Minbos Resources Limited · ASX:MNB
Minbos Resources — Investor Presentation (June 2022)
22 slides from Minbos Resources's investor presentation, Jun 14, 2022
Slide 1: The Most Compelling Green Hydrogen-Ammonia Project Globally
THE MOST COMPELLING GREEN HYDROGEN- AMMONIA PROJECT GLOBALLY Corporate Presentation – June 2022
Slide 2: Disclaimer
Disclaimer Some of the statements appearing in this announcement may be in the nature of forward-looking statements. You should be aware that such statements are only predictions and are subject to inherent risks and uncertainties. Those risks and uncertainties include factors and risks specific to
Slide 3: Investment Overview
Investment Overview Development of food security & clean energy projects in Angola Granulated Hydrogen The Phosphate & Green Future Fertiliser Ammonia Cabinda Phosphate Fertilizer Project Capanda Green Hydrogen-Ammonia Project Future Opportunities – High-grade Resource 8.4MT @ 29.6% – Government sup
Slide 4: Company Overview
Company Overview Capital Structure Board & Management 465M $80M $4.6M $76.4M Lindsay Reed A Mining Engineer with 30 years’ experience in exploration, development, operations and corporate finance. Lindsay has worked in minerals sands, Shares on Issue Market Cap* Cash* Enterprise Value Chief Executiv
Slide 5: Why Minbos & Green Hydrogen-Ammonia?
Background Why Minbos & Green Hydrogen-Ammonia? 1. ENERGY 3. ANGOLA’S 4. OUR 200MW TRANSITION IS 2. MACRO GREEN ENERGY POWER ACCELERATING TAILWINDS ADVANTAGE CONCESSION 93 countries with net-zero targets by 2050 Natural gas represents 80-90% of the Green Projects rely on green energy sources Minbos
Slide 6: Why Capanda Green Hydrogen-Ammonia is the most compelling Ammonia Project globally
Background Why Capanda Green Hydrogen-Ammonia is the most compelling Ammonia Project globally The Problem The Solution Our Opportunity Natural gas represents 80- Green Projects rely on green Population growth is fueled by Ammonia production 90% of the variable costs in energy sources fertilizer prod
Slide 7: The Ammonia Economy
The Basics The Ammonia Economy Ammonia is the second-most-widely produced commodity chemical globally 180 million metric tons (t) of ammonia is produced annually with 120 ports equipped with ammonia terminals Key uses: – Explosives: Ammonium nitrate-based explosives – Fertilisers: Nitrogen and phosp
Slide 8: Producing Green Ammonia
The Basics Producing Green Ammonia Haber-Bosch process combines hydrogen and nitrogen to form ammonia Ammonia has the same chemical structure (NH3) whether it is produced from fossil or renewable energy Global ammonia plants: – 72% use natural gas, emitting on average 1.6-1.8 tonnes of CO2 per tonne
Slide 9: Why Minbos & Green Hydrogen-Ammonia?
Background Why Minbos & Green Hydrogen-Ammonia? Yara Fertilizantes Sable Minbos Glomford KIMA Cachimayo Chemicals Resources Norway (1949) Egypt (1956) Peru (1965) Zimbabwe (1972) Angola (2023-2024) 135MW 800ktpa 165MW 330ktpa (TAN and EGAN) 100MW 170ktpa 200MW 300ktpa (AN) fertilizers (AN) (AN) (NPK
Slide 10: Key parameters for a successful Ammonia Plant
The Basics Key parameters for a successful Ammonia Plant 1. Availability of electricity 2. Electricity price 3. Local cost of fertilizer 4. Proximity to market 4. Economies of scale 5. Costs of electrolysers ASX:MNB | 08
Slide 11: Angola's Energy Advantage
Angola’s Energy Advantage large scale hydro the perfect input for Green Ammonia Angola’s hydropower potential among the highest in Africa, estimated at 18,200MW: 2nd highest producer Top 10 Globally for new 2nd largest hydropower plant 1000MW of unutilized of hydropower in Africa installed hydro cap
Slide 12: Minbos Secures 200MW Of The Cheapest, Greenest Power Globally
Minbos Secures 200MW Of The Cheapest, Greenest Power Globally US$1.5c Green Power For 25 Years Formal Resolution from Angolan power authority (RNT-EP) secured 200MW of Zero- Carbon hydroelectrical power: Initial 100MW Subsequent 100MW at US$0.04/kwh for 5 years then $0.08/kwh for 20 years at US$0.01
Slide 13: Why making Green Ammonia locally matters
Why making Green Ammonia locally matters Our US$200/t local for local advantage ASX:MNB | 13 Source: Stamicarbon CAN analysis derived from AFAP/IFDC
Slide 14: 200MW Of Strategically Positioned Power
200MW Of Strategically Positioned Power Ammonia Plant to be located <11km from Capanda Hydroelectric Dam Minbos zero-carbon hydropower comes from the Capanda Hydroelectric Dam Located on the Kwanza River, in the Malange Province of Angola Capanda has installed capacity to 520 MW Capanda generates po
Slide 15: Global Ammonia Market
Global Ammonia Market Producing Green Ammonia 2020 Global ammonia demand was 183 Mt, 85% used in the fertilizer sector 2050 Outlook Global ammonia demand 183 Mt (2020) to grow to 688 Mt by 2050 Fertiliser use to grow to 267 Mt and 67 Mt for other uses Maritime sector is expected to consume 197 Mt of
Slide 16: Momentum Building
Momentum Building Perfect time for the most compelling Green Ammonia Project globally More than 60 Green Ammonia plants were announced 2020-2021 Less than 0.02 Mt of Green Ammonia produced p.a. = 0.01% of current global ammonia production Combined capacity of all announced Green Ammonia Projects rep
Slide 17: The Ammonia-Hydrogen Link
The Ammonia-Hydrogen Link Ammonia the central pillar in the hydrogen economy Green ammonia is produced from renewable hydrogen, which in turn is produced via water electrolysis using renewable electricity Ammonia production accounts for 45% of global hydrogen consumption By 2050, ammonia imports as
Slide 18: Technology developments
Technology developments New generation of ammonia plants deliver an unprecedented economy of scale Improvements in electrolyser efficiency will have a significant impact on the energy efficiency of Green ammonia Renewable hydrogen production takes 90% of the energy needed to make renewable ammonia Improv
Slide 19: Next Months
Next 12 Months Key milestones & studies to take Green Ammonia to DFS and FID Stage 1 - Angola & Regional Focus – Budget and first year’s timetable for a market assessment study, for the proposed Green Hydrogen-Ammonia Plant – Technology and Engineering Partnership Agreement to be executed with a pre
Slide 20: Why Invest
Why Invest Green wave to propel Capanda Green Hydrogen-Ammonia Project Discussions with a Investing in the Producing phosphate and LOCAL number of potential cleanest Zero- nitrogen fertilizers for one of Tier-1 technology Carbon Green the most prospective growing partners Energy globally regions glo
Slide 21: Contact Us For More Information
CONTACT US FOR MORE INFORMATION Lindsay Reed Chris Swallow Chief Executive Officer Corporate Development l.reed@minbos.com c.swallow@minbos.com +61 409 536 643 +61 412 174 882
Slide 22: Risk Factors
Risk Factors Risks with Operating in Angola equipment, mechanical failure or plant breakdown, unanticipated metallurgical problems which may affect extraction costs, adverse weather conditions, industrial and environmental accidents, industrial disputes and unexpected shortages or increases in the c