Environmental Clean Technologies Limited · ASX:ECT
Environmental Clean Technologies — Investor Presentation (April 2023)
15 slides from Environmental Clean Technologies's investor presentation, Apr 6, 2023
Slide 1: Leveraging Japan's multi-billion dollar clean hydrogen investment in Victoria
For personal use only Leveraging Japan’s multi-billion dollar clean hydrogen ECT investment in Victoria ENVIRONMENTAL CLEAN Broker Presentation TECHNOLOGIES LIMITED
Slide 2: Disclaimer
Disclaimer For personal use only Environmental Clean Technologies Limited (“ECT” or “the Company”) has taken all reasonable care in compiling and producing the information contained in this presentation. The Company will not be responsible for any loss or damage arising from the use of the informati
Slide 3: Japan commits $2.35Bn to clean hydrogen project in Victoria (HESC)
Japan commits $2.35Bn to clean hydrogen project in Victoria (HESC) For personal use only Japan’s $21.7 billion Green Innovation Fund commits investment to bring to life a plan to convert Latrobe Valley lignite (brown coal) into clean hydrogen. • Targeting 30,000 tonnes per annum of clean hydrogen pr
Slide 4: The market (& govt) finally catch up to our vision
The market (& govt) finally catch up to our vision For personal use only For over a decade, ECT has advocated for transitioning Victoria’s vast, world-class lignite resource from low- value, high-emission use to a higher value, low and zero-emission use. The market has caught up with this vision. Go
Slide 5: Global Addressable Lignite Market >300Bn tonnes
Global Addressable Lignite Market >300Bn tonnes For personal use only Major Proved Lignite Reserves* Billion tonnes 0 20 40 60 80 Australia Germany USA Indonesia Turkey China Serbia Poland India 5 *Source: BP Statistical Review of World Energy 2021
Slide 6: Our technologies
Our technologies For personal use only Viridian COLDry COHgen HydroMOR Hydrogen Lignite Drying Clean Hydrogen Catalytic Organic Iron Making The world’s most Better than blue, Hydrogen World’s first brown coal- efficient drying process cheaper than green. Generation based iron-making for high moistur
Slide 7: COLDry: the environmental choice for drying lignite
COLDry: the environmental choice for drying lignite For personal use only • Problem: • Lignite contains ~60% moisture • Before lignite can enter most hydrogen processes, it needs to be dried to ~15% moisture • Conventional drying methods are inefficient, expensive and often emissions intensive • Sol
Slide 8: COLDry & Viridian Hydrogen Demonstration Plant
COLDry & Viridian COLDry Hydrogen Demonstration 31 Phase 1 12 20 plant For personal use only 22 35,000 tonnes output capacity per annum 1. COLDry zero-emission drying 2. Pyrolysis kiln 13 3. Syngas processing 1 4. H2 storage 5. Char silo 17 6. COLDry silo 7 14 10 7. Lignite bunker 15 5 8. Biomass bu
Slide 9: COLDry: the gateway solution for Victorian lignite
COLDry: the gateway solution for Victorian lignite For personal use only Measured Resource 65 billion tonnes* Victoria is home to the world’s largest lignite (25% of world resource)* Economic Reserves 33 billion tonnes* deposits ~825 years at current consumption High-quality ECT Head Office Planned
Slide 10: Positioning ECT for COLDry's commercialisation into 2023
Positioning ECT for COLDry's commercialisation into 2023 For personal use only • Technology readiness: COLDry Demonstration Project – Phase 1 commissioned (pictured, right): • Process validation • Scalability confirmed • Stakeholder engagement: • Engagement with project proponents and partners • Rec
Slide 11: Corporate Overview
Corporate Overview For personal use only Board & Key Personnel Issued Capital (as at 28 Feb 2023) ASX Code ECT Shares (pre-issue) 2,476 M Market Capitalisation ~$25 M Share Price 1.0¢ Jason Marinko Glenn Fozard Jim Blackburn Tim Wise Ashley Moore 2022-23 Trading Range 0.9¢ - 3.9¢ Chair Managing Dire
Slide 12: Investment Proposition
Investment Proposition For personal use only • ECT has been preparing for the "new dawn" of lignite (brown coal) for over 10 years • Industry leaders in zero and low-emission lignite technology • Exposure to projected $40 billion hydrogen market (2040) • Total refined product value of lignite in Vic
Slide 13: COLDry: The environmental choice for lignite drying
COLDry For personal use only The environmental choice for lignite drying World’s only zero-emission drying solution Leaders in waste heat recycling and utilisation Unique demineralised water production capability Australian designed, owned and made Environmental Clean Technologies Limited (ECT) is a
Slide 14: ECT
“This HESC project aligns perfectly with our vision for the Latrobe Valley and the future of lignite.” For personal use only Glenn Fozard Managing Director ECT bridges the gap between today’s ECT high emissions use of resources and tomorrow’s net zero emissions world. ENVIRONMENTAL CLEAN glenn.fozar
Slide 15: References
References For personal use only Slide 3: Article by Peter Ker in the Australian Financial Review on 7 March 2023: “$2.35b boost for plan to turn Victoria’s dirty coal into hydrogen” https://www.afr.com/companies/energy/japan-pledges-billions-for-victoria-s-coal-to-hydrogen-plan-20230306-p5cprj. Sli
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