H2g Limited · ASX:H2G
H2g — GreenHy2 — Shareholder Meeting (May 2024)
26 slides from H2g's shareholder meeting presentation, May 24, 2024
Slide 1: 2024 Annual General Meeting Chairman and Managing Director's Presentation
ASX ANNOUNCEMENT Friday 24 May 2024 GreenHy2 Limited | 2024 Annual General Meeting Chairman and Managing Director’s Presentation In accordance with ASX Listing Rule 3.13.3 please find attached the Chairman and Managing Director’s Presentation to be made at the 2024 Annual General Meeting of GreenHy2
Slide 2: GreenHy2 2024 Solid State Hydrogen Storage
For personal use only GreenHy2 2024 Solid State Hydrogen Storage
Slide 3: Overview
2022 INVESTOR PRESENTATION Overview Bringing the 100% Renewable Solid State Hydrogen Storage For personal use only solution to Customers GreenHy2 is commercialising Solid State Hydrogen Storage Technology to provide 100% Renewable Fraction Storage, Off– Grid autonomy and Safe and Reliable renewable
Slide 4: Company Snapshot
2022 INVESTOR PRESENTATION Company Snapshot For personal use only ASX Ticker H2G Capital Raising Shares on Issue 523M Rights Issue 1 for 4 Fully Subscribed Rights Issue Raised ~$630k Market Cap $5M¹ Cash @ Bank ~$1.0M Includes Underwriting of $300k Debt Nil Completed May 2024 R&D Tax Incentive 1. At
Slide 5: FY23 Highlights
FY23 Highlights (suggested reordering of activities – numbers for information and can be deleted from final) Highlights For personal use only Business Activity Achievement Comment Current Enquiries and marketing Receiving 10 Active enquiries/month Market Momentum has significantly increased in CY24
Slide 6: Infrastructure Demand
2022 INVESTOR PRESENTATION Infrastructure Demand Australian Strategic Influences -applicable to much of the Asia Pacific Region For personal use only The Solid State Hydrogen Storage is a strategic fit for Australia for the following reasons Fragile Grid System Hazard Prevention Dependence on Diesel
Slide 7: Market Analysis Sectors
2022 INVESTOR PRESENTATION Market Analysis Sectors For personal use only Predominant Stand Alone current Power Supplies Remote Diesel Substitution Telecommunications for Remote markets are (SAPS and SPSs) for Installations (AUS and NZ) Communities Government Utilities Mines, Islands etc. Current off
Slide 8: Market Near Term Customer Opportunity
2022 INVESTOR PRESENTATION Market Near Term Customer Opportunity Status of engagement with GreenHy2 o Partnered with H2G to trial fully redundant dual MEDI system for o Committed $1.5M to Project For personal use only telecommunications o TDRIP Awarded $1.5M matching Grant o System is 48-50VDC o Cur
Slide 9: Growth Strategy
Growth Strategy Organic Growth (Australian has largest identified Global Market) For personal use only • SAPS, SPS, Solid State Hydrogen Market >$100B Market to 2030 • Diesel Replacement for Remote, Rural, Mines, Islands and Diesel Supported SAPs • Microgrids using Hybrid Systems with Hydrogen/Natur
Slide 10: Technology: Solid State Hydrogen Storage in Metal Hydrides
2022 INVESTOR PRESENTATION Technology Solid State Hydrogen Storage in Metal Hydrides For personal use only Technology and Case Studies Low pressure Low (<40 bar) - temperature inherent (<65ºC) 5 9
Slide 11: Technology: Key Features
2022 INVESTOR PRESENTATION Technology Solid State Hydrogen Storage in Metal Hydrides For personal use only Key Features The technology for creating the Metal Powder Lattice is patented Hydrogen is stored as a solid within the Metal Powder Lattice H2 is stored as Low pressure Low metal hydride / (<40
Slide 12: Technology: Key Advantages
Technology 2022 INVESTOR PRESENTATION Solid State Hydrogen Storage in Metal Hydrides For personal use only Key Advantages Very High Energy Density Cost Advantage Extremely Safe 3 times more energy than Hydrogen storage is low pressure Storage cost is significantly cheaper compressed Hydrogen at 700
Slide 13: Why is hydrogen the answer
2022 INVESTOR PRESENTATION Technology Solid State Hydrogen Storage in Metal Hydrides For personal use only Why is hydrogen the answer 100% sustainable Green hydrogen is an emission free fuel Versatile Multiple energy pathways Transportable Distribute energy across sectors and regions Storable Easily
Slide 14: Intellectual Property
2022 INVESTOR PRESENTATION Intellectual Property For personal use only Metal Hydride Technology - GKN Solar and off Grid IP – GKN and GreenHy2 GKN Developed the first Commercial Solid State Storage System for Hydrogen with Integrated GreenHy2 have been working with GKN over two years to provide a fu
Slide 15: Metal Hydrides vs Traditional Battery Storage
2022 INVESTOR PRESENTATION Technology Metal Hydrides vs Traditional Battery Storage For personal use only Safety Comparison to Lithium Batteries and Compressed Hydrogen Safest way to store hydrogen Sustainability Li-ion High Lithium-ion High-pressure 100% recyclable Battery Hydrogen Metal Hydrides B
Slide 16: Products: Hydrogen Storage Commercial Systems
2022 INVESTOR PRESENTATION Products Hydrogen Storage Commercial Systems For personal use only HY2 Product Suite and Scalable Applications HY2MINI HY2MEDI HY2MEGA 10 – 25 KG 30 - 120KG +260 KG 170 - 425 KWH Electrical 0.5 – 2 MWH Electrical 8.6 MWH Energy Utility Stand-Alone Power Supplies Power Back
Slide 17: Digital Platform
2022 INVESTOR PRESENTATION Technology Digital Platform For personal use only Digital Platform and Building Blocks Adaptive Control Systems Energy as a Service OUR VISION A new solution in the area System Definition of energy transitions Advanced Analytics powered by enhanced digital services and sol
Slide 18: Digital Roadmap and Services
2022 INVESTOR PRESENTATION Technology Digital Platform For personal use only Digital Roadmap and Services Basic system monitoring Maintenance and alert and status tracking notification Advanced performance Systems and Efficiency analysis monitoring unit comparison powered by advanced analytics Opera
Slide 19: Digital RoadMap
2022 INVESTOR PRESENTATION Digital RoadMap For personal use only Analysis Input/Output Base simulation and modelling Parameter driven system definition Simulation Advanced closed loop simulation Measurements Extended simulation (+ Heat) 13 18
Slide 20: Case Studies: Off Grid
2022 INVESTOR PRESENTATION Case Studies For personal use only Off Grid Only Commercial Technology Capable of 100% Renewable Fraction Completely Green Technology is using 100% renewable generation Cost Advantage Storage cost is significantly cheaper than Lithium and diesel and has at least 30 year li
Slide 21: Case Studies: Decentralised Solutions
Case Studies 2022 INVESTOR PRESENTATION Decentralised Solutions For personal use only Application System Application System 100% Off-Grid MEDI Residential e-Charging MEDI 2MWh 60kg 16kW 12kW 2MWh 120kg 16kW 24kW Stored Energy H2 Storage Nominal Power Electrolyzer Stored Energy H2 Storage Nominal Pow
Slide 22: Case Studies: Decentralised Solutions
Case Studies 2022 INVESTOR PRESENTATION Decentralised Solutions For personal use only Application System Application System Micro Grid MEGA 100% Off-Grid MINI 17MWh 500kg 1MW 1.5MW 1MWh 25kg 8kW 10kW Stored Energy H2 Storage Nominal Power Electrolyzer Stored Energy H2 Storage Nominal Power Electroly
Slide 23: Case Studies
2022 INVESTOR PRESENTATION Case Studies For personal use only Project Details Status Next Steps Groote Eylandt MEGA System x 3 Finalising design Final design Large Mine and Aqua Reviewing funding Final investment decisions Culture Expression of Interest Island Mine 10MW Solar Ergon Thursday Island a
Slide 24: Questions & Answers
For personal use only QUESTIONS &ANSWERS
Slide 25: Disclaimer
2022 INVESTOR PRESENTATION Disclaimer EXTENT OF INFORMATION For personal use only This document has been prepared by GreenHy2 Limited (“Company”). This Presentation, including the information contained in this disclaimer, does not constitute an offer, invitation or recommendation to subscribe for or
Slide 26: Contact
For personal use only Contact Dr Paul Dalgleish Executive Chairman and Managing Director 1 Email: shareholder@greenhy2.com,au