Apa Group · ASX:APA

Apa — UBS Utilities Conference 2012

18 slides from Apa's conference presentation, Jun 15, 2012

  1. Slide 1: ASX Release cover letter

    For personal use only ASX RELEASE 15 June 2012 The Manager ASX Market Announcements Australian Securities Exchange 4th Floor, 20 Bridge Street Sydney NSW 2000 Electronic Lodgement Dear Sir or Madam Company Announcement I attach the following announcement for release to the market: • Presentation - G

  2. Slide 2: Contact and About APA Group

    For personal use only ASX RELEASE 15 June 2012 For further information please contact: Investor enquiries: Media enquiries: Chris Kotsaris David Symons Investor Relations APA Group Cato Counsel Telephone: (02) 9693 0049 Telephone: (02) 9212 4666 Mob: 0402 060 508 Mob: 0410 559 184 Email: chris.kotsa

  3. Slide 3: Growth over the long term

    For personal use only Growth over the long term Ross Gersbach Chief Executive Strategy and Development UBS Utilities Conference 15 June 2012

  4. Slide 4: Disclaimer

    Disclaimer For personal use only This presentation has been prepared by Australian Pipeline Limited (ACN 091 344 704) the responsible entity of the Australian Pipeline Trust (ARSN 091 678 778) and APT Investment Trust (ARSN 115 585 441) (APA Group). Summary information: This presentation contains su

  5. Slide 5: APA is well positioned in a growing industry

    APA is well positioned in a growing industry Australia’s largest natural gas pipeline owners For personal use only  Unrivalled gas asset footprint – Largest transporter of natural gas across Australia DUET 1,480 km – 80% Dampier Bunbury Pipeline Singapore 1,800 km – Eastern Gas Pipeline , Queenslan

  6. Slide 6: Developing a national energy infrastructure footprint

    Developing a national energy infrastructure footprint For personal use only June 2000 June 2012 Transporting 25% of gas used Transporting 50% of gas used Over 12 years …  Increasing ownership of key assets APA has developed an  Acquiring interconnected assets interconnected energy  Constructing n

  7. Slide 7: Future growth

    Future growth For personal use only APA’s growth opportunities over the … satisfying APA’s key investment next decade … criteria  Pipeline infrastructure for  Strategic – investment fit and ability to power generation and mining projects extract synergies with APA’s assets, expertise and customer

  8. Slide 8: Increasing demand for gas, driven by electricity generation

    Increasing demand for gas, driven by electricity generation 3,000 Outlook for gas consumption 36% For personal use only 2,500 Primary consumption (PJ) 30%  Growth in gas volumes (1) 2,000 Share of total (%) 24% – Average annual growth rate of 3.4% pa over the next 20 PJ 1,500 18% years (compared wi

  9. Slide 9: Good reasons for gas-fired generation

    Good reasons for gas‐fired generation For personal use only  Reduced carbon emissions – Produces 30% to 50% of the emissions produced by current coal technologies in generating electricity  Quick start generation – Suitable for managing peak demand – Provides ‘natural hedge’ for electricity retail

  10. Slide 10: Well positioned infrastructure for gas-fired generation

    Well positioned infrastructure for gas‐fired generation For personal use only  APA infrastructure benefit for generators – Incrementally expand pipeline capacity – Deliver gas from multiple sources – Supply security Eastern WA & NT Generation (MW) market market Gas generation Existing ‐ network 9,8

  11. Slide 11: Developing energy infrastructure

    Developing energy infrastructure For personal use only Developing energy infrastructure that leverages APA’s existing infrastructure, expertise and customer relationships  Strong energy infrastructure service provision  Understanding the market and our customers to develop a suite of tailored serv

  12. Slide 12: Diamantina Power Station – a low-risk investment

    Diamantina Power Station – a low‐risk investment For personal use only An APA and AGL Energy power generation development to supply energy users in Mt Isa and surrounding regions  Energy efficient – 242 MW combined cycle plant, with high energy efficiency of 55% (compared with 35% for coal fired) –

  13. Slide 13: Infrastructure provider in WA energy precinct

    Infrastructure provider in WA energy precinct For personal use only Emu Downs wind farm acquisition  Acquired at attractive multiples – FY12 EBITDA multiple of approx. 8.5 times – Includes 130 MW wind farm development rights on an adjacent site  Delivering secure earnings – Long term revenue contr

  14. Slide 14: Developing gas storage - Mondarra expansion

    Developing gas storage ‐ Mondarra expansion For personal use only Interconnected gas storage provides for supply and demand balancing, as well as supply security Mondarra Gas Storage Facility (Western Australia)  Underground gas storage (depleted gas reservoir) connected to Parmelia Gas Pipeline (A

  15. Slide 15: Developing APA's energy investment business

    Developing APA’s energy investment business For personal use only APA’s energy investments leverage internal capabilities, both people and systems  Co‐investing in secure, relatively low growth energy infrastructure assets and businesses, together with … Providing a mix of asset management, operati

  16. Slide 16: Conclusion

    Conclusion For personal use only  APA is well positioned in a growing market – Continuing to expand and enhance our energy infrastructure portfolio across Australia in line with increasing demand for gas and energy  Focused growth for the long term – Developing opportunities that leverage APA’s in

  17. Slide 17: APA asset and investment portfolio

    APA asset and investment portfolio For personal use only APA Group: UBS Utilities Conference, June 2012  15

  18. Slide 18: For further information contact

    For personal use only For further information contact Delivering Australia’s energy Chris Kotsaris Investor Relations, APA Group Tel: +61 2 9693 0049 E‐mail: chris.kotsaris@apa.com.au or visit APA’s website www.apa.com.au

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