Environmental Clean Technologies Limited · ASX:ECT
Environmental Clean Technologies — Shareholder Meeting (November 2023)
14 slides from Environmental Clean Technologies's shareholder meeting presentation, Nov 27, 2023
Slide 1: 2023 Annual General Meeting
For personal use only 2023 Annual General Meeting ECT ENVIRONMENTAL CLEAN TECHNOLOGIES LIMITED 27 November 2023
Slide 2: Disclaimer
Disclaimer For personal use only Environmental Clean Technologies Limited (“ECT” or “the Company” ) has taken all reasonable care in compiling and producing the information contained in this presentation. The Company will not be responsible for any loss or damage arising from the use of the informat
Slide 3: Introduction: What attracted me to this business?
Introduction What attracted me to this business? For personal use only Sam Rizzo ü Patented, proven technology Managing Director BA (Urban and Regional) Grad Dip (Honours) in Urban and Regional Town Planning ü Immediate decarbonisation pathway Mr Rizzo is a highly regarded project leader with ü Oper
Slide 4: The Opportunity / The Challenge
The Opportunity For personal use only The Challenge • Decarbonisation Now! Green Renewable • Waste: contaminated biomass Constrained: • Long lead times • Energy: affordable, reliable and • Expensive zero-emission • Mineral intensive • Agricultural productivity: • Ignores waste-to-energy declining so
Slide 5: The Solution
The Solution Patented COLDry closed-loop decarbonisation solution: For personal use only Immediately Commercialisation Proven Modular Zero-waste Deployable 2024 Leverages cheap, abundant waste and low-cost resources to enable affordable, zero-emission solutions 5
Slide 6: ECT Technology Suite
ECT Technology Suite For personal use only COLDry HydroMOR COHgen CDP-WTE Waste to Energy Low Emission Iron Hydrogen Low emission fuel Net Zero solution for Making Low and zero-emission Low-emission conversion high-value products Utilising waste and low- hydrogen from waste of waste and low-value fr
Slide 7: Strategy: Commercialisation
Strategy For personal use only Commercialisation Race to Revenue: Growth Supply & Offtake Partnerships Deployment 2024 60 à 120ktpa Drivers Low CAPEX & High Value Patented Demand Growth Net Zero OPEX Products Technology 7
Slide 8: COLDry: Three Product Streams
COLDry: Three Product Streams Patented & Proven For personal use only Product 3 Syngas + Heat = more $ Value Closed loop Net Zero Processing Closed loop Pyrolysis Low CAPEX & OPEX $ VALUE Product 2 Feedstock Char/Activated Biomass + Carbon = $ Lignite Product 1 Scalable COLDry Pellets sold CO2 for f
Slide 9: Markets and Products: Net Zero
Markets and Products: Net Zero Enabling waste to valuable products For personal use only Diversified product options Activated Char - filtration Hydr Growth markets ogen Agricultural Char – soil health Hard-to-abate sectors Advanced Carbon Import replacement COLDry Syngas - energy Soil Health Hydrog
Slide 10: Race to Revenue: Projections & financial analysis
Race to Revenue Projections & financial analysis For personal use only Project Parameters Performance Estimates Phase 1 IRR estimate >50% Plant Supply Product Waste & low- High-Value Capacity COLDry Payback Period estimate ~2.6 years cost inputs Recurring Revenue 30+ years Target throughput 20% / 80
Slide 11: ECT 2024 COLDry commercialisation schedule
ECT 2024 COLDry commercialisation schedule For personal use only Q4 CY23 Q1 CY24 Q4CY24 Finalise Design Validate tender Commission and and Pricing Finalise contract Operation Award Finalise supply Commence & offtake Construction Steady state Q1 CY24 Q2 CY24 Q4 CY24 11
Slide 12: Beyond 2024
Beyond 2024 For personal use only • Syngas Bacchus • Hydrogen Technology Development Marsh • DME HydroMOR • Project Evaluation Pilot Plant COLDry Latrobe Valley • Project Development COHgen Test Plant • Project Evaluation Global • Project CDP-WTE Market Development Demonstration Plant 12
Slide 13: ECT COLDry Investment Rationale
ECT COLDry Investment Rationale For personal use only We are in the right the place at the right time to meet today’s challenges and offer investors a low-tech risk, low development risk, low capex, highly scalable, near-term breakeven investment opportunity to participate in a major energy transiti
Slide 14: Thank you
For personal use only ECT ENVIRONMENTAL CLEAN TECHNOLOGIES LIMITED Thank you.
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