Apa Group · ASX:APA
Apa — UBS Australian Resources, Energy and Utilities Conference 2014
15 slides from Apa's conference presentation, Jun 19, 2014
Slide 1: APA Group – consistent strategy in a dynamic market
For personal use only APA Group – consistent strategy in a dynamic market Mick McCormack Managing Director and CEO UBS Australian Resources, Energy and Utilities Conference 19 June 2014
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Australian Pipeline Limited (ACN 091 344 704) the responsible entity of the Australian Pipeline Trust (ARSN 091 678 778) and APT Investment Trust (ARSN 115 585 441) (APA Group). Summary information: This presentation contains su
Slide 3: About APA Group
About APA Group APA is Australia’s largest gas infrastructure business APA For personal use only Market A$5.8 billion Gas transmission pipelines and storage capitalisation – Owning and operating two thirds of Australia’s onshore pipelines S&P/ASX 50 – Interconnected pipeline networks MSCI All Worl
Slide 4: APA's long term strategy
APA’s long term strategy For personal use only Strategy is focused on our core business of gas pipelines – transmission and distribution infrastructure 1H14 highlights Facilitating development Contribution of recent Enhancing APA’s portfolio of gas infrastructure assets in Australia’s of gas relat
Slide 5: Abundant gas supply for domestic and export markets
Abundant gas supply for domestic and export markets For personal use only 981 PJ Proven and probable gas 17,384 PJ reserves total 139,000 PJ (1) – Domestic gas use for 2013 was 1,110 PJ and 1,090 PJ 70,386 PJ for LNG export (1) 41,285 PJ More than 50 years of gas available at current usage 178 P
Slide 6: Long term growth in gas demand
Long term growth in gas demand Australia’s total primary energy consumption is expected to increase by 10% over the next 20 years(1) For personal use only – Natural gas represents 25% of primary energy … and this share is expected to increase over the long term LNG exports supplied by on-shore g
Slide 7: Developing a national integrated portfolio
Developing a national integrated portfolio, … For personal use only Strategy of expanding and enhancing Darwin APA’s gas infrastructure portfolio – Foundation assets - $1.3 billion + acquisitions + greenfield developments + organic expansions -- partial divestments ̶ APA assets today - $7.8 billio
Slide 8: Well positioned in a dynamic energy market
… well positioned in a dynamic energy market NT link to east coast grid: For personal use only Feasibility study APA’s east coast grid: East coast grid APA’s WA infrastructure: Darwin > 7,000 km of pipelines – Interconnected transmission > 3,000 km pipelines 5 major pipelines Gas transport and sto
Slide 9: East coast grid adapting to and driving market changes
East coast grid adapting to and driving market changes For personal use only Seamless services across the grid Gladstone – Multi-pipeline gas transportation agreements Moomba Wallumbilla – Storage services Brisbane – Flexibility to manage gas supply and demand portfolios – Capacity trading Optim
Slide 10: WA portfolio serving mining and Perth regions
WA portfolio serving mining and Perth regions Gas basins and operating mines near APA’s pipelines, WA For personal use only BONAPARTE BASIN Major gas pipeline infrastructure serving the mining regions – Pilbara and Goldfields BROWSE BASIN – Goldfields Gas Pipeline capacity increase - underwritten
Slide 11: Connecting eastern and northern regions
Connecting eastern and northern regions For personal use only Strategic initiative to connect the Darwin Northern Territory and the east coast – Pipeline linking APA’s east coast grid and Northern Territory pipelines Benefits and rationale – Linking existing APA pipeline infrastructure – Connect
Slide 12: Developing growth capital projects across Australia
Developing growth capital projects across Australia Continued expansion and enhancement of APA’s gas infrastructure portfolio For personal use only – Growth opportunities unique to APA Committed projects underwritten by long term revenue contracts and/or regulatory arrangements FY 2014 FY 2015 F
Slide 13: Revenue security and diversity
Revenue security and diversity Diversified revenue base – single assets supply no more than 20% of revenue For personal use only Revenue secured by long term take-or-pay contracts or regulatory arrangements Revenue by business segment (1) $900m Energy Investments 6% $800m Asset Management 1H14 R
Slide 14: Growth, value and security for securityholders
Growth, value and security for securityholders Stable and growing distributions For personal use only Distributions (cents per security) Outperforming market returns 40 36.25 (1) Total securityholder returns since listing 30 APA TSR: 952% APA CAGR: 18.3% 20 1100 1000 10 900 0 800 700 600 Total a
Slide 15: For further information contact
For personal use only For further information contact Chris Kotsaris Delivering Australia’s energy Investor Relations, APA Group Tel: +61 2 9693 0049 E-mail: chris.kotsaris@apa.com.au or visit APA’s website www.apa.com.au
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