Clean Teq Water Ltd · ASX:CNQ
Clean Teq Water — Shareholder Meeting (November 2023)
21 slides from Clean Teq Water's shareholder meeting presentation, Nov 1, 2023
Slide 1: AGM Presentation
AGM Presentation Technologies that power the circular economy November 2023 ASX:CNQ 1
Slide 2: Disclaimer
Disclaimer This presentation contains a summary of information of Clean TeQ Water Limited for the purpose of Clean TeQ Water’s 2023 Annual General Meeting and is dated 1 November 2023 (Presentation). The information in this Presentation does not purport to be complete or comprehensive and does not p
Slide 3: FY 2023 Highlights
FY 2023 Highlights FY23 Key Numbers Largest Contract Signed Delivering ~$10m contract for the Townsville Water Recycling Facility Project Execution $13.6m Successfully delivered Laramba and Koumala Drinking Water Total Revenue Treatment Projects Entering the Lithium Market NematiQ Go2Lithium JV ente
Slide 4: Clean TeQ: Lithium, Mine Waste, Freshwater
Clean TeQ Clean TeQ is a specialized technology company solving some of the world’s most pressing resource challenges across the water and mining sectors. We are focused on providing solutions to the lithium demand, mine waste rehabilitation and freshwater scarcity Lithium Mine Waste Freshwater ASX:
Slide 5: Horizon: Strategic shift
Strategic shift Powered by Transforming from system supplier to technology licencing and strategic business partner technology Lithium Mine waste Freshwater Mine Tailings Services TODAY 50/50 Joint Venture (G2L) Proposed 50/50 Joint Venture 100% Subsidiary 100% Subsidiary Combining Clean-IX® in Lith
Slide 6: Lithium
Lithium Maximising value of brine assets Insert whatever EV picture we use for the Lithium sector on slide 3 Powered by technology ASX:CNQ 6
Slide 7: Advantage in strategic lithium brines assets
Advantage in strategic lithium brines assets Clean TeQ and Ivanhoe Electric’s subsidiary, Computational Geoscience combine to unlock several untapped lithium opportunities globally Joint Venture Structure: Value generation Investing in a company that provides access to undervalued Contribution: 50%
Slide 8: Rapid growth in valuation via technology-for-equity model
Rapid growth in valuation via technology-for-equity model G2L’s first agreement with LithiumBank to be replicated across the industry Partnership at stage where technology Replicate model at other brine Technology-for-equity Agreement1 developers (potential for spodumene) benefit and ownership are v
Slide 9: Global opportunity in tailings
Global opportunity in tailings No more tailings dams Powered by technology ASX:CNQ 9
Slide 10: No more tailings dams
No more tailings dams 282 billion tonnes of tailings globally and growing each year by 16 billion tonnes 79% (225Bn tonnes) of global tailings contain metals critical for future industries1,2,3 Lithium Cobalt Copper Nickel Zinc & Lead Gold Silver 200Mt 14Mt 130Mt 380Moz Rare Earths PGMs Solar Wind H
Slide 11: Rethinking tailings
Rethinking tailings For tailings to contribute to sustainable metal production, solutions require The full potential of economic rehabilitation for the mining industry extends both economic value and net environmental risk reduction to be achieved: far beyond the metal, land and water produced from
Slide 12: Proposed JV Revenue model
Proposed JV Revenue model Mine Tailings JV will potentially provide direct commercial partnerships with Profit share via recovered metal sharing mining companies for tailings rehabilitation & metal recovery The model converts tailings at current & legacy mines sites to: 1. Land: released or repurpos
Slide 13: Global opportunity in renewing degraded freshwater
Global opportunity in Powered by renewing degraded technology freshwater Clean TeQ’s suite of technologies provide a unique ability to close the water cycle. The treatment and reuse of degraded freshwater resources offer important environmental, community and economic advantages With half of the glo
Slide 14: Wastewater to high-value water to unlock agriculture & industry
Wastewater to high-value water to unlock agriculture & industry Clean TeQ Water’s technology unlocking valuable contaminated freshwater resources to supply high quality water for agriculture and industries while recovering valuable byproducts Metal by-products for sale Produced or industrial water w
Slide 15: Projects Update
Projects Update Townsville UV Water Recycle MENA HIROX® Water Recycle NSW EVAPX® Brine Recycle Heathgate CLEAN-IX® Uranium Installation Practical Completion Commissioning Design Laramba IX Uranium Removal QLD IX Hardness & TDS China BIONEX® Nitrate Removal NematiQ Completed Completed Commissioning C
Slide 16: Outstanding commercial potential
Outstanding commercial potential Middle East HIROX® Project Freshwater scarcity and ESG principles force companies to efficiently convert groundwater for well completion water. Clean TeQ delivers 300% more completion water and 700% less waste brine. Industry Standard Approach 30% High-quality water
Slide 17: Development 2023
Development 2023 Lithium DESALX® Sulphate PHOSPHIX® Dairy cDLE® Pilot Selenium Europe Europe Commissioning Site Pilot Completed Ongoing ATA® DESALX® Sulphate PHOSPHIX® Pharma South Africa South America Europe Site Pilot Completed Site Pilot Scheduled Agreement Pending ASX:CNQ 17
Slide 18: Development Update
Development Update Current product is the result of 7+ years focused development Development of mass Market introduction through Applied R&D manufacturing process demonstration 2016 2017 2018 2019 2020 2021 2022 2023 NematiQ founded Proof of concept Production Demonstration 30+ customer applications
Slide 19: Executive summary
Executive summary Growth Focused Business Strategic Partnership in Innovative Partnership in Robust Water Treatment Model in Strategic Markets Lithium Mine Tailings Pipeline FY23 & Beyond Clean TeQ (via 50% ownership in Clean TeQ has entered the mine tailings Clean TeQ's expertise and intellectual C
Slide 20: Corporate Snapshot
Corporate Snapshot Board Senior Management Ian Knight Sam Robyn Peter Magda David Anita Riggall Mcleod Voigt Klapakis Menzies Addorisio Chairman Non-Executive Director Non-Executive Director Managing Director & CEO CFO CEO of NematiQ Company Secretary Clean TeQ Water Limited Major Shareholders (as a
Slide 21: Technologies that power the circular economy
Technologies that power the circular economy ASX:CNQ 21
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