Delorean Corporation Ltd · ASX:DEL
Delorean — Investor Presentation (September 2021)
21 slides from Delorean's investor presentation, Sep 9, 2021
Slide 1: Investor Pack September 2021
For personal use only Investor Pack September 2021 www.deloreancorporation.com.au
Slide 2: Important Notice & Disclaimer
Disclaimer For personal use only Important Notice & Disclaimer This document is confidential and may not be reproduced, redistributed or passed on, directly or indirectly. This document is neither a prospectus nor an offer to subscribe for Shares. The purpose of this presentation is to provide gener
Slide 3: Introduction
Delorean Corporation Introduction For personal use only DEL is a vertically integrated business positioned in two high growth industries – renewable energy and waste management. Both sectors have strong macro drivers and are rapidly developing. Listing in April 2021, DEL is growing and diversifying
Slide 4: The Opportunity: The Potential Scope for Growth
The Opportunity The Potential Scope for Growth For personal use only 2019 National Waste Policy “Halve the amount of organic waste sent to landfill by 2030” Australia’s evolving environmental policy in waste processing and a push for renewable energy is creating opportunities for early movers in the
Slide 5: Early Mover in Emerging Energy
Early Mover in Emerging Energy For personal use only United Kingdom Australia Market Anaerobic Digestion Plants (2) Anaerobic Digestion Plants (1) • Biogas is a mature stage technology, globally established and led by Europe, but under-utilised in Australia • In Australia only 1.4% of the country’s
Slide 6: Vertically Integrated Renewable Energy Business
Vertically Integrated Renewable Energy Business For personal use only Engineering Division Infrastructure Division Energy Retail Division EPC(1) and O&M(2) contractor that Infrastructure development and management of Established energy retailer with licenses to builds bioenergy facilities. Delorean
Slide 7: Gentailer Business Overview
Delorean Corporation For personal use only Gentailer Business Overview 7
Slide 8: Revenue Model
Revenue Model For personal use only • Develop, own, operate and monetise renewable energy infrastructure projects in Australia and New Zealand • DEL model benefits from multiple revenue streams 8
Slide 9: Project Updates Across Australia and New Zealand
Project Updates Across Australia and New Zealand For personal use only EPC Projects progressing with DEL-owned Project Development and Build Pipeline COMPLETED PROJECTS EPC CONTRACTS DELOREAN ENERGY QUEENSLAND ONE PROJECT (QLD) DELOREAN’S CURRENT PROJECTS DELOREAN ENERGY SA ONE PROJECT (SA) 2022 PIP
Slide 10: Engineering Division: EPC Contracts
Delorean Engineering Division EPC Contracts For personal use only Blue Lake Milling Ecogas Bioenergy Project Pipeline (CBH Group) Bioenergy Plant (Pioneer) • Tendering for major $7.6M contract value $10.1M contract value EPC contract in Victoria LOCATION LOCATION • Undertaking feasibility • Borderto
Slide 11: Infrastructure Division: Owner and Operator
Delorean Infrastructure Division Owner and Operator For personal use only Delorean Energy Delorean Energy Victoria One Project SA One Project (~$13.8M capex) (~$22.4M capex) • 40,000TPA bioenergy with anaerobic • Stage 1 - 60,000TPA bioenergy CURRENT STATUS digestion facility (Stage 1) anaerobic dig
Slide 12: Infrastructure Division: Owner and Operator
Delorean Infrastructure Division Owner and Operator For personal use only Delorean Energy Delorean Energy Queensland One Project Victoria Two Project (~$24M capex) (~$22M capex) • 83,000TPA bioenergy anaerobic • 50,000TPA bioenergy anaerobic digestion facility digestion facility • 3.0MW generation c
Slide 13: Collaboration agreement with Australian Gas Networks Limited
Delorean Corporation has entered into a landmark collaboration agreement with For personal use only Australian Gas Networks Limited • Australian Gas Networks Limited is part of Australian Gas Infrastructure Group (AGIG) • AGIG is one of Australia’s largest gas infrastructure businesses, with operati
Slide 14: Infrastructure Project Funding Strategy
Delorean Infrastructure Project Funding Strategy For personal use only Appointment of Planum Partners as Financial Adviser for $200M project pipeline • In August 2021, DEL appointed Planum Partners Pty Ltd (“Planum”) as Financial Advisor to arrange funding for its current and future development pipe
Slide 15: Bioenergy Portfolio Strategy
Bioenergy Portfolio Strategy For personal use only Develop, Own & Operate Bioenergy Plants 15
Slide 16: Energy Retail Division: Continued Growth in WA
Energy Retail Division Continued Growth in WA & For personal use only Geographic Expansion Plans on Track • An established energy retailer in the WA Energy Market with National Energy Market (NEM) licenses • CleanTech’s role in Delorean Corporation is to: • Act as offtake partner for Delorean projec
Slide 17: Energy Retail Division: Distributed Energy Resource Strategy
Energy Retail Division Distributed Energy Resource Strategy For personal use only • The rapid transformation of the energy market from a centralised, largely utility scale generation mix supplying reliable steady demand; to a dynamic, decentralised system, has presented challenges to the stability a
Slide 18: Biomethane & Hydrogen
Delorean Corporation Biomethane & Hydrogen For personal use only Uniquely Positioned in Fast-Growing Biomethane Market (with Hydrogen Options) • DEL is one of only a small number of true green energy stocks on the ASX, and the only ASX-listed company leading with bioenergy and commercial production
Slide 19: Corporate & Capital Structure as at September 2021
Corporate & Capital Structure as at 7 September 2021 For personal use only Capital Structure Shareholders (as at 7 September 2021) (as at 7 September 2021) Debt 0 Top 20 holding 73% of Issued Capital Ordinary Shares on Issue 179,078,281 ~51% held by founders and board Options on Issue 20,250,000 Per
Slide 20: Strong Leadership
Strong Leadership For personal use only Hamish Jolly Steve Gostlow Executive Chair & Co-Founder Non-Executive Director Hamish is a seasoned executive and holds Steve has over 20 years’ experience in the waste a Bachelor of Business (Business Law and Accounting) management industry. He was Managing D
Slide 21: Contact
For personal use only Contact Investor Relations Bianca Barlow Joe Oliver Delorean Corporation Managing Director Corporate Finance Ground Floor, 1205 Hay Street Ground Floor, 1205 Hay Street West Perth WA 6005 West Perth WA 6005 Bryce Gould T (08) 6147 7508 T (08) 6147 7508 T (08) 6380 9233 E bianca