Dotz Nano Limited · ASX:DTZ
Dotz Nano — Investor Presentation (September 2024)
28 slides from Dotz Nano's investor presentation, Sep 25, 2024
Slide 1: Capture the Future: Nanotechnology Powering Industry and Environment
Capture the Future For personal use only Nanotechnology Powering Industry and Environment Dotz Nano Limited [ASX:DTZ] Corporate Deck September 2024
Slide 2: Disclaimer and Important Notice
Disclaimer and Important Notice. This Presentation has been prepared by Dotz Nano Limited ACN 125 264 575 (Dotz Nano or the Company) and is general background information about the Company’s activities as at the date of this Presentation. The information is given in summary form and does not purport
Slide 3: Dotz at a Glance
Dotz at a Glance. EARTH SHIELD VALIDATED PROPRIETARY TECHNOLOGIES For personal use only Patent protected, superior nanotechnology for cost-effective, wide-scale CO2 capture Carbon Capture In-product Authentication Validated commercial technology for in-product authentication Development Commercial A
Slide 4: Experienced leadership team with proven experience in leading growth and value
Experienced leadership team with proven experience in leading growth and value. For personal use only EXECUTIVE TEAM BOARD OF DIRECTORS Sharon Malka Michael Shtein, Ph.D. Bernie Brookes Doron Eldar CEO Founder, CTO Chairman Director Kerry Harpaz Glenn Kelly Mitchell Board Liat Bar Ziv Alperovitz Shi
Slide 5: CO2 Capture
For personal use only CO2 Capture EARTH
Slide 6: The need: Carbon capture plays pivotal role in energy transition
The need Carbon capture plays pivotal role in energy transition. For personal use only 1 2 3 CO2 Fossil Fuel Energy combustion concentration increase Remains a key energy source & industrial processes from fossil fuel account for ~65% of global CO2 emissions Annual CO2 emission breakdown Other Build
Slide 7: A large and growing market
A large and growing market Carbon capture capacity must grow more then 100x. For personal use only Carbon capture capacity by sector in the IEA sustainable development scenario 2050 5,635Mtpa 2030 1,200Mtpa 2020 40Mtpa Source: International Energy Association 7
Slide 8: An urgent problem: early phase of booming market
An urgent problem Early phase of booming market while market drivers support CCS market attractiveness. Pricing For personal use only 40% of global emissions presently covered by EU Emissions Trading System pricing mechanism (Emissions Trading Systems, Carbon Taxes, or Tax Credits) 120 Carbon Price
Slide 9: Nanoporous carbon sorbent ideal for carbon capture
Superior technology Energy efficiency, resistance to degradation and low cost, make nanoporous carbon sorbent ideal for carbon capture. For personal use only High • Cost of sorbent • Selectivity • Energy intensive process Amine Liquid Zeolite • Thermal stability • Large facilities and equipment size
Slide 10: Tuning sorbent, process & economics for low-carbon cement production
Tuning sorbent, process & economics to enable cost- efficient low-carbon cement production. For personal use only Innovative porous structured Adjusting capture processes to sorbent sorbentsoffer high CO2 adsorption, high and targeted applications selectivity and low heat duty SORBENT PROCESS • Proc
Slide 11: Patented synthesis method converting plastic waste into porous carbon sorbents
Superior technology Patented synthesis method for converting plastic waste into porous carbon sorbents. For personal use only Plastic Waste Abundant, low-cost feedstock Pyrolysis is mature + process & scalable Valuable byproducts: Thermal Process Porous carbon Residual removal energy recycling & pro
Slide 12: Pore volume & distribution ideal for CO2 capture
Superior technology Pore volume & distribution ideal for CO2 capture. For personal use only Dotz’s innovative nano-porous sorbents have high volume of fine micropores that are responsible for the physical adsorption of CO2 and with a very high surface area Commercial Activated Carbon* pore volume an
Slide 13: A new era of sorbents powered by nanotechnology
Superior technology A new era of sorbents powered by nanotechnology enabling wide-scale, cost effective CO2 capture. For personal use only High CO2 adsorption capacity High selectivity Low moisture affinity Of CO2 over N2 Insensitiveness to humidity Facilitated by unique structure & surface area Res
Slide 14: Validation testing demonstrated enhanced properties
Superior technology Validation testing demonstrated enhanced properties. Dotz’s nano-porous carbon sorbent Dotz’s nano-porous carbon sorbent Dotz’s nano-porous carbon sorbent For personal use only 20°C 40°C 60°C 90°C 120°C 150°C Commercial activated carbon* Commercial activated carbon* Commercial ze
Slide 15: CO2 capture technology: low-pressure drops & fast heating
Superior technology CO2 capture technology: low-pressure drops & fast heating. • Moving bed temperature swing adsorption (MBTSA) is a proprietary post-combustion CO2 capture technology For personal use only • In the moving bed process, the temperature swing is achieved by circulating the adsorbent t
Slide 16: Process simulations resulted with preferable performance
Superior technology Process simulations resulted with preferable performance. For personal use only Process simulation performed on SINTEF’s Moving Bed Temperature Swing system (Waste-to-Energy scenario) Process performance and main operating conditions Comm. AC Dotz NPC WtE WtE Amount of circulatin
Slide 17: Lab-scale pilot demonstration corroborated validation and simulation results
Superior technology Lab-scale pilot demonstration corroborated validation and simulation results. For personal use only • Moving bed rig run was operated with fixed operating conditions* simulating Waste-to-Energy flue gas conditions (Ambient adsorption temperature, fixed desorption temperature, sor
Slide 18: Innovative sorbents demonstrate potential to drive down cost of carbon capture
Superior technology A new era of innovative sorbents demonstrate potential to significantly drive down the cost of carbon capture . For personal use only Average Cost of CO2 Capture, Transport and Storage TARGET PERFORMANCE Cement production Dotz’s target CRITERIA: Iron & Steel making Refineries Pet
Slide 19: Clear growth pathway: Prioritized Target Industries
Clear growth pathway Prioritized Target Industries. Carbon Concertation For personal use only Prioritized Target Segments 0.04% <15% 15%-35% +80% Ambient Air Caol & Natural Gas Chemical Plants, Ammonia, Ethanol & Power Plants Steel, Cement Mills Natural Gas Iron & Steel Cement & Refineries Processin
Slide 20: Highly scalable IP licensing model with multiple revenue streams
Clear growth pathway Highly scalable IP licensing model with multiple revenue streams. For personal use only IP licensing model Illustrative revenue potential Engineering Capacity 100 TPD = 300 TPD = 1,000 TPD = IP Customer 35 kTPA 100kTPA 350kTPA Partner Partner Industrial emitter developed applica
Slide 21: Technology development roadmap
Superior technology Technology development roadmap. For personal use only 2024 TRL 3 – lab validation 2025 TRL 4-5 – lab demonstration 2026 TRL 6 – field demonstration 2028 TRL 7 – field demonstration Bench-scale demo lab-scale pilot unit Small-scale modular Industrial pilot unit Design, build & ope
Slide 22: SHIELD: In-product Authentication
For personal use only SHIELD In-product Authentication
Slide 23: Advanced and validated authentication solutions for anti-counterfeiting and monitoring
Superior technology Advanced and validated authentication solutions for anti- counterfeiting and monitoring. For personal use only Dotz solution benefits: In-field real-time Detection & measurement Compatible with a range of hosting materials VALIDOTZTM INSPECTM Simple, easy-to-use solution • Dozens
Slide 24: Value proposition addressing established industry challenges
Superior technology Value proposition addressing established industry challenges. For personal use only Anti-counterfeiting & Product liability & Quality Assurance anti-alteration anti-dilution (QA) Authenticating bulk Providing insight into how A tool to monitor product in a robust way customers ar
Slide 25: Attractive and focused industrial markets with unmet need
Large and growing market Attractive and focused industrial markets1 with unmet need. For personal use only • Stricter environmental and social regulations Crude & bulk oil • Increased losses due to counterfeiting and parallel markets • Product ownership validation Oil additives becomes common $900M+
Slide 26: Investment Highlights
Investment Highlights VALIDATED PROPRIETARY TECHNOLOGIES For personal use only Patent protected, superior nanotechnology for cost-effective, wide-scale CO2 capture Validated commercial technology for in-product authentication ATTRACTIVE TARGETED MARKETS Early phase booming market STRATEGIC PARTNERSH
Slide 27: Join our Journey
For personal use only Join our Journey 27
Slide 28: Simple, straightforward and modular process facilitates lower cost of capture
Superior technology Simple, straightforward and modular process facilitates lower cost of capture and easy integration. A pure stream of CO2 is 6 For personal use only compressed & liquified, then transported via pipeline to be safely 1 CO2 clean flue gas is stored or used. CO2 rich flue gas leaves