Atco Ltd. Class I · TSX:ACO.X
Atco Ltd. Class I — Shareholder Meeting (2020)
24 slides from Atco Ltd. Class I's shareholder meeting presentation, 2020
Slide 1: ATCO 2020 Annual General Meeting
ATCO 2020 ANNUAL GENERAL MEETING
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER Statements made by representatives for ATCO Ltd. and information provided in this presentation may be considered forward-looking statements. By their nature, such statements are subject to numerous known and unknown risks and uncertainties and therefore actual results may differ mat
Slide 3: 2019 Financial Review
2019 FINANCIAL REVIEW SG S PERFORMANCE STRENGTH RESILIENCY ATCO 2020 ANNUAL GENERAL MEETING
Slide 4: 2019 Financial Review: Performance
2019 FINANCIAL REVIEW G PERFORMANCE ATCO 2020 ANNUAL GENERAL MEETING
Slide 5: ATCO Financial Performance
ATCO FINANCIAL PERFORMANCE $365M 2019 ADJUSTED EARNINGS 2018 2019
Slide 6: ATCO Structures & ATCO Frontec
ATCO STRUCTURES & ATCO FRONTEC $37M 2019 ADJUSTED EARNINGS 2018 2019
Slide 7: ATCO Structures Workforce Housing
} ATCO STRUCTURES WORKFORCE HOUSING cedar Valley Lodge, Bc. ATCO 2020 ANNUAL GENERAL MEETING
Slide 8: ATCO Structures Diversifying into Non-Traditional Modular Markets
7 ATCO STRUCTURES Diversifying into Non-Traditional Modular Markets Primary School, Australia Homes for Heroes, Alberta Marriott Hotel, California ATCO 2020 ANNUAL GENERAL MEETING
Slide 9: ATCO Frontec North American Camp Services & Maintenance Contracts
} ATCO FRONTEC North American Camp Services & Maintenance Contracts Two Rivers Lodge, B.C. Hydro Site C Tuscan Ridge Lodge, California ATCO 2020 ANNUAL GENERAL MEETING
Slide 10: ATCO 2020 ANNUAL GENERAL MEETING
ATCO 2020 ANNUAL GENERAL MEETING
Slide 11: Neltume Ports
NELTUME PORTS $15M 2019 ADJUSTED EARNINGS 2019
Slide 12: Canadian Utilities
CANADIAN UTILITIES $319M $319M Energy 9% Infrastructure 86% 2019 & Corporate ADJUSTED aig EARNINGS Wi Utility Earnings 2018 2019 ATCO 2020 ANNUAL GENERAL MEETING
Slide 13: 2019 Financial Review: Strength
2019 FINANCIAL REVIEW S STRENGTH ATCO 2020 ANNUAL GENERAL MEETING
Slide 14: Investment Grade Ratings
INVESTMENT GRADE RATINGS m Or “CREDIT RATING “CREDIT RATING (STABLE) = (STABLE) S&P
Slide 15: CU Disciplined Portfolio Management
4 CU DISCIPLINED PORTFOLIO MANAGEMENT Alberta PowerLine Sale - Proceeds of $222M Canadian Electricity Generation Sale Canadian Utilities remains operator Proceeds of $821M ATCO 2020 ANNUAL GENERAL MEETING
Slide 16: Enhanced Financial Strength & Liquidity
ENHANCED FINANCIAL STRENGTH & LIQUIDITY + $1.2B aTeo Cash CU Cash WB Available Lines of Credit MAR-20
Slide 17: 2019 Financial Review: Resiliency
2019 FINANCIAL REVIEW RESILIENCY ATCO 2020 ANNUAL GENERAL MEETING
Slide 18: Resiliency: Earnings Growth 2019
RESILIENCY: EARNINGS GROWTH 8 2019 TCO 2020 ANNUAL GENERAL MEETING
Slide 19: Resiliency: Earnings Growth
RESILIENCY: EARNINGS GROWTH 2001 Dotcom HK—— bubble and 9/11 ee 2020 ANNUAL GENERAL MEETING 2019
Slide 20: Resiliency: Earnings Growth
RESILIENCY: EARNINGS GROWTH 2008-2009 Financial Crisis H———-— 1993 2019 ATCO 2020 ANNUAL GENERAL MEETING
Slide 21: Resiliency: Earnings Growth
RESILIENCY: EARNINGS GROWTH 2015 GCOC decision and global commodity -——_—— price declines | | | “amalll I 1993 2019 ATCO 2020 ANNUAL GENERAL MEETING
Slide 22: Resiliency: Earnings Growth
RESILIENCY: EARNINGS GROWTH Long-track record of earnings growth through various regulatory and macro-economic cycles 1993 ATCO 2020 ANNUAL GENERAL MEETING 2019
Slide 23: Resiliency: Dividend Growth
> RESILIENCY: DIVIDEND GROWTH = DIVIDEND GROWTH 27 YEARS OF ANNUAL DIVIDEND INCREASES | HN 2020
Slide 24: 2019 Financial Review
2019 FINANCIAL REVIEW SG S PERFORMANCE STRENGTH RESILIENCY ATCO 2020 ANNUAL GENERAL MEETING