Nh3 Clean Energy Limited · ASX:NH3
Nh3 Clean Energy — Shareholder Meeting (November 2022)
30 slides from Nh3 Clean Energy's shareholder meeting presentation, Nov 30, 2022
Slide 1: A Future Energy and Energy Materials Company
Hexagon Energy Materials Ltd A Future Energy and Energy Materials Company Corporate and Strategy Update 30 November 2022 Annual General Meeting Presentation ASX: HXG, November 2022
Slide 2: Important Notices
Important Notices DISCLAIMER The purpose of this presentation is to provide background information to assist in obtaining a general understanding of the Company’s proposals and objectives. This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking st
Slide 3: Contents
Contents 1 Corporate Strategy Recap 2 Project and Strategic 3 Progress Project Milestone Summary November 2022 AGM Presentation
Slide 4: Corporate Strategy Recap
30 November 2022 AGM Presentation Corporate Strategy Recap 4
Slide 5: Corporate Assets and Focus
Corporate Assets and Focus Future energy and energy materials asset base, focused on project development in Northern Australia. Future Energy: Northern Australia 1. Western Australian (WA) U.S.A. Hydrogen Project - WAH2 Future Energy Materials: 2. The McIntosh Project: Graphite, Nickel, Copper and P
Slide 6: Corporate Strategy
Corporate Strategy Secure and leverage technical and commercial alliances, by commodity. Future energy and future energy materials core focus. Future Energy Commodity Value Creation CORE Clean Hydrogen Blue to Green Hydrogen (Ammonia) WAH2 Australia - WA Future Energy Materials Nickel-Copper-PGEs Mc
Slide 7: Hexagon Moving Forward Summary
Hexagon Moving Forward Summary Secure and leverage technical and commercial alliances, by commodity. Future energy and future energy materials core focus. 1. Future Energy: Clean Hydrogen. a) NT (Pedirka) Hydrogen PFS completion by 28 February 2022. b) Northern Australian opportunity focus:- WA Blue
Slide 8: Corporate Strategy actual vs objectives
Corporate Strategy actual vs objectives Project Objective Actual Complete Pedirka NT PFS by Completed PFS on time and under Clean Hydrogen Feb 2022 and advance WAH2 budget using savings to progress Blue to Green project WAH2 scoping study Undertake fundraising to finance Successful raise of $1.911m
Slide 9: Project and Strategic Progress
30 November 2022 AGM Presentation Project and Strategic Progress 9
Slide 10: WAH2
30 November 2022 AGM Presentation WAH2 10
Slide 11: Future Energy: Hydrogen
Future Energy: Hydrogen Hydrogen is a clean, versatile energy source with strong growth in demand forecast. Hydrogen Use by Sector & Hydrogen Production by Source EJ 70 • The global clean hydrogen market is forecast to reach Emission Based Net Zero 69.8 69.6 US$300 billion (+ A$410 billion) in sales
Slide 12: Western Australia Focus: WA Hydrogen Project
Western Australia Focus: WA Hydrogen Project Practical, low risk and establishment cost with high potential for commercial success. Large scale, clean hydrogen project supplying domestic and global markets. Blue to Green Transitioning + CCS NH3 Modular plant allowing rapid scale up as markets grow.
Slide 13: WA Hydrogen Project – Next steps and milestones
WA Hydrogen Project – Next steps and milestones The NT PFS allowed the Company to identify key cornerstones for success. Cornerstone Objective Progress Natural Gas Supply Natural Gas is the preferred Initial discussions with potential feedstock for the project providers advanced - Commercial Advisor
Slide 14: WA Hydrogen Project – Next steps and milestones
WA Hydrogen Project – Next steps and milestones The data learnt from the NT project PFS (Feb 2022) and the industry contacts made has allowed the Company to accelerate WAH2 progress. Q4 Q1 Q2 Q3 Q4 2022 2023 2023 2023 2022 • Completion of • MoUs with Gas • Completion of • Advanced • Advanced MoUs WA
Slide 15: McIntosh Nickel / PGE
30 November 2022 AGM Presentation McIntosh Nickel / PGE 15
Slide 16: Future Energy Materials: Graphite, Nickel, Copper & PGE’s
Future Energy Materials: Graphite, Nickel, Copper & PGE’s Clean energy technologies are driving substantial (+20 fold) growth in demand for future energy materials. Minerals Used in Selected Clean Energy Technologies Projected Growth of Selected Minerals from 2020 to 2040 Source: Sustainable Develop
Slide 17: Future Energy Materials: The McIntosh Nickel Project
Future Energy Materials : The McIntosh Nickel Project- Significant Nickel, Copper and PGE deposits nearby – in good company. The Kimberley region of McIntosh: Update Western Australia hosts a number of • Three Ni-Cu-PGE “Drill-ready” targets confirmed economically significant from analysis of the 20
Slide 18: Future Energy Materials (Core): The McIntosh Project
Future Energy Materials (Core): The McIntosh Project Deposit Name ASX Company Market Cap. Source of JORC Resources etc Resources information Code Name [$ M] Market sources and Comments (7/4/2022) Cap. information 1 Savannah PAN Panoramic 749 ASX website 13,500,000t @ 1.56% Ni, 0.7% Cu, https://panor
Slide 19: Future Energy Materials (Core): The McIntosh Project
Future Energy Materials (Core): The McIntosh Project Highly prospective Nickel, Copper, PGE ground holdings with established Graphite deposits. • McIntosh is in a well-established Ni-Cu-PGE area with the potential to host a Multi-geological model • Voisey Bay massive sulphides • Stillwater/Bushveld
Slide 20: Future Energy Materials: The McIntosh Project
Future Energy Materials: The McIntosh Project RC Drilling Completed 2022 • 850m RC program focused on defined high Priority drill targets • Two untested airborne electromagnetic (AEM) anomalies Anomaly 22 and Anomaly 9 • Two untested ground Induced Polarisation (IP) anomalies A and B • Disseminated
Slide 21: McIntosh drilling targets
McIntosh drilling targets Further drilling planned at geochemical target relating to 2021 soils program • Panton Peridotite - Anomalies include 3.63g/t 3PGE, 0.35% Cu, 0.18% Ni and 3.01 g/t 3PGE, 0.27% Ni. Significant historical drill intercepts of 1m @ 1.00g/t 3PGE in hole SMP002 and 20m @ 0.75g/t
Slide 22: MacIntosh– Next steps and milestones
MacIntosh– Next steps and milestones The work undertaken over the past 12 months forms the foundation for the coming year. Q4 Q1 Q2 Q3 Q4 2022 2023 2023 2023 2022 • Completion of • “Down Hole” • Assay results • Additional drill • Strategic plan for stage 1 drill work Electro Magnetic from drill core
Slide 23: Graphite Joint Ventures / Earn Ins
30 November 2022 AGM Presentation Graphite Joint Ventures / Earn Ins 23
Slide 24: The Ceylon Graphite Project: USA
The Ceylon Graphite Project: USA Leverage South Star Battery Metals Graphite commodity focus and project development experience. 8 December 2021: Earn-In & Option Agreement signed - Total C$750,000 over 3 years for 75% Earn-In. Update: Exploration/Resources • September - completed a 10-15 holes prog
Slide 25: The McIntosh Graphite Project: WA
The McIntosh Graphite Project: WA Green Critical Minerals have earn in for Graphite mineral rights at McIntosh. March 2022: Term Sheet signed for 20% free carry to Decision to Mine. Update: Corporate Transaction • November – Green Critical Minerals acquired by Chase Mining and undertook a capital ra
Slide 26: Halls Creek Gold
30 November 2022 AGM Presentation Halls Creek Gold 26
Slide 27: The Halls Creek Project
The Halls Creek Project High grade Gold and Base Metals prospects for the Halls Creek Project. • Halls Creek is a historic gold mining area (1880’s). HISTORIC SURFACE SAMPLING INCLUDES: Lady Helen Granite Bent Ridge 56g/t Au from trench 11.5g/t Au 1.38g/t Au sample and 36.5g/t Au from rock chip samp
Slide 28: Near term Project Milestones
30 November 2022 AGM Presentation Near term Project Milestones 28
Slide 29: Summary – Next steps and milestones
Summary – Next steps and milestones The coming 12 months should generate a huge volume of milestones and progress. Q4 Q1 Q2 Q3 Q4 2022 2023 2023 2023 2022 • Completion of • MoUs with Gas • Completion of • Advanced • Advanced MoUs WAH2 WAH2 Scoping Supply and CO2 WAH2 PFS securing of WAH2 with strate
Slide 30: Future Energy and Energy Materials in Western Australia
FUTURE ENERGY AND CHARLES WHITFIELD Chairman ENERGY info@hxgenergymaterials.com.au MATERIALS IN WESTERN hxgenergymaterials.com.au AUSTRALIA
Nh3 Clean Energy — Shareholder Meeting (November 2022) on 6ix