H2g Limited · ASX:H2G
H2g — Investor Presentation (October 2022)
27 slides from H2g's investor presentation, Oct 28, 2022
Slide 1: Renewable Energy and Solid State Hydrogen Storage
INVESTOR PRESENTATION Renewable Energy and Solid State Hydrogen Storage October 2022
Slide 2: Table of Contents
2022 INVESTOR PRESENTATION Table of Contents 03 Company Overview 04 Company Snapshot 05 Board And Key Management Personnel 07 Technology 16 Market Opportunity 20 Potential Opportunities Pipeline 21 Case Studies 2
Slide 3: Bringing the 100% Renewable Solid State Hydrogen Storage solution to Customers
2022 INVESTOR PRESENTATION Overview Bringing the 100% Renewable Solid State Hydrogen Storage solution to Customers Tempo Australia* (GreenHy2), is commercialising the next generation of Stand-Alone Power Supplies using Solid State Hydrogen Storage Technology that will provide Australia's electricity
Slide 4: Company Snapshot
2022 INVESTOR PRESENTATION Company Snapshot Top Shareholders ASX Ticker TPP* Shares on Issue 364,135,506 Performance Rights Angophora Capital 26.3M on Issue Pty Ltd 22.9% Options on Issue Nil Other 41.44% Market Cap $12m Cash @ Bank $1.2m Anthony Barton & Debt Nil Associates 13.9% Enterprise Value $
Slide 5: The Board and Key Management Personnel
2022 INVESTOR PRESENTATION The Board and Key Management Personnel Dr Paul Dalgleish Mr Charles Rottier Mr William Howard Executive Chairman Non-Executive Director Director, CFO and Company Secretary Dr Dalgleish has had over 30 years of experience in Charles is a professional non-executive director
Slide 6: The Board and Key Management Personnel
2022 INVESTOR PRESENTATION The Board and Key Management Personnel Mr Paul Thackray Dr Tony Pignat Dr Luc Bodart Head of Group Operations Executive General Manager Manager and Chief Engineer Engaged in implementation of all aspects of the Tony has over 35 years of construction, operation Over 30 year
Slide 7: Intellectual Property
2022 INVESTOR PRESENTATION Intellectual Property Metal Hydride Technology - GKN Solar and off Grid IP – GKN and GreenHy2 GKN Developed the first Commercial Solid State Tempo have been working with GKN over two years to provide a fully compliant solution to the Storage System for Hydrogen with Integr
Slide 8: Key Features
2022 INVESTOR PRESENTATION Technology Solid State Hydrogen Storage in Metal Hydrides Key Features The technology for creating the Metal Powder Lattice is patented Hydrogen is stored as a solid within the Metal Powder H2 is stored as Low pressure Low Lattice metal hydride / (<40 bar) - temperature so
Slide 9: Why is hydrogen the answer
2022 INVESTOR PRESENTATION Technology Solid State Hydrogen Storage in Metal Hydrides Why is hydrogen the answer 100% sustainable Green hydrogen is an emission free fuel Versatile Multiple energy pathways Transportable Distribute energy across sectors and regions Storable Easily stored and provides a
Slide 10: Key Advantages
2022 INVESTOR PRESENTATION Technology Solid State Hydrogen Storage in Metal Hydrides Key Advantages Very High Energy Density Cost Advantage Extremely Safe 3 times compressed Hydrogen at Hydrogen storage is low pressure Storage cost is significantly cheaper 700 Bar and up to 10 times Lithium than lit
Slide 11: Comparison to Lithium Batteries and Compressed Hydrogen
2022 INVESTOR PRESENTATION Technology Metal Hydrides vs Traditional Battery Storage Comparison to Lithium Batteries and Compressed Hydrogen Safety Safest way to store hydrogen Sustainability Li-ion High Lithium-ion High-pressure 100% recyclable Battery Hydrogen Metal Hydrides Batteries Pressure Hydr
Slide 12: HY2 Product Suite and Scalable Applications
2022 INVESTOR PRESENTATION Technology Hydrogen Storage Commercial Systems HY2 Product Suite and Scalable Applications HY2MINI HY2MEDI HY2MEGA 10 – 25 KG 30 - 120KG +260 KG 170 - 425 KWH Electrical 0.5 – 2 MWH Electrical 8.6 MWH Energy Maritime Transport Power Backup Micro Grids & Buildings Industry
Slide 13: Digital Platform and Building Blocks
2022 INVESTOR PRESENTATION Technology Digital Platform Digital Platform and Building Blocks Adaptive Control Systems Energy as a Service OUR VISION A new solution in the area System Definition of energy transitions Advanced Analytics powered by enhanced digital services and solutions Connectivity &
Slide 14: Digital Roadmap and Services
2022 INVESTOR PRESENTATION Technology Digital Platform Digital Roadmap and Services Basic system Maintenance and monitoring and alert notification status tracking Advanced Systems and Efficiency analysis performance unit comparison powered by monitoring advanced analytics Operating model Data pipeli
Slide 15: Analysis
2022 INVESTOR PRESENTATION Digital RoadMap and Services - System Definition Analysis Input/Output Base simulation and modelling Simulation Parameter driven system definition Advanced closed loop simulation Measurements Extended simulation (+ Heat) 15
Slide 16: Market Scope
2022 INVESTOR PRESENTATION Market Scope Why Australia Needs greenHy2 Australia is a large continent which is sparsely populated making it impossible to have an economic National Grid. Most existing power networks have significant numbers of uneconomical customers requiring large infrastructure for l
Slide 17: Australian Strategic Influences
2022 INVESTOR PRESENTATION Infrastructure Demand Australian Strategic Influences The Solid State Hydrogen Storage is a strategic fit for Australia for the following reasons Fragile Grid System Hazard Prevention Dependence on Diesel Low Cost and Economic Solution Australia has a low Transmission line
Slide 18: Market Analysis Sectors
2022 INVESTOR PRESENTATION Market Analysis Sectors Predominant Stand Alone current Power Supplies Remote Diesel Substitution Telecommunications for Remote markets are (SAPS and SPSs) for Installations (AUS and NZ) Communities Government Utilities Mines, Islands etc. Current off grid Micro Grids for
Slide 19: Market Analysis Customers
2022 INVESTOR PRESENTATION Market Analysis Customers Customer Market Status of engagement with greenHy2 o 1% of Customers are uneconomical with o Prequalified with others for 300 units respect to grid costs o Commitments around Mid to late 2023 o 1% of Customers is 9,000 Essential Energy o Future In
Slide 20: Market Analysis Competitors (SAPS)
2022 INVESTOR PRESENTATION Market Analysis Competitors (SAPS) Entirely Company System Stage Region renewable? greenHy2 Solar – Metal Hydride Commercialisation Australia Yes (GKN Hydrogen) LAVO Solar – Metal Early stage Hydride Australia Yes Commercial H2Planet LaNi Hydride Small Scale Europe No Sola
Slide 21: Potential Opportunities Pipeline
2022 INVESTOR PRESENTATION Potential Opportunities Pipeline Over >$1B of Projects in Pipeline with specific projects listed below Feasibility Study for Thursday Prequalified for SAPS Program Expression of Interest for future Expression of interest for a Pilot Island Standalone Grid ~ Very of 300 uni
Slide 22: Case Studies
2022 INVESTOR PRESENTATION Case Studies Off Grid Only Commercial Technology Capable of 100% Renewable Fraction Completely Green Technology is using 100% renewable generation Cost Advantage Storage cost is significantly cheaper than Lithium and diesel and has at least 30 year life Extremely Safe Low
Slide 23: Case Studies Decentralised Solutions
2022 INVESTOR PRESENTATION Case Studies Decentralised Solutions Application System Application System 100% Off-Grid MEDI Residential e-Charging MEDI 2MWh 60kg 16kW 12kW 2MWh 120kg 16kW 24kW Stored Energy H2 Storage Nominal Power Electrolyzer Stored Energy H2 Storage Nominal Power Electrolyzer o Remo
Slide 24: Case Studies Decentralised Solutions
2022 INVESTOR PRESENTATION Case Studies Decentralised Solutions Application System Application System Micro Grid MEGA 100% Off-Grid MINI 17MWh 500kg 1MW 1.5MW 1MWh 25kg 8kW 10kW Stored Energy H2 Storage Nominal Power Electrolyzer Stored Energy H2 Storage Nominal Power Electrolyzer o Two HY2MEHA’s ad
Slide 25: Case Studies
2022 INVESTOR PRESENTATION Case Studies Project Details Status Next Steps Groote Eylandt MEGA System x 3 Finalising design Final design Large Mine and Aqua Reviewing funding Final investment decisions Culture Expression of Interest Island Mine 10MW Solar Ergon Thursday Island and Bamaga MEGA System
Slide 26: Disclaimer
2022 INVESTOR PRESENTATION Disclaimer EXTENT OF INFORMATION This document has been prepared by Tempo Australia Limited (“Company”). This Presentation, including the information contained in this disclaimer, does not constitute an offer, invitation or recommendation to subscribe for or purchase any s
Slide 27: Contact
Contact Paul Dalgleish Executive Chairman and Managing Director Email: shareholder@tempoaust.com