Kalina Power Limited · ASX:KPO
Kalina Power — Investor Presentation (September 2024)
15 slides from Kalina Power's investor presentation, September 2024
Slide 1: Providing Data Centres with Gas Fired Power
Providing Data Centres with Gas Fired Power INTEGRATED WITH Carbon Capture and Sequestration (CCS) Alberta Power-CCS Projects Presentation September 2024 KALiNA Power Limited (ASX:KPO)
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Kalina Power Limited (“Kalina” or the “Company”). This presentation is detrimental events that interfere with transportation of gas, including declaration of Force Majeure events, not a prospectus, product disclosure document or other offering docume
Slide 3: Corporate Snapshot
Corporate Snapshot Financial Profile Top Shareholders Share Price1 AU$0.011 Sinalunga Pty Ltd (HNW) 16.6% Basic Shares O/S1 2.49B Sassey Pty Ltd (HNW) 5.8% Market Cap1 AU$27.35m Ross MacLachlan (CEO) 4.7% Debt2 AU$0.350m Cash2 AU$0.138m Pan Andean Capital Pty Ltd (HNW) 4.3% Incentive Options1 150.5m
Slide 4: Key Highlights
Key Highlights Highly Accomplished Board Sites Secured Government Incentives Investment Strategy Professional team having successfully KALiNA’s 100% owned Canadian Attract investment capital at the KDP Projects eligible for significant developed over 20,000 MW of power subsidiary ‘KDP’ has secured t
Slide 5: Secured Strategic Sites – Alberta, Canada
Secured 3 Strategic Sites – Alberta, Canada Potential to deploy up to six 170 MW projects Enbridge Wabamun CO2 Hub Proposal Each Project: Winterburn and Basal Sandstone ~170 MW Electricity (net) ~36,300 GJ/d Natural Gas Tidewater CO2 Hub proposal Wabamun ~1730 t/d CO2 capture ~$975 M Gross Capex, ($
Slide 6: MOU With a Significant Data Centre Company
MOU With a Significant Data Centre Company MOU MOU to co-site AI-focused data centres with several of KDP’s natural gas-fired power plants 1 Joint Venture Agreement integrated with carbon capture and sequestration (CSS) Currently documenting a binding Joint Development Agreement to include: Prelimin
Slide 7: Projects Overview
Projects Overview Delivering Compliant Near-Zero Emissions Baseload Electricity CO2 Each Project ~ $975 Million Gross Capex (~$610 Million Net of Incentives) Stripped Exhaust Pipeline Exhaust Gas Combined Cycle Post-Combustion Natural Gas ~ 36,300 GJ/d Power Unit CO2 Capture Unit Captured CO2 ▪ Gas
Slide 8: Pathway to Value Creation - Highlights
Pathway to Value Creation - Highlights Each phase from Pre-FEED to Construction to Sale of each Project Significant premium to attract progressively higher valuations on each project equity & KPO’s capital investment as the projects are de-risked current valuation COD: (Commercial Operation Date) ▪
Slide 9: Compelling Investment Thesis
Compelling Investment Thesis Attractive risk adjusted rates of return for each stage of investment with multiple exit paths Development Stage Costs Investment Strategy KDP’s development stage costs prior to construction KDP to attract capital at each stage of development and construction culminating
Slide 10: Pre-FEED Stage Deliverables
Pre-FEED Stage Deliverables Deliverables Completed: Site selection and site control – initial three sites Environmental characteristics assessment completed for secured sites Preliminary unit-factored capital cost estimate with vendor budgetary information Confirmation of applicable Alberta regulato
Slide 11: FEED Stage Deliverables
FEED Stage Deliverables 2025 2026 FEED FEED Stage Deliverables: [1] Stage Gate Q3 Q4 Q1 Q2 Q3 EPC contractor/JV formation; EPC contract development; FEED stage engineering Selection of power generation configuration and supplier CO2 capture process licensor selection/EPC contract integration Pursuan
Slide 12: Experienced Board of Directors
Experienced Board of Directors Highly accomplished board and development team with +20,000 MW of global power development experience Stephen White Ross MacLachlan Matthew Jenkins Peter Littlewood Timothy Horgan Malcolm Jacques Chairman Managing Director and CEO Director, Canada Director, Hong Kong E
Slide 13: Experienced Development Team
Experienced Development Team Highly accomplished development team capable of delivering successful energy projects in Alberta Bob Rosine Geoff Krause CPA CA Doug Shaigec P.Eng. Ken Spinner P.Eng. Julia Ciccaglione MSc. Geoff Scott P.Eng. MBA Alberta General Manager Chief Financial Officer Project De
Slide 14: Power-Carbon Capture and Sequestration Portfolio
Power-Carbon Capture and Sequestration Portfolio KDP is developing Power-CCS Projects for data centres and natural gas tollers • Each Project: 170 MW (net to grid) + 1,730 tonnes/d CO2 capture and sequestration Standardised Program Compliant Generation Strong Government Support Fully Contracted Proj
Slide 15: Contact Information
Contact Information Tim Horgan Executive Director thorgan@KALiNApower.com +61 3 9236 2800 _______________________________ Ben Jarvis Six Degrees Investor Relations ben.jarvis@sdir.com.au +61 413 150 448 _______________________________ www.kalinapower.com KALiNA Power Limited (ASX:KPO) Page 15
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