Energy Technologies Limited · ASX:EGY
Energy Technologies — Investor Presentation (September 2024)
14 slides from Energy Technologies's investor presentation, Sep 12, 2024
Slide 1: Energy Technologies Limited (ASX:EGY) Investor Presentation
Energy Technologies Limited (ASX:EGY) Investor Presentation
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer This presentation has been prepared by Energy Technologies Limited (EGY or the Company). It should not be considered as an offer or invitation to subscribe for, or purchase any shares in EGY, or as an inducement to purchase any shares in EGY. No agreement to subscribe f
Slide 3: Bambach Wires and Cables
Bambach Wires and Cables Established in 1936, • We specialize in providing high-quality electrical Bambach Wires & Cables cables for a wide range of applications across the Low is an Australian Owned Voltage (LV), Medium Voltage (MV), and High Voltage and Operated Low Voltage (HV) markets. Our compr
Slide 4: Bambach Wires and Cables: EGY Overview
Bambach Wires and Cables EGY Overview: • Bambach has now completed the restructuring of the business. • The business is now well positioned to offer complete ranges of product groups & solutions into multiple key market segments, via the distribution agreements recently announced and strategic suppl
Slide 5: Gantner Distribution Agreement
Bambach Wires and Cables Gantner Distribution Agreement It is expected that utility scale solar farms will increase to $6bn annual spend over the coming 10 years. This is split into 3 stages: • Initial surge & expansion (2024-2026)estimated annual spend 2.5-3.5bn Products Offered The company expects
Slide 6: The Opportunity & Growing
The Opportunity & Growing Products Offered 2024 – 2026 2027 – 2029 2030 – 2034 Weather (Meteo) stations Initial Surge and Expansion Accelerated Growth Phase Mature Market Phase DC Combiner Boxes Estimated Annual Spend Estimated Annual Spend Estimated Annual Spend 2.5-3.5bn 3.5-5bn 4.5-6bn AC Com
Slide 7: Tratos Group Agreement
Bambach Wires and Cables Tratos Group Agreement About Tratos • With headquarters in Italy and with more than 50 years of experience in the cable industry, Tratos’ engineering expertise is behind the development of highly specialised products for a variety of sectors. • From cabling for transport net
Slide 8: Manufacturing and Sales
Bambach Wires and Cables Manufacturing and Sales Manufactured & Purchased Sales: • Traditionally the company would manufacture all cables, often resulting in poor sales margins & ultimately a strain on cashflow due to low margin work through the pandemic and resulting in inefficient utilisation rate
Slide 9: Financials – FY25
Financials – FY25 o Cost savings: $1.1m o Manufactured Sales: >$14.5m (Margin >23%) o Current Order Book: $2.3m FY25: Forecast: $26.2m o Purchased Sales: $6.7m o Distribution Agreement Sales: $5m Projected Revenue Mix • Distribution Agreements (Gantner) – Typically project driven. Size of projects r
Slide 10: Bambach Wire and Cables
Bambach Wire and Cables Manufactured Sales Purchased Sales Wholesale Distribution • Project sales focused on Rail, Road and • Broad target market with emphasis in • Distribution agreements identified and Infrastructure will be a mix of Construction and Mining sought for well established brands in ma
Slide 11: Equity Raising – Overview
Equity Raising – Overview EGY is seeking to raise A$12.7 million via the issuance of up to approximately 422.1 million fully Offer Structure and Size paid ordinary shares (New Shares) through a 1 for 1 non-renounceable pro rata entitlement offer The offer will be conducted at A$0.03 per New Share re
Slide 12: Equity Raising – Sources and Uses
Equity Raising – Sources and Uses Sources A$m Entitlement offer 12.7 Total Sources 12.7 Uses A$m Reduce debt 6.6 Expand EGY's sales division 0.5 General working capital 4.9 Costs of the offer1 0.7 Total Sources 12.7 Notes: (1) Assuming A$12.7m offer size
Slide 13: Equity Raising – Timetable
Equity Raising – Timetable Event Date Announcement of Offer Thursday, 12 September 2024 Record Date for Offer 7.00pm on Tuesday, 17 September 2024 Offer Booklet sent to Eligible Shareholders Friday, 20 September 2024 Offer opens (Opening Date) Friday, 20 September 2024 Offer closes (Closing Date) 5.
Slide 14: »**Bambach eneracy ~
»**Bambach eneracy ~ TECHNOLOG/e2S*” Aanufacturing xe AUSTRALIAN ADVANCED CABLE MANUFACTURERS Advancing Australian \
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