Channel Infrastructure Nz Limited · NZX:CHI
Channel Infrastructure Nz — Investor Presentation (June 2024)
9 slides from Channel Infrastructure Nz's investor presentation, June 2024
Slide 1: JMI Wealth CEO Showcase
JMI Wealth CEO Showcase June 2024
Slide 2: Important Information
Important Information • This presentation contains forward looking statements concerning the financial • In light of these risks, results could differ materially from those stated, implied or condition, results and operations of Channel Infrastructure NZ Limited (hereafter inferred from the forward-
Slide 3: Click here to watch video
( Click here to watch video fi
Slide 4: Providing resilient infrastructure needed to support the energy transition
Providing resilient infrastructure needed to support the energy transition
Slide 5: Long-term business underpinned by jet fuel demand, inflation linked revenues
Long-term business underpinned by jet fuel demand, inflation linked revenues Marsden Point Throughput (Million Litres) Contracted revenue outlook assuming Envisory fuel demand 4,000 outlook - (2023 terms[1] excluding PPI Indexation ) 40ML Tank capacity 140.0 3,500 available for conversion 120.0 3,00
Slide 6: Stable and predictable infrastructure returns
Stable and predictable infrastructure returns Capital allocation framework Stable and predictable earnings Strong cashflow and balance sheet to deliver to shareholders 91% Stay-in-business EBITDA to FCF Leverage [3] Total FY23 Dividend policy capital expenditure Conversion Dividend 3.6x 30-40% Reven
Slide 7: Helping fuel NZ's future to 2050 and beyond
Helping fuel NZ's future to 2050 and beyond OUR VISION World-class energy infrastructure company OUR PURPOSE Delivering resilient infrastructure solutions to meet changing fuel and energy needs OUR STRATEGIC PRIORITIES World-Class High Performance Grow from Support Energy Disciplined Capital Good Ne
Slide 8: Growth opportunities
Growth opportunities Focused on opportunities with above WACC returns and customer contracts that provide revenue certainty Near term growth at Marsden Point Repurposing of surplus land Growth Outside Marsden Point SUPPORTING FUEL RESILIENCE FUTURE FUELS ACQUISITION OF OTHER INFRASTRUCTURE Submitted
Slide 9: Our Investment Proposition
Our Investment Proposition Ownership of critical infrastructure Long-term customer contracts Stable inflation linked earnings and cash flows with strong balance sheet 11.3% Free Cash Flow yield; 7.6% Dividend Yield Transition Asset - Supporting New Zealand’s decarbonisation Focused Growth opportunit
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