Sparc Technologies Ltd · ASX:SPN
Sparc Technologies — Shareholder Meeting (November 2023)
31 slides from Sparc Technologies's shareholder meeting presentation, Nov 28, 2023
Slide 1: Transformational Technologies for Global Industries
Transformational Technologies for Global Industries Annual General Meeting November 2023 ASX: SPN
Slide 2: Disclaimer
Disclaimer The release, publication or distribution of this presentation in certain jurisdictions may be restricted by law and therefore persons in such jurisdictions into which this presentation is released, published or distributed should inform themselves about and observe such restrictions. This
Slide 3: Corporate Snapshot
SPARC TECHNOLOGIES (ASX: SPN) Corporate Snapshot 86m $23m BOARD OF DIRECTORS Shares on issue Market Cap* $0.27 Stephen Hunt Adrien Wing Daniel Eddington $2.0m Executive Chairman Non-Executive Director Non-Executive Director EXECUTIVE MANAGEMENT TEAM Share price* Cash (30 Sep 2023) ~38.5% 7.7% Denis
Slide 4: Unique Technology Portfolio
SPARC TECHNOLOGIES (ASX: SPN) Unique Technology Portfolio Sparc is developing a portfolio of technologies that target a world increasingly focused on sustainability and environmental outcomes GRAPHENE RENEWABLE MATERIALS ENERGY Sparc has two core business lines: ANTI-CORROSIVE SPARC GREEN Graphene M
Slide 5: Unique Approach to Graphene
Unique Approach to GRAPHENE a Next Generation Super-material 5
Slide 6: Sparc's Unique Graphene Position
GRAPHENE Sparc’s Unique Graphene Position Based in Kent Production of World leading Patent application Town, Adelaide commercially 'Graphene in for graphene-based Coatings' R&D team applicable graphene- additive filed based materials Key innovation partners: 6
Slide 7: The Problem – Corrosion of Steel
GRAPHENE The Problem – Corrosion of Steel The Cost and Carbon Problem $78 billion spent on remediating assets affected by corrosion in Australia per annum1 Corroded steel replacement accounts for up to 3.4% of global greenhouse gas (GHG) emissions2 The Business Interruption Problem Asset shutdowns L
Slide 8: Introduction to ecosparc
GRAPHENE Introduction to Sparc Technologies has developed ecosparc on the back of >4 years of research and development. ecosparc is a drop-in graphene-based additive which is added to currently used marine and protective coatings for steel infrastructure. ecosparc significantly enhances the anti- co
Slide 9: About ecosparc
GRAPHENE About ecosparc is not a paint. ecosparc, when added in tiny amounts, supercharges coatings currently used to protect steel assets from corrosion. DSTG The benefits of ecosparc, including cost and emissions savings, are the direct result of ecosparc extending the time between maintenance eve
Slide 10: Why Choose ecosparc
GRAPHENE Why Choose Cost Savings Reduced CO2 Emissions Easier Maintenance Increased Safety Enhancing conventional Enhancing conventional Reduced maintenance events; Enhancing conventional coatings with ecosparc coatings with ecosparc results Fewer on-site check-ups; coatings with ecosparc results in
Slide 11: Dual Anti-Corrosion Mechanism
GRAPHENE Dual Anti-Corrosion Mechanism ecosparc enhanced coatings: Delay coating cracking. This delays the onset of corrosion. When damage does eventually occur, ecosparc further limits corrosion spread by up to 40%. 11
Slide 12: Ease of Manufacture and Use
GRAPHENE Ease of Manufacture and Use Commercial production facility can produce enough ecosparc to dose 7 million litres of paint. Simple and easy to incorporate into existing coatings. No change to current paint application or removal methods. Only 2% volume of additive required. 12
Slide 13: Addressable Market for Anti-Corrosive Coatings
GRAPHENE Addressable Market for Anti-Corrosive Coatings Global Anti-Corrosive Market Size: $16.8bn US$43 Billion $13.9bn by 20292 $10.0bn $6.8bn $3.6bn $3.7bn Anti-Corrosive Coatings Market Size in Aus: $6.1bn $2.5bn US$1.1 Billion $1.9bn $4.4bn by 20263 1. Sourced from Coatings World 2022 https://w
Slide 14: Pathway to Market
GRAPHENE Pathway to Market Dual track approach to commercialising ecosparc within the global anti-corrosive coatings market: 1. Actively working with several of the world’s largest coatings companies on testing and trials with results due in H1 2024. 2. Partnering with asset owners to trial ecosparc
Slide 15: Other Target Applications
GRAPHENE Other Target Applications Anti-fouling Paints Composites Fouling is the result of accumulation of Composites are two or more distinct materials that, when marine growth, resulting in reduced vessel combined, create a new material with enhanced properties speed, increased bunker consumption
Slide 16: Sparc's Competitive Advantage
GRAPHENE Sparc’s Competitive Advantage The Expertise The Data Intellectual property • A global coatings team • An ISO testing regime • Patent application consisting of former which has been run over filed senior members of the the past 4 years world’s largest global • Significant know-how coatings c
Slide 17: Global Network of Coating Specialists
GRAPHENE Global Network of Coating Specialists Aidan Mernin Sparc Technologies Europe Limited Former Technical Director for Marine and Protective Coatings at AkzoNobel and Technical Director for Protective Coatings at Hempel Ian Rowell Dr. Andrew Smith Sparc North America LLC Former Head of Global S
Slide 18: Sparc Next Generation Green Hydrogen
SPARC Next Generation Green Hydrogen GREEN Technology HYDROGEN 18
Slide 19: Technology Highlights
SPARC GREEN HYDROGEN Technology Highlights Globally disruptive green hydrogen production technology No Wind or Solar PV Farms Direct solar-to-hydrogen via photocatalytic water splitting NO ELECTRICITY REQUIRED to split water No Electrolysers Flexible and scalable infrastructure Prototyping and pilot
Slide 20: Technology Advantages
SPARC GREEN HYDROGEN Technology Advantages “Such systems (photocatalytic water splitting) offer great potential for cost reduction of electrolytic hydrogen, compared with conventional two-step technologies.” (CSIRO National Hydrogen Roadmap1) Sparc Green H2 Green H2 Blue H2 Grey H2 Electrolysis powe
Slide 21: Sparc Hydrogen's Unique Approach
SPARC GREEN HYDROGEN Sparc Hydrogen’s Unique Approach Photocatalytic reactor Sparc Hydrogen’s reactor is one of the only known combinations of concentrated solar with photocatalytic water splitting (PWS): • Reduced photocatalyst use. • Modular and scalable mirror fields. Sparc Hydrogen’s reactor is
Slide 22: Prototype Testing at CSIRO Energy Centre
SPARC GREEN HYDROGEN Prototype Testing at CSIRO Energy Centre Sparc Hydrogen recently completed the first phase of prototype testing its PWS reactor at the CSIRO Energy Centre in Newcastle. Represents the first demonstration of the technology outside of the laboratory and has produced vital informat
Slide 23: Development Pathway
SPARC GREEN HYDROGEN Development Pathway Sparc Hydrogen joint venture established Preliminary TEA confirms commercial Solar reactor prototype for on-sun testing at Pilot plant engineering, design and funding beginning 2022 potential in Q4 2022 CSIRO in Q4 2023 workstreams H1 2024 ~A$470k AEA gr
Slide 24: The Green Hydrogen Race is On
SPARC GREEN HYDROGEN The Green Hydrogen Race is On Conventional green hydrogen Forecast cost of green hydrogen via electrolysis1 (electrolysis) projects will not reach 5.00 industry and Government cost targets until well into the 2030s, at best. 4.00 Farm Gate Cost of Hydrogen There is a substantial
Slide 25: Best-in-Class Partners
SPARC GREEN HYDROGEN Best-in-Class Partners 52% Sparc Hydrogen shareholder1 20% Sparc Hydrogen shareholder1 28% Sparc Hydrogen shareholder1 JV management and coordination Global leader in green hydrogen Developer and contributor of IP2 Technology commercialisation Substantial project development Lea
Slide 26: Emerging Low-Cost Alternative to Lithium-ion Batteries
Emerging Low-Cost SODIUM ION Alternative to BATTERIES Lithium-ion Batteries 26
Slide 27: Introduction to Sodium-Ion Batteries
SODIUM-ION BATTERIES Introduction to Sodium-Ion Batteries Sodium ion batteries (SIBs) are an alternative battery technology which work based on the same ‘rocking-chair’ principle of reversible cation intercalation as lithium-ion batteries The use of low cost, sustainable, abundant materials in sodiu
Slide 28: Hard Carbon Anode Project
SODIUM-ION BATTERIES Hard Carbon Anode Project Sparc, in collaboration with Queensland University of Technology, is developing a high performing hard carbon anode material for SIBs. Key features of the technology under development include: • Low cost, sustainably sourced green bio-waste feedstock. •
Slide 29: Positive Capacity Results Achieved
SODIUM-ION BATTERIES Positive Capacity Results Achieved Testing has demonstrated up to 63% improved reversible capacity1 versus commercially available hard carbon materials. The technology under development has the potential to reduce the carbon footprint of SIB anode material whilst improving perfo
Slide 30: Momentum Building in Sodium-Ion
SODIUM-ION BATTERIES Momentum Building in Sodium-Ion “acquires battery tech firm “Invests in Natron Energy’s “BYD to launch electric “begins operation of NAS “BYD to build 30GWh Faradion for GBP100m” Sodium-Ion Battery hatchbacks with new batteries for self-wheeling sodium battery plant” Technology”
Slide 31: Contacts
Contacts Stephen Hunt Mark Flynn Executive Chairman Investor Relations +61 402 956 205 +61 416 068 733 stephen.hunt@sparctechnologies.com.au mark.flynn@sparctechnologies.com.au Released with the authority of the Board – 28 November 2023
Sparc Technologies — Shareholder Meeting (November 2023) on 6ix