Locality Planning Energy Holdings Limited · ASX:LPE
Locality Planning Energy — Investor Presentation (November 2023)
13 slides from Locality Planning Energy's investor presentation, Nov 1, 2023
Slide 1: Locality Planning Energy (ASX:LPE) November 2023
For personal use only Locality Planning Energy (ASX:LPE) November 2023
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Locality Planning Energy Holdings Limited (LPE). It does under statute or otherwise), or under the Australian Securities and Investments Commission Act not purport to contain all the information that a prospective investor may require in connection 2
Slide 3: About us
About us For personal use only Electricity provider to strata Servicing the Queensland One of the largest communities: energy market: residential embedded leaders in innovative, bespoke providing electricity, hot water, network operators in energy solutions, reducing solar and battery systems Queens
Slide 4: Creating value powering strata communities
Creating value powering strata communities For personal use only High value customers Strong recurring Compelling market Near-term goals Experienced Board on long term energy predictable revenues fundamentals & Management supply contracts Team • LPE provides customers • Predictable contracted • Quee
Slide 5: Embedded networks
Embedded networks For personal use only • Aggregating electricity for a community via one market facing meter (the “parent meter”) where all apartments connect to the parent meter reducing network costs i.e. “one charge spread over many” • Electricity is supplied to individual apartments via dedicat
Slide 6: Solar Off-Set Centralised Hot Water
Solar Off-Set Centralised Hot Water For personal use only LPE installs, maintains and owns the hot water plants, entering into long-term infrastructure and supply agreements – key positives comprise: • Building decarbonisation, switching to an electric system that powers heating services through ren
Slide 7: FY23 financial results
FY23 financial results Audited FY23 Highlights: For personal use only Revenues: $40m (FY22: $69.4m) after exiting the on-market customers primarily churned in FY22. Made up of $38.6m in sales, $0.75m in accrued interest from the BioHub and $0.65m in other interest and revenues Net loss: $12m (FY22:
Slide 8: Key FY24 profitability drivers
Key FY24 profitability drivers For personal use only Forecasting a moderate return to profitability in FY24 driven by customer pricing adjusted to market, expanding customer base and EBITDA margin recovery: • Delivered a strong Q1 FY24 performance post re-organisation, with key highlights including
Slide 9: Strata: the ideal customer profile
Strata: the ideal customer profile Strata communities are highly loyal and sticky For personal use only $10.4bn 12% QLD $1.2bn Queensland's total Queensland’s Queensland has over Strata communities energy market is worth population that live in 54,000 schemes eligible for embedded ~$10.4bn/yr with ~
Slide 10: Outlook: transition to profitability underway
Outlook: transition to profitability underway For personal use only • Organic and acquisition driven growth from the core embedded network business underway and creating value • Remaining the prominent supplier for Queensland’s strata communities through offering an innovative product suite • Strong
Slide 11: Corporate Snapshot
Corporate Snapshot For personal use only Key Metrics Major Shareholders ASX CODE: LPE Holder Shares % of SOI Share Price (price @ 31/10/23) $0.047 Fernsha Pty Limited 18,119,843 11.9 Shares on Issue (m) 178.1 Mr Stanislav Michael Kolenc 12,762,587 7.1 Market Capitalisation (m) $8.37 Justin Pettett (
Slide 12: Board of Directors
Board of Directors For personal use only Justin Pettett Damien Glanville Kathryn Giudes Barnaby Egerton-Warburton Simon Tilley David Jarjoura Stan Kolenc Non-Executive Chairman Managing Director & CEO Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Non-Exe
Slide 13: Contact
Contact For personal use only Authorised by the Board Justin Pettett Non-Executive Chairman jpettett@localityenergy.com.au 1800 040 168 investors.joinlpe.com.au Locality Planning Energy | November 2023 13
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