Hazer Group Ltd. · ASX:HZR
Hazer — Q1 2025 Earnings Presentation
26 slides from Hazer's earnings presentation, Oct 23, 2024
Slide 1: Investor Webinar Presentation
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 INVESTOR WEBINAR PRESENTATION PERTH, AUSTRALIA; 23 October 2024: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is holding its Investor Webinar commencing at 8:00am (AWST) /
Slide 2: Hazer Group Q1 FY25 Investor Webinar
ASX:HZR Hazer Group Q1 FY25 Investor Webinar Wednesday, 23 October 2024
Slide 3: Disclaimer
2 Hazer Group Ltd – Q1 FY25 Investor Webinar Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection Summary Information This document conta
Slide 4: Agenda
3 Hazer Group Ltd – Q1 FY25 Investor Webinar Agenda Item Q1 FY25 highlights Update on Commercial Demonstration Plant (CDP) test program Progress on commercial partnerships Competitive positioning Corporate update
Slide 5: Q1 FY25 Highlights
Q1 FY25 Highlights
Slide 6: Building the foundations for commercialisation
5 Hazer Group Ltd – Q1 FY25 Investor Webinar Building the foundations for commercialisation 1 2 3 4 Strong CDP First payment for Milestone IP on the Global clean H2 performance engineering services Hazer Process tech leader CDP testing program First payment for Strengthening IP Hazer has a unique co
Slide 7: Commercial Demonstration Plant (CDP)
Commercial Demonstration Plant (CDP)
Slide 8: Commercial Demonstration Plant snapshot
7 Hazer Group Ltd – Q1 FY25 Investor Webinar Commercial Demonstration Plant snapshot Worlds first fully-integrated demonstration of Hazer’s technology Project Summary & Update • First H & graphite achieved in Jan 20241 2 • Over 360hrs of continuous hot operations • Continuously scaled performance te
Slide 9: CDP achievements during the quarter
8 Hazer Group Ltd – Q1 FY25 Investor Webinar CDP achievements during the quarter Demonstrating operational excellence, technological leadership, and optimized production Strong Operational Performance Technological Advancements Production and Optimisation • +360 hours of continuous operation & • CH4
Slide 10: CDP performance test program delivery on track
9 Hazer Group Ltd – Q1 FY25 Investor Webinar CDP performance test program delivery on track Targeting commercial deployment readiness in 2024 Global Commercial Projects Commercial Demonstration Plant (CDP) Continuous Operation 24hr run completed 100+hrs extended operation run Solids handling demonst
Slide 11: Commercial Partnerships
Commercial Partnerships
Slide 12: First payment for engineering services on BC project
11 Hazer Group Ltd – Q1 FY25 Investor Webinar First payment for engineering services on BC project Advancing collaboration with FortisBC ahead of FID in 2025 Payment Milestone • First payment of ~A$0.4 mln received for engineering services related to the FortisBC H2 production project in Canada • Th
Slide 13: Overview of key scale-up development projects
12 Hazer Group Ltd – Q1 FY25 Investor Webinar Overview of key scale-up development projects BC, Canada Nagoya, Japan Montoir, France Pohang, Korea • Project Development • Existing LNG import • Existing LNG import • Integration into low Agreement Signed terminal or power station terminal site identif
Slide 14: Competitive Positioning
Competitive Positioning
Slide 15: Ramping up corporate activity to strengthen market position
14 Hazer Group Ltd – Q1 FY25 Investor Webinar Ramping up corporate activity to strengthen market position Expanding global visibility and engagement in key investor and industry events Energy Tech Hazer Market Gastech Position Venture Forum • Hazer a front-runner in the methane • World’s largest ene
Slide 16: Hazer's growing market opportunity
15 Hazer Group Ltd – Q1 FY25 Investor Webinar Hazer’s growing market opportunity The challenge for “green” hydrogen... …is the opportunity for Hazer Extensive global patent portfolio H2 per kg Cost Range by Type* *assumptions presented on slide 25
Slide 17: Methane pyrolysis: a fast, affordable path to clean H2
16 Hazer Group Ltd – Q1 FY25 Investor Webinar Methane pyrolysis: a fast, affordable path to clean H2 Hydrogen production technology comparison Energy Intensity (kWh/kg H2 ) Carbon Intensity (kg CO2/kg H2)^ Commercial Viability Natural Gas Hydrogen (1 Tonne) 0 - 5kg 8 - 10kWh Electricity Graphite (3
Slide 18: Corporate Update
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Slide 19: Strengthening our IP protection
18 Hazer Group Ltd – Q1 FY25 Investor Webinar Strengthening our IP protection Geographic Coverage Reinforcing our competitive edge through robust Intellectual Property protection Extensive global patent portfolio • 70+ patents and applications across five technologies • WIPO* confirms Hazer process
Slide 20: Key activities
19 Hazer Group Ltd – Q1 FY25 Investor Webinar Key activities Today CY2024 CY2025 H1 H2 H1 100 hours 240 hours 360 hours ✓ CDP Commercial Demonstration Plant (100 tpa) Online ✓ ✓ ✓ Commercial Readiness Targeted Production & Testing Program Commercial Scale-up Hazer-Fortis 2,500 tpa Canada Plant Initi
Slide 21: Upcoming corporate access
20 Hazer Group Ltd – Q1 FY25 Investor Webinar Upcoming corporate access • 28 October – High Net worth Investor Lunch – Melbourne • 29 – 30 October – 13th Australian Microcap Investment Conference – Melbourne • 22 November – Annual General Meeting (AGM), hybrid format – Perth
Slide 22: Investment highlights
21 Hazer Group Ltd – Q1 FY25 Investor Webinar Investment highlights Low-cost, clean H2 technology with strong competitive advantage Commercially ready today and co-locates with end- user infrastructure Capex-lite” license model unlocks early cash-flow Tier-1, global partnerships across strategic mar
Slide 23: Questions
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Slide 24: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: anah@we-worldwide.com
Slide 25: Abbreviations and units used
24 Hazer Group Ltd – Q1 FY25 Investor Webinar Abbreviations and units used ARENA Australian Renewable Energy Agency CCS Carbon Capture & Storage CDP Commercial Demonstration Plan IP Intellectual Property FID Final Investment Decision KTPA thousands of tonne per annum LNG Liquified Natural Gas MOU Me
Slide 26: Assumptions and notes
25 Hazer Group Ltd – Q1 FY25 Investor Webinar Assumptions and notes Slide 15 – H2 per kg cost range by type chart Sources: Company analysis and projections, modelling a range of notional outcomes: 1. Feedstock gas - North America ~US$2.0/mmbtu, Asia Pacific US$10/mmbtu, Europe ~US$8.5/mmbtu 2. ~US$4