Sparc Technologies Ltd · ASX:SPN
Sparc Technologies — Investor Presentation (November 2022)
27 slides from Sparc Technologies's investor presentation, Nov 2, 2022
Slide 1: Transformational Technology for Global Industries
Transformational Technology for Global Industries November 2022 ASX: SPN
Slide 2: Disclaimer
Disclaimer The release, publication or distribution of this presentation in certain jurisdictions may be restricted by law and therefore persons in such jurisdictions into which this presentation is released, published or distributed should inform themselves about and observe such restrictions. This
Slide 3: Who is Sparc?
WHO IS SPARC? World leading global team and 1 partners including Fortescue Future Industries Sparc is pioneering new technologies to disrupt and Seeking to reshape multi-billion 2 dollar global markets by transform industry whilst employing exclusive IP* delivering a more sustainable world Target ma
Slide 4: Corporate Snapshot / Capital Structure
SPARC TECHNOLOGIES (ASX: SPN) Corporate Snapshot BOARD 85m $64m Shares on issue* Market Cap* Stephen Hunt Mike Bartels Stephanie Moroz Daniel Eddington $0.75 ~ $4.9m Executive Chairman Managing Director Non-Exec Director Non-Exec Director CAPITAL STRUCTURE 12 Month Share Price Share price** Cash* 3.
Slide 5: Technology Portfolio for Growth Markets
SPARC TECHNOLOGIES (ASX: SPN) Technology Portfolio for Growth Markets Sparc is developing a portfolio of technologies that target a world increasingly focused on ESG outcomes Our expertise in graphene has realised significant H2 COATINGS opportunities in the COATINGS Construction Materials and Renew
Slide 6: World Leading Team & Partners
SPARC TECHNOLOGIES (ASX: SPN) World Leading Team & Partners World-leading team of graphene and coatings specialists coupled with commercial expertise Sparc entities are now established in the USA and UK in support of commercial activities Sparc has an exclusive licensing and Strategic Partnership Ag
Slide 7: Graphene: Next Generation Super-material
Next Generation GRAPHENE Super-material 7
Slide 8: Sparc's Unique Graphene Position
GRAPHENE Sparc’s Unique Graphene Position Established expertise in graphene Know-How that supports the safe characterisation – critical when targeting handling and commercial manufacture performance based outcomes of Graphene Based Additives Specialised manufacturing equipment Formulation of commerc
Slide 9: Next Generation Super-material
GRAPHENE Next Generation Super-material WHAT IS GRAPHENE? PROPERTIES OF GRAPHENE GRAPHENE MARKET Graphene is a 2D material made of carbon atoms arranged in a hexagonal lattice which creates unique and powerful properties capable of transforming and disrupting global industries. 1 https://www.researc
Slide 10: Sparc's Target Markets
GRAPHENE Sparc’s Target Markets Construction Materials Renewable Energy COMPOSITES Research program underway with Swinburne University for composites (engineered polymeric materials) containing graphene - infinite range COATINGS of applications HYDROGEN BATTERIES Enhanced corrosion Cost effective st
Slide 11: Sparc's Graphene Based Additives
GRAPHENE Sparc’s Graphene Based Additives Sparc has developed Graphene Sparc’s ecosparc products for anticorrosive epoxy Based Additives (and niche coatings, deliver a 40% improvement in anticorrosive Coatings) for targeted applications performance1 within the Marine & Protective Coatings market The
Slide 12: Commercialisation Pathway
GRAPHENE Commercialisation Pathway Technology can be monetised via supply of Graphene Based Additives or licensing agreements The addressable coatings market for Sparc’s ecosparc products (for anticorrosive epoxy coatings) is estimated to be US$44bn by 2027 Manufacturing capability and Know How has
Slide 13: Coatings for Hydrogen Storage & Transport
GRAPHENE Coatings for Hydrogen Storage & Transport Cost effective storage and transport of hydrogen is a significant barrier to widescale adoption as a clean fuel Metal embrittlement and leaks at high pressures currently limits utilisation of existing gas distribution infrastructure for hydrogen use
Slide 14: Sustainable Hard Carbon Anode Project
GRAPHENE Sustainable Hard Carbon Anode Project Sparc, in collaboration with Queensland University of Technology, is developing a hard carbon material using low cost, sustainably sourced green bio-waste for the sodium ion battery industry The project is incorporating a production process which signif
Slide 15: Sparc Green Hydrogen
SPARC Next Generation GREEN Hydrogen Technology HYDROGEN 15
Slide 16: Technology Highlights
SPARC GREEN HYDROGEN Technology Highlights Globally disruptive green hydrogen production technology No Wind or Solar Green hydrogen produced directly from sunlight and water PV Farms Best-in-class partners: University of Adelaide and FFI Preliminary Techno-Economic Analysis (TEA) completed in Oct-22
Slide 17: Preliminary Techno-Economic Analysis
SPARC GREEN HYDROGEN Preliminary Techno-Economic Analysis Preliminary Techno- Study confirms the Targeting scalable, low- Based on positive Economic Analysis commercial potential cost green hydrogen outcomes pilot plant completed in for the Sparc Green production with efficient scoping activities Oc
Slide 18: Best-in-Class Partners
SPARC GREEN HYDROGEN Best-in-Class Partners SPARC HYDROGEN 52% Sparc Hydrogen shareholder1 28% Sparc Hydrogen shareholder1 Technology incubator Contributor of IP Developing graphene applications Leading R&D work and facilities in H2 ~8% shareholder in SPN Strategic partnership with UoA 20% Sparc Hyd
Slide 19: The 'Colours' of Hydrogen
SPARC GREEN HYDROGEN The ‘Colours’ of Hydrogen The Sparc Green Hydrogen process uses photocatalytic Grey hydrogen is produced using fossil fuels such as water splitting. Solar radiation interacts with water and a natural gas, which is converted into hydrogen and CO2 at catalyst in a specially design
Slide 20: How Does Sparc Green Hydrogen Work?
SPARC GREEN HYDROGEN How Does Sparc Green Hydrogen Work? The Sparc Green Hydrogen process does not use solar PV and/or wind farms, nor electrolysers as with conventional green hydrogen – only a photocatalyst and solar radiation Solar Photocatalytic Hydrogen Radiation Water Splitting Storage WATCH SP
Slide 21: Sparc Green Hydrogen Advantages
SPARC GREEN HYDROGEN Sparc Green Hydrogen Advantages “Such systems (photocatalytic water splitting) offer great potential for cost reduction of electrolytic hydrogen, compared with conventional two-step technologies.” (CSIRO National Hydrogen Roadmap1) Sparc Green H2 Green H2 Blue H2 Grey H2 Wind an
Slide 22: Hydrogen Demand and Uses
SPARC GREEN HYDROGEN Hydrogen Demand and Uses Global hydrogen demand (Mt)1 Demand for hydrogen is expected to grow 6- fold by 2050 under the IEA’s Net Zero by 2050 Roadmap1 Sources of Demand Clean hydrogen has the potential to aid the de-carbonization of c.45% of global man- made emissions Demand fo
Slide 23: The Green Hydrogen Race is on
SPARC GREEN HYDROGEN The Green Hydrogen Race is on… Producing clean hydrogen under $2/kg is a Forecast cost of green hydrogen via electrolysis1 stretch goal under the Australian Government’s Technology Investment 5.00 Roadmap 4.00 Based on a 2021 report by Advisian Farm Gate Cost of Hydrogen ‘conven
Slide 24: Research & Development
SPARC GREEN HYDROGEN Research & Development PCT patent application relating to Sparc Hydrogen’s solar reactor technology published in October 2022. Solar reactor developed by UoA and Flinders University over ~5 years has demonstrated the ability to increase reaction efficiencies beyond the baseline
Slide 25: FFI: The Best Partner in Green Hydrogen
SPARC GREEN HYDROGEN FFI: The Best Partner in Green Hydrogen Ambition Targeting 15Mtpa of green hydrogen to the world by 2030 “Our vision is to make renewable green hydrogen the most Vision globally traded seaborne energy commodity in the world.” Funding US$730 - $830m forecast expenditure in FY231
Slide 26: Sparc Green Hydrogen
SPARC GREEN HYDROGEN Sparc Green Hydrogen Disruptive World leading More flexible Targeting green partners and scalable industry leading hydrogen in green with less cost of H2 technology hydrogen infrastructure production 26
Slide 27: Contact
Contact Stephen Hunt Mike Bartels Mark Flynn Executive Chairman Managing Director Investor Relations +61 402 956 205 +61 408 288 301 +61 416 068 733 stephen.hunt@sparctechnologies.com.au mike.bartels@sparctechnologies.com.au mark.flynn@sparctechnologies.com.au Released with the authority of the Boar
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