Lion Energy Limited · ASX:LIO
Lion Energy — Investor Presentation (August 2024)
8 slides from Lion Energy's investor presentation, Aug 29, 2024
Slide 1: Lion Energy's JV with DGA and Samsung C&T to deliver green hydrogen to Brisbane
For personal use only Lion Energy’s JV with DGA and Samsung C&T to deliver green hydrogen to Brisbane
Slide 2: Corporate Information
Corporate Information For personal use only CAPITAL STRUCTURE SHARES ON ISSUE 1 : 496M 20% MARKET CAP 2 : $12.2M CASH 3 : US$1.2M Areen (Singapore): 19.8% Risco (Singapore) 11.1% 1. Diluted post convertible notes 11% Board / Mgt: 4.0% 2. at 2.8cps on 22/8/24 3. as at 30/06/24 excluding JV cash Other
Slide 3: Lion investment thesis
Lion investment thesis ▪ Lion has pivoted to green hydrogen since 2021, turning vision into reality in 2024 For personal use only ▪ First mover in Qld, Australia in terms of green hydrogen for industry, heavy mobility, gensets, logistics equipment ▪ Port of Brisbane (PoB) site/scale is first within
Slide 4: JV with DGA Energy Solutions Australia and Samsung C&T to deliver green hydrogen at the Port of Brisbane
JV with DGA Energy Solutions Australia and Samsung C&T to deliver green hydrogen at the Port of Brisbane For personal use only Lion has signed a binding joint development agreement with DGA Energy Solutions Australia (DGA) and Samsung C&T (Samsung) to jointly develop green hydrogen at the Port of Br
Slide 5: About DGA Energy Solutions Australia Pty & Samsung C&T
About DGA Energy Solutions Australia Pty & Samsung C&T For personal use only DGA Energy Solutions Australia Pty Ltd (DGA) was Samsung C&T is an international corporation founded in 2023 in Australia as wholly owned with four business groups and is a major player subsidiary of Mitsubishi Corporation
Slide 6: Infrastructure and Capacity
Infrastructure and Capacity For personal use only Onsite H2 generation with 2 sets Onsite generation capacity of Two hydrogen tube trailers, already of electrolysers / compressors 300 tonnes1 of green H2 pa received, are being leased to third and storage parties at commercial rates until required fo
Slide 7: Location
Location ▪ Port of Brisbane (PoB) on the corner of For personal use only Osprey Drive and Howard Smith Drive ▪ Immediate access from M4 highway ▪ Current 10 + 10yr lease signed with Port of Brisbane1 1. Refer to ASX Announcement dated 24 April 2024
Slide 8: Status
Status ▪ Development approval obtained For personal use only ▪ Long term lease (up to 20 years) on one of Brisbane's best sites secured ▪ Major equipment already in Australia or under construction ▪ Lion has significant cost competitive advantage vs other players1 ▪ Funding now strong due to JV ▪ Ad