Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Investor Presentation (August 2008)
21 slides from Synthesis Energy Systems's investor presentation, Aug 5, 2008
Slide 1: Synthesis Energy Systems: Cleanly Unlocking the Value of Coal
h—T— | SYNTHESIS ENERGY SYSTEMS August 2008 Cleanly Unlocking the Value of Coal
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), All statements, other than s
Slide 3: SES — A Global Industrial Gasification Company
SES — A Global Industrial Gasification Company Our business is to build, own and operate gasification plants in China, the U.S. and ultimately worldwide: > Pure-play gasification company with first mover advantage > Demonstrated ability to implement unique technology with first project complete and
Slide 4: Overview of the Gasification Process
Overview of the Gasification Process Gasification is a proven process that converts solid hydrocarbon fuels into synthesis gas (“syngas”), which can be used to produce valuable ehemical and motor fuel products. Creates a capturable CO,stream Syngas (CO, Hydrogen) Gasifier Limits production of regula
Slide 5: History and Milestones
History and Milestones uly 2006: SEScige JVageenent ‘thie FuaCoal Cherri Co. Jamuary 2003: SES coquites rights or . U-GAS® techrology Peseaties s262 license from Gasification = ‘Technology Irstitute (GTI) May 2006: Board appoints June 2007: Tima CEO and ‘Golden orp Ses April 2008: SESand CONSOL Enen
Slide 6: Our Global Presence
Our Global Presence Golden Concord Inner Mongolia CONSOL (under construction) West Virginia (under development] Chinese |— Headquarters shanghai Hai Hua a 5 Zaozhuang City (operating) u— Corporate YIMA Headquarters Henan Province Houston, Texas (under development] Hai Hua Gasification Plant Location
Slide 7: Investment Highlights — Leading the Next Wave of Gasification
Investment Highlights — Leading the Next Wave of Gasification > Only publicly traded, pure-play gasification company First plant generating syngas sales, one under construction and two in advanced development ¥ Ability to produce multiple end-products including transportation fuels, fertilizers and
Slide 8: U-GAS® — A True Technology Advantage
U-GAS® — A True Technology Advantage > Developed by the Gas Technology Institute over the past 30 years Proven Technology > SES possesses significant proprietary “know-how” and engineering capabilities and continues to improve on the technology (6 patents pending) > Exclusive global license to manuf
Slide 9: Coal Provides an Attractive Cost Advantage Over Other Energy Commodities
Coal Provides an Attractive Cost Advantage Over Other Energy Commodities ices $30 ——Gasdine ——Natural Gas —Low Rank Ceal Gasoline $5.66 tes feo B EB ous e NatGas 8 Suze fio ts Coal ‘ a a7 Jun-g8 Jun-g9 Jun-o9 Jun-o1 Jun-oz Jun-o3 Jun-og Jun-og Jun-o6 Jun-o7 Jun-o8 Saarce: Blocrberg, Pounder River Ba
Slide 10: Today’s Energy Pathways
Today’s Energy Pathways Current Situation Gasification Alternatives Crude $1.55 /mbtw' Lnnits production of Biomass regulated erisions (G0,,NO, ani paticuzies) + assuming $125 /oblands Sm mbm por bane 2 assuming PRE (G80) coal Petroleum refining Syngas (CO, Hydrogen) Methanol as a gasoline substitut
Slide 11: Our Strategy: Build, Own and Operate U-GAS® Facilities
Our Strategy: Build, Own and Operate U-GAS® Facilities _
Slide 12: Our Focus: The U.S. and China
Our Focus: The U.S. and China ® Coalreserves(tonnes) & Oilreserves (Bbl) ¢ Strong long-term demand for domestically produced energy and chemical feedstocks ¢ Shortage of domestic oil & gas energy resources ¢ Political and regulatory commitment to clean coal technologies e “China” advantage - faster
Slide 13: Carbon Management is a Part of SES’s Long-Term Strategy
Carbon Management is a Part of SES’s Long-Term Strategy Ressia canada | | Biunpe AE 130 7 \s:0 Le usa ° ‘sia Pacific (exc. China) 3.708 = ( oo 1s Africa a ‘central & <_. South Anerica =f 30 lll 20 lm Carbon dioxidestorage capacity (bn tonnes) = Proved coal reserves (bn tonnes) SES’s plants are desig
Slide 14: Hai Hua Joint Venture
Hai Hua Joint Venture HAI HUA PROJECT Location Zaozhuang City, China Capacity 300 tonnes/day of coal (25 MW equivalent) Product Syngas Design Output 28,000 scm/hr Build Cost $36 million Financing Industrial and Commercial Source Bank of China (ICBC) Term Loan $12 million Groundbreaking Q4 2006 Commi
Slide 15: Hai Hua: One-Year Construction Cycle
Hai Hua: One-Year Construction Cycle Oct ‘06 Dec ‘06 Feb ‘07 May ‘07 Oct ‘07 Feb ‘08 Constructio n Complete Major GO Equipment Installed Civil Engineering Complete Ground- Breaking Government Approvals Received
Slide 16: Golden Concord Joint Venture
Golden Concord Joint Venture GOLDEN CONCORD PROJECT Location Inner Mongolia, China Capacity 1,200 tonnes/day of coal (Goo MW equivalent) Product Methanol/DME Design Output 225,000 tons/year of methanol (45mm gallons/year gasoline equivalent) Expected Cost $110 - $130 million Financing Approx. 50% de
Slide 17: Yima Joint Venture
Yima Joint Venture YIMA PROJECT — PHASE I Location Henan Province, China Capacity 2,000 tonnes/day of coal (200 MW equivalent) Product Methanol/DME Design Output 500,000 tons/year of methanol Goomm gallons/year gasoline equivalent) Expected Cost $250 - $350 million Financing Partner provided Br antb
Slide 18: CONSOL Joint Venture
CONSOL Joint Venture CONSOL PROJECT Location West Virgina, U.S. Capacity 2,000 tonnes/day of coal (200 MW equivalent) Product Methanol and Gasoline* Design Output 720,000 metric tons/year of methanol (~100mm gallons/year 87 octane gasoline) Expected Cost Approx. $800 million Financing Under Negotiat
Slide 19: Financial Summary
Financial Summary NASDAQ: SYMX Date of Listing November 1, 2007 Shares Outstanding (Fully Diluted) Approximately 48 million shares 52-Week Range $5.05 - $15.92 Average Daily Volume (3-month) 235,000 shares Equity Offerings June 2008 $100 million at $9.25 per share November 2007 $54 million at $9.00
Slide 20: Investment Highlights — Leading the Next Wave of Gasification
Investment Highlights — Leading the Next Wave of Gasification > Only publicly traded, pure-play gasification company First plant generating syngas sales, one under construction and two in advanced development ¥ Ability to produce multiple end-products including transportation fuels, fertilizers and
Slide 21: Synthesis Energy Systems: Cleanly Unlocking the Value of Coal
h—T— | SYNTHESIS ENERGY SYSTEMS August 2008 Cleanly Unlocking the Value of Coal
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