Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Rodman & Renshaw Annual Global Investment Conference 2012
13 slides from Synthesis Energy Systems's conference presentation, Sep 10, 2012
Slide 1: Unlocking Value Through Clean Energy Technology
RODMAN & RENSHAW ANNUAL GLOBAL INVESTMENT CONFERENCE NEW YORK CITY, NEW YORK SEPTEMBER 11, 2012 Synthesis Energy Systems, Inc. UNLOCKING VALUE Through CLEAN ENERGY TECHNOLOGY NASDAQ: SYMX www.synthesisenergy.com
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: Investment Considerations
Synthesis Energy Systems INVESTMENT CONSIDERATIONS CLEAN ENERGY TECHNOLOGY COMPANY OPERATING PROJECTS - CHINA (4 YRS) TRANSITIONING FROM DEVELOPMENT STAGE TO PROFITABILITY AND GROWTH VALUE CREATION THROUGH SUPERIOR ECONOMICS LARGE MARKET OPPORTUNITIES IN MULTIPLE SEGMENTS EXPERIENCED MANAGEMENT TEAM
Slide 4: Existing Operations and Investments
Existing Operations and Investments ZAO ZHUANG NEW GAS COMPANY (ZZ) - Completed December 2007 JV with Shandong Hai Hua Coal & Chemical Co. Ltd ^(97% SES / 3% HH) Proven U-GAS(r) performance with successful ^commercial operation Proven feedstock flexibility with wide range of coal and coal wastes His
Slide 5: Advanced Gasification Technology is the Key
Advanced Gasification Technology is the Key SYNTHESIS GAS FROM LOW QUALITY COALS & RENEWABLES PROPRIETARY GASIFICATION SYSTEM BASED ON GTI'S U-GAS(r) TECHNOLOGY RELIABLE HIGH-EFFICIENCY OPERATION OPENS VAST LOW QUALITY RESOURCES ENVIRONMENTALLY RESPONSIBLE GROWING IP - 41 PATENTS IN PROCESS LOW QUAL
Slide 6: SES Delivers Value Through Low Cost Resources
SES Delivers Value Through Low Cost Resources Source: World Bank $100/BBL CRUDE $100/BBL CRUDE THE WORLD HAS VAST AMOUNTS OF ENERGY LOCKED IN LOW QUALITY COAL RESOURCES SES HAS THE UNIQUE ABILITY TO CONVERT THESE RESOURCES TO HIGH VALUE ENERGY PRODUCTS PROVIDES ADVANTAGED ECONOMICS, ENERGY SECURITY
Slide 7: High Potential Returns Using SES Technology
High Potential Returns Using SES Technology LNG MKT (ASIAN SPOT) COST PER MMBTU COST PER GALLON US PRICE (WHOLESALE) GASOLINE FROM OIL @ $100/BBL METHANOL AMMONIA COST PER TONNE ASIAN MKT $425/MT ASIAN MKT $350/MT LARGE VALUE POTENTIAL PER PROJECT SNG - $ 10.11B METHANOL - $0.52B GASOLINE - $2.33B A
Slide 8: Robust Approach to Revenues & Profits
Robust Approach to Revenues & Profits THREE PATHWAYS BUSINESS VERTICALS TECHNOLOGY OFFERINGS License Royalties Equipment Sales Engineering Services High Margin; Low Capital MARKET SEGMENTS PROJECTS TECHNOLOGY TECHNOLOGY SALES PRODUCT SALES STRATEGIC PARTNERSHIPS Market Segments (i.e. Fuels, SNG, Ste
Slide 9: Growing Our Business
Growing Our Business TURNING THE CORNER OPERATING PROJECTS WITH TOTAL PROJECT VALUE OF ~$280MM PLANNED EXPANSIONS ~$850MM PLUS MULTIPLE PROJECTS IN PIPELINE STRATEGIC WELL-CAPITALIZED LOCAL PARTNERS BRING BOTH DEBT & EQUITY ACCELERATING SES CHINA BUSINESS
Slide 10: SES China Platform
7 3 1 SES China Platform LARGE OPPORTUNITY IN EXPANDING COAL-BASED ECONOMY SES CHINA ESTABLISHED WITH TECHNOLOGY CAPABILITY AND OPERATING PROJECTS NEAR TERM PROJECT EXPANSIONS PLANNED AT YIMA AND ZZ ROBUST TECHNOLOGY LICENSING, EQUIPMENT & SERVICES PIPELINE AMMONIA PLANT RETROFIT TOTAL AVAILABLE MAR
Slide 11: Building the Bridge to Profitability
Building the Bridge to Profitability BUILDING NEAR-TERM OPERATING AND JV CASH FLOWS YIMA JOINT VENTURE PROJECT - STARTING UP TECHNOLOGY, EQUIPMENT AND SERVICES SHIFTING ZZ PLANT TO HIGHER VALUE CHEMICAL OR FUELS PRODUCTION AMMONIA RETROFIT COOPERATION - CHINA FUNDING AND EXPANDING OUR SES-CHINA BUSI
Slide 12: Financial Snapshot
Financial Snapshot MARKET CAPITALIZATION $71MM ($1.36/share) as of September 5, 2012 SHARES OUTSTANDING 52MM CAPITAL RESOURCES & LIQUIDITY Cash - $19.8MM as of March 31, 2012 OWNERSHIP MIX 14% Directors and Insiders 15% Institutional 71% Retail & Other FINANCING ACTIVITIES UNDERWAY Hongye & Zhongmo
Slide 13: Synthesis Energy Systems (SYMX) Investment Summary
Synthesis Energy Systems (SYMX) Investment Summary UNIQUE AND PROVEN GASIFICATION TECHNOLOGY LOW COST ALTERNATIVE TO OIL AND NATURAL GAS SUPERIOR ECONOMICS & LARGE MARKET OPPORTUNITIES MULTIPLE PATHWAYS FOR OPERATING & JV CASH FLOWS SES CHINA BUSINESS ESTABLISHED & FUNDRAISING INITIATED STRONG BUSIN
Synthesis Energy Systems — Rodman & Renshaw Annual Global Investment Conference 2012 on 6ix