Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Investor Presentation (April 2013)
15 slides from Synthesis Energy Systems's investor presentation, Apr 11, 2013
Slide 1: Corporate Overview: Unlocking Value Through Clean Energy Technology
Corporate Overview April 11, 2013 Synthesis Energy Systems, Inc. UNLOCKING VALUE Through CLEAN ENERGY TECHNOLOGY NASDAQ: SYMX www.synthesisenergy.com
Slide 2: Forward-Looking Statements
Forward - Looking Statements This presentation includes "forward - looking statements" within the meaning of Section 27 A of the Securities Act of 1933 , as amended, and Section 21 E of the Securities Exchange Act of 1934 , as amended . All statements other than statements of historical fact are for
Slide 3: Investment Considerations
Synthesis Energy Systems INVESTMENT CONSIDERATIONS • CLEAN ENERGY TECHNOLOGY COMPANY • OPERATING PROJECTS – CHINA SINCE 2008 • COLLABORATION WITH GE FOR DISTRIBUTED POWER • TRANSITIONING FROM DEVELOPMENT STAGE TO PROFITABILITY AND GROWTH • VALUE CREATION THROUGH SUPERIOR ECONOMICS • LARGE MARKET OPP
Slide 4: Existing Operations and Investments
Existing Operations and Investments ZAO ZHUANG NEW GAS COMPANY (ZZ) – Completed December 2007 • JV with Xuecheng Energy (97% SES / 3% XE) • Proven U - GAS ® performance with successful commercial operation • Proven feedstock flexibility with wide range of coal and coal wastes • Historically high syn
Slide 5: Advanced Gasification Technology is the Key
Advanced Gasification Technology is the Key SYNTHESIS GAS FROM LOW QUALITY COALS & RENEWABLES • PROPRIETARY GASIFICATION SYSTEM • BASED ON GTI’S U - GAS ® TECHNOLOGY • RELIABLE, HIGH - EFFICIENCY OPERATION • OPENS VAST LOW QUALITY RESOURCES • ENVIRONMENTALLY RESPONSIBLE • EXPANDING STRONG INTELLECTU
Slide 6: SES Delivers Value Through Low Cost Resources
SES Delivers Value T hrough Low Cost Resources Source: World Bank $100/BBL CRUDE $100/BBL CRUDE • THE WORLD HAS VAST AMOUNTS OF ENERGY LOCKED IN LOW QUALITY COAL RESOURCES • SES HAS THE UNIQUE ABILITY TO CONVERT THESE RESOURCES TO HIGH VALUE ENERGY PRODUCTS • PROVIDES ADVANTAGED ECONOMICS, ENERGY SE
Slide 7: High Potential Returns Using SES Technology
High Potential Returns Using SES Technology $3.40 $15.00 LNG MKT (ASIAN SPOT) COST PER MMBTU COST PER GALLON $1.19 $2.91 US PRICE (WHOLESALE) GASOLINE FROM OIL @ $100/BBL $185 $123 METHANOL AMMONIA COST PER TONNE ASIAN MKT $425/MT ASIAN MKT $350/MT LARGE VALUE POTENTIAL PER PROJECT SNG - $ 10.11B ME
Slide 8: Robust Approach to Revenues & Profits
Robust Approach to Revenues & Profits THREE PATHWAYS BUSINESS VERTICALS TECHNOLOGY OFFERINGS • License Royalties • Equipment Sales • Engineering Services • High Margin; Low Capital MARKET SEGMENTS PROJECTS TECHNOLOGY TECHNOLOGY SALES PRODUCT SALES STRATEGIC PARTNERSHIPS • Market Segments (i.e. Fuels
Slide 9: Growing Our Business: Turning the Corner
SES FORMED SES ACQUIRED U - GAS ® TECHNOLOGY FROM GTI $5MM PRIVATE PLACEMENT ZZ PROJECT JV AGREEMENT – CHINA $16MM PRIVATE PLACEMENT ZZ GROUND BREAKING SYMX – NASDAQ $54MM EQUITY RAISE $100MM EQUITY RAISE ZZ COMMERCIAL OPERATIONS BEGIN YIMA JV PROJECT FINANCIAL CLOSE BIOMASS LICENSE SIGNED FORMED SE
Slide 10: General Electric Marketing Collaboration
General Electric Marketing Collaboration • EXECUTED JOINT MARKETING AGREEMENT WITH GE PACKAGED POWER, A DIVISION OF THE GENERAL ELECTRIC COMPANY, FOR CO - MARKETING OF SES AND GE AERODERIVATIVE TECHNOLOGY • FOR DISTRIBUTED POWER GENERATION MARKET • EXPANDS GE’S CURRENT FUEL SPACE FROM NATURAL GAS AN
Slide 11: Distributed Power Generation from Syngas
Distributed Power Generation from Syngas THE APPROACH • DISTRIBUTED GENERATION (30 to 300 MW) FROM LOW COST SYNGAS • PROVIDES ALTERNATIVE TO EXPENSIVE NATURAL GAS AND OIL FUELS • CAN MEET BASE - LOAD NEEDS OR FLEXIBLE LOAD REQUIREMENTS • LOW COST EQUIPMENT & MODULE BASED CONSTRUCTION • OPERATING AND
Slide 12: Distributed Power Generation Market
Distributed Power Generation Market • CONVENTIONAL POWER IN 30 - 300 MW RANGE » EXPENSIVE NATURAL GAS AND OILS » SMALL AND INEFFICIENT COAL BOILERS » ENVIRONMENTAL CHALLENGES • ELECTRICITY DEMAND IS GROWING RAPIDLY IN EXPANDING ECONOMIES » ASIA » AFRICA » SOUTH AMERICA » INDIA • ALMOST 8 GW OF GLOBA
Slide 13: SES China Platform
SES China Platform LARGE OPPORTUNITY IN EXPANDING COAL-BASED ECONOMY SES CHINA ESTABLISHED WITH TECHNOLOGY CAPABILITY AND OPERATING PROJECTS NEAR TERM PROJECT EXPANSIONS PLANNED AT YIMA AND ZZ ROBUST TECHNOLOGY LICENSING, EQUIPMENT SERVICES PIPELINE AMMONIA PLANT RETROFIT TOTAL AVAILABLE MARKET: 700
Slide 14: Building the Bridge to Profitability
Building the Bridge to Profitability KEY INITIATIVES UNDERWAY TO DELIVER FINANCIAL RESULTS BUILDING NEAR-TERM OPERATING AND JV CASH FLOWS YIMA JOINT VENTURE PROJECT - STARTING UP TECHNOLOGY, EQUIPMENT AND SERVICES SHIFTING ZZ PLANT TO HIGHER VALUE CHEMICAL OR FUELS PRODUCTION AMMONIA RETROFIT COOPER
Slide 15: Investment Summary
Synthesis Energy Systems (SYMX) Investment Summary UNLOCKING VALUE Through CLEAN ENERGY TECHNOLOGY UNIQUE AND PROVEN GASIFICATION TECHNOLOGY LOW COST ALTERNATIVE TO OIL AND NATURAL GAS SUPERIOR ECONOMICS LARGE MARKET OPPORTUNITIES MULTIPLE PATHWAYS FOR OPERATING JV CASH FLOWS SES CHINA BUSINESS ESTA
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