4. à DMCGlobal.com
DMC is a growth company focused on
building a family of technical product
and process businesses for the global
energy, industrial and infrastructure
markets. We serve a network of industrial
customers through a family of technical
businesses that currently is comprised of
NobelClad and DynaEnergetics. The DMC
family consists of a global network of
production facilities and sales and
distribution centers. Our global footprint
is critical to successfully meeting the
demands of our customer base.
2015 Investor Presentation 4
OUR STORY
5. à DMCGlobal.com
SELECT DATA
BOOM
$14.84 - $24.00
63,000
$210 Million
13.9 Million
13.0 Million
December 31
$0.04
$199.9 Million
$28.4 Million
2015 Investor Presentation 5
Symbol (Nasdaq GS):
52-week price range:
Average daily volume:
Market capitalization:
Shares outstanding:
Approximate float:
Fiscal year:
Quarterly dividend:
Revenue (ttm):
Adjusted EBITDA (ttm)
BOOM 1-Year Price & Volume
6. à DMCGlobal.com
* Reflects approximately $5.6 million in non-recurring expenses
** Reflects approximately $1.2 million in tax benefits recognized during the first quarter
2015 Investor Presentation
FINANCIAL HIGHLIGHTS
6
$ in millionsYear-end numbers
9-month numbers
**
*
Sales Operating Income Income from Continuing Ops Adjusted EBITDA
7. à DMCGlobal.com
DMC’S SECTOR FOCUS
2015 Investor Presentation 7
BUSINESSES
SECTORS Industrial and Infrastructure Energy
DESCRIPTION
SOLUTIONS
FOCUS
Explosive Metalworking Perforating Components & Systems
Products and technical processes that support
industrial and infrastructure markets.
Consumables, products and systems that
support the global oil and gas industry.
PRODUCTS/
SERVICES
Synthetic Diamond
Manufacturing
• Plates
• Heads
• Rolled & Tacked Cylinders
• Tubesheets
• Transition Joints
• Cylindricals
• Fabricated Components
• Perforating Guns
• Explosive Shaped Charges
• Detonating Cords
• Detonators
• Explosive Control Systems
• Industrial Diamonds
NobelClad DynaEnergetics
8. à DMCGlobal.com
REVENUE BY BUSINESS
2015 Investor Presentation
8
$83.7
(41%)
2013 2014 9-Months
$118.4
(59%) (49%)
$76.2
(51%)
NobelClad
DynaEnergetics
$ in millions
$74.4
10. à DMCGlobal.com
BUSINESS OPPORTUNITY
10
DMC companies serve the world’s multi-trillion dollar industrial, infrastructure and
energy industries, which are addressing major capital investments in both
established and emerging markets. In North America, a resurgence in oil and gas
production and a renewed focus on chemical processing capacity are creating
considerable opportunities for each of DMC’s businesses. In the world’s emerging
markets, demand for energy and modern industrial processing infrastructure is also
leading to compelling growth prospects for DMC and its family of specialized product
and process businesses.
2015 Investor Presentation
12. à DMCGlobal.com
EXECUTIVE LEADERSHIP
2015 Investor Presentation 12
KEVIN LONGE
• Named President, CEO and Director in March 2013
• Joined DMC as Chief Operating Officer in July 2012
• Former VP and and GM of Sonoco's $600 million
Protective Packaging division
• Former President of Sonoco's ThermoSafe Brands
• Oversaw global sales, marketing, engineering and
R&D for the life sciences, medical, food and
industrial durables markets
• Oversaw eight manufacturing centers in the U.S.,
Europe and Asia
• Former President of three operating divisions at
Lydall, Inc. (NYSE-LDL)
RICHARD SANTA
• Named Senior Vice President, Business
Development in March 2014
• Served as DMC’s Sr. VP, Chief Financial Officer
and Secretary from 2008 to 2014
• Joined DMC as Vice President, Chief Financial
Officer and Secretary in October 1996
• Responsible for integration of seven
acquisitions while at DMC
• Former Chief Financial Officer of Scott USA, a
sports equipment manufacturer and distributor
• Former senior manager with Price Waterhouse
President & CEO, DMC Sr. VP, DMCMICHAEL KUTA
• Joined DMC as Chief Financial Officer in March 2014
• Former Corporate Controller at Berkshire
Hathaway’s Lubrizol Corporation, a global,
$6 billion specialty chemicals company
• Was responsible for building and managing financial
operations for Lubrizol’s disbursed global
operations, including accounting, consolidation and
financial reporting functions, and oversight of
internal controls
• Former financial positions of increasing
responsibility at Lincoln Electric and Eaton
Corporation
CFO, DMC
13. à DMCGlobal.com
LEADERSHIP TEAM
2015 Investor Presentation 13
JEFF NICOL
President, NobelClad
• Became head of NobelClad’s newly unified
global operations in 2012
• Previously VP and General Manager of DMC Clad
Metal, North America
• Joined DMC in 2008 as VP of Sales and
Marketing
• Spent 21 years with Alcoa, where he ascended to
chief metallurgist and global marketing director
IAN GRIEVES
President, DynaEnergetics
• Joined DynaEnergetics in 2013
• 20 years of diverse operational, engineering,
finance and management experience with
international industrial businesses
• Previously Senior Vice President of Lydall, Inc.’s
Performance Materials division
BIN ZHANG
Managing Director, China, DMC
• Responsible for Chinese business development
and market positioning for NobelClad,
DynaEnergetics and AMK Technical Services
• Native of Beijing with 20 years of senior level
business experience
• Established an Asia Pacific sales and marketing
presence for a Sheldahl, Inc., a specialized
manufacturer based in Minnesota
15. à DMCGlobal.com
DMC builds global companies by
developing people and organizations. We
institutionalize entrepreneurship and
celebrate technical ingenuity. Our growth
is fueled by energized, relevant and
nimbly executed solutions that make a
real difference to our customers. We offer
a global manufacturing network with
intimate localized service, so customers
know they can rely on DMC companies
when the stakes are high. DMC’s
empowered and responsive management
strategies are aimed at serving the
world’s growth markets, giving investors
high returns throughout varying
economic cycles.
2015 Investor Presentation 15
OUR CULTURE
16. à DMCGlobal.com
DMC TRAITS
2015 Investor Presentation 16
The DMC family of brands
share many traits that
are critical to our growth
and success.
Technical expertise, ingenuity and proficiency
in our respective industries.
A culture of critical and creative thinking
that allows us to innovate new solutions for
our clients.
Empowerment to meet market demands through
decisions made at the local level.
A passion for the processes that drive efficiency,
dependability and ultimate value
for our clients.
18. à DMCGlobal.com
CHAPTER & PAGE TITLE HERE
2015 Investor Presentation 18
REPRESENTATIVE: NAME & POSITION HERE
19. à DMCGlobal.com
DYNAENERGETICS OVERVIEW
2015 Investor Presentation 19
A top-tier provider of
compatibility tested
perforating systems.
Acquired in 2007 as new platform business
for DMC.
Unmatched global reach serving oil and gas
service providers, with approximately 7% global
market share.
Reputation for product safety, technical innovation
and systems reliability under extreme
environmental conditions.
Significant portion of product sales come from
well re-perforations and workovers.
Perforating and well completion technologies for
improved productivity and lower operating cost.
20. à DMCGlobal.com
DYNAENERGETICS GROWTH MILESTONES
2007 – Company acquired DynaEnergetics, a new global platform business
2009 – Acquired LRI Oil Tools (Canada)
2010 – Acquired outstanding interests in two Russian oilfield product joint ventures
– Acquired Austin Explosives (Texas)
2012 – Acquired TRX Industries (Texas)
2013 – Opened distribution centers in Bogota, Columbia and West Texas
– Opening new shaped charge manufacturing plant for Americas (Texas)
2014 – Opened distribution centers in Western Pennsylvania and Bonnyville, Alberta
– Completing new gun and shaped charge manufacturing plant in Russia (Siberia)
2015 Investor Presentation 20
22. à DMCGlobal.com 222015 Investor Presentation
DYNAENERGETICS SALES BY GEOGRAPHY
2013 Sales: $83.7 Million
United States / 42%
Canada / 14%
Russia / 7%
Iraq / 5%
India / 5%
United Kingdom / 4%
Kazakhstan / 3%
Rest of World / 20%
23. à DMCGlobal.com
PERFORATING BASICS
2015 Investor Presentation 23
1. Once a wellbore is drilled and
cement and steel casing are in
place, a perforating gun
is deployed into the well.
2. The perforating gun is
fired, sending plasma jets
through the casing and into the
surrounding formation creating
“perforation tunnels”.
3. Oil or gas flows through the
perforation tunnels and
into the well.
24. à DMCGlobal.com
DYNAENERGETICS COMPETITIVE ADVANTAGE
2015 Investor Presentation 24
• Manufacturing expertise and
technical proficiency using
industrial explosives
• Robust product portfolio
• Industry leading safe and
selective detonating technology
• Global distribution expertise
• Strong industry relationships
• Advanced Section IV
Testing Facility simulates most
challenging well environments
25. à DMCGlobal.com 25
DynaStageTM
Gun System
• Pre-assembled, customizable gun system
• No wiring connections… reduces set up time
to seconds
• Removes the potential for electrical
connection errors
• Eliminates gun loading steps
• Fully disposable and maintenance free
DynaSelect Detonators
• Integrated RF-safe & selective
technologies
• Enables concurrent perforating and
fracturing
• Reduces the risk of accidents
• Time and cost savings from sequential gun
initiation
• Improved set-up times and reliability from
40% fewer electrical wiring connections
01 02 03
Booster Transfer Module (BTM)
• Can only be initiated by a ballistic event …
will not fire due to hydrostatic or wellbore
pressure
• No moving parts
• Pressure tight after initiation to 14,000 PSI
• More cost effective to purchase and re-dress
• Simple, fast assembly and small footprint
DYNAENERGETICS PRODUCT INNOVATIONS
2015 Investor Presentation
26. à DMCGlobal.com
DYNASTAGETM
GUN SYSTEM
2015 Investor Presentation 26
*patents pending
Top Fire DynaSelect
Detonator*
Multitronic V Firing Panel
Three Stage Gun String with Bridge Plug
DynaStage Gun Module*
27. à DMCGlobal.com
CREATING A SUSTAINABLE COMPETITIVE ADVANTAGE
27
COMPONENT DRIVEN SALES:
• Guns & Hardware
• Shaped Charges
• Detonating Cord
• Switch
• Detonators
• Control Systems
CUSTOMER USE REQUIREMENTS:
• Gun shop: Mix & match products
and assemble perforating
systems
• Field: Detonator wiring, gun
string assembly, sub recovery
INDUSTRY CHALLENGES:
• Assembly errors lead to misfires
• Quality
• Safety
• Efficiency
• Operating Cost
• Complexity of Supply Chain
DynaSelect
• Integrated Switch Detonator
• RF Safe
• Selective
• Surface Tester
• Enhanced Control System
DYNASELECT ADVANTAGES
• Higher value to Service Companies
• Less field wiring
• Fewer misfires
• Higher priced (to value)
• Reduced detonator wiring in the field
• Customer savings accrue in operations other
than wireline perforating
DynaStage™
• Switch detonator eliminates field wiring, improves
reliability
• Gun armed on detonator installation
• Full factory assembly of gun systems
• Delivery of complete systems to field
• Maintenance free and disposable
DYNASTAGE ADVANTAGES
• Highest level of reliability, safety and efficiency
• No misfires
• Reduced transportation costs and field labor
• Simplified supply chain
• Reduced working capital for customers
• Improved Service and E&P profitability
• Gun shop no longer required
• Detonator wiring eliminated
• Sub recovery eliminated
CURRENT INDUSTRY MODEL DYNAENERGETICS MODEL: PRODUCT ADVANTAGE + BUSINESS MODEL ADVANTAGE
2015 Investor Presentation
28. à DMCGlobal.com
DYNAENERGETICS GROWTH INITIATIVES
2015 Investor Presentation 28
• Investing in new technologies to
expand product offerings
• Forging strategic partnerships
to enter new markets
• Innovating solutions that meet
anticipated market demand
• Global launch of new brand
marketing and digital assets to
improve customer experience
and service design
30. à DMCGlobal.com
SELECT END USERS
30
These major energy service companies are both competitors
and customers. When distribution limitations inhibit these
companies’ ability to supply perforating equipment to certain
international locations, they often turn to DynaEnergetics.
*
2015 Investor Presentation
*
*
*
*
31. à DMCGlobal.com
DYNAENERGETICS MARKET INDICATORS: OIL PRICES
2015 Investor Presentation 31
Oil
S tatis tic s
$63.05 $69.00 $78.65 $92.75 $97.65
12/8/2014 -‐8.6% -‐19.8% -‐32.0% -‐35.4%
$65.67 $72.22 $82.38 $98.57 $111.69
12/8/2014 -‐9.1% -‐20.3% -‐33.4% -‐41.2%
*
Mos t
recent
data
reported
on
08-‐Dec-‐2014
**
%
box
s how s
actual
rates
for
comparis on
1
Week
Before**
1
Month
Before**
3
Months
Before**
1
Y ear
Before**
Nymex
WTI
Crude
UK
Brent
Crude
Mos t
Recent*
January-‐09
April-‐09
July-‐09
October-‐09
January-‐10
April-‐10
July-‐10
October-‐10
January-‐11
April-‐11
July-‐11
October-‐11
January-‐12
April-‐12
July-‐12
October-‐12
January-‐13
April-‐13
July-‐13
October-‐13
January-‐14
April-‐14
July-‐14
October-‐14
$-‐
$20
$40
$60
$80
$100
$120
$140
$/bbl
WTI
Crude UK
Brent
January-‐09
April-‐09
July-‐09
October-‐09
January-‐10
April-‐10
July-‐10
October-‐10
January-‐11
April-‐11
July-‐11
October-‐11
January-‐12
April-‐12
July-‐12
October-‐12
January-‐13
April-‐13
July-‐13
October-‐13
January-‐14
April-‐14
July-‐14
October-‐14
January-‐15
April-‐15
July-‐15
October-‐15
January-‐16
April-‐16
July-‐16
October-‐16
January-‐17
April-‐17
July-‐17
October-‐17
January-‐18
April-‐18
July-‐18
October-‐18
$-‐
$20
$40
$60
$80
$100
$120
$/bbl
Nymex
WTI
Crude
Spot
Price Analyst
Forecast
(Bloomberg
Average
30+
Analysts)
32. à DMCGlobal.com 322015 Investor Presentation
DYNAENERGETICS MARKET INDICATORS: RIG COUNT BY GLOBAL REGION
Rig
S tatis tic s
1,920 1,929 1,925 1,763
12/5/2014 -‐5.6% -‐1.0% 8.9%
149 148 143 137
11/30/2014 8.1% 16.8% 8.0%
255 252 255 240
11/30/2014 14.3% 0.0% 6.3%
422 429 414 385
12/5/2014 n/a n/a 9.6%
403 390 406 388
11/30/2014 40.0% -‐3.0% 3.9%
375 393 410 411
11/30/2014 -‐55.0% -‐34.1% -‐8.8%
142 125 125 135
11/30/2014 163.2% 54.4% 5.2%
3,670 3,657 3,642 3,452
11/30/2014 4.3% 3.1% 6.3%
Original
Data
S ource:
Baker
Hughes
Rig
S tatis tics *
Mos t
recent
data
varies
by
region
**
%
box
s how s
annualized
rates
for
comparis on
1
Y ear
Before
World
Total
Europe
As ia
Pacific
Canada
Middle
Eas t
Latin
America
Africa
U.S .
Mos t
Recent*
1
Month
Before**
3
Months
Before**
1,500
1,600
1,700
1,800
1,900
2,000
2,100
12/22/2011
3/22/2012
6/22/2012
9/22/2012
12/22/2012
3/22/2013
6/22/2013
9/22/2013
12/22/2013
3/22/2014
6/22/2014
9/22/2014
US
40
80
120
160
200
12/22/2011
3/22/2012
6/22/2012
9/22/2012
12/22/2012
3/22/2013
6/22/2013
9/22/2013
12/22/2013
3/22/2014
6/22/2014
9/22/2014
Europe Africa
200
220
240
260
280
300
12/22/2011
3/22/2012
6/22/2012
9/22/2012
12/22/2012
3/22/2013
6/22/2013
9/22/2013
12/22/2013
3/22/2014
6/22/2014
9/22/2014
Asia
Pacific
-‐
100
200
300
400
500
600
700
800
12/22/2011
3/22/2012
6/22/2012
9/22/2012
12/22/2012
3/22/2013
6/22/2013
9/22/2013
12/22/2013
3/22/2014
6/22/2014
9/22/2014
Canada
200
250
300
350
400
450
500
12/22/2011
3/22/2012
6/22/2012
9/22/2012
12/22/2012
3/22/2013
6/22/2013
9/22/2013
12/22/2013
3/22/2014
6/22/2014
9/22/2014
Middle
East
300
340
380
420
460
500
12/22/2011
3/22/2012
6/22/2012
9/22/2012
12/22/2012
3/22/2013
6/22/2013
9/22/2013
12/22/2013
3/22/2014
6/22/2014
9/22/2014
Latin
America
33. à DMCGlobal.com 332015 Investor Presentation
DYNAENERGETICS MARKET INDICATORS: U.S. RIG COUNT BY TYPE
Rig
S tatis tic s
1,368 1,353 1,333 1,127
12/5/2014 13.3% 10.5% 21.4%
198 211 224 222
12/5/2014 -‐73.9% -‐46.4% -‐5.0%
354 365 368 414
12/5/2014 -‐36.2% -‐15.2% -‐14.5%
1,920 1,929 1,925 1,763
12/5/2014 -‐5.6% -‐1.0% 8.9%
*
Mos t
recent
data
reported
on
05-‐Dec-‐2014
**
%
box
s how s
annualized
rates
for
comparis on
Original
Data
S ource:
Baker
Hughes
Rig
S tatis tics
1
Y ear
Before
Directional
V ertical
Total
Rig s
Horizontal
Mos t
Recent*
1
Month
Before**
3
Months
Before**
-‐
200
400
600
800
1,000
1,200
1,400
1,600
12/22/2011
2/22/2012
4/22/2012
6/22/2012
8/22/2012
10/22/2012
12/22/2012
2/22/2013
4/22/2013
6/22/2013
8/22/2013
10/22/2013
12/22/2013
2/22/2014
4/22/2014
6/22/2014
8/22/2014
10/22/2014
Horizontal Directional Vertical
34. à DMCGlobal.com
DYNAENERGETICS MARKET INDICATORS: U.S. HYDRAULIC FRACTURING ACTIVITY
342015 Investor Presentation
N um be r
o f
We lls
F ra c ture d
N um be r
o f
S ta g e s
F ra c ture d
pe r
We ll N um be r
o f
S ta g e s
F ra c ture d Rig
S tatis tic s
4,662 4,599 4,250
9/30/2014 5.5% 9.7%
2,760 2,840 3,462
9/30/2014 -‐11.3% -‐20.3%
101,600 98,100 86,800
9/30/2014 14.3% 17.1%
10,900 11,200 13,800
9/30/2014 -‐10.7% -‐21.0%
*
Mos t
recent
data
reported
on
30-‐S ep-‐2014
Original
Data
S ource:
Baker
Hughes
Rig
S tatis tics **
%
box
s how s
annualized
rates
for
comparis on
Mos t
Recent*
3
Months
Before**
1
Y ear
Before
V ertical/
Directional
Horizontal
V ertical/
Directional
Wells
S tages
Horizontal
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
3/31/2011
6/30/2011
9/30/2011
12/31/2011
3/31/2012
6/30/2012
9/30/2012
12/31/2012
3/31/2013
6/30/2013
9/30/2013
12/31/2013
3/31/2014
6/30/2014
9/30/2014
Horizontal
Vertical/Directional
0.0
5.0
10.0
15.0
20.0
25.0
9/30/2011
12/31/2011
3/31/2012
6/30/2012
9/30/2012
12/31/2012
3/31/2013
6/30/2013
9/30/2013
12/31/2013
3/31/2014
6/30/2014
9/30/2014
Horizontal
Vertical/Directional
0
20
40
60
80
100
120
3/31/2011
6/30/2011
9/30/2011
12/31/2011
3/31/2012
6/30/2012
9/30/2012
12/31/2012
3/31/2013
6/30/2013
9/30/2013
12/31/2013
3/31/2014
6/30/2014
9/30/2014
Horizontal
Vertical/Directional
35. à DMCGlobal.com 35
DYNAENERGETICS MARKET INDICATORS: OIL ECONOMICS
0
10
20
30
40
50
60
70
80
90
100
EagleFordOilTier1
BakkenTier1
TFSTier1
NiobraraTier1
EagleFordOilTier2
BakkenTier2
PRBTier1
DelawareBoneSpring
MidlandWolfcampTier1
MidlandWolfcampTier2
DelawareWolfcamp
NiobraraTier2
TFSTier2
MSLimeTier1
MidlandWolfberryVtTier1
BakkenTier3
SCOOPOil
CTMTier1
PRBTier2
CTMTier2
EastTexasEagleFord
MidlandWolfcampTier3
UintaOil
EagleFordOilTier3
CTMTier3
MSLimeTier2
MidlandWolfberryVtTier2
TMS
Breakeven WTI Price ($/bbl) for 10% ATROR*
Original Data Source: TPH (Data represented from Tudor Pickering Holt & Co. analysis)
*Assumes $3.75/mcf NYMEX
**Tudor Pickering Holt & Co.
With WTI below $70,
500 U.S. land rigs at risk
by end of 2015,
a ~25% y-o-y decline**
2015 Investor Presentation
36. à DMCGlobal.com
DYNAENERGETICS: PROACTIVE RESPONSE TO DOWN CYCLE
2015 Investor Presentation 36
Oil price decline is shifting
the focus of the exploration,
production and service
industries.
Operators and service providers seeking to reduce
costs, improve operational efficiencies, enhance
competitiveness.
Ideal time to introduce next-generation products
(i.e. DynaSelect, DynaStage, BTM) that deliver step
change in efficiency, performance and safety.
Favorable environment to shift industry business
model: Sell feature-rich perforating systems versus
commoditized components.
Capitalize on anticipated growth of well re-
completion and workover projects.
Manage internal costs.
38. à DMCGlobal.com
NOBELCLAD OVERVIEW
38
NobelClad is the worldwide
leader in explosion welded
plate production.
Largest global supplier of explosion clad plates.
Serving a diversified roster of industrial and
infrastructure end markets. Working to drive
engineering specifications for clad.
Profiting from global industrial infrastructure
investments.
Strong free cash flow.
2015 Investor Presentation
40. à DMCGlobal.com
2013 Sales: $118.4 Million
United States / 45%
South Korea / 10%
Germany / 6%
Canada / 5%
India / 4%
France / 3%
China / 2%
Rest of World / 25%
2015 Investor Presentation 40
NOBELCLAD SALES BY GEOGRAPHY
41. à DMCGlobal.com
NOBELCLAD GROWTH MILESTONES
1965 – Company founded as Explosive Fabricators
1996 – Acquired Detaclad®, the explosion welding business of Dupont
2001 – Acquired Nobelclad (France)
2007 – Acquired Dynaplat (Germany)
2012 – Opened sales office in South Korea
2013 – Unified global explosion welding operations under NobelClad
– Opened sales office in China
2014 – Acquired state-of-the art manufacturing facility in Germany
– Initiated restructuring program of European cladding operations
2015 Investor Presentation 41
45. à DMCGlobal.com
NOBELCLAD’S COMPETITIVE ADVANTAGE
2015 Investor Presentation 45
• Global network of specialty
metals providers
• Permits and shooting sites
in U.S., France, Sweden
and Germany
• Mastery of explosion-welding
process for large-scale
production
• Strong working relationships
with end-market customers
NobelClad’s dominant position in
the explosion welding industry is
protected by significant barriers
to entry.
Explosion welding shot - NobelClad’s outdoor shooting facility near Rivsaltes, France.
46. à DMCGlobal.com
NOBELCLAD GROWTH INITIATIVES
2015 Investor Presentation 46
• Expanding market share in Asia
• R&D focused on new clad plate
applications
• Applying process expertise to
new market development
• Global launch of new brand
marketing and digital assets to
improve customer experience
and service design
Separating equipment – A natural gas production facility where NobelClad’s explosion
welded plates were used in the fabrication of specialized pipes.
48. à DMCGlobal.com
PRIMARY END MARKETS SERVED
2015 Investor Presentation 48
• Chemical
• Oil and Gas
• Metals and Mining
• Marine
• Power Generation
• Alternative Energy
• Industrial Refrigeration
• Transportation
• Defense and Protection
49. à DMCGlobal.com
BOOKINGS BY END MARKET: 2008 REVENUE PEAK TO 2013 TROUGH
2015 Investor Presentation 49
0
20
40
60
80
100
120
140
160
180
200
2008
Misc. / 10%
Shipbuilding / 2%
Ind. Refrigeration / 3%
Hydrometallurgy / 4%
Power Gen. / 7%
Aluminum / 11%
Alt. Energy / 13%
Oil & Gas / 22%
Chemical / 27%
2008 Bookings: $198.9M
0
20
40
60
80
100
120
140
160
180
200
2013
Misc. / 5%
Shipbuilding / 4%
Ind. Refrigeration / 3%
Hydrometallurgy / 0%
Power Gen. / 6%
Aluminum / 8%
Alt. Energy / 0%
Oil & Gas / 39%
Chemical / 35%
2013 Bookings: $108.4M
50. à DMCGlobal.com
CLADDING METAL PRICE CHANGES: 2008 REVENUE PEAK THROUGH 2013 TROUGH
2015 Investor Presentation 50
Stainless Steel
304
Stainless Steel
316
Titanium Gr1 Inconel 625 Alloy 825 516-70 (Mill) 516-70 (Service
Center)
2008
2013
30% 38% 26% 40% 20% 12% 5%
Charts show decline in average price per pound paid by DMC. Metals make up 45% - 50%
of the value of a typical explosion welding order.
51. à DMCGlobal.com
SELECT END USERS
51
Chemicals Refining Mining Engineering
2015 Investor Presentation
NobelClad provides value to its industrial and infrastructure
customers by collaborating at every stage of development. During
design phases, NobelClad is a key resource for process architects and
engineers who often write NobelClad plates into their manufacturing
specifications.
52. à DMCGlobal.com 522015 Investor Presentation
ENGINEERING PROCUREMENT & CONSTRUCTION (EPC) COMPANY BACKLOG INDEX
In
Millions
of
US D Cummulative
Company
Bac klog
-‐
Index
189,074 195,959 152,018
-‐3.5% 24.4%
*
Quarter
to
quarter
grow th
rate
for
3Q14
**
Y ear
to
Y ear
grow th
rate
for
3Q14
3Q14 2Q14* 3Q13**
Total
$-‐
$50,000
$100,000
$150,000
$200,000
$250,000
Q4-‐2011
Q1-‐2012
Q2-‐2012
Q3-‐2012
Q4-‐2012
Q1-‐2013
Q2-‐2013
Q3-‐2013
Q4-‐2013
Q1-‐2014
Q2-‐2014
Q3-‐2014
The EPC Backlog Index is a cummulative summary of
the backlog for nine global companies that report
quarterly backlog. These companies w ere chosen as
their project revenue is primarily driven frompetoleum
based projects.
The companies are summarized below by their
headquarters and % of revenue driven by petroleum
projects (source Engineering New s Record) :
Company Headquarters % Petroleum
Technip France 99%
Fluor*** USA 65%
KBR USA 50%
CB&I USA 93%
Jacobs USA 80%
Samsung Eng. South Korea 68%
Hyundai E&C*** South Korea 43%
Foster Wheeler USA 74%
Saipem Italy 97%
*** Petroleum (Oil & Gas) related segment backlog
58. à DMCGlobal.com
DMC’S PERFORMANCE TENETS
2015 Investor Presentation 58
Through share ownership,
DMC management has
closely aligned its interest
with independent
shareholders, and all
management decisions are
made to maximize
shareholder value.
DMC has adopted three tenets to guide superior
share price performance:
1. Maximize free cash flow through financial
discipline
2. Maximize return on invested capital by
achieving operational excellence and making
discerning investment decisions
3. Invest in new technology, product and market
development to drive sustained growth and
increased profitability
59. à DMCGlobal.com
CONTACT INFORMATION
2015 Investor Presentation 59
DMC
5405 Spine Road
Boulder, Colorado 80301, USA
T 800-821-2666
Geoff High
Director of Investor Relations
E ghigh@dmcglobal.com
T 303-514-0656
Contact Primary Contact
60. à DMCGlobal.com
APPENDIX: USE OF NON-GAAP FINANCIAL MEASURES
1/7/15Presentation Title 60
APPENDIX: USE OF NON-GAAP FINANCIAL MEASURES
à DMCGlobal.com 602015 Investor Presentation
