Hazer Group Ltd. · ASX:HZR
Hazer — Bell Potter Unearthed Conference 2025
32 slides from Hazer's conference presentation, Feb 13, 2025
Slide 1: ASX announcement cover note: Corporate Presentation
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 CORPORATE PRESENTATION PERTH, AUSTRALIA; 13 February 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) will be presenting at the Bell Potter Unearthed Conference today. Th
Slide 2: Hazer Group: Redefining clean hydrogen
ASX:HZR For personal use only Hazer Group Redefining clean hydrogen Bell Potter Unearthed Conference Thursday, 13 February 2025
Slide 3: Disclaimer
2 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection Summary Info
Slide 4: Hazer Group is decarbonising gas with world-leading climate technology
For personal use only 3 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 “Hazer Group is decarbonising gas with a world-leading climate technology; accelerating delivery of affordable clean hydrogen; at scale”
Slide 5: Hazer's technology advantage
4 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Hazer’s technology advantage For personal use only Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite • Hazer Group Limited is a technology development company undertaking the co
Slide 6: Hazer's unique market advantage
5 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Hazer’s unique market advantage For personal use only Hazer has a distinguishing competitive edge that sets us apart in the clean hydrogen arena Advanced TRL Low Cost Proven Scalability Fluidised bed reactor Driven by low energy
Slide 7: Q2 FY25 Highlights
For personal use only Q2 FY25 Highlights
Slide 8: Q2 FY25 Highlights: Focus on commercialisation
7 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Q2 FY25 Highlights: Focus on commercialisation For personal use only Commercialise • CDP test program successfully completed, de-risking technology and commercialisation • Process performance data validates scalability; confirms
Slide 9: Executing scale-up strategy in hard-to-abate sectors
8 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Executing scale-up strategy in hard-to-abate sectors For personal use only Strategy: Enablers: MONETISE & • Commercial scale projects in multiple • Canada FID GROW jurisdictions under license agreements • Large scale license dea
Slide 10: Technology Readiness (CDP)
For personal use only Technology Readiness (CDP)
Slide 11: Advanced technology readiness - TRL
10 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Advanced technology readiness - TRL 7 For personal use only Project Rapid development since company founding and advancing Tech Readiness Level (TRL) Development Pipeline (1 0 0 t p a H 2 continuous) (~<2 kg/hr* semi-continuous
Slide 12: CDP test program successfully completed
11 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 CDP test program successfully completed For personal use only Worlds first fully-integrated demonstration of Hazer’s technology • Technology scale-up & commercialisation de-risked • Over 450 hrs continuous operation achieved •
Slide 13: Strong results provide confidence in scalability
12 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Strong results provide confidence in scalability For personal use only CDP data and early reactor modelling validate commercial design basis • Hazer proprietary reactor kinetic model developed • Model response matches pilot & C
Slide 14: Confirmed economic viability and competitiveness
13 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Confirmed economic viability and competitiveness For personal use only Hazer's technology costs are very competitive when compared to all other hydrogen production types H2 per kg Cost Range by Type* $7 • Hazer is cost-competit
Slide 15: Commercial Projects & Partnerships
For personal use only Commercial Projects & Partnerships
Slide 16: Solid progress on first commercial project in Canada
15 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Solid progress on first commercial project in Canada For personal use only Partnership with FortisBC to develop a 2,500tpa hydrogen facility in Canada • FortisBC 100% project owner; Hazer technology licensor • Binding agreement
Slide 17: Overview of key scale-up development projects
16 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Overview of key scale-up development projects For personal use only BC, Canada Nagoya, Japan Montoir, France Pohang, Sth Korea • Project Development • Existing LNG import • Existing LNG import • Integration into existing Agreem
Slide 18: Hazer's global partners & projects
17 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Hazer's global partners & projects For personal use only Tier-1 partners developing commercial projects in North America, Europe and Asia-Pacific Extensive international project pipeline developing with large corporations acros
Slide 19: Hazer Graphite – A Critical Mineral
For personal use only Hazer Graphite – A Critical Mineral
Slide 20: Graphite production diversifies earnings
19 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Graphite production diversifies earnings For personal use only A synthetic, low emissions product with differentiated morphology and properties • Highly structured vs amorphous carbon black • Iron inclusions produce magnetic gr
Slide 21: Hazer graphite: multiple applications & high value
20 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Hazer graphite: multiple applications & high value For personal use only Initial focus on high confidence, high volume applications with no/minimal post-treatment Market Development 'Drop In' Price Emissions Application Incumbe
Slide 22: Business Model & Valuation
For personal use only Business Model & Valuation
Slide 23: "Capex-lite" business model enables early free-cashflow
22 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 “Capex-lite” business model enables early free-cashflow For personal use only Hazer business plan premised on licensing and royalty revenues avoiding large-scale capex exposure • One technology, two valuable markets Hydrogen •
Slide 24: Illustrative plant economic indicators
23 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Illustrative plant economic indicators For personal use only Licensing model delivers attractive returns for Hazer Illustrative Plant (50ktpa H2 ktpa) Cash Flows* 500 Illustrative Hazer Returns: 400 300 • “Capex-lite” - No capi
Slide 25: For personal use only
For personal use only Corporate Update
Slide 26: Hazer's strengthening global IP portfolio
25 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Hazer’s strengthening global IP portfolio For personal use only Strategic patents enhance our commercial opportunities globally Extensive global patent portfolio • Key patent awarded in EU for Hazer graphite morphology • Signif
Slide 27: $6.2M Government grant to accelerate commercialisation
26 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 $6.2M Government grant to accelerate commercialisation For personal use only The Lower Carbon Grants Program supports transformational technologies that reduce carbon emissions • Administered by the WA Government, funded by the
Slide 28: 2025 strategic priorities – Accelerating to scale
27 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 2025 strategic priorities – Accelerating to scale For personal use only Multiple near-term catalysts to unlock value creation 1 Accelerate reactor scale-up to meet demand for large-scale commercial projects Commercialising Tech
Slide 29: Investment case
28 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Investment case For personal use only Low-cost, clean H2 technology with strong competitive advantage Commercially ready today and co-locates with end- user infrastructure Capex-lite” license model unlocks early cash-flow Tier-
Slide 30: Hazer Group Ltd
Hazer Group Ltd For personal use only ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: anah@we-worldwide.com
Slide 31: Abbreviations and units used
30 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Abbreviations and units used For personal use only ARENA Australian Renewable Energy Agency CCS Carbon Capture & Storage CDP Commercial Demonstration Plan IP Intellectual Property FID Final Investment Decision KTPA thousands of
Slide 32: Assumptions and notes
31 Hazer Group Ltd – Bell Potter Unearthed Conference – 13 February 2025 Assumptions and notes For personal use only Slides 13 - H2 per kg cost range by type and by market Sources: Company analysis and projections, modelling a range of notional outcomes: 1. Feedstock gas - North America ~US$2.0/mmbt