Slide 1: Hazer Group Ltd Webinar
ASX:HZR Hazer Group Ltd Webinar Tuesday, 15 August 2023
Slide 2: Disclaimer
2 Hazer Group Webinar – 15 August 2023 Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection with Summary Information This document contai
Slide 3: Commercial Demonstration Plant (CDP)
Commercial Demonstration Plant (CDP)
Slide 4: Commercial Demonstration Plant confirming scalability
4 Hazer Group Webinar – 15 August 2023 Commercial Demonstration Plant confirming scalability The first fully-integrated demonstration plant of the Hazer Process Project Summary • 100 tpa H2 and ~380 tpa graphitic carbon • Carbon negative process with biogas feedstock • Construction & Phase1 commissi
Slide 5: CDP achieves significant project milestones
5 Hazer Group Webinar – 15 August 2023 CDP achieves significant project milestones Key Milestones to Ready for Start-up (RFSU) Phase 1 plant construction Heat exchanger completes heat treatment Reactor materials completed & inspected Phase 1 commissioning, testing & debugging CDP start-up
Slide 6: Leveraging CDP into new commercial projects
6 Hazer Group Webinar – 15 August 2023 Leveraging CDP into new commercial projects New Commercial Commercial Demonstration Plant (CDP) Projects Demonstrate Continuous Operation • Performance testing & process optimization • Inform commercial design reliability requirements Validate Scale-up Performa
Slide 7: Company Overview
Company Overview
Slide 8: Key Activities
8 Hazer Group Webinar – 15 August 2023 Key Activities CY2023 CY2024 H1 H2 H1 Procurement, Fabrication, Engineering & Installation Commercial Demonstration Plant (100 tpa) Ready for Start-up Today Targeted Production & Testing Program Hazer-Fortis 2,500 tpa Canada Plant FEED Studies in Canada and Tar
Slide 9: Near-term catalysts to deliver shareholder upside
9 Hazer Group Webinar – 15 August 2023 Near-term catalysts to deliver shareholder upside HZR: ASX Share Price History 2.00 Last Raise $0.92 1.80 1.60 CDP schedule delay 1.40 CDP achieves significant milestone 1.20 Mitsui MOU Europe MOU 1.00 0.80 0.60 CDP breaks ground Reactor materials 0.40 defect i
Slide 10: Equity Raise Overview
Equity Raise Overview
Slide 11: Rights Issue offered to eligible shareholders
11 Hazer Group Webinar – 15 August 2023 Rights Issue offered to eligible shareholders • Non-renounceable entitlement offer to raise approximately A$15.3 million: • 3 new ordinary shares (“New Shares”) for every 16 existing ordinary shares held on the record date, being as at Offer Size & Structure 7
Slide 12: $15 mln to support CDP operations and advance Hazer commercialisation
12 Hazer Group Webinar – 15 August 2023 $15 mln to support CDP operations and advance Hazer commercialisation Raise approximately A$15.3 million Use of proceeds breakdown • Commercial Demonstration Plant (CDP) 1 Uses $ o Operating expenditure post-startup CDP Operational Performance & Testing post-s
Slide 13: Rights Issue Timeline
13 Hazer Group Webinar – 15 August 2023 Rights Issue Timeline Activity Date Announcement of Rights Issue Monday, 31st July 2023 Rights Issue Record Date (7:00pm Sydney time) Thursday 3rd August 2023 Rights Issue Opens (9:00am Sydney time) with Prospectus and personalised entitlements and acceptance
Slide 14: Investment Highlights
Investment Highlights
Slide 15: Hazer's competitive technology advantage
15 Hazer Group Webinar – 15 August 2023 Hazer’s competitive technology advantage Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite • Hazer Group Limited is a technology development company undertaking the commercialisation of the Hazer Process • The
Slide 16: Investment highlights
16 Hazer Group Webinar – 15 August 2023 Investment highlights Low cost, low emissions H2 production technology company positioned to play a leading role in global decarbonisation 1 2 3 4 Low-cost, Low- Compelling Global Tier-1 Advanced Technology emissions, Proprietary Economics & Partnerships Acros
Slide 17: Low cost & low emissions hydrogen
17 Hazer Group Webinar – 15 August 2023 1 Low cost & low emissions hydrogen Hazer well positioned as a low-cost, low-emissions hydrogen technology Methane Pyrolysis vs SMR Existing Technologies Electrolysis 2x methane on grid 10% less heat Steam Methane Reforming (SMR) No CO2 No water Signif
Slide 18: "Plug-in" technology using existing infrastructure
18 Hazer Group Webinar – 15 August 2023 2 “Plug-in” technology using existing infrastructure End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost • Eliminates requirement for hydrogen transportation cost and risk • Co-located with end-user infrastr
Slide 19: Global partners & projects
19 Hazer Group Webinar – 15 August 2023 3 Global partners & projects Tier-1 partners developing commercial projects in North America, Europe and Asia-Pacific
Slide 20: Overview of key scale-up development projects
20 Hazer Group Webinar – 15 August 2023 3 Overview of key scale-up development projects BC, Canada Nagoya, Japan Montoir, France • Utilises existing fuel terminal site • Existing LNG import terminal or power • Existing LNG import terminal site • H2 to be used in gas blending and station site identif
Slide 21: World-first project in strategic North America market
21 Hazer Group Webinar – 15 August 2023 3 World-first project in strategic North America market Partnership with FortisBC to develop a 2,500tpa hydrogen facility in Canada • Concurrently scaling up technology 25x from CDP • FortisBC & Hazer jointly operating 2,500tpa near-commercial scale project •
Slide 22: Advanced technology readiness
22 Hazer Group Webinar – 15 August 2023 4 Advanced technology readiness Project Rapid development since company founding and advancing Tech Readiness Level (TRL) Development Pipeline (< 60kg/hr* continuous**) (~<2 kg/hr* semi-continuous) (~1Kg* batch) (<100g* batch) (<1g* batch) 2007–2013 2016–prese
Slide 23: "Capex-lite" business model enables early free-cashflow
23 Hazer Group Webinar – 15 August 2023 5 “Capex-lite” business model enables early free-cashflow Hazer business plan premised on licensing and royalty revenues avoiding large-scale capex exposure Hydrogen • One technology, two valuable markets Royalties • Flexible combination of license fees and ro
Slide 24: Graphite production diversifies earnings
24 Hazer Group Webinar – 15 August 2023 6 Graphite production diversifies earnings A synthetic, low emissions product with differentiated morphology and properties • Highly structured vs amorphous carbon black • Iron inclusions produce magnetic graphite Mitsui MOU • Low production emissions • A lead
Slide 25: Building leading position in a rapidly growing market
25 Hazer Group Webinar – 15 August 2023 7 Building leading position in a rapidly growing market Hydrogen will play a key role in the decarbonisation of hard-to-abate sectors Current market 500 MTPA ~95 MTPA in 2050*1 © Getty Images Hazer First Mover Advantage 1International Energy Agency (IEA) - The
Slide 26: Significant fiscal policy support across key markets
26 Hazer Group Webinar – 15 August 2023 8 Significant fiscal policy support across key markets Government funding & incentives support Hazer technology commercialisation POLICY SUPPORT HAZER ELIGIBILITY Other Australia ARENA ($9mln) & R&D tax support Hydrogen Headstart Program Asia Hydrogen Head
Slide 27: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: hhowlett@we-worldwide.com 27