Hazer Group Ltd. · ASX:HZR
Hazer — ASX Small & Mid Cap Conference 2023
15 slides from Hazer's conference presentation, Sep 20, 2023
Slide 1: Clean hydrogen technology to decarbonise the world
ASX:HZR For personal use only Hazer Group Ltd Clean hydrogen technology to decarbonise the world ASX Small & Mid Cap Conference Wednesday, 20 September 2023
Slide 2: Disclaimer
2 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 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 with Summary Information
Slide 3: Investment highlights
3 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 Investment highlights For personal use only Low cost, low emissions H2 production technology company positioned to play a leading role in global decarbonisation 1 2 3 4 Low-cost, Low- Compelling Global Tier-1 Advanced Technology emissions, P
Slide 4: Hazer's competitive technology advantage
4 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 Hazer’s competitive technology advantage For personal use only Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite • Hazer Group Limited is a technology development company undertaking the com
Slide 5: Low cost & low emissions hydrogen
5 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 1 Low cost & low emissions hydrogen For personal use only Hazer well positioned as a low-cost, low-emissions hydrogen technology Methane Pyrolysis vs SMR Existing Technologies Electrolysis 2x methane on grid 10% less heat Steam Methane Ref
Slide 6: "Plug-in" technology using existing infrastructure
6 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 2 “Plug-in” technology using existing infrastructure For personal use only End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost • Eliminates requirement for hydrogen transportation cost and
Slide 7: Global partners & projects
7 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 3 Global partners & projects For personal use only Tier-1 partners developing commercial projects in North America, Europe and Asia-Pacific
Slide 8: Advanced technology readiness
8 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 4 Advanced technology readiness For personal use only Project Rapid development since company founding and advancing Tech Readiness Level (TRL) Development Pipeline (< 60kg/hr* continuous**) (~<2 kg/hr* semi-continuous) (~1Kg* batch) (<100g*
Slide 9: CDP on track for start-up in 2023
9 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 4 CDP on track for start-up in 2023 For personal use only Key Milestones to Ready for Start-up (RFSU) Latest Updates Phase 1 plant construction Heat exchanger successfully installed Reactor fabrication nearing completion Phase 1 comm
Slide 10: "Capex-lite" business model enables early free-cashflow
10 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 5 “Capex-lite” business model enables early free-cashflow For personal use only Hazer business plan premised on licensing and royalty revenues avoiding large-scale capex exposure Hydrogen Royalties • One technology, two valuable markets • F
Slide 11: Graphite production diversifies earnings
11 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 6 Graphite production diversifies earnings For personal use only A synthetic, low emissions product with differentiated morphology and properties • Highly structured vs amorphous carbon black • Iron inclusions produce magnetic graphite Mits
Slide 12: Building leading position in a rapidly growing market
12 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 7 Building leading position in a rapidly growing market For personal use only Hydrogen will play a key role in the decarbonisation of hard-to-abate sectors Current market 500 MTPA ~95 MTPA in 2050*1 © Getty Images Hazer First Mover Advantag
Slide 13: Global policy action gaining momentum
13 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 8 Global policy action gaining momentum For personal use only Hydrogen strategies expected in countries representing over 80% of global GDP by 2025 inflation Reduction Act (IRA)
Slide 14: Key Activities
14 Hazer Group – ASX Small & Mid Cap Conference – Sept 2023 Key Activities For personal use only CY2023 CY2024 H1 H2 H1 Procurement, Fabrication, Engineering & Installation Commercial Demonstration Plant (100 tpa) Ready for Start-up Today Targeted Production & Testing Program Hazer-Fortis 2,500 tpa
Slide 15: Hazer Group Ltd
Hazer Group Ltd For personal use only ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: hhowlett@we-worldwide.com 15