Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Clean TeQ — Shareholder Meeting (November 2012)
24 slides from Sunrise Energy Metals's shareholder meeting presentation, Nov 15, 2012
Slide 1: Clean TeQ Ltd Annual General Meeting 2012
Clean TeQ Ltd Annual General Meeting 2012 15 November 2012
Slide 2: Important information
Important information Certain statements in this presentation are forward looking statements. By their nature, forward looking statements involve a number of risks, uncertainties or assumptions that could cause actual results or events to differ materially from those expressed or implied by the forw
Slide 3: Introduction, Operational & Financial Performance FY2012
Introduction Operational & Financial Performance FY2012 Current Operational Performance Air Division Water Division Resource Recovery Division Associated Water Summary 3
Slide 4: What Drives Us?
What Drives Us? The Earths’ resources are limited. We need to access them, but to do so responsibly. Which means we need to re-use, recycle, repair and restore what we use, to ensure a sustainable future. Clean TeQ offers a partnership in environmental innovation, with the goal of achieving cost eff
Slide 5: We can help
We can help Our goal is to overcome the environmental challenges that block development of a resource, limit the economic value in a project, or reduce the sustainability of project resource use. For over 20 years we've helped large corporations, public utilities and industry, mitigate environmental
Slide 6: Operational & Financial Performance | FY 2012
Operational & Financial Performance | FY 2012 Recovery in revenue Recovery in profit Net profit after tax $1.248m Cash at 30 June 2012 $1.633m No material debt 6
Slide 7: Operational & Financial Performance | FY 2012
Operational & Financial Performance | FY 2012 Revenue 18,000 16,000 14,000 12,000 • Compound annual revenue growth rate over 10,000 past ten years 18.2% p.a. 8,000 • Return to profit 6,000 4,000 • Rights issue undertaken to raise $1.0m 2,000 (underwritten by Wasabi Energy) to repay ‐ convertible not
Slide 8: Priorities 2012 – Achieved or not
Priorities 2012 – Achieved or not • Deliver 2012 targets • Enhancing capability Successful demonstration of via organic growth technology with QGC project – Expanded regions – Vietnam projects currently work in progress Standardised products – in progress First stage implementation of Turnkey delive
Slide 9: Current Operational Performance – Air Division
Current Operational Performance • Air Division Continuing strong sales in Australia with repeat business from major water authority clients Emphasis internally on improving delivery efficiency Growing service business CLQ has a leading position in the market segments in which it operates in
Slide 10: Current Operational Performance – Water Division
Current Operational Performance • Water Division Continue to invest in the extension of the Clean-iX® platform technology Continue to invest in the commercial demonstration of the CIF technology via Associated Water for the conversion of coal seam gas produced water to agricultural quality water
Slide 11: Current Operational Performance – Resource Recovery Division
Current Operational Performance • Resource Recovery Division Research and development on the recovery of uranium from highly saline waters with patent submitted. MOU with Uranium SA Research and process development on the extraction of scandium from titanium dioxide process stream LOI with I
Slide 12: Air Purification
Air Purification OdourTeQ™ Biological Filters purify air emmissions generated from wastewater, manufacturing, food processing and agriculture using sustainable biological processes. ThermTeQ™ Regenerative Thermal Oxidisers purify air emmissions containing volatile organic compounds using efficient t
Slide 13: OdourTeQ
OdourTeQ” Clean Air Demister Water & Nutrients Odour Treatment Zone | » Long Life YQ DY Non-clogging Media Hydrogen Sulphide Treatment Zone Foul Air By-Products OdourTeQ™ technology can be used to control odour and undesirable air emissions from a variety of industries. Hydrogen Sulphide Y Dimethyl
Slide 14: OdourTeQ biological filters
OdourTeQ” biological filters Process benefits: Carbon Footprint 1.0 0.8 High availability/Simple Process a 0.2 Low maintenance 0.0 Th Chemical Biological e Lowest operating costs High performance Ope 1.0 0.8 Real time feedback, self regulating be Fully Automated Control System 0.2 > 10 year life of
Slide 15: Industries we serve
Industries we serve Municipal Wastewater Mine Ventilation Manufacturin - (Heavy Industry, raed and Pharma) Petro-Chem Creating sustainable solutions for oil and gas, municipal, mining, agriculture and industry. A CleanTleQ environmental innovation
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Slide 17: Continuous Ionic Filtration (CIF) and Clean-iX
sing picrninteasalionens oe efficient continuous ion aie baxter lonic Filtration (CIF™} exchange (Clean-iX®}. Solutions for: - Extraction & purification of: Oil & gas associated water — Desalination | — Light metals Mining water — Membrane pre-treatment Groundwater — Target ion removat Treated efflu
Slide 18: CIF & DeSALx will change the way water is cleaned and recycled
“CIF™ & DeSALx™ will change the way water is cleaned and recycled” “as simple as a sand filter and provides complete water treatment” 18
Slide 19: Water – Industries Served
Water – Industries Served Groundwater is used extensively for drinking, agriculture and mining. Treatment is almost always required Acid mine drainage water, is a by- prior to use. product of mining and not suitable for direct use or discharge. Treatment is Groundwater required prior to any use or d
Slide 20: Water – Market Size
Water – Market Size Water Market Globally $400b p.a. Component Technologies Water Market $40b p.a. Contestable Water Market This is the market $4b p.a. where CIF™, DeSALx™ and HiROx™ will compete 21
Slide 21: Resource Recovery – Applications
Resource Recovery – Applications Light metals, such as scandium, titanium and vanadium are used extensively in alloys and the electronics, fuel cell and catalyst industries. Light Metals Precious metals, such as gold, silver, platinum and palladium are used Rare Earth Elements are used extensively i
Slide 22: Resource Recovery – Scandium Market
Resource Recovery – Scandium Market 5-10 tonnes $2m – 4m/tonne $20m – $40m Current worldwide Average sale price PER TONNE Average sales PER ANNUM availability PER ANNUM Introduce Clean-iX® Technology Extend use in Fuel cells, aerospace, electronics and by 2018 200 - 400 tonnes $2m/tonne $400m – $800
Slide 23: Priorities 2013
Priorities 2013 Deliver 2013 targets 50% Growth in Revenue from Continuing Operations While for the full year we are expecting to improve on the FY12 profit, the half year results are predicted to show a loss Maintain leadership in Biological Air Markets in Australia Successfully demonstra
Slide 24: Clients Include / Project Examples
Clients Include: Project Examples: Ar | fAictewAGL °)5 | BS DO A DB - Ie C C a } f , why | Simplot . : | Creating sustainable solutions for oil and gas, municipal, mining, agriculture and industry. A CleanleQ 24 environmental innovation