Locality Planning Energy Holdings Limited · ASX:LPE
Locality Planning Energy — Investor Presentation (February 2023)
13 slides from Locality Planning Energy's investor presentation, Feb 20, 2023
Slide 1: Creating value powering strata communities
For personal use only Locality Planning Energy (ASX:LPE) Creating value powering strata communities February 2023
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Locality Planning Energy Holdings Limited (LPE). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in LPE. You should not treat the contents of
Slide 3: Creating value powering strata communities
Creating value powering strata communities For personal use only High value customers • LPE provides a win-win situation for customers living in strata communities, with on long term energy access to competitive prices for electricity with no upfront cost on infrastructure supply contracts • Value a
Slide 4: About us
About us For personal use only Fast-growing and innovative Saving money and creating One of the largest residential electricity provider to strata sustainable communities for the embedded network operators in communities with long term future with no upfront costs, through Queensland electricity, ho
Slide 5: Embedded Networks
Embedded Networks For personal use only • Aggregating electricity for a community via one market facing meter (the “parent meter”) where all apartments connect to the parent meter reducing network costs i.e. “one charge spread over many” • Electricity is supplied to individual apartments via dedicat
Slide 6: Centralised Hot Water
Centralised Hot Water For personal use only • LPE installs, maintains and owns the hot water plants, entering into long-term infrastructure and supply agreements • Hot water, without the space constraints of individual electric heating systems or requiring access to apartments to carry out service a
Slide 7: Re-set to transition to profitability in FY24
Re-set to transition to profitability in FY24 For personal use only • Having undergone a material re-set following the May-June 2022 “LPE was one of the first retailers to restructure, a clear positive has emerged with operating cashflow adjust prices and encourage its on- reaching $5.6m net inflow
Slide 8: Strata: the ideal customer profile
Strata: the ideal customer profile For personal use only Strata communities are highly loyal and sticky $10.4bn 12% QLD $1.2bn Queensland's total energy Queensland’s population that Queensland has over 54,000 Strata communities eligible market is worth ~$10.4bn/yr live in apartments or strata scheme
Slide 9: Outlook
Outlook For personal use only • Growth driven by the embedded network business, organically and through acquisition, as LPE remains a prominent supplier to Queensland’s strata communities • Stronger operating platform, new customers, normalising margins due to controlled operating costs in 2HFY23 an
Slide 10: Significant discount to SOTP valuation
Significant discount to SOTP valuation For personal use only Currently trading at a 70% discount to sum of the parts (SOTP) value, while ignoring the value of LPE’s unique IP and brand in the strata industry: Cash $3m Sum of the parts Debt ($1m) Net cash $2.0m Net cash $2.0m Net investments/value $2
Slide 11: Corporate Snapshot
Corporate Snapshot For personal use only Key Metrics Major Shareholders ASX CODE: LPE Holder Shares % of SOI Share Price (price @ 17/2/23) $0.05 Fernsha Pty Limited 18,119,843 10.1 Shares on Issue (m) 178.1 Mr Stanislav Michael Kolenc 11,165,930 6.2 Market Capitalisation (m) $9 Justin Pettett (Chair
Slide 12: Board of Directors
Board of Directors For personal use only Justin Pettett Damien Glanville Kathryn Giudes Barnaby Egerton-Warburton Non-Executive Chairman Managing Director & CEO Non-Executive Director Non-Executive Director Co-founder of LPE with over 21 years Co-founder of LPE with over 18 years’ Kathryn was previo
Slide 13: Contact
Contact For personal use only Authorised by the Board Justin Pettett Non-Executive Chairman jpettett@localityenergy.com.au 1800 040 168 investors.joinlpe.com.au
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