Kalina Power Limited · ASX:KPO
Kalina Power — Investor Presentation (November 2016)
22 slides from Kalina Power's investor presentation, Nov 4, 2016
Slide 1: ASX Announcement: Company update
ASX ANNOUNCEMENT 4 November 2016 Company update For personal use only KALiNA Power Limited (ASX: KPO, “KALiNA” or the “Company”) is pleased to release a company update presentation, which is attached to this announcement. The presentation outlines KALiNA’s strategy and investment case. Investment hi
Slide 2: Efficient, Safe, Reliable, Proven
For personal use only Efficient, Safe, Reliable, Proven Company update November 2016
Slide 3: Corporate snapshot
Corporate snapshot KALiNA provides turnkey waste heat to power solutions for industrial applications For personal use only Trading information (as at 3-Nov-16) 3 month share price performance Share price (A$) Value (A$m) Share price A$0.12 0.16 1.6 Improved trading since equity raising 52 week low /
Slide 4: Track record of senior leadership
Track record of senior leadership Recently appointed senior leadership includes highly credentialed industry professionals with proven ability to lead the founding, development, execution and financing of successful independent power projects For personal use only Ross MacLachlan Jeffry Myers Managi
Slide 5: Recent corporate developments
Recent corporate developments Recent corporate developments have provided a platform for operational success and valuation upside For personal use only Corporate Milestones June 2015 Ross MacLachlan and Tim Horgan appointed to Board New Board and management appointments are positioning KALiNA for gl
Slide 6: Market opportunity for waste heat to power
Market opportunity for waste heat to power Evolution in international government policy with respect to power generation and emissions targets supports the market opportunity for KALiNA Cycle® technology; a 4MW KALiNA Cycle® power plant can offset 19kt of CO 2 p.a. For personal use only Climate chan
Slide 7: KALiNA Cycle technology
KALiNA Cycle® technology Generating electricity from waste heat is a well established, multi-billion dollar international market currently addressed by only a handful of companies using the Organic Rankine Cycle (ORC) For personal use only The KALiNA Cycle® technology • When temperatures from waste
Slide 8: Revolutionary waste heat to power technology
Revolutionary waste heat to power technology KALiNA Cycle® is a proven, green technology that is up to 40% more efficient relative to ORC in industrial applications with lower operating temperatures For personal use only Comparison of KALiNA Cycle® and ORC Comparative performance relative to ORC s
Slide 9: Successful global deployment of KALiNA Cycle
Successful global deployment of KALiNA Cycle® Sumitomo Metals and Fuji Oil in Japan, and Unterhaching in Germany, are showcase examples of successful KALiNA Cycle ® projects For personal use only Sumitomo Metals Fuji Oil Unterhaching Attributes of successful projects Compliance with KALiNA’s engin
Slide 10: Operational strategy
Operational strategy KALiNA’s focused strategy for global deployment is designed to maximise returns for shareholders For personal use only • KALiNA’s specialised engineering services provide effective oversight and control to ensure quality and compliance for project execution • Experienced team ca
Slide 11: Capital light revenue model
Capital light revenue model KALiNA generates revenues from engineering services and licensing of the KALiNA Cycle® technology For personal use only Specialised engineering services Licensing royalties • Specialised engineering services are provided by KALiNA • Consideration for the licensing of the
Slide 12: Overview of the Sinopec opportunity
Overview of the Sinopec opportunity The Chinese government has mandated a 16% reduction in industrial enterprise energy consumption and Sinopec have confirmed that the KALiNA Cycle® is an ‘important technology in meeting its energy efficiency targets’ For personal use only Recent and expected Sinope
Slide 13: Rapid deployment strategy
Rapid deployment strategy Strategic agreements with preferred vendors, engineers and fulfilment partners allows for rapid deployment of KALiNA Cycle ® technology, best power plant design and improved delivery capabilities For personal use only Agreements with preferred equipment Strategic rationale
Slide 14: Global developments
Global developments Partnerships with only a small selection of preferred vendors will allow for scalable deployment of KALiNA Cycle ® on a global scale For personal use only North America China • KALiNA engaged in technical • Significant project development discussions with several international op
Slide 15: Illustrative KALiNA operational information
Illustrative KALiNA operational information Roll out of KALiNA Cycle® globally is expected to deliver rapid revenue and earnings growth For personal use only Illustrative additional capacity commenced per year (MW)1 Illustrative cumulative capacity commenced/installed (MW)1 106 209 66 103 29 37 8 8
Slide 16: Illustrative KALiNA Cycle power plant economics
Illustrative KALiNA Cycle® power plant economics Attractive power plant economics with fully burdened operating costs estimated to be less than 8c per kWH For personal use only • The table on the right provides the illustrative Illustrative example: estimated vendor economics (USc/kWh) for 5MW power
Slide 17: Investment highlights
Investment highlights KALiNA is well positioned in the growing global clean energy technology sector For personal use only KALiNA is funded to positive cash flow under Numerous potential current business plan, and projects under discussion well positioned to pursue Capital light business in China, J
Slide 18: Appendix
For personal use only Appendix KALiNA Cycle® technology and KALiNA Board and management KALINA POW ER LIMITED (ASX: KPO) COMPANY UPDATE / 17
Slide 19: KALiNA Cycle Technology
KALiNA Cycle® Technology Proven technology that has been deployed in various market applications and is up to 40% more efficient relative to the competing ORC in low operating temperature industrial uses For personal use only Simplified KALiNA Cycle® flow sheet KALiNA Cycle® geothermal power plant i
Slide 20: KALiNA's Board
KALiNA’s Board Highly credentialed and well balanced team with a proven track record of building, running and growing successful energy businesses For personal use only John Byrne Ross MacLachlan Jeffry Myers Tim Horgan Dr. Malcolm Jacques Ph.D Chairman Managing Director and CEO Non-Executive Direct
Slide 21: KALiNA's management and operational team
KALiNA’s management and operational team Top-tier industry professionals with strong technical backgrounds to facilitate global deployment of KALiNA Cycle® technology For personal use only Mark Mirolli George Yan Geoff Scott CTO COO, China Project Development Appointed May 2009 Appointed April 2016
Slide 22: Disclaimer
Disclaimer For personal use only Important Information • This presentation may contain certain forward-looking statements that have been based on current expectations about future acts, events and circumstances • These forward looking statements are, however, subject to risks, uncertainties and assu