Kalina Power Limited · ASX:KPO
Kalina Power — Investor Presentation (May 2022)
20 slides from Kalina Power's investor presentation, May 19, 2022
Slide 1: Cleantech Sector Geothermal & Industrial Waste Heat to Power (WHP)
Cleantech Sector Geothermal & Industrial Waste Heat to Power (WHP) KALiNA Power Limited (ASX:KPO) 19 May 2022 March 2022, Version One Private and Confidential
Slide 2: KALiNA Cycle Plant virtual tour
KALiNA Cycle Plant ® virtual tour For a short virtual tour of a KALiNA Cycle® Plant, Visit: www.kalinapower.com
Slide 3: Capital Overview
Capital Overview Financial Profile1 Top Shareholders1 Corporate Capital Raises Share Price AU$0.025 Top Shareholders A$ 13.4m 2016 – 2019 Basic Shares O/S 1.51B Sinalunga Pty Ltd (HNW) 7.65% A$8.0m @ A$0.025 - Sept 2020 Market Cap AU$37.8m Carpe Diem Asset Mgmt (HNW) 4.37% A$10.0m* @ A$0.027 - Oct 2
Slide 4: About KALiNA Power
About KALiNA Power 55872421 Technology leader in Geothermal Advanced with commercial near- Best-in-class capabilities and Waste Heat to Power term value drivers • Superior zero emissions technology • Technology platform for $billion markets • Power development team has over 150 across a wide range o
Slide 5: Compelling ESG Investment
Compelling ESG Investment Zero-emissions power technology for massive and diverse global markets • Industrial Waste Heat to Power (WHP) includes • Combined-Cycle Power Plants using Natural Gas and Hydrogen • Thermal power generation • Pipeline compression • Cement & Steel manufacturing • Oil Sands •
Slide 6: The Energy Lost in the USA from wasted heat in the utility sector
“The Energy Lost in the USA from wasted heat in the utility sector is greater than the total energy use of Japan” US Department of Energy Private and Confidential 5
Slide 7: Proven Technology for a Massive Global Market
Proven Technology for a Massive Global Market What do Industrial Waste Heat to Power (“WHP”) technologies do? • Energy intensive industries such as power plants and steel plants often generate excess heat that is simply lost or wasted • This waste heat is usually not hot enough to boil water to use
Slide 8: Superior Technology
Superior Technology KALiNA Cycle® Technology has performance advantages of up to 40% over ORC These efficiencies open the Kalina Cycle to more industrial applications than ORC ORC KALiNA Cycle® KALiNA Cycle® advantages Pentane, Variable Ammonia is one of the most widely used and understood chemicals
Slide 9: Intellectual Property Portfolio
Intellectual Property Portfolio • 317 patents in the portfolio • Includes a range of application patents and process patents • Initial patent portfolio updated and maintained ® • 10 individual KALiNA Cycle patent families with over 100 individual patents filed in various countries • Acquired Siemens
Slide 10: Business Model
Business Model Projects to be owned by KALiNA and project partners (such as Saddle Hills) • Reimbursement to KALiNA of its project development costs • 4% cash development fee to KALiNA’s (based on total Capex) • KALiNA to earn a Free Carried Equity Interest of approximately 10%* • Investment rights
Slide 11: Memorandum of Understanding with Baker Hughes
Memorandum of Understanding with Baker Hughes • MoU marks a significant development in the company’s mission to deploy applications of its high-efficiency KALiNA Cycle® technology at an industrial scale for major international markets. Highlights include • Baker Hughes to be a preferred vendor of va
Slide 12: Exceptional Team
Exceptional Team Team has over 150 years and 9 GW of experience in power development Ross MacLachlan • Former Director / Investor with Pristine Power Canada’s Stephen White • Former CEO of Veresen Inc; pipeline, midstream & gas processing fastest growing IPP, prior to its sale to Veresen assets, sol
Slide 13: KALiNA's Commercial Priorities: 64MW KALiNA Energy Centre - Saddle Hills
KALiNA’s Commercial Priorities 64MW KALiNA Energy Centre - Saddle Hills Effective De-Risk Strategies in place KALiNA Energy Centre – Saddle Hills • Power Engineers Incorporated contracted as the project’s Owner’s Engineer • Gas turbine by world leading Siemens Energy • Proven SGT-600 selected as gas
Slide 14: Commercial Arrangements for Saddle Hills
Commercial Arrangements for Saddle Hills • SGT-600 gas turbine vendor. Over 350 SGT-600 sold, 10 million operating hours • Performance and delivery guarantees with long-term services agreement • SNC1-2 Vapour Turbine Module • Performance and delivery guarantees with long-term services agreement • KD
Slide 15: KALiNA's Commercial Priorities: Gas Turbines
KALiNA’s Commercial Priorities Gas Turbines • Finalizing initial 10 MW module to produce zero- emissions power from the waste heat generated from gas turbines • 64 MW combined cycle power block is designed to address a market of over 800 MW of distributed power generation by 2035 to meet the require
Slide 16: KALiNA's Commercial Priorities: Hydrogen & LNG
KALiNA’s Commercial Priorities Hydrogen & LNG • Production of Hydrogen and LNG are generally energy intensive processes which present waste ® heat to power opportunities for the KALiNA Cycle • In addition, ® the unique characteristics of the KALiNA Cycle can provide improved operational efficiencies
Slide 17: KALiNA's Commercial Priorities: Oil Sands
KALiNA’s Commercial Priorities Oil Sands Steam-Assisted Gravity Drainage (SAGD) • It is estimated that the low temperature heat resources within the 29 in-situ oil sands extraction sites in Western Canada represent a potential of 2,000 MW • SAGD related applications represent $billion international
Slide 18: KALiNA's Commercial Priorities: Geothermal
KALiNA’s Commercial Priorities Geothermal • KALiNA and Power Engineers have engineered a 10 MW geothermal plant using the KALiNA Cycle®. The preliminary engineering and design case will be used to procure a cost estimate for the fabrication of Geothermal modules at various scales • This will enable
Slide 19: US Geothermal capacity is anticipated to grow to 28% of electricity generation
“US Geothermal capacity is anticipated to grow to 28% of electricity generation reaching 18 GW by 2024” US Department of Energy March 2022, Version One Private and Confidential | 19
Slide 20: Conclusion
Conclusion • Exceptional team with high quality partners • Superior and proven zero emissions technology • Technology platform for billion dollar markets across a wide range of industrial sectors • Well-advanced commercial pipeline with multiple near term value drivers • Unprecedented government and