Locality Planning Energy Holdings Limited · ASX:LPE
Locality Planning Energy — Shareholder Meeting (November 2019)
17 slides from Locality Planning Energy's shareholder meeting presentation, Nov 19, 2019
Slide 1: Annual General Meeting
For personal use only ANNUAL GENERAL MEETING 19 November 2019 Page 1
Slide 2: Chairman Mr Andrew Pierce
For personal use only CHAIRMAN MR ANDREW PIERCE Page 2
Slide 3: LPE Timeline
For personal use only Page 3 LPE TIMELINE
Slide 4: FY19 Achievements
FY19 For personal use only ACHIEVEMENTS Offering has expanded from embedded network supply in strata communities to include centralised hot water plants, direct residential and SME supply and behind the meter solar 69 people working from Sunshine Coast, Brisbane and the Gold Coast Funding facility s
Slide 5: 2019 Financial Summary
2019 FINANCIAL For personal use only SUMMARY $27.7 million REVENUE (increase of 29.9%) CUSTOMER 21,555 representing $40m annualised NUMBERS recurring revenue XXX Page 5
Slide 6: Growth Strategy
GROWTH Sales growth through STRATEGY the team focused on: For personal use only Direct residential & SME customers Strata communal electricity supply Behind the meter solar Significantly Centralised hot water plants expanded sales team Backed to 32 – in place June by $30m funding 2019 facility with
Slide 7: Growth Focus: Solar-in-Strata
GROWTH FOCUS For personal use only FOCUS- SOLAR-IN-STRATA 40,000 complexes in South East Queensland alone. 3,000 new residential customers 10 year supply contracts $30 million full-year sales Page 7
Slide 8: CEO Mr Damien Glanville
For personal use only CEO MR DAMIEN GLANVILLE Page 8
Slide 9: Key Messages
KEY MESSAGES For personal use only FIRST QUARTER PERFORMANCE OFF TO A GOOD START ON TRACK FOR SALES GUIDANCE OF $80M Page 9
Slide 10: LPE Strategy
LPE STRATEGY For personal use only Embedded Direct Hot water & Solar in networks Market Gas Strata Core products Honest We are Best Rate We are Electricity local Upfront Experts Differentiated capabilities Co- founders own 33.88% of LPE equity - Alignment strong alignment with shareholders Page 10
Slide 11: LPE's Core Capability: Embedded Networks
LPE'S CORE CAPABILITY For personal use only EMBEDDED NETWORKS Embedded networks buy electricity from the grid in bulk, and on-sell it to network members (individual apartment owners) Key benefit: Single grid connection lowers network connection charges. Cost savings can be passed on to customers. On
Slide 12: Direct Market
DIRECT MARKET For personal use only $941 million worth of electricity sales are inside properties, both residential and commercial, that have or are elgible for an Embedded Network Australian energy market is worth $17 billion $941 million annually*. Embedded Networks Embedded network 32.4% 6,303,95
Slide 13: Centralised Hot Water
CENTRALISED HOT WATER HEAT PUMP HOT WATER For personal use only ZERO NET CARBON HOT WATER Energy efficient electric Heat Pumps SOLAR PV provide the low cost hot water for the community. Solar PV is then utilised to offset any grid electricity used by the heat pumps. The Result: An extremely cost eff
Slide 14: Solar PV
SOLAR PV For personal use only SOLAR SOLUTIONS FOR STRATA COMMUNITIES Solar PV installed for Strata Communities that benefit all residents as well as the common areas. Key benefits: Fully funded - No capital outlay by the Owners Corporation Energy distribution model that means all residents share th
Slide 15: FY20 Outlook
For personal use only 1 In the current financial year LPE expects to grow customer FY20 numbers to 41,500 (circa +90%) OUTLOOK FY20 revenue expected to grow to $80m (circa +188%) Page 15
Slide 16: LPE: Rapidly Growing Australian Electricity Retailer
LPE: RAPIDLY GROWING AUSTRALIAN ELECTRICITY For personal use only RETAILER AUSTRALIAN SOUTH EAST ELECTRICITY PROVIDER QUEENSLAND Locality Planning Energy (LPE) is an Our core marketing is focused on South Australian electricity retailer East Queensland STRATA COMMUNITY OVER 25,000 SPECIALIST CUSTOME
Slide 17: Thank You
For personal use only THANK YOU 19 November 2019 Page 17
Locality Planning Energy Holdings — Shareholder Meeting (November 2019) on 6ix