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Atlas Energy Solutions
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October 2023 Investor Presentation
| John Turner | Page 20 of 11 |
May 21, 2024
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"October 2023 Investor Presentation"
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Atlas Energy Solutions (NYSE: AESI) | October 2023 20 Note: Past performance by members of our management team, our directors or their respective affiliates may not be indicative of future performance. | Source: Bloomberg, public disclosures. | (1) Total return calculated as cumulative dividends plus stock price appreciation (IPO date through 28-Dec-2022, includes the reinvestment of dividends and is pro forma for Sitio merger). | (2) Non-GAAP financial measure. See Appendix for reconciliations of non-GAAP measures to the nearest GAAP measures. Management’s E&P Background and Track Record of Value Creation Disruptive Oil & Gas Ventures with Track Record of Success What We Observed Through an E&P Operator’s Lens The Permian is North America’s premier shale resource Proppant is mission-critical to efficient shale development — Logistics challenges are a barrier to optimization The sector was primed for positive disruption due to inefficiencies: — Out-of-basin proppant not cost effective — Plants not designed for just-in-time demand model — Local roadways overwhelmed by robust activity levels Need for high-quality, reliable and efficient in-basin sand Our Differentiated Approach to Transform the Market + SESP Focused on giant open dunes with unique geologic attributes — Plentiful water, quality product, high mining yields Plants designed with operator mindset; scaled for efficiency with multiple redundancies to minimize downtime Culture of technological innovation drives Atlas’s growth We have “walked the walk” on sustainability, putting shareholders and corporate integrity first to drive Sustainable Environmental and Social Progress (“SESP”) Management’s E&P Background Drives Customer Success Pioneering Use of 3D Seismic, Disruption in Horizontal D&C Techniques within the Oil-Rich Bakken Shale IPO in 1997 Sold to Statoil in 2011 for $4.7 billion Drilling & Completion Innovations in Delaware Basin; Early Adopter of E-Frac & Proppant Loading >5,000 lbs per foot Sold to Diamondback Energy, Inc. in 2017 for $2.6 billion Technically Sophisticated Tier One Minerals Model IPO in 2019 Sitio Merger = $2.2 billion value to MNRL 145% total return from IPO to sale (1) Differentiated Permian Pure-Play Proppant Producer with Game Changing Logistics Platform Q3 2023 Adj. EBITDA of $84.1 million (2) Q3 2023 Adj. EBITDA Margin of 53% (2) Q3 2023 Net Income of $56.3 million (2) Q3 2023 Net Income Margin of 36% (2) Proven Team, Compelling Track Record, E&P Experience