Slide 1: Global Opportunity In Industrial Wastewater
For personal use only Global Opportunity In Industrial Wastewater De.mem (ASX:DEM) De.mem Limited Water Decentralised (ASX:DEM) Management Investor Presentation Investor Presentation | May 2017 Andreas May 2017Kroell | CEO & Director
Slide 2: Legal Disclaimer
Legal Disclaimer For personal use only This presentation has been prepared by De.mem Limited and its related entities (the “Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not
Slide 3: A Global Opportunity
A Global Opportunity For personal use only “De.mem has a multi- billion dollar opportunity in the wastewater treatment sector, driven by environmental trends and regulatory changes around the world” To watch the Executive Interview Click Here 3
Slide 4: Global water and waste water solutions market estimated at AUD$240 billion
For personal use only The global water and waste water solutions market has an estimated annual capital expenditure of * AUD$240 billion Trend towards de-centralised units and recycling of waste water * Source: Frost & Sullivan 4
Slide 5: For personal use only
For personal use only 5
Slide 6: Innovative Wastewater Solutions
Innovative Wastewater Solutions For personal use only De.mem designs, builds, Innovative membrane owns and operates based wastewater filtration de-centralised wastewater technology – Industrial treatment systems waste water focus Licensed proprietary Revenue generating and technologies from Nanyang
Slide 7: Leading Technology & Engineering Knowhow
Leading Technology & Engineering Knowhow For personal use only Sector Specific Know- Low Pressure how and Nanofiltration Specialised Methods Membrane treatment methods Platform and de.live – IoT Operations monitoring and Plant operations control platform and efficiency Process design Technology capa
Slide 8: Corporate Overview
Corporate Overview For personal use only ASX code DEM Ordinary shares 95.8m Market capitalisation $30m Cash on hand (31.3.17) $4.9m Listed on ASX 7 April 2017 Issue price $0.20 Last price (22.5.17) $0.31 52 week high $0.50 52 week low $0.31 Average daily volume 198,000 GICS classification Utilities
Slide 9: Targeting High Growth Industrial Sectors
Targeting High Growth Industrial Sectors For personal use only Food & Beverage Oil & Gas • Water and wastewater • Wastewater • High turbidity, solid and • High turbidity, oil & oil & grease removal grease removal • Discharge & recycling • Discharge & recycling Electronics Palm Oil Industry • Water a
Slide 10: Nanyang Technological University
For personal use only Nanyang De.mem has partnered with Technological University (Singapore), one of the leading water universities in the world 10
Slide 11: Unique Proprietary Low Pressure Membrane
Unique Proprietary Low Pressure Membrane • De.mem commercialises a For personal use only Clean water Nanofiltration novel low pressure hollow fibre membrane fibres nanofiltration (NF) membrane developed at NTU in Singapore • The membrane can reduce power consumption by up to As (low) pressure is fiv
Slide 12: NF Membrane Ready For Infield Validation
NF Membrane Ready For Infield Validation For personal use only • Successfully tested on different types of water / wastewater streams since 2015 • First industrial sized module produced in April 2017 • Production of the NF membrane in pilot factory in Singapore to Professor Wang, Nanyang Technologic
Slide 13: Integrated Business Model
Integrated Business Model Proprietary For personal use only Operations Products & Process Expertise Customer Expertise Technologies • Low pressure, • Engineering • Operations • Specialised hollow fibre • Process design • Monitoring products nanofiltration o Containerised membrane • System • Maintena
Slide 14: Highly Scalable Revenue Model
Highly Scalable Revenue Model Build-Own-Operate For personal use only or Equipment sales Pricing Customer base Build-Own-Transfer • De.mem owns the • Customer driven • Flexible pricing • Multi-national equipment structure corporations operating in high • Opportunity for growth markets & • Long term
Slide 15: Expanding Into Growth Markets
Expanding Into Growth Markets China For personal use only Germany ~AUD$20 billion *1 1 ~AUD$13 billion Vietnam 3 AUD$1 billion Singapore (Malaysia & Indonesia) Australia 4 2 ~AUD$2 billion ~AUD$5 billion Sources: 1. Global Water Intelligence 2. The Singapore EDB 3. Frost & Sullivan 4. IBIS 15
Slide 16: China wastewater treatment and reuse targets
For personal use only 85% of the total wastewater generated in urban areas in China should be treated and 20% of the treated wastewater should be reused (China’s Water Development Plan 2011-2015) 16
Slide 17: Pipeline of opportunities growing rapidly
For personal use only De.mem’s pipeline of opportunities is growing rapidly and currently stands at AUD$10m+ and includes opportunities in China, Germany and Australia 17
Slide 18: Global Commercial Validation
Global Commercial Validation For personal use only Impressive pedigree of clients & Robust $10m+ pipeline of opportunities completed projects in 2015 & 2016 for 2017 & 2018 China Currently evaluating partnership options Germany American Pipeline projects in agriculture, food & multinational beverage
Slide 19: Significant Leverage Play
Significant Leverage Play For personal use only Market Capitalisation Company FY16 Revenue (22.5.17) Technology Market Focus Emefcy (ASX:EMC) A$0.8m Aeration Municipal waste (12 months to water 31/12/16) A$220m Phoslock Water A$1.9m Chemicals that Prevention of Solutions (ASX: PHK) (6 months to bind
Slide 20: Experienced Board & Management Team
Experienced Board & Management Team Cosimo Trimigliozzi | Chairman Bernd Dautel | Non-Executive Director COO of Wild Flavors International Director New Asia Investments For personal use only Managing Director Givaudan Asia Managing Director Wieland Metals MBA, University of Basel, Asia Pacific Switz
Slide 21: Key Milestones
Key Milestones For personal use only ➢ Award of customer contracts ➢ Expansion into key growth markets ➢ M&A / Partnerships / JV’s ➢ Access to new technology / intellectual property 21
Slide 22: Why Invest?
Why Invest? For personal use only Substantial market Established revenue Patented technology opportunity: global generating business with licensed from a leading expenditure in wastewater a strong presence in water technology sector expected to reach emerging Asian markets university, software AUD$1
Slide 23: Appendix
For personal use only De.mem (ASX:DEM) Appendix Decentralised Water Management Investor Presentation May 2017
Slide 24: Select Project Experience (Build-own-operate)
Select Project Experience (Build-own-operate) Factory of Swiss Multinational, Flavours Industry, Factory of French Multinational, Electronics/Plating, For personal use only Singapore Singapore • Capacity: Up to 50 m3 per • Capacity: Up to 50 m3 per day day • Industrial waste water with • Industrial
Slide 25: Select Project Experience (Equipment Sales)
Select Project Experience (Equipment Sales) Hanoi University of Agriculture Water Tr. Plant, Hanoi, For personal use only Factory of Multinational Corporation, Oil & Gas, Singapore Vietnam • Capacity: Up to 2,000 m3 • Capacity: Up to 10 m3 per per day day • Using UF membranes • Industrial waste wate
Slide 26: Filtration Spectrum
Filtration Spectrum For personal use only 26
Slide 27: Competitively Positioned in a Fragmented Market
Competitively Positioned in a Fragmented Market De.mem covers all aspects of the value chain in a fragmented market, providing end For personal use only users with a cost effective, full service solution to manage their wastewater production capacity Products & Equipment Focus Systems Integration Fo
Slide 28: Worldwide Press
For personal use only Worldwide Press 28
Slide 29: De.mem Limited contact details
For personal use only De.mem Limited (ASX:DEM) Andreas Kroell CEO De.mem Limited investor@demem.com.sg Corporate Enquiries Shane Wee Director Alto Capital shane@altocapital.com.au De.mem (ASX:DEM) Media & Investor Enquires Julia Maguire Decentralised Director The Capital Network Water Management Inv