SLIDE 3 PORTFOLIO SUMMARY
SECTOR REGION SPONSOR ORIGIN Valuation Stake RATIONALE
ICT West Nigeria $77m 21.7% Subsea cable Portugal-Nigeria. Diversifying revenue base through ownership of data storage facilities ICT South S.Africa $310m 27.2% Provider of fibre optic and other ICT solutions in South Africa ICT South East Malawi $27m 60% Investment in OCL, a fibre optic provider in Malawi Energy West, South & East Pan African $267m >50% in Anergi ▪ Majority investor in Aldwych (94%), a power developer ▪ Merger of Aldwych with AFC’s power assets finalised in Dec 2017, creating Anergi, the largest IPP on the Continent ▪ Interests in Rabai, LTWP, Kelvin, Azura, Amandi, Cenpower, Caebolica Transport South
$69m 37.5% Lanseria: Established local airport with strong growth prospects for commercial and regional air traffic Transport West Cote d’Ivoire $97m 26% Toll bridge in Abidjan: Strategic transport asset with captive market backed by strong concession agreement and MIGA cover Transport North Tunisia $0m 18% 2 Tunisian airports. Currently impaired, but starting to recover Transport South & East
$20m 30% Pan-African rail owner and operator Energy South
$13m 49% Integrated gas company specialising in solutions for vehicular, industrial and commercial customers using Compressed Natural Gas technology Property South Bongwe Botswana $0.4m 15% PPP on the SADC headquarters 3
