Pilot Energy Limited · ASX:PGY

Pilot Energy — Investor Presentation (May 2020)

10 slides from Pilot Energy's investor presentation, May 13, 2020

  1. Slide 1: Charting a new course

    Charting a new course Organizational changes & new focus Pilot Energy Limited ASX:PGY May 2020

  2. Slide 2: Future investment case

    Future investment case  Rapid transition of Australian energy landscape to one that is predominately supplied by renewable energy requires new energy solutions to flatten the energy supply profile  Delivery of “firming” energy solutions is essential across the entire energy supply and delivery val

  3. Slide 3: New Appointments and Board

    New Appointments and Board Brad Lingo, Chairman  25+ years international senior executive  Upstream/midstream energy, energy infrastructure, finance  Drillsearch, CBA, AGL, Sunshine Gas, Epic Energy, El Paso Corp  Proven track record of creating & growing shareholder value Dr Guoping Bai, Non-Ex

  4. Slide 4: The Plan

    The Plan Storage and dispatchable capacity – Central Case AEMO, Integrated System Plan- 2020 Draft  Focused on the Australian energy transition  Becoming firming energy solution provider  Retasking existing assets  Acquiring complementary assets Installed capacity – Central Case AEMO, Integrated

  5. Slide 5: Three pillar strategy – Gas, Storage & Renewables

    3 pillars of the Firming Energy strategy Gas Storage Market Renewables Three pillar strategy – Gas, Storage & Renewables 5

  6. Slide 6: Australian Energy Market

    Australian Energy Market Eastern Australia Gas Supply & Demand Projected eastern and south-eastern Australia gas production (export LNG and domestic) – existing projects, and committed and anticipated developments; Central scenario, 2020-39 –AEMO Gas Statement of Opportunities 2020  Rise of renewab

  7. Slide 7: Approach

    Approach  Restructure Board and management team  Delivery focussed  Performance based remuneration model  Build and leverage competitive and unique advantages  Strategy and fundamentals drive decisions, opportunity selection  Pursue value accretive energy investment opportunities Results focus

  8. Slide 8: Next steps

    Next steps  Strategy driven identification of prospective project opportunities  Early identification of candidate projects commenced  Currently high-grading prospective projects  Prioritising projects with clear development paths  Focus on projects with opportunity for near-term cash flow gene

  9. Slide 9: Important notice and disclaimer

    Important notice and disclaimer This presentation may contain certain statements and projections provided by or on behalf of Pilot Energy Ltd (PGY) with respect to the anticipated future undertakings. These forward-looking statements reflect various assumptions by or on behalf of PGY. Accordingly, t

  10. Slide 10: Pilot Energy Limited

    Pilot Energy Limited Level 12 225 George Street Sydney NSW 2000 www.pilotenergy.com.au Phone: +61-2-8016-2819 Email: info@pilotenergy.com.au

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