Eden Innovations Ltd · ASX:EDE
Eden Innovations — Eden Energy — Shareholder Meeting (November 2013)
23 slides from Eden Innovations's shareholder meeting presentation, Nov 29, 2013
Slide 1: AGM Presentation
For personal use only AGM Presentation 29 November 2013 Greg Solomon Chairman
Slide 2: Corporate Details
For personal use only Corporate Details* ASX Code: EDE Total Shares: 759m Share Price: $0.017 – historical high of $0.84 Market Capitalisation $11.4m – historical high of <$80m Cash and Receivables $1.1 Cash flow - increasing from US/Indian Optiblend sale Conditional contract to sell UK Gas Assets f
Slide 3: Corporate Structure
For personal use only Corporate Structure Eden Energy Ltd (AUSTRALIA) Clean Energy Projects Energy Projects Coal Bed Natural Gas Hythane Methane/ Eden Energy Pyrolysis South Australia Company LLC Shale Gas (AUS) India Pvt Ltd And Carbon (Wales, UK) (USA) 100% (India) Technology 50%/100% 100% (Suspen
Slide 4: Clean Energy Projects
Clean Energy Projects For personal use only • Pyrolysis Project - Carbon and Hydrogen Produced no CO² - Multi Walled Carbon Nanotubes (MWCNT) - Carbon Nanofibres (CNF) • OptiBlend® Dual Fuel – USA/ India/ Bangladesh/ S.America - Total sales to date >70 units (≈$2million) - Sales increasing in USA -
Slide 5: Energy Projects
Energy Projects For personal use only UK Coal Bed Methane JV-50% (1900km2) Shale Gas JV-50% (1900km2) Conditional contract to sell for cash and shares- ≈ $19.3 million AUSTRALIA SA Natural Gas 100% - Untested target (100km x10km) -Obligations suspended for 12 months November 2013
Slide 6: Pyrolysis Project – Eden 100%
Pyrolysis Project – Eden 100% Low Cost Production of Carbon Fibres/Nanotubes and H2 from CH4 For personal use only • New process developed with UQ • Patents in 8 countries • No CO2 – H2 becomes a high value byproduct • Produces hydrogen and single /multi-walled carbon nanotubes and carbon fibres - t
Slide 7: Pyrolysis Project
Pyrolysis Project For personal use only Eden Energy CNT/ CNF Production Hydrogen Product Catalyst Feed Reactor Natural Gas Supply Hydrogen Carbon CH4 Inert CNT’s Gas Carbon Product
Slide 8: Pyrolysis Project: Production of H2 and Carbon Nanotubes from CH4
Pyrolysis Project For personal use only Production of H2 and Carbon Nanotubes from CH4 TEM image of MWCNT produced at Hythane Co in Denver November 2013
Slide 9: Pyrolysis Project: Commercial Scale Reactor Operational
Pyrolysis Project For personal use only Commercial Scale Reactor Operational November 2013
Slide 10: Eden MWNT Catalyst Yield
Pyrolysis Project For personal use only Eden MWNT Catalyst Yield (Shown in grams carbon per grams catalyst) November 2013
Slide 11: Eden's Current Capability and Targets
Pyrolysis Project For personal use only Eden's Current Capability and Targets • Commercial scale unit (40-250tpa) operational since Oct 2011 • Produces MWCNT/ CNF • Target markets Concrete - compressive/tensile strength/electrical thermal qualities conductivities - 2 R&D Projects with US and Aust un
Slide 12: OptiBlend Dual Fuel System
OptiBlend Dual Fuel System For personal use only • Displaces up to 70% of diesel with natural gas in diesel engines • Large US market- shale oil/ gas exploration and back-up power • Indian market – hundreds of thousands of gensets / locomotives • Huge cost savings • Dramatic cost savings in full and
Slide 13: OptiBlend - Indian Installation
OptiBlend- Indian For personal use only Installation November 2013
Slide 14: Typical Power Production Costs
OptiBlend Dual Fuel System For personal use only Typical Power Production Costs Assumptions: Diesel = $1.25/liter, Natural Gas = $10 mmbtu, Cummins K19 Genset November 2013
Slide 15: Hythane - the transitional fuel
Hythane ® For personal use only Hythane ® - the transitional fuel H2 + CH4 Significantly lower pollution / Higher efficiency Hythane • Premium blend of Natural Gas - 5-7% H2 (by energy); 20% H2 (by volume) • Ultra-low emissions – 50% NOx /CO - approx 15 tonnes/year CO2 savings per bus • High efficie
Slide 16: Hythane Economics and Revenue Model
Hythane ® For personal use only Hythane® Economics and Revenue Model Economics • Hythane® production costs- approx 4-6% more than natural gas • Increased efficiency in Hythane® engines ( 6.5%-15% targeted) • Marginal increase in cost of vehicles- software change only • New pyrolysis process -cheaper
Slide 17: Hythane in India
Hythane ® For personal use only Hythane® in India • Extreme air pollution – Govt push to reduce pollution • 2006 Indian hydrogen roadmap - proposes HCNG as transitional fuel • Cost of natural gas – historically cheaper (per GGE) than diesel • Increasing supply of natural gas • National rollout of pi
Slide 18: First Indian Hythane Station
Hythane ® For personal use only First Indian Hythane® Station Delhi January 2009 November 2013 18
Slide 19: UK Energy Project
UK Energy Project For personal use only COAL BED METHANE/ CONVENTIONAL/ SHALE GAS (WALES, UK) 50% Joint venture (with Coastal Oil and Gas) -17 Licences - 100% - 3 licences November 2013 19
Slide 20: UK Gas Asset Overview
UK Gas Asset Overview For personal use only • Conditional contract to sell for cash and shares worth approx A$19.3 million • Large UK landholding – 50% interest in 17 licences/ 100% in 1 Licence – 1,900km2 (500,000 acres) gross approx-– South Wales, Bristol and Kent • Shale Gas Resource (Source: RPS
Slide 21: UK Gas Market
UK Gas Market For personal use only Price volatility tied to seasonal demand shifts, supply fluctuations and storage capacity constraints- North Sea in decline UK - net importer of petroleum/gas- growing dependence -Qatar & Russia UK Govt Reports support shale gas exploration and fracking Major cust
Slide 22: Greg Solomon, Executive Chairman
For personal use only Greg Solomon Executive Chairman Level 15, 197 St Georges Terrace, Perth, Western Australia, Australia. 6000 Telephone +618 9282 5889 Mobile +614 0206 0000 Fax +618 9282 5866 Email gsolomon@edenenergy.com.au Website: www.edenenergy.com.au
Slide 23: Disclaimer – Forward-looking Statements and Projections
For personal use only Disclaimer – Forward-looking Statements and Projections Whilst reasonable care has been taken in compiling the forward projections in this presentation, they necessarily are based on many assumptions and factors that are beyond the control of the company and accordingly there i