Frontier Energy Limited · ASX:FHE
Frontier Energy — Investor Presentation (September 2023)
17 slides from Frontier Energy's investor presentation, Sep 12, 2023
Slide 1: On track to becoming a fully integrated renewable energy producer
On track to becoming a fully integrated renewable energy producer For personal use only ASX: FHE September 2023 1 Artist impression of solar facility and peaking plant
Slide 2: Disclaimer
Disclaimer FORWARD LOOKING STATEMENT Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from those expressed or implied by such forward-looking information, including risks associated with invest
Slide 3: Renewable Energy solution in the heart of industrial WA
Renewable Energy solution in CAPITAL the heart of industrial WA STRUCTURE 299m Frontier Energy (FHE.ASX) has announced the proposed acquisition of Shares on issue Waroona Energy (WHE.TSXV) that aims to create a large-scale Post deal – 445m1 For personal use only Australian renewable energy company,
Slide 4: Western Australian Electricity market Demand - Consumption forecast over the next decade
Western Australian Electricity market Demand - Consumption forecast over the next decade1 70 The SWIS (South West Interconnection System) 60 220% • AMEO recently announced1 the SWIS is facing a “major supply-demand 50 TWh per annum deficit over the next decade and there is an urgent and imminent For
Slide 5: Electricity prices already on the rise in WA
Electricity prices already on the rise in WA Participants in the WA electricity market can receive revenue from three main sources Wholesale Market Sales1 (WEM) Reserve Capacity (RCP) Large Generation Certificates For personal use only • Over the last year the average price • Unique to WA as generat
Slide 6: Energy prices continue to trend higher at all times of the day
Energy prices1 continue to trend higher at all times of the day Multiple trends indicate energy prices are going to continue to rise • Year on year at all times of the day energy prices have increased for the past 3 years For personal use only • Two peak periods have emerged (morning and afternoon)
Slide 7: Why solar is our renewable energy solution?
Why solar is our renewable energy solution? For personal use only • Solar is one of the most advanced and reliable renewable energy solution today • Capital costs for solar have fallen significantly in the past decade whilst innovation upside is arguably nearing its peak • Australia has some of the
Slide 8: Solar energy to power our hydrogen strategy in low price periods
Solar energy to power our hydrogen strategy in low price periods • Despite the “duck curve” the average solar For personal use only price the Company would have received (including nil priced periods) would have been a 50% increase ($66/MW) 1compared to the previous year • Shoulder period prices inc
Slide 9: Staged development that targets high demand markets and future growth opportunities
Staged development that targets high demand markets and future growth opportunities Solar Energy For personal use only • Well understood technology and market • All key permits, approvals and connection in place • EPC early works commenced – targeting 120MW • Expansion potential +1GW • Solar sales –
Slide 10: Access to existing world class infrastructure essential for renewable energy and green hydrogen
Access to existing world class infrastructure that is essential for the renewable energy and green hydrogen industries If this aspect was FHE – size of not in place what Additional opportunity would be the considerations and For personal use only Infrastructure currently in place barrier? Cost to re
Slide 11: Solar – the foundation for Frontier's renewable energy strategy
Solar – the foundation for Frontier’s renewable energy strategy Solar Energy – pillar for future development pathway Potential Stage One Solar EBITDA2,3,4 35 • Land1 - 868Ha of flat, freehold land which is predominantly cleared 30 4.7 3.2 All major approvals, heritage and permits in place allowing f
Slide 12: Peaking Plant – pathway for green hydrogen consumption
Peaking Plant – pathway for green hydrogen consumption What is a Peaking Plant? Green hydrogen (dual fueled) peaking Reserve Capacity Payments (RCP) • Peaking Plants are a mature plant study underway – 120MW provide bankability technology used to supply power • Waroona Energy has commenced a • At 12
Slide 13: Hydrogen Headstart - What is required to be considered?
Hydrogen Headstart - What is required to be considered? Australian Federal Government announces $2bn for Hydrogen For personal use only Headstart, providing revenue support for large-scale renewable hydrogen projects through competitive hydrogen production contracts Additional funding programs likel
Slide 14: Frontier is committed to creating long term sustainable value for future generations
Frontier is committed to creating long term sustainable value for future generations • Our solar energy and green hydrogen project will provide a significant contribution to both the Federal and State decarbonisation strategy Sustainability We delivered our inaugural Sustainability Report in Q2 2023
Slide 15: Frontier's Path to Production
Frontier’s Path to Production BUILDING A SCALEABLE RENEWABLE ENERGY HUB Near term contributor to WA renewable energy and Australia’s hydrogen targets For personal use only Strongest ever market conditions for renewable energy and hydrogen deployment Strategically located near major infrastructure re
Slide 16: For more information contact
For personal use only For more information contact Sam Lee Mohan Managing Director +61 8 9200 3428 sam.leemohan@frontierhe.com ASX:FHE frontierhe.com ASX: FHE frontierhe.com ASX:FHE | 16
Slide 17: Appendix – Share Plan to acquire Waroona Energy Inc
Appendix 1 – Share Plan to acquire Waroona Energy Inc1 Indicative timetable and key dates Stage Timing Conduct due diligence and sign definitive agreement October 2023 For personal use only Waroona to finalise proxy circular October 2023 Obtain interim court approval October 2023 Mail proxy circular
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