Slide 1: Investor Webinar Presentation
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 INVESTOR WEBINAR PRESENTATION PERTH, AUSTRALIA; 23 January 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is holding its Investor Webinar commencing at 8:00am (AWST) /
Slide 2: Hazer Group: Redefining clean hydrogen, Q2 FY25 Investor Webinar
ASX:HZR Hazer Group Redefining clean hydrogen Q2 FY25 Investor Webinar Thursday, 23 January 2025
Slide 3: Disclaimer
2 Hazer Group Ltd – Q2 FY25 Investor Webinar Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection Summary Information This document conta
Slide 4: Agenda
3 Hazer Group Ltd – Q2 FY25 Investor Webinar Agenda Item Q2 FY25 Highlights Commercial Demonstration Plant (CDP) test program & technology readiness Commercial projects and partnerships Corporate update CY25 key priorities Q&A
Slide 5: Q2 FY25 Highlights
Q2 FY25 Highlights
Slide 6: Q2 FY25 Highlights: Focus on commercialisation
5 Hazer Group Ltd – Q2 FY25 Investor Webinar Q2 FY25 Highlights: Focus on commercialisation Commercialise • CDP test program successfully completed, de-risking technology and commercialisation • Process performance data validates scalability; confirms economic viability • FortisBC 2500tpa project ad
Slide 7: Executing scale-up strategy in hard-to-abate sectors
6 Hazer Group Ltd – Q2 FY25 Investor Webinar Executing scale-up strategy in hard-to-abate sectors Strategy: Enablers: MONETISE & • Commercial scale projects in multiple • Canada FID GROW jurisdictions under license agreements • Large scale license deals • Expand global portfolio • 25x Canadian scale
Slide 8: Commercial Demonstration Plant (CDP)
Commercial Demonstration Plant (CDP)
Slide 9: CDP test program successfully completed
8 Hazer Group Ltd – Q2 FY25 Investor Webinar CDP test program successfully completed Worlds first fully-integrated demonstration of Hazer’s technology • Technology scale-up & commercialisation de-risked • Over 450 hrs continuous operation achieved • Campaign production uptime over 99% underpins the
Slide 10: Strong results provide confidence in scalability
9 Hazer Group Ltd – Q2 FY25 Investor Webinar Strong results provide confidence in scalability CDP data and early reactor modelling validate commercial design basis • Hazer proprietary reactor kinetic model developed • Model response matches pilot & CDP data • Performance predictions consistent with
Slide 11: Confirmed economic viability and competitiveness
10 Hazer Group Ltd – Q2 FY25 Investor Webinar Confirmed economic viability and competitiveness Hazer's technology costs are very competitive when compared to all other hydrogen production types H2 per kg Cost Range by Type* $7 • Hazer is cost-competitive with clear path to further optimisations at s
Slide 12: Commercial Projects & Partnerships
Commercial Projects & Partnerships
Slide 13: Solid progress on first commercial project in Canada
12 Hazer Group Ltd – Q2 FY25 Investor Webinar Solid progress on first commercial project in Canada Partnership with FortisBC to develop a 2,500tpa hydrogen facility in Canada • FortisBC 100% project owner; Hazer technology licensor • Binding agreement for commercial scale plant; license fee framewor
Slide 14: Overview of key scale-up development projects
13 Hazer Group Ltd – Q2 FY25 Investor Webinar Overview of key scale-up development projects BC, Canada Nagoya, Japan Montoir, France Pohang, Sth Korea • Project Development • Existing LNG import • Existing LNG import • Integration into existing Agreement Signed terminal or power station terminal sit
Slide 15: Corporate Update
a cS) xe] Q > a o 9) Q S) 6)
Slide 16: Hazer's strengthening global IP portfolio
15 Hazer Group Ltd – Q2 FY25 Investor Webinar Hazer’s strengthening global IP portfolio Strategic patents enhance our commercial opportunities globally Extensive global patent portfolio • Key patent awarded in EU for Hazer graphite morphology • Significant patent in Japan granted for H2 production u
Slide 17: $6.2M Government grant to accelerate commercialisation
16 Hazer Group Ltd – Q2 FY25 Investor Webinar $6.2M Government grant to accelerate commercialisation The Lower Carbon Grants Program supports transformational technologies that reduce carbon emissions • Administered by the WA Government, funded by the Gorgon Joint Venture - comprising Chevron, Exxon
Slide 18: 2025 strategic priorities – Accelerating to scale
17 Hazer Group Ltd – Q2 FY25 Investor Webinar 2025 strategic priorities – Accelerating to scale Multiple near-term catalysts to unlock value creation 1 Accelerate reactor scale-up to meet demand for large-scale commercial projects Commercialising Technology 2 Unlock value potential in graphite produ
Slide 19: Investment case
18 Hazer Group Ltd – Q2 FY25 Investor Webinar Investment case Low-cost, clean H2 technology with strong competitive advantage Commercially ready today and co-locates with end- user infrastructure Capex-lite” license model unlocks early cash-flow Tier-1, global partnerships across strategic markets R
Slide 20: t> Q
3 t> Q
Slide 21: Assumptions and notes
20 Hazer Group Ltd – Q2 FY25 Investor Webinar Assumptions and notes Slides 10 - H2 per kg cost range by type and by market Sources: Company analysis and projections, modelling a range of notional outcomes: 1. Feedstock gas - North America ~US$2.0/mmbtu, Asia Pacific US$12/mmbtu, Europe ~US$8.5/mmbtu
Slide 22: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: anah@we-worldwide.com