Kalina Power Limited · ASX:KPO
Kalina Power — Corporate Update (June 2017)
20 slides from Kalina Power's corporate update, Jun 7, 2017
Slide 1: Company update – additional information, and updated investor presentation
ASX ANNOUNCEMENT 7 June 2017 Company update – additional information, and updated investor presentation KALiNA Power Limited (ASX: KPO, “KALiNA” or the “Company”) has received a number of enquiries regarding the increase in new business activity set out in its announcement on 1 June 2017. The Compan
Slide 2: Capital light business model
Capital light business model KALiNA’s key revenue streams are derived from “capital light”, specialised engineering services and licensing royalties. Fees for specialised engineering involve an upfront payment, with the balance paid at regular intervals over the 12-18 month construction period for t
Slide 3: Company update June 2017
POWER Company update June 2017
Slide 4: Corporate snapshot
Corporate snapshot POWER The KALiNA Cycle® technology is being deployed globally to address the rapidly growing waste heat to power markets Trading information (as at 6 June 2017) Share price performance (last 6 months) Share price (A$) Value (m) Share price A$0.049 0.15 1.5 52 week low / high A$0.0
Slide 5: Investment highlights
Investment highlights POWER Generating electricity from low temperature waste heat is a rapidly growing multi-billion dollar market • The market opportunity in Asia is estimated to grow by an additional ~US$72bn (~29GW) through to 2021 • The US Department of Energy commissioned a report by ICF Inter
Slide 6: Significant market opportunity
Significant market opportunity POWER Even a modest market penetration in the market for temperatures below 450oF represents a major opportunity for KALiNA The leading ORC supplier, Ormat (NYSE:ORA), has grown from a market capitalisation of ~US$0.8bn to ~US$3.0bn in five years WHP market for tempera
Slide 7: Key advantages of the KALiNA Cycle®
Key advantages of the KALiNA Cycle® POWER The KALiNA Cycle® is competitive with ORC at all waste heat temperatures and is up to 40% more efficient than ORC in projects with lower waste heat temperatures and variability in temperature KALiNA Cycle® efficiency benefits (vs. ORC) in various industries
Slide 8: Commercially proven technology
Commercially proven technology POWER Sumitomo Metals and Fuji Oil in Japan, and Unterhaching in Germany, are showcase examples of successful KALiNA Cycle® projects Attributes of successful projects Sumitomo Metals (Steel) Fuji Oil (Petrochemical) Unterhaching (Geothermal) Compliance with KALiNA’s en
Slide 9: Successful and experienced power professionals
Successful and experienced power professionals POWER Core of new team worked together at Pristine Power and now compliment KALiNA’s highly qualified engineering team with significant project development, financing, execution and operational prowess Ross MacLachlan Jeffry Myers Managing Director and
Slide 10: Capital light business model
Capital light business model POWER KALiNA earns revenue through the provision of specialised engineering services and technology licensing fees Specialised engineering services Licensing royalties • Provided by KALiNA engineering experts • Consideration for the licensing of the KALiNA Cycle® is in t
Slide 11: Illustrative KALiNA Cycle® power plant economics
Illustrative KALiNA Cycle® power plant economics POWER Excellent economics for customers with estimated fully burdened project costs of less than 8 cents per kWH Key advantages Cheaper and more reliable electricity generation than other renewable and sustainable energy sources Not reliant on subsidi
Slide 12: Rapid deployment strategy
Rapid deployment strategy POWER Strategic agreements with preferred vendors and EPC partners allows rapid deployment of KALiNA Cycle® technology and improved design and delivery capabilities while ensuring world-class build and development Agreements with preferred Agreements with preferred EPC part
Slide 13: Company updates
Company updates POWER Since completing an equity raising in September 2016, KALiNA has generated revenue, accomplished various operational milestones and is on track to achieve positive cash flow operations Build a team of Appointment of Ross MacLachlan as MD/CEO and Jeffry Myers as Non-Executive Di
Slide 14: On target to achieve 100 MWe of installed KALiNA Cycle® capacity
On target to achieve 100 MWe of installed KALiNA Cycle® capacity POWER 100 MWe target is a key milestone to firmly establish the KALiNA Cycle® as an industry standard in the WHP sector • KALiNA has achieved a significant increase in new business activity in 2017 • Current project pipeline contains 3
Slide 15: Selected global opportunities
Selected global opportunities POWER Partnerships with a selective number of preferred vendors ensures legacy licenses can be optimised and also allows for scalable deployment of KALiNA Cycle® globally France Germany • Exploring project opportunities Canada • Taufkirchen 4.75 MWe plant expected follo
Slide 16: Appendices
POWER Appendices A: Key sector drivers B: Valuable intellectual property portfolio C: Illustrative project pipeline forecast KALINA POWER LIMITED (ASX: KPO) COMPANY UPDATE / 14
Slide 17: A: Key sector drivers
A: Key sector drivers POWER There is a strategic imperative for many industries and jurisdictions to utilise the KALiNA Cycle®, driven by the recent evolution in international government policy with respect to power generation and emissions targets A 4 MWe KALiNA Cycle® power plant can offset 19kt o
Slide 18: B: Valuable intellectual property portfolio
B: Valuable intellectual property portfolio POWER KALiNA are actively focused on growing their IP portfolio throughout key global markets Current IP portfolio Actively protecting first-mover advantage Holds 240 patents worldwide with 15 pending applications across Recently acquired a thermodynamic I
Slide 19: C: Illustrative project pipeline forecast
C: Illustrative project pipeline forecast POWER Roll out of KALiNA Cycle® globally is expected to deliver rapid revenue and earnings growth Illustrative additional capacity commenced per year (MWe)1 Illustrative cumulative capacity commenced/installed (MWe)1 106 100 MWe of cumulative KALiNA Cycle® c
Slide 20: Disclaimer
Disclaimer POWER 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 assumptions that cou