Parkway Corporate Limited · ASX:PWN
Parkway Corporate — Shareholder Meeting (November 2024)
35 slides from Parkway Corporate's shareholder meeting presentation, Nov 27, 2024
Slide 1: 2024 Annual General Meeting Group Managing Director & CEO Presentation
ASX Announcement 27 November 2024 2024 ANNUAL GENERAL MEETING GROUP MANAGING DIRECTOR & CEO PRESENTATION MELBOURNE, Australia – Parkway Corporate Limited (“Parkway” or the “Company”) (ASX: PWN, FSE: 4IP) is pleased to provide the attached presentation (“Presentation”) to be delivered by Parkway Grou
Slide 2: Parkway Investor Hub
PARKWAY INVESTOR HUB To stay up to date with the latest news, access additional investor related resources including research reports and interact with Parkway by posting questions and feedback through a Q&A function, we encourage investors to sign- up to the Parkway Investor Hub. How to sign-up to
Slide 3: Building a leading industrial water treatment technology company
Building a leading industrial water treatment technology company. 2024 AGM – MD PRESENTATION 27 November 2024 Bahay Ozcakmak ASX: PWN | pwnps.com Group Managing Director & CEO
Slide 4: Disclaimer
Disclaimer Forward-Looking Statements Completeness and Accuracy of Information This presentation may contain forward-looking statements. The No representation or warranty is made as to the accuracy, completeness or correctness words “continue”, “expect”, “forecast”, “potential” and other of the info
Slide 5: Outline
Outline Topics § CY2024 Key Highlights 05 § Developing & Delivering Industrial Solutions 09 § QLD CSG Brine Opportunity 19 § Corporate Details 29 Additional investor information available at the Parkway Investor Hub: https://investorhub.pwnps.com Parkway Corporate Limited (ASX:PWN) | 2024 AGM - MD P
Slide 6: Our Mission
Our Mission “Building a leading industrial water treatment technology company. Parkway Corporate Limited (ASX:PWN) | 2024 AGM - MD PRESENTATION | 27 November 2024 www. pwnps.com | 4
Slide 7: CY2024 Key Highlights
CY2024 – Key Highlights Parkway Corporate Limited (ASX:PWN) | 2024 AGM - MD PRESENTATION | 27 November 2024 www. pwnps.com | 5
Slide 8: CY2024 Key Highlights
CY2024 – Key Highlights Industrial Technology Division § Completed various landmark studies, including: § Pre-FEED study for global energy company. § Technology evaluation study for global mining company. § Advanced range of QBS Master Plan related objectives. § Established Parkway Centre for Brine
Slide 9: Strategic Acquisition – Tankweld Group
Strategic Acquisition – Tankweld Group Overview Core Capabilities § On 13 March 2024, Parkway announced and completed the acquisition of § Engineering Tankweld Group, a leading industrial engineering solutions provider. § Concept through to mechanical design. § Tankweld provides a comprehensive, one
Slide 10: Financial Performance – Strong Revenue Growth
Financial Performance – Strong Revenue Growth Transition to Profitability § Growing operating revenues are underpinning the transition to underlying profitability, towards cash flow breakeven^. FY21 FY22 FY23 FY24 FY25-Q1 $8.90m Annual ($ million) FY25-Q1 Group Revenue $4.25m $4.04m $3.38m FY25-Q1 E
Slide 11: Developing & Delivering Industrial Solutions
Developing & Delivering Industrial Solutions Parkway Corporate Limited (ASX:PWN) | 2024 AGM - MD PRESENTATION | 27 November 2024 www. pwnps.com | 9
Slide 12: Problem – Impact of Industrial Operations
Problem – Impact of Industrial Operations MINING Unsustainable brine extraction “ creating community & environmental challenges. MINING Extensive wastewater generation, Globally significant including waste brines and acid & metalliferous drainage (AMD). wastewater challenges, ENERGY impact sustainab
Slide 13: Market – Key Addressable Wastewater Markets
Market – Key Addressable Wastewater Markets Key Markets Mining & Energy Industrial Wastewater Municipal & Desalination § Wastewater treatment opportunities § < 10% of wastewater currently recycled § Large and growing global markets § Limited access to freshwater is § Access to freshwater is becoming
Slide 14: Solution – Innovative Process Technologies
Solution – Innovative Process Technologies “ The Problem we are Solving § We are focused on industrial, mining & energy industries. § < 10% of industrial wastewater globally, is recycled. § We believe industrial process technologies are the answer. Innovative technologies Our Process Technologies §
Slide 15: Technology – Cracking the Process Code
Technology – Cracking the Process Code Cracking the Process Technology Code § Parkway is focused on developing industry-wide solutions (large markets) for some of the most difficult (complex and expensive) wastewater related problems facing extractive industries, such as the energy (oil & gas), and
Slide 16: Delivery – Go-to-Market Strategy
Delivery – Go-to-Market Strategy Platform of Integrated Water Treatment Related Capabilities Parkway – Delivering Integrated Solutions § Parkway has built a specialised platform to support the delivery of high value industrial water treatment related solutions. We’ve built a portfolio of high-qualit
Slide 17: Delivery – Industrial-Scale Projects
Delivery – Industrial-Scale Projects Overview § Since the acquisition of Tankweld Group in March 2024, Parkway is increasingly delivering large-scale industrial wastewater related infrastructure solutions. Project Profile 1: Wastewater Infrastructure (recently completed) § Upgrade of wastewater stor
Slide 18: Delivery – Achieving Significant Market Traction
Delivery – Achieving Significant Market Traction Building Momentum Energy Clients: § Parkway has developed capabilities to successfully deliver a § Leading global energy companies. range of industrial solutions for tier-1 global companies. § Progressively built a high-quality and growing client base
Slide 19: Technology – Underpins Value Creation
Technology – Underpins Value Creation Methodically Executing Commercialisation Strategy § PPT is targeting large high margin projects with recurring revenues, in key target markets. § PPS provides launch platform for PPT to penetrate these target markets, as PPS has: § Proven capabilities in providi
Slide 20: Technology – Strategic Commercialisation
Technology – Strategic Commercialisation Strategic Insight Value Creation Through Technology § We understand how technology creates value. § Invention (technology) is a key source of sustained competitive advantage (power). Target Applications § Technology adoption in and of itself, is not a valid o
Slide 21: QLD CSG Brine Opportunity
QLD CSG Brine Opportunity Parkway Corporate Limited (ASX:PWN) | 2024 AGM - MD PRESENTATION | 27 November 2024 www. pwnps.com | 19
Slide 22: Queensland CSG Industry – Overview
Queensland CSG Industry – Overview Heading § tba Downstream Operations Upstream Operations Overview Downstream Operations § Extensive upstream operations supply coal seam gas, which is piped to 3 § During the early 2010’s, >$80 billion invested in liquefied natural gas (LNG) plants (the downstream o
Slide 23: Queensland CSG Industry – Brine Challenges
Queensland CSG Industry – Brine Challenges Growing Upstream Operations § Upstream CSG production is being expanded to: § Meet Australian east coast gas demand. § Assist with decarbonisation (displace thermal coal power generation, particularly in Queensland). § Key role in firming intermittent renew
Slide 24: Queensland CSG Industry – Brine Solutions
Queensland CSG Industry – Brine Solutions CSG Brine – The Enduring Problem CSG Brine – The Emerging Solution § Despite significant investment (>$100 m) by the CSG industry § Parkway (including through acquired entities) has been over many years, supported by leading wastewater solution developing wa
Slide 25: Queensland CSG Industry – QBS Master Plan
Queensland CSG Industry – QBS Master Plan Development of Technology-Based Solution Master Plan Presentation § Parkway has developed a viable pathway to process concentrated CSG derived brines through a proprietary process technology platform. § Parkway process converts waste brine into valuable indu
Slide 26: CSG Brine Treatment – Comparative Analysis
CSG Brine Treatment – Comparative Analysis Alternate (SSR) Salt Encapsulation (SEF) Proprietary (QBS) Salt Recovery Processes Approaches Processing Route Range of historical “selective salt Involves crystallising brine into mixed Highly innovative proprietary flowsheet recovery (SSR)” approaches sal
Slide 27: Queensland CSG Industry – Parkway Timeline
Queensland CSG Industry – Parkway Timeline CSG Industry Milestones APPEA released landmark Queensland Government Commencement of First CSG derived LNG report: Queensland gas: released the: Coal Seam domestic CSG production cargo exported from end-to-end water use, Gas Brine Management in Queensland
Slide 28: Building Queensland Brine Solutions – QBS
Building Queensland Brine Solutions – QBS Overview § QBS has been established by Parkway to specifically lead the implementation of QBS Master Plan related objectives, including the Integrated Brine Management Solution. QBS Core Mission § To lead the implementation of a technology-based solution to
Slide 29: QBS – Integrated Brine Management Solution
QBS – Integrated Brine Management Solution QBS – Liquid Waste Management Services Logistics Operations QBS – Industrial Chemical Complex QBS-U2 Central Upstream Nominal Capacity Hub 50% of total CSG brine Product 1 Caustic soda (NaOH) Transport QBS-D Central Product 2 100% of CSG industry waste brin
Slide 30: QBS – Commercial Roadmap
QBS – Commercial Roadmap Overview Recent Focus – Upstream § Development of the Integrated Brine Management Solution § Innovative process flowsheets, substantially based on (IBMS) provides a roadmap to progressively implement a established industrial equipment routinely designed, valuable solution th
Slide 31: Corporate Details
Corporate Details Parkway Corporate Limited (ASX:PWN) | 2024 AGM - MD PRESENTATION | 27 November 2024 www. pwnps.com | 29
Slide 32: Corporate – Capital Structure
Corporate – Capital Structure Capital Structure Current Board of Directors Ordinary Shares (PWN) on issue 2,761,113,855 § Highly experienced board with significant 12-month Trading Range $0.007 - $0.013 domain expertise in industrial, energy, mining, waste and technology sectors. Market Capitalisati
Slide 33: Corporate – Summary
Corporate – Summary Industrial Technology Division § Portfolio of proprietary process technologies provides platform for delivering strategic solutions and substantial value creation. “ § Significant traction in key markets, particularly QLD CSG industry. Industrial Operations Division § Following a
Slide 34: Message from the Group Managing Director & CEO
“ Over the past year we’ve continued to build our Industrial Operations & Technology divisions. We are now on the cusp of implementing our plans to deliver a highly valuable Integrated Brine Management Solution for the Queensland CSG industry. This is an ambitious but potentially transformational un
Slide 35: Building a leading industrial water treatment technology company
Building a leading industrial water treatment technology company. Parkway Corporate Limited (ASX:PWN) | 2024 AGM - MD PRESENTATION | 27 November 2024 www. pwnps.com | 33
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