Hazer Group Ltd. · ASX:HZR
Hazer — CleanEquity Conference 2017
17 slides from Hazer's conference presentation, Mar 13, 2017
Slide 1: Hazer Group Ltd: Low Cost - Low Emission Hydrogen & Graphite Production
For personal use only HAZER GROUP LTD LOW COST - LOW EMISSION HYDROGEN & GRAPHITE PRODUCTION COMPANY OVERVIEW MARCH 2017
Slide 2: Disclaimer
DISCLAIMER For personal use only IMPORTANT INFORMATION This presenta>on has been prepared by Hazer Group Limited (“Hazer” or “the Company”) This presenta>on is not a financial product or investment advice or recommenda>on, offer or invita>on by any person or to any person to sell or purchase securi>es
Slide 3: Hazer Group Limited
HAZER GROUP LIMITED For personal use only Founded in 2010 to commercialise technology ini>ally developed at the University of Western Australia LOW COST Listed on ASX since Dec 2015 LOW EMISSION acer oversubscribed IPO HYDROGEN & GRAPHITE Over 8 years development, collabora>on with leading Australia
Slide 4: Corporate and Market Snapshot
CORPORATE AND For personal use only MARKET SNAPSHOT (ASX: HZR, HZRO) Capital Structure Share Price & Volume Current Shares on Issue 64.6m $0.900 ︎ 1,600,000 ︎ Restricted Securi>es 10.2m $0.800 ︎ Total Tradeable Shares 54.4m 1,400,000 ︎ Market Capitalisa>on @$0.60 $38m $0.700 ︎ 1,200,000 ︎ Cash @ 31s
Slide 5: Hydrogen & Energy Markets
HYDROGEN & ENERGY MARKETS For personal use only HYDROGEN OFFERS THE IDEAL CLEAN ENERGY SYSTEM TRUE CLEAN ENERGY ENERGY DENSE Unlike fossil fuels, hydrogen represents a truly Hydrogen is excep>onally “energy dense” – clean energy fuel, as combus>on generates 1 kilogram of hydrogen can generate signifi
Slide 6: Significant Industry, Investment Tailwinds
SIGNIFICANT INDUSTRY, INVESTMENT TAILWINDS For personal use only 6
Slide 7: The Problem with Hydrogen
THE PROBLEM WITH HYDROGEN For personal use only PRODUCTION IS HIGH IN GHG EMISSION OR EXPENSIVE Significant CO2 emissions FOSSIL FUEL 95% OF TOTAL GLOBAL HYDROGEN REFORMING PRODUCTION Chemically equivalent to direct CnHm + [O] COx + H2 combus>on, but less energy efficient CURRENT BARRIER TO GROWTH IN H
Slide 8: The Hazer Solution
THE HAZER SOLUTION 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 8
Slide 9: Hydrogen Production: Hazer Captures All the Value of Feedstock Gas
HYDROGEN PRODUCTION 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 produc>on content of the natural gas is captured in the processes like Steam Methane
Slide 10: Hazer Hydrogen: Cleaner and Cheaper Alternative
HAZER HYDROGEN CLEANER AND CHEAPER ALTERATIVE For personal use only Greater CO2 emissions (per kWhr) than direct combus>on of fossil fuel • ‘Clean’ and economically comple3ve hydrogen • At least 50% emissions reduc>ons an>cipated over alterna>ve fossil fuel based hydrogen produc>on (SMR) Coal Gasific
Slide 11: Hazer Hydrogen: Multiple Clean Energy Applications
HAZER HYDROGEN MULTIPLE CLEAN ENERGY APPLICATIONS For personal use only FUEL CELL GRID STATIONARY VECHICLES SMOOTHING POWER • Current focus for Hazer - targe>ng • Hazer can offer an alterna>ve • Low energy requirements poten>ally prototype refuelling-scale produc>on hydrogen-based grid smoothing op>o
Slide 12: Hazer Graphite
HAZER GRAPHITE HIGH QUALITY GRAPHITE FOR ENERGY STORAGE & OTHER MARKETS For personal use only • Hazer graphite is high purity (85-95% tgc as raw product), highly crystalline and low cost • Purity can be enhanced through chemical processing to >99% tgc • Excellent cycle characteris>cs against commerc
Slide 13: Hazer Has Made Significant Progress Since IPO
LABORATORY PRE-PILOT PLANT For personal use only HAZER HAS MADE SIGNIFICANT PROGRESS SINCE IPO STAGE 5 FULL COMMERCIAL PLANTS STAGE 4 COMMERCIAL PROTOTYPE (PILOT PLANT) TBC 2018 2016 2017 STAGE 1-2 - LABORATORY STATIC BED REACTOR STAGE 3 – PRE-PILOT PLANT FLUIDIZED BED REACTOR COMMISSIONING Q1 2017
Slide 14: Commercialisation Options
COMMERCIALISATION OPTIONS For personal use only BUILD DIVERSIFIED REVENUE THROUGH MULTIPLE COMMERCIAL OPTIONS BUILD, OWN LICENSE PARTNERSHIP & OPERATE Hazer can Share capital & opera>ng costs License IP to 3rd construct & own with hydrogen or par>es and generate plants and sell graphite partners hig
Slide 15: Experienced & Capable Team
EXPERIENCED & CAPABLE TEAM For personal use only STRONG CORPORATE, COMMERCIAL AND TECHNICAL EXPERIENCE Mr Geoff Pocock | MD Mr Terry Walsh| Director § Founder, HazerGroup Ltd § Commercial lawyer with 20 years project § Over 17 years experience in development experience commercialisa>on, corporate fina
Slide 16: Investment Summary
HAZER GROUP LIMITED For personal use only INVESTMENT SUMMARY INDUSTRIAL HYDROGEN SYNTHETIC HYDROGEN ENERGY GRAPHITE US$100 Billion US$18 Billion by 2023 (FCV) US$15 Billion • Cheaper and cleaner alterna3ve • Mul3ple clean applica3ons • High quality, low cost graphite source • Oil refining, ammonia pr
Slide 17: Hazer Group Ltd Contacts
For personal use only HAZER GROUP LTD Geoff Pocock Terry Walsh Michael Wills MANAGING DIRECTOR NON-EXECUTIVE DIRECTOR MARKETING, COMMUTATIONS & IR gpocock@hazergroup.com.au twalsh@hazergroup.com.au mwills@hazergroup.com.au www.hazergroup.com.au