Parkway Corporate Limited · ASX:PWN
Parkway Corporate — Shareholder Meeting (November 2023)
28 slides from Parkway Corporate's shareholder meeting presentation, Nov 30, 2023
Slide 1: Building an advanced industrial water treatment technology company
Building an advanced industrial water treatment technology company. 2023 AGM – MD PRESENTATION CY2024 - COMMERCIALISATION UPDATE 30 November 2023 Bahay Ozcakmak ASX: PWN | pwnps.com Group Managing Director & CEO
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements Completeness and Accuracy of Information This presentation may contain forward-looking statements. The No representation or warranty is made as to the accuracy, completeness or correctness words “continue”, “expect”, “forecast”, “potential” and other of the info
Slide 3: Our Mission
Our Mission “Building an advanced industrial water treatment technology company. Parkway Corporate Limited (ASX:PWN) | 2023 AGM: MD PRESENTATION – CY2024 Commercialisation Update | 30 November 2023 www. pwnps.com | 3
Slide 4: CY2023: Key Highlights
CY2023: Key Highlights Technology (PPT) “ § Completed full Feasibility Study for global energy company. § Launched Master Plan and progressed key objectives. § Aligned Master Plan with objectives of key stakeholders. § Advanced upstream brine concentration opportunities. § Incubating various strateg
Slide 5: Sustainability Through Deep Tech Innovation
Sustainability Through Deep Tech Innovation “Innovation is (provides): § The ability to see change as an opportunity – not a threat . 1 § Change that unlocks new value . 2 § The ability to convert ideas into invoices . 3 Attributed source of innovation quotes: 1) Steve Jobs, 2) Jamie Notter, and 3)
Slide 6: Outline
OUTLINE Topics Page § PROBLEM: Impact of Extractive Industries 7 § SOLUTION: Innovative Technologies 8 § MARKET: Addressable Wastewater Markets 9 § TECHNOLOGY: Cracking the Code 10 § TECHNOLOGY: State-of-the-Art Capabilities 11 § TECHNOLOGY: Product Commercialisation Journey 12 § TECHNOLOGY: Industr
Slide 7: PROBLEM: Impact of Extractive Industries
PROBLEM: Impact of Extractive Industries MINING Unsustainable brine extraction “ creating community & environmental challenges. Globally significant MINING Extensive wastewater generation, including waste brines and acid & wastewater challenges, metalliferous drainage (AMD). ENERGY impact sustainabi
Slide 8: SOLUTION: Innovative Technologies
SOLUTION: Innovative Technologies “ The Problem we are Solving § We are focused on industrial, mining & energy industries. § < 10% of industrial wastewater globally, is recycled. § We believe industrial process technologies are the answer. Innovative technologies Our Process Technologies § We own a
Slide 9: MARKET: Addressable Wastewater Markets
MARKET: Addressable Wastewater Markets Key Markets Mining & Energy Industrial Wastewater Municipal & Desalination § Wastewater treatment opportunities § < 10% of wastewater currently recycled § Large and growing global markets § Limited access to freshwater is § Access to freshwater is becoming § Wa
Slide 10: TECHNOLOGY: Cracking the Code
TECHNOLOGY: Cracking the Code Cracking the Process Technology Code § Parkway is focused on developing industry-wide solutions (large markets) for some of the most difficult (complex and expensive) wastewater related problems facing extractive industries, such as the energy (oil & gas), and mining in
Slide 11: TECHNOLOGY: State-of-the-Art Capabilities
TECHNOLOGY: State-of-the-Art Capabilities Process Technology Development Strategic Partnership § Experienced inhouse engineering team with extensive process § Cutting-edge water and wastewater research conducted by engineering and technology commercialisation capabilities. Victoria University’s Inst
Slide 12: TECHNOLOGY: Product Commercialisation Journey
TECHNOLOGY: Product Commercialisation Journey Simplified Technology Start-Up Commercialisation Journey The Journey § THE CHALLENGE: Often a long journey with many uncertainties and obstacles to overcome. § The experimentation, iteration and pivoting is a § THE REWARD: Technologies that succeed becom
Slide 13: TECHNOLOGY: Industrial Commercialisation
TECHNOLOGY: Industrial Commercialisation Target Markets Global Strategic Partnership § Large industrial markets (energy & mining industry). § Worley is a major global engineering company, with a § High-value applications (large projects). mission focused on “delivering a more sustainable world”. § W
Slide 14: TECHNOLOGY: Commercialisation Launchpad
TECHNOLOGY: Commercialisation Launchpad Methodically Executing Commercialisation Strategy § PPT is targeting large high margin projects with recurring revenues, in key target markets. § PPS provides launchpad for PPT to penetrate these target markets, as PPS: § has proven capabilities in providing i
Slide 15: QLD CSG Opportunity
QLD CSG Opportunity IMPORTANT INFORMATION This section of the presentation includes a range of estimates regarding potential market opportunities, various financial estimates relating to capital and operating expenditure (CAPEX and OPEX, respectively) as well as potential revenue generation opportun
Slide 16: QLD CSG OPPORTUNITY: The Challenge
QLD CSG OPPORTUNITY: The Challenge Industry Requires Permanent Solution § The Queensland coal seam gas (CSG) industry has invested >$100 billion in developing substantial gas production capacity. § Production of CSG derived gas, results in large volumes of waste brine production, stored in brine pon
Slide 17: QLD CSG OPPORTUNITY: Timeline of Key Milestones
QLD CSG OPPORTUNITY: Timeline of Key Milestones CSG Industry Milestones APPEA released landmark Queensland Government Commencement of First CSG derived LNG report: Queensland gas: released the: Coal Seam domestic CSG production cargo exported from end-to-end water use, Gas Brine Management in Queens
Slide 18: QLD CSG OPPORTUNITY: QBS Master Plan
QLD CSG OPPORTUNITY: QBS Master Plan Development of Technology-Based Solution Master Plan Presentation § Parkway recently announced it is viable to treat concentrated CSG derived brines through a proprietary process technology platform developed by PPT. § Parkway process converts waste brine into va
Slide 19: QLD CSG OPPORTUNITY: Upstream Solution
QLD CSG OPPORTUNITY: Upstream Solution Conventional Approach Current Situation The Future (Parkway) (Project 1 out of 4) (3 out of 4 Projects) (QBS Upstream Solution) Waste Brine Waste Brine CSG desalination (RO) CSG desalination (RO) derived reject brine derived reject brine Brine Concentrator (BC)
Slide 20: QLD CSG OPPORTUNITY: Near-Term Applications
QLD CSG OPPORTUNITY: Near-Term Applications Overview Productisation of Technology § The Parkway upstream technology package enables the more § Based on modular containerised system for rapid deployment. efficient concentration and processing of CSG waste brines. § Offsite Fabrication - Enhanced QA/Q
Slide 21: KEY MILESTONES: Commercialisation Focus
KEY MILESTONES: Commercialisation Focus CY2023 CY2024 CY2025 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Master Plan Related Downstream: Major Advanced Project Client Review Pre-FEED Pre-FEED Client Review FEED FEED FEED Ready for FID Upstream: Large-Scale Pilot Process design Long-lead items Installation Pilot testing
Slide 22: CORPORATE
CORPORATE Parkway Corporate Limited (ASX:PWN) | 2023 AGM: MD PRESENTATION – CY2024 Commercialisation Update | 30 November 2023 www. pwnps.com | 22
Slide 23: CORPORATE: Capital Structure
CORPORATE: Capital Structure Capital Structure Current Relative 12-Month Share Price Performance – ASX Peer Group Ordinary Shares (PWN) on issue 2,513,224,966 12-month Trading Range $0.007 - $0.018 PWN Market Capitalisation (at $0.010) $25 million Unlisted Options ($0.019, 28 Jul 2024) 245,912,785 U
Slide 24: CORPORATE: An Experienced Team
CORPORATE: An Experienced Team Board of Directors Commercial & Technical § Highly experienced board with significant § Extensive inhouse commercial & technical domain expertise in industrial, energy, expertise underpins: mining, waste and technology sectors. § Process technology development Stephen
Slide 25: CORPORATE: Generating Significant Traction
CORPORATE: Generating Significant Traction Building Momentum Energy Clients: § Parkway has developed capabilities to successfully deliver a § Leading global energy companies. range of industrial solutions for tier-1 global companies. § Progressively built a high-quality and growing client base. ISO
Slide 26: CORPORATE: Summary
CORPORATE: Summary Very Large Addressable Markets § The wastewater treatment opportunities in the global energy, mining and industrial sectors, represent multi billion dollar opportunities. “ § Strong economic, regulatory and ESG drivers supporting change. Innovative Technologies § Our portfolio of
Slide 27: Thank you for joining us on this journey
“Over the past year we have worked incredibly hard to achieve our strategic objectives and position Parkway for transformational growth. Thank you for joining us, on this journey. BAHAY OZCAKMAK GROUP MANAGING DIRECTOR & CEO PARKWAY CORPORATE LIMITED Parkway Corporate Limited (ASX:PWN) | 2023 AGM: M
Slide 28: Building an advanced industrial water treatment technology company
Building an advanced industrial water treatment technology company. Parkway Corporate Limited (ASX:PWN) | 2023 AGM: MD PRESENTATION – CY2024 Commercialisation Update | 30 November 2023 www. pwnps.com | 28
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