Quantum Data Energy Plc · LSE:QDE
Quantum Data Energy — Mast Energy Developments — Investor Presentation (May 2023)
30 slides from Quantum Data Energy's investor presentation, May 2023
Slide 1: Net Zero-Enabling Flexible Power
Net Zero-Enabling Flexible Power Corporate Presentation Q1 2023 1
Slide 2: Disclaimer
Disclaimer These presentation slides (the 'Slides') do not constitute an offer to the public or an offer for sale or solicitation to purchase or subscribe for any securities of Mast Energy Developments PLC ('MED' or the 'Company') and they should not be relied on in connection with a decision to pur
Slide 3: Contents
Contents The Energy Revolution Project Overview 5 The UK Needs More Power 16 Project Summary 7 The MED Solution Expected Timeline to 22 A Strong Business Case Completion People & Governance 10 Strategy & Execution 24 Board of Directors 12 Revenue Generation Model 26 Management 13 Investment Case 27
Slide 4: The Energy Revolution
The Energy Revolution © MAST Energy Developments
Slide 5: The UK Needs More Power: The Problem
The UK Needs More Power THE PROBLEM Future Power UK Unreliable Renewables Energy Shortages The UK is rapidly switching its The use of renewable energy A shortage in the UK's gas supply power generation from base-load results in instability due to a lack and unreliable renewable energy fossil-fuel/la
Slide 6: The UK Needs More Power: The Opportunity
The UK Needs More Power THE OPPORTUNITY Flexible, Immediate, Stable Multiple Revenue Streams and Limited Risk and Low Emissions A high variety of flexible-power solutions To stabilise the UK national grid, flexible-power that both supports the regulatory regime to plants are small, adaptable and pro
Slide 7: The MED Solution
The MED Solution FLEXIBLE POWER A Commitment to Net Zero Successful, Long-Term Partnerships As the UK transitions to net-zero carbon Mast Energy Developments (MED) has emissions, there is an increased demand for partnered with highly successful, power solutions that are renewable, international lead
Slide 8: Flexible Power, Explained
The MED Solution FLEXIBLE POWER, EXPLAINED Flexible Power is the process of timing Can run continuously over energy supply to be utilised during periods of long periods of time peak demand. Flexible-power plants have distinct characteristics: Small gas-fired Operated for limited number of power plan
Slide 9: A Strong Business Case
CMaAstT Energy Developments A Strong Business Case
Slide 10: Strategy & Execution
Strategy & Execution THE MED STRATEGY • Acquire, develop and operate multiple small-scale flexible-power generation plants • A goal to reach a 300 MW portfolio over the next 36 – 58 months THE MED BUSINESS MODEL • Invest in small-scale flexible-power sites that respond to the needs of an evolving en
Slide 11: Streamlined Processes, Maximum Efficiency
Strategy & Execution STREAMLINED PROCESSES, MAXIMUM EFFICIENCY POWER CONSTRUCTION PURCHASE CAPEX PERMITTING AGREEMENTS AGREEMENTS FINANCING PLANNING 04 05 06 03 CONSTRUCTION, GRID & GAS COMMISSIONING, COMMERCIAL CONNECTION OPERATIONS & STEADY STATE PRODUCTION 02 At MED, the structure of project team
Slide 12: Revenue Generation Model
Revenue Generation Model INPUT • Natural gas piped to site via fixed gas connection from the GB national (gas) grid PROCESS • Electricity generation: Gas fuels reciprocating engines, which generate electricity OUTPUT • Electricity export: Electricity exported via fixed electricity connection to the
Slide 13: Investment Case
Investment Case MINIMUM INVESTMENT, MAXIMUM RETURNS • Highly attractive, low-risk internal rate of returns (IRRs), of more than 15% to c. 22%* • All assets based in Great Britain • Locked in long-term PPA offtake agreements • Each project has immediate commercialisation once funding is secured • Exc
Slide 14: Future Outlook
Future Outlook ENDLESS POSSIBILITIES MED only invests in sites and technology that offer the opportunity to switch to alternative sources of fuel, other than gas, commensurate with the move to a lower carbon footprint over time. These types of projects include but are not limited to: Adaptable Power
Slide 15: Project Overview
CMaAstT Energy Developments Project Overview
Slide 16: Project Summary: A Growing Portfolio
Project Summary A GROWING PORTFOLIO The MED portfolio currently comprises five projects in development and production, with a combined energy generation capacity of c. 30 MW. In addition to developing and operating its current projects, MED regularly seeks and assesses opportunities to acquire new p
Slide 17: Project Summary: Pyebridge
Project Summary PYEBRIDGE Acquired in August 2021, Pyebridge is a fully operational 9 MW gas-powered flexible-power site located in Derbyshire. Location Somercotes, Alfreton, Derbyshire, England Megawatts (MW) 9 MW Kilovolt (kV) 11 kV Technology 3 x Jenbacher J620 GS-E Planning Permission/s Granted
Slide 18: Project Summary: Bordesley
Project Summary BORDESLEY Currently in construction stage, Bordesley is located in Central Birmingham. The project is a 4.5 MW gas-powered flexible-power site. Location Central Birmingham, England Megawatts (MW) 4.5 MW Kilovolt (kV) 11 kV Single J624 INNIO Jenbacher gas engine Technology generator s
Slide 19: Project Summary: Rochdale
Project Summary ROCHDALE Located in West Midlands, Rochdale is a 4.4 MW gas-powered flexible-power plant. Kingsway Business Park, Rochdale, Location Lancashire, England Megawatts (MW) 4.4 MW Kilovolt (kV) 11 kV Single J624 INNIO Jenbacher gas engine Technology generator set Planning Permission/s Gra
Slide 20: Project Summary: Hindlip
Project Summary HINDLIP The Hindlip project is a 7.5 MW gas-powered standby generation facility located in Worcester. Buildings Farm, Hindlip Lane, Blackpole, Location Worcester, England Megawatts (MW) 7.5 MW Kilovolt (kV) 11 kV Gas engines with sub two-minute ramp and Technology selective catalytic
Slide 21: Project Summary: Stather
Project Summary STATHER MED's most recent acquisition, alongside Hindlip, Stather is a 2.4 MW gas- powered flexible-power plant located in Scunthorpe, Lincolnshire. Stather Road, Flixborough, Scunthorpe, Location Lincolnshire, England Megawatts (MW) 2.4 MW Kilovolt (kV) 11 kV Gas engine with sub two
Slide 22: Expected Timeline to Completion
Expected Timeline to Completion Current projects in construction and under development are expected to reach steady-state production on the following timelines: 6 — 9 months Rochdale 9 — 12 months 12 — 15 months Bordesley Hindlip / Stather Corporate Presentation Q1 2023 22
Slide 23: People & Governance
CMaAstT Energy Developments People & Governance
Slide 24: Board of Directors
Board of Directors Louis Lodewyk Coetzee, BA, MBA Pieter Krügel, ACA, BFP, CA (SA) Non-Executive Chairman Chief Executive Officer & Executive Director Louis Coetzee has 27 years’ experience in business development, Pieter Krügel previously worked as the Group Chief Financial promotion and financing
Slide 25: Board of Directors
Board of Directors Paul Venter Dominic Traynor Non-Executive Director Non-Executive Director Paul Venter has 35 years' experience within the mining and power- Dominic Traynor is a London-based company director and solicitor generating industries. He spearheaded the projected development who speciali
Slide 26: Management
Management Ivan Wentzel Tanya Zwemstra CA(SA) Operations Manager Financial Manager Ivan Wentzel holds a B.Eng (Electrical & Electronic) from the Tanya Zwemstra is a qualified chartered accountant registered University of Johannesburg and has been registered with the with the South African Institute
Slide 27: Partners: Offtakers and Owner's Engineers
Partners OFFTAKERS AND OWNER'S ENGINEERS Statkraft Encora • Large, Norwegian state-owned • Project development, owner's engineer operator and Europe's largest generator consultancy and operations management of renewable energy that is primarily service provider a renewable electricity developer • Ex
Slide 28: Partners: EPC and O&M
Partners ENGINEERING, PROCUREMENT & CONSTRUCTION (EPC) AND OPERATIONS & MAINTENANCE (O&M) Clarke Energy CooperÖstlund • Multinational specialist in gas- and diesel • Experienced professionals in engine-based power plants, operating in the installation, maintenance 28 countries and optimisation of co
Slide 29: Key Corporate Data
Key Corporate Data 25% Public shareholding c. £24m 75% Market capitalisation at IPO Founders' shareholding Market: LSE Standard List c. £2.72m* Ticker: MAST Current market cap £9.79m* Net Asset Value (NAV) 1.25p* 217,452,729* Current share Shares in issue price post-IPO *As at 12 April 2023 Corporat
Slide 30: Contact PR/IR
CONTACT Info@med.energy PR/IR Zainab Slemang van Rijmenant, zainab@lifacommunications.com
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