Sector Breakdown Market CapP/EP/BROEROA S&P 50016,759.57 M 16.92.615.23.3 Contract Drilling60.70 M 11.21.19.55.2 Oilfield Services/Equipment249.65 M.

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Presentation transcript:

Sector Breakdown

Market CapP/EP/BROEROA S&P 50016, M Contract Drilling60.70 M Oilfield Services/Equipment M Integrated Oil M Oil & Gas Production M Oil Refining/Marketing M Oil & Gas Pipelines99.91 M

Investment Thesis  Low P/E  High ROE  Low P/B  Well Positioned to Capture Future Demand

Cyclicality  Late Cycle Stage  Maturity of Economic Growth  React to Inflation

Energy Sector Drivers  Commodity Prices – U.S. Dollar Based  Cyclicality of the Market  Energy Demand  Interest Rates  Global Population Growth  Economic Development  General Business Conditions

Energy Sector Risks  Commodity Prices  Federal Regulations  Demand for Oil & Gas  More Efficient Society  Societal Growth

Multiples  Price/Book  Price/Sales  Price/Cashflow  ROE %  ROA %

Atwood Oceanics, Inc.

Competition Market CapP/EP/BROEROA Atwood Oceanics, Inc.3, Median10, Average10, Diamond Offshore Drilling, Inc.6, Transocean Ltd.15, Ensco PLC12, Noble Corporation PLC7,

Operating Days Contracted

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