Genesis Energy Investor Presentation
KEY INFORMATION
Revenue:
EBITDAF:
Dividend Yield:
Share Price:
Market Capitalisation:
Average Daily Turnover:
Credit Rating:
SUPPLYDEMAND
DEMAND
SUPPLY
DEMAND
SUPPLY
0
10
20
30
40
50
60
70
Aug-13Feb-14Aug-14Feb-15Aug-15Feb-16Aug-16Feb-17
SOLAR –INSTALLED CAPACITY (MW)
IndustrialCommercialSmall Medium EnterprisesResidential
$0.00$0.05$0.10$0.15$0.20$0.25
2022
2017
UNSUBSIDISED SOLAR STORAGE LCOE
1
-(US$/kWh)
Solar LCOEStorage LCOE
Source: Deutsche Bank Estimates
•
•
•
‒
‒
•
•
Portugal
Germany
Poland
Turkey
Italy
Slovak Republic
Denmark
Greece
Czech Republic
Ireland
Hungary
Slovenia
Chile
Japan
Belgium
Austria
Estonia
Netherlands
United Kingdom
France
Australia
New Zealand
Luxembourg
Finland
Sweden
Switzerland
Israel
Mexico
Korea
United States
Canada
Norway
0
50
100
150
200
250
300
350
400
INTERNATIONAL COMPARISON OF RESIDENTIAL ELECTRICITY COSTS
14
FY17
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Acquisitions
$360m
Dividend
$166m+ pa
$50-60m pa
capex
Split between
stay in business
and growth
1
EPS growth of
c.5-10%
Progressive growth c.7%
yield
Weighted average
organic earnings growth
of c.2-3%
Targeted TSR of
>14%
Debt
funded
Cash
funded
•FY18 EBITDAF guidance range of $345 to $365 million including increased share of Kupe and transaction
costs associated with acquisition of Nova Energy Retail LPG business
•Target earnings profile remains to deliver $400+ million of EBITDAF in FY21 and a top quartile total
shareholder return
Thank You
____
Chief Executive
____
Thank You
Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.
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