Apa Group · ASX:APA
Apa — Morgans Conference 2014
15 slides from Apa's conference presentation, Oct 8, 2014
Slide 1: APA gas transmission assets equipped to adapt and grow
For personal use only APA gas transmission assets equipped to adapt and grow Mick McCormack Managing Director and CEO Morgans Conference Brisbane, 8 October 2014
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Australian Pipeline Limited (ACN 091 344 704) the responsible entity of the Australian Pipeline Trust (ARSN 091 678 778) and APT Investment Trust (ARSN 115 585 441) (APA Group). Summary information: This presentation contains su
Slide 3: About APA Group
About APA Group APA is Australia’s largest gas infrastructure business For personal use only Gas transmission pipelines and storage APA (September 2014) – Owning and operating two thirds of Australia’s onshore pipelines Market A$6.6 billion capitalisation S&P/ASX 50 – Interconnected pipeline netwo
Slide 4: APA's long term strategy
APA’s long term strategy For personal use only Strategy is focused on our core business of gas pipeline infrastructure Facilitating development Enhancing APA’s portfolio of gas infrastructure assets in Australia’s of gas related projects growing energy market that enhance APA’s infrastructure portfo
Slide 5: Value creation and innovation
Value creation and innovation For personal use only Developing FY14 highlights opportunities in a dynamic industry $1 billion of organic projects completed or in progress New multi-pipeline revenue agreements Installing bi-directional capability Industry leading expertise Enhancing and impro
Slide 6: Australian gas industry – abundant supply
Australian gas industry – abundant supply Supply fundamentals remain strong For personal use only Proven and probable gas 981 PJ reserves total 142,000 PJ (1) 17,384 PJ – Domestic gas use for 2013 was 1,110 PJ(1) 44,495 PJ 70,386 PJ – A further 1,090 PJ(1) of gas was used for LNG export More tha
Slide 7: Australian gas industry – domestic and export demand
Australian gas industry – domestic and export demand Australia’s gas production, consumption and exports For personal use only Australian primary gas use by sector Primary energy consumption in are all projected to grow over the period to 2034–35 Australia (2010-2011) (2011-12) Differing views o
Slide 8: Strategic development of pipeline grids
Strategic development of pipeline grids NT link to east coast grid: For personal use only Feasibility study East coast grid APA’s east coast grid: – Interconnected transmission Darwin > 7,000 km of pipelines pipelines operating as one APA’s WA infrastructure: 5 major pipelines system Servicing min
Slide 9: East coast grid services creating value
East coast grid services creating value Customer take-up of grid services For personal use only – New short and longer term gas transportation Gladstone agreements across multiple pipelines – Storage services available throughout the grid, close to source or end use – Flexibility services to manag
Slide 10: Developing an integrated Western Australian portfolio
Developing an integrated Western Australian portfolio Gas supply security and flexibility For personal use only – Mondarra Gas Storage Facility expansion commenced commercial operation July 2013 – Underpinned by 20 year contract with Synergy (electricity PILBARA PIPELINE SYSTEM generator/retailer)
Slide 11: NT link – feasibility study update
NT link – feasibility study update Infrastructure For personal use only Darwin Preliminary assessment of several possible pipeline routes Detailed engineering Commercial Early stage discussions with large downstream users on East Coast Gladstone Exploratory discussions with major upstream pr
Slide 12: Developing growth capital projects across Australia
Developing growth capital projects across Australia Continued expansion and enhancement of APA’s gas infrastructure portfolio, with many growth For personal use only opportunities unique to APA – $1 billion capital projects completed or in progress in FY14 Committed projects underwritten by long
Slide 13: Maximising value for securityholders
Maximising value for securityholders cents Distribution per security For personal use only 40 36.25c 30 1400 Total securityholder returns since listing 20 1200 APA TSR: 1,113% APA CAGR: 19.2% 10 1000 0 FY1 FY3 FY5 FY7 FY9 FY11 FY13 800 50% Total annual returns 600 43% 40% 400 29% 31% 30% 23% 22% 200
Slide 14: Well positioned and equipped to adapt and grow
Well positioned and equipped to adapt and grow Darwin Organic growth For personal use only BONAPARTE BASIN McARTHUR – Capacity expansions in line with BASIN customer requirements CANNING – Grid enhancement and service BASIN GEORGINA developments GALILEE BASIN Brownfield and greenfield BOWEN BASI
Slide 15: Delivering Australia's energy
For personal use only Delivering Australia’s energy For further information contact APA Investor Relations E-mail: ir@apa.com.au or visit APA’s website www.apa.com.au