1414 Degrees Ltd. · ASX:14D
1414 Degrees — Shareholder Meeting (2023)
23 slides from 1414 Degrees's shareholder meeting presentation, 2023
Slide 1: Annual General Meeting 2022 — 2023
Annual General Meeting 2022 — 2023 1414 Degre0es Limited ASX: 14D 2023
Slide 2: Disclaimer
Disclaimer The material contained in this document is a presentation of general information about the activities of 1414 Degrees Ltd and its related bodies, current as at the date of this presentation. It is provided in summary and does not purport to be complete. You should not rely upon it as advi
Slide 3: Investment Highlights
Investment Highlights Valuable Clean Energy Technologies Decarbonising industrial processes and electricity Revenue Streams Aurora Energy Precinct for near-term revenue in Australia’s National Electricity Market Strategic Growth Drivers Energy Storage Latent heat battery for reliable industrial proc
Slide 4: Global Decarbonisation creating a total addressable market for 8 trillion SiBrick
Global Decarbonisation creating a total addressable market for 8 trillion SiBrick™ Total global Clean heat final energy potential High temperature industrial heat has no commercially consumption from available options to stop the use of fossil fuels. • High temperature industrial heat has no commerc
Slide 5: Global Decarbonisation of industry to drive 14D growth
Global Decarbonisation of industry to drive 14D growth Revenue (A$ m) vs Cumulative capacity installed (GWh) The Total Addressable Market for 14D technology is 8 million GWh Less than 1% of this market can drive major revenue growth for 14D GWh A$ m Hannam & Partners modelled a scenario for license
Slide 6: Aurora Energy Precinct
Aurora Energy Precinct Strategic position in National Electricity Market to drive near term revenue High voltage access to National Electricity Market (NEM) 140MW/280MWh ba-ery energy Key location on major 275kV transmission line storage system (BESS) Low-cost charging from volatile grid sources Ear
Slide 7: The Future of Clean Heat
The Future of Clean Heat A low-carbon revolution for industry 1414 Degrees Limited 2023
Slide 8: 1414 Degrees - Thermal Storage since 2008
1414 Degrees - Thermal Storage since 2008 A strong history of Innovation Prototype (2016) TESS-IND (2018) GAS-TESS (2019) SiBox® Module (2023) Silicon storage with 6 MWhth storage Biogas powered 6 MWhth SiBrick storage media Stirling heat engine coupled to gas turbine storage coupled to gas turbine
Slide 9: SiBrick Storage
SiBrick™ Storage SiBrick™ stores more energy than current technologies Latent portion of Latent heat storage total stored energy Uses of Phase-Change Materials (“PCM”). PCMs store and release thermal energy during phase transitions (like melting and freezing) while Sensible portion of maintaining a
Slide 10: SiBrick: Decarbonising power and industry via continuous heat
SiBrick™: Decarbonising power and industry via continuous heat 15 years of innovation in silicon based latent heat thermal energy storage 1414 Degrees SiBrick™ Sibox® Hot-Gas Generator A mass manufacturable energy storage solution with high energy density and Gas-replacement for all industrial proce
Slide 11: How SiBox Creates Clean Heat from Renewables for Low Emissions
How SiBox® Creates Clean Heat from Renewables for Low Emissions Current design delivers up to 900°C, constant temperature/ flowrate hot air stream for driving industrial processes • High temperature industrial heat has no commercial options to stop the use of fossil fuels 1 2 3 1414 Degrees Limited
Slide 12: Proven long duration energy storage with continuous operation
Proven long duration energy storage with continuous operation SiBox® Demonstration Module (2023) AU$6m project proving long duration high temperature heat supply up to 900°C Proving SiBrick for commercialisation Proving scalability - modules can be replicated for GWh of storage 1414 Degrees Limited
Slide 13: SiBox markets highlight large global opportunity
SiBox® markets highlight large global opportunity Alumina Processing Cement Production Grid Stabilisation Hydrogen and Steel Integration into steam raising, 8% decrease in fuel-rate; CO2 Long Duration Energy Storage for Integration into thermal hydrogen calcination thermal input and and NOx emission
Slide 14: 8 trillion SiBrick opportunity
8 trillion SiBrick opportunity 8 Million GWh Market available for decarbonisation by high- temperature energy storage A total storage market for 8 trillion SiBrick SiBox addressable market of 8 Million GWh in range 100 - 1000 °C SiBox competitive advantage in range 500 - 1000°C 1414 Degrees Limited
Slide 15: Technology Commercialisation Roadmap
Technology Commercialisation Roadmap Building on over 10 years of R&D and Technology Development Revenue Potential from Licensing and Royalty Model 1414 Degrees Limited 2023
Slide 16: The Aurora Energy Precinct
The Aurora Energy Precinct Near term cash flow potential 1414 Degrees Limited ASX: 14D 2023
Slide 17: Aurora Energy Precinct 140MW Battery Energy Storage System (BESS)
Aurora Energy Precinct 140MW Battery Energy Storage System (BESS) Near Term Cash Flow potential from legacy project with potential for SiBox® pilot plant on site 140MW/280MWh battery system on 275kV transmission line connected to NEM SA Crown land lease with approvals Electranet own and operate the
Slide 18: Strong project team
Strong project team Tier 1 Provider* Vice Engineering Transmission Legal Advisor Network Service (Approvals, BESS Owner’s Engineer GPS Consultant Provider Integration Aboriginal Heritage) *Market confidentiality pending final award of contracts 1414 Degrees Limited 2023
Slide 19: Fast payback projected
Fast payback projected Aurora 140MW BESS 120 Millions $ 20 year project life 100 Projected* first 5 year net revenues for modelled scenarios 1 and 2 hours of storage 80 Infrastructure funders and financial advisors engaging on business case 60 40 20 - 2025 2026 2027 2028 2029 2 hour unconstrained &
Slide 20: The Power of Change
The Power of Change 1414 Degrees Limited ASX: 14D 2023
Slide 21: Experienced board and management team
Experienced board and management team Dr. Kevin Moriarty Dr. Mahesh Josh Zowtyj Graham J. Dooley Randolph Bowen Venkataraman Executive Chairman Chief Technology Officer SiBox® Development Manager Non-Executive Director Non-Executive Director Kevin has over 40 years of mining and oil Mahesh has 14 ye
Slide 22: 1414 Degrees outlook
1414 Degrees outlook Strongly positioned to capture the large opportunities in fossil fuel replacement Strong partnerships in manufacturing, R&D and commercialisation with funding support Investors and governments world-wide mobilising resources to support low-carbon transition particularly in heavy
Slide 23: Thank you.
Thank you. We look forward to sharing further information with you. ASX: 14D info@1414degrees.com.au +61 8 8357 8273 1414 Degrees Limited ASX: 14D 2023