Hazer Group Ltd. · ASX:HZR
Hazer — Investor Presentation (August 2016)
23 slides from Hazer's investor presentation, Aug 17, 2016
Slide 1: Hazer Group
For personal use only HazerGroup 1
Slide 2: Disclaimer
DISCLAIMER This presenta,on has been provided to selected par,es (“Recipients”). The presenta,on (and the informa,on contained herein) is For personal use only confiden,al to Hazer. It is not intended for and should not be distributed to any other person than as permiAed herein. By acceptance, the Re
Slide 3: About Hazer Group Ltd
ABOUT HAZER GROUP LTD For personal use only • Hazer Group Ltd is the commercialisa4on en4ty for the Hazer Process – a novel poten4al low cost, low emission hydrogen and graphite produc4on technology, originally developed at the University of Western Australia • Company established in 2010 • December
Slide 4: Corporate & Market Snapshot
CORPORATE & MARKET SNAPSHOT For personal use only Current Shares on Issue 64.5m (Restricted Securi,es) (11.3m) HZR Share price & volume Total tradeable shares 53.2m $0.900 1,600,000 $0.800 Trading range (Post IPO) $0.22 - $.0.85 1,400,000 $0.700 Last $0.55 1,200,000 $0.600 Market Cap’n (@$0.55) $35.
Slide 5: The Hazer Process
THE HAZER PROCESS For personal use only Hazer generates two valuable products from easily accessible feeds Hazer Group OWNS all IP for the Hazer Process
Slide 6: The Hazer Process
THE HAZER PROCESS For personal use only The Hazer Process captures all the value within feedstock gas
Slide 7: Reduced Risk
REDUCED RISK For personal use only Reduced Commercial Risk Reduced Technical Risk Cataly4c decomposi4on of Natural gas to hydrogen conversion is methane has previously been currently done on industrial scale developed to pilot plant scale (steam methane reforma4on - SMR) Technical issues for scale u
Slide 8: Competitive Advantages
COMPETITIVE ADVANTAGES For personal use only Lower Cost ProducMon Clean Hydrogen Access to billion dollar markets Opens new markets for product Tailored graphite Process VersaMlity Target wide range of potenMal markets Access to low cost inputs
Slide 9: Significant Milestones Reached
SIGNIFICANT MILESTONES REACHED For personal use only Hazer has demonstrated significant progress this year, with ongoing development we expect sustained news flow over the next 18 months. ü Secured research partnership with Sydney University ü Commissioning of larger scale reactors (ongoing) ü Strateg
Slide 10: Hydrogen Market
For personal use only Hydrogen Market
Slide 11: Hydrogen - $100 Billion Market
HYDROGEN - $100BILLION MARKET For personal use only Massive global market, and further “step change” growth 43% 48% Ammonia production Petrochemical refining (Fertilizer / Explosives) Significant CO2 with current hydrogen produc,on => Barrier to growth Clean (CO2-free) hydrogen has poten,al to access
Slide 12: Low Cost, Clean Hydrogen
LOW COST, CLEAN HYDROGEN The Hazer Process potenMally offers low cost, For personal use only clean hydrogen producMon Coal Gasifica4on (18%) Par4al Oxida4on More CO2 emissions than (30%) direct combus4on of fossil fuel CO2 emissions Steam Methane Reforma4on (per tonne of H2) (48%) Electrolysis HazerGr
Slide 13: Graphite Market
For personal use only Graphite Market
Slide 14: Graphite Market
GRAPHITE MARKET MulM-billion dollar market with sustained growth For personal use only $30.0 $28.0 ? $26.0 $24.0 New applicaMon demand (e.g. Electric Vehicles, $22.0 home ba]eries) $bn pa $20.0 $18.0 $16.0 $14.0 $12.0 $10.0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 BaAery (base) Non-baA
Slide 15: Synthetic Graphite
SYNTHETIC GRAPHITE For personal use only Graphite market is dominated by syntheMc graphite SyntheMc vs natural graphite RelaMve scale of markets (2013) 100% 80% 1.5 60% $12.5 40% 20% 1.1 $1.1 0% By Mass (mt) By Value ($bn) Natural graphite Synthe,c graphite Hazer generates syntheMc graphite with hig
Slide 16: Hazer Graphite - Results
HAZER GRAPHITE - RESULTS XRD Spectra – Hazer graphite vs comparisons For personal use only Ini4al, non-op4mised results from Hazer’s current large scale reactors has shown highly promising results for Hazer’s synthe4c graphite product: ü Purity of 99% aier single stage (not HF) chemical processing ü
Slide 17: Hazer Spherical Graphite
HAZER SPHERICAL GRAPHITE For personal use only SyntheMc spherical graphite Spherical graphite Hazer spherical graphite (from natural flake) HazerGroup Hazer provides a poten4ally lower cost alterna4ve to exis4ng spherical graphite op4ons Current spherical graphite sources: • Synthe4c ($10,000 - $20,0
Slide 18: Premium Graphite Structures
PREMIUM GRAPHITE STRUCTURES For personal use only The Hazer Process offers access to ultra premium graphite structures Carbon nano onions Carbon nano tubes graphene Carbon micro shells
Slide 19: Commercialisation Strategy
For personal use only Commercialisation Strategy
Slide 20: Commercialisation Plan
COMMERCIALISATION PLAN For personal use only 2016 2017 Process Development Large lab reactor Demo / Pilot plant Commercial plants Graphite Hydrogen Kgs per day 10’s tonnes pa 1,000 tonnes pa 10,000 tonnes pa <$1m capex Capex est $1-3M $TBC $TBC Product Graphite Development Development Graphite appli
Slide 21: Current Operations
CURRENT OPERATIONS For personal use only • Hazer is currently opera4ng at state of the art laboratory facili4es in the University of Sydney • Current reactors capable of producing at up to 1kg / day scale Opera<onal large lab scale reactors at Laboratory of Sustainable Technology, Sydney University
Slide 22: Commercialisation Options
COMMERCIALISATION OPTIONS Hazer is targeting multiple commercialisation For personal use only options at a range of commercial scales Scale* Application ~100-500 tpa Distributed hydrogen production for vehicle refuelling infrastructure ~5,000 tpa Premium graphite products ~80,000 tpa+ Hydrogen (Indu
Slide 23: Hazer Group contact
For personal use only HazerGroup Mr Geoff Pocock Managing Director, HazerGroup Ltd contact@hazergroup.com.au www.hazergroup.com.au