Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Roth China Conference 2009
19 slides from Synthesis Energy Systems's conference presentation, Oct 13, 2009
Slide 1: Synthesis Energy Systems Investor Presentation, Roth China Conference
Synthesis Energy Systems Investor Presentation Roth China Conference Miami, Florida October 12-14, 2009
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements, other than s
Slide 3: SES - A Global Gasification Technology Company
SES - A Global Gasification Technology Company SES is a publicly listed (NASDAQ:SYMX) gasification technology company headquartered in Houston, Texas Exclusive global license to U-GAS(r) technology from the Gas Technology Institute(r) (GTI(r)) U-GAS(r) is a commercially proven gasification technolog
Slide 4: Gasification - A Clean Alternative for Energy and Chemical Products
Gasification - A Clean Alternative for Energy and Chemical Products 4 Gasifier Syngas (CO, Hydrogen) CO2 Capture Capable Feedstocks End Products Methanol for gasoline blending Synthetic gasoline Dimethyl ether (DME) for diesel and LPG blending Ammonia and fertilizer Synthesis natural gas (SNG) Power
Slide 5: U-GAS Cleanly Unlocks the Value of Low Grade Coal and Biomass Feedstocks
U-GAS(r) Cleanly Unlocks the Value of Low Grade Coal and Biomass Feedstocks 5 Coal and/or biomass Ash Fluidizing gases Air/oxygen/steam Commercially Proven Developed and advanced by the Gas Technology Institute(r) over the past 35 years U-GAS(r) has been installed and successfully operated in 11 sep
Slide 6: The Development of U-GAS
The Development of U-GAS(r) 6
Slide 7: Gasifier Projects
80 ton per day Gasification Pilot Plant in Finland using biomass & coal Gasifier Projects 8x150 ton per day U-GAS(r) Industrial fuel gas in Shanghai, China using coal 100 ton per day Bioenergy Demo Plant in Hawaii using bagasse 150 ton per day CHP Plant in Denmark using wood 2x400 ton per day U-GAS(
Slide 8: SES Target Geographies
SES Target Geographies Source: BP Statistical Review of World Energy 2009, U.S. Energy Information Administration 1 Net petroleum imports includes both crude and refined petroleum products. Australian imports represent the broader Australasian region 2 Includes both Australia and New Zealand Coal re
Slide 9: SES is Commercializing U-GAS Through Project Investments & 3rd Party Licensing
SES is Commercializing U-GAS(r) Through Project Investments & 3rd Party Licensing 9 Commercializing today through Build-Own-Operate opportunities Capturing value in a long-term elevated oil and natural gas price environment Growing operating expertise and successfully demonstrating U-GAS(r) performa
Slide 10: The Hai Hua Plant is Successfully Demonstrating the U-GAS Platform
The Hai Hua Plant is Successfully Demonstrating the U-GAS(r) Platform Achieved COD within 1st year of operation Demonstrated U-GAS(r) fuel flexibility capability (ash 30 - 42%) Demonstrated ability to run a stable operation (1 operational + 1 spare demonstrating 98% on-stream time) Demonstrated larg
Slide 11: Yima - Advancing U-GAS Through A Multi-Phased Project
Yima - Advancing U-GAS(r) Through A Multi- Phased Project Location Henan Province, China Mazhuang Coal Chemical Industrial Park Partner Yima Coal Industry Group Co. Capacity 2,400 tpd coal Product Refined methanol Fuel Sub-bituminous; 30 - 35% ash Capital Cost Approx. $250 million Structure 75% Yima
Slide 12: SES Has a Robust Portfolio of Growth Opportunities
SES Has a Robust Portfolio of Growth Opportunities 12 SES continues to evaluate numerous project development opportunities around the globe, including more than $3 billion of opportunites in China: Expansion of the Hai Hua facility Yima phase II: 2,100 tpd coal Yima phase III: 4,150 tpd coal Other p
Slide 13: Financial Summary
Financial Summary 13 NASDAQ (SYMX) listed since November 2, 2007 48.0mm basic (50.8mm fully diluted shares) outstanding as of October 7, 2009 52-week closing price range: $0.41 - $3.88 Market capitalization as of 10/07/09: $54.7mm 06/30/09 cash balance: $61.1mm1 1 Net of $29.3mm cash contribution to
Slide 14: Conclusion
Conclusion Energy growth potential in China is substantial and coal is the primary fuel source Gasification is the accepted cleaner path for coal to energy U-GAS(r) continues to prove itself as a unique and economically attractive gasification technology Operational successes at Hai Hua demonstrate
Slide 15: Appendix
Appendix
Slide 16: The Chinese Methanol Market Provides Significant Growth Opportunities
The Chinese Methanol Market Provides Significant Growth Opportunities 16 Methanol is a flexible feedstock with more than 100 downstream chemical and energy applications Demand for methanol energy applications such as gasoline blending is accelerating rapidly China's energy related demand grew from n
Slide 17: Variety of Feedstocks Successfully Gasified in U-GAS
Variety of Feedstocks Successfully Gasified in U-GAS(r) Bituminous Coals Western Kentucky No. 9, washed & ROM Western Kentucky No. 9 and 11, Camp Illinois No. 6, Peabody No. 10 and Crown III Pittsburgh No. 8, Champion and Ireland Australian, Bayswater No. 2, Sydney Basin Polish, Silesia French, Merl
Slide 18: Scale-up History of U-GAS Technology
Scale-up History of U-GAS(r) Technology 18 18
Slide 19: Gas Technology Institute
Gas Technology Institute(r) GTI(r) is the leading research, development and training organization serving the domestic natural gas industry and energy markets Provides products, services and information that help customers solve problems or capitalize on opportunities related to finding, producing,
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