Frontier Energy Limited · ASX:FHE
Frontier Energy — Investor Presentation (May 2023)
15 slides from Frontier Energy's investor presentation, May 12, 2023
Slide 1: At the forefront of Australian green hydrogen production
For personal use only At the forefront of Australian green hydrogen production Australian Budget 2023/24 - Hydrogen Headstart ASX: FHE | May 2023
Slide 2: Disclaimer
Disclaimer FORWARD LOOKING STATEMENT Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from those expressed or implied by such forward-looking information, including risks associated with invest
Slide 3: Capital Structure / Existing infrastructure puts Bristol Springs in a class of its own
CAPITAL STRUCTURE Existing infrastructure puts the Bristol Springs Project in a class of 36.2m its own 296.5m Shares on issue Options Water access Own the land Gas pipeline For personal use only Grid connection (battery + foundation customer) Local skilled workforce $125m ~$8m • Without this critica
Slide 4: Hydrogen Headstart initiative from the Australian Government
Hydrogen Headstart initiative from the Australian Government Australian Federal Government announces initiatives to position Australia as a renewable energy For personal use only superpower, particularly its support for green hydrogen in 2023-24 Budget • $2bn for Hydrogen Headstart, providing revenu
Slide 5: Development funding currently available from the Government
Development funding currently available from the Government The Australian and State Government’s are assisting early movers in the hydrogen industry to accelerate the development of the industry, meaning there is less reliance on traditional funding solutions For personal use only Grant Funding Deb
Slide 6: Why is Frontier ahead of its peers – existing infrastructure access
Why is Frontier ahead of its peers – existing infrastructure access The biggest advantage Bristol Springs has compared to other green hydrogen developers is access to existing infrastructure. If this infrastructure was not in place, initial capital would be +$1bn (increased scale) whilst also adding
Slide 7: Frontier's Path to Production
Frontier’s Path to Production BUILDING A SCALEABLE RENEWABLE ENERGY HUB IN SW WA Leading the pack for Grid-firming & energy security For personal use only commercial green hydrogen support to the SWIS as the State production in WA transitions from coal Strategically located near Major job creation w
Slide 8: Bristol Springs Hydrogen Project
For personal use only Bristol Springs Hydrogen Project Existing surrounding infrastructure puts Frontier in a class of its own 120km from Perth and surrounded by world class, existing infrastructure (with access & availability) that provides a major advantage for green hydrogen production and distri
Slide 9: DFS outlines Low-Cost Green Hydrogen Production
DFS outlines Low-Cost Green Hydrogen Production 1 • The DFS for Stage One green hydrogen production Hydrogen production (pa) 4.9M ka pa confirmed the potential to be a low-cost, early mover in the green hydrogen industry Costs – Direct Operating Cost (A$m pa) Unit cost $/kg For personal use only • H
Slide 10: Where will Stage One hydrogen be consumed?
Where will Stage One hydrogen be consumed? Currently hydrogen (94Mt 2021) is produced from fossil fuels and consumed for refining and For personal use only industrial – less than 1% from renewable energy1 By 2030, the International Energy Agency has forecast 175Mt of production, with 35% coming from
Slide 11: What are the plans for future expansion
What are the plans for future expansion Land under the Company’s control (868ha) provides a medium term target of +1GW of renewable energy. This equates to around 80,000t pa of green hydrogen production. At this scale, as well as the continued evolution of the market, additional opportunities can be
Slide 12: Frontier is committed to creating long term sustainable value
Frontier is committed to creating long term sustainable value for future generations • Our solar energy and green hydrogen Project will provide a significant contribution to both the Federal and State decarbonisation strategy Sustainability The Bristol Springs Project will create 300 jobs during con
Slide 13: Government action is fast tracking a global hydrogen industry
Government action is fast tracking a global hydrogen industry USA – Leading the world in renewable energy following the Inflation Reduction Act (IRA) ($US437 billion)1 Changed the game for hydrogen and renewables globally as it super charges the development of these industries in the USA For persona
Slide 14: What is Western Australia doing to support industry
What is Western Australia doing to support industry Export Target1 Match LNG exports - WA is a global leader providing 12% of global supply For personal use only Domestic target for Hydrogen 1, 2 • Targeting the displacement of the diesel industry in WA which imports 6.7Bn L pa • Government target 1
Slide 15: For more information contact
For personal use only For more information contact Sam Lee Mohan Managing Director +61 8 9200 3428 sam.leemohan@frontierhe.com ASX:FHE frontierhe.com ASX:FHE | 15