Genesis Energy Limited (GNE) Q4 2023 Earnings Call

Investor webinar replay

Replay transcript excerpt

Kia ora koutou. Ngā mihi ki te mana whenua. Rau rangatira mā. Tēnā koutou. Good morning, everyone. I'm Malcolm Johns, Chief Executive of Genesis Energy. On behalf of the board and our executive team, and all the Genesis employees from around New Zealand, welcome to our 2023 Investor Day here at Rāhui Pōkeka, Huntly. As we get underway, I'd ask you to note the disclaimer which is available on the NZX and our website with today's presentation. Allow me to run through the agenda for us today quickly. Firstly, I'll provide a high-level overview of Gen35, our 10-year strategy reset to drive strategic value into shareholder value. We'll then welcome Rob Coe from Morgan Stanley in Melbourne, who will give us an overview of what's been happening in the Australian energy equity market around ESG investing for the transition. Rob is an experienced sell-side analyst specialising in utilities infrastructure, energy and ESG. No doubt, we've all been following the battle for Origin's transition value in Australia. and that is exactly the reason Rob will have to join us today via video link. For those present, following Rob's presentation, we will run three breakout sessions, each focusing on a pillar of Gen 35, electrification, wholesale flexibility, and renewables growth. Following lunch, we'll take a tour of Huntly Power Station, We will then regroup back here and rejoin those online for a presentation on our reset strategy for technology and transformation. And saving the best until last, our CFO, James Spence, will walk us through our improved financial outlook and investor value proposition. If we can stay on schedule, we'll have time for a panel Q&A at the end before we enjoy refreshments and head back to Auckland. If there are any additional discussion points that you feel ...