Genesis Energy Limited · NZX:GNE
Genesis Energy — Investor Presentation (October 2024)
9 slides from Genesis Energy's investor presentation, Oct 23, 2024
Slide 1: Genesis Solar Development
Genesis Solar Development Presenters: Malcolm Johns Chief Executive Craig Brown GM Asset Development Emma Oettli Interim CFO Edward Hyde CTTO 23 October 2024
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Genesis Energy Limited (“Genesis Forward-looking statements in this presentation are not guarantees or Genesis Energy is subject to disclosure obligations under the NZX Listing Energy”) for information purposes only. This disclaimer applies to this p
Slide 3: Gen35: 8 by '28
Gen35: 8 by ‘28 Solar, Batteries and Gas Storage Deliver Portfolio Benefits FY28 Goal Status Solar Up to 500MW of solar 63MWp under construction, 127MWp site secured. Over 500MW of developed and operational opportunities under consideration. First solar generation in H1 FY25. Battery Energy Storage
Slide 4: Compounding Investments to Transform the Portfolio
Compounding Investments to Transform the Portfolio Existing Portfolio • Genesis plans to develop up to 500MW of Rankine Units grid-scale solar throughout New Zealand. provide back-up to portfolio and market • Solar provides low-cost renewable energy MW during daytime and primarily within the summer
Slide 5: The Lauriston Solar Farm
The Lauriston Solar Farm Item Quantity MW Capacity 63 MWp DC 47 MW AC • Lauriston Solar Farm (LSF) is New Zealand’s first non-recourse project- Annual Energy c. 100 GWh financed, EPC wrapped, grid-scale solar farm, and Genesis’ first major Land Area c. 94 Ha development since 2007. Piles 16,500 • FI
Slide 6: Engineer, Procure, Construct (EPC) Contract Model
Engineer, Procure, Construct (EPC) Contract Model Project SPV with FRV as Construction Manager GHD (Owners Engineer) Full Wrap - EPC E.A.N Beon Engineering Procurement Construction Internal Piles Internal Panels Subcontract Inverters
Slide 7: Disclaimer
Disclaimer
Slide 8: Multiple Options to Fund and Develop Assets
Multiple Options to Fund and Develop Assets 100% Offtake On Balance Sheet Off Balance Sheet JV Partner/s Independent Asset (Equity Asset Renewable Asset Owner Provider) Generator Lenders Equity providers Asset Offtake Asset Agreement Owner SPV Fund the SPV Asset (project finance) Owner Offtake Agree
Slide 9: Technology Driving a Lower Cost Business
Technology Driving a Lower Cost Business Billing and Customer Relationship Management (CRM) re-platform Why are we doing this? • An important driver of a new lower-cost and scalable Simplify Re-platform Accelerate retail operating model through modernisation, FY24-25 FY25-27 FY28+ Phase simplificati
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