H2g Limited · ASX:H2G
H2g — GreenHy2 — Shareholder Meeting (May 2023)
30 slides from H2g's shareholder meeting presentation, May 31, 2023
Slide 1: ASX Announcement: 2023 AGM Chairman and Managing Director's Presentation
ASX ANNOUNCEMENT Wednesday 31 May 2023 GreenHy2 Limited | 2023 Annual General Meeting Chairman and Managing Director’s Presentation For personal use only In accordance with ASX Listing Rule 3.13.3 please find attached the Chairman and Managing Director’s Presentation to be made at the 2023 Annual Ge
Slide 2: 2023 Annual General Meeting
For personal use only 2023 ANNUAL GENERAL MEETING
Slide 3: GreenHy2 AGM 2023 Agenda
GreenHy2 AGM 2023 For personal use only Welcome to Shareholders Declare the Meeting Open Agenda Formal Items of Business Three Resolutions to be Voted Upon The Voting Process will be Conducted and Recorded by Link MarketServices The Current Voting Status including Proxy Count will be Outlined Outcom
Slide 4: Formal Items of Business
For personal use only Formal items of Business Annual General Meeting, 31 May 2023 at 11am AEST
Slide 5: Meeting & Voting Procedure
MEETING & VOTING PROCEDURE For personal use only Voting on the resolutions will be conducted by way of poll. The resolutions for consideration today may only be voted on by shareholders, proxy holders and shareholder company representatives. Only shareholders, proxy holders or duly appointed represe
Slide 6: Business – Consideration of Reports
BUSINESS – CONSIDERATION OF REPORTS For personal use only The first item is to receive and consider the Company’s report for the financial year ended 31 December 2022. The auditor is available to take questions about the conduct of the audit, and the preparation and content of the independent audit
Slide 7: AGM Formally Closed
For personal use only AGM Formally Closed
Slide 8: Chairman & Managing Director's Address
For personal use only Chairman & Managing Director’s Address
Slide 9: Overview
2022 INVESTOR PRESENTATION Overview Bringing the 100% Renewable For personal use only Solid State Hydrogen Storage solution to Customers GreenHy2 is commercialising the next generation of Stand-Alone Power Supplies using Solid State Hydrogen Storage Technology that will provide Australia's electrici
Slide 10: Company Snapshot
2022 INVESTOR PRESENTATION Company Snapshot For personal use only ASX Ticker H2G Top shareholders Shares on Issue 419M Angophora Capital Pty Ltd 19.9% Market Cap $16M¹ Other 48.17% Cash @ Bank $2.2M Debt Nil Anthony Barton & Associates 13.13% Top 20 Ownership ~75% Dr Paul Dalgleish Bontempo Nominees
Slide 11: FY22 Highlights
FY22 Highlights For personal use only Highlights Business Activity Achievement Comment Divestment of Loss making Business TAMS Loss of $0.7M [6 MTH] Loss of $3.8M FY21 Successful Capital Raising $1.8M 15% Raise Completed at 15% Discount to Market Company Name Change GreenHy2 Limited ASX Ticker Code
Slide 12: Future Growth
Future Growth For personal use only GreenHy2 Growth Strategy Organic Growth • SAPS, SPS, Solid State Hydrogen Market • Large Scale Hydrogen Storage (Alternative to Compressed Gas) Mergers and Acquisitions • Synergistic Engineering Business (Renewable and Hydrogen) • Synergistic EPC Business (Energy,
Slide 13: Technology: Solid State Hydrogen Storage in Metal Hydrides
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 14: Technology: Key Advantages
2022 INVESTOR PRESENTATION Technology Solid State Hydrogen Storage in Metal Hydrides For personal use only Key Advantages Very High Energy Density Cost Advantage Extremely Safe 3 times compressed Hydrogen at Hydrogen storage is low pressure Storage cost is significantly cheaper 700 Bar and up to 10
Slide 15: 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 16: 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 17: 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 Lithium-ion High-pressure 100% recyclable Li-ion High Battery Hydrogen Metal Hydrides B
Slide 18: 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 19: 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 20: 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 21: 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 14
Slide 22: Infrastructure Demand: Australian Strategic Influences
2022 INVESTOR PRESENTATION Infrastructure Demand Australian Strategic Influences 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 Low Cost and Economic Solution Australia has a
Slide 23: 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 24: Market Analysis Customers
2022 INVESTOR PRESENTATION For personal use only Market Analysis Customers Customer Market Status of engagement with greenHy2 o 1% of Customers are uneconomical o Prequalified with others for 300 units with respect to grid costs o Commitments around Mid to late 2023 Essential Energy o 1% of Customer
Slide 25: 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 26: Case Studies: Decentralised Solutions
2022 INVESTOR PRESENTATION Case Studies 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 27: Case Studies: Decentralised Solutions
2022 INVESTOR PRESENTATION Case Studies 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 28: Questions & Answers
For personal use only QUESTIONS &ANSWERS
Slide 29: Disclaimer
2022 INVESTOR PRESENTATION Disclaimer For personal use only EXTENT OF INFORMATION 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 30: Contact
For personal use only Contact Dr Paul Dalgleish Executive Chairman and Managing Director Email: shareholders@greenhy2.com,au