Janus Electric Holdings Limited · ASX:JNS
Janus Electric — Investor Presentation (September 2023)
37 slides from Janus Electric's investor presentation, Sep 22, 2023
Slide 1: Compelling ESG investment opportunity
Company Presentation | September 2023 Artist impression Compelling ESG investment opportunity Conscious Sustainable Investments Company Presentation | September 2023 1
Slide 2: Disclaimer
Company Presentation | September 2023 Disclaimer The material in this presentation has been prepared by ReNu Energy Limited (ABN 55 095 006 090) and is general background information about ReNu Energy’s activities current as at the date of this presentation. This information is given in summary form
Slide 3: Contents
Company Presentation | September 2023 Contents Introduction 4 Countrywide Hydrogen Tasmanian projects 12 Countrywide Hydrogen project pipeline 20 RNE investee portfolio 24 Appendix 28 Conscious Sustainable Investments 3
Slide 4: Introduction
Company Presentation | September 2023 Introduction Conscious Sustainable Investments 4
Slide 5: Who we are
Company Presentation | September 2023 Who we are ReNu Energy Key priority through (ASX:RNE) has the Countrywide Hydrogen is purpose to strategically to create a hydrogen drive the transition to a ecosystem in Tasmania, low carbon future, then mainland expansion through investing in to build the valu
Slide 6: Compelling ESG opportunity
Company Presentation | September 2023 Compelling ESG opportunity • Countrywide Hydrogen’s domestic supply ambition: Opportunity to implement model in Tasmania and then roll out across mainland Australia • Emissions reduction using hydrogen market endorsed as deliverable by Governments and customers:
Slide 7: Domestic Hydrogen HyWay model
Company Presentation | September 2023 Domestic Hydrogen HyWay model 24/7 refuelling: Counters range anxiety with refuelling strategically sited near production High demand locations: Hydrogen production and refuelling stations to focus on transport corridors that carry the heaviest loads and contrib
Slide 8: Investment case for green hydrogen
Company Presentation | September 2023 Investment case for green hydrogen • Why invest? Why now?: Green hydrogen is currently enjoying unprecedented political, investment and business momentum globally • Hydrogen can help tackle various critical energy challenges: Offers ways to reduce emissions in s
Slide 9: RNE corporate snapshot
Company Presentation | September 2023 RNE corporate snapshot ASX code RNE Shareholder structure Shares on issue 440.5m Board & management Options on issue1 124.2m 26.5% Market capitalisation (at 4c per share) $17.6m 52-week range 7.5c – 2.9c Other 440.5m 51.8% Shares on issue Debt Nil Steve Nossal 7
Slide 10: Investment overview
Company Presentation | September 2023 Investment overview Collaborators Market Strong business Numerous value advantage model inflection points • Ground floor ESG • Expected to be • Revaluation event, opportunity to reduce earnings positive from trade sale or spin off of Australian emissions first h
Slide 11: Group structure
Company Presentation | September 2023 Group structure ReNu Energy (ASX:RNE) Countrywide Incubator / Hydrogen (100%) Accelerator Hydrogen project Tasmanian projects Portfolio companies opportunities pipeline Brighton Melbourne Vaulta (15%) Launceston Portland Enosi (14%) Devonport Indonesia Allegro (
Slide 12: Countrywide Hydrogen's Tasmanian projects
Company Presentation | September 2023 Countrywide Hydrogen’s Tasmanian projects Artist impression Conscious Sustainable Investments 12
Slide 13: Strong positioning for hydrogen in Tasmania
Company Presentation | September 2023 Strong positioning for hydrogen in Tasmania Tasmania has significant potential in the hydrogen industry Green Initiatives in Tasmania Australia’s National Hydrogen Strategy highlights Tasmania’s unique potential in hydrogen industry, in line with the Tasmanian G
Slide 14: Countrywide project roll-out
Company Presentation | September 2023 Countrywide project roll-out Hydrogen refuelling stations (HRS) To provide statewide access Two synergistic project parts to green hydrogen the Project will span three A. Hydrogen production strategic locations & storage Infrastructure at strategically positione
Slide 15: Strategy
Company Presentation | September 2023 Strategy Planned site rollout: • Aim: Develop strategically located, commercial scale green Each site installation of an (initial) hydrogen production sites for a Hydrogen HyWay 5MW electrolyser & HRS • Whole of Tasmania focus: Refuelling network designed to pro
Slide 16: Project benefits
Company Presentation | September 2023 Project benefits The Projects combined provide a number of Other project benefits benefits to Tasmania: • Delivering on the vision of the State • Green hydrogen production at scale Government’s Tasmanian Renewable Hydrogen Action Plan • Natural gas decarbonisati
Slide 17: Outlook
Company Presentation | September 2023 Outlook Financial close Grant and Approvals, community co-investment consultation complete, Commercial ARENA & HESTA water, network operations connection 1 production & st green hydrogen sales Construction Land & Offtake Notice to proceed, Powertracer constructi
Slide 18: HESTA platform agreement and ARENA
Company Presentation | September 2023 HESTA platform agreement and ARENA • Provides the framework for the establishment of Asset Vehicles to acquire the Group’s Green Hydrogen projects • Where HESTA decides to co-invest the parties will jointly own the Asset Vehicles with ReNu Energy responsible for
Slide 19: Key team members
Company Presentation | September 2023 Key team members Geoffrey Drucker Greg Watson Boyd White Executive Director, The Hon. Peter Gutwein ReNu Energy CEO & Company Executive Chairman, Non-executive Director, Secretary, ReNu Energy ReNu Energy Limited Managing Director, Countrywide Hydrogen Limited C
Slide 20: Countrywide Hydrogen's project pipeline
Company Presentation | September 2023 Countrywide Hydrogen’s project pipeline Artist impression Conscious Sustainable Investments 20
Slide 21: Hydrogen Portland
Company Presentation | September 2023 Hydrogen Portland Quality infrastructure: Renewable energy, port, gas and electricity networks Offtake market: Opportunities in road transport for timber, manufactured goods, and agriculture particularly dairy through 7R Logistics Export potential: Power and por
Slide 22: Melbourne Hydrogen Hub
Company Presentation | September 2023 Melbourne Hydrogen Hub Centrally located: Located in Melbourne’s northern suburbs Green power: Potential for behind-the-meter solar north of the city in Mitchell Shire First offtakes: Targeting offtakes from Metropolitan bus lines operating on Govt funded routes
Slide 23: International pipeline opportunities
Company Presentation | September 2023 International pipeline opportunities 1. Indonesia 2. India Behind-the-meter power Motivation from Indian local from a proposed 3.5GW business development solar farm on the Riau associates with Federal Archipelago (25kms from Government goal to establish Singapor
Slide 24: RNE investee portfolio
Company Presentation | September 2023 RNE investee portfolio Conscious Sustainable Investments 24
Slide 25: Portfolio overview
Company Presentation | September 2023 Portfolio overview 15% : $0.75m investment* 4.75% : $525,000 invested 14% : $1.5m invested 5% : $300,000 invested • Vaulta is a battery casing • Allegro Energy makes water- • Enosi is an energy software • Commercialising a patented, technology company based Redo
Slide 26: Investee portfolio update
Company Presentation | September 2023 Investee portfolio update • Origin Energy acquired a 5% stake in Allegro in June 2023 for $4m to support the staged development of a 60MWh pilot Redox Flow Battery at an Origin facility Portfolio of • Origin Energy has the opportunity to support Allegro investme
Slide 27: Q&A
Company Presentation | September 2023 Q&A Artist impression Conscious Sustainable Investments 27
Slide 28: Appendix
Company Presentation | September 2023 Appendix Artist impression Conscious Sustainable Investments 28
Slide 29: About Countrywide Hydrogen
Company Presentation | September 2023 About Countrywide Hydrogen • A renewable hydrogen project originator/developer • Projects add value to communities and economies by delivering zero emissions • Strong renewable energy experience • Focus on offtakes in logistics, natural gas decarbonisation and d
Slide 30: Site 1: Launceston (Western Junction)
Company Presentation | September 2023 Site 1: Launceston (Western Junction) Artist impression Conscious Sustainable Investments 30
Slide 31: Site 2: Hobart (Brighton Transport Hub)
Company Presentation | September 2023 Site 2: Hobart (Brighton Transport Hub) Artist impression Conscious Sustainable Investments 31
Slide 32: Site 3: Devonport
Company Presentation | September 2023 Site 3: Devonport • Two optional sites are being evaluated by Countrywide’s engineers, Wood, at Devonport Airport and Wesley Vale Mill. • Grid and water connectivity in the precinct is available as is road access for refuelling. • BTM power generation potential
Slide 33: Design and technology selection
Company Presentation | September 2023 Design and technology selection • Wood plc engaged for project definition, technology selection & basic design • 5MW Plug Power electrolysers at each site • Fabrum H35 Hydrogen Refuelling Station at each site • Wasco Australia as construction contractor • Ashurs
Slide 34: Contracting approach
Company Presentation | September 2023 Contracting approach • Mitigating integration risk ReNu Energy • Interface agreement (Trustee of Project Trust) • Agreement between contractors and project owner • Details the support each contractor must provide to other contractors and requires cooperation and
Slide 35: Target offtake profile & refuelling strategy
Company Presentation | September 2023 Target offtake profile & refuelling strategy Balance CH to be operator of HRS under 1% H2Co Energy brand 10 x Fuel Cell Trucks 30% Industrial Multiple customer uses 44% 2% TasGas natural gas displacement 25% …or 33 x Fuel cell trucks Artist impression Capacity f
Slide 36: Community
Company Presentation | September 2023 Community • 3P Advisory appointed to execute community engagement plan • 3P highly regarded by government, councils and communities • Community support required for Development Approval • Comprehensive plan includes collateral, meetings, access to information •
Slide 37: Contacts
Company Presentation | September 2023 Artist impression Contacts: Greg Watson: greg.watson@renuenergy.com.au Geoffrey Drucker: gd@countrywidehydrogen.com e: info@renuenergy.com.au w: www.renuenergy.com.au a: Corporate House, Kings Row 1, Level 2, 52 McDougall Street, Milton QLD, 4064 Australia Consc
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