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Investor Presentaiton

Minigrids THE NIGERIAN MINIGRID MARKET IS UNDERPINNED BY THE MOST APPEALING MINIGRID SITES IN AFRICA Small Off-Grid Medium Off-Grid Obot Ekpene, Onyen-Okpon, urban Medium Underserved Peri- Large Underserved Peri-urban Okun-Owa, Ogun Cross River Cross River Mokoloki, Ogun Peak Load 16 kW Current Cost, $0.75/kWh 200 kW $0.52/kWh 85 kW 1.8 MW $0.39/kWh $0.25 (industrial) Diesel Generation* Estimated Tariff Today $0.51/kWh $0.40/kWh $0.42/kWh $0.33/kWh (15% IRR)** Customer Savings $0.24/kWh $0.12/kWh $0.03/kWh $0.08/kWh IRR if Tariff Matches 26% 22% 13% 6% Current Cost Capital Cost $130,000 $1.1 M $600,000 $9.7 M Consumption per Day 200 kWh 2,500 kWh 1,300 kWh 27,000 kWh RURAL ELECTRIFICATION AGENCY These types of sites are fully commercially viable now with a 15% project IRR Source: RMI analysis These sites are very good relative to most minigrid sites (typically $0.60+/kWh or (#210+/kWh) and provide superior service relative to self-generation *Fuel price typically varies by region (200% -250% /L). Case studies reflect local field visit pricing Assumes 100% debt financed at 10% APR ** 10
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