Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Clean TeQ — Shareholder Meeting (May 2012)
16 slides from Sunrise Energy Metals's shareholder meeting presentation, May 1, 2012
Slide 1: Clean TeQ Ltd General Meeting 2012
Clean TeQ Ltd General Meeting 2012 1 May 2012
Slide 2: Important information
Important information Certain statements in this presentation are forward looking statements. By their nature, forward looking statements involve a number of risks, uncertainties or assumptions that could cause actual results or events to differ materially from those expressed or implied by the forw
Slide 3: Vision
Vision “Clean TeQ seeks to be a globally recognised source of innovative, sustainable and value creating technologies that are used by us and our partners to solve urgent market needs in the air, water and resource recovery industries” 3
Slide 4: Product Portfolio by Division
Product Portfolio By Division Clean Air Biological Air Regenerative Advanced Filters Thermal Cyclones Oxidisers Recycle Water CIF HiROx UV Continuous Ionic High Recovery Disinfection Filtration Reverse Osmosis Resources Extract Continuous Ion Continuous Ion Advanced Exchange for Exchange for Desorpt
Slide 5: Delivering Vision: Update 2012
Delivering Vision Update 2012 •Achieve a cash flow positive position •Become less reliant on project based-income What did we •Focus on high value markets say we would •Leverage our IP through partnerships •Consider opportunities in M&A space do in FY12? •Now forecasting an EBIT of $0.75 – $1.25m fo
Slide 6: Revenue
Delivering Vision Revenue REVENUE REVENUE Projects, dividends, Projects & service technology and fees services fees Project- Joint based Licencing Ventures Income Design & Technology Dividends Supply Fees Service Service Royalties Fees Fees 6
Slide 7: First JV Opportunity
Delivering Vision First JV Opportunity CLQ IP 50/50 JV Nippon Gas Investment 7
Slide 8: Clean TeQ Market Focus
Delivering Vision Associated Water Market Clean TeQ Market Focus Oil & Gas Clean Energy The Oil & Gas sectors are in high growth phase. The Worldwide electricity production forecast to increase in provision of services and products associated with response to domestic and industrial demand produced
Slide 9: Associated Water Market
Delivering Vision Associated Water Market Target Market Coal Seam Gas Industry (QLD & NSW) Market Size The known CSG industry will make 330MLd of produced water. A CSG industry producing 28mtp LNG will make 900MLD of produced water*. This represents one of the largest global markets for wate
Slide 10: Technologies: Mobile HiROx Plant and Modular CIF Plant
Delivering Vision Associated Water Technologies Mobile HiROx™ Plant Modular CIF™ Plant treats up to 500,000L of water per day treats up to 2,000,000L of water per day 10
Slide 11: Associated Water Delivery: CIF vs Reverse Osmosis
Delivering Vision Associated Water Delivery Compare Continuous Ionic Filtration (CIF™) with the current industry standard, Reverse Osmosis (RO) agricultural water RO treated water 97% water recovery 80% water recovery Continuous Reverse Ionic Osmosis Filtration uses very high uses very low pressure
Slide 12: Associated Water Delivery: Cost and Performance Comparison
Delivering Vision Associated Water Delivery Operating Costs $/ML Compare Continuous Ionic Filtration to Reverse Osmosis* $500.00 $400.00 $300.00 Lower $200.00 is $100.00 better Capital Costs $/MLD $- $1,200,000.00 Continuous Ionic Filtration Reverse Osmosis $1,000,000.00 $800,000.00 Brine Produced (
Slide 13: Associated Water Delivery: CIF versus RO
Delivering Vision Associated Water Delivery Simple operation Continuous Low energy consumption Ionic No pretreatment required Filtration Non-fouling Copes well with variable feed quality Produces desired output quality for agricultural use High water recovery Low brine volume Complex multi-process o
Slide 14: Associated Water Delivery Potential
Delivering Vision Associated Water Delivery Supplement & augment surface and groundwater currently used for agricultural Potential Through security of water Asian Food Bowl supply, facilitate investment in new agricultural and stock industries Associated Water will treat the water locally and to agr
Slide 15: The Future
Delivering Vision The Future Continue to build and enhance revenue via organic growth within Australian market. Continue to establish partnerships with owners of “channels to market” for our IP. Consider acquisitions where technology reinforcement and accretive value is gained. 15
Slide 16: Clean TeQ Ltd General Meeting 2012 - Questions
Clean TeQ Ltd General Meeting 2012 1 May 2012 Questions