AI Terminal

MODULE: AI_ANALYST
Interactive Q&A, Risk Assessment, Summarization
MODULE: DATA_EXTRACT
Excel Export, XBRL Parsing, Table Digitization
MODULE: PEER_COMP
Sector Benchmarking, Sentiment Analysis
SYSTEM ACCESS LOCKED
Authenticate / Register Log In

Arendals Fossekompani

Investor Presentation Feb 14, 2020

3539_rns_2020-02-14_083f9f2b-58da-4bd7-9178-e4aaa0ff7dd2.pdf

Investor Presentation

Open in Viewer

Opens in native device viewer

AFK's digital energy companies. Trond Straume CEO, Powel

Observed trends

Renewables on the rise European installed capacity

Figures in GW Based on national energy & climate plans

Flexibility

Firm/variable

Generation dependency on external factors

Ability to change production rapidly

Electrification of society

Value and relevance of data will increase towards and beyond real-time

Up-tick in Intra-day market volumes Algorithmic trading with up to 50% of volumes

Figures in GW, traded volumes on EPEX Intraday

Share of API traded volume, Nord Pool Intraday

Power trading volume shifting towards intraday and physical markets

A new landscape for power generators

Profitability of industrial commodity companies depends on ability to adapt in real-time to market movements

Traditional way

Machine Decisions

Human decisions

Technological enablers

IT-requirements

New technology for increased value creation

Data aggregation and big data management

  • Advanced forecasts
  • Multi-asset optimisation
  • Data-driven maintenance

Artificial intelligence

  • Real-time responsiveness
  • Automation
  • Algo-trading

üRobust towards new and unanticipated regulations

üFlexible data-flow

üAutomation-ready, particularly for back office tasks

Why AFK will be an enabler of Europe's green transition

DESIGN PROCURE CONSTRUCT

Strong portfolio of companies covering both the asset and operations life cycle

  • Industrial software for forecasting, optimisation, production planning and energy trading and distribution.
  • Demonstrated ability to help increase profitability.
  • Solid European foothold with large energy companies and leading on Nordic utilities and power producers
  • Also strong position on water/wastewater and construction industry.

PRODUCTION AND TRADING

  • Forecasting
    • Optimisation
    • Trading

DISTRIBUTION

  • Network documentation
  • Operations
    • Streamlined execution

Revenues 2019: 548 MNOK Office locations: 20 Employees: 370 1300+ customers in 22 countries.

-

  • Data- and service provider to the European energy market.
  • Expert on forecasting supply, demand and prices for power for all time horizons
  • Business intelligence, consultations with analysts and costefficient decision support for investments in power and energy assets.
  • 350 + customers including Europe's largest power and energy companies and financial institutions

Forecasting the European power market:

Prices

  • Fundamentals
  • Hydrology
  • Emissions
  • Fuels

Revenues 2019: 73 MNOK Office locations: 4 Employees: 40 350 customers in 26 countries.

  • High quality products and solutions for instrumentation, surveillance, control systems to industrial.
  • Tailormade sensor- and communication solutions for hydro power and wind power producers.
  • Vast majority of Norwegian power production
  • Also position on defence, offshore and maritime industry

DATA CAPTURE

Weather

Operations Information

Environment

Revenues 2019: 111 MNOK Office locations: 4 Employees: 40 330 customers in 2 countries.

  • Specialized knowledge company, covering risk- and portfolio management services.
  • Neutral service provider between clients and the marketplace.
  • No market position of its own, meaning the entire value of the market is given back to the customer. MiFID II license that serves as a promise of transparency and value to their customers.
  • Solid position in the Nordics.

PORTFOLIO MANAGEMENT

Production

Distribution

Consumption

Revenues 2019: 70 MNOK Office locations: 6 Employees: 40 150 customers in 5 countries.

MARKET INFORMATION

OPERATIONS INFORMATION

PRICE INFORMATION

WEATHER INFORMATION

POWER GENERATION POWER DISTRIBUTION

Technology - Maximising profit across the operations lifecycle

OPERATIONS

INFORMATION

PRICE INFORMATION

WEATHER INFORMATION

! !

Technology - Maximising profit across the operations lifecycle

POWER GENERATION POWER DISTRIBUTION

Summary

• Renewables, electrification and new technological opportunities drive IT

• AFK companies have experience, products, services and market positions

  • investments across the energy segment
  • across the energy value chain
  • synergies and address a whitespace

• AFK is determined to enhance coordination and cooperation to release

Thanks!

Talk to a Data Expert

Have a question? We'll get back to you promptly.