Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Brean Murray, Carret & Co. Global Resources & Infrastructure Conference 2011
16 slides from Synthesis Energy Systems's conference presentation, Jun 3, 2011
Slide 1: Unlocking Value Through Clean Energy Technology
Synthesis Energy Systems www.synthesisenergy.com Brean Murray, Carret & Co. Global Resources & Infrastructure Conference London, UK, June 6, 2011 UNLOCKING VALUE THROUGH CLEAN ENERGY TECHNOLOGY
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, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-look
Slide 3: About SES
Headquarters - Houston, Texas Asia Business & Engineering Center - Shanghai, China NASDAQ: SYMX Shares Outstanding (March 31, 2011): 48.5 million Well positioned for long term sustainable growth About SES Creating value through safely applying our clean, efficient and low cost gasification technolog
Slide 4: Investment Highlights
Investment Highlights Pure play in unlocking value from low rank coal and biomass Coal is a major source of energy, particularly in emerging countries such as China and India Approximately 50% of the world's known coal reserves represented by low rank coals1... abundant, low cost, and under-utilized
Slide 5: Senior Management Team...Decades of Energy Industry Experience
Senior Management Team...Decades of Energy Industry Experience Robert W. Rigdon - President & CEO 30 years industry experience in manufacturing, engineering and technology with 15 years in gasification technology, project development and business development at ChevronTexaco and GE. Francis Lau - SV
Slide 6: Creating Valuable Clean Energy Products from Low Cost, Low Quality Coals
Creating Valuable Clean Energy Products from Low Cost, Low Quality Coals Coal...a critical natural resource to meet the world's energy needs Found in almost every country & typically lowest cost fossil fuel Low quality - sub-bituminous and lignite account for approximately 50% of total recoverable g
Slide 7: Attractive Economics with Low Quality Coal
Attractive Economics with Low Quality Coal SNG Case Example Assumptions: 4 billion ncm/yr SNG project in Inner Mongolia China All natural gas selling prices are retail price, including piping cost 60/40 D/E TIC $2.2bn; coal price inc. VAT at Rmb 135 per met ton ($20/ston) China Synthetic Natural Gas
Slide 8: Paths To Value Creation
Paths To Value Creation Greenhouse Gas Capture Capable - CO2 Low Value Feedstocks High Value End Products Gasoline blending Syngas to gasoline Diesel - DME & FT liquids LPG - DME blending Synthetic natural gas (SNG) Fuel Gas IGCC Fuel cells Methanol Hydrogen Olefins Acetic Acid Glycol Low quality co
Slide 9: SES' technology is a Unique, Proven Solution
SES' technology is a Unique, Proven Solution that Addresses the Challenges of Low Cost, Low Quality Coals and Biomass to Help Meet The World's Growing Energy Needs SES' U-GAS(r) Gasification Technology Syngas Originated in the U.S. at the Gas Technology Institute over a 35-year period Fuel flexible
Slide 10: Multiple Paths to Growth and Profitability
Multiple Paths to Growth and Profitability SES Advanced Gasification Technology Three Pronged Growth Strategy Technology, Equipment Supply & Services Rapid U-GAS(r) Commercialization Grow installed base Near term earnings Project Investments Equity Carries & Options Selective Investments Earnings fr
Slide 11: Licensing and Technology, Equipment Supply & Services
Licensing Technology royalty is typically a one time fee collected across project design, construction & startup Typical project cycle...24 to 48 months Typical transaction range $3MM to $30MM+ (based on syngas capacity)1 Specialized Equipment & Technical Services Pre-Order Engineering Services...co
Slide 12: Selective Project Investments
Selective Project Investments Joint Venture partnerships with equity investments and carries Typical Models... Build Own Operate (BOO) Syngas sales (CO + Hydrogen) End product sales - SNG, Fuels, Chemicals, etc Build Own Transfer (BOT) Modular units; Engineering, equipment and construction partnersh
Slide 13: SES Existing Project Investments
Zao Zhuang (ZZ) - Shandong Province (operating 3.5 years) JV with Shandong Hai Hua Coal & Chemical Co. Ltd (96% SES / 4% HH) Proven U-GAS(r) performance with successful commercial operation Proven feedstock flexibility with wide range of coal and coal wastes processed High syngas availability...over
Slide 14: Integrated Coal Resource Projects
Integrated Coal Resource Projects Linking under utilized low quality coal resources to SES projects SES U-GAS(r) creates value in low quality - low value coal resources Joint Development Partnership with Midas Midas provides broad coal resource, mining and resource finance expertise Target regions i
Slide 15: Implementing the Strategy through Growth Platforms
Implementing the Strategy through Growth Platforms ZJX/China Energy collaboration brings extensive relationships throughout China to assist SES in development of new joint venture businesses China...one of the world's fastest growing economies Cleaner and more affordable coal solutions are part of C
Slide 16: SES - Unlocking Value in Coal and Biomass
SES - Unlocking Value in Coal and Biomass Summary Highlights Pure play in clean coal and biomass gasification technology Experienced senior management team Commercially proven project operations 3+ years Clean, efficient, low cost next generation gasification technology Creating value from low cost,