Hazer Group Ltd. · ASX:HZR
Hazer — ASX Small and Mid-Cap Conference 2019
26 slides from Hazer's conference presentation, Sep 5, 2019
Slide 1: Investor Presentation to ASX Small and Mid-Cap Conference 2019
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 HAZER GROUP INVESTOR PRESENTATION TO ASX SMALL AND MID-CAP CONFERENCE 2019 For personal use only PERTH, AUSTRALIA; 5 SEPTEMBER 2019: Hazer Group (ASX:HZR) is pleased to share the in
Slide 2: Contact and social media policy
For further information or investor and media enquiries please contact: Geoff Ward Email: contact@hazergroup.com.au Phone: +61 8 6230 2259 For personal use only Nat Bradford Email: nbradford@we-buchan.com Phone: +61 2 9237 2822 Hazer Group Limited - Social Media Policy Hazer Group Limited is committ
Slide 3: Hazer Group Ltd ASX:HZR September 2019
For personal use only HAZER GROUP LTD ASX:HZR September 2019 1
Slide 4: Hazer Process
HAZER PROCESS Hazer is a low cost, low emission hydrogen and synthetic graphite production technology For personal use only • Hazer technology – two high value products hydrogen; 99.99% + purity synthetic graphite; 80 – 95% TGC • Hydrogen and graphite are both key products in a de- carbonising e
Slide 5: What Is the Hydrogen Economy?
WHAT IS THE HYDROGEN ECONOMY? Hydrogen is a key fuel in the transition to a low carbon economy For personal use only Source – Hydrogen Council, November 2019 HAZER GROUP INVESTOR PRESENTATION 03
Slide 6: The Potential
THE POTENTIAL The potential for low-cost, low emission hydrogen is compelling For personal use only APPLICATIONS FOR HYDROGEN Potential uses for hydrogen. CSRIO, Author provided HAZER GROUP INVESTOR PRESENTATION 04
Slide 7: Electric Vehicles
ELECTRIC VEHICLES Hydrogen fuel cell, battery & hybrid are all electric vehicles For personal use only Electric Vehicle Fuel Cell Vehicle Graphite in Power Unit Graphite in Lithium-Ion Graphite in Batteries Graphite in Fuel Lithium-Ion Graphite in Cell Stack Batteries Power Low carbon Unit Hydrogen
Slide 8: Hydrogen Fuel Cell Vehicles
HYDROGEN FUEL CELL VEHICLES A wide variety of hydrogen fuel cell vehicles are ready now For personal use only HAZER GROUP INVESTOR PRESENTATION 06
Slide 9: Hydrogen - A Global Focus
HYDROGEN - A GLOBAL FOCUS Significant global focus on developing a hydrogen economy to transition to low carbon environment For personal use only Japan Korea California Europe Australia Target 800,000 National Hydrogen Roadmap* California Fuel Cell Refuelling networks under Prof. Alan Finkel – launc
Slide 10: Current Hydrogen Production
CURRENT HYDROGEN PRODUCTION Current technologies are variously either high emissions, large scale & centralised or expensive For personal use only Significant CO2 emissions Fossil fuel reforming • 95% of total global hydrogen production CnHm + [O] COx + H2 • Chemically equivalent to direct combustio
Slide 11: The Hazer Advantage
THE HAZER ADVANTAGE Capture full value of feedstock by producing two valuable products without creating CO2 in the process For personal use only 25% Hydrogen Hydrogen gas =$ 75% Carbon Methane composition Graphite (carbon) =$ Hazer Process CH4 2H2 + C Iron-ore process catalyst HAZER GROUP INVESTOR P
Slide 12: Sustainability
SUSTAINABILITY The Hazer Process has outstanding sustainable development attributes For personal use only • Renewable fuel based (biogas) • Significant carbon abatement potential* • Waste-to-resource / waste-to-energy • Locally produced – close to potential customers • Domestic and local energy sour
Slide 13: CO2 Emission Profile
CO2 EMISSION PROFILE The Hazer Process has lower emissions than electrolysis with renewable biogas as feedstock For personal use only 50 0 -50 -100 -150 -200 SMR Electrolysis - grid connected Electrolysis - 100% renewable energy Hazer - Biogas HAZER GROUP INVESTOR PRESENTATION 12 11
Slide 14: Hazer Graphite
HAZER GRAPHITE Versatile properties – many opportunities For personal use only • Current graphite market value in excess of US$14 billion per annum • Hazer graphite shows potential in a range of markets: - lithium–ion batteries - lubricants - activated carbon - carbon black - advanced materials • Gr
Slide 15: Hazer Technology
HAZER TECHNOLOGY Extensive technical development and successful pilot programs - now ready for commercial application and large scale deployment For personal use only • Significant technical development & de-risking through extensive R&D and pilot plant programs • Two pilot plant programs successful
Slide 16: Commercial Development Strategy
COMMERCIAL DEVELOPMENT STRATEGY Hazer has a clear commercial development strategy For personal use only Strategy based on specific identified near and medium term commercial opportunities Opportunities for Hazer to pursue BOO (build-own-operate), Licence, Strategic Alliance or JV opportunities Strea
Slide 17: Hazer Commercial Demonstration Plant
HAZER COMMERCIAL DEMONSTRATION PLANT First larger scale, fully integrated deployment of Hazer technology For personal use only • Proposed 100 tpa hydrogen production facility (~380 tpa graphite) • Facility to be located at the Woodman Point wastewater treatment plant • Waste biogas as feedstock • Ma
Slide 18: ARENA Funding
ARENA FUNDING Application for up to $9.41 million of funding under the Advancing Renewables Program approved For personal use only Image 11 • Application for up to $9.41million of grant • Funding conditional upon negotiating and executing a Funding Agreement • Anticipate closing Funding Agreement wi
Slide 19: Initial Commercial Projects
INITIAL COMMERCIAL PROJECTS Discussions have commenced with potential customers for initial commercial projects in Asia For personal use only • Concept Study for 2.5 ktpa Commercial Scale Hazer Plant completed; - sufficient to supply ~200 buses or ~6000 vehicle - CO2 abatement potential ~250 - 375,0
Slide 20: Collaboration with Mineral Resources
COLLABORATION WITH MINERAL RESOURCES Strategic collaboration (ASX: MIN) to pursue high value graphite opportunities For personal use only March 2017 MIN made a A$5M strategic investment in HZR (current holding ~11%.) December 2017 HZR & MIN executed a binding collaboration agreement Image 12 - Hazer
Slide 21: Investment Summary
INVESTMENT SUMMARY Hazer process is a low emission, low cost, flexible hydrogen & graphite production process For personal use only • Proprietary technology with strong IP protection • Exposure to two high growth products - hydrogen and graphite • Unique commercial offering for emerging premium low-
Slide 22: Share Register
SHARE REGISTER Top 20 own 38% For personal use only CAPITAL STRUCTURE SHARE PRICE & VOLUME Current Shares on Issue 97.26m Market Capitalisation @$0.30 $29m 3.5 $0.39 Cash @ 30 June 2019 $6m 3.0 Total Options (ex prices from $0.40 to $1.20) 41.3m 2.5 $0.34 2.0 $0.29 SUBSTANTIAL SHAREHOLDERS 1.5 1.0 1
Slide 23: Strong Management Team with Project Experience
STRONG MANAGEMENT TEAM WITH PROJECT EXP. Engineering, Technical, Marketing and Corporate expertise For personal use only GEOFF WARD EMMA WALDON LUC KOX Chief Executive Officer & CFO & Company Secretary Commercial Manager Managing Director • 25 years experience in senior executive • 20 years experien
Slide 24: Experienced, Independent Board
EXPERIENCED, INDEPENDENT BOARD Commercial, Technical, Contract and Regulatory expertise For personal use only TIM GOLDSMITH MIKE GREY Chairman Non Executive Director • Over 20 years as Partner with global • 35 years’ + experience in the mining sector in professional services group PwC. Gold and Iron
Slide 25: Disclaimer
DISCLAIMER For personal use only Important Information This presentation has been prepared by Hazer Group Limited nature subject to significant uncertainties and contingencies, (“Hazer” or “the Company”) many of which are outside the control of Hazer. This presentation is not a financial product or
Slide 26: Hazer Group Ltd Investor Relations Enquiries
For personal use only HAZER GROUP LTD ASX:HZR INVESTOR RELATIONS ENQUIRIES: contact@hazergroup.com.au MEDIA ENQUIRIES: Nat Bradford nbradford@we-buchan.com Follow Hazer on Twitter (@hazergroupltd), LinkedIn, Google+ and YouTube