Hazer Group Ltd. · ASX:HZR
Hazer — Investor Presentation (March 2019)
22 slides from Hazer's investor presentation, Mar 15, 2019
Slide 1: Hazer Group Ltd
For personal use only Hazer Group Ltd ASX:HZR March 2019
Slide 2: Investment Summary
INVESTMENT SUMMARY Hazer is a low cost, low emission hydrogen and synthetic graphite production technology For personal use only • Low cost, low emission hydrogen and synthetic graphite production process • Low emission hydrogen and graphite are both key products in a de-carbonizing economy • The Ha
Slide 3: The Potential for Low-Cost, Low Emission Hydrogen Is Compelling
THE POTENTIAL FOR LOW-COST, LOW EMISSION HYDROGEN IS COMPELLING For personal use only
Slide 4: Hydrogen - A Global Focus
HYDROGEN - A GLOBAL FOCUS There is significant global focus on developing a hydrogen economy as part of a transition to low carbon environment For personal use only Target for 800,000 hydrogen Fuel Cell vehicles and 900 filling stations by 2030 National Hydrogen Roadmap* targets: 6.2 million hydroge
Slide 5: Current Hydrogen Production
CURRENT HYDROGEN PRODUCTION Current production technologies are either high in emissions or expensive For personal use only Significant CO2 Fossil fuel emissions reforming • 95% of total global CnHm + [O] COx + H2 hydrogen production • Chemically equivalent to direct combustion, but less energy effi
Slide 6: The Hazer Advantage
THE HAZER ADVANTAGE Capture full value of feedstock by producing two valuable products without creating CO2 in For personal use only the process =$ 25% Hydrogen Hydrogen gas 75% Carbon Graphite =$ Methane (carbon) composition Hazer Process CH4 2H2 + C Iron-ore process catalyst 6
Slide 7: Technology
TECHNOLOGY The Hazer Process is based around a novel, proprietary reaction system For personal use only Natural Gas Biogas Pre- Feedgas 600 oC treatment Pretreatment & BioGas PreHeat Recycle Gas H2 Power Gen Reactor Compression Furnace & Storage 900 oC Gas Gas-Solids Separation Separation (PSA) 45 o
Slide 8: Sustainability
SUSTAINABILITY The Hazer Process has outstanding sustainable development attributes For personal use only • renewable fuel based (biogas) Landfill • low CO2 emissions Biogas Waste • de-carbonisation of transport • distributed energy WWTP • domestic energy source Hazer • maximise use of local resourc
Slide 9: Opportunities in Global Markets
OPPORTUNITIES IN GLOBAL MARKETS Hazer has opportunities in major existing and developing global markets For personal use only Industrial hydrogen Clean hydrogen and energy Synthetic graphite US$130 billion* US$12 billiona by 2023 (FCV) US$14 billion^ High quality, low cost Low emission alternative M
Slide 10: Hydrogen & Graphite Synergy
HAZER GROUP HYDROGEN & GRAPHITE SYNERGY Potential to be a major part of the revolution in future mobility For personal use only Electric Vehicle Fuel Cell Vehicle Graphite in Power Unit Graphite in Lithium-Ion Graphite in Lithium- Batteries Graphite in Fuel Ion Batteries Graphite in Cell Stack Power
Slide 11: Hazer Graphite
HAZER GRAPHITE Versatile properties – many opportunities For personal use only • Current graphite market value in excess of US$ 14 Billion per annum^ • Hazer graphite structure and properties can be altered to potentially suit different market by changing the process conditions • Graphite purity ex
Slide 12: Hazer Graphite in Li-ion Batteries
HAZER GRAPHITE IN Li-ION BATTERIES Preliminary testing of Hazer graphite in coin cell Li-ion batteries show equivalent performance to commercial synthetic spherical graphite For personal use only 12
Slide 13: Strong Progress in 2018
STRONG PROGRESS IN 2018 Successful pilot plant program in 2018 has given sufficient confidence to progress to FEED Study for first commercial plant For personal use only Binding Co-Operation Agreement with Hazer Group Pty Ltd Mineral Resources Ltd (ASX:MIN) formed 2010 for development of a commercia
Slide 14: Collaboration with Mineral Resources
COLLABORATION WITH ASX:MIN Investment and Commercial Partner For personal use only March 2017 MIN made a A$5M strategic investment in HZR (current holding ~11%.) December 2017 HZR & MIN executed a binding collaboration agreement for the potential development of a commercial scale synthetic graphite
Slide 15: Pilot Plant Operations
HAZER GROUP PILOT PLANT OPERATIONS The Hazer FBR Pilot Plant & Mineral Resource’s PTR Pilot Plant were commissioned For personal use only on-site in Kwinana in March 2019 • Hazer Pressurised Fluidised Bed Reactor (FBR) Pilot Plant re-commissioned at Mineral Resource’s Kwinana site in March • Ongoing
Slide 16: Development Pathway
DEVELOPMENT PATHWAY Hazer is focused on securing a commercial demonstration plant (CDP) by mid 2019 For personal use only with commencement of operations in 2020 FEED Study for CDP complete CDP Start up CDP FID: offtake & funding agreed Construction Starts 2020 2021 2019 2022 2023 2024 Partner for f
Slide 17: Investment Summary
INVESTMENT SUMMARY Hazer process is a low emission, low cost, flexible hydrogen & graphite production process For personal use only Successful pilot program completed in 2018; engineering and concept studies to up-scale to commercial operations underway Producing clean, cost competitive hydrogen and
Slide 18: Tightly Held Register
TIGHTLY HELD REGISTER Top 20 own 39% For personal use only Capital Structure Share Price & Volume Current Shares on Issue 97.26m Market Capitalisation @$0.22 $21.4m Cash @ 31 December 2018 $6.6m 3.5 Total Options (ex prices from $0.40 to $1.20) 42.42m $0.39 3.0 *includes$0.9m of option exercise proc
Slide 19: Strong Management Team with Project Experience
STRONG MANAGEMENT TEAM WITH PROJECT EXP. Engineering, Technical, Marketing & Corporate expertise For personal use only Mr Geoff Ward Dr Andrew Cornejo Chief Executive Officer Co-Founder and Chief Technical Officer • 25 years experience in senior executive roles in the energy sector, covering operati
Slide 20: Experienced, Independent Board
EXPERIENCED, INDEPENDENT BOARD Commercial, Technical, Contract & Regulatory expertise For personal use only Mr Tim Goldsmith Mr Simon Rushton Chairman NED • Over 20 years as Partner with global • Executive General Manager - professional services group PwC. Corporate Development at Mineral • Leader o
Slide 21: Hazer Group Ltd
HAZER GROUP LTD ASX:HZR For personal use only Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: Nat Bradford nbradford@we-buchan.com
Slide 22: Disclaimer
DISCLAIMER Important Information For personal use only 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