H2G Green Limited · SGX:5AI
H2G Green — Investor Presentation (February 2023)
37 slides from H2G Green's investor presentation, February 2023
Slide 1: Investor Presentation
INVESTOR PRESENTATION February 2023
Slide 2: Disclaimer
Disclaimer This presentation has been prepared and issued by H2G Green Limited (the “Group”) to inform interested PAST PERFORMANCE parties about the Company and its progress. The material contained in this presentation sets out general This presentation includes information regarding the past perfor
Slide 3: H2G Green – Independent Directors
H2G GREEN – INDEPENDENT DIRECTORS Lau Ping Sum Pearce Chia Soon Hin William Tay Shui Wen Non-Executive Chairman and Independent Director Independent Director Independent Director Mr. Lau Ping Sum Pearce was appointed Mr. Chia Soon Hin William was appointed Mr. Tay Shui Wen was appointed as as an Ind
Slide 4: H2G Green - Management Team
H2G GREEN - MANAGEMENT TEAM Leow Sau Wan Aviers Lim Koh Beng Leong Executive Director Group CEO and Executive Director - Finance Executive Director Ms. Leow Sau Wan was appointed as an Mr. Aviers Lim was appointed as an Mr Koh Beng Leong was appointed as an Executive Director on 18 June 2021. Ms. Ex
Slide 5: H2G Green – Subsidiary Management Team
H2G GREEN – SUBSIDIARY MANGEMENT TEAM Sydney Kwan Bentinck Ng CEO, GEIH CEO, GasHubUnited Utility Pte Ltd Mr. Sydney Kwan was appointed on 7 February Mr. Bentinck Ng was appointed on 22 March 2021. 2023. He focuses on the development of clean He oversees the technological aspect of the group energy
Slide 6: Company Overview
Company Overview H2G Green Limited (the “Company”) is a sustainability focused platform spearheading the energy transition. Key subsidiaries include: (i) Green Energy Investment Holding Private Limited (“GEIH”); 5AI.SI S$0.021 (ii) GasHubUnited Utility Private Limited (“GUPL”). Stock Code Stock Pric
Slide 7: Our Subsidiary
Our Subsidiary Gashub specializes in the last mile GEIH is engaged in the development P5 is a luxury furniture business that distribution of Liquefied Natural of processing plants for the carries an impressive selection of Gas (LNG) via LNG ISO tanks and conversion of non-food cellulosic renowned de
Slide 8: We have Critical Challenges to Solve.
We have Critical Challenges to Solve. ENERGY SECURITY Energy prices have risen to their highest levels in decades. Global demand for energy continues to rise amidst tightened access to CLIMATE CHANGE conventional supplies. The effects of climate change have been visible. This has disrupted the balan
Slide 9: Shareholding Highlights - GEIH
Shareholding Highlights - GEIH Lippo Ltd 73.95% Lifestyle OUE Ltd Lippo China Resources Ltd Sustainability RD Property Holdings Pte. Ltd DUL GHPL 100% 8.16%* 40.84% 51% 50.1% 49.9%* 8
Slide 10: GEIH
GEIH § GEIH is engaged in the development of processing plants for the conversion of non- food cellulous biomass waste into hydrogen and other useful products (e.g., biochar and renewable fuel) using an advanced pyrolysis technology. Background § GEIH has successfully piloted a demo and test system
Slide 11: GEIH: Our Products and Usages
GEIH : Our Products and Usages GREEN HYDROGEN 1. SAF (Jet fuel) 2. Gasoline 3. Diesel 4. Kerosene RENEWABLE FUEL 1. Promote plant’s growth 2. Improve seeds germination 3. Pest and insect repellant WOOD VINEGAR 4. Improve soil quality 1. Chemical Process - Green e-methanol, Ammonia, Oil refineries an
Slide 12: GEIH: Value Proposition
GEIH : Value Proposition Process is carbon negative. The cellulose fuel is renewable. Much of fuel could be waste products. $ Competitive cost vs. fossil fuels. System flexibility allows choice The systems are modular of product output. (i.e., operations are easily scalable). 11
Slide 13: GEIH: Building A Complementary Sustainability Portfolio
GEIH : Building A Complementary Sustainability Portfolio Cleaner Energy Renewable Energy replacement of alternative fuels and carbon negative with LNG green waste recycling Uses agricultural and horticultural waste Battery and Concrete Power Generation Small-scale LNG Lower cost and carbon emissions
Slide 14: Shareholding Highlights – GasHub
Shareholding Highlights – GasHub Lippo Ltd 73.95% Lifestyle OUE Ltd Lippo China Resources Ltd Sustainability RD Property Holdings Pte. Ltd DUL GHPL 100% 8.16%* 40.84% 51% 50.1% 49.9%* 13
Slide 15: GasHub
§ GUPL specializes in the last mile distribution of Liquefied Natural Gas (LNG) via tanks and cylinders. GASHUB § GUPL’s offering allows commercial and industrial end-users to access a cleaner and lower-cost energy source (especially compared to diesel). Background § Coupled with distributed power s
Slide 16: GasHub: What is LNG?
GASHUB : What is LNG? H Liquefied natural gas (LNG) is a clean-burning and -162oC LNG = H C H H efficient fuel that has several advantages over diesel, LPG, and Town Gas. LNG produces significantly lower emissions compared to diesel, LPG and Town Gas. H H H H H H H H Town Gas = H C H + H2 + CO2 + CO
Slide 17: GasHub: Why LNG?
GASHUB : Why LNG? Fossil Fuels Transition Fuel = LNG Renewables § Coal § Affordable – Lower Cost Vs. Other Fossil Fuels § Hydrogen § Diesel § Green - Lower Carbon Footprint and no Nox / Sox § Solar § Gasoline § Safe – Narrow Flammability Limits § Wind § Butane § Clean – Non-toxic, LNG vaporizes and
Slide 18: GasHub: Target Customers
GASHUB : Target Customers CLIMATE CHANGE 17
Slide 19: GasHub: Value to Customers
GASHUB : Value to Customers TOTAL SAVINGS CO2 emission from diesel CO2 emission from LNG CO2 reduction using (base on 10% improvement on combustion efficiency of LNG vs Diesel) LNG vs Diesel 2,921 tons/ year 1,990 tons/ year 931 tons/ year CO2 reduction CO2 emission (Diesel) - 74.1 kg CO2/ GJ. Diese
Slide 20: GasHub: Business Model
GASHUB : Business Model § GUPL receives LNG sold by Pavilion Energy via the SLNG Terminal on Jurong Island. § GUPL transports LNG in the form of 20 ft. ISO Tanks from the SLNG Terminal to its Jurong Island Bottling Site, which is situated 5.9km away. § GUPL then bottles LNG into 210 L cylinders, whi
Slide 21: GasHub: Advancing towards Net Zero
GASHUB : Advancing towards Net Zero LNG Carbon Capture (CCUS) LNG H2 CO2 (CCUS) LNG Lower Carbon Fuel Bio LNG H2 CO2 (CCUS) 20
Slide 22: GasHub: Outlook
GASHUB : Outlook § GUPL is a first mover and has established Southeast Asia’s first LNG bottling facility that is already operational. § GUPL is able to monetize significant pricing spreads between LNG and other fuels (even before factoring for higher energy efficiency and lower carbon emissions). §
Slide 23: GasHub: Conventional vs GasHub solution
GASHUB : Conventional vs GasHub solution CONVENTIONAL POWER PLANT GASHUB LNG & CHP SOLUTION Power Power Power Plant Facility Combine Heat & Power Conventional Power Plant (Singapore) Gashub – 1,000 kW Combined Heat and Power CHP (using 9 GJ of LNG) produces the following amount of energy onsite. CO2
Slide 24: Shareholding Highlights – P5
Shareholding Highlights – P5 Lippo Ltd 73.95% Lifestyle OUE Ltd Lippo China Resources Ltd Sustainability RD Property Holdings Pte. Ltd DUL GHPL 100% 8.16%* 40.84% 51% 50.1% 49.9%* 24
Slide 25: Lifestyle Segment
Lifestyle Segment § The Company’s legacy lifestyle segment provides ethically and sustainably sourced luxury home products across high-end brands and styles. § Offerings range from contemporary designer furniture and décor to modern and sophisticated lighting, lavish wall coverings, and exquisite ho
Slide 26: P5: Our Projects
P5 : Our Projects LES MASIONS NASSIM – THE EMBASSY ROW (TOP 2023) 26
Slide 27: P5: Our Projects
P5 : Our Projects 8 SHENTON – SINGAPORE TALLEST SKYSCRAPER 27
Slide 28: P5: Our Projects
P5 : Our Projects RESORT WORLD SINGAPORE - Festive Hotel (205 Rooms) ASIA TOWER 1 - Partners Group 28
Slide 29: P5: On-going Projects
P5 : On-going Projects PARK NOVA ULTRA LUXURY RESIDENCE 29
Slide 30: P5: Completed Projects
P5 : Completed Projects KITCHEN WARDROBE 1. SIGLAP HILL – LANDED 1. TREVOSE CRESCENT - CONDO 2. TREVOSE CRESCENT - CONDO 2. BEGONIA DRIVE – LANED 3. SARACA ROAD – LANDED 3. LOTHAIN TERRACE – LANDED 4. RIDLEY PARK – LANDED 4. TAMARIND ROAD – LANDED 5. BEGONIA DRIVE – LANDED 5. BELMONT ROAD – LANDED 6
Slide 31: P5: On-going Projects
P5 : On-going Projects KITCHEN WARDROBE 1. MARGOLIOUTH - LANDED 1. JALAN JAMAL - LANDED 2. THE MARQ – CONDO 2. JALAN JAMAL – LANDED 3. WINDSOR PARK HILL – LANDED 3. THE MARQ – CONDO 4. HOLLAND PARK – LANDED 4. WINDSOR PARK HILL – LANDED 5. NASSIM HILL PARK – CONDO 5. REBECCA ROAD – LANDED 6. PARK NO
Slide 32: A Complementary Sustainability Portfolio
A Complementary Sustainability Portfolio Cleaner Energy Renewable Energy replacement of alternative fuels and carbon negative with LNG green waste recycling Uses agricultural and horticultural waste Battery and Concrete Power Generation Small-scale LNG Lower cost and carbon emissions vs incumbent fu
Slide 33: Investment Merits
Investment Merits § H2G is a beneficiary of increasing demand for lower carbon energy and has a focus that dovetails with Singapore’s National Hydrogen Strategy. § Inflecting earnings profile as commercialization follows years of development. § Broader growth opportunity into the rest of Asia using
Slide 34: Investment Merits: Patent Protected
Investment Merits : Patent Protected 34
Slide 35: Financial Highlights of the Company
Financial Highlights of the Company Revenue (S$’m) Gross Profit (S$’m) 8.0 2.5 2.3 7.0 7.0 2.0 6.0 CAGR: +127% CAGR: +90% 5.0 1.5 1.2 4.0 2.7 1.0 3.0 0.6 2.0 1.4 0.5 1.0 0.0 0.0 1H21 1H22 1H23 1H21 1H22 1H23 35
Slide 36: Financial Highlights of the Company
Financial Highlights • Growth in Lifestyle Business Segment due to business recovery from post-pandemic and easing of supply chain bottleneck of the Company • Energy Segment gearing up to be operationally ready Lifestyle Revenue (S$’m) Energy Revenue (S$’m) 7.0 0.6 6.2 0.6 6.0 x 2.6 0.5 5.0 x 5.1 0.
Slide 37: Thank You
Thank You For Investors and media contact Emily Choo /Kareen Chan Sheryl Ng /Clarissa Ooi Email emily@gem-comm.com kareen@gem-comm.com sheryl@gem-comm.com clarissa@gem-comm.com