Provaris Energy Ltd · ASX:PV1
Provaris Energy — Investor Presentation (March 2020)
19 slides from Provaris Energy's investor presentation, Mar 13, 2020
Slide 1: Investor Presentation March 2020
Investor Presentation March 2020
Slide 2: Disclaimer
Disclaimer Australia and All Jurisdictions The information in this presentation is not an offer or recommendation to purchase or subscribe for securities in Global Energy Ventures Ltd (GEV) (ASX:GEV) or to retain or sell any securities currently being held . This presentation does not take into acco
Slide 3: Corporate Overview (ASX:GEV)
Corporate Overview (ASX:GEV) 12 month Share Price Performance Capital Structure Share Price A$ Volume ('000) Ordinary Shares on Issue 386.2m (84%) $0.30 3,000 Market Capitalisation at $0.10/share (12 March) A$38m Cash Balance (31 December 2019) A$4.4m $0.25 2,500 Performance Shares 3 14.0m (3%) Opti
Slide 4: Insider equity ownership aligned with shareholders
Insider equity ownership aligned with shareholders 30 years’ experience in the international Bachelor of Mechanical Eng. & MBA with 25 Bachelor of Business & Graduate Diploma in energy industry having foundered ASX listed years’ experience in the international energy Applied Finance with 20 years in
Slide 5: Increasing role of gas in switch to cleaner fuels
Increasing role of gas in switch to cleaner fuels Growth in world energy demand continues with an increasing focus on reducing carbon emissions 43% of the world’s growth in > Population growth and middle class = growth in energy demand will be generation supplied by gas by 2040 * Energy supply conti
Slide 6: What differentiates CNG as a regional transport solution?
What differentiates CNG as a regional transport solution? Compression and decompression are Offsetting lower infrastructure is Further the distance the greater CNG best suited to regional markets significantly cheaper than liquefaction a higher cost of CNG ships on a the cost of CNG transport than a
Slide 7: CNG Optimum ship approved for construction
CNG Optimum ship approved for construction 1960 | Bottle Ship 1998 | Coselle 2016 | Construction of 25MMscf ship 8x BOTTLE SHIP JAYANTI BARUNA, INDONESIA, 2016 25 MMscf Capacity • Steel and design factor of the 60’s. • Reduced connections using large coils of small CNG OPTIMUM • Too many connections
Slide 8: CNG Optimum ship and the CNG process itself has environmental benefits.
CNG Optimum ship and the CNG process itself has environmental benefits. A CNG transport system consumes about 4 to 6% of the gas transported which is less than the 10 to 12% consumed by the liquification and regassification of an LNG system. CNG is energy efficient. Like LNG ships, CNG Optimum ships
Slide 9: CNG Optimum ready for commercialisation
CNG Optimum ready for commercialisation January 2019 Approval from American Bureau of Shipping for CNG Optimum ship construction. July 2019 Shipyard Letter of Intent (LOI) with Yantai CIMC Raffles Offshore Limited. > Ship construction cost US$135-140 million per ship. American Bureau Shipping SeaQue
Slide 10: “Pipe-to-Pipe” Gas Transportation Solutions
“Pipe-to-Pipe” Gas Transportation Solutions CNG Optimum gas transport solution is now economically Projects targeted where GEV can develop and implement a full competitive with alternative transport options for a given CNG gas transport supply chain (pipe to pipe). volume and distance. CNG Optimum f
Slide 11: Marine CNG transportation solution
GEV will contract and Single transport fee Economic advantages Marine CNG build/own/operate the CNG supply chain to deliver 15-20yr based on volume, distance, continuous or of CNG Optimum up to a distance of 1,500 N Miles transportation bankable fixed cash flows. interruptible. solution Repeatable d
Slide 12: Floating pipeline solution for associated gas production
Gas is compressed on the FPSO and sent via Fleet sized to match the gas production rate. transfer line to the loading buoy system (e.g. STL Dual loading and redundancy in ship fleet an Floating pipeline or SAL). option to satisfy operating availability solution for associated Often offshore producin
Slide 13: Two priority CNG projects in 2020
Two priority CNG projects in 2020 Low development costs support a portfolio approach to CNG Mitigates against binary nature of large single energy project development. infrastructure projects. Offshore Brazil Pre-salt Offshore US Gulf of Mexico • Multiple development projects, backed by global oil m
Slide 14: Brazilian Pre-Salt has multi-CNG project potential
Brazilian Pre-Salt has multi-CNG project potential CNG Optimum launch into Brazil July 2019. Appointment of GAIA as our Country Associate to jointly develop CNG projects and leverage local expertise, understanding of regulatory framework and industry relationships. Advancing discussions with multipl
Slide 15: Brazil ideally suited for CNG & ready for massive growth
Brazil ideally suited for CNG & ready for massive growth Brazilian Pre-Salt presents a unique and IOC’s developing Pre-Salt projects attractive gas market dynamic ideally suited to CNG Optimum Sul de Gato do Alto de Cabo Alto de Cabo Sudoeste de Dois Irmaos Frio Central Tres Marias Entorno de Pau-Br
Slide 16: Brazil domestic gas market remains in deficit
Brazil domestic gas market remains in deficit Natural gas demand is set to climb to a record in 2020‒2021 at 39 billion cubic meters (bcm) per year, giving the country one of its biggest demand-supply deficits in history Bolivian gas imports declining, with imported LNG a source to fill the gap. GEV
Slide 17: CNG launch into the US Gulf Coast gas market
CNG launch into the US Gulf Coast gas market Selection of an offshore export Due diligence completed on numerous terminal as a CNG project to transport offshore platforms connected to US gas to regional markets that existing network of pipelines serving include: Mexico, Central America, and multiple
Slide 18: CNG Optimum commercial opportunity is compelling…
CNG Optimum commercial opportunity is compelling… Experienced team in value creation and ownership of All technical and safety approvals completed for CNG 7 1 equity aligned with shareholders. Optimum ship > ready to be commercialized. Shipyard LOI and Strategic Alliance with CIMC Raffles Projects w
Slide 19: For all investor enquiries
For more gev.com information visit: Martin Carolan @GEVmarineCNG Executive Director +61 8 9322 6955 For all investor mcarolan@gev.com 5 Ord St, West Perth, 6005 enquiries +61 404 809 019 19