Agl Energy Limited · ASX:AGL
Agl Energy — Investor Presentation (October 2004)
9 slides from Agl Energy's investor presentation, Oct 22, 2004
Slide 1: Mark Harper, Group General Manager Operations
Mark Harper, Group General Manager Operations
Slide 2: Agility Growth: Yesterday to Today
Agility Growth Yesterday to Today Represented in every state and territory 2
Slide 3: Gaining Market Ground
Gaining Market Ground Building a strong client base 3
Slide 4: Diversified Portfolio
Diversified Portfolio 2001/2002 2003/2004 $359.1m $404.3m 9% 17% Third Party Third Party AGL AGL 28% Related 15% Related AGL AGL 63% 68% Targeting 25% revenue from third parties 4
Slide 5: The Market
The Market Total Market - $16.8b Average Annual Capex & Opex Target Market Adjacent Market $9.2b $7.6b Water $4.9b Telecommunications $4.3b Gas Transmission $0.6b Power Generation Gas Distribution $2.5b $0.5b Electricity Transmission Electricity Distribution $0.8b $3.2b Operating in a market with si
Slide 6: Market Opportunities
Market Opportunities Under Investment Ageing Assets Regulatory Pressure Evolving Markets Operating in a market with significant challenges 6
Slide 7: Market Proposition: Value created for the Client
Market Proposition Strategic options Strategic balancing risk, regulation & returns Value created for the Client Asset Management Planning & scoping of Asset capital and operating expenditure Management Design, resourcing and purchasing strategies, Strategic policies, standards and procedures Asset
Slide 8: Agility Today and Tomorrow
Agility Today and Tomorrow Leading infrastructure services provider 8
Slide 9: Mark Harper, Group General Manager Operations
Mark Harper, Group General Manager Operations