Metacon Ab · OMXSTO:META
Metacon Ab — Shareholder Meeting (June 2022)
27 slides from Metacon Ab's shareholder meeting presentation, Jun 8, 2022
Slide 1: Presentation Årsstämma Metacon AB
8 juni 2022 Presentation Årsstämma Metacon AB Decentralised green hydrogen solutions for a clean energy future DRAFT STRICTLY PRIVATE & CONFIDENTIAL
Slide 2: Årsstämma 2022: Year of Build
MARKET Årsstämma 2022 ”Year of Build” 2 STRICTLY PRIVATE & CONFIDENTIAL
Slide 3: Ett internationellt företag
MARKET Ett internationellt företag Koncernstruktur Metacon present in key markets Metacon is well positioned in Europe with it’s head office in Sweden, a key-region Metacon HQ for green hydrogen development. Sales representatives are also on the ground and covering the following areas: • Örebro, Swe
Slide 4: Legal struktur
Legal struktur Koncernstruktur Metacon AB (publ) (Sweden) Group Management Business development Marketing and Sales 100% 100% 100% 100% 100% Water2H2 AB Metacon Warrant AB Helbio S.A. Metacon GmbH Metacon KK (Sweden) (Sweden) (Greece) (Germany) (Japan) Electrolyzers Warrant management Reforming R&D,
Slide 5: Styrelse
Styrelse Styrelsens sammansättning och erfarenheter Ingemar Andersson Christer Nygren Chairman Member 25 years of experience in senior positions within the Master of Science in Engineering Physics. Christer has Swedish defense industry. Board experience from listed and extensive experience in senior
Slide 6: Företagsledning
Företagsledning Ledningens sammansättning och erfarenheter Christer Wikner Johan Berggren Bo Carlsson Göran Rasberg President & CEO Head of Sales COO CFO Serial entrepreneur within cleantech and sustainability More than 35 years of experience as CEO in wind Before coming to Metacon, Bo was a project
Slide 7: Vi kommunicerade finansiella mål
INTRODUCTION TO METACON Vi kommunicerade finansiella mål Strong operational momentum Financial targets established Strong mid-term financial targets established on the back of Metacon’s recent commercial success Revenue to exceed SEK 500m for the financial year 2025 SEK 56 million Breakthrough order
Slide 8: Varför grön vätgas?
INTRODUCTION TO METACON Varför grön vätgas? Enabling green transportation with winning solutions Turning grey industries green Metacon is committed to provide technological solutions for production of hydrogen, to reduce environmental impact Ensuring safer energy and fuel supply to tomorrow’s societ
Slide 9: Varför grön vätgas?
INTRODUCTION TO METACON Varför grön vätgas? 9 STRICTLY PRIVATE & CONFIDENTIAL
Slide 10: Vi verkar i en stor och snabbväxande marknad
MARKET Vi verkar i en stor och snabbväxande marknad Over USD 300bn in Hydrogen investments Hydrogen market ready for take off Projected hydrogen investment through 20301 Established market with substantial growth potential (USD bn) End-use application Distribution Production 2020e 2040e 2050e 262 70
Slide 11: Gigantiska satsningar på grön vätgas
MARKET Gigantiska satsningar på grön vätgas New projects in Sweden and Europe evidencing Hydrogen market momentum HYBRIT: fossil-free steel H2Green Steel The Green Hydrogen Catapult The HyDeal Ambition Initiative 1.3 GW 1 GW 45 GW 67 GW Electrolysis capacity Electrolysis capacity Electrolyser Electr
Slide 12: Gigantiska satsningar på grön vätgas
MARKET Gigantiska satsningar på grön vätgas 12 STRICTLY PRIVATE & CONFIDENTIAL
Slide 13: Hydrogen to play a key role in a clean, secure and affordable energy future
MARKET Hydrogen to play a key role in a clean, secure and affordable energy future Key hydrogen market growth drivers Europe taking the lead EU targets 55% reduction in GHG emissions by 2030 Unprecedented political and commercial momentum for Green Hydrogen and decentralised energy systems, proven b
Slide 14: Geopolitical landscape calls for energy independence
MARKET Geopolitical landscape calls for energy independence Recent geopolitical development proves the need to accelerate the clean energy transition Prime Minister Modi pledges massive green hydrogen 'quantum leap' to Indian energy independence “We have to make India a global hub for green hydrogen
Slide 15: Vår produktportfölj
OFFERING Vår produktportfölj Metacon products introduce climate-friendlier alternatives and accelerate the green transition across industries Combined Heat and Power Units (CHP) Hydrogen generators Electrolysers Hydrogen Refuelling Stations Telecommunication stations Biogas producers Industrial and
Slide 16: Product overview
OFFERING Product overview Combined Heat and Power Units (CHP) Reformers – Hydrogen generators Electricity power up to 5 kW and thermal power up to 7 kW Hydrogen production systems generating up to 250 Nm3/h of Hydrogen Multi-fuel system operational with either Natural Gas, Propane/LPG or Biogas Mult
Slide 17: Product overview
OFFERING Product overview Electrolysers Hydrogen Refuelling Stations Power consumption for plant less than 5 kW/Nm3 Refuelling capacity of up to 1000 kg/day Output per electrolyser stack of up to 2,000Nm3/h (10MW) Full integration with reformers, compressors, high pressure storage, coolers and dispe
Slide 18: Biogas till grön vätgas
OFFERING Biogas till grön vätgas An example in the German biogas industry – enabling participation for biogas producers in the green hydrogen market • There are 18,000 biogas plants in Europe, 11,000 of which are in Germany • Currently these plants are used for electricity or biomethane production •
Slide 19: Innovativa projekt med hög potential: WattAnyWhere
Innovativa projekt med hög potential WattAnyWhere – Etanol till grön vätgas Snabbladdning av batteri-elbilar ”off grid” Source: Company information. 19 STRICTLY PRIVATE & CONFIDENTIAL
Slide 20: Innovativa projekt med hög potential: Pherousa
Innovativa projekt med hög potential Pherousa – Ammoniak till grön vätgas Cracking av ammoniak (NH3) till vätgas ombord på fartyg. Source: Company information. 20 STRICTLY PRIVATE & CONFIDENTIAL
Slide 21: Vår tillväxtplan
GROWTH Vår tillväxtplan Clear roadmap to become a leader in catalytic steam reforming systems for green hydrogen production Geographical expansion M&A Manufacturing Product development • Strengthen position in Germany and Scandinavia through recruitment and • Continue to execute on its strategic M&A
Slide 22: Våra styrkor
Våra styrkor Unique technologies Scalable and versatile Solid partnerships Strong pipeline Rapid market growth Metacon’s core business is based Scalable and versatile technology Cooperating with the best and Strong opportunity pipeline. Unprecedented momentum in the on unique, patented technologies,
Slide 23: TACK!
TACK! (Om) metacon PURE ENERGY
Slide 24: Strong track record of orders and projects
PROJECT & PIPELINE Strong track record of orders and projects Partner / Customer Date Type Location Project / Product Delivers pilot contract to PERIC Hydrogen Technology for 5 MW electrolysis plant in the PERIC 05/05/2022 Order USA USA. GISAB / Botnia Hydrogen 27/04/2022 Order Sweden Hydrogen Refue
Slide 25: Solid value potential based on diversified revenue streams
GROWTH Solid value potential based on diversified revenue streams System sales Operation & maintenance Leasing Licensing • Turn-key hydrogen production and • Offering operation & maintenance of • Leasing model for Metacon Hydrogen • Licensing patented technology to 3rd refuelling systems Metacon equ
Slide 26: Sustainable competitive advantage leveraging patented technologies
OFFERING Sustainable competitive advantage leveraging patented technologies Key advantages Innovative Reformers • Patented technology - International and European registered patents • In depth knowledge - Vast experience of biogas and the biogas market • Market access - Competitors lack access to bi
Slide 27: Key takeaways
INVESTMENT HIGHLIGHTS Key takeaways Substantial momentum in the green hydrogen market on the back of the accelerating, global energy transition and need for clean energy independence Political and legislative drive towards sustainable fuel, energy independence and carbon neutrality Decentralised gre