Frontier Energy Limited · ASX:FHE
Frontier Energy — Non-Deal Roadshow (August 2022)
18 slides from Frontier Energy's roadshow presentation, Aug 17, 2022
Slide 1: Building a near term, low cost green hydrogen company
For personal use only Building a near term, low cost green hydrogen company Australian Non-Deal Roadshow ASX: FHE August 2022
Slide 2: Important Notice
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: The global green energy transition
For personal use only The global green energy transition The global push The Australian Hydrogen is the towards green context solution for energy solutions renewable storage • Reduce emissions targets • Change in Federal Government • Battery storage remains has accelerated the transition expensive a
Slide 4: Hydrogen is critical for a zero carbon future
For personal use only Hydrogen is critical for a zero carbon future Why has hydrogen Who are the major What is not been considered players and what are hydrogen? until now? the barriers to entry? • Well understood technology • Traditional fuel sources were • Major hydrocarbon producers readily avail
Slide 5: Frontier Energy – Bristol Springs Hydrogen Project
For personal use only Frontier Energy – Bristol Springs Hydrogen Project Existing infrastructure surrounding the project puts Frontier in a class of it own in the junior sector Bristol Springs Project (BSP) • 120km south of Perth surrounded by major infrastructure critical for green hydrogen Capital
Slide 6: Location, Location, Location
For personal use only Location, Location, Location The major barrier for entry into the sector is access to associated infrastructure that can add millions to the capital cost. Frontier is strategically located in the heart of this infrastructure with capacity. This reduces the capital cost and enab
Slide 7: First adopters of the industry all within close proximity
For personal use only First adopters of the industry all within close proximity Whilst the hydrogen industry is still in its infancy there are a clear number of sectors that are likely to be “early adopters” to transition away from hydrocarbons. Major infrastructure regarding each of these industrie
Slide 8: PFS outlines Low-Cost Green Hydrogen Production
For personal use only PFS outlines Low-Cost Green Hydrogen Production Bristol Springs Project - Stage One • Stage One solar farm (114MW) - produce 4.4 million kilograms of green hydrogen pa • Low estimated cost (inclusive of capital)1 of $2.83 per kilogram of hydrogen produced • Based on publicly av
Slide 9: Grid provides additional income and battery capacity
For personal use only Grid provides additional income and battery capacity The Landwehr Terminal is the game changer for BSS compared to more remote hydrogen projects. The Terminal provides increased income (reduced opex) and flexibility given it acts as a battery Excess power sales • During peak pr
Slide 10: Government at all levels to assist in future project funding
For personal use only Government at all levels to assist in future project funding Federal State Funding solutions • Change in Government has • Appointed a Minister for • Clean Energy Finance accelerated decarbonisation Hydrogen Corporation (CEFC) & strategy Australian Renewable Energy • WA Targets
Slide 11: Why Frontier Energy?
For personal use only WHY FRONTIER ENERGY? RENEWABLE ENERGY SOLUTION IN ONE OF AUSTRALIA’S FASTEST GROWING REGIONS World-class supporting infrastructure for hydrogen production Low operating and capital cost Scalable production Milestones for 2022 Proven board with development & Government relations
Slide 12: For more information contact
For personal use only For more information contact Grant Davey Executive Chairman +61 8 9200 3428 grantd@frontierhe.com ASX:FHE | 12
Slide 13: Additional Information
For personal use only ADDITIONAL INFORMATION ASX:FHE | 13
Slide 14: Appendix - Directors
For personal use only Appendix 1 - Directors Grant Davey – Non Executive Chair Chris Bath – Executive Director Dixie Marshall – Non- Executive Director Amanda Reid – Non- Executive Director Mr Davey is an entrepreneur with 30 Mr Chris Bath is a Chartered Ms Marshall has more than 38 years’ Ms Reid h
Slide 15: Appendix – What Is The SWIS
For personal use only Appendix 2 – What Is The SWIS SOUTH WEST INTERCONNECTED SYSTEM (SWIS) • Kalbarri Kalgoorlie Albany (Pilbara and Esperance are isolated) • Synergy 1.1 million customers – 12,300 GWh & $2.9B revenue (Synergy annual report 2021) SWIS ENERGY CONTRIBUTION1 Renewable 32.3% Hydr
Slide 16: Appendix - What Global Energy Transition Looks Like
For personal use only Appendix 3 - 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 hyd
Slide 17: Appendix - Green Hydrogen Flowsheet
For personal use only Appendix 4 - Green Hydrogen Flowsheet Bristol Spring Solar Project 114Mw to +500Mw RENEWABLE ENERGY GREEN HYDROGEN + + Alkaline water electrolysis Proven technology OXYGEN WATER Multiple local water source identified ASX:FHE | 17
Slide 18: Appendix - Refuelling Station Strategy
For personal use only Appendix 5 - Refuelling Station Strategy • Frontier’s long-term strategy is to become vertically integrated across the green hydrogen industry • An order has been placed for a hydrogen refuelling station • Prime location in Central Perth currently being finalised • One of the f