Dotz Nano Limited · ASX:DTZ
Dotz Nano — Investor Presentation (March 2024)
24 slides from Dotz Nano's investor presentation, March 2024
Slide 1: Nanotechnology Powering Industry and Environment
Capture the Future Nanotechnology Powering Industry and Environment Dotz Nano Limited [ASX:DTZ] Corporate Deck March 2024
Slide 2: Disclaimer and Important Notice
Disclaimer and Important Notice. This Presentation has been prepared by Dotz Nano Limited ACN 125 264 575 (Dotz Nano or the Company) and is general background information about the Company’s activities as at the date of this Presentation. The information is given in summary form and does not purport
Slide 3: Dotz at a glance
Dotz at a glance. Partners & Supporters VALIDATED PROPRIETARY TECHNOLOGIES ATTRACTIVE TARGETED MARKETS EXPERIENCED TEAM STRATEGIC PARTNERSHIPS CLEAR GROWTH PATHWAYS SHIELD EARTH In-product Authentication Carbon Capture Commercial Development 3
Slide 4: Experienced leadership team with proven experience in leading growth and value
Experienced leadership team with proven experience in leading growth and value. EXECUTIVE TEAM BOARD OF DIRECTORS Sharon Malka Michael Shtein, Ph.D. Bernie Brookes Doron Eldar CEO Founder, CTO Chairman Director Kerry Harpaz Glenn Kelly Mitchell Board Liat Bar Ziv Alperovitz Shirley Shoshaney-Kleiner
Slide 5: Shield Earth: CO2 Capture
EARTH CO2 Capture An urgent problem A large and growing market Superior technology The right time
Slide 6: An urgent problem: fossil fuel increases CO2 concentration
An urgent problem Fossil fuel increases CO2 concentration in the atmosphere resulting in global warming and catastrophes…. Average global temperatures have already risen 1.2°C due to increasing atmospheric CO2 concentration 6
Slide 7: Fossil fuel use will remain a major energy source
An urgent problem …While remaining a key energy source for years to come, carbon capture plays pivotal role in energy transition. Fossil fuel use will remain A major energy source Source: International Energy Association 7
Slide 8: Energy combustion and industrial processes account for ~65% of global CO2 emissions
A large and growing market Energy combustion and industrial processes account for ~65% of global CO2 emissions. Annual CO2 emission breakdown Target markets Other Buildings Power Generation Cement Power Transport Iron & Steel Chemical & Petrochemical Industry Aluminum Pulp & paper Source: Internatio
Slide 9: Carbon capture capacity must grow 140x to limit temperature rise to 1.5°C
A large and growing market Carbon capture capacity must grow 140x from today to limit temperature rise to 1.5°C. Carbon capture capacity by sector in the IEA sustainable development scenario 2050 5,635Mtpa 2030 1,200Mtpa 2020 40Mtpa Source: International Energy Association 9
Slide 10: Carbon capture addressable market of nearly $100 billion by 2030
A large and growing market “CARBON CAPTURE REPRESENTS AN ADDRESSABLE MARKET OF NEARLY $100 BILLION BY 2030 AND $600 BILLION BY 2050 JUST IN THE UNITED STATES.” David Crane Director, Office of Clean Energy Demonstrations
Slide 11: Solid sorbents ideal for carbon capture
Superior technology Energy efficiency, resistance to degradation and low cost, make solid sorbents ideal for carbon capture. High • Energy intensive process Amine Liquid First generation Solvents • Large facilities and equipment size chemical absorption • High corrosivity, high CAPEX technologies •
Slide 12: Porous carbon excels in cost-efficiency and resistance to impurities
Superior technology Porous carbon excels in cost-efficiency and resistance to impurities. • CO2 capacity High CO2 Capacity Metal organic • Selectivity frame-work • H2O resistant High • Expensive selectivity Low cost of CO2 over N2 • CO2 capacity The ideal Zeolite • Selectivity adsorbent • Regen. cos
Slide 13: Proprietary synthesis method converting plastic waste to porous carbon sorbents
Superior technology Proprietary synthesis method for converting plastic waste to porous carbon sorbents. Nano-porous Carbon sorbent Plastic Waste Polymeric Residual removal carbon process High surface area + Thermal Process High porosity Pyrolysis oil Valuable Mixture of byproducts Carbonates Pyroly
Slide 14: A new era of sorbents powered by nanotechnology
Superior technology A new era of sorbents powered by nanotechnology enabling wide-scale, cost effective CO2 capture. NANO-POROUS CARBON SORBENT demonstrates enhanced performance and potential to drive down cost of carbon capture 3X higher adsorption capacity1 Higher CO2 selectivity1 Lower energy pen
Slide 15: Simple, modular process facilitates lower cost of capture
Superior technology Simple, straightforward and modular process facilitates lower cost of capture and easy integration. A pure stream of CO2 is 6 compressed & liquified, then transported via pipeline to be safely 1 CO2 clean flue gas is stored or used. CO2 rich flue gas leaves 3 released into the at
Slide 16: Technology development roadmap
Superior technology Technology development roadmap: clear value creation development milestones. 2023 TRL 2 POC 2024 TRL 3 – lab validation 2025 TRL 4-5 – tech demonstration 2026 TRL 6-8 – tech demonstration Technology Bench-scale demo Small-scale pilot unit Industrial pilot unit Transfer unit Desig
Slide 17: 2024 is a turning point with governmental incentives and regulation
The right time 2024 is a turning point in the fight against global warming with governmental incentives and regulation… Australia, Europe, and the US push aggressive economic incentives to meet emission reduction targets. 17
Slide 18: Companies accelerate their Net Zero strategies and targets
The right time …while more and more companies accelerate their Net Zero strategies and targets. 18
Slide 19: Carbon prices and pricing mechanism provide economic viability
The right time Carbon prices and pricing mechanism provides economic viability. EU Emissions Trading System 120 ~ 40% Carbon Price (USD/tCO2e) 100 80 EU-ETS of global emissions 60 presently covered by 45Q US Tax Credit pricing mechanism 40 (Emissions Trading Systems, Carbon 20 Taxes, or Tax Credits)
Slide 20: Shield: In-product Authentication
SHIELD In-product Authentication
Slide 21: Attractive and focused industrial markets with unmet need
Large and growing market Attractive and focused industrial markets1 with unmet need. • Stricter environmental and social regulations Crude & bulk oil • Increased losses due to counterfeiting and parallel markets • Product ownership validation Oil additives becomes common $900M+ • The need to connect
Slide 22: Advanced and validated authentication solutions for anti-counterfeiting and monitoring
Superior technology Advanced and validated authentication solutions for anti- counterfeiting and monitoring. Dotz solution benefits: In-field real-time Detection & measurement Compatible with a range of hosting materials Simple, easy-to-use solution VALIDOTZTM INSPECTM INSIGHT • Dozens of optical ta
Slide 23: Value proposition addressing established industry challenges
Superior technology Value proposition addressing established industry challenges. Anti-counterfeiting & Product liability & Quality Assurance anti-alteration anti-dilution (QA) Authenticating bulk Providing insight into how A tool to monitor product in a robust way customers are using a production a
Slide 24: Join our Journey
BWA Join our Journey