Locality Planning Energy Holdings Limited · ASX:LPE
Locality Planning Energy — Investor Presentation (August 2022)
13 slides from Locality Planning Energy's investor presentation, Aug 1, 2022
Slide 1: Profiting from transformative restructure
Locality Planning Energy (ASX:LPE) Profiting from transformative restructure August 2022
Slide 2: Disclaimer
Disclaimer 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 this presentation, or
Slide 3: About us
About us Fast-growing and innovative Saving money and creating Planned utilisation of renewable electricity provider to strata sustainable communities for the energy to power digital currency communities with long term future with no upfront costs, and data centres sustainably to electricity, hot wa
Slide 4: Profiting from transformative restructure
Profiting from transformative restructure Restructure to deliver $30m, the majority over 12 months Grow strata Develop No debt customers Biohub • Pay-off BlackRock • 28k FY2022 • Operational by Q4 • Recapitalise • 33k FY2023 + CY2022 potential M&A • Digital currency uplift option 4
Slide 5: No debt: recapitalised for growth
No debt: recapitalised for growth Exiting the on-market segment, with customer-base dropping ~90% to ~2,000 delivers $30m inflow: $8m released from cash backed credit support $22m from closing wholesale electricity hedge positions Key positives: Progress to net cash position within 12-mont
Slide 6: Restructuring delivers profitable FY22
Restructuring delivers profitable FY22 “LPE was one of the first retailers to Preliminary unaudited earnings highlights: adjust prices and encourage its on- market customers to leave and find a better alternative with other Revenues: $68.6m (2021: +19% YoY $57m), with 80% of on-market providers. T
Slide 7: Strata: the ideal customer profile
Strata: the ideal customer profile Strata communities are highly loyal and sticky $940m 10% QLD & NSW $13bn Strata communities eligible Australia’s population that Queensland has over 45,000 Australia’s total energy for embedded networks use live in apartments or strata schemes and 431,000 market is
Slide 8: Strata: expanding footprint rapidly
Strata: expanding footprint rapidly FY23 guidance: +4,500 customers to ~32,500, with M&A activity delivering incremental upside Embedded Network Centralised Hot Water M&A Solutions Takeovers of existing embedded Carbon neutral centralised hot Huge consolidation opportunity networks and development w
Slide 9: Vertically integrated renewable assets
Vertically integrated renewable assets Renewables, Digital Currency & Data Centers LPE entering renewable energy generation via the Bundaberg BioHub Key tenant is Stak Mining – a digital currency miner, with operations to commence in Q4 CY22 9
Slide 10: Significant discount to SOTP valuation
Significant discount to SOTP valuation Currently trading at a 73% discount to sum of parts value, while ignoring the value of LPE’s unique IP and significant upside potential from the BioHub. AEMO credit support* $3m Sum of the parts Closed hedge book value** $20m Net cash $4.0m Debt ($19m) Net inve
Slide 11: Corporate Snapshot
Corporate Snapshot Key Metrics Major Shareholders Shareholder Breakdown ASX CODE: LPE Holder Shares % of SOI 10% CEO and Chairman Share Price (price @ 29/7/22) $0.06 Fernsha Limited 15,477,657 9.04 Shares on Issue (m) 171.2 Justin Pettett (Chairman) 9,365,000 5.4 56% Top 20 Market Capitalisation (m)
Slide 12: Board of Directors
Board of Directors Justin Pettett Damien Glanville Kathryn Giudes Barnaby Egerton-Warburton Non-Executive Chairman Managing Director & CEO Non-Executive Director Non-Executive Director Co-founder of LPE with over 21 years Co-founder of LPE with over 18 years’ Kathryn was previously the Senior Over 2
Slide 13: Contact
Contact Justin Pettett Non-Executive Chairman jpettett@localityenergy.com.au 1800 040 168 Investor and Media Relations Jane Morgan jm@janemorganmanagement.com.au +61 405 555 618 investors.joinlpe.com.au 13
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