Dotz Nano Limited · ASX:DTZ
Dotz Nano — Investor Presentation (March 2024)
25 slides from Dotz Nano's investor presentation, Mar 25, 2024
Slide 1: ASX Announcement: Investor Presentation
ASX ANNOUNCEMENT 25 March 2024 INVESTOR PRESENTATION Dotz Nano Limited (ASX: DTZ, Dotz or the Company) provides the following, updated Investor Presentation for the information of shareholders in the Company, investors and other interested parties. Copies of the Investor Presentation can also be dow
Slide 2: Capture the Future
Capture the Future For personal use only Nanotechnology Powering Industry and Environment Dotz Nano Limited [ASX:DTZ] Corporate Deck March 2024
Slide 3: 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 4: Dotz at a glance
Dotz at a glance. Partners & Supporters VALIDATED PROPRIETARY TECHNOLOGIES For personal use only ATTRACTIVE TARGETED MARKETS EXPERIENCED TEAM STRATEGIC PARTNERSHIPS CLEAR GROWTH PATHWAYS SHIELD EARTH In-product Authentication Carbon Capture Commercial Development 3
Slide 5: Experienced leadership team with proven experience
Experienced leadership team with proven experience in leading growth and value. For personal use only 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 Shi
Slide 6: Earth: CO2 Capture
EARTH For personal use only CO2 Capture An urgent problem A large and growing market Superior technology The right time
Slide 7: An urgent problem
An urgent problem Fossil fuel increases CO2 concentration in the atmosphere resulting in global warming and catastrophes…. For personal use only Average global temperatures have already risen 1.2°C due to increasing atmospheric CO2 concentration 6
Slide 8: An urgent problem: fossil fuel remains 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. For personal use only Fossil fuel use will remain A major energy source Source: International Energy Association 7
Slide 9: A large and growing market
A large and growing market Energy combustion and industrial processes account for ~65% of global CO2 emissions. For personal use only Annual CO2 emission breakdown Target markets Other Buildings Power Generation Cement Power Transport Iron & Steel Chemical & Petrochemical Industry Aluminum Pulp & pa
Slide 10: Carbon capture capacity must grow 140x
A large and growing market Carbon capture capacity must grow 140x from today to limit temperature rise to 1.5°C. For personal use only 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 11: A large and growing market: addressable market quote
A large and growing market For personal use only “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 12: Superior technology: solid sorbents ideal for carbon capture
Superior technology Energy efficiency, resistance to degradation and low cost, make solid sorbents ideal for carbon capture. For personal use only High • Energy intensive process Amine Liquid First generation Solvents • Large facilities and equipment size chemical absorption • High corrosivity, high
Slide 13: Porous carbon excels in cost-efficiency and resistance to impurities
Superior technology Porous carbon excels in cost-efficiency and resistance to impurities. For personal use only • 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
Slide 14: Proprietary synthesis method converting plastic waste to porous carbon
Superior technology Proprietary synthesis method for converting plastic waste to porous carbon sorbents. Nano-porous Carbon sorbent For personal use only Plastic Waste Polymeric Residual removal carbon process High surface area + Thermal Process High porosity Pyrolysis oil Valuable Mixture of byprod
Slide 15: 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. For personal use only NANO-POROUS CARBON SORBENT demonstrates enhanced performance and potential to drive down cost of carbon capture 3X higher adsorption capacity1 Higher CO2 selecti
Slide 16: Simple, straightforward and modular process
Superior technology Simple, straightforward and modular process facilitates lower cost of capture and easy integration. A pure stream of CO2 is 6 For personal use only compressed & liquified, then transported via pipeline to be safely 1 CO2 clean flue gas is stored or used. CO2 rich flue gas leaves
Slide 17: Technology development roadmap
Superior technology Technology development roadmap: clear value creation development milestones. For personal use only 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 un
Slide 18: The right time: governmental incentives and regulation
The right time 2024 is a turning point in the fight against global warming with governmental incentives and regulation… For personal use only Australia, Europe, and the US push aggressive economic incentives to meet emission reduction targets. 17
Slide 19: Companies accelerate Net Zero strategies and targets
The right time …while more and more companies accelerate their Net Zero strategies and targets. For personal use only 18
Slide 20: Carbon prices and pricing mechanism provide economic viability
The right time Carbon prices and pricing mechanism provides economic viability. For personal use only 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
Slide 21: Shield: In-product Authentication
For personal use only SHIELD In-product Authentication
Slide 22: Large and growing market
Large and growing market Attractive and focused industrial markets1 with unmet need. For personal use only • Stricter environmental and social regulations Crude & bulk oil • Increased losses due to counterfeiting and parallel markets • Product ownership validation Oil additives becomes common $900M+
Slide 23: Advanced and validated authentication solutions
Superior technology Advanced and validated authentication solutions for anti- counterfeiting and monitoring. For personal use only Dotz solution benefits: In-field real-time Detection & measurement Compatible with a range of hosting materials Simple, easy-to-use solution VALIDOTZTM INSPECTM INSIGHT
Slide 24: Value proposition addressing established industry challenges
Superior technology Value proposition addressing established industry challenges. For personal use only 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 ar
Slide 25: Join our Journey
For personal use only Join our Journey 24