Parkway Corporate Limited · ASX:PWN
Parkway Corporate — Investor Presentation (October 2022)
38 slides from Parkway Corporate's investor presentation, Oct 3, 2022
Slide 1: ASX Announcement
ASX Announcement 03 OCTOBER 2022 CORPORATE PRESENTATION Parkway Corporate Limited (“Parkway” or the “Company”) (ASX: PWN) is pleased to advise that the Company will be presenting a corporate presentation as part of the upcoming Broker Briefing - Mining, Resources & Energy investor webinar. WEBINAR D
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This announcement may contain certain “forward-looking statements”. The words “continue”, “expect”, “forecast”, “potential” and other similar expressions are intended to identify “forward-looking statements”. Indications of (and any guidance on) future earnings, financial
Slide 3: Building an advanced Industrial Water Treatment technology company
Building an advanced Industrial Water Treatment technology company 03 October 2022 Bahay Ozcakmak ASX: PWN | pwnps.com Group Managing Director & CEO
Slide 4: Disclaimer
Disclaimer Forward-Looking Statements Completeness and Accuracy of Information This presentation may contain forward-looking statements. The No representation or warranty is made as to the accuracy, completeness or correctness words “continue”, “expect”, “forecast”, “potential” and other of the info
Slide 5: Presentation Outline
Presentation Outline Overview Company Website This presentation is intended to provide an introduction and general overview of Parkway. Key Topics § Corporate Overview § The Problem – Extractive Industries Wastewater § Sustainability – The Challenge of Our Time § Growing Water Challenges Facing Indu
Slide 6: Corporate Overview
Corporate Overview Capital Structure Current Experienced Team Ordinary Shares (PWN) on issue 2,213,280,416 § Strong corporate, strategic M&A, industrial and technology experience. 12-month Trading Range $0.008 - $0.014 § Highly focused team methodically executing corporate strategy. Market Capitalis
Slide 7: The Problem
The Problem “ Globally significant water challenges, particularly from extractive industries. ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com | 5
Slide 8: Electrification and Net Zero
Electrification and Net Zero The electrification of transportation and heavy-industry … … is key to reducing emissions and achieving net-zero. ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com | 6
Slide 9: However, Electrification Requires Minerals
However, Electrification Requires Minerals Electrification § Copper is critical to electrification. § A dramatic increase in copper supply is required in the next 20 – 25 years, essentially equivalent to all the copper ever mined in human history. Lithium Ion Batteries § Batteries, particularly lith
Slide 10: Mining Required for Supply of Critical Minerals
Mining Required for Supply of Critical Minerals Mining of critical minerals requires vast amounts of water … … often in regions with limited sources of water, with competing uses. ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com | 8
Slide 11: Legacy of Extractive Industries – Mining
Legacy of Extractive Industries – Mining Degraded environment including acid & metalliferous drainage (AMD). ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com | 9
Slide 12: Legacy of Extractive Industries – Energy
Legacy of Extractive Industries – Energy Degraded environment from oil production in Northern Alberta, Canada. https://www.nationalobserver.com/2021/10/18/news/enviro-groups-want-feds-step-after-report-reveals-albertas-tailings-ponds Waste brine ponds from gas production in Queensland, Australia. ht
Slide 13: Time For Action
Time For Action “ True sustainability is not possible, without sustainable water and wastewater management. ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com | 11
Slide 14: Sustainability – The Challenge of our Time
Sustainability – The Challenge of our Time 1) We Need to Improve Sustainability The Energy-Water Nexus § In order to improve sustainability, § Large volumes of water needed for: § we all understand we need to reduce emissions. § cooling in thermal power generation. § However, it is less commonly und
Slide 15: Growing Water Challenges Facing Industry
Growing Water Challenges Facing Industry Industry Profile: Mining § The mining industry is a large consumer of water, an issue that is only compounded by the fact that many mines are located in arid environments where water is already scarce. § The overall demand for water is forecast to rise by as
Slide 16: Technology Based Solutions
Technology Based Solutions “ Next-Generation Technologies provide an opportunity to solve these problems, sustainably. ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com | 14
Slide 17: Key Addressable Markets
Key Addressable Markets Key Markets Mining & Energy Industrial Wastewater Municipal & Desalination § Wastewater treatment opportunities § < 5% of wastewater currently recycled § Large and growing global markets § Limited access to freshwater is § Access to freshwater is becoming § Wastewater storage
Slide 18: PPT – Proprietary Technologies from Parkway
PPT – Proprietary Technologies from Parkway Overview Integrated Solutions § Parkway owns a portfolio of proprietary (including patented) § Parkway offers both industry standard (conventional) and next- wastewater treatment related technologies. generation (PPT) technologies including integrated offe
Slide 19: Disruptive Industrial Technologies
Disruptive Industrial Technologies Technology Commercialisation § New industrial technologies take time to develop, however, when commercialised successfully, can disrupt entire industries, rapidly. Not because they are easy, but because they are hard. John F. Kennedy For details regarding Rates of
Slide 20: PPT – Industrial Technology Commercialisation
PPT – Industrial Technology Commercialisation State-of-the-Art Technology Platform § Technology platform specifically developed for commercialising innovative wastewater related process technologies, globally. § Established strategic partnerships with world-class partners, underpin the strength of t
Slide 21: PPT – Typical Business Development Cycle
PPT – Typical Business Development Cycle Overview § Given the nature of target projects (large, complex and long-life operations), the business development cycle is similarly sophisticated with many stakeholders. § Parkway is currently advancing a pipeline of projects through key business developmen
Slide 22: Technology Application Case-Study
Technology Application Case-Study “ The QGC Shell feasibility study is a landmark milestone, highlighting the transformative potential of our technology. ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com | 20
Slide 23: Addressable Market – Coal Seam Gas Case Study
Addressable Market – Coal Seam Gas Case Study CSG Related Wastewater Challenges § Coal seam gas (CSG) operations in Queensland currently produce 55,000,000,000 litres of associated water, annually. § Concentrated brines derived from the treatment of associated water, contain 194,000 tonnes of dissol
Slide 24: CSG Case Study – Feasibility Study for QGC Shell
CSG Case Study – Feasibility Study for QGC Shell Overview § QGC (a Shell Group company) is one of Australia’s leading gas producers and has invested >$2 billion on water infrastructure. § Parkway has been collaborating with QGC for several years. § On 7 April 2022, QGC awarded Parkway a material con
Slide 25: CSG Case Study – QGC Feasibility Study Progress
CSG Case Study – QGC Feasibility Study Progress Overview § Collaborative project team, led by Parkway engineering team. Piloting Activities § Bench Scale – extensive evaluations performed, confirming key process conditions, and the production of key products. § Pilot Scale – mechanical installation
Slide 26: CSG Case Study – Value Creation Opportunity
CSG Case Study – Value Creation Opportunity Base Case (BAU) iBC® Scenario +$ (benefit) securing § The QGC water treatment plants recover 97% of water for beneficial § Processing of the waste sustainable use. The residual 3% (brine, containing 100% of the salts) is currently brine with the iBC® opera
Slide 27: Integrated Solutions
Integrated Solutions “ We are also developing a range of integrated water treatment solutions, as a platform for our innovative technologies. ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com | 25
Slide 28: Parkway Group Structure
Parkway Group Structure Parkway Process Solutions (PPS) Parkway Corporate Limited (PCL) – Group Overview § PPS –provides water treatment products, services, and when combined, water treatment solutions. Parkway Corporate Limited § The establishment of PPS is supporting the ABN: 62 147 346 334 growth
Slide 29: PPS – Building an Integrated Solution Provider
PPS – Building an Integrated Solution Provider Complex Wastewater Challenges Building Parkway Process Solutions (PPS) § Traditionally seen to be “too difficult” because: § Water prices were cheap, if not free, why recycle? § Disposal requirements were modest, if not non-existent. § Stakeholder conce
Slide 30: PPS – Offering Integrated Solutions
PPS – Offering Integrated Solutions Why PPS? § Q: Why Parkway Process Solutions? 3 150+ § A: Because process problems, require process solutions. Business Divisions Commercial Customers PPS, PPT, PV Inc global mining & energy companies Delivering Integrated Solutions § Whilst PPS provides stand-alon
Slide 31: PPS – Delivering Integrated Solutions
PPS – Delivering Integrated Solutions PPS Delivering Solutions Recent Case-Study § PPS is successfully delivering a range of integrated solutions. § Client: Major global mining company. § Project: Large operating mine, is a key global producer of a PPS Rapidly Building Capabilities & Offering commod
Slide 32: Building Capabilities – Generating Traction
Building Capabilities – Generating Traction Generating Traction Energy Clients: § Parkway has developed capabilities to successfully deliver a § Leading global energy companies. range of innovative solutions for tier-1 global companies. § Parkway has rapidly established a reputable client base. ISO
Slide 33: Investment Case
Investment Case Very Large Addressable Markets § The water and wastewater treatment opportunities in the global energy & mining, municipal & desalination and industrial applications, all represent multi billion dollar opportunities. Strong Industry Drivers § Strong economic, regulatory and ESG drive
Slide 34: Appendices
Appendices Overview § Strategic Water Treatment Opportunities § Leveraged to Cleantech Thematic § Karinga Lakes Potash Project ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com pwnps.com | 32 www.
Slide 35: Strategic Water Treatment Opportunities
Strategic Water Treatment Opportunities Segmentation of Market Opportunities Go-to-Market Strategy A. Products segment is typically lower value and with lower complexity, as a result generating lower margins. Parkway Process Technologies (PPT) B. Services segment involves greater complexity, and can
Slide 36: Leveraged to Cleantech Thematic
Leveraged to Cleantech Thematic Attractive Industry Dynamics § Building a growing business, in a growing market. § Conventional water treatment market - growing above rate of inflation Next-Generation Technologies Strong economic, regulatory and § Parkway is building a conventional water treatment f
Slide 37: Parkway Ventures – Karinga Lakes Potash Project
Parkway Ventures – Karinga Lakes Potash Project Overview KLPP Pre-Feasibility Study § The Karinga Lakes Potash Project (KLPP) covers a chain of § On 5 Nov 2020, Parkway finalised the KLPP Pre-Feasibility dry salt lakes, within the Central Australian Groundwater Study (KLPP-PFS), which confirmed the
Slide 38: Industrial Water Treatment
Building an advanced Industrial Water Treatment technology company ASX: PWN | Corporate Presentation | 03 October 2022 www. pwnps.com www. pwnps.com | 36
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