{ "docId": "019de518-d154-73f9-81c2-f89ccd4c4aae", "docSlug": "d6be8549a624020e33989f02bcd8123c", "documentTitle": "NW Natural Holdings | Investor Presentation Deck | 50 slides", "authorId": "nw-natural-holdings", "authorName": "NW Natural Holdings", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 38, "pageCount": 50, "prevPage": 37, "nextPage": 39, "slideType": "propose_solution", "function": "propose_solution", "density": "overcrowded", "nDataPoints": 10, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de518-d154-73f9-81c2-f89ccd4c4aae/38", "deckHref": "/decks/019de518-d154-73f9-81c2-f89ccd4c4aae", "deckJsonHref": "/decks/019de518-d154-73f9-81c2-f89ccd4c4aae.json", "deckAnchorHref": "/decks/019de518-d154-73f9-81c2-f89ccd4c4aae#slide-38", "components": [ { "bbox": { "h": 0.41, "w": 0.305, "x": 0.65, "y": 0.23 }, "kind": "image", "text": null, "attrs": null, "subkind": "map", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3a4eb416-36ed-4e3e-bc06-2a470974a96c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.31, "w": 0.606, "x": 0.048, "y": 0.27 }, "kind": "list", "text": "SiEnergy is a regulated utility founded in 1997 that distributes natural gas to residential and commercial customers in the desirable and fast-growing major metropolitan areas of the Texas Triangle¹\nStrong historic customer growth of 20%+ with Texas economic development expected to continue, supporting projections for double-digit customer and rate base growth long term\nProvides NW Natural Holdings regulated growth opportunities in a constructive regulatory and policy environment\nMeaningful acquisition that further improves growth opportunities, scale and diversification of NW Natural Holdings' portfolio\nFurther supports NW Natural Holdings' long-term EPS growth outlook of 4-6%", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cfcca5b0-80fd-43b6-8700-36a1185acae1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.14, "w": 0.17, "x": 0.79, "y": 0.78 }, "kind": "list", "text": "Includes the Houston, Dallas-Fort Worth, and Austin areas\nReflects counties in which SiEnergy has active and backlog customers\nF Indicates a Forecasted number\nE Indicates an Expected number based on current information for 2024", "attrs": null, "subkind": "numbered", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b0bc8fe5-2df9-4be5-bee3-49bb4edcbf85", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.16, "w": 0.12, "x": 0.05, "y": 0.72 }, "kind": "metric", "text": "One of the Fastest Growing Natural Gas Utilities in the Nation through Organic Customer Additions", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "03d7c606-80e1-4a57-af13-d48ba3e736e4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.16, "w": 0.12, "x": 0.31, "y": 0.72 }, "kind": "metric", "text": "22% Historical Customer CAGR (2019A-2024E)", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2b2b6b86-9871-4dce-a174-849d6c767daa", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.16, "w": 0.12, "x": 0.57, "y": 0.72 }, "kind": "metric", "text": "$247 million Rate Base (12/31/24E)\n$450 - $650 million Cap-Ex (2025F-2030F)", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2c404440-bb6b-4918-8693-67718c62deb4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.16, "w": 0.12, "x": 0.18, "y": 0.72 }, "kind": "metric", "text": "70,000+ Gas LDC Customers (12/31/24E)\n180,000+ Contracted Backlog of New Customers", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9fcfb3ce-dc74-4417-985d-30a24ec0b4f3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.16, "w": 0.12, "x": 0.44, "y": 0.72 }, "kind": "metric", "text": "Up to 20% Customer CAGR (2025F-2030F)", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e361d07f-79ea-4fbc-8536-9f2e8ff9e72f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.7, "y": 0.72 }, "kind": "metric", "text": "26% Historical Rate Base CAGR (2019A-2024E)", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ebcd434a-2dc0-4d20-803e-886c9707d5e2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.11, "x": 0.048, "y": 0.236 }, "kind": "paragraph", "text": "OVERVIEW", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "66c2c330-9e06-45b4-b2d3-69f3156838bb", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.402, "x": 0.048, "y": 0.679 }, "kind": "paragraph", "text": "KEY STATISTICS AND PROJECTIONS", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e9490aa5-9681-43ec-8f9f-89037844bd8c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.015, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "38", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f636d06c-b714-4325-9627-555f40e3b4e4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.909, "x": 0.048, "y": 0.13 }, "kind": "title", "text": "Strategic investment in high-growth, constructive market that further supports NWN's long-term EPS growth target", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b071e2da-03f9-461c-8cf4-bd47de7ca5bc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.42, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Acquisition of SiEnergy", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b1489a0c-0c52-4758-9718-e3eb15dc71cb", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "2x2 matrix", "slug": "matrix-2x2", "agent": null, "layer": "slide", "matchId": "019fc207-9e53-41a9-b7d1-52b00761c2a5", "evidence": "list/numbered", "confidence": 0.5 } ], "frameworks": [], "arcBeats": [ { "to": 50, "from": 31, "beatId": "3a299cfc-1d04-4077-bbd8-94067e61ee7f", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The deck concludes with an overview of the company's future plans and next steps", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }