Janus Electric Holdings Limited · ASX:JNS
Janus Electric — Shareholder Meeting (November 2023)
33 slides from Janus Electric's shareholder meeting presentation, Nov 30, 2023
Slide 1: 2023 Annual General Meeting
Company Presentation | November 2023 Artist impression 2023 annual general meeting Conscious Sustainable Investments 30 November 2023 1
Slide 2: Meeting agenda
Company Presentation | November 2023 Meeting agenda Chairman’s introduction CEO and Executive Director address Resolutions Close of meeting Questions and answers Refreshments Voting results released to ASX Conscious Sustainable Investments 2
Slide 3: Chairman's introduction
Company Presentation | November 2023 Chairman’s introduction Boyd White Artist impression Conscious Sustainable Investments 3
Slide 4: CEO Greg Watson & Executive Director Geoffrey Drucker presentation
Company Presentation | November 2023 CEO Greg Watson & Executive Director Geoffrey Drucker presentation Artist impression Conscious Sustainable Investments 4
Slide 5: Disclaimer
Company Presentation | November 2023 Disclaimer The material in this presentation has been prepared by ReNu Energy Limited (ABN 55 095 006 090) and is general background information about ReNu Energy’s activities current as at the date of this presentation. This information is given in summary form
Slide 6: Who we are
Company Presentation | November 2023 Who we are ReNu Energy Key priority through (ASX:RNE) has the Countrywide Hydrogen is purpose to strategically to create a hydrogen drive the transition to a ecosystem in Tasmania, low carbon future, then mainland expansion through investing in to build the value
Slide 7: Group structure
Company Presentation | November 2023 Group structure ReNu Energy (ASX:RNE) Countrywide Incubator / Hydrogen (100%) Accelerator Hydrogen project Tasmanian projects Portfolio companies opportunities pipeline Brighton Melbourne Vaulta (15%) Launceston Portland Enosi (14%) Devonport Indonesia Allegro (4
Slide 8: RNE corporate snapshot
Company Presentation | November 2023 RNE corporate snapshot ASX code RNE Shareholder structure Shares on issue 447.5m Board & Options on issue1 124.2m management 26.5% Market capitalisation (at 1.5c per share)2 $6.7m 52-week range2 8.2c – 1.3c 447.5m Other 51.8% Shares on issue Debt Nil Steve Nossal
Slide 9: Key team members
Company Presentation | November 2023 Key team members Geoffrey Drucker Greg Watson Boyd White Executive Director, The Hon. Peter Gutwein ReNu Energy Limited CEO & Company Executive Chairman, Non-executive Director, Secretary, ReNu Energy ReNu Energy Limited Managing Director, Countrywide Hydrogen Li
Slide 10: FY23 operational review
Company Presentation | November 2023 FY23 operational review Basis of design for the Tasmanian green hydrogen projects: completion of project definition, technology and supplier selection (Plug Power 5MW PEM electrolysers and Fabrum H35 hydrogen refuelling stations), basis of design with the Group’s
Slide 11: FY23 financial results
Company Presentation | November 2023 FY23 financial results Movement EBITDA: Metric 2023 ($000s) 2022 ($000s) ($000s) • Favourable revaluations Income 3,020 143 2,877 of investee companies EBITDA (708) (2,578) 1,870 • Increased green hydrogen project - Hydrogen (1,501) (346) (1,155) development expe
Slide 12: Attractive ESG opportunity
Company Presentation | November 2023 Attractive ESG opportunity • Countrywide Hydrogen’s domestic distributed hydrogen supply ambition: Hydrogen Hyway#1 in Tasmania then replicate the model to suitable markets across mainland Australia and internationally • Demand from governments and corporates for
Slide 13: Domestic Hydrogen HyWay model
Company Presentation | November 2023 Domestic Hydrogen HyWay model Arterial traffic corridor with supporting infrastructure for hydrogen fuelled vehicles 24/7 refuelling: Refuelling brand H2Co Energy launched with distributed refuelling to be strategically sited with green hydrogen production to cou
Slide 14: About Countrywide Hydrogen
Company Presentation | November 2023 About Countrywide Hydrogen • A green hydrogen project originator/developer • Projects to add value to communities and economies by reducing emissions • Strong renewable energy experience • Focus on offtakes in road transport, materials handling, natural gas decar
Slide 15: Investment case for green hydrogen
Company Presentation | November 2023 Investment case for green hydrogen • Why invest? Why now?: Green hydrogen (exclusively using renewable electricity to generate hydrogen) is enjoying unprecedented political, investment and business momentum globally • Hydrogen can help tackle various critical ene
Slide 16: Investment overview
Company Presentation | November 2023 Investment overview Collaborators Market Strong business Numerous value advantage model inflection points • Ground floor ESG • Potential for positive • Revaluation event, opportunity to reduce earnings from first trade sale or spin-off of Australian emissions gre
Slide 17: Countrywide Hydrogen's Tasmanian projects
Company Presentation | November 2023 Countrywide Hydrogen’s Tasmanian projects Artist impression Conscious Sustainable Investments 17
Slide 18: Strong positioning for hydrogen in Tasmania
Company Presentation | November 2023 Strong positioning for hydrogen in Tasmania Australia’s National Hydrogen Strategy highlights Tasmania’s unique potential in the hydrogen industry, in line with the Tasmanian Green Initiatives in Tasmania Government’s vision for the state to be a significant supp
Slide 19: Countrywide Hydrogen project roll-out
Company Presentation | November 2023 Countrywide Hydrogen project roll-out Three synergistic project parts Hydrogen Refuelling Station (HRS) To provide statewide access A. Hydrogen production to green hydrogen the & storage project is planned to span Infrastructure at strategically positioned three
Slide 20: Strategy
Company Presentation | November 2023 Strategy • Aim: Develop strategically located, commercial scale green Planned site rollout: hydrogen production sites for a Hydrogen HyWay Each site installation of an (initial) 5MW electrolyser & HRS • Whole of Tasmania focus: Refuelling network designed to prov
Slide 21: Potential project benefits
Company Presentation | November 2023 Potential project benefits Targeted project benefits to Tasmania Other project aims: include: • Delivering on the vision of the State • Green hydrogen production at scale Government’s Tasmanian Renewable Hydrogen Action Plan • Natural gas decarbonisation • Respon
Slide 22: Project requirements and additional opportunities
Company Presentation | November 2023 Project requirements and additional opportunities Grant and Financial close co-investment Approvals, community GHPRS, ARENA, consultation complete, Commercial HESTA, international water, network operations partners connection 1st production & green hydrogen sales
Slide 23: HESTA platform agreement and ARENA
Company Presentation | November 2023 HESTA platform agreement and ARENA • Provides a framework to negotiate with HESTA to develop and finance selected projects together • Agreed commercial principles for joint investment, including: o Sale of selected projects by ReNu Energy to a joint venture asset
Slide 24: Hydrogen project opportunities
Company Presentation | November 2023 Hydrogen project opportunities Artist impression Conscious Sustainable Investments 24
Slide 25: Hydrogen Portland
Company Presentation | November 2023 Hydrogen Portland Targeting a 10MW electrolyser and HRS to supply hydrogen to local industrial, road transport and gas customers Quality infrastructure: Renewable energy, port, gas and electricity networks Offtake market: Opportunities in road transport for timbe
Slide 26: Melbourne Hydrogen Hub
Company Presentation | November 2023 Melbourne Hydrogen Hub Targeting a hydrogen production facility in Melbourne’s northern suburbs, which is a road transport corridor Centrally located: Target location in Melbourne’s northern suburbs to service a road transport corridor Green power: Potential for
Slide 27: South Island New Zealand
Company Presentation | November 2023 South Island New Zealand Targeting a hydrogen production facility for the road transport industry South Island coverage: Targeting production and refuelling strategically located to provide service across the island Green power: From the island’s high-capacity re
Slide 28: International market opportunities
Company Presentation | November 2023 International market opportunities 1. Indonesia 2. India Behind-the-meter power Motivation from Indian local from a proposed 3.5GW business development solar farm on the Riau associates with Federal Archipelago (25kms from Government goal to establish Singapore)
Slide 29: RNE investee portfolio
Company Presentation | November 2023 RNE investee portfolio Conscious Sustainable Investments 29
Slide 30: Portfolio overview
Company Presentation | November 2023 Portfolio overview 15% : $750,000 invested 4.75% : $525,000 invested 14% : $1.5m invested 5% : $300,000 invested • Vaulta is a battery casing • Allegro Energy is developing • Enosi is an energy software • Uniflow is commercialising a technology company water-base
Slide 31: Investee portfolio update
Company Presentation | November 2023 Investee portfolio update • Origin Energy acquired a 5% stake in Allegro in June 2023 for $4m to support the staged development of a 60MWh pilot Redox Flow Battery at an Origin facility Portfolio of • Origin Energy has the opportunity to support Allegro investmen
Slide 32: Questions
Company Presentation | November 2023 Questions Artist impression Conscious Sustainable Investments 32
Slide 33: Thank you
Company Presentation | November 2023 Artist impression Contacts: Thank you Greg Watson: greg.watson@renuenergy.com.au Geoffrey Drucker: gd@countrywidehydrogen.com e: info@renuenergy.com.au w: www.renuenergy.com.au a: Corporate House, Kings Row 1, Level 2, 52 McDougall Street, Milton QLD, 4064 Austra
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