Kalina Power Limited · ASX:KPO
Kalina Power — Investor Presentation (August 2020)
13 slides from Kalina Power's investor presentation, Aug 12, 2020
Slide 1: ASX Announcement: Company Presentation
ASX ANNOUNCEMENT August 12 2020 Company Presentation For personal use only Kalina Power Limited (ASX: KPO) (the Company) is pleased to release copies of a Presentation that highlights the Company’s progress on its Alberta power initiatives. The Company shall be delivering the Presentation to a varie
Slide 2: KALiNA Power Limited Investor Presentation August 2020
For personal use only KALiNA Power Limited (KPO: ASX) Compelling ESG investment opportunity in the growing Waste Heat To Power (“WHP”) sector August 2020 Private and Confidential 1
Slide 3: Disclaimer
Disclaimer For personal use only • This presentation contains certain forward-looking statements that have been based on current expectations about future acts, events and circumstances • These forward-looking statements are, however, subject to risks, uncertainties and assumptions that could cause
Slide 4: Company Highlights
Company Highlights For personal use only The company's recent success combined with its commercial progress in Alberta is anticipated to represent a transformative breakthrough and serve as a platform for KALiNA to become a global, waste heat to power business. • Established (“WHP”) alternative to i
Slide 5: Capital Overview
Capital Overview For personal use only Financial Profile Top Shareholders4 Recent Corporate Capital Raises Share Price1 AU$0.024 Top 10 Shareholders 29.3% AU$3.2M Private Placement – Completed October 2019 Shares Outstanding1 ~820.5M Carpe Diem Asset Mgmt (HNW) 7.1% AU$2.2M Rights Issue – Completed
Slide 6: Investment Highlights
Investment Highlights For personal use only Timely Technology: KALINA Cycle Zero-Emissions Technology (“KCT”) • Established Waste Heat to Power (“WHP”) alternative to incumbent Organic Rankine Cycle (ORC) • US$38 Billion US Market for Industrial Waste Heat to Power and the market is growing globally
Slide 7: Blue-Chip Industry Team – Directors & Senior Executives
Blue-Chip Industry Team – Directors & Senior Executives For personal use only Name & PositionE Biography Ross MacLachlan • Former Director and early investor with Pristine Power (Canada’s fastest growing Independent Power Producer prior to its sale to Veresen) Managing Director • 40 years of experie
Slide 8: Key Drivers for KALiNA in Alberta
Key Drivers for KALiNA in Alberta For personal use only Deploying Distributed Power Plants to Capitalize on the Opportunities in Alberta • Legislated retirement of 5.7 GW of baseload coal fired power • No clear visibility on how to replace ~40% of capacity and energy • Rising Power Prices: tripled s
Slide 9: Strategic Partners In Place
Strategic Partners In Place For personal use only • Enerflex: (EFX:TO), Stage gated process to deliver cost effective, modularization of KALiNA Cycle plants • Detailed engineering and cost estimating underway with the goal to conditionally provide a lump-sum turnkey EPFC contract • Strategic interes
Slide 10: Projected Timeline & Initial Payments via the Akira Partnership
Projected Timeline & Initial Payments via the Akira Partnership For personal use only • KALiNA has contracted with Akira to provide equity and arrange debt for projects in Alberta. • The contract with Akira provides for: • Reimbursement of project development costs incurred by KALiNA • 4% Developmen
Slide 11: Akira Partnership: Structure & Capital Movement
Akira Partnership: Structure & Capital Movement For personal use only Kalina Power (ASX:KPO) Corporate Equity Funding Development Funding Kalina Distributed Power Alberta Project Development Company Project Development Costs, Development Fees & And Subsequent Reimbursement Waterfall Cashflows Akira
Slide 12: KALiNA Cycle vs. Organic Rankine Cycle
KALiNA Cycle® vs. Organic Rankine Cycle For personal use only Leading Organic Rankine Cycle (“ORC”) supplier, Ormat (NYSE: ORA), has grown its market capitalization to US$3.5B today1 Key Advantages of the KALiNA Cycle® vs Organic Rankine Cycle ORC KALiNA Cycle® KALiNA Cycle® Advantages Pentane, buta
Slide 13: Contact Details
Contact Details For personal use only Tim Horgan Executive Director thorgan@kalinapower.com +61 3 9236 2800 +61 449279880 KALiNA Power Suite 6, 795 Glenferrie Road, Hawthorn, Victoria, 3122, Australia www.KALiNApower.com +61 3 9236 2800 Private and Confidential 12