Quadrise Plc · LSE:QED
Quadrise — Quadrise Fuels International — FY2022 Earnings Presentation
17 slides from Quadrise's earnings presentation, October 2022
Slide 1: Investor Update: QFI Results FY21-22
INVESTOR UPDATE QFI RESULTS FY21-22 October 2022 quadrisefuels.com
Slide 2: Disclaimer
This document ("Presentation") has been prepared by Quadrise Fuels International plc (the "Company"). It has not been verified and is for information purposes only. Where used in this document, Presentation shall mean and include the slides that follow, the oral presentation of the slides by the Com
Slide 3: MSAR & bioMSAR have a key role in accelerating the energy transition to net-zero
QUADRISE MSAR® & BIOMSAR™ HAVE A KEY ROLE IN Quadrise ACCELERATING THE ENERGY TRANSITION TO NET-ZERO overview The new quest for Meanwhile… “green fuels”* has back on planet earth, created an industry technologies that could There’s no “space race” for a “net-zero” dream 2030improve the environment t
Slide 4: Collaborating with fuel supplier to transition to net-zero
QUADRISE MSAR® & BIOMSAR™ HAVE A KEY ROLE IN Quadrise ACCELERATING THE ENERGY TRANSITION TO NET-ZERO overview “Prabhat Jha, went on to highlight Collaborating MSC’s partnership on a proof of concept with fuel supplier, to transition Quadrise, to use cleaner and more to net-zero. efficient fuel. MSC
Slide 5: Multi-product opportunity with MSC
Multi-product opportunity with MSC (0.6 kbpd/ship): ▪ MSC is one of the world’s largest container shipping & cruise lines. Business ▪ Early adopters of environmental technology & biofuels. update: ▪ 4S bioMSAR™ test data from Aquafuel & VTT presented to the OEMs. ▪ Framework agreement for MSAR and b
Slide 6: Morocco refueling opportunity
Morocco refueling opportunity (2-5 kbpd total): ▪ New Material Transfer and Cooperation Agreement signed in June ‘22. Business ▪ MSAR® manufactured and en-route to Site B for early Q4 industrial trial update: to demonstrate performance. ▪ bioMSAR™ will follow imminently to be tested after MSAR®. ▪ F
Slide 7: Heavy sweet oil opportunity
Heavy sweet oil opportunity (3-10 kbpd oil per site): ▪ Opportunity for 0.5%S IMO compliant fuel from the Uinta basin, multiple site potential. Business ▪ Commercial development agreement signed with Valkor in April ‘22. update: ▪ Heavy oil samples successfully tested at QRF, further samples expecte
Slide 8: Americas business update
Americas: Business Through agent E&PC in Central America/Carribbean: update: • Powerplant opportunities for 4S and 2S trials being progressed in Panama and Honduras for MSAR® & bioMSAR™. Other • Joint discussions underway with a large refinery in the Caribbean with interest in MSAR®. Segment: Throug
Slide 9: RDI project, blend-on-board and net-zero update
• 4-Stroke (“4S”) engine testing at Aquafuel & VTT presented to diesel engine OEMs. Business • Wartsila testing of combustion and wear due in update: Q4, to support vessel test planning. • Aquafuel tests due to complete efficiency and NOx runs on our 4S test engine in Q4’22 to support bioMSAR™ and b
Slide 10: The outline plan for the coming period FY22-23
The outline plan for the coming period FY22-23… 2022 2023 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Interims Finals+AGM Interims 2000 hrs bioMSAR commercial PoC > Operational Trial MSC Agree & sign framework agreements Prepare for bioMSAR Trials agreement for MSC Wartsila Flex Supply (Flex vessels) Run PoC Trial Agree &
Slide 11: There are always external factors that we cannot control
There are always external factors that we cannot control… Date
Slide 12: Resources update: Personnel & Finances
Update on Quadrise human resources: Resources ▪ Phil Hill started formally as COO on 1 Jan ’22. update: ▪ Andy Morrison appointed as NED Chairman on 1 Feb ‘22. Personnel & ▪ The Quadrise team, with supporting expert consultants, are fully equipped Finances to take the company through to commercialis
Slide 13: Enabling a cleaner energy transition
1 2 3 ENABLING A GLOBAL PLANNING FOR CLEANER ENERGY ACTIVITIES, RAPID REVENUE IN H1 2023 TRANSITION DEPLOYMENT ▪ Funded to secure ▪ MSAR® technology ▪ Broad pipeline of revenues in H1’23 makes oil burn like gas. projects & subject to concluding opportunities. supply agreements. ▪ Reduces costs for c
Slide 14: Investor Presentation Q&A
INVESTOR PRESENTATION QFI FORUM SHAREHOLDER BRIEFING October 2022 Q&A quadrisefuels.com
Slide 15: Heavy Fuel Oil (HFO) vs Quadrise MSAR & bioMSAR
HEAVY FUEL OIL (HFO) VS QUADRISE MSAR® & BIOMSAR™ What we do • Crude oil production & refining often results in heavy products & residual oils respectively that require expensive refined distillates to reduce viscosity and meet pipeline and HFO specifications. HFO is sold at a discount to crude oil,
Slide 16: Decarbonising the Marine Sector: Large Container Vessel Example
Large Container Vessel Example using 25,000 tpa bunker fuel emitting ~89,000 tpa CO2 “Well-To-Wake” (WTW) Decarbonising the Marine Good options are available today to rapidly reduce CO2 emissions: Sector… ▪ MSAR® is >5% more efficient, saving >4,000tpa CO2 and investing in newbuilds ▪ LNG conversion
Slide 17: Decarbonising the Marine Sector: Future fuels
Large Container Vessel Example using 25,000 tpa bunker fuel emitting ~89,000 tpa CO2 “Well-To-Wake” (WTW) Decarbonising Future fuel options are dominating the headlines, but also require a the Marine paradigm shift in new renewable energy or CCS to be achievable: Sector… CO2 savings for Grey, Blue &
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