Provaris Energy Ltd · ASX:PV1
Provaris Energy — Proactive Investors CEO Series 2019
15 slides from Provaris Energy's conference presentation, Jun 3, 2019
Slide 1: Proactive Investors CEO Series Presentation June 2019
ASX Announcement 3 June 2019 PROACTIVE INVESTORS CEO SERIES PRESENTATION JUNE 2019 Global Energy Ventures Limited (GEV.ASX) will be presenting the following presentation at Proactive’s CEO Investor Series in Sydney on 3 June 2019 and Melbourne on 4 June 2019. For further information please contact:
Slide 2: Proactive Investors – CEO Series
Proactive Investors – CEO Series 3 - 4 JUNE 2019
Slide 3: Disclaimer
DISCLAIMER AUSTRALIA AND ALL JURISTICTIONS 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 4: Global Marine Gas Transportation Using CNG
GLOBAL ENERGY VENTURES LTD GLOBAL MARINE GAS TRANSPORTATION USING CNG • GEV’s business model is to develop, build, own and • 100% ownership of marine CNG ship design and IP operate CNG projects that generate 15-20yr bankable • GEV is actively pursuing four Marine CNG cashflows and make strategic inv
Slide 5: ASX Micro Caps – Stock Pickers Checklist
ASX MICRO CAPS – STOCK PICKERS CHECKLIST > BOARD & MANAGEMENT > COMMERCIALISATION READINESS ❑ History of shareholder value creation ❑ Technology risks ❑ Track record for delivery ❑ Regulatory hurdles ❑ Insider stock ownership & incentives ❑ Financial constraints ❑ Global experience ❑ Quality of the
Slide 6: Corporate Overview
CORPORATE OVERVIEW ESTABLISHED IN 2016 TO DEVELOP MARINE CNG PROJECTS CAPITAL STRUCTURE 24MTH SHARE PRICE HISTORY ASX: GEV Ordinary Shares on Issue 362.9m (83%) Market Capitalisation at $0.20/share $72.6m Cash Balance 31 Mar 2019 $3.7m Performance Shares 3 15.9m (3%) Options on Issue 1 42.7m (10%) P
Slide 7: Board & Senior Management
BOARD & SENIOR MANAGEMENT TRACK RECORD OF VALUE CREATION Maurice Brand Garry Triglavcanin Martin Carolan Paul Garner Jens Jensen John Fitzpatrick Executive Chairman & Executive Director & Executive Director Non-Executive Director Non-Executive Director Chief Technical Officer Chief Executive Officer
Slide 8: CNG Optimum Ship
CNG OPTIMUM SHIP CONSTRUCTION READY IN 2019 1960 | Bottle Ship 2019 | CNG OPTIMUM ◉ Containment system integrated into the ship design • Steel and design factor ◉ Long horizontally stacked pipe minimises connections & optimises the cargo hold of the 60’s ◉ Optimum IP overcomes the storage pipes rubb
Slide 9: Marine CNG Transportation
MARINE CNG TRANSPORTATION 200+ MMscf/d provides pipe-to-pipe solution GEV will contract and construct the CNG supply chain to deliver 15-20yr bankable fixed cash flows ‒ CNG Export Terminal (metering, gas treatment, ‒ CNG 200 Optimum ships (fixed price capex & opex) compression, jetty, loading facil
Slide 10: CNG Business Model Suitable for Offshore Stranded Gas & Associated Gas Assets
CNG BUSINESS MODEL SUITABLE FOR OFFSHORE STRANDED GAS & ASSOCIATED GAS ASSETS • Significant number of discovered gas fields remain uncommercial due to their limited gas resource size and/or distance to market OR producing oil fields are reinjecting the associated gas. • Only two options available, b
Slide 11: Coal-to-Gas Switch Accelerating Demand
COAL-TO-GAS SWITCH ACCELERATING DEMAND GAS ESTABLISHED AS THE TRANSITION FUEL TO RENEWABLES Fast-tracking CO2 emission controls | Gasification of China & India | Continued economic growth +25 to 50% GLOBAL GAS DEMAND GROWTH (2018-2030) +167 Mtpa or +50% 6 to 15% Growth in China’s Energy gas use in D
Slide 12: Global Portfolio of Projects
GLOBAL PORTFOLIO OF PROJECTS TARGETING MULITPLE GAS MARKETS FOR COMMERCIALISATION OF CNG ◉ Multiple projects either announced HOA for gas offtake or passed a desktop study given an existing growth gas market ◉ Projects now into scoping/feasibility to demonstrate marine CNG is a viable alternative to
Slide 13: Company Re-Rating Catalysts to Come
COMPANY RE-RATING CATALYSTS TO COME > JUNE 2019 QUARTER: ✓ Finalise two ship yard construction contracts > capital cost & schedule ✓ Articulate project capital cost assumptions & target equity IRR returns > SEPTEMBER TO DECEMBER 2019 QUARTERS: ✓ Articulate project economics that support 15-20yr bank
Slide 14: GEV's Micro-Cap Scorecard
GEV’S MICRO-CAP SCORECARD ASX MICRO CAPS – STOCK PICKERS CHECKLIST SCORECARD… BOARD & MANAGEMENT • History of shareholder value creation • Track record for delivery • Insider stock ownership & incentives • Global experience PRODUCT & GLOBAL MARKET • Niche or global need • Established & Scalable mark
Slide 15: Martin Carolan, Executive Director
Martin Carolan Executive Director mcarolan@gev.com +61 404 809019
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