Hazer Group Ltd. · ASX:HZR
Hazer — Shareholder Meeting (November 2017)
26 slides from Hazer's shareholder meeting presentation, Nov 22, 2017
Slide 1: Hazer Group Ltd AGM Presentation – November 2017
For personal use only HAZER GROUP LTD AGM PRESENTATION – NOVEMBER 2017 1
Slide 2: Disclaimer
DISCLAIMER For personal use only IMPORTANT INFORMATION This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) This presentation is not a financial product or investment advice or recommendation, offer or invitation by any person or to any person to sell or purchase sec
Slide 3: Overview of Achievements 2017
For personal use only OVERVIEW OF ACHIEVEMENTS 2017 3
Slide 4: 2017 Achievements: Laboratory Development
2017 ACHIEVEMENTS LABORATORY DEVELOPMENT For personal use only DEC Superior first discharge results show Hazer graphite 2016 outperforms natural and commercial synthetic MARCH Hazer graphite shows excellent performance 2016 over 50 – 100 cycles in lithium-ion batteries AUG 2016 Hazer produces 99.99%
Slide 5: 2017 Achievements: Scale-up Milestones
2017 ACHIEVEMENTS SCALE-UP MILESTONES For personal use only JAN 2017 Construction begins on Pre-Pilot Plant (PPP) MARCH Hazer completes construction of PPP facility 2017 APRIL 2017 First hydrogen and graphite produced from the PPP JULY 2017 Hazer completes commissioning of PPP NOV Hazer completes fi
Slide 6: 2017 Achievements: Corporate & Commercial
2017 ACHIEVEMENTS CORPORATE & COMMERCIAL For personal use only MARCH 2017 $5m strategic placement from MinRes APRIL 2017 Share purchase plan raises additional $2.1m OCT 2017 Non-binding HoA with MinRes to develop graphite plant OCT 2017 MoU signed with Primetals Technologies 6
Slide 7: 2017 Achievements: Increase in Expertise
2017 ACHIEVEMENTS INCREASE IN EXPERTISE For personal use only FEB Appointment of Terry Walsh as Non-Executive Director 2017 APRIL 2017 Cobus Malherbe joins as General Manager of Process Development JULY 2017 Ex-PWC Global Mining Leader Tim Goldsmith secured as new chairman LAST 12 MONTHS Significant
Slide 8: 2017 Achievements: Media & Equity Research Coverage
2017 ACHIEVEMENTS MEDIA & EQUITY RESEARCH COVERAGE For personal use only $1 PRICE $1 PRICE TARGET TARGET 8
Slide 9: Snapshot of Hazer Group Ltd
For personal use only SNAPSHOT OF HAZER GROUP LTD 9
Slide 10: Corporate and Market Snapshot
CORPORATE AND MARKET SNAPSHOT For personal use only (ASX: HZR, HZRO) Share Price & Volume Capital Structure HZR Share price & volume (4 mths) Current Shares on Issue 76.5m $0.700 2,000,000 Restricted Securities 10.2m 1,800,000 Total Tradeable Shares 66.3m $0.600 1,600,000 Market Capitalisation @$0.5
Slide 11: The Hazer Process: Hydrogen and Graphite from Natural Gas
THE HAZER PROCESS For personal use only HYDROGEN AND GRAPHITE FROM NATURAL GAS CH4 2H2 + C NATURAL GAS HYDROGEN 2 US$100 BILLION PA IRON-ORE SYNTHETIC GRAPHITE US$15 BILLION PA 11
Slide 12: The Hazer Advantage
THE HAZER ADVANTAGE For personal use only HAZER CAPTURES ALL THE VALUE OF FEEDSTOCK GAS 2 2 HYDROGEN 25% STEAM METHANE HAZER PROCESS REFORMING (SMR) Instead of carbon dioxide, the carbon Current large scale hydrogen production content of the natural gas is captured in the processes like Steam Methan
Slide 13: Potential Markets
POTENTIAL MARKETS For personal use only OPPORTUNITIES IN THREE MAJOR GLOBAL MARKETS INDUSTRIAL CLEAN HYDROGEN SYNTHETIC HYDROGEN AND ENERGY GRAPHITE US$100 Billion US$18 Billion by 2023 (FCV) US$15 Billion • Cheaper and cleaner alternative • Multiple applications • High quality, low cost graphite so
Slide 14: MoU Signed with Primetals
MOU SIGNED WITH PRIMEMETALS For personal use only DEPLOYMENT OF HAZER TECHNOLOGY IN STEEL INDUSTRY • Hazer has executed an MoU with Primetals Technologies, a leading global engineering company and solution provider for the metals industry • Joint investigation to assess utilising the Hazer Process t
Slide 15: Carbon Capture & Utilisation (CCU)
CARBON CAPTURE & UTILISATION (CCU) For personal use only HAZER PLANT INTEGRATED INTO STEEL PRODUCTION CO2 Emissions STEEL PLANT Hydrogen (Reductant ) Hydrogen (CCU Usage) Graphite (Coke Replacement) CCU / METHANOL PLANT HAZER PLANT Graphite Steel Methanol 3 Products = 3 Revenue Streams 15
Slide 16: Partnership with MIN
PARTNERSHIP WITH MIN For personal use only INVESTMENT AND COMMERCIAL PARTNER • In March 2017 Hazer completed A$5M strategic placement with ASX-listed mining and mining services provider Mineral resources Ltd • MIN significantly increased their stake in Hazer to 14% • 3rd October Hazer signed a Heads
Slide 17: Potential Future Developments
For personal use only POTENTIAL FUTURE DEVELOPMENTS 17
Slide 18: Significant Progress in Scale-up
LABORATORY PRE-PILOT PLANT For personal use only HAZER HAS MADE SIGNIFICANT PROGRESS IN SCALE-UP STAGE 5 2017 FULL COMMERCIAL PLANTS STAGE 4 COMMERCIAL PROTOTYPE (PILOT PLANT) TBC 2018 2016 STAGE 1-2 - LABORATORY STATIC BED REACTOR FLUIDIZED BED REACTOR STAGE 3 – PRE-PILOT PLANT CONSTRUCTED AND COMM
Slide 19: Future Targets: Technical Goals
FUTURE TARGETS TECHNICAL GOALS For personal use only • Next generation reactor design and implementation SCALE-UP DEVELOPMENT • Increase production rates and run times • Begin design process for the next scale of Hazer plant • Battery testing beyond 100 cycles GRAPHITE DEVELOPMENT • Evaluate commerc
Slide 20: Future Targets: Commercial Goals
FUTURE TARGETS COMMERCIAL GOALS For personal use only • Completion and execution of binding agreement with Mineral Resources Ltd for development of synthetic graphite project • Ongoing milestones as collaboration progresses • Development of technical roadmap to determine preferred development pathwa
Slide 21: Potential Future Plant: The Hazer Process
POTENTIAL FUTURE PLANT THE HAZER PROCESS For personal use only 21
Slide 22: Commercialisation Options
COMMERCIALISATION OPTIONS For personal use only BUILD DIVERSIFIED REVENUE THROUGH MULTIPLE COMMERCIAL OPTIONS BUILD, OWN LICENSE PARTNERSHIP & OPERATE Hazer can Share capital & operating costs License IP to 3rd construct & own with hydrogen or parties and generate plants and sell graphite partners h
Slide 23: Experienced & Capable Team
EXPERIENCED & CAPABLE TEAM For personal use only STRONG CORPORATE, COMMERCIAL AND TECHNICAL EXPERIENCE Mr Geoff Pocock | Managing Director Cobus Malherbe | GM – Process Dev’t Founder, HazerGroup Ltd Masters in Chemical Engineering and over 20 Over 15 years experience in corporate years of inte
Slide 24: Strong Board Capabilities
STRONG BOARD CAPABILITIES For personal use only COMMERCIAL, TECHNICAL & REGULATORY EXPERTISE Mr Tim Goldsmith| Chairman Ms Emma Waldon| Company Sec / CFO Over 20 years as Partner with global Over 18 years global corporate experience. professional services group PwC Diverse financial, corporate
Slide 25: And (Some of) the Rest of the Team
AND (SOME OF) THE REST OF THE TEAM For personal use only 25
Slide 26: Hazer Group Ltd
For personal use only HAZER GROUP LTD Michael Wills MARKETING, COMMUTATIONS & IR mwills@hazergroup.com.au www.hazergroup.com.au 26