Hazer Group Ltd. · ASX:HZR
Hazer — Investor Presentation (April 2023)
18 slides from Hazer's investor presentation, Apr 4, 2023
Slide 1: Hazer Group Ltd – Clean hydrogen technology to decarbonise the world
ASX:HZR For personal use only Hazer Group Ltd Clean hydrogen technology to decarbonise the world Investor Presentation April 2023
Slide 2: Disclaimer
2 Hazer Group Ltd – Investor Presentation, April 2023 Disclaimer For personal use only Important information Forward Looking Statements Statements contained in this document, including but not limited to those This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) rega
Slide 3: Investment Highlights
3 Hazer Group Ltd – Investor Presentation, April 2023 Investment Highlights For personal use only Well positioned to play a leading role in global decarbonisation Innovative, Proven and Rapidly Growing Hydrogen Proprietary low emission H2 Commercial Demonstration Commercial Scale-Up on- Demand with
Slide 4: Experienced Management Team & Board
4 Hazer Group Ltd – Investor Presentation, April 2023 Experienced Management Team & Board For personal use only Management Team Board Glenn Dr Andrew Neil Mark Luc Belinda Tim Danielle Dr Jack Andrew Corrie Cornejo Brodie Edwards Kox Wilson Goldsmith Lee Hamilton Hinkly MD / CEO Co-Founder & Interim
Slide 5: Corporate Overview
5 Hazer Group Ltd – Investor Presentation, April 2023 Corporate Overview For personal use only HZR:ASX 6-Month Share Price History Shareholder Breakdown 6.83% 0.8 1 Board and 5.16% Management 0.7 AP Ventures* 0.6 Other 86.70% 0.5 *AP Ventures largest shareholder $/share 0.4 0.5 Millions 0.3 Capital
Slide 6: Building a leading position in a rapidly growing market
6 Hazer Group Ltd – Investor Presentation, April 2023 Building a leading position in a rapidly growing market For personal use only Hydrogen will play a key role in the decarbonisation of hard-to-abate sectors 200 Electrolysis – dedicated renewables Current 500 Electrolysis – grid connected market M
Slide 7: Strategy: Hazer staged growth plan
7 Hazer Group Ltd – Investor Presentation, April 2023 Strategy: Hazer staged growth plan For personal use only Monetise market momentum and Hazer’s unique technology Our Vision Provide a unique climate technology to transform industry and contribute to a sustainable future for the next generation CO
Slide 8: The Hazer competitive advantage
8 Hazer Group Ltd – Investor Presentation, April 2023 The Hazer competitive advantage For personal use only Innovative low emission methane pyrolysis technology designed to produce clean hydrogen and graphitic carbon
Slide 9: Current technologies face multiple challenges
9 Hazer Group Ltd – Investor Presentation, April 2023 Current technologies face multiple challenges For personal use only Hazer technology well positioned as a low-cost, low-emissions Hydrogen technology Existing Technologies Electrolysis on grid Steam Methane Reforming (SMR) Significant CO2 emissio
Slide 10: Unlocking the value of Hazer graphitic carbon
10 Hazer Group Ltd – Investor Presentation, April 2023 Unlocking the value of Hazer graphitic carbon For personal use only Unique graphitic material tailorable to different markets • Current focus is on high volume hard to abate Mitsui MOU sectors for early offtake – such as steel industry Hydrogen
Slide 11: "Plug-in" technology into existing industrial infrastructure
11 Hazer Group Ltd – Investor Presentation, April 2023 “Plug-in” technology into existing industrial infrastructure For personal use only End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost Decarbonise Feedstock Energy Hard to abate industry Chemi
Slide 12: Successful technology development & up-scaling
12 Hazer Group Ltd – Investor Presentation, April 2023 Successful technology development & up-scaling For personal use only Rapid development since company founding and advancing Tech Readiness Level (TRL) 25x (< 60kg/hr* continuous**) Scale-up (~<2 kg/hr* semi-continuous) Plant (~1Kg* batch) (<100g
Slide 13: Commercial Demonstration Plant: Confirming Scalability
13 Hazer Group Ltd – Investor Presentation, April 2023 Commercial Demonstration Plant: Confirming Scalability For personal use only 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 fee
Slide 14: Collaborating with leading energy companies in Canada
14 Hazer Group Ltd – Investor Presentation, April 2023 Collaborating with leading energy companies in Canada For personal use only Partnership with Suncor and Fortis to develop a 2,500tpa hydrogen facility in Burrard, Canada • Concurrently scaling up technology 25x from CDP • MOU signed in Feb 2022
Slide 15: Established presence in target markets
15 Hazer Group Ltd – Investor Presentation, April 2023 Established presence in target markets For personal use only EUROPE NORTH AMERICA • MOU with ENGIE to • MOU with Suncor and develop hydrogen FortisBC to develop 2,500 production facility in EU tpa Hazer facility in Canada ASIA • MOU with Mitsui
Slide 16: "Capex-lite" business model to enable early free-cashflow
16 Hazer Group Ltd – Investor Presentation, April 2023 “Capex-lite” business model to enable early free-cashflow For personal use only Hazer business plan premised on licensing and royalty revenues avoiding large-scale capex exposure “Capex-lite” Business Model • Competitive advantage as operating e
Slide 17: Key Activities
17 Hazer Group Ltd – Investor Presentation, April 2023 Key Activities For personal use only CY2023 CY2024 H1 H2 Q1 Commercial Demonstration Plant (100 tpa) Start-up and final commissioning Suncor & Fortis 2,500 tpa Burrard Plant FEED Studies in Canada and targeted FID Mitsui MOU Developing market fo
Slide 18: Hazer Group Ltd – Investor Relations Enquiries
For personal use only Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: hhowlett@we-worldwide.com