Apa Group · ASX:APA
Apa — UBS Australasia Conference 2019
10 slides from Apa's conference presentation, Nov 18, 2019
Slide 1: APA Group UBS Australasia Conference 2019
For personal use only APA Group UBS Australasia Conference 2019. presented by: Rob Wheals, CEO and Managing Director
Slide 2: Low risk business model
For personal use only low risk business model • integrated energy infrastructure portfolio • gas transmission & distribution, processing & storage, power generation – gas & renewables • stable & predictable cash flows • long term take or pay contracts • ongoing organic growth
Slide 3: Regulatory impact statement (RIS) main areas of review
For personal use only regulatory impact statement (RIS) 4 main areas of review Information disclosure Review required Negotiation & dispute resolution post Part 23 implementation Greater information transparency Streamlining of arbitration processes across forms of regulation • APA is supportive
Slide 4: Customer focus & The Energy Charter
For personal use only customer focus & The Energy Charter putting customers at the centre of our decision-making APA’s Customer Promise • Customer Promise developed and launched • Multi-year improvement program to: Drive the right culture Deliver improvement initiatives Together, deliver energy
Slide 5: Australian growth story remains attractive
For personal use only Australian growth story remains attractive A$m $900m 856 $800m $700m ~$300-$400 growth $600m 581 capex p.a over the next 2-3 years $500m 447 $400m 397 396 APA growth capex: 334 341 $300m 302 249 * >$400 m pa average $200m 194 173 over the last 5 years 135 $100m >$300 m pa avera
Slide 6: Growth opportunities: East, West, Transition
For personal use only growth opportunities EAST “supply” WEST - new infrastructure to connect new gas supplies to markets “demand” - new infrastructure for new projects TRANSITION “lower carbon future” - renewables infrastructure & new technology - firming power supplied by gas
Slide 7: North America
For personal use only North America • Gas industry dynamics Significant reserves, >30 years Conservative pricing Increasing domestic & export demand • Diversity of opportunities • Political stability • Appropriate risk/return environment • Supportive regulatory environment
Slide 8: Questions
For personal use only questions
Slide 9: Disclaimer
For personal use only disclaimer This presentation has been prepared by Australian Pipeline Limited (ACN 091 344 704) as responsible entity of the Australian Pipeline Trust (ARSN 091 678 778) and APT Investment Trust (ARSN 115 585 441) (APA Group). The information in this presentation does not conta
Slide 10: For further information contact
For personal use only For further information contact: Jennifer Blake Group Head of Investor Relations +61 2 9693 0097 jennifer.blake@apa.com.au Or visit the APA website at: www.apa.com.au