Aemetis, Inc · NASDAQ:AMTX

Aemetis — Investor Presentation (May 2012)

21 slides from Aemetis's investor presentation, May 2012

  1. Slide 1: The Aemetis Integrated Biorefinery

    The Aeme'sTM Integrated Biorefinery Producing Renewable Chemicals and Fuels By Expanding Exis;ng Biofuels Plants May 2012

  2. Slide 2: Disclaimer

    Disclaimer Certain of the statements contained herein may be statements of future expecta;ons and other forward-­‐looking statements that are based on management's current views and assump;ons and involve known and unknown risks and uncertain;es that could cause actual results, performance or events

  3. Slide 3: Aemetis Overview

    Aeme's Overview • Aeme's, Inc. is a Leading Biochemicals and Renewable Fuels Company • “Aeme's” means “The One Prudent Wisdom” (Ae = ScoKsh; Me's = Greek) • The prudence and wisdom of replacing petroleum with renewable chemicals and fuels • Industry-­‐leading microbial and enzyme technology for chem

  4. Slide 4: Rising Personal Incomes = Use More Crude Oil

    Rising Personal Incomes = Use More Crude Oil Per Capita Petroleum Consumption for Select Countries Crude Oil Barrels per Year Per Person 30 27 Country! Total Barrels Per Capita! 24 22.5 United States! 22.5! 21 Japan! 12.7! Russia! 7.0! 18 Brazil! 4.7! China! 2.3! 15 India! 1.0! 12.7 12 9 7.03 6 4.72

  5. Slide 5: BRIC and Middle East Demand Outlook

    BRIC and Middle East Demand Outlook

  6. Slide 6: Market Trend to Replace Petroleum

    Market Trend to Replace Petroleum • Replace Petroleum with Sustainable, Renewable Feedstocks for Chemicals and Fuels • Biofuels: Large Industry Seeking Lower-­‐Cost Feedstock and Higher-­‐ Margin Chemical/Fuel/Feed Products • U.S. Corn Ethanol Industry: 210+ plants cost $28+ billion to construct • C

  7. Slide 7: California 55 MGY Ethanol Plant, Keyes, California

    California 55 MGY Ethanol Plant Keyes, California

  8. Slide 8: India 50 Million Gallon Facility Integrated Chemical/Fuels Plant

    India 50 Million Gallon Facility Integrated Chemical/Fuels Plant ! ! • Built and 100% owned by Aemetis subsidiary Aemetis International" • Plant commissioned in October 2008 and has been operating since November 2008" • Kakinada, India plant technology developed to use non-food stearine portion of p

  9. Slide 9: Aemetis Technologies

    Aemetis Technologies • Aeme's has developed and patented: • Z-­‐MicrobeTM – microbial bioreactor producing fuels and chemicals from a variety of renewable feedstocks such as sugar, starch and cellulose • ATSCHTM (Ambient Temperature Starch/Cellulose Hydrolysis) -­‐ biorefining to produce advanced fue

  10. Slide 10: Saccharophagus degradans 2-40

    Saccharophagus degradans 2-40 • Aerobic, marine bacterium • Isolated from decaying marsh grass • Gamma-proteobacterium (common) • Unusual degradative abilities

  11. Slide 11: Aemetis Biorefinery Plant Conversion Strategy

    Aeme's Biorefinery Plant Conversion Strategy • Patented Marine Organism converts sugar, cellulose and starch directly to bio-­‐chemicals and fuels, replacing crude oil-­‐derived products • Isoprene: $2 billion market for ;res and other markets • Fuels: Renewable diesel and Advanced Ethanol • Strong R

  12. Slide 12: Aemetis Z-Microbe: A Nano-Scale Bioreactor

    Aeme's Z-­‐Microbe: A Nano-­‐Scale Bioreactor 5 Enzymes Lignin Z-­‐MicrobeTM 20 Enzymes Cellulose 70 Enzymes Hemicellulose

  13. Slide 13: Z-Microbe Development Milestones

    Z-­‐Microbe Development Milestones 4 Patents Awarded Research na;ve abili;es Develop tools to enhance 7 Patents Filed 25X enhancement (enzyme output) 4 Patents Licensed 100X Scale-­‐up (10 L to 1000 L) 100s of Con;nua;ons Possible 10X yield improvement Profile Growth Characteris;cs (like E. coli) Pro

  14. Slide 14: Aemetis Platform: CBP of Chemicals/Fuels

    Aeme's Plaiorm: CBP of Chemicals/Fuels CONSOLIDATED Sugar/Starch/Cellulose BIO-­‐PROCESSING Biomass Isoprenes Metabolism Synthetic rubber and medical latex ($3bn market, including Monoterpene market) Monoterpenes Flavorings and Pharmaceuticals Precursors Energy ($3bn market, including Isoprene marke

  15. Slide 15: Engineered Isoprene Synthesis

    Engineered Isoprene Synthesis C6 Isopren e Polymeric sugars of biomass C5 Native metabolism One Isopren enzyme e Sugars Engineered Energy & Growth metabolism S. degradans

  16. Slide 16: Large Markets For Isoprene and Derivatives

    Large Markets For Isoprene and Derivatives Synthetic Rubber Diesel/Jet Fuel Flavorings Pharmaceuticals

  17. Slide 17: Joint Venture with Existing Biofuels Plants

    Joint Venture with Exis'ng Biofuels Plants • Aeme's BiorefineryTM Joint Venture Strategy Provides Value to Exis'ng Biofuels Plants • Funding: 80% Biorefinery Conversion Loan + 20% Equity from Aeme;s • Technology: License for Aeme;s enzyme and microbial produc;on process • Management: Engineering/Const

  18. Slide 18: Aemetis Corporate Structure

    Aeme's Corporate Structure Aemetis, Inc.! Aemetis Advanced Aemetis Aemetis Aemetis Biofuels Fuels Keyes! International! Technologies! Americas! Marketing! Built, owns and Four granted Owns land for Licensed as Retrofitted and patents and 14 operates 50 mgy future biofuels operates 55 mgy pending pat

  19. Slide 19: Board of Directors

    Board of Directors • Eric McAfee, Chairman and CEO, Founder • Founder of Pacific Ethanol (Nasdaq: PEIX), Evolu;on Petroleum (Amex: EPM), Pacific Asia Petroleum (Amex: CAK) • GlobalScot appointed by First Minister of Scotland to advise on renewable energy • Harold Sorgen', Director • Principal of Sorge

  20. Slide 20: Senior Management Team

    Senior Management Team • Eric McAfee, Chairman and CEO • Andy Foster, President, AE Advanced Fuels • Five years in biofuels industry with AE Biofuels since startup • Extensive high tech and government background • Sanjeev Gupta, Managing Director, Universal Biofuels (India) • President of $250 milli

  21. Slide 21: Producing Renewable Chemicals and Fuels By Expanding Existing Biofuels Plants

    Producing Renewable Chemicals and Fuels By Expanding Exis;ng Biofuels Plants

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