Frontier Energy Limited · ASX:FHE
Frontier Energy — Investor Presentation (April 2022)
17 slides from Frontier Energy's investor presentation, Apr 28, 2022
Slide 1: Building a vertically integrated Green Hydrogen Company
For personal use only Building a vertically integrated Green Hydrogen Company ASX: FHE April 2022 1
Slide 2: Important Notice - Forward Looking Statement
For personal use only IMPORTANT NOTICE 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
Slide 3: Why Clean Energy Is the Future
For personal use only WHY CLEAN ENERGY IS THE FUTURE Global Electrification of Green Government and Emergence of ESG demands are everything Hydrogen corporations and Carbon Credit driving a clean setting ambitious markets energy transition Demand WA CO2 emission targets Government increased 6% in Go
Slide 4: Australian Governments Driving Hydrogen Strategy
For personal use only AUSTRALIAN GOVERNMENTS DRIVING HYDROGEN STRATEGY 18 April 2022 • WA Government aims to be a global leader in Green Hydrogen • WA Government prioritising development of the industry • created Minister for Hydrogen & financial assistance 2030 Targets • WA’s market share of global
Slide 5: Building a Hydrogen Company from the Ground Up
For personal use only BUILDING A HYDROGEN COMPANY FROM THE GROUND UP Existing infrastructure surrounding the project puts Frontier in a class of it own in the junior sector Capital Structure Bristol Springs Solar Farm Vertical Integration Proven team in place Location – 120km from Perth Solar Expans
Slide 6: On the Grid - Stage One Solar Production
For personal use only ON THE GRID - STAGE ONE SOLAR PRODUCTION SOUTH WEST INTERCONNECTED SYSTEM (SWIS) SOLAR IN WA • Only 5 industrial farms in WA - • Kalbarri Kalgoorlie Albany 200MW total (Pilbara and Esperance are isolated) • Merredin the largest (132MWdc) • Synergy 1.1 million customers –
Slide 7: Bristol Springs Project
BRISTOL For personal use only SPRINGS PROJECT Stage One - 114MWdc solar farm 120km south of Perth ∼180,000 tonnes of CO2 per annum Commence construction – 2023 ∼45,000 homes powered To view a Virtual Site Trip to Bristol Springs visit: https://frontierhe.com/videos/ ASX:FHE | 7
Slide 8: The How of Green Hydrogen Production
For personal use only THE HOW OF GREEN HYDROGEN PRODUCTION Grid connection to hydroliser RENEWABLE SWIS ENERGY GREEN Bristol Springs Transport to HYDROGEN customers + + Export (port) or ELECTROLYSIS domestic consumption Mulitple water sources available Existing water solution available OXYGEN WATER
Slide 9: Green Hydrogen Production - Bristol Springs
For personal use only GREEN HYDROGEN PRODUCTION - BRISTOL SPRINGS A major barrier for entry to clean energy and hydrogen is location & access to existing transmission infrastructure Frontier is strategically located close to existing and future infrastructure requirements that importantly has spare
Slide 10: What Global Energy Transition Looks Like
For personal use only WHAT GLOBAL ENERGY TRANSITION LOOKS LIKE Major hydrocarbon producers' strategy to transition Frontier aims to build its clean toward future hydrogen production energy production capacity to LIMITED CURRENT CLEAN ENERGY PRODUCTION FUTURE HYDROGEN feed its future hydrogen targets
Slide 11: Early Mover Advantage - Refuelling Station Strategy
For personal use only EARLY MOVER ADVANTAGE REFUELLING STATION STRATEGY • Vertical integration across hydrogen industry • A hydrogen refuelling station has been ordered • Prime location in Central Perth • One of the first hydrogen refuelling stations to be built and operating in Western Australia
Slide 12: Pathway to Green Hydrogen Production
For personal use only PATHWAY TO GREEN HYDROGEN PRODUCTION STAGE ONE STAGE TWO LONG TERM Solar Project Renewable Energy Green Hydrogen 114MW - 2023 500MW - 2026 Beyond 2026 • 114MWdc Solar Farm at Bristol • Expansion to ~500MWdc • Expand to +1GW renewable Springs renewables energy • Solar expansion,
Slide 13: Why Frontier Energy?
For personal use only WHY FRONTIER ENERGY? RENEWABLE ENERGY SOLUTION IN ONE OF AUSTRALIA’S FASTEST GROWING REGIONS Located in the industrial heart of WA with world-class infrastructure First mover in a booming sector Major expansion potential Milestones for 2022 Proven board and management team with
Slide 14: For more information contact
For personal use only For more information contact Mike Young Managing Director +61 8 9200 3428 myoung@frontierhe.com ASX:FHE | 14
Slide 15: Additional Information
For personal use only ADDITIONAL INFORMATION ASX:FHE | 15
Slide 16: Appendix - Indicative Timeline - BSSP 114MWdc
For personal use only APPENDIX 1 - INDICATIVE TIMELINE – BSSP 114MWdc 2021 2022 2023 Activity Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 • Economic Study • Land secured Complete • ETAC Process Development Application Approved Shareholder meeting / Complete Complete acquisition Recommence trading Complete on ASX Det
Slide 17: Appendix - Directors
For personal use only APPENDIX 2 - DIRECTORS Grant Davey – Non Executive Chair Mike Young – Managing Director Chris Bath – Executive Director Dixie Marshall – Non- Executive Director Mr Davey is an entrepreneur with 30 Mr Young is a resource executive with Mr Chris Bath is a Chartered Ms Marshall ha