Hazer Group Ltd. · ASX:HZR
Hazer — Low Emission and Technology Minerals Conference 2017
23 slides from Hazer's conference presentation, Nov 16, 2017
Slide 1: Low Cost - Low Emission Hydrogen & Graphite Production
For personal use only HAZER GROUP LTD LOW COST - LOW EMISSION HYDROGEN & GRAPHITE PRODUCTION LOW EMISSION AND TECHNOLOGY MINERALS – NOV. 2017 1
Slide 2: Disclaimer
DISCLAIMER For personal use only IMPORTANT INFORMATION This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) This presentation is not a financial product or investment advice or recommendation, offer or invitation by any person or to any person to sell or purchase sec
Slide 3: Hazer Group Limited
HAZER GROUP LIMITED For personal use only Founded in 2010 to commercialise technology initially developed at the University of Western Australia DEVELOPING POTENTIALLY Nearly 10 years development, collaboration with LOW COST leading Australian universities LOW EMISSION Listed on ASX since Dec 2015;
Slide 4: Corporate and Market Snapshot
CORPORATE AND MARKET SNAPSHOT For personal use only (ASX: HZR, HZRO) Share Price & Volume Capital Structure HZR Share price & volume (4 mths) Current Shares on Issue 76.5m $0.700 2,000,000 Restricted Securities 10.2m 1,800,000 Total Tradeable Shares 66.3m $0.600 1,600,000 Market Capitalisation @$0.5
Slide 5: Future Capital
FUTURE CAPITAL For personal use only CURRENT OPTIONS ON ISSUE COULD RAISE OVER $24M Capital Investment Total Shares on Issue $10,000,000 Ex price: 160,000,000 $0.25, $0.30 $9,000,000 140,000,000 $8,000,000 120,000,000 $7,000,000 100,000,000 $6,000,000 Ex price: Ex price: $0.40, $0.70 $5,000,000 $0.4
Slide 6: The Hazer Process
THE HAZER PROCESS For personal use only HYDROGEN AND GRAPHITE FROM NATURAL GAS CH4 2H2 + C NATURAL GAS HYDROGEN 2 US$100 BILLION PA IRON-ORE SYNTHETIC GRAPHITE US$15 BILLION PA 6
Slide 7: The Hazer Advantage
THE HAZER ADVANTAGE For personal use only HAZER CAPTURES ALL THE VALUE OF FEEDSTOCK GAS 2 2 HYDROGEN 25% STEAM METHANE HAZER PROCESS REFORMING (SMR) Instead of carbon dioxide, the carbon Current large scale hydrogen production content of the natural gas is captured in the processes like Steam Methan
Slide 8: Hazer Has Made Significant Progress Since IPO
LABORATORY PRE-PILOT PLANT For personal use only HAZER HAS MADE SIGNIFICANT PROGRESS SINCE IPO STAGE 5 2017 FULL COMMERCIAL PLANTS STAGE 4 COMMERCIAL PROTOTYPE (PILOT PLANT) TBC 2018 2016 STAGE 1-2 - LABORATORY STATIC BED REACTOR FLUIDIZED BED REACTOR STAGE 3 – PRE-PILOT PLANT CONSTRUCTED AND COMMIS
Slide 9: Hydrogen & Graphite: Exposure to the Revolution in Transport
HYDROGEN & GRAPHITE For personal use only PROVIDING EXPOSURE TO THE REVOLUTION IN TRANSPORT ELECTRIC VEHICLE FUEL CELL VECHILE Transmission & Electric Engine Power Control Unit Motor Hazer’s Synthetic Graphite Hazer’s Synthetic Graphite Fuel Cell Stack in Lithium-Ion Batteries in Lithium-Ion Batteri
Slide 10: Fuel Cell Vehicles vs Battery Powered
FUEL CELL VEHICLES VS BATTERY POWERED “HORSES FOR COURSES” APPROACH For personal use only 10
Slide 11: Global Push Underway
GLOBAL PUSH UNDERWAY MOMENTUM TOWARDS FCV’S IS ADVANCING RAPIDLY For personal use only • The Japanese government has ambitions to become the first nation significantly fuelled by hydrogen; • Committed $470m towards hydrogen in FY2015 alone • Plans to spend $22 billion yen on hydrogen initiatives • A
Slide 12: The Problem with Hydrogen
THE PROBLEM WITH HYDROGEN For personal use only PRODUCTION IS HIGH IN GHG EMISSION OR EXPENSIVE Significant CO2 emissions FOSSIL FUEL 95% OF TOTAL GLOBAL HYDROGEN REFORMING PRODUCTION Chemically equivalent to direct CnHm + [O] COx + H2 combustion, but less energy efficient CURRENT BARRIER TO GROWTH
Slide 13: MoU Signed with Primetals
MOU SIGNED WITH PRIMEMETALS For personal use only DEPLOYMENT OF HAZER TECHNOLOGY IN STEEL INDUSTRY • Hazer has executed an MoU with Primetals Technologies, a leading global engineering company and solution provider for the metals industry • Primetals is a joint venture between Mitsubishi Heavy Indus
Slide 14: Hazer Based Carbon Capture and Utilisation (CCU)
HAZER BASED CARBON CAPTURE AND UTILISATION (CCU) For personal use only HAZER PLANT INTEGRATED INTO STEEL PRODUCTION CO2 emissions Iron Ore Steel plant Hydrogen (Reductant) Hydrogen (CCU usage) Graphite (Coke replacement) CCU / Methanol plant Natural gas HAZER plant Graphite Steel Methanol 3 Products
Slide 15: Hazer Hydrogen: Multiple Clean Energy Applications
HAZER HYDROGEN MULTIPLE CLEAN ENERGY APPLICATIONS For personal use only GRID SMOOTHING STATIONARY VEHICLE FUEL POWER • Major vehicle manufacturers • Hazer can offer an alternative • Low energy requirements potentially developing FCV models hydrogen grid smoothing option offers an option to leverage
Slide 16: Partnership with MIN
PARTNERSHIP WITH MIN For personal use only INVESTMENT AND COMMERCIAL PARTNER • In March 2017 Hazer completed A$5M strategic placement with ASX-listed mining and mining services provider Mineral resources Ltd • MIN significantly increased their stake in Hazer to 14% • 3rd October Hazer signed a Heads
Slide 17: Global Graphite Market
GLOBAL GRAPHITE MARKET For personal use only Estimated Graphite Demand • Total graphite market in 2016 is estimated at 2.4Mt • Expected to increase to 4.1Mt by 2025 • Total value of the graphite market is ~US$ 15 Billion • Take-up of EV’s and FCEV’s is likely to underpin future demand for graphite •
Slide 18: Hazer Graphite
HAZER GRAPHITE PRODUCTION, PROCESSING, SCALE For personal use only Value Raw Product Primary Purification Secondary Purification 80-95% tgc 95-99% tgc >99% tgc • Direct product from reaction • Single stage chemical purification • Two stage chemical purification process; no additional processing from
Slide 19: Battery Testing
BATTERY TESTING PROMISING RESULTS IN LITHIUM-ION BATTERIES For personal use only • Preliminary longer-term cycle results indicate virtually no loss in capacity after 100 cycles • Equivalent performance to commercial synthetic graphite used in lithium-ion battery applications • Results demonstrate Ha
Slide 20: Potential Markets
POTENTIAL MARKETS For personal use only OPPORTUNITIES IN THREE MAJOR GLOBAL MARKETS INDUSTRIAL CLEAN HYDROGEN SYNTHETIC HYDROGEN AND ENERGY GRAPHITE US$100 Billion US$18 Billion by 2023 (FCV) US$15 Billion • Cheaper and cleaner alternative • Multiple applications • High quality, low cost graphite so
Slide 21: Experienced & Capable Team
EXPERIENCED & CAPABLE TEAM For personal use only STRONG CORPORATE, COMMERCIAL AND TECHNICAL EXPERIENCE Mr Geoff Pocock | Managing Director Cobus Malherbe | GM – Process Dev’t Founder, HazerGroup Ltd Masters in Chemical Engineering and over 20 Over 15 years experience in corporate years of inte
Slide 22: Strong Board Capabilities
STRONG BOARD CAPABILITIES For personal use only COMMERCIAL, TECHNICAL & REGULATORY EXPERTISE Mr Tim Goldsmith| Chairman Ms Emma Waldon| Company Sec / CFO Over 20 years as Partner with global Over 18 years global corporate experience. professional services group PwC Diverse financial, corporate
Slide 23: Hazer Group Ltd
For personal use only HAZER GROUP LTD Michael Wills MARKETING, COMMUTATIONS & IR mwills@hazergroup.com.au www.hazergroup.com.au 23
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