Agilyx Asa · OSL:AGLX
Agilyx Asa — Investor Presentation (March 2021)
22 slides from Agilyx Asa's investor presentation, Mar 25, 2021
Slide 1: Investor Update
Making plastic a circular resource Investor Update 25 March 2021 Confidential & Proprietary. Agilyx Corporation ©
Slide 2: Important information
Important information This presentation (the “Presentation”) has been prepared by Agilyx AS, a Norwegian private limited company with its shares admitted to trading on Euronext Growth (Oslo) under the ticker “AGLX” (the “Company”). In this Presentation, references to the “Company”, “Group”, “we”, “o
Slide 3: Agilyx Snapshot
Agilyx Snapshot 4 global Number of locations employees Founded Portland, Zurich, 2004 US Switzerland Boston, Oslo, US Norway 70+ Key 16 years of technology development: partners 7 technologies released • Toyo • AmSty • Exxon • Lucite Leader in Advanced Recycling • Braskem • NextChem First commercial
Slide 4: What is our addressable market?
What is our addressable market?
Slide 5: Agilyx – where do we fit into the solution space?
Agilyx – where do we fit into the solution space? Today’s Recycling Landscape for Plastic Waste Globally • We are a complementary technology to mechanical recycling • Chemical Recycling aims to take 0% Chemical Recycling difficult-to-recycle plastics out of waste stream 2% Other • Our global address
Slide 6: Agilyx – making a linear process circular for the chemical industry
Agilyx – making a linear process circular for the chemical industry Chemical recycling is circular. It allows continuous re-use with no downgrade. Reducing the amount of virgin plastic required. CHEMICAL RECYCLING HIGH VALUE PLASTIC END USER WASTE LOWER VALUE PLASTIC LANDFILL OR Mechanical INCINERAT
Slide 7: What is our advantage?
agilyx What is our advantage?
Slide 8: Agilyx and Cyclyx: feedstock technology and robust conversion technology
Agilyx and Cyclyx: feedstock technology and robust conversion technology Understanding characterization & applicability of feedstock Agilyx Conversion Technology FEEDSTOCK Inputs CONVERSION Outputs PRODUCTS PETE Plastic Products HDPE Blending PVC Optimize PYROLYSIS Sourcing (non-catalytic) Coordinat
Slide 9: Complexity: plastics are not one single material, but complex chemical products
Complexity: plastics are not one single material, but complex chemical products Plastics are composed of a great variety of chemical substrates, tailored for thousands of specific uses. Polyvinyl- Polyethylene Polyethylene chloride Terephthalate (PE) (PVC) (PET) This complexity makes re-using plasti
Slide 10: We understand the chemical complexity of waste plastics
We understand the chemical complexity of waste plastics Traditionally, the variability, complexity, and unknown composition of post-use plastics has made them unsuitable Base Feedstocks Basic Chemicals Chemical Products for making new, high-quality products. intermediaries Butane Ammonia Acrylonitri
Slide 11: Data & Analytics
Data & Analytics Our dataset of waste plastic is unmatched in the industry, enabling us to create vertically integrated, customized pathways from plastic feedstock to products. Agilyx is Data-Driven Over the last 16 years, we have built a dataset of more than 2,000 plastic waste characterizations an
Slide 12: Cyclyx: transforms waste plastic into a recyclable resource
Cyclyx: transforms waste plastic into a recyclable resource 12 Confidential & Proprietary. Agilyx Corporation ©
Slide 13: Agilyx: a robust conversion processes is key to recyclability
Agilyx: a robust conversion processes is key to recyclability • 7th Generation with 16 years of improvement • Fully Automated system operations for scalability • Continuous Process for high throughput • Robust Process allows contaminated feedstocks • Versatile Technology for variety of outputs & pat
Slide 14: How to accelerate growth?
agilyx How to accelerate growth?
Slide 15: Significant scaling of chemical recycling critical to close the demand gap
Significant scaling of chemical recycling critical to close the demand gap The current pace of technology scaling and infrastructure Acceleration of collection rates, infrastructure and technology is build increases volumes of unmanaged plastics waste. required to meet targets. Scenario A: STATUS QU
Slide 16: Capital light go-to-market strategy is based on technology licensing and royalty streams
Capital light go-to-market strategy is based on technology licensing and royalty streams Development phase Construction phase Operations phase (1-2 years) (1-2 years) (20+ years) Feasibility FEL 2 FEL 3 Study Identification of Initial engineering and Detailed engineering and feedstock & site selecti
Slide 17: Accelerating Growth: partnerships and co-investment
Accelerating Growth: partnerships and co-investment Partnership key to scaling: JVs with chemical companies & collaboration with technology licensor/EPC Focused capital investments in proof-of-concept (PoC) full-scale plants can accelerate growth and unlock demand for technology licensing Levers to
Slide 18: NextChem: validation and acceleration of growth
NextChem: validation and acceleration of growth LEADING ACCELERATE OPPORTUNITY TECHNOLOGY & GLOBAL REACH TO CO-INVEST EPC PARTNER • Technological solutions to ensure the Energy Transition • Licensing, EPC Services and Project Development 18 Confidential & Proprietary. Agilyx Corporation ©
Slide 19: Partnership Models: scaling to accelerate capital light growth
Partnership Models: scaling to accelerate capital light growth 3 Potential to recoup initial investment Technology and redeploy licensing scale-up Acceleration Opportunities to Accelerate triangle • Collaboration with technology licensor • Manufacturers favor licensing BUT preference for co-investme
Slide 20: Conversion Project: estimated financial parameters
Conversion Project: estimated financial parameters Principal assumptions for 100TPD PS to 200TPD MWP installations CAPITAL: Agilyx core equipment & PLANT UTILIZATION: 90% THROUGHPUT: nameplate capacity in TPD balance of plant (BoP) • Days of operation: 330 per year • Currently, our base unit is 50 T
Slide 21: Summary
Summary ✓ Total project pipeline in line with prior ambition. ✓ New projects in portfolio offset delays in others. ✓ Leading-edge project, Toyo, progressing on schedule. ✓ Target: one new project into development on average every quarter. ✓ No change in longer term aspiration. ✓ Partnerships and co-
Slide 22: Thank you.
Thank you. Confidential & Proprietary. Agilyx Corporation © Confidential & Proprietary | Agilyx Corporation ©