Cleanaway Waste Management Ltd. · ASX:CWY
Cleanaway Waste Management — Macquarie Australia Conference 2021
14 slides from Cleanaway Waste Management's conference presentation, May 6, 2021
Slide 1: Presentation – Macquarie Australia Conference
6 May 2021 Company Announcements Office ASX Limited Exchange Office Level 4, 20 Bridge Street Sydney NSW 2000 Dear Sir/Madam Presentation – Macquarie Australia Conference Please find attached the Company’s presentation to be presented by Brendan Gill, our Chief Operating Officer at the Macquarie Aus
Slide 2: 2021 Macquarie Australia Conference
2021 Macquarie Australia Conference The changing dynamics of the waste value chain Brendan Gill Chief Operating Officer 6 May 2021
Slide 3: Snapshot of Cleanaway
Snapshot of Cleanaway A growing footprint of prized infrastructure assets that are making a sustainable future possible Australia’s leading total waste management, industrial, environmental and health services company. 6,000+ 5,300+ 250+ Employees Vehicles Sites Australia wide Vertically integrated
Slide 4: Our ESG journey continues
Our ESG journey continues Our Value Creation Story shows how the inputs we draw on are transformed through our business activities to create outcomes for all our stakeholders Cleanaway Way Strategic Pillars Our Business Model Creating Long-term Sustainable Value Sustainability is our mission FY21 ES
Slide 5: Key themes
Positive market dynamics supporting greater value creation Market growth driven by the emergence of EfW, increased resource recovery and value chain extension supported by rising levies and government policy Collections Resource Recovery & Value-add Energy from Waste Treatment and Disposal • Greater
Slide 6: Education is a critical component in increasing landfill diversion
1 Education is a critical component in increasing landfill diversion Greenius is a free online learning platform, dedicated to helping Australians recycle better. Developed by Cleanaway and supported by the Clean Energy Finance Corporation. 5
Slide 7: Acquisition of Suez post collection assets will enhance our Sydney footprint
2 Acquisition of Suez post collection assets1 will enhance our Sydney footprint Strong strategic fit and financial returns Legend 5 transfer stations $501 million acquisition price Cleanaway Energy from Waste proposal Located in Auburn, Artarmon, Belrose2, Delivers >10 years of airspace in the
Slide 8: Landfill update
3 Landfill update Strong position in key markets with active management of existing Queensland airspace and ongoing exploration of alternatives for inert and putrescible waste CWY Asset: New Chum (inert) Life: Approaching capacity Strategy: • Height extension application1 to add 5-10 years CWY Asset
Slide 9: Value chain extension update - Plastics
4 Value chain extension update - Plastics Australian Plastics Consumption by Polymer Cross value chain collaboration to develop the Albury PET pelletising facility Total of 3.4 million tonnes $45 million facility to process 30kt per 1 annum of PET, providing a bottle-to- Unknown 11% bottle recycling
Slide 10: Value chain extension update - Glass
4 Value chain extension update - Glass Melbourne glass beneficiation facility Site identified and architectural work commenced. Preparing to order equipment. Creates furnace-ready cullets to be used in glass manufacturing as a substitute to virgin materials Feedstock from VIC commingled recycl
Slide 11: Investment in C&D resource recovery to benefit from rising levies
5 Investment in C&D resource recovery to benefit from rising levies Overall represents <5% of group revenue providing diversification while avoiding over-exposure to cyclicality Rising levies present opportunities to expand our C&D resource recovery footprint, mostly leveraging existing sites:
Slide 12: Energy from Waste update
6 Energy from Waste update Oct 20 Dec 20 | 2021 | EIS Public exhibition WSERRC prepare Response To EPA proposed changes to Energy DPIE assess Response To IPC Review / Determination 6 Oct – 16 Nov 20201 Submissions from Waste Policy Statement Submissions released on 31 March 2021 DPIE potentially req
Slide 13: Questions
Questions Confidential | 12 12
Slide 14: Further information
Further information Investors Richie Farrell Head of Investor Relations M: +61 409 829 014 E: Richie.Farrell@cleanaway.com.au W: cleanaway.com.au/about-us/for-investor 13
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