Quadrise Plc · LSE:QED
Quadrise — Quadrise Fuels International — Shareholder Meeting (November 2021)
23 slides from Quadrise's shareholder meeting presentation, Nov 26, 2021
Slide 1: Investor Presentation – Annual General Meeting 26 November 2021
INVESTOR PRESENTATION ANNUAL GENERAL MEETING 26 NOVEMBER 2021 quadrisefuels.com
Slide 2: Disclaimer
This document ("Presentation") has been prepared by Quadrise Fuels International plc (the "Company"). It has not been verified and is for information purposes only. Where used in this document, Presentation shall mean and include the slides that follow, the oral presentation of the slides by the Com
Slide 3: Agenda
Agenda 1 2 3 BUSINESS RESOURCES SUMMARY UPDATE UPDATE Q&A quadrisefuels.com 3
Slide 4: Why Quadrise? Key role in accelerating the energy transition to net-zero
QUADRISE MSAR® & BIOMSAR™ HAVE A KEY ROLE IN Why ACCELERATING THE ENERGY TRANSITION TO NET-ZERO Quadrise? The new quest for Meanwhile… back on “green fuels”* has planet earth, technologies created an industry that could improve the There’s no “space race” for a “net-zero” dream 2030 environment toda
Slide 5: Changing the narrative
This document ("Presentation") has been prepared by Quadrise Fuels International plc (the "Company"). It has not been verified and is for information purposes only. Where used in this document, Presentation shall mean and include the slides that follow, the oral presentation of the slides by the Com
Slide 6: The economic case (1): Fuel prices and spreads have recovered since early 2020
Fuel prices and spreads have recovered since early 2020. The Refinery economics are strengthening, which is good for Quadrise. economic case (1): Bunker Fuel Prices Post-COVID demand recovery has increased biofuel prices significantly. “Spreads” Datasource: Oleochem Analytics Biofuels 6
Slide 7: The economic case (2): Estimated MSAR and bioMSAR savings are significant
Estimated MSAR® and bioMSAR™ savings are significant. The economic case (2): Average MSAR® saving MED examples for since 2020 = 29% (value to be shared) Average bioMSAR™ saving since 2020 = 19% (value to be shared) 7
Slide 8: MSAR efficiency benefits are up to 6-9%
MSAR® efficiency benefits are up to 6-9% (4S/2S). Has a key role in… Improving energy Result in 5-9% lower CO2 & GHG emissions well-to-wake. efficiency Lowering emissions At lower energy cost 8 Plus… reduced smoke (black carbon) & NOx emissions.
Slide 9: Accelerating bioMSAR commercialisation: engine testing
Accelerating bioMSAR™ commercialisation: ▪ 4-Stroke (“4S”) engine testing successfully completed at Aquafuel (02/21 and 11/21), Business VTT (07/21). Latest Aquafuel results to be published imminently. update: ▪ Next steps, commercial 2S/4S engine tests and combustion applications. ▪ Highlights to d
Slide 10: Accelerating bioMSAR commercialisation: 2021-22 roadmap
Accelerating bioMSAR™ commercialisation: ▪ Quadrise featured in “Making Waves: The Future of Shipping”. Business ▪ Commercial bioMSAR™ project opportunities are under update: development, including hybrid power generation. ▪ Discussions with crude glycerine suppliers, refiners & OEMs ongoing. ▪ Join
Slide 11: Multi-product opportunity with MSC
Multi-product opportunity with MSC (0.6kbpd/ship): ▪ MSC is one of the world’s largest container shipping & cruise lines, Business operating 560 container vessels, >40% have exhaust gas scrubbers. update: ▪ Early adopters of environmental technology & biofuels (0.85m tpa). ▪ MSC plans to accelerate
Slide 12: Decarbonising the Marine Sector: large container vessel example
Large Container Vessel Example using 25,000 tpa bunker fuel emitting ~89,000 tpa CO2 “Well-To-Wake” (WTW) Decarbonising the Marine Good options are available today to rapidly reduce CO2 emissions: Sector… ▪ MSAR® is >5% more efficient, saving >4,000tpa CO2 and investing in newbuilds ▪ LNG conversion
Slide 13: Decarbonising the Marine Sector: future fuel options
Large Container Vessel Example using 25,000 tpa bunker fuel emitting ~89,000 tpa CO2 “Well-To-Wake” (WTW) Decarbonising Future fuel options are dominating the headlines, but also require a the Marine paradigm shift in new renewable energy or CCS to be achievable: Sector… CO2 savings for Grey, Blue &
Slide 14: Heavy sweet oil opportunity, 3-10kbpd oil per site
Heavy sweet oil opportunity, 3-10kbpd oil per site: ▪ Opportunity for 0.5%S IMO compliant fuel from the Uinta basin, multiple site potential. Business ▪ Greenfield samples from Petroteq Oil Sands Plant (“POSP”) were successfully blended into MSAR® and bioMSAR™ at QRF, negating the need for a site tr
Slide 15: 2-5kbpd HFO replacement opportunity in Morocco
2-5kbpd HFO replacement opportunity in Morocco: ▪ Plans for Q3’21 Site B trial were delayed due to client restrictions. Business ▪ Plans to complete the trial in Q4 have been further delayed by recent client management reorganisation, approval to proceed still pending: update: ▪ Quadrise equipment i
Slide 16: Other business updates: Panama, Mexico, Ecuador, Central America, Saudi Arabia
Panama: • Powerplant opportunities for 4S and 2S trials being Business progressed using agents E&PC, future bunker hub. update: Mexico: • NOC Refinery & Powerplant opportunities being Other progressed using Redliner, future export location. • Draft study prepared for three main NOC refineries. Segme
Slide 17: Agenda
Agenda 1 2 3 BUSINESS RESOURCES SUMMARY UPDATE UPDATE Q&A quadrisefuels.com 17
Slide 18: Update on Quadrise human resources
Update on Quadrise human resources: Resources ▪ COO, Mark Whittle, departed in September for Greenergy; the new COO will update: start formally from 1 Jan ’22. Personnel ▪ Chairman, Mike Kirk, stands down today after the AGM. The search process for a Non-executive Chairman has commenced with head-hu
Slide 19: Cash resources in place to reach commercial revenues
Cash resources in place to reach commercial revenues: Resources ▪ £7m of cash at 30 June 2021 - representing 2 years of non-project costs*. update: ▪ One project utilizing 2 MMUs would allow the Company to break-even. Financials ▪ Current projections forecast commercial revenues during H2’22 from ke
Slide 20: Agenda
Agenda 1 2 3 BUSINESS RESOURCES SUMMARY UPDATE UPDATE Q&A quadrisefuels.com 20
Slide 21: Enabling a cleaner energy transition
1 2 3 ENABLING A GLOBAL FUNDED TO REACH CLEANER ENERGY ACTIVITIES, RAPID COMMERCIAL TRANSITION DEPLOYMENT REVENUES ▪ MSAR® technology ▪ Broad pipeline of ▪ Fully funded to achieve makes oil burn like gas projects & commercial revenues opportunities during H2’22 ▪ Reduces costs for consumers & produc
Slide 22: Investor Presentation Q&A
INVESTOR PRESENTATION ANNUAL GENERAL MEETING 26 NOVEMBER 2021 Q&A quadrisefuels.com
Slide 23: Heavy Fuel Oil (HFO) vs Quadrise MSAR and bioMSAR
HEAVY FUEL OIL (HFO) VS QUADRISE MSAR® & BIOMSAR™ What we do • Crude oil production & refining often results in heavy products & residual oils respectively that require expensive refined distillates to reduce viscosity and meet pipeline and HFO specifications. HFO is sold at a discount to crude oil,
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