Eden Innovations Ltd · ASX:EDE
Eden Innovations — Non-Deal Roadshow (January 2011)
30 slides from Eden Innovations's roadshow presentation, Jan 27, 2011
Slide 1: An Emerging Global Clean Energy Company
For personal use only AN EMERGING GLOBAL CLEAN ENERGY COMPANY Roadshow Presentation January 2011 Greg Solomon Chairman
Slide 2: Corporate Structure
For personal use only Corporate Structure Eden Energy Ltd (AUSTRALIA) Eden Innovations Ltd (Ireland) Energy Assets 100% Hythane Terratherma Company Pyrolysis Coal Bed Natural Gas Eden Energy Methane/Shale South Australia (Geothermal) LLC India Pvt Ltd and Gas to Gas (AUS) South Australia (USA) Liqui
Slide 3: Current Clean Energy Products
For personal use only Current Clean Energy Products • Pyrolysis Project - Solid Carbon and Hydrogen Production without CO2 - Single Walled Carbon Nanotubes (SWCNT) and Multi Walled Carbon Nanotubes (MWCNT) and Carbon Nanofibres (CNF) • Hythane®- India and US • OptiBlend® Dual Fuel - India and US Jan
Slide 4: Current Energy Projects
For personal use only Current Energy Projects UK- CBM - Coal Bed Methane JV-50% (1400km2) - Coal Bed Methane JV-5% (400km2)- Centrica UK- Shale/ - Shale Gas/Conventional Gas JV-50% (1800km2) Conventional SA Natural Gas - Untested natural gas target (100km x 10km) - 100% -Obligations suspended for 12
Slide 5: Pyrolysis Project – Eden 100%
For personal use only Pyrolysis Project – Eden 100% Low Cost Production of Carbon Fibres/Nanotubes and H2 from CH4 • Eden 100% - New process developed with UQ • Patent applications lodged -over 50 countries • No CO2 – H2 becomes a high value byproduct • Produces hydrogen and single /multi-walled car
Slide 6: Eden Energy CNT Production
For personal use only Eden Energy CNT Production Catalyst Feed Hydrogen Product Reactor Natural Gas Supply Hydrogen CH4 Carbon Inert CNT’s Gas Carbon Product
Slide 7: Production of H2 and Carbon Nanotubes from CH4
For personal use only Production of H2 and Carbon Nanotubes from CH4 TEM image of MWCNT produced at Hythane Co in Denver January 2011 11
Slide 8: Production of H2 and Carbon Nanotubes from CH4
For personal use only Production of H2 and Carbon Nanotubes from CH4 TEM image of MWCNT produced at Hythane Co in Denver January 2011 11
Slide 9: Pyrolysis Project Summary
For personal use only Pyrolysis Project Summary • New Cost Competitive Technology being developed in US - Catalyst Formulae and production capability for MWCNT and CNF - Reactor designs and know-how - Testing capability to be developed - Provisional patent application being prepared • Products – (fr
Slide 10: CNT Market Projected Growth
For personal use only CNT Market Projected Growth • Current- estimated at approx 2000 tpa - Largest producer- 500tpa - 3 producers – 200 tpa each - One US producer plans 1000tpa • Many new emerging applications - Structural (composite materials/ concrete/ tyres) - Electrical ( conduction and storage
Slide 11: Eden's Targets for 2011
For personal use only Eden's Targets for 2011 • To build 25-100 tpa commercial production unit to produce MWCNT for following target markets: • Concrete - 1% MWCNT increases compressive strength up to 50% and may provide conductivity • Composite plastic materials - for strength and electrical qualit
Slide 12: MWNT Current US Market Prices
For personal use only MWNT Current US Market Prices (20-30nm diameter, >85% wt. purity) Prices are anticipated to drop with increasing order size and increasing supply January 2011
Slide 13: Eden MWNT Catalyst Yield
For personal use only Eden MWNT Catalyst Yield (Shown in grams carbon per grams catalyst) January 2011
Slide 14: 25-50 Metric Tonne/Year MWCNT Scale-Up Schedule
For personal use only 25-50 Metric Tonne/Year MWCNT Scale-Up Schedule January 2011
Slide 15: Hythane® - the transitional fuel
For personal use only Hythane ® - the transitional fuel H2 + CH4 Significantly lower pollution / Higher efficiency Hythane • Premium blend of Natural Gas - complies with natural gas standards - 5-7% H2 (by energy); 20% H2 (by volume) • Ultra-low emissions – 50% NOx /CO - meets Euro V emission standa
Slide 16: Denver Hythane® Emissions Results
For personal use only Denver Hythane® Emissions Results HOT 505 EMISSIONS, GRAMS/MI. 3 2.5 2 1.5 1 0.5 0 NG HY NG HY NG HY THC CO NOx Output of pollutants (grams per mile) of Natural Gas versus Hythane®. Source: Colorado Department of Health January 11 2011 16
Slide 17: History of Hythane® in India
For personal use only History of Hythane® in India • Extreme air pollution – Govt push to reduce pollution • 2006 Indian hydrogen roadmap - proposes HCNG as transitional fuel • Cost of natural gas – <60% cheaper (per GGE) than diesel Increasing supply – 5Mtpa to 25Mtpa over 5 years National rollout
Slide 18: First Public Indian Hythane® Station
For personal use only First Public Indian Hythane® Station Delhi January 2009 January 11 2011 18
Slide 19: Indian Gas Infrastructure Current & Future
For personal use only INDIAN GAS INFRASTRUCTURE CURRENT & FUTURE NANGAL BHATINDA DELHI BAREILLY GURGAUN AURAIYA LUCKNOW MATHANIA AGRA DISPUR JAGDISHPUR DAHEJ I & II BARMER KANPUR PATNA Courtesy of Gas Authority of India GWALIOR 10 mmtpa* PHOOLPUR KOTA JHANSI GAYA AGARTALA VARANASI LNG UJJAIN VIJAYPU
Slide 20: Future of Hythane® in India
For personal use only Future of Hythane® in India • 2011 Hythane® demonstration planned – Mumbai or Gujarat - some delay but project still looks likely • Objective- to establish economics of a commercial Hythane® • Agreements signed with GSPC and GAIL, MGL • Initially 2 buses planned and expanding t
Slide 21: Hythane® Economics and Revenue Model
For personal use only Hythane® Economics and Revenue Model Economics • Hythane® production costs- approx 4-6% more than natural gas • Increased efficiency in Hythane® engines ( 6.5%-15% targeted) • Marginal increase in cost of vehicles- software change only • New pyrolysis process -cheaper hydrogen
Slide 22: Hydrogen / Hythane® at San Francisco Airport
For personal use only Hydrogen / Hythane® at San Francisco Airport • Alternative Fuel Station – 2011 Hydrogen fueling (by Linde) Hythane® fueling by Eden • Hythane® Vehicle Fleet Hythane Vehicle 27 Ford E450 parking lot shuttles Vehicles certified by California Air Resources Board Some delay to date
Slide 23: SFO Fueling Station Plot Plan
For personal use only SFO Fueling Station Plot Plan January 2011
Slide 24: OptiBlend Dual Fuel System
For personal use only OptiBlend Dual Fuel System • Displaces up to 70% of diesel with natural gas in diesel engines • Indian market – hundreds of thousands of gensets / locomotives • Huge cost savings • Dramatic cost savings in full and part time applications • Payback period less than 12 months for
Slide 25: OptiBlend-Typical Power Production Costs
For personal use only OptiBlend-Typical Power Production Costs Assumptions: Diesel = $1.25/liter, Natural Gas = $10 mmbtu, Cummins K19 Genset January 2011 11
Slide 26: Energy Assets
For personal use only Energy Assets COAL BED METHANE/ CONVENTIONAL/ SHALE GAS (WALES, UK) • Eden - 50% Joint venture (with Coastal Oil and Gas) -11 Licences - 5% Joint venture (with Coastal Oil and Gas / Centrica)- 4 CSM licences - 50% Joint venture/Farm-in (with Coastal Oil and Gas ) -4 NG Licences
Slide 27: Capital Structure January 2011
For personal use only Capital Structure 21 January 2011 ASX Code: EDE Total Shares: 214m Share Price: $0.105 Market Capitalisation $22.5m Cash / Receivables $2m January 11 27
Slide 28: Eden Energy CNT Production
For personal use only Eden Energy CNT Production Catalyst Feed Hydrogen Product Reactor Natural Gas Supply Hydrogen CH4 Carbon Inert CNT’s Gas Carbon Product
Slide 29: For personal use only
For personal use only Greg Solomon Executive Chairman Level 40, Exchange Plaza, 2 The Esplanade, Perth, Western Australia, Australia. 6000 Telephone +618 9282 5889 Mobile +614 0206 0000 Fax +618 9282 5866 Email gsolomon@edenenergy.com.au Website: www.edenenergy.com.au
Slide 30: Disclaimer – Forward-looking Statements and Projections
For personal use only Disclaimer – Forward-looking Statements and Projections Whilst reasonable care has been taken in compiling the forward projections in this presentation, they necessarily are based on many assumptions and factors that are beyond the control of the company and accordingly there i