Atco Ltd. Class I · TSX:ACO.X
Atco Ltd. Class I — Shareholder Meeting (2017)
46 slides from Atco Ltd. Class I's shareholder meeting presentation, 2017
Slide 1: Always there. Anywhere. Annual General Meeting
always there. anywhere. ANNUAL GENERAL MEETING ATCO LTD.
Slide 2: Brian Bale, SVP & Chief Financial Officer
BRIAN BALE, SENIOR VICE PRESIDENT & CHIEF FINANCIAL OFFICER ANNUAL GENERAL MEETING 2077 AAF'COO
Slide 3: Always there. Anywhere.
always there. anywhere. ANNUAL GENERAL MEETING ATCO LTD.
Slide 4: ATCO Share Value
ATCO SHARE VALUE
Slide 5: Challenges
CHALLENGES > RESOURGE INDUSTRIES STRAINED > EXPORTERS DEPENDENT ON U.S. ECONOMY > TECHNOLOGY DRIVEN DISRUPTION > PUBLIC DEBT LEVELS RISING
Slide 6: Our Vision
OUR VISION To improve the lives of our customers by providing sustainable, innovative and comprehensive infrastructure solutions globally.
Slide 7: Top Tier Performance
TOP TIER PERFORMANCE Over the past 15 years, performance matched by only 20 other publicly traded companies ATCO “xt stable & 0% es 5% earnings dividend minimum dividend § scotiabank HERSHEY. growth growth Ange payout* Great- West Life 3M 3 PEPSICO Clogiet Sm 15.000 WH 490 YF sat ED orarur xg ISM i
Slide 8: 2016 Initiatives
2016 INITIATIVES ~ RESTRUCTURE AGINATION OO *OURAGE SR a.
Slide 9: Restructure
RESTRUCTURE ATCO CANADIAN UTILITIES LIMITED Industrials Utilities Logistics & Energy Technologies Power Generation Business Group Business Group Services Business Group Business Group Business Group | ATCO STRUCTURES ATCO ELECTRIC ATCO MIDSTREAM ATCO I-TEK | ATCO POWER ATCO NOISE ATCO POWER MANAGEME
Slide 10: Virtual Store Real Estate
VIRTUAL STORE REAL ESTATE
Slide 11: Industrial Housing
INDUSTRIAL HOUSING PROTOTYPE
Slide 12: Imagination
ya ; IMAGINATION FASTER DELIVERY LOWER COSTS BETTER QUALITY
Slide 13: Imagination
IMAGINATION MODULAR CLASSROOMS ‘ oe SYDNEY UNIVERSITY HEALTH HUB VICTORIA DEPT. OF EDUCATION, AUSTRALIA | Pee ee BROKEN HILL, NEW SOUTH WALES, AUSTRALIA ANNUAL GENERAL MEETING 2017 AA F'CO@O
Slide 14: Imagination
IMAGINATION BAS NEXT GENERATION = SUBSTATION
Slide 15: MIT Solve Competition, United Nations
es \z "a. A i. He UNI a2) NATIONES® 8 ihe Cmhe an | Ps MIT SOLVE COMPETITION wir UNITED NATIONS, NEW YORK
Slide 16: Courage definition
An intentional action to achieve a morally and aspirationally worthy goal which must overcome risk, threats or obstacles. ANNUAL GENERAL MEETING 20177 AAP'CO@OQ
Slide 17: A Gift From Our ATCO Family To Yours
Cs Ry -A GIFT FROM OUR AICO FAMILY TO YOURS ap FREE ENERGY ~ : FOR YOUR HOME THISUANUARY 4 4 & CC) [| §22, 443% M+ 152* 16* INCREASE IN SOCIAL MEDIA INCREASE IN INCREASE IN RESIDENTIAL CALL VOLUME IMPRESSIONS WEB TRAFFIC CUSTOMERS
Slide 18: Operational Excellence
OPERATIONAL EXCELLENCE FlectRic\\’
Slide 19: Strategic Priorities
STRATEGIC PRIORITIES BL OPERATIONAL , EXCELLENCE
Slide 20: Site C Workforce Housing
SITE C WORKFORCE HOUSING a a = & 1,764 650,000 $470m 13montHs 1.4m BEDS SQUARE FEET CONTRACT CONTRACT WORK HOURS WITHOUT LOST-TIME INCIDENT ANNUAL GENERAL MEETING 20177 AAFCO@OQ
Slide 21: ATCO Responds: Fort McMurray Wildfire
ATCO RESPONDS: FORT MCMURRAY WILDFIRE ANNUAL GENERAL MEETING 20177 AAP'COO
Slide 22: Our Response by the Numbers
OUR RESPONSE BY THE NUMBERS OO, goo ELECTRICITY AND/OR NATURAL 650+ ATCO EMPLOYEES ON THE GROUND CA? 822 65,000+ BAS CUSTOMERS IMPACTED Soe = 1 200 BEDS RAPIDLY DEPLOYED 560 ELECTRIC TRANSMISSION POLES REPAIRED | 6 000+ MEALS SERVED IN 8 DAYS (©) CO 2,650 KM an eas sunveven a e «| 0,000+ ONLINE SERV
Slide 23: ATCO Responds: Alberta Snowstorm
ATCO RESPONDS: ALBERTA SNOWSTORM 1 F 1, H) 3 6 KM POWER LINES DAMAGED gee 6 ] 078 CUSTOMERS IMPACTED ANNUAL GENERAL MEETING 2017 ATCO
Slide 24: Strategic Priorities
STRATEGIC PRIORITIES INNOVATION
Slide 25: Greening Alberta's Grid
GREENING ALBERTA’S GRID
Slide 26: Gassola
GASSOLA CITY OF BUSSELTON, WESTERN AUSTRALIA
Slide 27: Hybrid House
HYBRID HOUSE bie Sue phoma intel sitet (olhie alah ANNUAL GENERAL MEETING 20177 AA F'COO
Slide 28: Saddle Hills Telecommunications Site
SADDLE HILLS TELECOMMUNICATIONS SITE ANNUAL GENERAL MEETING 2017 AA F'COO
Slide 29: Alternative Power Solution
ALTERNATIVE POWER SOLUTION RED DEER COLLEGE RED DEER, ALBERTA Vee ee ANNUAL GENERAL MEETING 2017 AAFCOO
Slide 30: Strategic Priorities
STRATEGIC PRIORITIES
Slide 31: Montreal Heart Institute
MONTREAL HEART INSTITUTE ANNUAL GENERAL MEETING 20177 AAFCOO
Slide 32: Trinity Western University
TRINITY WESTERN UNIVERSITY LANGLEY, BC ANNUAL GENERAL MEETING 2017 AAFCOO
Slide 33: Modular Classrooms
MODULAR CLASSROOMS DEPARTMENT OF EDUCATION & TRAINING VICTORIA, AUSTRALIA ANNUAL GENERAL MEETING 2017 AAP COO
Slide 34: ATCO in Alberta's Industrial Heartland
ATCO IN ALBERTA'S INDUSTRIAL HEARTLAND INDUSTRIAL WATER O RIVER WATER INTAKE AND PUMP STATION m= STURGEON PIPELINE m= HEARTLAND PIPELINE == SCOTFORD PIPELINE ELECTRIC GENERATION & TRANSMISSION t EASTERN ALBERTA TRANSMISSION LINE (EATL) ir 2] SCOTFORD COGENERATION PLANT 7 ATCO HEARTLAND GENERATING ST
Slide 35: Integrated Multi-User Water System
INTEGRATED MULTI-USER WATER SYSTEM ALBERTA’S INDUSTRIAL HEARTLAND ye ANNUAL GENERAL MEETING 2017 ATCO
Slide 36: Fort McMurray West Transmission Project
Fort McMurray West 500 kV Transmission Project == Approved Route ALBERTA POWERLINE FORT MCMURRAY_ *exisTiNG 9398 APPROVED 9515. lwvocx susstaion <@ ARBROVED 255 APPROVED MUSKWA SUBSTATION OPTICAL REPEATER SITE aN ‘APPROVED FLORIDA. OPTICAL REPEATER SITE ‘APPROVED BLOOMSBURY. OPTICAL REPEATER SITE 51
Slide 37: Global Expansion
GLOBAL EXPANSION : | wo a Z - | es -= gO us O 2M+ 52p) ~=s-«65,000Km 918 ~=88,000 Km 7 85,200m:/p GLOBAL NATURAL GAS NATURAL GAS POWER ELECTRIC POWER MODULAR BUILDING WATER INFRASTRUCTURE CUSTOMERS STORAGE CAPACITY PIPELINES PLANTS LINES MANUFACTURING FACILITIES CAPACITY
Slide 38: Global Expansion: Mexico
GLOBAL EXPANSION MEXICO DISTRIBUTED GENERATION PROJECT Auw INCREASING TO 20mw BY Q4 2017 ¢
Slide 39: Global Expansion: Acquisition of Sabinco
GLOBAL EXPANSION 00” ACQUISITION OF SABINCO SOLUCIONES MODULARES S.A, a aD 2
Slide 40: Global Expansion: Santiago, Chile
GLOBAL EXPANSION . <eS ~ ie a =i ' bi & } =e rofl 4g aa SANTIAGO, CHILE ANNUAL GENERAL MEETING 2017 AAP'COO
Slide 41: Strategic Priorities
STRATEGIC PRIORITIES COMMUNITY 9 | INVOLVEMENT “Samm STRENGTH
Slide 42: > — = => = = fom) {ie} Lake — — = So {
> — = => = = fom) {ie} Lake — — = So { <li} _— <=
Slide 43: Indigenous Partnerships
INDIGENOUS PARTNERSHIPS @ ATCO’S INDIGENOUS PARTNERSHIPS 40 PARTNERSHIPS WITH INDIGENOUS COMMUNITIES ACROSS CANADA ANNUAL GENERAL MEETING 2017 AICO
Slide 44: ATCO in the Community
ATCO IN THE COMMUNITY $3.3M 12,000 900 PLEDGED EMPLOYEE VOLUNTEER HOURS CHARITIES ANNUAL GENERAL MEETING 2017 AAFPCOO
Slide 45: Celebrating Our 70-Year History
CELEBRATING OUR 70-YEAR HISTORY AL I (yin' THERE. ANY p ATCO J EST. 1947 NOBLE HOMES wa im) mn oe HEH wu | ANNUAL GENERAL MEETING 20177 AAT COO
Slide 46: Always there. Anywhere.
always there. anywhere. ANNUAL GENERAL MEETING ATCO LTD.