Energy Technologies : EGY AGM Presentation November 2021

onlyuseEnergy Technologies Limited

A specialised cable & wires manufacturer supplying the high value infrastructure sector

(ASX:EGY)

AGM Presentation

November 2021

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Important Notice & Disclaimer

onlyThis presentation has been prepared by Energy Technologies Limited (EGY or the C mpany). It should not be considered as an offer or invitation to subscribe for, or purchase any shares in EGY or as an inducement to purchase any shares in EGY. No agreement to subscribe for securities in EGY will be entered into on the basis of this presentation or any information, opinions or conclusions expressed in the course of this

usepr s ntation.

This presentation is not a prospectus, product disclosure document, or other offering document under Australian law or under the law of any other jurisdiction. It has been prepared for information purposes only. This presentation contains general summary information and does not take into account the investment objectives, financial situation and particular needs of an individual investor. It is not a financial product advice and the Company is not licensed to, and does not provide, financial advice.

personalThis presentation may contain forward-looking statements which are identified by words such as 'may', 'could', 'believes', 'estimates', 'targets', 'expects', or 'intends' and other

similar words that involve risks and uncertainties. These statements are based on an assessment of past and present economic and operating conditions, and on a number of assumptions regarding future events and actions that, as at the date of this presentation, are expected to take place. Such forward-looking statements do not guarantee of future perf rmance and involve known and unknown risks, uncertainties, assumptions and

ther important factors many of which are beyond the control of the Company, its Directors and management.

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Although the Company believes that the expectations reflected in the forward looking statements included in this presentation are reasonable, none of the Company, its Directors or officers can give, or gives, any assurance that the results, performance or achievements expressed or implied by the forward-looking statements contained in this document will actually occur or that the assumptions on which those statements are based are exhaustive or will prove to be correct beyond the date of its making.

Readers are cautioned not to place undue reliance on these forward-looking statements. Except to the extent required by law, the Company has no intention to update or revise forward-looking statements, or to publish prospective financial information in the future, regardless of whether new information, future events or any other factors affect the information contained in this presentation.

Readers should make their own independent assessment of the information and take their own independent professional advice in relation to the information and any proposed action to be taken on the basis of the information. To the maximum extent permitted by law, the Company and its professional advisors and their related bodies corporate, affiliates and each of their respective directors, officers, management, employees, advisers and agents and any other person involved in the preparation of this presentation disclaim all liability and responsibility (including without limitation and liability arising from fault or negligence) for any direct or indirect loss or damage which may arise or be suffered through use of or reliance on anything contained in, or omitted from, this presentation. Neither the Company nor its advisors have any responsibility or obligation to update this presentation or inform the reader of any matter arising or coming to their notice after the date of this presentation document which may affect any matter referred to in the presentation.

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EGY Corporate Overview

	Key Metrics			Share Price ($)
	Fully paid shares on issue (m)	272.2		12 month high	0.18
	Optio s on issue (m)	25.0		12 month low	0.075
	Last traded price ($)	0.10	30/6/2020	0.123
	Market capitalisation ($m)	27.2	31/6/2021	0.159
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S urce: IRESS, Sentieo, Computershare
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	Top 5 Shareholders
	J P Morgan Nominees Australia Pty Limited	67,737,817	24.9%
	Cashel Family Office		19,987,346	7.3%
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	Advance Cables Pty Ltd		10,782,839	3.9%
	S m da Street Nominees Pty Ltd		9,977,560	3.7%
	Alfred Chown (MD & Founder)		8,243,575	3.0%
	Other shareholders (#933)		155,546,077	57.1%
	Total		272,275,214	100.0%

S urce: IRESS, Sentieo, Computershare

Board of Directors

Brian Jamieson	Mr. Jamieson has over 40 years' experience in the advisory, manufacturing, resources and
Non- Executive Chairman	technology industries in Australia and offshore. Mr. Jamieson was Chief Executive of
	Minter Ellison Melbourne from 2002-2005, Chief Executive Officer at KPMG Australia
	from 1998-2000, Managing Partner of KPMG Melbourne and Southern Regions from
	1993-1998 and Chairman of KPMG Melbourne from 2001- 2002. Prior to the merger of
	Touche Ross & Co and Peat Marwick Hungerfords to form KPMG, Mr. Jamieson was the
	Managing Partner for Australia for Touche Ross & Co. He has over 30 years' experience in
	providing advisory and audit services to a diverse range of public and large private
	companies. He is also a Fellow of the Institute of Chartered Accountants in Australia and
	New Zealand and a Fellow of the Australian Institute of Company Directors
Matthew Driscoll BA, Grad.	Mr Driscoll has significant experience across several industries, including online
Dip. App Fin. SF Fin., GAICD	technologies, financial services, fintech,property and resources. Over 30 years'
Non- Executive Director	experience in capital markets, financial services and is an accomplished company director.
	Chair for Carbonxt Group (ASX:CG1) ,Chair for Tennant Minerals NL(ASX:TMS). Chair
	Smoke Alarms Holdings.
Ian Campbell	Mr Campbell joined Olex Cables in 1989 as Group General Manager and then as
Non-Executive Director	Managing Director of the Pacific Dunlop Cables Group until 1998.In 1998 Mr Campbell
	joined ASX-200 listed GUD Holdings Ltd as its Managing Director and CEO until his
	retirement in mid-2013.
	Mr Campbell joined the BWX board in 2015 and was appointed Chairman in September
	2018. Mr Campbell has been a non-executive director of Mirrabooka Investments Ltd
	since 2007. He was formerly a national councillor and Victorian Vice-President of the
	Australian Industry Group
Anthony Smith	Mr. Smith has over 30 years' experience in finance with a variety of firms concentrating
Non-Executive Director	on small to medium sized companies in regard to corporate finance, institutional
	research sales and private wealth advice. During this time, he was charged with running
	these businesses along with titles of Head of Securities and Country Director of Austock
	Group and Phillip Capital. Mr Smith currently handles the investments at Cashel Family
	Office, a Melbourne based multi family office company and is a Non-Executive Director of
	IODM Limited
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Historical Operating Results

only(A$'000, unless indicated) Sales revenue

COS

useAdministrative Finance costs D&A

personalOperating Loss Other Revenue

PBT

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Energy Technologies - Profit & Loss
	FY21	FY20		Variation
					•
9,428	10,126		-7.00%	Sales down YOY but strengthened in the last quarter due to sharp increase in June as a
(6,794)	(7,643)				result of working cap restructuring
2,634	2,483		-6.08%
(5,668)	(5,143)		10.21%
(1,594)	(1,242)		28.3%	•	Finance costs to remain high in the short term
(2,503)	(1,236)		102.51%	•	D & A higher due to decision to write down and impair multiple items
(7,131)	(5,108)
1,787	761
					•
(5,344)	(4,377)		-21.40%	Loss lower in the second half due to accounting for R & D claim

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Balance Sheet

only	Energy Technologies - Balance Sheet (FY18 - 1H FY20)
	(A$'000, unless indicated)		FY21	FY20
	Assets
	Cash		123	27
	Trade and other Receivables	4,303	4,188		2.75%
	Inventory		3,963	2,327		70.31%
	Other		546	358
use		8,941	6,900
	12,113	12,871
	PP&E
	Deferred Tax		217	229
	Right of Use Asset		3,156	3,876
	Intangibles		6,246	4,737			• Intangibles higher due to R&D investment
	Other		280	216
			22,012	21,929
	Total Assets		30,953	28,830
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	Liabi ities
	Tr de and other Payables	4,133	6,269		-34.07%
	Debt		5,147	3,865		33.17%
	Other		1,952	882			• Other liabilities includes Leasing of 923k and Staff provisions of 1.03m
	Provisions		487	846
			11,719	11,862
	Debt		2,395	339
	Leasing		2,772	3,395
	Other		132	157
			5,299	3,891
	Total Liabilities		17,018	15,753
	Net Assets		13,935	13,076

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