Smoltek Nanotech Holding Ab · NGM:SMOL
Smoltek Nanotech Holding Ab — Smoltek Hydrogen — Pitch Deck (May 2024)
15 slides from Smoltek Nanotech Holding Ab's pitch deck, May 2024
Slide 1: 95% Less Iridium
SMOLTEK HYDROGEN AB | MAY 2024 | Short version of pitch deck Owner: Smoltek Nanotech Holding AB, smoltek.com Contact: Ellinor Ehrnberg President Smoltek Hydrogen AB, ellinor.ehrnberg@smoltek.com +46 722 325 941 95% LESS IRIDIUM SMOLTEK HYDROGEN Iridium Shortage - No Longer an Issue in Hydrogen Indus
Slide 2: Iridium Shortage – Green Hydrogen Delay
SMOLTEK HYDROGEN AB – MAY 2024 IRIDIUM SHORTAGE GREEN HYDROGEN DELAY The manufacturing and development of PEM electrolyzers is critical for the new fast-growing green hydrogen industry. However, the limited availability of the catalyst material iridium will prevent the scale up of PEM electrolyzer
Slide 3: Huge Market Growth
SMOLTEK HYDROGEN AB – MAY 2024 HUGE MARKET GROWTH PEM electrolysis to see significant growth as it is crucial for scaling up green hydrogen. HYDROGEN DEMAND (Mt)** TOTAL ADDRESSABLE MARKET (EURm) PEM vs. ALKALINE ELECTROLYZERS 6,000 Advantages of PEM vs alkaline outweigh most of its challenges 400 5
Slide 4: Ready for Take-Off
STATUS SPRING 2024 SMOLTEK HYDROGEN AB – MAY 2024 READY FOR TAKE-OFF Sales potential is huge. Time-to-market is crucial. Scale-up plan is ready. To execute the growth strategy Smoltek seeks industrial and financial partners for credibility, capital & synergies. SUCCESSFUL DURABILITY TEST CUSTOMER DI
Slide 5: Deep Knowledge
SMOLTEK HYDROGEN AB – MAY 2024 DEEP KNOWLEDGE Founders, senior scientists and experts with deep scientific and industrial background in deep tech development. Ellinor Ehrnberg PhD Xin Wen PhD Founder and President Smoltek Hydrogen AB Senior Nanotechnology Scientist Emma Rönnmark Board Member Over 30
Slide 6: The Iridium Problem
SMOLTEK HYDROGEN AB – MAY 2024 THE IRIDIUM PROBLEM Iridium is expensive, rare, necessary. And impossible to decrease without game-changing new technology expanding the surface area 10 – 30 times, making it possible to coat the titanium substrate instead of the membrane – CCS instead of CCM. IRIDIUM
Slide 7: The Nanofiber Solution
SMOLTEK HYDROGEN AB – MAY 2024 THE NANOFIBER SOLUTION Smoltek’s disruptive technology enables the long-wanted breakthrough for CCS, as the path to ultra-low iridium loading. BREAKTHROUGH FOR COATED SUBSTRATES enabled with unique nanofibers SMOLTEK’S NANOFIBERS create a very large surface area, where
Slide 8: Unique Product – 0.1 mg/cm2
SMOLTEK HYDROGEN AB – MAY 2024 UNIQUE PRODUCT – 0.1 MG/CM2 Smoltek has developed a porous transport electrode (PTE), where nanofibers are used to expand the surface area, before the thin iridium layer is deposited on the structure. The product is planned to have 0.1 mg per cm2 iridium. Active cataly
Slide 9: 95% Less Iridium
SMOLTEK HYDROGEN AB – MAY 2024 95% LESS IRIDIUM CUSTOMER VALUE: The most important value created when only using 0.1 mg Iridium per square centimeter is that the limited supply of iridium is no longer a road-blocker for scaling up the PEM electrolyzer industry. SAME OUTPUT* WITH 95% LESS IRIDIUM ALR
Slide 10: Lower Costs
SMOLTEK HYDROGEN AB – MAY 2024 LOWER COSTS NOTE: UNCERTAIN COST ESTIMATIONS CUSTOMER VALUE The cost of Smoltek’s basic configuration is about 5.000 EUR/m2 lower than the industry standard in 2030. If longer fibers are used even more costs can be cut, e.g. 3 times longer fibers for 3 times higher H2
Slide 11: Faster Scaling Up
SMOLTEK HYDROGEN AB – MAY 2024 FASTER SCALING UP CUSTOMER VALUE: The electrolyzer industry is racing for market shares through GIGA-watt factories, which is why smaller stacks with same capacity provide a significant competitive advantage. FAST-GROWING INDUTRY THREE TIMES FASTER SCALING UP In the fa
Slide 12: Strategy & Achievements
SMOLTEK HYDROGEN AB – MAY 2024 STRATEGY & ACHIEVEMENTS Detailed road-map can be shared when nondisclosure agreement is signed, but below is an overview. More information on the achievements are to be found at smoltek.com as various publications. STRATEGIC PLAN ACHIEVEMENTS PERFORMANCE 2021 2022 2023
Slide 13: High Revenue and Profit Potential
SMOLTEK HYDROGEN AB – MAY 2024 HIGH REVENUE AND PROFIT POTENTIAL An outstanding cost leadership position on a fast-growing market allows for aggressive pricing to gain market share, while at the same time enjoying good earnings. ILLUSTRATIVE EXAMPLE – NOT A PLAN OR FORECAST NOTE: Data in the sheet i
Slide 14: Key Investment Highlights
SMOLTEK HYDROGEN AB – MAY 2024 KEY INVESTMENT HIGHLIGHTS Unique opportunity to invest in a cutting-edge PEM electrolyzer technology company with huge growth potential. Solved the iridium problem – manage to reduce by 95% Pioneer in nanotechnology Global pioneer using nanotechnology to solve irid
Slide 15: Transaction Background
SMOLTEK HYDROGEN AB – MAY 2024 TRANSACTION BACKGROUND In order to accelerate its growth and become a substantial player in the PEM cell material industry, Smoltek Hydrogen intends to invite new investors to become shareholders in a very innovative high-tech company and to benefit from the strongly