Papyrus Australia Ltd · ASX:PPY
Papyrus Australia — Shareholder Meeting (November 2024)
19 slides from Papyrus Australia's shareholder meeting presentation, Nov 25, 2024
Slide 1: Papyrus Commercialisation Roadmap - Shareholder Presentation
ASX Announcement 25 November 2024 Papyrus Commercialisation Roadmap - Shareholder Presentation Papyrus Australia Ltd (ASX: PPY) is pleased to announce the release of its latest shareholder presentation, which provides a comprehensive overview of the company’s strategic initiatives and future growth
Slide 2: Transformation for a Sustainable Future
Papyrus Egypt JV Transformation for a Sustainable Future Vietnam JV Demonstration Plant Papyrus Australia Existing Operations Papyrus Australia Limited (ASX:PPY) Current Projects Shareholder Presentation Future Project Pipeline November 2024 World Banana and Plantain Crop Area Harvested Source: FAO
Slide 3: Legal Disclaimer
Legal Disclaimer This document (“Presentation”) has been prepared by Papyrus Australia Limited (“PPY” or “the Company”). You should read this disclaimer carefully before reading or making any other use of this Presentation or any information contained in this Presentation. This Presentation is inten
Slide 4: Capital Structure
Capital Structure* ASX Code PPY Share Price 1.3c Market Capitalisation $6.77M Shares on Issue 520.47m KEY MARKET Substantial Shareholders** Certane Ct Pty Ltd - L39 Capital 14.26% STATISTICS BIJO (SA) Pty Ltd - Azer Family A/C 6.24% Mr Ramy Azer - Azer Family A/C 6.12% Rondelle Pty Ltd - Ml & He Cra
Slide 5: Our Team
Our Team Executive Chair Non-Executive Director Non-Executive Director & Non-Executive Director Non-Executive Director Non-Executive Director Chief Operating Officer Mr. Al Jawhari Mr. Brad Lemmon Company Secretary Mr. David Attias Mr. Nick Di Girolamo Mr. Jim Huang Mr. Daniel Schmidt B.Eng (Aero./M
Slide 6: About Us
About Us Vision Mission Goals Be the global technology leader Replace plastic and forest sourced Engage growers and manufacturers in the for the conversion of banana food packaging products with a global commercialisation of the technology plantation waste into consumable 100% biodegradable, renewab
Slide 7: Significant Global Supply Opportunity
Significant Global Supply Opportunity South America Africa Asia 1.5 million tonnes 2.5 million tonnes 1 million tonnes World Banana and Plantain Crop Distribution Utilising just 5% of the 2.5 billion tonnes of Annual Global Banana Plantation Waste we can convert 5 million tonnes of virgin banana fib
Slide 8: Strong Growth Global Packaging Markets
Strong Growth Global Packaging Markets Moulded Pulp Packaging* Containerboard Packaging* Packaging Materials* Value 2022: $3 BN Value 2018: $160 BN Value 2023: $1,330 BN Value 2032: $7 BN Value 2025: $250 BN Value 2032: $2,060 BN CAGR: 8% CAGR: 4.9% By Equipment* By Region* By Mould Type* Note: * Se
Slide 9: Key Packaging Market Drivers
Key Packaging Market Drivers Increasing globalisation of agriculture (and other) supply chains will increase the demand on packaging Focus on sustainable and eco-friendly packaging solutions with a growing demand for materials that reduce the environmental impact A conscious move by people to reduce
Slide 10: Papyrus Ramp Up Milestones
Papyrus Ramp Up Milestones 2020 Technology Transition to Packaging Papyrus pivots the technology and product focus from veneers to wet moulded packaging to capture the growing global trend to transition away from single use plastics. 2022 Commercialisation of Phase 1 Technology Through our joint ven
Slide 11: Papyrus Commercialisation Model
Papyrus Commercialisation Model Steam 1 - Equipment Manufacturing and Sales Original Equipment PPY Assembly Partner Papyrus Equipment Joint Venture Or Toll Manufacturer Supply Processing 1. Designed internally with expert partners Factories 2. Fabricate through partner organisation Design, Deliver,
Slide 12: Papyrus Growth Horizons
Papyrus Growth Horizons • Expand product range to flat products • Scale up volume in existing facilities • Expand Geographic locations – Africa Multiply the Impact • Expand product range to include pulp board • Scale up production volume in existing facilities • Expand Geographic locations – South A
Slide 13: Horizon 1: Technology Development and Commercialisation Projects
Horizon 1: Technology Development and Commercialisation Projects Project 1: Technology Prototype Australia 1. Prototype of new Phase 2 Technology based in Australia 2. Food grade packaging applications 3. Commercial scale design and engineering 4. Product testing and certification 5. Customer sample
Slide 14: Project 1: Phase 2 Technology Scaling and Commercialisation
Project 1: Phase 2 Technology Scaling and Commercialisation Purpose This project is for a small-scale prototype plant to enable Papyrus to take the Phase 2 Technology developed in Australia from lab scale proof of concept (TRL3) to commercial scale design (TRL4-5). Focus will be on the primary proce
Slide 15: Project 2: Commercial Demonstration Plant North Queensland
Project 2: Commercial Demonstration Plant North Queensland Project Description Establish a new Banana Fibre Thermoforming line in North Queensland based on the Phase 2 Technology. This commercial scale plant will demonstrate the capability of a full vertical supply chain with Banana fibre Pulp. The
Slide 16: Project 3: Commercial Production Plant Vietnam
Project 3: Commercial Production Plant Vietnam Initial Project Establish a new Banana Fibre Rotary moulding line in Viet Nam based on the Phase 2 Technology to produce cup holders and other moulded fiber trays. Future Project Scale Phase 1 of the project will utilise approximately 6% of the waste fr
Slide 17: Income Statement
Income Statement ($A) 2024 2023 Income 672,958 97,630 Share of JV profit/(loss) 344,698 (362,386) FY24 Operating Expenses (1,661,716) (1,238,842) Net Profit/(Loss) (644,060) (1,503,598) CONSOLIDATED Balance Sheet ($A) Assets 2024 2023 FINANCIAL Cash and cash equivalents Receivables 366,971 1,227,386
Slide 18: Contact
Papyrus Egypt JV Transformation for a Sustainable Future Vietnam JV Papyrus Australia Limited (ASX:PPY) Shareholder Presentation November 2024 Demonstration Plant For more information please contact: Daniel Schmidt Papyrus Australia Chief Operating Officer +61 419 242 885 investors@papyrusaustralia.
Slide 19: Reference Material for Projects
Reference Material for Projects Slide 6: Significant Global Supply Opportunity 1. Total world plantation area for banana and plantain measured by the FAO in 2020 was 11.7m Ha (Source: FAO Stats) 2. Average Plantation waste per Ha is 220 tonne per annum (Source: ScienceDirect) 3. 11.7m Ha x 220 tonne
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