Hazer Group Ltd. · ASX:HZR
Hazer — Shareholder Meeting (November 2020)
20 slides from Hazer's shareholder meeting presentation, Nov 30, 2020
Slide 1: AGM Chairman's Address & CEO Presentation
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 AGM CHAIRMAN’S ADDRESS & CEO PRESENTATION PERTH, AUSTRALIA; 30 NOVEMBER 2020: is pleased to provide the following Chairman’s address and CEO Presentation to be made at the Company’s
Slide 2: Forward Looking Statements
We note that they decided to not go forward due to graphite dropping down their priorities rather than due to the results of what was achieved. This does mean that we can now consider new options and Geoff will start the discussion around this in his address. So finally shareholders, let me thank yo
Slide 3: CEO Presentation – Company Update & 2020 Review
HAZER GROUP LTD ASX:HZR CEO Presentation – Company Update & 2020 Review 30 November 2020 1
Slide 4: 2020 – A Year of Substantial Progress
2020 – A YEAR OF SUBSTANTIAL PROGRESS Hazer has made substantial progress in 2020 despite an extremely challenging operating environment; we have a strong platform from which to capitalise on the increased global interest in hydrogen in 2021 and beyond. ✓ Secured the Hazer Commercial Demonstration P
Slide 5: 2020 – Key Achievements
2020 – Key Achievements Hazer achieved a significant number of key milestones in 2020. • Nov 19 Capital Raising & well-supported SPP - $6.05 M at $0.385 per share • Jan 20 WA Renewable Hydrogen Fund grant “Mandurah Renewable Hydrogen Refuelling Hub Feasibility Study” • Jan 20 Chiyoda MOU – “Strategi
Slide 6: Hazer Commercial Demonstration Project
Hazer Commercial Demonstration Project Strong progress on the Hazer CDP since taking the FID decision in July 2020 despite a very challenging operating environment • Initial activities have focussed on detailed design, procurement and permitting. • Detailed Design now approximately 65% complete • ma
Slide 7: Hazer Commercial Demonstration Project
Hazer Commercial Demonstration Project We have made strong progress on the Hazer CDP since taking the FID decision in July 2020 despite a very challenging operating environment HAZER GROUP AGM – CEO Presentation 05
Slide 8: Hazer Commercial Demonstration Project
Hazer Commercial Demonstration Project We have made strong progress on the Hazer CDP since taking the FID decision in July 2020 despite a very challenging operating environment HAZER GROUP AGM – CEO Presentation 06
Slide 9: CDP – Revised Timelines
Hazer CDP – Revised Timelines Covid-19 disruption has slowed project activities with Vendors resulting in approx. 10-week delay to schedule; budget remains within estimates with some cost growth projected. • COVID-19 impact on timeline • Slower project ramp-up as vendor enquiries and clarifications
Slide 10: Global Hydrogen Market Gathering Pace
Global Hydrogen Market Gathering Pace Favourable macro-environment: national roadmaps and strategies are now translating into investment targets, funding programs and regulatory changes 1 • Many of targets are still medium to New programs/targets long term (2030+) • USA – Intends re-join Paris Agree
Slide 11: Business Development
Business Development Significant increase in interest in the Hazer technology from international companies across a wide range of applications • Strong relationship with Chiyoda provides excellent engagement with potential Japanese customers; hope to see this translate to first Feasibility Studies i
Slide 12: R&D Program
Hazer R&D program R&D remains a core activity for Hazer with potential high impact programs developed in 2020, which will continue into 2021 • Joined Innovative Manufacturing CRC in Oct 2019; a continuation of our previous USyd research collaboration • R&D activities focussed on two pathways: • Cata
Slide 13: Termination of Mineral Resources Agreement
Termination of Mineral Resources Agreement Termination of the Collaboration Agreement with Mineral Resources ends a key chapter in Hazer’s development but opens-up new opportunities • Stage 1 (Pilot Plant) of the Collaboration was successfully completed in August 2019 exceeding operational targets S
Slide 14: Graphite
Hazer Graphite Unique and versatile graphitic product • Graphite market is a complex, technical and opaque market; product qualification and acceptance processes typically 2-4 years (especially for higher value products) • Customers typically want to evidence of production in larger volumes before e
Slide 15: Strong Financial Position
Strong Financial Position Fully funded to deliver the Hazer CDP, accelerate the development of commercial scale options and pursue innovative R&D through a diverse range of funding sources • Strengthened balance sheet and diversified funding sources over the last 12 months • Funded grants (State & F
Slide 16: AP Ventures Investment
AP Ventures Investment Hazer and APV have executed binding documentation for a $4M investment by APV in Hazer • AP Ventures is a leading global VC fund focussed on investment in the hydrogen sector, with their investments supporting their portfolio companies through the commercialisation and scale u
Slide 17: Outlook
Outlook Hazer is strongly positioned to capture the huge opportunities offered by the growth in the hydrogen economy and rapid push to de-carbonise heavy industry and transport First larger-scale, fully integrated deployment of the Hazer Process underway with the Hazer Commercial Demonstration Proje
Slide 18: Disclaimer
DISCLAIMER Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) To the maximum extent permitted by law, Hazer and its related bodies corporate, This presentation is not a financial product or investment advice or directors, officers, employees,
Slide 19: References
REFERENCES 1. Fuel Cell & Hydrogen Energy Association, ‘Roadmap to a US Hydrogen Economy’ http://www.fchea.org/us-hydrogen-study 2. CBS News, ‘Joe Biden vows to rejoin the Paris climate deal on first day of office if elected’, Nov 2020 https://www.cbsnews.com/news/paris-climate-accord- biden-rejoin-
Slide 20: Hazer Group Ltd ASX:HZR
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