Afentra Plc · LSE:AET
Afentra — Investor Presentation (May 2021)
15 slides from Afentra's investor presentation, May 4, 2021
Slide 1: African Energy Transition
African Energy Transition Corporate strategy: May 2021 Afentra plc | Corporate strategy: May 2021 0
Slide 2: Disclaimer
Disclaimer The information set out in this presentation and any documents or other materials distributed with the presentation (the “Presentation”) has been produced by Afentra plc (the “Company”) as at 4 May 2021, and is being made available to recipients for information purposes only. This documen
Slide 3: Introduction
Introduction The Global Energy Transition will take time. Hydrocarbons are part of the transition and will continue to remain important in the overall energy mix. It is vitally important that we responsibly manage what has already been found. The socio-economic impact of the energy transition needs
Slide 4: Proven leadership
Proven leadership Track record of creating value and positive stakeholder outcomes through delivery of major hydrocarbon developments & production across Africa Deep understanding of Africa • Established networks within industry and region • Accomplished in managing above-ground risk • Regional know
Slide 5: Strong market drivers
Strong market drivers Focused on shareholder returns and stakeholder outcomes The opportunity Afentra’s Proposition Africa remains a prolific Oil & Gas region with longevity Experienced leadership team with proven (~100billion boe, 20 years+) track record and established network in Africa Early stag
Slide 6: Global energy transition
Global energy transition Structural changes to the industry ecosystem are necessary to achieve global sustainability objectives and energy demand “The new North Sea players riding the wake of the retreating majors” Drivers of change Financial Times • Climate change and commercially viable renewables
Slide 7: Industry transition
Industry transition Historical regional trends inform the African Energy Transition opportunity Evolution of the Oil & Gas sector The changed landscape of North Sea operators • Operator transitions have already occurred in the Gulf 1990 2020 of Mexico and the North Sea – a proven strategy that works
Slide 8: African Energy Transition
African Energy Transition An opportunity to leverage our extensive regional experience and network to realise the vast potential of proven resources Why Africa? • Hydrocarbon revenues are central to many African countries socio-economic development • Potential to acquire and redevelop material produ
Slide 9: Afentra’s role in a responsible transition
Afentra’s role in a responsible transition Afentra was formed to support the exit strategies of IOCs, ensuring responsible transition for host governments Committed to shareholder returns within a responsible ESG framework International Oil Companies • Safe, efficient & smooth transfer of assets Cre
Slide 10: Driving sustainable value
Driving sustainable value A focused and effective business model with embedded ESG framework 1. 2. 3. 4. Assess & acquire Optimise & produce Reinvest & extend Retire & convert Legacy production assets Applying proven & innovative Reinvest in incremental Responsible stewardship and proven discovered
Slide 11: Afentra’s criteria for value creation
Afentra’s criteria for value creation Due diligence: asset identification and acquisition criteria to drive value High Level Screening Detailed Screening Asset Acquisition Subsurface Screening Quality producing assets and • Material production discovered resources • High quality reservoirs & hydroca
Slide 12: Uniquely positioned to capitalise on the African Energy Transition
Uniquely positioned to capitalise on the African Energy Transition 1. 2. 3. 4. 5. Significant Gap in market for Proven team Committed to African Energy hydrocarbon credible operators with significant responsible Transition provides resource base in to facilitate safe experience of stewardship and co
Slide 13: Appendix
Appendix Afentra plc | Corporate strategy: May 2021 12
Slide 14: Board of Directors
Board of Directors Experience and expertise Non-Executive board members Paul McDade Ian Cloke Anastasia Deulina Jeffrey MacDonald (Chairman) Gavin Wilson (NED) Paul’s 35 years within the Ian has over 25 years of Anastasia’s multicultural Jeffrey MacDonald was a former Gavin Wilson has held the inter
Slide 15: How Afentra’s proposition aligns with UNSDGs
How Afentra’s proposition aligns with UNSDGs Drivers of change Changing responsibly Impactful change Pre-asset acquisition Asset development Asset production Afentra’s focus and planned progression Afentra’s strategy is fully committed to the creation of shared value for all stakeholders. Our propos