Frontier Energy Limited · ASX:FHE
Frontier Energy — Investor Presentation (November 2024)
10 slides from Frontier Energy's investor presentation, November 2024
Slide 1: Corporate Presentation
Corporate Presentation ASX: FHE | OTCQB: FRHYF | November 2024
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: Frontier's path to production
Frontier’s path to production BUILDING A SCALEABLE RENEWABLE ENERGY HUB Stage One Development § Update DFS § Major growth potential +1GW Multiple funding options available for development Management Retail CAPITAL STRUCTURE 12% 25% Institution 15% Fundamentals for grid connected electricity 513m ~$1
Slide 4: Why WA is the perfect place for investment in renewable energy generation
Why WA is the perfect place for investment in renewable energy generation Key features of WA electricity network (WEM / SWIS) • Not connected to the rest of Australia – largest micro grid in the world • Grid constraint – the SWIS was not built for renewable energy, meaning delays in renewable energy
Slide 5: Energy prices at record highs and forecast to remain strong
Energy prices at record highs and forecast to remain strong Period 2021 2022 2023 TTM* TTM to 21 Monthly WA Wholesale Electricity Price1 Peak Energy Price ($/MWh) 79 97 143 168 % change 23% 47% 17% 112% 220 Average Energy Price ($/MWh) 50 66 87 81 % change 32% 32% -7% 63% 200 Energy prices continue
Slide 6: Waroona Renewable Energy Project
Waroona Renewable Energy Project Waroona Renewable Project is development ready • 120km south of Perth near Waroona, WA • Stage One – 120MW Solar / 80MW (4 hr / 320MWhr) battery ✓ Permits and approvals – majority of permits and approvals in place ✓ Land – 868ha of freehold land owned by the Company
Slide 7: Simplified strategy to maximise energy sales price
Simplified strategy to maximise energy sales price Energy sales and storage strategy – January Creating our own arbitrage whilst minimising curtailment 120 $180 Battery $160 • A battery allows for electricity sales to be ‘shifted’- (i.e. stored in low 100 charges $140 price and sold in high price pe
Slide 8: Financing strategy focused on non-dilutive options
Financing strategy focused on non-dilutive options Renewable energy projects support high leverage Financing strategy to focus on non-dilutive options position at low interest rates Preference remains unhedged to ensure maximum exposure to energy price upside • Why do renewables support significant
Slide 9: Near term renewable energy production to meet increasing energy demand
Near term renewable energy production to meet increasing energy demand Stage One - ready for development Market fundamentals for renewable Major organic growth potential to • 120MW solar / 80MW (4 hr) battery electricity greater than ever +1GW (based on grid connections) • Updated DFS underway • Hig
Slide 10: For more information contact
For more information contact Adam Kiley CEO +61 8 6117 0479 akiley@frontierhe.com ASX:FHE frontierhe.com ASX: FHE | OTCQB: FRHYF | frontierhe.com
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