Eden Innovations Ltd · ASX:EDE
Eden Innovations — Investor Presentation (October 2013)
25 slides from Eden Innovations's investor presentation, Oct 15, 2013
Slide 1: Broker Presentation
For personal use only Broker Presentation 15 October 2013 Greg Solomon Chairman
Slide 2: Corporate Details
Corporate Details 14 October 2013 For personal use only ASX Code: EDE Total Shares: 759m Share Price: $0.017 – historical high of $0.84 Market Capitalisation $12.9m – historical high of <$80m Cash and Receivables $1.4 Cash flow - increasing from US/Indian Optiblend sale Conditional contract to sell
Slide 3: Corporate Structure
For personal use only Corporate Structure Eden Energy Ltd (AUSTRALIA) Clean Energy Energy Production Coal Bed Natural Gas Hythane Methane/Sh Eden Energy Pyrolysis South Australia Company LLC ale Gas India Pvt Ltd And Carbon (AUS) (USA) (Wales, UK) (India) Technology 100% 100% 50%/100% 100% 100% (Sus
Slide 4: Current Clean Energy Products
Current Clean Energy Products For personal use only • Pyrolysis Project - Carbon and Hydrogen Produced no CO² - Multi Walled Carbon Nanotubes (MWCNT) - Carbon Nanofibres (CNF) • OptiBlend® Dual Fuel – USA/ India/ Bangladesh/ S.America - Total sales to date >70 units (≈$2million) - Sales increasing i
Slide 5: Current Energy Projects
Current Energy Projects For personal use only UK Coal Bed Methane JV-50% (1900km2) Shale Gas JV-50% (1900km2) Conditional contract to sell for cash and shares- ≈ $19.3 million AUSTRALIA SA Natural Gas 100% - Untested target (100km x10km) -Obligations suspended for 12 months October 2013
Slide 6: Pyrolysis Project – Eden 100%
Pyrolysis Project – Eden 100% Low Cost Production of Carbon Fibres/Nanotubes and H2 from CH4 For personal use only • New process developed with UQ • Patents in 8 countries • No CO2 – H2 becomes a high value byproduct • Produces hydrogen and single /multi-walled carbon nanotubes and carbon fibres - t
Slide 7: Eden Energy CNT/CNF Production
Eden Energy CNT/ CNF Production For personal use only Hydrogen Product Catalyst Feed Reactor Natural Gas Supply Hydrogen Carbon CH4 Inert CNT’s Gas Carbon Product
Slide 8: Production of H2 and Carbon Nanotubes from CH4
For personal use only Production of H2 and Carbon Nanotubes from CH4 TEM image of MWCNT produced at Hythane Co in Denver November 2012 October 2013
Slide 9: Commercial Scale Reactor Operational
Commercial Scale Reactor Operational For personal use only October 2013
Slide 10: Eden MWNT Catalyst Yield
Eden MWNT Catalyst Yield For personal use only (Shown in grams carbon per grams catalyst) October 2013
Slide 11: Eden's Current Capability and Targets
Eden's Current Capability and Targets For personal use only • Commercial scale unit (40-250tpa) operational since Oct 2011 • Produces MWCNT/ CNF • Target markets Concrete - compressive/tensile strength/electrical thermal qualities conductivities - 2 R&D Projects with US and AUST universities commenc
Slide 12: OptiBlend Dual Fuel System
OptiBlend Dual Fuel System For personal use only • Displaces up to 70% of diesel with natural gas in diesel engines • Indian market – hundreds of thousands of gensets / locomotives • Huge cost savings • Dramatic cost savings in full and part time applications • Payback period less than 12 months for
Slide 13: OptiBlend - Indian Installation
OptiBlend- Indian Installation For personal use only November 2012 October 2013
Slide 14: OptiBlend - Typical Power Production Costs
OptiBlend-Typical Power Production Costs For personal use only Assumptions: Diesel = $1.25/liter, Natural Gas = $10 mmbtu, Cummins K19 Genset November 2012 October 2013
Slide 15: Hythane - the transitional fuel
Hythane ® - the transitional fuel For personal use only H2 + CH4 Significantly lower pollution / Higher efficiency Hythane • Premium blend of Natural Gas - 5-7% H2 (by energy); 20% H2 (by volume) • Ultra-low emissions – 50% NOx /CO - Euro V emission standards • High efficiency - 10-15% increase in
Slide 16: Denver Hythane Emissions Results
Denver Hythane® Emissions Results For personal use only HOT 505 EMISSIONS, GRAMS/MI. 3 2.5 2 1.5 1 0.5 0 NG HY NG HY NG HY THC CO NOx Output of pollutants (grams per mile) of Natural Gas versus Hythane®. Source: Colorado Department of Health October 2013 16
Slide 17: Hythane Economics and Revenue Model
Hythane® Economics and Revenue Model For personal use only Economics • Hythane® production costs- approx 4-6% more than natural gas • Increased efficiency in Hythane® engines ( 6.5%-15% targeted) • Marginal increase in cost of vehicles- software change only • New pyrolysis process -cheaper hydrogen
Slide 18: History of Hythane in India
History of Hythane® in India For personal use only • Extreme air pollution – Govt push to reduce pollution • 2006 Indian hydrogen roadmap - proposes HCNG as transitional fuel • Cost of natural gas – historically cheaper (per GGE) than diesel • Increasing supply of natural gas • National rollout of p
Slide 19: First Indian Hythane Station
First Indian Hythane® Station For personal use only Delhi January 2009 October 2013 19
Slide 20: Energy Assets
Energy Assets For personal use only COAL BED METHANE/ CONVENTIONAL/ SHALE GAS (WALES, UK) 50% Joint venture (with Coastal Oil and Gas) -17 Licences - 100% - 3 licences October 2013 20
Slide 21: Future of Hythane in India
Future of Hythane® in India For personal use only • 2013 Hythane® project planned Gujarat- Ashok Leyland bus - some delay but project still looks possible • Objective- to establish economics of a commercial Hythane® • Agreements signed with GSPC and GAIL • Initially 2 buses planned and expanding to
Slide 22: UK Gas Asset Overview
UK Gas Asset Overview • Conditional contract to sell for cash and shares worth approx A$19.3 million For personal use only • Large UK landholding – 50% interest in 17 licences/ 100% in 1 Licence – 1,900km2 (500,000 acres) gross approx-– South Wales, Bristol and Kent • Shale Gas Resource (Source: RPS
Slide 23: UK Gas Market
UK Gas Market Price volatility tied to seasonal demand shifts, supply fluctuations and storage For personal use only capacity constraints- North Sea in decline UK - net importer of petroleum/gas- growing dependence -Qatar & Russia UK Govt Reports support shale gas exploration and fracking Major cust
Slide 24: For personal use only
For personal use only Greg Solomon Executive Chairman Level 15, 197 St Georges Terrace, Perth, Western Australia, Australia. 6000 Telephone +618 9282 5889 Mobile +614 0206 0000 Fax +618 9282 5866 Email gsolomon@edenenergy.com.au Website: www.edenenergy.com.au
Slide 25: Disclaimer – Forward-looking Statements and Projections
Disclaimer – Forward-looking Statements and Projections For personal use only Whilst reasonable care has been taken in compiling the forward projections in this presentation, they necessarily are based on many assumptions and factors that are beyond the control of the company and accordingly there i
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