Locality Planning Energy Holdings Limited · ASX:LPE
Locality Planning Energy — Investor Presentation (July 2016)
23 slides from Locality Planning Energy's investor presentation, Jul 18, 2016
Slide 1: Investor Presentation July 2016
For personal use only LOCALITY PLANNING ENERGY HOLDINGS LIMITED ASX:LPE INVESTOR PRESENTATION JULY 2016
Slide 2: Disclaimer
DISCLAIMER This presentation contains summary information about Locality Planning Energy Holdings Limited (LPE) and is current as at 13 July For personal use only 2016. The information in this presentation is of general background and does not purport to be complete. This presentation is not investm
Slide 3: Company Overview and Capital Structure
COMPANY OVERVIEW Capital Structure (close of trade 13 July 2016) For personal use only Locality Planning Energy is a Queensland based energy retailer authorised to sell ASX Code LPE electricity and utility services to residential, Existing shares on issue 1,357.1M commercial and industrial customers
Slide 4: History Timeline
HISTORY TIMELINE For personal use only Listed on ASX (Jan) Moved into Maroochydore 63GW under office (Jan) contract (31 Mar) Signed 50th Institute Partner contract (Jun) with UDIA (Qld) Authorised by Australian Energy HoA for ASX 71GW under Milestone 2: Regulator (Nov) Listing (Jul) contract (31 May
Slide 5: Board & Management Team
BOARD & MANAGEMENT TEAM For personal use only Image Andrew Pierce Damien Glanville Ben Chester Charles Furness Chairman CEO/Director COO/Director CFO & Company Secretary • Financial reporting, • 13 years’ experience in • 7 years’ experience in large • More than 25 years’ regulatory and governance se
Slide 6: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only First mover advantage – Large market opportunity Established Queensland Strong defensible offering genuine - Strata communities customer base - with 5 to position - competitor electricity savings to represent 10% of a $37b 10-year supply contracts networks
Slide 7: Markets & Opportunity
For personal use only MARKETS & OPPORTUNITY
Slide 8: Largest Interconnected Electricity Grid in the World
LARGEST INTERCONNECTED ELECTRICITY GRID IN THE WORLD The National Electricity Market Regional Network For personal use only • Australian National Energy Market - more than 200,000 GW traded annually • $37 billion worth of electricity traded through retailers • Strata counts for 20,000 GW annually •
Slide 9: How Embedded Energy Networks Work
HOW EMBEDDED ENERGY NETWORKS WORK For personal use only • LPE installs a parent meter replacing individual strata unit lot connections with one LPE connection • The embedded energy infrastructure reduces energy network access fee (charged by the distributor) which is based on the number of connectio
Slide 10: Compelling Customer Offering
COMPELLING CUSTOMER OFFERING For personal use only Legal Genuine From supply Compliance for savings to Price fixed to billing Body Corporates customers Compliant with $500 saving Energy No annual price Government annually per lot on aggregation and hikes regulation and average billing managed for di
Slide 11: Delivering True Savings for Customers
DELIVERING TRUE SAVINGS FOR CUSTOMERS For personal use only • The Body Corporate of Shine on Brightwater engaged LPE to implement an embedded network prior to complete settlement of all lots from the developer • Shine on Brightwater has a mixed demographic range, with a long lease hotel operating on
Slide 12: A Recent Strata Conversion
A RECENT STRATA CONVERSION For personal use only • The Body Corporate of Bluewater Point engaged LPE to implement an embedded network as a retrofit, having been established for 13 years prior to the works • The implementation resulted in significantly lower electricity supply operating costs • The s
Slide 13: Competitive Landscape
COMPETITIVE LANDSCAPE For personal use only 100% 2.6% • Body Corporates not equipped to Saving 90% comply with government Up to 31% legislation 80% Saving • Traditional retailers are unable to 70% % of standard electricity offering adapt infrastructure to match LPE’s offering 60% • Competitor discou
Slide 14: Strong Commercial Traction & Validation
STRONG COMMERCIAL TRACTION & VALIDATION For personal use only • Growing customer base and pipeline Strata Community • Contracted pipeline of 76.8GW (131 communities) in place and growing steadily Growth – Installation period ~ 16 weeks – Once installed, contracts are under management • Revenue curre
Slide 15: Go To Market Strategy
GO TO MARKET STRATEGY For personal use only Direct Sales Strategic Partnerships • Targeting Body Corporates, not the end • Authoritative Organisations consumer • Innovative and relevant companies • Developers and Investment groups Marketing & Brand Recognition Industry Expert Consumer Advocate • Bra
Slide 16: Low Risk Business Model
LOW RISK BUSINESS MODEL For personal use only Upfront cost generates efficiencies with contract renewal LPE’s supply structure provides an energy purchase model that Low operating and Recurring revenues at significantly reduces the corporate costs high retail margin network charges and risk to the r
Slide 17: Value Drivers
For personal use only VALUE DRIVERS
Slide 18: Key Performance Indicators
For personal use only GW 0 20 40 60 80 100 120 140 1/12/2014 1/01/2015 First 1/02/2015 Contract 1/03/2015 1/04/2015 1/05/2015 1/06/2015 SXT HOA 1/07/2015 1/08/2015 1/09/2015 1/10/2015 1/11/2015 1/12/2015 1/01/2016 1/02/2016 1/03/2016 1/04/2016 1/05/2016 1/06/2016 GW contracted pipeline 1/07/2016 GWh
Slide 19: Growth Strategy and Value Creation Milestones
GROWTH STRATEGY AND VALUE CREATION MILESTONES For personal use only Geographic Expansion Increasing Customer Base Next • NSW / ACT 6–12 opportunities Expansion of Embedded Networks services months identified • Commercial & Industrial strata Additional offerings buildings • Electric Vehicle Charging
Slide 20: Electric Vehicle Charging Network
ELECTRIC VEHICLE CHARGING NETWORK For personal use only • LPE has commenced installation of its first Electric Vehicle (EV) Charging station in Noosa, QLD due for launch in August 2016 • Will provide electricity at a rate cheaper km-to-km than for a combustion engine vehicle • Second station set for
Slide 21: Outlook & Summary
For personal use only OUTLOOK & SUMMARY
Slide 22: High Activity News Flow
HIGH ACTIVITY NEWS FLOW For personal use only 1 Exponential Growth 2 Further partnerships with leading industry bodies and lobby groups 3 Entry into NSW, ACT and SA 4 Launch of first EV Charging Station 5 Entry into Commercial and Industrial strata markets 6 Expansion of offering to other embedded e
Slide 23: Investment Summary
INVESTMENT SUMMARY For personal use only First mover Large market Established Strong competitive advantage opportunity in $37b Queensland position Australian electricity customer base market NEWS Clear and focused Recognised Expert leadership Highly active growth strategy regional expertise team new
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