Kalina Power Limited · ASX:KPO
Kalina Power — Investor Presentation (February 2025)
15 slides from Kalina Power's investor presentation, Feb 18, 2025
Slide 1: Developing up to 1.7 GW to Power Data Centres in Alberta
Developing up to 1.7 GW to Power Data Centres in Alberta For personal use only KALiNA Power Limited (ASX:KPO) Webinar Presentation - February 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Kalina Power Limited (“Kalina” or the “Company”). This presentation is not limited to environmental hazards, other acts of God or unfavourable operating conditions and losses, not a prospectus, product disclosure document or other offering document u
Slide 3: Corporate Snapshot
For personal use only Corporate Snapshot Financial Profile1 Top Shareholders Share Price AU$0.009 Sinalunga Pty Ltd (HNW) 16.6% Basic Shares O/S 2.74B Sassey Pty Ltd (HNW) 5.9% Market Cap AU$24.66m Ross MacLachlan (CEO) 4.3% Debt AU$0.0m Cash2 AU$0.76m Lions Bay Inc 3.6% Incentive Options1 281.8m Bo
Slide 4: Blackstone quote on digital infrastructure and power
For personal use only “Digital infrastructure and the need for power is one of the most exciting and critical investment themes of our time. We’re committed to being at the forefront of this megatrend…the next decade will bring tremendous value to investors who recognize the potential in this space.
Slide 5: Key Highlights
Key Highlights Framework Agreement Announced with Crusoe ▪ To jointly develop AI-focused Data Centres co-sited with KDP’s Power-CCS plants For personal use only ▪ Anticipates Crusoe to own and operate its AI Data Centres contracting for power from KDP’s owned and operated Power-CCS plants ▪ Anticipa
Slide 6: Project Overview
Project Overview AI-focused Data Centre co-sited with KDP’s Power-CCS plant Pipeline CO2 Stripped For personal use only delivering Exhaust Alberta Natural Gas ~ 36,300 GJ/d Data Centre CC Unit PCC Unit Captured CO2 Exhaust Gas ~ 1730 tonnes/d ▪ Computing Equipment ▪ Gas Turbine ▪ Exhaust Gas Cooler
Slide 7: Five Strategic Sites Secured for 1.7 GW
Five Strategic Sites Secured for 1.7 GW Current Capacity to Deploy ~1,700 MW of KDP’s Power-CCS Plants (1.7 GW) [1] Clairmont – 160 Acres Myers – 65 Acres - Co Sited [3] Each Power-CCS Plant: For personal use only Capacity for up to 1 x 170 MW Power-CCS Plant[1] Capacity for up to 2 x 170 MW Power-C
Slide 8: Framework Agreement With Crusoe Energy
Framework Agreement With Crusoe Energy Framework Agreement Future Growth For personal use only ▪ To jointly develop Crusoe’s AI-data centres Co- Potential for additional co-sited projects at all ▪ Sited with KDP’s 170 MW Power-CSS plants Crusoe to own and operate its AI Data Centres, 1 ▪ three initi
Slide 9: Alberta: One of the World's Top Data Centre Destinations
Alberta: One of the World’s Top Data Centre Destinations ▪ Alberta Government is targeting $100 billion or more of data centre investment over the next five years ▪ As of Jan 2025, ~6.4 GW of incremental load-only grid connection applications for data centres have been made For personal use only (do
Slide 10: Significant Recent Third-Party Sales Activity in Alberta
Significant Recent Third-Party Sales Activity in Alberta Potential for near-term asset sale of one or more KDP project sites to fund KDP portfolio development 1 Captus Energy, a subsidiary of Calgary-based BTG Energy recently negotiated the sale of its site for C$27 million to NASDAQ listed Gryphon
Slide 11: Project Development Funding Strategies
Project Development Funding Strategies Investment Strategy ▪ Developing projects through Pre-FEED, FEED and construction ▪ Financing each stage at progressively higher valuations as For personal use only projects are de-risked ▪ Anticipated contributions from Stakeholders including data Development
Slide 12: Pathway to Value Creation - Highlights
Pathway to Value Creation - Highlights Each phase from Pre-FEED to Construction to attract Sale of each Project Significant premium to progressively higher valuations on each capital project equity & KPO’s use only investment as the projects are de-risked current valuation COD: (Commercial Operation
Slide 13: Experienced Board of Directors
Experienced Board of Directors Highly Accomplished Board and Development Team with +20,000 MW of Global Power Development Experience Stephen White Ross MacLachlan Matthew Jenkins Peter Littlewood Timothy Horgan Malcolm Jacques For personal use only Chairman Managing Director and CEO Director, Canada
Slide 14: Experienced Development Team
Experienced Development Team Highly Accomplished Development Team Capable of Delivering Successful Energy Projects in Alberta Bob Rosine Geoff Krause CPA CA Doug Shaigec P.Eng. Ken Spinner P.Eng. Julia Ciccaglione MSc. Geoff Scott P.Eng. MBA For personal use only Alberta General Manager Chief Financ
Slide 15: Summary: Questions
Summary: Questions Framework Agreement Announced with Crusoe • To jointly develop AI-focused Data Centres co-sited with KDP’s Power-CCS plants For personal use only • Anticipates Crusoe to own and operate its AI Data Centres contracting for power from KDP’s owned and operated Power-CCS plants • Anti