slides
— 0/3 slides
100% 3/3 slides — 0/3 slides
Problem & Complication 9 slides 100% 9/9 slides 100% 9/9 slides · 47 hits — 0/9 slides
44.4% 4/9 slides 77.8% 7/9 slides 100% 9/9 slides 88.9% 8/9 slides Evidence & Proof 22 slides 100% 22/22 slides 100% 22/22 slides · 115 hits — 0/22 slides
50% 11/22 slides · 16 hits 45.5% 10/22 slides 100% 22/22 slides — 0/22 slides
Impact & Next Steps 38 slides 100% 38/38 slides 100% 38/38 slides · 210 hits — 0/38 slides
55.3% 21/38 slides · 22 hits 34.2% 13/38 slides 100% 38/38 slides 13.2% 5/38 slides Slide inventory
78 every slide · same image gating as the playbook
04
Lists specific changes to projections, financing assumptions, and trading comparables.summarize
Open slide detailBeat · Situation & Context
05
Includes a table detailing transaction premiums across three dates.summarize
Open slide detailBeat · Situation & Context
06
Includes a complex org chart and a detailed ownership table by sponsor/management.establish_context
07
The chart tracks indexed total return performance, highlighting a transaction announcement on 10/9/2018.analyze_data
08
Includes a table summarizing market exchange ratios at specific key dates.analyze_data
09
The chart shows a significant decline in both implied consideration and trading price starting in mid-December 2018.analyze_data
11
Includes detailed footnotes regarding specific company transactions and methodology for implied price calculations.compare_peers
12
Includes summary statistics (median/mean) for C-Corp, Affiliate, and 3rd Party transactions.cite_precedent
13
Includes two primary valuation methodologies: Discounted Levered DCF and Discounted Distribution Analysis, each with sensitivity tables and supplemental calculaanalyze_data
14
Valuation methodology based on discounted future value using a 10% cost of equity.analyze_data
15
Valuation effective date: 12/31/2018. Includes sensitivity tables for discount rates vs multiples/yields.analyze_data
16
The chart displays three lines representing different yield scenarios (8%, 9%, 10%) over three years (2019E, 2020E, 2021E), with a reference line for the currenanalyze_data
17
Valuation Effective Date: 12/31/2018analyze_data
18
The chart displays three lines representing different valuation outcomes based on yield, with a baseline reference of $21.98.analyze_data
20
Includes detailed footnotes explaining calculation methodologies for GP value, enterprise value, and specific transaction contexts.compare_peers
Open slide detailBeat · Evidence & Proof
21
Includes sensitivity tables for discount rates vs multiples/yields and detailed DCF build-up.analyze_data
Open slide detailBeat · Evidence & Proof
22
The chart compares projected values against a current share price of $11.39.analyze_data
Open slide detailBeat · Evidence & Proof
23
Includes two distinct valuation methodologies: Discounted Levered DCF and Discounted Distribution Analysis.analyze_data
Open slide detailBeat · Evidence & Proof
24
The chart displays three lines representing different yield scenarios (7%, 8%, 9%) over the years 2019E, 2020E, and 2021E, with a baseline current share price oanalyze_data
Open slide detailBeat · Evidence & Proof
25
Includes two distinct valuation methodologies: Discounted Levered DCF and Discounted Distribution Analysis.analyze_data
Open slide detailBeat · Evidence & Proof
26
The chart uses a DCF-based valuation methodology to project future share prices based on annual distributions and yield assumptions.analyze_data
Open slide detailBeat · Evidence & Proof
28
Includes valuation metrics like EBITDA and DCF multiples, comparing trading medians vs transaction medians.analyze_data
Open slide detailBeat · Evidence & Proof
29
The slide presents a detailed financial breakdown comparing AM and AMGP ownership and exchange ratios, likely for a valuation or merger analysis.analyze_data
Open slide detailBeat · Evidence & Proof
30
Includes specific financial methodology notes regarding DCF and distribution calculations.analyze_data
Open slide detailBeat · Evidence & Proof
31
The slide presents two side-by-side charts: a stacked bar chart for ownership split and a bar chart for exchange ratios.analyze_data
Open slide detailBeat · Evidence & Proof
32
The slide presents a sensitivity analysis of exchange ratios based on discount rates and volume projections.analyze_data
Open slide detailBeat · Evidence & Proof
33
Includes median and mean calculations at the bottom, plus a specific 'At Transaction' premium row.cite_precedent
Open slide detailBeat · Evidence & Proof
35
Includes detailed exchange ratios, debt refinancing terms, and ownership pie charts.analyze_data
Open slide detailBeat · Evidence & Proof
36
Includes projections for Distributable Cash Flow and Distribution per unit.analyze_data
Open slide detailBeat · Evidence & Proof
37
Includes four line charts with corresponding data tables for DCF and Distribution metrics.analyze_data
Open slide detailBeat · Evidence & Proof
38
Includes specific exchange ratio assumptions and coverage ratios.analyze_data
Open slide detailBeat · Evidence & Proof
39
Includes coverage ratios at the bottom of the table.analyze_data
Open slide detailBeat · Evidence & Proof
40
Includes projections for SQ AM and PF AMGP scenarios.analyze_data
Open slide detailBeat · Evidence & Proof
41
Includes valuation multiples (Equity Value/DCF, Enterprise Value/EBITDA) and yield/growth metrics.compare_peers
Open slide detailBeat · Impact & Next Steps
42
Includes sensitivity tables for discount rates vs multiples/yields and distribution coverage ratios.analyze_data
Open slide detailBeat · Impact & Next Steps
43
Includes sensitivity tables for discount rates against multiples and yields, plus a distribution coverage comparison table.analyze_data
Open slide detailBeat · Impact & Next Steps
44
Includes sensitivity tables for DCF and Distribution Yields, plus a distribution coverage comparison table.analyze_data
Open slide detailBeat · Impact & Next Steps
45
The slide uses a DCF-style valuation methodology based on yield-based distribution discounting.analyze_data
Open slide detailBeat · Impact & Next Steps
47
The slide presents a detailed DCF-style valuation model with tax implications.analyze_data
Open slide detailBeat · Impact & Next Steps
48
The slide presents a detailed DCF-style valuation model with tax implications.analyze_data
Open slide detailBeat · Impact & Next Steps
49
Includes sensitivity analysis for terminal yields at 8%, 9%, and 10%.analyze_data
Open slide detailBeat · Impact & Next Steps
50
Includes detailed tax basis, dividend breakdown, and terminal value calculations.analyze_data
Open slide detailBeat · Impact & Next Steps
51
Includes detailed tax basis, dividend breakdown, and terminal value calculation.analyze_data
Open slide detailBeat · Impact & Next Steps
52
Includes a callout box explaining the assumption regarding AM current price and tax treatment for public unitholders.analyze_data
Open slide detailBeat · Impact & Next Steps
53
Includes coverage ratios and exchange ratios (XR) for AMGP proposal.analyze_data
Open slide detailBeat · Impact & Next Steps
54
Includes a specific note about the 2016 merger with PWP.other
Open slide detailBeat · Impact & Next Steps
57
Includes a cumulative FCF table for different scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
58
Includes a summary table for cumulative free cash flow across different scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
59
Includes a table comparing cumulative free cash flow across Upside, Base, and Downside cases.analyze_data
Open slide detailBeat · Impact & Next Steps
60
Includes a table summarizing YoY growth, coverage ratios, and total DCF/distributions.analyze_data
Open slide detailBeat · Impact & Next Steps
61
Includes a table summarizing YoY growth, coverage ratios, and total DCF/distributions.analyze_data
Open slide detailBeat · Impact & Next Steps
62
Includes CAGR calculations and detailed operational metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
63
Includes detailed footnotes regarding valuation methodology and tax assumptions.analyze_data
Open slide detailBeat · Impact & Next Steps
64
Includes detailed breakdown of Series B unit take and tax implications.analyze_data
Open slide detailBeat · Impact & Next Steps
65
Includes detailed breakdown of cash flow, tax assumptions, and valuation methodology for Series B units.analyze_data
Open slide detailBeat · Impact & Next Steps
66
Includes analyst coverage statistics and price target ranges.analyze_data
Open slide detailBeat · Impact & Next Steps
67
Includes CAGR projections for 2019E-2022E across three scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
68
Includes CAGR calculations for the 2019E-2022E period for each metric.analyze_data
Open slide detailBeat · Impact & Next Steps
70
Includes a table of comparable public companies and two distinct cost of equity calculation frameworks.compare_peers
71
Includes both yield-based implied total return and CAPM-based cost of equity calculations.compare_peers
72
The table calculates implied total return based on weighted growth estimates.compare_peers
73
The slide presents six distinct financial calculation tables comparing Low and High scenarios for Cost of Equity and Cost of Capital.analyze_data
75
The slide displays three line charts side-by-side representing different commodities, with a shared legend for forecast scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
76
Includes legend for five distinct projection scenarios across four financial metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
77
Includes legend for five distinct projection scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps