Environmental Clean Technologies Limited · ASX:ECT

Environmental Clean Technologies — Shareholder Meeting (August 2013)

14 slides from Environmental Clean Technologies's shareholder meeting presentation, Aug 23, 2013

  1. Slide 1: EGM – General Update

    EGM – General Update 23 August 2013

  2. Slide 2: Agenda

    Agenda  CDP Design update  India overview – Country, Development & Infrastructure – Power & Resources – Coldry & Matmor

  3. Slide 3: 'Construction Ready' design

    ‘Construc0on Ready’ design  Select folios of drawings & data are on display  You are invited to view them & discuss with the team BUT…..  Please respect the company’s IP embedded within this informaLon. – Do not take any of the documents away – No photos  You will have the opportunity to review

  4. Slide 4: Commercial Demonstration Plant

    Commercial Demonstra0on Plant

  5. Slide 5: Processing Plant (Meter, Mill, Extrude…)

    Processing Plant (Meter, Mill, Extrude…)

  6. Slide 6: Fan Box end of PBD

    Fan Box end of PBD

  7. Slide 7: Why India? Why now?

    Why India? Why now?  PopulaLon 1.22 bn (July 2013 est) +16m per year  GDP $1825 bn (vs Aus $987 bn) $3900 pp (vs Aus $43300) +6.5-­‐7% per yr (~2x Aus)  Energy 880 bn.kwh (vs Aus 242 bn.kwh) 2010 est ~70% (vs Aus 79%) from Fossil fuels +6.5% CAG growth over the next decade plus (vs Aus ~negaLve)

  8. Slide 8: Information from Rio Tinto's 2013 factbook

    Informa0on from Rio Tinto’s 2013 factbook India’s thermal coal imports will likely increase by 75% by 2020 to meet power demand

  9. Slide 9: ECT Takeaways….

    ECT Takeaways….  Electrical demand growing strongly, underpinned through expansion of coal based generaLon  Thermal coal imports set for massive growth due to constrained domesLc availability – Incremental >$100 bn/yr extra in thermal coal import costs

  10. Slide 10: Steel Production Intensity and Economic Development

    Steel Production Intensity and Economic Development* (192,spyoM) UONeIDOSSy J9e1S PHOM ‘Aaning |eo160j}0a5 S/N ‘seul Jo neesng S/N ‘vaY ‘(600z) UOsIppeWy “OL0Z) UosweN|I\A pue UOJSUYOL ‘UONesepa [99)}S pue UOJ] Ueder ‘41 (OL0z Azenuer) aseqeyeg Awouosg |e}01 pseog soUaJajUOD :s90uN0S O86} 0} sod sea

  11. Slide 11: ECT Takeaways….

    ECT Takeaways…. – DomesLc Steel producLon growth • Driven by infrastructure build • Driven by rapid economic growth (well known relaLonships, as outlined in the Steel Intensity Curve) – DomesLc Coking coal availability = zero  Significant exposure to core growth enabler is Coking coal supply Cost, &

  12. Slide 12: India Manufacturing Capability

    India Manufacturing Capability  Very capable equipment manufacturers  Low cost vs. other opLons  Installed cost of “same plant” in India vs. Australia costs less – btn 50-­‐65% lower cost

  13. Slide 13: Strategic "fit"

    Strategic “fit” STEEL ENERGY CriLcal DomesLc India Needs Missing Shornall Ingredient Coldry Matmor India Advantages Low Cost FABRICATION Suitable & Quality ENGINEERING Delivery to the World

  14. Slide 14: Thank you.

    Thank you.  Ashley Moore Managing Director  info@ectltd.com.au  +613 9909 6784  www.ectltd.com.au

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