Dotz Nano Limited · ASX:DTZ
Dotz Nano — Investor Presentation (July 2024)
24 slides from Dotz Nano's investor presentation, Jul 25, 2024
Slide 1: Capture the Future: Nanotechnology Powering Industry and Environment
Capture the Future For personal use only Nanotechnology Powering Industry and Environment Dotz Nano Limited [ASX:DTZ] Corporate Deck July 2024
Slide 2: Disclaimer and Important Notice
Disclaimer and Important Notice. This Presentation has been prepared by Dotz Nano Limited ACN 125 264 575 (Dotz Nano or the Company) and is general background information about the Company’s activities as at the date of this Presentation. The information is given in summary form and does not purport
Slide 3: Dotz at a Glance
Dotz at a Glance. EARTH SHIELD VALIDATED PROPRIETARY TECHNOLOGIES For personal use only Patent protected, superior nanotechnology for cost-effective, wide-scale CO2 capture Carbon Capture In-product Authentication Validated commercial technology for in-product authentication Development Commercial A
Slide 4: Experienced leadership team with proven experience in leading growth and value
Experienced leadership team with proven experience in leading growth and value. For personal use only EXECUTIVE TEAM BOARD OF DIRECTORS Sharon Malka Michael Shtein, Ph.D. Bernie Brookes Doron Eldar CEO Founder, CTO Chairman Director Kerry Harpaz Glenn Kelly Mitchell Board Liat Bar Ziv Alperovitz Shi
Slide 5: CO2 Capture
For personal use only CO2 Capture EARTH
Slide 6: The need: Carbon capture plays pivotal role in energy transition
The need Carbon capture plays pivotal role in energy transition For personal use only 1 2 3 CO2 Fossil Fuel Energy combustion concentration increase Remains a key energy source & industrial processes from fossil fuel account for ~65% of global CO2 emissions Annual CO2 emission breakdown Source: Inte
Slide 7: A large and growing market
A large and growing market Carbon capture capacity must grow more then 100x For personal use only Carbon capture capacity by sector in the IEA sustainable development scenario 2050 5,635Mtpa 2030 1,200Mtpa 2020 40Mtpa Source: International Energy Association 7
Slide 8: An urgent problem: Early phase of booming market
An urgent problem Early phase of booming market Market drivers support CCS market attractiveness Pricing For personal use only 40% of global emissions presently covered by EU Emissions Trading System pricing mechanism (Emissions Trading Systems, Carbon Taxes, or Tax Credits) 120 Carbon Price (USD/tC
Slide 9: Energy efficiency, resistance to degradation and low cost make nanoporous carbon sorbent ideal
Superior technology Energy efficiency, resistance to degradation and low cost, make nanoporous carbon sorbent ideal for carbon capture. For personal use only High • Cost of sorbent • Selectivity • Energy intensive process Amine Liquid Zeolite • Thermal stability • Large facilities and equipment size
Slide 10: Patented synthesis method for converting plastic waste into porous carbon sorbents
Superior technology Patented synthesis method for converting plastic waste into porous carbon sorbents. For personal use only Plastic Abundant, low-cost Waste feedstock Pyrolysis – technically mature process + Valuable byproducts: energy recycling & Thermal Process Porous carbon Residual removal cos
Slide 11: A new era of sorbents powered by nanotechnology
Superior technology A new era of sorbents powered by nanotechnology enabling wide-scale, cost effective CO2 capture. For personal use only High adsorption capacity High CO2 selectivity Lower energy penalty & low moisture sensitivity Less energy is required for Facilitated by unique structure sorbent
Slide 12: Unique pore volume & distribution enable high CO2 uptake & selectivity
Superior technology Unique pore volume & distribution enable high CO2 uptake & selectivity. For personal use only 20°C Unique pore vol and distribution, with ultra- microporous ideal for CO2 40°C 60°C 0.100 Micropore Vol High CO2 adsorption 90°C capacity 0.090 0.080 120°C dV/dD cm-3 g-1 nm-1 0.070 1
Slide 13: Testing and simulations demonstrate preferable performance
Superior technology Testing and simulations demonstrate preferable performance. For personal use only Commercial activated carbon* Process simulation performed on SINTEF’s Moving Bed Temperature Swing system (WtE, Cement scenarios) Process performance and main operating conditions Comm. AC DotzShiel
Slide 14: Lower energy requirements to drive down cost of capture
Superior technology A new era of sorbents powered by nanotechnology enabling wide-scale, cost effective CO2 capture. For personal use only Lower energy1 requirements to drive down cost of capture TARGET 5.0 Conventional liquid solvent PERFORMANCE Heat duty: 3.9 – 5.0 GJ/t CO2 CRITERIA: Energy Requir
Slide 15: Clear growth pathway: Technology development roadmap
Clear growth pathway Technology development roadmap: clear value creation development milestones. For personal use only 2023 TRL 2 POC 2024 TRL 3 – lab validation 2025 TRL 4-5 – tech demonstration 2026 TRL 6-8 – tech demonstration Technology Bench-scale demo Small-scale pilot unit Industrial pilot u
Slide 16: Clear growth pathway: Prioritized Target Industries
Clear growth pathway Prioritized Target Industries. Carbon Concertation For personal use only Prioritized Target Segments 0.04% >15% 15%-35% +80% Ambient Air Caol & Natural Gas Chemical Plants, Ammonia, Ethanol & Power Plants Steel, Cement Mills Natural Gas Power Generation Cement & Refineries Proce
Slide 17: Highly scalable IP licensing model with multiple revenue streams
Clear growth pathway Highly scalable IP licensing model with multiple revenue streams. For personal use only IP licensing model Illustrative revenue potential Engineering Capacity 100 TPD = 300 TPD = 1,000 TPD = IP Customer 35 kTPA 100kTPA 350kTPA Partner Partner Industrial emitter developed applica
Slide 18: Shield: In-product Authentication
For personal use only SHIELD In-product Authentication
Slide 19: Large and growing market
Large and growing market Attractive and focused industrial markets1 with unmet need. For personal use only • Stricter environmental and social regulations Crude & bulk oil • Increased losses due to counterfeiting and parallel markets • Product ownership validation Oil additives becomes common $900M+
Slide 20: Advanced and validated authentication solutions for anti-counterfeiting and monitoring
Superior technology Advanced and validated authentication solutions for anti- counterfeiting and monitoring. For personal use only Dotz solution benefits: In-field real-time Detection & measurement Compatible with a range of hosting materials VALIDOTZTM INSPECTM Simple, easy-to-use solution • Dozens
Slide 21: Value proposition addressing established industry challenges
Superior technology Value proposition addressing established industry challenges. For personal use only Anti-counterfeiting & Product liability & Quality Assurance anti-alteration anti-dilution (QA) Authenticating bulk Providing insight into how A tool to monitor product in a robust way customers ar
Slide 22: Investment Highlights
Investment Highlights VALIDATED PROPRIETARY TECHNOLOGIES For personal use only Patent protected, superior nanotechnology for cost-effective, wide-scale CO2 capture Validated commercial technology for in-product authentication ATTRACTIVE TARGETED MARKETS Early phase booming market STRATEGIC PARTNERSH
Slide 23: Join our Journey
For personal use only Join our Journey 23
Slide 24: Simple, straightforward and modular process facilitates lower cost of capture
Superior technology Simple, straightforward and modular process facilitates lower cost of capture and easy integration. A pure stream of CO2 is 6 For personal use only compressed & liquified, then transported via pipeline to be safely 1 CO2 clean flue gas is stored or used. CO2 rich flue gas leaves