Locality Planning Energy Holdings Limited · ASX:LPE
Locality Planning Energy — Investor Presentation (May 2021)
21 slides from Locality Planning Energy's investor presentation, May 27, 2021
Slide 1: Investor Presentation - LPE Investor Webinar announcement
27 May 2021 For personal use only Investor Presentation Locality Planning Energy Holdings Limited (ASX: LPE) (the “Company” or “LPE”) is pleased to provide investors and shareholders the latest investor presentation on the Company to be presented at the upcoming webinar. A copy of the investor prese
Slide 2: About LPE
For personal use only View video here: https://localityenergy.com.au/investors Authorised by the Board. For further information: Jane Morgan Investor and Media Relations jm@janemorganmanagement.com.au + 61 (0) 405 555 618 ENDS About LPE LPE is an electricity provider that specialises in innovative t
Slide 3: Company Overview: Creating Sustainable Communities of the Future
Company Overview May 2021 For personal use only Creating Sustainable Communities of the Future May 2021
Slide 4: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Locality Planning Energy Holdings Limited (LPE). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in LPE. You should not treat the contents of
Slide 5: What We Do
What We Do For personal use only Locality Planning Energy (ASX: LPE) is an electricity provider that specialises in innovative technology that creates sustainable apartment living through delivering behind the meter shared solar and battery energy solutions, carbon neutral centralised water heating
Slide 6: About LPE
About LPE For personal use only LPE became an authorised electricity retailer in 2014 and listed on the ASX in Jan 2016. Our vision is to empower people to save money and create sustainable communities of the future. LPE works with homes, businesses, and strata communities to provide the perfect beh
Slide 7: Embedded Networks
For personal use only Embedded Networks LPE is recognised as one of the largest residential embedded network operators in South East Queensland. Embedded networks enable communities to reduce network costs by connecting multiple apartments to the National Electricity Market through one single parent
Slide 8: Solar and Shared Solar
Solar and Shared Solar For personal use only LPE provide homes, businesses, and strata communities with solar solutions for all situations. We lead the way in creating sustainable communities of the future, through delivering innovative shared solar infrastructure to residential and commercial custo
Slide 9: Centralised Hot Water
For personal use only Centralised Hot Water Carbon Neutral Hot Water LPE are at the forefront of innovative electricity and utility supply solutions for strata communities and have developed a model that uses solar electricity combined with electric hot water systems to deliver low-cost sustainable
Slide 10: Retail Electricity
For personal use only Retail Electricity We supply thousands of residential and business customers with their day-to-day electricity needs. The LPE difference is that we are committed to local people and honest pricing, with our simple and easy to understand bills. LPE takes great pride in our excep
Slide 11: Highlights
Highlights Residential 85% vs SME 15% customer split Durable consumer stable end market segment For personal use only Contracted recurring revenues SME Innovative renewable generation Over 38,000 customers with the majority in long term contracts and a Residential current growth rate of over 30% per
Slide 12: Customer Growth
Customer Growth 6,213 For personal use only SME Customers 4,963 Our target growth is a further 10,000 Residential Customers customers this year, representing healthy growth of ~30% compared to the prior year. 1,390 In South-East Queensland, we expect to 34,082 continue to expand our market leading 1
Slide 13: Revenue Growth
Revenue Growth For personal use only $43M Financial year revenues comparisons LPE has delivered significant growth in December 2020 half year revenue customers, sales and gross profit. In $28M parallel, LPE continues to improve $25M productivity while investing in business $21M capability through pe
Slide 14: Financial Summary
Financial Summary For personal use only Key Financial Highlights Consolidated Statement of Cash Flows (AUD million) YTD YTD • Significant sales and gross profit growth Underlying Cash Flows From Operating Activities Mar-21 Mar-20 % Change of 32% and 33% respectively Receipts from customers 38.6 29.1
Slide 15: LPE Growth Strategy
LPE Growth Strategy For personal use only Exclusive shared solar-in-strata • Leverage sales team’s established body corporate networks • Providing access to solar electricity for all residents inside strata communities which was not possible before this launch • Over 300 proposals issued for both ou
Slide 16: LPE Growth Strategy
LPE Growth Strategy For personal use only Traditional electricity supply rollout to increase customer base • Ramp up sales directed to almost 6,000 customers per year who move out of embedded networks into retail supply agreements • Business sales team to continue our strategic growth (in the curren
Slide 17: Market Opportunity
Market Opportunity For personal use only Strata communities highly loyal, sticky customers with high switching costs; the ideal customer • Strata communities eligible for embedded networks use an estimated $940m of electricity per annum • Approximately 9% of Australia’s population live in apartments
Slide 18: Capital Structure
Capital Structure Market Data For personal use only Last Traded Price $0.18 Shares on Issue (m) 62.8 Market Capitalisation (m) $11.0 Net Debt (m) $(10.0) Enterprise Value (m) $21.6 52 Week High/ Low $0.38/ $0.155 Shareholders Co-founders, board Holder Shares % of SOI and management 28% HNW investors
Slide 19: Management Team and Board
Management Team and Board Justin is a co-founder of LPE and has over 21 years of ASX company experience having founded and helped companies from start-up to take-over/acquisition/public-listing stage. He has a proven track Justin Pettett record in identifying and maximising business opportunities in
Slide 20: Creating Sustainable Communities of the Future
Creating For personal use only Sustainable Communities of the Future joinLPE.com.au May 2021
Slide 21: Our Solutions
Our Solutions For personal use only Strata Solar and Battery Home Business Embedded networks Shared solar Home electricity Electricity Common area supply Home solar and battery New connections Commercial solar Centralised hot water solutions Common area solar and battery Temporary builder connection
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