Tlou Energy Ltd · ASX:TOU
Tlou Energy — Investor Presentation (April 2020)
17 slides from Tlou Energy's investor presentation, Apr 30, 2020
Slide 1: Tlou's Gas and Solar Power Solution
Tlou Energy Limited Tlou’s Gas and Solar Power Solution Cleaner energy vision for Botswana and beyond
Slide 2: Disclaimer
Disclaimer This presentation (Presentation) has been prepared by Tlou Energy Limited (Tlou). The Presentation and information contained in it is being provided to shareholders and investors for information purposes only. The information contained in this disclaimer does not constitute an offer, invi
Slide 3: About Us: Cleaner Energy in Sub-Saharan Africa
Cleaner Energy in Sub-Saharan Africa ➢ In addition to a standalone Gas-to-Power project, a power solution combining solar with Tlou’s existing gas is proposed ➢ Gas can be the “battery” to support solar ➢ Environmental approval for 20MW of gas- fired power and 20MW of solar achieved About Us ➢ Envir
Slide 4: Location
Location Tlou’s cleaner energy power project is planned to be connected to the existing electricity network at Serowe Tlou Energy Limited 4
Slide 5: Gas and Solar - Advantages
• The Tlou approach is unique in Botswana • Offers potential 24-hour baseload and peaking power compared to stand-alone solar • Combining gas and solar creates an enormous expansion opportunity • Solar can compliment gas generation as the project grows • Tlou’s objective is to supply much cleaner en
Slide 6: Board
Board Martin Gabaake G. Colm McIver Gabaake Cloonan Non-Executive Chair Executive Director Finance Director & CFO 20 years experience in finance Geologist, former Botswana Finance professional; and mining services Permanent Secretary at 20 years experience including Ministry of Minerals Energy & pow
Slide 7: Power issues in Southern Africa
Power issues in Southern Africa Over-reliance on A Changing Carbon Intensive Solar Needs Gas Environment Power Power Deficits Support Grid Stability Momentum towards Existing electricity is Regional power supply is Gas provides ideal Solar projects need to be cleaner energy to prevent produced large
Slide 8: Tlou's Hybrid Gas and Solar Power Solution
Tlou’s Hybrid Gas and Solar Power Solution Unlike stand-alone solar projects, Tlou’s solution combining gas and solar can provide baseload and peaking power when the sun is not shining Tlou Energy Limited 8
Slide 9: Project Details
Project Details Pathway to Ready to Go ‘Battery’ Back-up Optimum Location Scalable Solution Revenue • Tlou’s initial gas- • Cleaner baseload • First electricity • Botswana is an • Solar power has to-power and peaking sales ~12 ideal location to virtually generation power to be months from base a sol
Slide 10: Huge Social and Economic Benefits
Huge Social and Economic Benefits Powering Botswana’s communities Other potential benefits of Tlou’s project include: • Allowing farms and communities to become more productive using reliable and cleaner power. Very supportive local stakeholders • Facilitating clean cooking by reducing the need to b
Slide 11: Environmental, Social and Governance
Environmental, Social and Governance In addition to the direct benefits from Tlou’s projects, the Company supports various groups to enhance the lives of the local population and regional communities Moralane Y-Care ❖ Village Community Development Initiative ❖ Charitable Trust • Consultation with lo
Slide 12: Environmental, Social and Governance continued
Environmental, Social and Governance continued Broadcasters Organisation Sandvelt Farmers ❖ Youth organisation, to promote academic excellence ❖ Western Sandvelt Farmers Association in primary schools • Local group aiming to establish sustainable business in the • 300 primary schools working with th
Slide 13: Market Opportunity
Market Opportunity 600+ MW $100+ m • Current power demand in Botswana alone • Estimated cost of imported power to Botswana annually • Botswana’s electricity is currently produced from either high CO2 emitting coal or diesel, • Environmental cost of coal and diesel fired or provided by expensive and
Slide 14: Project Participants & Regional Issues
Project Participants & Regional Issues Tlou and Project Partner Regional Issues • Tlou Energy has been a cleaner energy pioneer • Most solar projects in the region lack baseload support and • Invested over $50million to date to develop gas as a supply flexibility so threaten grid stability cleaner b
Slide 15: Growth Strategy
Growth Strategy Scalable Cleaner Energy Solution Phase 1 Phase 2 Phase 3 • Conclude Project Finance • Integration of solar with • Expansion to 100+MW gas fired ‘battery’ possible • Build a 66kV power line generation to provide 24- ready for grid connection • Aim to play a pivotal role hour cleaner e
Slide 16: Solar Technical Overview
Solar Technical Overview In conjunction with our advisors, various solar panels are being considered for use in the project Trina Solar Panels Specifications (Under Consideration) • Duomax half-cell dual glass 72 layout module • Monocrystalline • 380-410W power output range • 20.2% maximum efficienc
Slide 17: Tlou's cleaner energy solution
Tlou’s cleaner energy solution ✓ Tlou Energy is planning a combined gas “battery” and solar power generation solution ✓ A unique cleaner energy project for Botswana ✓ Once the project is up and running, aiming to expand to 25+MW ✓ Access to abundant land for expansion ✓ Significant potential Environ