Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Deutsche Bank Alternative Energy/Clean Tech Conference 2009
13 slides from Synthesis Energy Systems's conference presentation, Jun 11, 2009
Slide 1: Cleanly Unlocking the Value of Coal
Deutsche Bank Alternative Energy/Clean Tech Conference Washington, D.C. June 10, 2009 Cleanly Unlocking the Value of Coal
Slide 2: Forward-Looking Statements
Page 2 Forward -Looking Statements This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements, othe
Slide 3: The SES Value Creation Strategy
Page 3 The SES Value Creation Strategy Our business is to capture the value created by converting low cost coal to high value products via our U-GAS(r) technology Low-cost producer through advantaged U-GAS(r) technology U-GAS(r) technology enables access to low price coal resources Demonstrated abil
Slide 4: History and Milestones
History and Milestones 2004 2005 2006 2007 December 2006: Hai Hua groundbreaking 2008 April 2005: SES becomes publicly traded through a reverse merger November 2007: Began trading as SYMX on the NASDAQ May 2005 Private Placement: $5mm at $2.50 per share August 2006 Private Placement: $16mm at $5.25
Slide 5: U-GAS Can Deliver a Wide Range of Products Using Low Cost Fuels
Page 5 U-GAS(r) Can Deliver a Wide Range of Products Using Low Cost Fuels Coal Biomass Syngas (CO, Hydrogen) Power Generation IGCC U-GAS(r) Gasifier SNG, Methanol, Gasoline, DME Ammonia, Urea Coal including low^rank coal Biomass Syngas (CO, Hydrogen) Chemicals Fuels Ability to efficiently gasify a w
Slide 6: Strategy Execution in Today's Environment
Page 6 Strategy Execution in Today's Environment Focus on target regions in China today Conserve our capital to insure long-term success Execute on the projects we have now while positioning for long-term growth: Yima Phase I (Henan/Central) Yima Future Phases (Henan/Central) Secure coal resources a
Slide 7: Building A National Platform Through A Targeted Geographic Focus
Page 7 Building A National Platform Through A Targeted Geographic Focus SES targets projects which are in close proximity to attractive coal resources, and profitable end-markets with a defensible position Henan Shandong Chinese Headquarters Shanghai Inner Mongolia Three Focused Regions in China Cen
Slide 8: Hai Hua Joint Venture
Page 8 Hai Hua Joint Venture Location Zaozhuang, Shandong Province Coal Consumption ~500 tonnes/day of coal Product Syngas - which is sold over-the-fence to Hai Hua for methanol production Design Output 28,000 ncm/hr raw Build Cost $36 million Groundbreaking Q4 2006 Commissioning Q1 2008 Partner Sha
Slide 9: Yima Joint Venture - A Multi Phase Project
Yima Joint Venture- A Multi Phase Project Location Yima, Henan Province Product Methanol Design Output Phase I - 300k tpa methanol Phase II - 300k tpa methanol equivalent Phase III - 600k tpa methanol equivalent Coal Usage Phase I ~2100 tonnes/day of coal Expected Cost Phase I - approx. $250mm Finan
Slide 10: Golden Concord Joint Venture
Page 10 Golden Concord Joint Venture Location Xilinhoate, Inner Mongolia Coal Consumption ~2,300 tonnes/day of coal Product Methanol Design Output 300,000 tonnes/year methanol Expected Cost Approx. $200 million Partner Golden Concord Holdings Ltd. Structure TBD Status Seeking financing & partner alt
Slide 11: Selected Financial Highlights
Selected Financial Highlights As of March 31, 2009 As of March 31, 2009 Cash and Cash Equivalents $98.6 million Working Capital $91.4 million G&A Expenses $3.8 million for 3Q Down 19% from the previous quarter Further reductions expected in 4Q due to: Personnel reductions that occurred at the end of
Slide 12: Summary Conclusions
Page 12 Summary Conclusions SES is well positioned for both near-term growth in China and longer-term global expansion U-GAS(r) continues to prove itself as a unique gasification technology able to unlock value where other technologies fall short Strong partners across the value chain, including: Yi
Slide 13: Deutsche Bank Alternative Energy/Clean Tech Conference
Deutsche Bank Alternative Energy/Clean Tech Conference Washington, D.C. June 10, 2009 Cleanly Unlocking the Value of Coal
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