Hazer Group Ltd. · ASX:HZR
Hazer — Shareholder Meeting (November 2016)
22 slides from Hazer's shareholder meeting presentation, Nov 15, 2016
Slide 1: Presentation to Shareholders Annual General Meeting
For personal use only Hazer Group PRESENTATION TO SHAREHOLDERS ANNUAL GENERAL MEETING 15 NOVEMBER 2016
Slide 2: Disclaimer
DISCLAIMER For personal use only IMPORTANT INFORMATION This presentation has been prepared by Hazer Group Limited ( Hazer) This presentation is not a financial product or investment advice or recommendation, offer or invitation by any person or to any person to sell or purchase securities in Hazer i
Slide 3: Welcome to 2016 Hazer Group AGM
WELCOME TO 2016 HAZER GROUP AGM For personal use only CONTENTS • Overview of Hazer Group achievements in 2016 • Snapshot – Hazer Group Ltd now • Capital Market Performance • Our Technology • Global Market Opportunities • Our Team • Potential Future Developments
Slide 4: Welcome to 2016 Hazer Group AGM
WELCOME TO 2016 HAZER GROUP AGM For personal use only CONTENTS • Overview of Hazer Group achievements in 2016 • Snapshot – Hazer Group Ltd now • Capital Market Performance • Our Technology • Global Market Opportunities • Our Team • Potential Future Developments
Slide 5: 2016 Achievements & Highlights
2016 ACHIEVEMENTS & HIGHLIGHTS For personal use only • Completion of IPO and listing on ASX (Dec 2015) • Secured research partnership with Sydney University (Feb ‘16) • Secured partnership with Kemplant (Mar ‘16) • Secured further investment from institutional investor (Mar ‘16) • Completed Entitlem
Slide 6: 2016 Achievements & Highlights - Further Process Optimisation
2016 ACHIEVEMENTS & HIGHLIGHTS For personal use only - Further Process Optimisation (Oct 2016) • Further optimisation of process conditions to demonstrate both scale of reactor system and graphite purity • Synthesis of 1kg graphite (at rate of ~1.5kg/day) • Purity of raw reaction product improved to
Slide 7: 2016 Achievements & Highlights - New appointees to SAC
2016 ACHIEVEMENTS & HIGHLIGHTS For personal use only - New appointees to SAC(Oct 2016) • Appointed three new members of Science Advisory Committee • David de Haas (Mineral resources Ltd) • Mark Edwards (Hatch Pty Ltd) DAVID DE HAAS • Kevin Peakman (BOC) Mineral Resources Ltd • Members join Chairman
Slide 8: 2016 Achievements & Highlights - MoU with Pan American Hydrogen
2016 ACHIEVEMENTS & HIGHLIGHTS For personal use only - MoU with Pan American Hydrogen (Nov 2016) • Executed MoU with Pan American Hydrogen, a US-based global supplier of hydrogen production infrastructure • Commitment to jointly develop Hazer technology for commercial deployment across the hydrogen
Slide 9: Welcome to 2016 Hazer Group AGM
WELCOME TO 2016 HAZER GROUP AGM For personal use only CONTENTS • Overview of Hazer Group achievements in 2016 • Snapshot – Hazer Group Ltd now • Capital Market Performance • Our Technology • Global Market Opportunities • Our Team • Potential Future Developments
Slide 10: Corporate & Market Snapshot
CORPORATE & MARKET SNAPSHOT For personal use only CAPITAL STRUCTURE HZR Share price & volume (since IPO) $0.90 3,500,000 Current Shares on Issue 64.5m (Restricted Securities) (10.2m) $0.80 3,000,000 Total tradeable shares 54.4m $0.70 Trading range (Post IPO) $0.22 - $.0.85 2,500,000 Last $0.57 $0.60
Slide 11: The Hazer Process
THE HAZER PROCESS For personal use only CH4 2H2 + C Batteries GRAPHITE Electrodes US$15B PA Structural Composites HYDROGEN US$100B PA Ammonia / Fertilizer Petroleum Clean Energy
Slide 12: Our Difference
OUR DIFFERENCE For personal use only HAZER CAPTURES ALL VALUE WITHIN NATURAL GAS FEEDSTOCK STEAM METHANE REFORMATION
Slide 13: Reduced Risk Towards Scale-Up
REDUCED RISK TOWARDS SCALE-UP For personal use only Reduced Commercial Risk Reduced Technical Risk Natural gas to hydrogen Core chemistry (catalytic decomposition conversion is currently done on of methane) has previously been industrial scale (steam methane developed to pilot plant scale reformatio
Slide 14: Potential Competitive Advantages
POTENTIAL COMPETITIVE ADVANTAGES For personal use only LOWER COST PRODUCTION CLEAN HYDROGEN ACCESS TO BILLION DOLLAR MARKETS NEW MARKETS FOR ENERGY By capturing both the hydrogen and carbon (graphite) By producing hydrogen with lower CO2 emissions, the value of natural gas, the Hazer Process can pot
Slide 15: Potential Global Markets
POTENTIAL GLOBAL MARKETS For personal use only GRAPHITE MARKET ($13bn pa) INDUSTRIAL HYDROGEN ($100bn pa) • Industrial materials applications • Oil refining, ammonia production, other • Growth - energy storage (batteries) industrial chemicals • Currently addressed by mining, synthetic graphite • Pri
Slide 16: Experienced & Capable Team
EXPERIENCED & CAPABLE TEAM For personal use only EXPERIENCED IN BUILDING GLOBAL ENTERPRISE Mr Geoff Pocock | MD Dr Andrew Cornejo | CTO Principal, Polaris Consulting (WA) PhD and key researcher on Hazer project Founder, HazerGroup Ltd Lead inventor on a number of patents. Over 15 years exp
Slide 17: Strong Board Capabilities
STRONG BOARD CAPABILITIES For personal use only COMMERCIAL, TECHNICAL AND REGULATORY EXPERTISE Mr Rick Hopkins| Chairman Dr Andrew Harris | NED Partner, PKF Lawler Lead Director of the Engineering Excellence Substantial director experience in public Group, Laing O’Rouke and private entities, p
Slide 18: Welcome to 2016 Hazer Group AGM
WELCOME TO 2016 HAZER GROUP AGM For personal use only CONTENTS • Overview of Hazer Group achievements in 2016 • Snapshot – Hazer Group Ltd now • Capital Market Performance • Our Technology • Global Market Opportunities • Our Team • Potential Future Developments
Slide 19: Targets and Goals for 2017
TARGETS AND GOALS FOR 2017 For personal use only Hazer is looking to build on the success of 2016, and is targeting ongoing technical and commercial progress during 2017 TECHNICAL DEVELOPMENT • Ongoing scale up of system and commissioning of new reactors and associated systems • Pre-pilot plant in e
Slide 20: Scale Up Roadmap
SCALE UP ROADMAP For personal use only COMMERCIAL PLANTS PILOT PLANT Increasing Production PRE-PILOT PLANT LARGE LAB REACTORS 2016 2017 2018 IPO *The ongoing scale up development work depends upon a number of factors including continued technical and development success of the Hazer Process in a cos
Slide 21: Commercialisation Options
COMMERCIALISATION OPTIONS For personal use only At commercial scale, Hazer has multiple commercial revenue / value creating options BUILD / OWN / OPERATE LICENSE Hazer can construct & own Hazer can license IP to third parties plants and sell products and generate high margin royalty PARTNERSHIP Shar
Slide 22: For Further Information, Investor or Media Enquiries
For personal use only Hazer Group FOR FURTHER INFORMATION, INVESTOR OR MEDIA ENQUIRES Michael Wills – Hazer Group Email: mwills@hazergroup.com.au Phone: 0468 385 208 www.hazergroup.com.au