Janus Electric Holdings Limited · ASX:JNS
Janus Electric — ReNu Energy — Shareholder Meeting (November 2018)
15 slides from Janus Electric's shareholder meeting presentation, Nov 28, 2018
Slide 1: 2018 Annual General Meeting
2018 Annual General Meeting 28 November 2018
Slide 2: Disclaimer
Disclaimer The material in this presentation has been prepared by ReNu Energy Limited (ABN 55 095 006 090) and is general background information about ReNu Energy’s activities current as at the date of this presentation. This information is given in summary form and does not purport to be complete.
Slide 3: Highlights
HIGHLIGHTS Entry into an Alliance Agreement with Resonance Industral Completion of Solar PV Embedded ‘Water Infrastructure Fund Limited (RIWIF) with the intention to jointly develop a $100m bioenergy portfolio: Coneed ie Network construction and Enter Sale and Purchase Share Purchase Plan cision com
Slide 4: Our Operations
1 & AJ BUSH BIOENERGY PROJECT OUR OPERATIONS oration —_EEaIC seen) a Sze ~_AMWAC = Expected Generati 3.3GWh in FY19 5 i, 5 MW Commercial Operations 2071 = 1 e OF GENERATION UNDER MANAGEMENT. 2 8 GOULBURN BIOENERGY PROJECT (INCREASE OF 4.35MW FROM FY17) fea PRN ; ae] Size 1.6MW AC , | ta Expected Gen
Slide 5: FY18 - Health and Safety & Environment
FY 18 - Health and Safety & Environment For the twelve months to June 2018, ReNu Energy recorded zero lost time injuries and zero medical treatment injuries. 17
Slide 6: FY18 – Strengthening financial position
FY18 – Strengthening financial position Three new generation projects came online during FY18, contributing to an improved result. ✓ Revenues up 46% to $1.3m ✓ EBITDA improved by $0.9m to $4.7m (loss) 2018 2017 Movement $000 $000 $000 EBITDA – by business segment Bioenergy (121) (1,489) 1,368 Solar,
Slide 7: Solar PV operations - Update (FY19 YTD)
Solar PV operations- Update (FY19 YTD) ReNu Energy is now supplying solar electricity to all four of its shopping centre Solar PV Embedded Network projects. • Retail to common areas with solar PV supply covering on average: o ~ 41% of demand Murray Bridge o ~ 48% of demand Mount Gambier o ~ 91% of d
Slide 8: Bioenergy Projects – Update (FY19 YTD)
Bioenergy Projects – Update (FY19 YTD) Goulburn Bioenergy Asset AJ Bush Bioenergy Asset • Commissioned in February 2018 • Power Purchase Agreement to 2031 • 1.6MWe CAT Installation - 2x 800kW • Supply of 1,060 MWh year to date • Supplied ~1,240 MWh year to date, approx. • Currently investigating gen
Slide 9: FY19 – Year to date Environment outcomes
FY 19 – Year to date Environment outcomes In the first four months of FY19 we have: CO2 3,964 tonne 428 homes 849 cars of CO2 avoided* = of CO2 E emissions of = 849 cars off the road 428 homes for one for one year year *Avoided tCO2-e by displacing grid electricity & abated tCO2-e of methane 21
Slide 10: Moving forward
Moving forward ReNu Energy continues to focus on four strategic growth areas:
Slide 11: Strategic Direction
Strategic Direction Our Goal • • • Immediate Focus (FY19
Slide 12: Strategic Direction
Strategic Direction How we will get there FOCUS ON GROWTH AREAS PROVEN TECHNOLOGIES Focusing on projects within our four strategic We use commercially proven renewable business growth areas: energy technologies. 1 Bioenergy Power Purchase Agreements; 2 Solar PV Power Purchase Agreements; 3 Solar PV
Slide 13: Project Opportunity Pipeline
Project Opportunity Pipeline Significant portfolio of near-term Solar PV installations (>50MW) and Bioenergy (>25MW) project opportunities in the pipeline.
Slide 14: Funding growth
Funding growth Capital allocation and management remains the top priority • Capital reserves boosted in FY19 (YTD) by: – Entitlement offer (July 2018) - $1.27m before costs – Proceeds from new Bioenergy Alliance partner at Goulburn Bioenergy project - $2.8m (July 2018) • $3.0 million cash as at 30 S
Slide 15: Thank you Questions
ReNu ENERGY Thank you