Parkway Corporate Limited · ASX:PWN
Parkway Corporate — Shareholder Meeting (December 2021)
28 slides from Parkway Corporate's shareholder meeting presentation, Dec 16, 2021
Slide 1: Annual General Meeting 2021
2021 ANNUAL GENERAL MEETING 16 December 2021 Bahay Ozcakmak ASX: PWN | parkway-corp.com Group Managing Director & CEO
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements Completeness and Accuracy of Information This presentation may contain forward-looking statements. The No representation or warranty is made as to the accuracy, completeness or correctness words “continue”, “expect”, “forecast”, “potential” and other of the info
Slide 3: Presentation Outline
Presentation Outline Overview Company Website This presentation provides an introduction and general overview of Parkway Key Topics § Corporate Overview § Performance Scorecard § EOCY2021 – Corporate Snapshot § Our Transformation Journey § Growing Water Challenges Facing Industry § Key Addressable M
Slide 4: Corporate Overview
Corporate Overview Capital Structure Current Experienced Team Ordinary Shares (PWN) on issue 2,205,355,161 § Strong corporate, strategic M&A, industrial and technology experience 12-month Trading Range $0.009 - $0.032 § Highly focused team methodically executing corporate strategy Market Capitalisat
Slide 5: Performance Scorecard
Performance Scorecard CY2020 – Building Foundations Progress Towards our Mission § CY2020 was a transformational year for Parkway § Our goal is to be recognised as a technology solution provider of choice, in relation to addressing high concentration process and wastewater related challenges, in the
Slide 6: EOCY2021 - Corporate Snapshot
EOCY2021 - Corporate Snapshot COVID-19 Impacts 3 125+ § Material challenges experienced in operating environment OUR PRIORITIES Business Divisions Commercial Customers § Keep our people safe PPS, PPT, PV Inc global energy & mining companies § Implement safe working practices including WFH IMPACTS 3
Slide 7: Our Transformation Journey
Our Transformation Journey 2019 AGM – Transformation Journey Current Status – 2021 AGM § Resource Projects § Resource Projects § Legacy projects – financially challenged § divested § KL potash project – acquired 15% interest § delivered PFS, consolidated ELs, acquiring 40% WI § Technology § Technolo
Slide 8: Growing Water Challenges Facing Industry
Growing Water Challenges Facing Industry Industry Profile: Mining § The mining industry is a large consumer of water, an issue that is only compounded by the fact that many mines are located in arid environments where water is already scarce § The overall demand for water is forecast to rise by as m
Slide 9: Key Addressable Markets
Key Addressable Markets Key Markets Energy & Mining Industrial Wastewater Municipal & Desalination § Wastewater treatment opportunities § < 5% of wastewater currently recycled § Large and growing global markets § Limited access to freshwater is § Access to freshwater is becoming § Wastewater storage
Slide 10: The Need for an Integrated Solution Provider
The Need for an Integrated Solution Provider Complex Wastewater Challenges Building Parkway Process Solutions (PPS) § Traditionally seen to be “too difficult” because: § Water prices were cheap, if not free, why recycle? § Disposal requirements were modest, if not non-existent § Stakeholder concerns
Slide 11: Building PPS into an Integrated Solution Provider
Building PPS into an Integrated Solution Provider Building Capability to Deliver Integrated Solutions Integrated Capabilities of PPS § Integration of both conventional (grey) and next-generation (PPT blue) technologies to deliver the most comprehensive Competency A: PPS Products process or wastewate
Slide 12: PPS – Solutions
PPS – Solutions Why PPS? Growing Project Pipeline § Q: Why Parkway Process Solutions? § With the recent launch of PPS, the project pipeline is already § A: Because process problems, require process solutions growing very strongly, with active involvement in increasingly large and correspondingly com
Slide 13: PPS – Now Delivering Solutions
PPS – Now Delivering Solutions PPS Delivering Solutions Recent Case-Study § PPS is already delivering a range of integrated solutions § Client: Global mining company § Date: Current project (photos taken December 2021) PPS Rapidly Building Capabilities & Offering § Scope: Turnkey supply of integrate
Slide 14: Strategic Water Treatment Opportunities
Strategic Water Treatment Opportunities Segmentation of Market Opportunities Go-to-Market Strategy A. Products segment is typically lower value and with lower complexity, as a result generating lower margins Parkway Process Technologies (PPT) B. Services segment involves greater complexity, and can
Slide 15: PPT – Technology
PPT – Technology Overview Integration of Technologies § Commitment to adopting best available technology or § Integration of both conventional (grey) and proprietary (PPS best available techniques (BAT) to meet project objectives blue) technologies to deliver the most comprehensive process or and sa
Slide 16: Disruptive Industrial Technologies
Disruptive Industrial Technologies Technology Commercialisation § New industrial technologies take time to develop, however, when commercialised successfully, can disrupt entire industries, rapidly Not because they are easy, but because they are hard. John F. Kennedy ASX: PWN | Annual General Meetin
Slide 17: PPT – Typical Business Development Cycle
PPT – Typical Business Development Cycle Overview § Given the nature of target projects (large, complex and long-life operations), the business development cycle is similarly sophisticated with many stakeholders § Parkway is currently advancing a pipeline of projects through key business development
Slide 18: Addressable Markets – Case Study
Addressable Markets – Case Study Energy & Mining PROJECT CASE STUDY OVERVIEW § Client: major multinational company § Region: APAC § Challenges: - Complex wastewater, conventionally very difficult to process (requires new technology) - Very large wastewater footprint (500 – 1,000 m3/day) - Long-term
Slide 19: Investment Case
Investment Case Very Large Addressable Markets § The water and wastewater treatment opportunities in the global energy & mining, municipal & desalination and industrial applications, all represent multi billion dollar opportunities Strong Industry Drivers § Strong economic, regulatory and ESG driver
Slide 20: Leveraged to Cleantech Thematic
Leveraged to Cleantech Thematic Attractive Industry Dynamics § Building a growing business, in a growing market § Conventional water treatment market - growing above rate of inflation Next-Generation Technologies Strong economic, regulatory and § Parkway is building a conventional water treatment fo
Slide 21: Appendices
Appendices Overview § Water – A Global Challenge § Net Positive Water – The New Net Zero § Parkway Group Structure § PPS Products & PPS Services § Innovative Technology Platform § Karinga Lakes Potash Project ASX: PWN | Annual General Meeting Presentation | 16 December 2021 www. parkway-corp.com | 2
Slide 22: Water – A Global Challenge
Water – A Global Challenge Overview § Increasing demand for freshwater, and reduced tolerance for wastewater generation and storage, is creating significant demand for new wastewater processing technologies Water Crisis Global population growth and rapid economic development is putting pressure on l
Slide 23: Net Positive Water – The New Net Zero
Net Positive Water – The New Net Zero Overview § In late August 2021, PepsiCo and Facebook were the latest major global companies to announce their commitment to “Net Positive Water” § Net Positive Water means that the companies aim to restore more water than they consume § A recent article in Forbe
Slide 24: Parkway Group Structure
Parkway Group Structure Overview Parkway Corporate Limited (PCL) – Group Overview § Group restructure recently completed to ensure company structure is fit-for-purpose Parkway Corporate Limited § PPS – is the primary operating entity ABN: 62 147 346 334 § PPT – is the primary technology division Gro
Slide 25: PPS – Products and PPS – Services
PPS – Products PPS – Services Overview Overview § Supplying a leading range of premium water treatment related § Services offering spans the entire water treatment lifecycle products across Australia § Integrated range of services from analytical testing, through § Everything from pumps, tanks, valv
Slide 26: Innovative Technology Platform
Innovative Technology Platform State-of-the-Art Technology Platform Creating, Extracting & Protecting Value § Technology platform developed specifically for Additional information on the Parkway website relating to: commercialising innovative wastewater related process § Innovative Business Model te
Slide 27: Karinga Lakes Potash Project
Karinga Lakes Potash Project Overview KLPP Pre-Feasibility Study § The Karinga Lakes Potash Project (KLPP) covers a chain of § On 5 November 2020, Parkway finalised the KLPP-PFS, which dry salt lakes, and is part of the Central Australian confirmed the KLPP as a potentially attractive producer of hi
Slide 28: ASX: PWN | Annual General Meeting Presentation | 16 December 2021 parkway-corp.com | 28
ASX: PWN | Annual General Meeting Presentation | 16 December 2021 www. parkway-corp.com | 28
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