Jatcorp Ltd · ASX:JAT
Jatcorp — Jatoil — Investor Presentation (September 2009)
17 slides from Jatcorp's investor presentation, Sep 17, 2009
Slide 1: Shareholder Presentation
For personal use only TITLE OF SHAREHOLDER PRESENTATION TO PRESENTATION BE INSERTED
Slide 2: Disclaimer
For personal use only DISCLAIMER TITLE OF PRESENTATION This document has been prepared by Jatoil Limited to provide TO BE INSERTED existing and prospective shareholders in Jatoil Limited with an update. Any statements, opinions, or other material contained in this document do not constitute any comm
Slide 3: Jatoil Limited
For personal use only JATOIL LIMITED TITLE OF PRESENTATION • • I Incorporated t d January J 2006 Raised capital in November 2007 TO BE INSERTED • Listed on ASX January 2008 • Core Business is cultivation of biofuel feed stocks …”Upstream” ”Upstream” Biofuels Jatoil Limited is a Socially, y Environme
Slide 4: The Dilemma: Energy demand versus GHG emissions
For personal use only THE DILEMMA TITLE OF PRESENTATION Energy demand versus GHG emissions Key Drivers for Industry TO BE INSERTED • Demand, Availability & Price - Peak Oil… ? - Increasing global energy demand • Greenhouse Gas Emissions - Government mandates - Increasing Cost of Carbon Biofuels are
Slide 5: Oil Price & Liquids Demand
For personal use only OIL PRICE & LIQUIDS DEMAND TITLE OF PRESENTATION TO BE INSERTED While significant growth in liquid fuels demand is predicted for Asia, forward oil price scenarios are wide-ranging Note: OECD Asia = Korea, Japan
Slide 6: Jatropha: A Sustainable Energy Source
For personal use only JATROPHA: JATROPHA A SUSTAINABLE TITLE OF PRESENTATION ENERGY SOURCE TO BE INSERTED • A hardy tree producing high yields of inedible oil bearing seeds • Tolerant of a wide range of conditions between the tropics • Simple agricultural techniques making it suitable for contract f
Slide 7: Jatropha: 2nd Generation Biofuel Feedstock
For personal use only JATROPHA: JATROPHA 2 ND GENERATION TITLE OF PRESENTATION BIOFUEL FEEDSTOCKTO BE INSERTED Biofuels and Sustainability… “1st Generation” biofuels such as corn ethanol have been criticised for: • Diverting food resources to fuel • Social impacts • Environmental impacts Jatropha ad
Slide 8: Jatropha Derived Fuels: Value in Use
For personal use only JATROPHA DERIVED FUELS TITLE OF PRESENTATION V l Value iin use Value Proposition TO BE INSERTED Description gy Renewable energy • Reduced ggreenhouse emissions • Low technology solution, short term timeframe (< 2 years to revenue, <5 years to profit). Price, and price • At oil
Slide 9: Jatoil Project Pipeline
For personal use only JATOIL PROJECT PIPELINE TITLE OF PRESENTATION TO BE INSERTED JV Stage 1 Stage 2 Stage 3 Go/no-go gates Agristation & Test stations Commercial viability Plantation Scale ( (up tto 100 ha, h $1$1.5 5 million) illi ) (2000 to t 55,000 000 h ha, $5 million) illi ) ( (up tto 25,000,
Slide 10: Vietnam
For personal use only JATOIL - TITLE VIETNAM OF PRESENTATION Vi t Vietnam G GreenEnergy Jat-venture 2 E Bi Biofuels f l TO BE INSERTED Hue,, Quang Q g Tri For each Jat-venture: • > 50 000 ha identified as non-arable / unused land suitable for Jatropha • Up to 200 farming co-operatives are being enga
Slide 11: Product to Market
For personal use only PRODUCT TITLETO MARKET OF PRESENTATION Typical Jat-venture supply chain Biojet TO BE INSERTED ((via h-treating) g) Biodiesel (local supply contract farming)… Seeds envelope / export) Purified Plant Oil Crude Jatropha Oil Seed Cake (Fertiliser, Glycerol Utilise off- Biofuel) sea
Slide 12: Jat-venture Financials
For personal use only JAT-VENTURE JAT VENTURE FINANCIALS TITLE OF PRESENTATION St Staged d approach h for f risk TO BE INSERTED i k managementt For investor risk management Jat-venture indicative economics Stage 1… Proving the product and supply chain Oil price 40 80 120 (US $/bbl) • Establishment o
Slide 13: Controllable Economic Factors
For personal use only CONTROLLABLE ECONOMIC TITLE OF PRESENTATION FACTORS TO BE INSERTED Crucial for viability Key Factors Importance How Jatoil is managing… Oil yield Agronomy is a key factor in Agronomy centre of excellence, staged project approach, close maximising yield collaboration and detaile
Slide 14: Jatoil People & Partners
For personal use only JATOIL PEOPLE & PARTNERS TITLE OF PRESENTATION Sustainable business Jatoil team TO BE INSERTED Center for Biotechnology in Forestry • Research arm of Vietnamese Ministry of Agriculture • Lead agency for Jatropha policy in Vietnam GreenEnergy, Vietnam • Operations development SN
Slide 15: Going Global
For personal use only GOING TITLE GLOBALOF PRESENTATION Jatoil structure and investment strategy TO BE INSERTED Jatoil Limited… Limited • Conduit for further development and delivery of renewable energy technologies • Platform for capital raising • Vehicle for international collaboration • Leverages
Slide 16: Renewable Energy Direction
For personal use only RENEWABLE ENERGY TITLE OF PRESENTATION DIRECTION TO BE INSERTED • Core initial focus to develop bio-feedstock and biofuel operations in Asia and Oceania. • Long term goal to capitalise on watershed global opportunity in renewable energy. • Attract funds to establish portfolio o
Slide 17: In Summary
For personal use only IN SUMMARY TITLE OF PRESENTATION • TO BE INSERTED Jatropha has huge potential to address a global need e.g. Just 1 % market share of biojet in 2017 = 16 jat- ventures and US $ 160 m to US $ 480 m turn-over Jatoil has the capability to grow a socially, environmentally and econom