Phoslock Environmental Technologies Limited · ASX:PET
Phoslock Environmental Technologies — Investor Presentation (November 2021)
10 slides from Phoslock Environmental Technologies's investor presentation, Nov 16, 2021
Slide 1: November 2021 Business Update
16 NOVEMBER 2021 November 2021 Business Update World leaders in water remediation
Slide 2: Strategy progress over last 12 months
Reset stable, Accelerated geographic Board renewal process Strategy restructured business platform in China commercialisation progress over last 12 months Resume trading on ASX A more balanced Manufacturing review geographic exposure and decision on new plant location Appoint commercial R&D review I
Slide 3: Current and prospective activity
Canada Significant resources deployed and Europe generating good demand, but Kralinglse Plas (Rotterdam) regulatory position remains complex application 50% complete, and slow to resolve significant promotion and Delays due to COVID and elections media coverage – COVID watch Projects ready to start
Slide 4: 2021 project status summary – updated
2021 project status summary – updated Contracted sales1 Heads of agreement1 High probability1 63% of forecast tonnes 18% of forecast tonnes 19% of forecast tonnes ANZ China Europe South America United States 1 As at November 2021 4
Slide 5: Growth Strategy Key Drivers
Growth Strategy 2021 HALF YEAR RESULTS Key Drivers PET is building a platform of sustainable and People, Research & Manufacturing profitable growth by Performance & Development & Supply Chain expanding market access across multiple Culture geographies and products. In support of that strategy, the c
Slide 6: Focused R&D program, priority new growth opportunities
R&D Rapid Review Focused R&D program Scored and ranked more than 30 R&D projects 2021 HALF YEAR RESULTS Priority new growth Prioritised 5 within the portfolio to address key customer drivers – further work on flowing water phosphorus capture Hiring for new Group Executive Product Solutions rol
Slide 7: Manufacturing review update
Manufacturing review update 2021 HALF YEAR RESULTS A review to determine preferred location options for a second manufacturing plant is nearing completion. • The review considered : – Site and plant establishment costs – Raw material access, as a key cost driver – Customer transportation requirement
Slide 8: People, Performance & Culture review update
People, Performance & Restructure of business to align with growth strategy is progressing Culture review update • Damian Whelan, Commercial Lead Europe commenced October 2021; Nigel Traill appointed CEO of Limnological Solutions International but still highly active Capability Culture Networks Stru
Slide 9: Strategy implementation is delivering
Strategy implementation is delivering Positive growth outlook Strong funding position Successful trial work ongoing and being Business is returning to reviewed by prospective customers Cash / cash equivalents (as at 31 October 2021) more normalised Consistent & strong leads on new projects $22,845,0
Slide 10: ASX Code – PET, Melbourne contact details
ASX Code – PET Level 16, 1 Collins Street T +61 3 91100002 Melbourne VIC 3000 W www.phoslock.com.au AUSTRALIA Lachlan McKinnon – CEO Greg Slade - Investor Relations E lmckinnon@phoslock.com.au E ir@phoslock.com.au
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