Clean Teq Water Ltd · ASX:CNQ
Clean Teq Water — Shareholder Meeting (December 2022)
22 slides from Clean Teq Water's shareholder meeting presentation, December 2022
Slide 1: Clean TeQ Water AGM Presentation
CLEAN TEQ WATER AGM Presentation December 2022
Slide 2: Disclaimer
Disclaimer The Presentation has been prepared by Clean TeQ Industrial Brine Treatment Water Limited (the ‘Company’ or Municipal Effluent Re-Use ‘Clean TeQ Water’). This presentation contains certain “forward-looking statements” or “forward-looking information” within the meaning of applicable securi
Slide 3: Agenda
1. Company Overview 2. Water Solutions 3. NematiQ 4. Direct Metal Extraction 5. General Outlook 3
Slide 4: Senior Management, Board, Major Shareholders
Board Senior Management Ian Knight Sam Riggall Robyn Peter Willem Magda David Anita Mcleod Voigt Vriesendorp Klapakis Menzies Addorisio Lead Independent Non- Independent Non- Independent Non- Executive Chairman and Chief Executive Chief Financial CEO NematiQ Company Secretary Executive Director Exec
Slide 5: FY22 Highlights
FY22* Highlights • Successful demerger • Statutory revenue of $10.8m* for the 12 months to 30 June 2022, up 490% YOY • Signed and commenced four water solutions projects since the demerger with a total contract value of $20 million • Increasing global footprint with projects Asia, Africa and Austral
Slide 6: Main Updates by Business
Main Updates by Business Water Solutions Graphene Membranes Direct Metal Extraction • Substantial progress across our seven • Industrial scale production • Support Sunrise Energy Metals in projects, three already operating completed for both flat sheet recycling of Nickel and Cobalt from • Continued
Slide 7: Strong Momentum
Strong Momentum New Projects Total Revenues (A$ million) Today 10.8 Townsville NT – IX Accelerating growth NSW – EVAPX® Middle East/NESR Launch Water Ordos BIONEX™ Tech Portfolio Oman 2 2.2 Koumala – IX Townsville (Design) DRC Cobalt/Copper – CIF® 0.0 Fosterville / Kirkland Gold – DESALX® FY2020 FY2
Slide 8: Agenda
1. Company Overview 2. Water Solutions 3. NematiQ 4. Direct Metal Extraction 5. General Outlook 8
Slide 9: Recent Projects Central for Water Security in Regional Australia
Recent Projects Central for Water Security in Regional Australia Laramba Uranium removal through IX Townsville Municipal Recycling • $ 5m project for Uranium removal from ground water • $ 10m 15 MLD project • Part of a $ 28m program to improve water to Aboriginal • Recycled water for industry and ir
Slide 10: Other Projects Update
Other Projects Update Nitrate removal inner Mongolia Reinjection water for BP in Middle-East • Coal mine waste water • Increase recovery of bore well water • Nitrate removal with no secondary treatment from 30% to 90%, waste Project update Project update • Major equipment installed, construction of
Slide 11: Commercial Outlook
Commercial Outlook Europe Interest: China Recovery: Australia and Rest of the World: • Strong technology fit with • China demand has been strongly • Strong follow-up interest from regulatory and corporate trends dramatically affected by COVID latest projects in Australia • Pursuing over 30 new proje
Slide 12: ATA Technology: Rapid Tailings Dewatering Technology
ATA™ Technology: Rapid Tailings Dewatering Technology ATA™ Technology Recent Developments: • Environmentally friendly polymer-based method creating stackable solids and • Testing for use in underground gold mining rapidly recovers water for reuse targeting license agreement for sites across • Target
Slide 13: Agenda
1. Company Overview 2. Water Solutions 3. NematiQ 4. Direct Metal Extraction 5. General Outlook 13
Slide 14: The Membrane Market
The Membrane Market 1. The membrane market for water The Establishment The Innovators treatment is mature (~US$15b of the US$843b water market1) 2. Innovation driven by the newcomers 3. Market consolidates via acquisition Micropollutants $3bn $5bn Desalination 1 Source: GWI, Waterdata 14
Slide 15: Development Timeline
Development Timeline Development low cost mass Market introduction Commercial Applied R&D manufacturing process through piloting Sales 2016 2017 2018 2019 2020 2021 2022 2023 2024 NEMATIQ founded Proof of concept of Field pilots for long term Commercial sales to focus on Graphene Membrane membrane t
Slide 16: Schreurs & Sons Pilot
Schreurs & Sons Pilot 1. MOU signed with Schreurs & Sons in September 2022. If successful, this technology will allow water recycling on their farm and reduce chemical usage. 2. An important market , as 70% of global fresh water is used in the agriculture and food & beverage industries1 3. Water tre
Slide 17: FY 2023 Outlook
FY 2023 Outlook Production: 1. Larger scale production to support increased piloting and initial product sales. Market Segments for demonstration and sales: 1. Food and Beverage: Following from the Schreurs & Sons pilot, NematiQ will seek additional pilot demonstration opportunities primarily in Aus
Slide 18: Agenda
1. Company Overview 2. Water Solutions 3. NematiQ 4. Direct Metal Extraction 5. General Outlook 18
Slide 19: FY2022 Projects
FY2022 Projects 28 Nickel & Cobalt – Sunrise Energy Metals Ni Development of flowsheet for the leaching and extraction of nickel and cobalt from lithium nickel battery black mass allow metal recycling 23 Vanadium – Several clients V Development of flowsheet for the leaching and extraction of vanadiu
Slide 20: Business Activities: Direct Lithium Extraction
Business Activities: Direct Lithium Extraction Identify Identify and option the most suitable resources and reserves LOI to form Joint Venture with key industry players Process Operate the best lithium carbonate / hydroxide production process A New Paradigm in Battery Grade Lithium Production Recove
Slide 21: Process
PROCESS Process Overview Process Design Lithium brine • D2L process is based on our unique and proprietary continuous ion exchange 60 technology • Equipment and process integrated to optimize economic and environmental Sorption Barren brine outcomes • Solutions are recycled where possible to reduce
Slide 22: Outlook
Outlook • Delivery of high-profile projects in Northern Territories and Townsville • Continued sales growth across Australia, establishing presence in new regions and end-user sectors • Further international sales momentum following: ⁻ First pilots in Europe ⁻ Middle-East delivery of HIROX plant wit
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