Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Q2 FY2016 Earnings Presentation
22 slides from Synthesis Energy Systems's earnings presentation, Feb 11, 2016
Slide 1: Synthesis Energy Systems, Inc.: Clean Energy Technology for the Future
bes Synthesis Energy Systems, Inc. CLEAN ENERGY TECHNOLOGY FOR THE FUTURE
Slide 2: SES 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 Exchange Act. All statements other than statements of historical fact are forward-looking statements. Forward-looking statements are subject to
Slide 3: The Future of Gasification: SES's Unique Technology
The Future of Gasification ¢ : SES’s Unique Technology Cleanly and Economically creates high value synthesis gas for clean energy projects using the world’s abundant and lowest cost coal f resources, biomass and municipal waste. www.synthesisenergy.com
Slide 4: Confluence of Events Drive Global Energy Demand
1 IN 5 PEOPLE (1.3 BILLION) ON THE PLANET DO NOT HAVE ACCESS TO ELECTRICITY LIN 9 PEOPLE (780 MILLION) IN THE WORLD DO NOT HAVE ACCESS TO CLEAN WATER 2 BILLION MORE PEOPLE ON EARTH > 1 BILLION WILL BE LIFTED FROM POVERTY 35% GREATER ENERGY DEMAND 90% GREATER ELECTRICITY DEMAND SES’S CLEAN ENERGY TEC
Slide 5: SES Uniquely Well Aligned with China's Demand for Clean Energy Gasification
THE WALLSTREET JOURNAL. SES Uniquely Well Aligned with China's Current & Future Demand For Clean Energy Gasification Technology ein’ Second Snug Alert ofthe Month Goes Ito Eee, Rapid, Heavy Industrialization & Over-reliance on Old-Generation Coal-Burning Technologies Drives Poor Air i g Focus on Cle
Slide 6: China Is Aggressively Reforming Its Economy
es SES CAN PROVIDE LOWER cost AND CLEANER ENERGY China Is Aggressively Reforming Its Economy
Slide 7: SES Well Positioned with CCTEG for Expanding Globally via One Belt, One Road
kes @® ccTec SES Is Well Positioned With CCTEG and its China Coal Research Institute for Expanding Globally Via China’s Silk Road Emerging Economies Initiative One Belt, One Road China’s New Silk Road Initiative Touching 4.4B people in 65 nations Annual trade increasing to $2.5T $40B New Silk Road F
Slide 8: SES Expanding Scale & Value Creation Potential
Ses TECHNOLOGY & EQUIPMENT PROJECT SGT N Equipment Technology Systems License & Engineering GASIEIC AION TieCNOLOGY FOUNDATION SES SES - Expanding Scale & Value Creation Potential
Slide 9: Total Available Market for All Verticals
Total Available Market for all verticals is estimated by SES at over 10,000 Yima sized gasification systems worldwide INDUSTRIAL SYNGAS: ‘SUBSTITUTE NATURAL GAS: POWER GENERATION: Clean and inexpensive Coal-fueled SNG has potential SES'S reliable, and efficient iGAS power replacement for natural to
Slide 10: A Model of Value Creation
Structu i et zs FUNDING wnrenesr f Leveraging The Combination Of SES Technology Capability And Financial ig For Equity Investments Investment assumptions » Capex: $ 100MM; Equity $30; Debt $704M Projected project IRR: 20%; (PAT $1SM™/Year*) Sale assumptions for each project: Sale of each project pri
Slide 11: SES Gasification Technology: The Future of Gasification
bes SES GASIFICATION TECHNOLOGY: THE FUTURE OF GASIFICATION + 12 Commercial Gasifier Systems + Outstanding SGT Performance + Strong Base For Growth Yima Large Scale Chemical Project 30 Years R&D (eT) Building On Achievements Tianwo-SES CHALCO. Equipment Design SOT Gasifier and Manufacturing Systems
Slide 12: Advantages of SGT Technology
Economic Advantage = Wide Fuel Flexibility oJ E Fn = High Efficiency on Low Cost Coal g = Low Investment © © Environment Friendly = Low Water Consumption = Low Emissions = Carbon Neutral with Biomass/ Municipal Solid Waste Advantages of SGT Technology
Slide 13: Quarterly Financial Results
Three Months Ended December 31 (in thousands, except per share amounts) 2015 2014 (unaudited) Revenue: Product sales and other 651 Technology and related services __167 818 Operating Loss (3,866) New loss attributable to stockholders per share Oe) fash and cash equivalents as of [December 31,2015 $1
Slide 14: Joint Venture Projects Update
Joint Venture Projects Update Yima JV — 3 Systems
Slide 15: ZZ: Three Objectives Under Development Now
Unwind Xuecheng Energy Agreements Acetic Acid/ Propionic Acid Project with Rui Feng/Saikong Power Generation Project ZZ — Three Objectives Under Development Now
Slide 16: Tianwo-SES Update
TSEC 2015 Revenue - $MM USD (unaudited) -al Zibo $0 2Q 3Q 4Q 2 Systems 2015 Calendar Year KK BE Y Continued Progress on Revenues in 2015 v Next Order in Sight Tianwo-SES Update 16
Slide 17: iGAS Update
Leas Product Update é Affordable Clean Power for the Developing World + Able to run low-cost, low-rank feedstocks + Ability to convert to biomass/MSW co-feed in future, a hedge for future CO2 liability Ae cepem + Well suited for quick replication and rapid deployment + Positive Project Economics whe
Slide 18: Growing Pipeline of Opportunities
Project Vertical SES Location Involvement = china = USA Ulaanbaatar, Ind. Fuel Equity Project Dev Pe Mongolia dion Jiangxi, China* Ind. Fuel Equity Project Dev res WwW Inner Mongolia Ind. Fuel Equity Project Dev SAteiral) Hebei (1) Ind. Fuel Equity Project Dev Indonesia Syngas Ind. Fuel Equity Proje
Slide 19: Partnering Update
SES Technologies, LLC — Partnering y Potential Partner Identified ¥ Completing Technical Due Diligence ¥ Commercial Negotiations to Begin Soon Uniquely Expands ‘SES Technologies, LLC GHEE eel pene General Electric Gasification Y Met With New Leadership ‘Syngas ¥ Reenergizing Global iGAS Marketing CC
Slide 20: Enhanced Growth Model
Enhanced Growth model Right Leadership in place Exceptional Technology performance Momentum, Global pipeline Right Product at the right time The Future of Gasification...GROWTH WITH BLUE SKIES CLEAN ENERGY SES Catalysts iGAS Power - Industrial Fuel -SNG , 0
Slide 21: Q&A
bes Synthesis Energy Systems, Inc. GROWTH WITH BLUE SKIES Q&A NASDAQ:SYMX synthesisenergy.com
Slide 22: Thank You
bes Thank You Synthesis Energy Systems, Inc. GROWTH WITH BLUE SKIES NASDAQ:SYMX synthesisenergy.com
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