Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Pritchard Capital Energize 2009 Conference
17 slides from Synthesis Energy Systems's conference presentation, Jan 14, 2009
Slide 1: Synthesis Energy Systems
N—T— | SYNTHESIS ENERGY SYSTEMS Matt Whitaker Senior Vice President Pritchard Capital Energize 2009 Conference January 14, 2009 Cleanly Unlocking the Value of Coal
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), All statements, other than s
Slide 3: SES - A Global Industrial Gasification Company
SES - A Global Industrial Gasification Company Our business is to build, own and operate gasification plants in China, the U.S. and ultimately worldwide: > Pure-play gasification company with first mover advantage > Demonstrated ability to implement unique technology with first project complete and
Slide 4: Overview of the Gasification Process
Overview of the Gasification Process Gasification is a proven process that converts solid hydrocarbon fuels into synthesis gas (“syngas”), which can be used to produce valuable chemical and motor fuel products. Creates a capturable CO, stream. Syngas (CO, Hydrogen) Gasifier . Limits production of Bi
Slide 5: Our Global Presence
Our Global Presence North American Coal Otter Creek, ND (under development) Q 1] Chinese a Headquarters q Shanghai Hal Hua : Noifh American Coal Zaozhuang City Mississippi : ~~ (under development) (operating) Corporate YIMA— Headquarters Henan Province Houston, Texas (under development) Hai Hua Gasi
Slide 6: U-GAS — A True Technology Advantage
U-GAS® — A True Technology Advantage Proven Technology > Developed by the Gas Technology Institute over the past 30 years > SES possesses significant proprietary “know-how” and engineering capabilities and continues to improve on the technology (6 patents pending) Exclusive License > Exclusive globa
Slide 7: Coal Provides an Attractive Cost Advantage Over Other Energy Commodities
Coal Provides an Attractive Cost Advantage Over Other Energy Commodities Historical U.S. commodi $30 NYMEX Gasoline ——-NYMEK Natural Gas ——PRE Coal $25 $20 EB 5 Ems Gasoline PS $2.99 8 ho NatGas $.60 ts coal ne ba $0 Oct-98 Oct-99 Oct-oo Oet-or Oct-oz Get-og Oct-04 Oct-og Cet-06 Oet-o7 Oct-08 Scarce
Slide 8: Today's Energy Pathways
Today’s Energy Pathways i E Global 5 Gasoline + 5 Crude E $21.55/mmbtu" fs) Petroleum refining es Methanol as a cali gasoline substitute CO, stream g : € : a be Syngas i MIG technol 2 Coal HG 7 an OMB a $0.87/mmbtu => (CO, Hydrogen) ==> e— : —_—> H 5 Methanol Methanol- 3 to-Gasoline By U-GAS@ . Limi
Slide 9: Our Strategy: Build, Own and Operate U-GAS Facilities
Slide 10: Our Focus: The U.S. and China
Our Focus: The U.S. and China @ Coalreserves(tonnes) & Oilreserves (Bbl) 115bn ¢ Strong long-term demand for domestically produced energy and chemical feedstocks ¢ Shortage of domestic oil & gas energy resources Political and regulatory commitment to clean coal technologies e “China” advantage - fas
Slide 11: Carbon Management is a Part of SES's Long-Term Strategy
Carbon Management is a Part of SES’s Long-Term Strategy Russia canada | | Europe al be 1900. 7 \ 0 MEL *0 usa ‘gia Pacific tne (exc. China) 3.708 = ( po fll ss ‘Africa fre | ‘central & Mls ‘South America =f 30 lll 20 lm Carbon dioxidestorage capacity (bn tonnes) = Proved coal reserves (bn tonnes) SE
Slide 12: Carbon Management is a Priority at SES
Carbon Management is a Priority at SES Sales for Enhanced Oil Recovery Sequestration Carbon capture is ¢ Well understood technology . ¢ Legal framework still under already a part of vievelopment our process
Slide 13: Hai Hua Joint Venture
Hai Hua Joint Venture HAI HUA PROJECT Location Zaozhuang City, China Capacity 300 tonnes/day of coal (25 MW equivalent) Product Syngas Design Output 28,000 sem/hr Build Cost $36 million Financing Industrial and Commercial Source Bank of China (ICBC) Term Loan $12 million Groundbreaking Q4 2006 Commi
Slide 14: Hai Hua construction timeline
Oct ‘06 Dec ‘06 Feb ‘07 May ‘07 Oct ‘07 Ground- Breaking Ceremony Government Approvals Received Engineering Complete Equipment Installed Constructio n Complete
Slide 15: Yima Joint Venture
Yima Joint Venture YIMA PROJECT — PHASE I Location Henan Province, China Capacity 2,000 tonnes/day of coal (200 MW equivalent) Product Methanol/DME Design Output 500,000 tons/year of methanol (100mm gallons/year gasoline equivalent) Expected Cost Approx. $350 million Financing Partner provided Groun
Slide 16: Financial Summary
Financial Summary NASDAQ: SYMX Date of Listing November 1, 2007 Shares Outstanding (Fully Diluted) Approximately 48 million shares 52-Week Range $0.52 - $15.92 Average Daily Volume (3-month) 194,766 shares Equity Offerings June 2008 $100 million at $9.25 per share November 2007 $54 million at $9.00
Slide 17: Synthesis Energy Systems
N—T— | SYNTHESIS ENERGY SYSTEMS Matt Whitaker Senior Vice President Pritchard Capital Energize 2009 Conference January 14, 2009 Cleanly Unlocking the Value of Coal
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