Dotz Nano Limited · ASX:DTZ
Dotz Nano — Investor Presentation (September 2024)
27 slides from Dotz Nano's investor presentation, September 2024
Slide 1: Nanotechnology Powering Industry and Environment
Capture the Future 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 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 ATTRACTIVE TARGETED MAR
Slide 4: Experienced leadership team with proven experience in leading growth and value
Experienced leadership team with proven experience in leading growth and value. 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 Shirley Shoshaney-Kleiner
Slide 5: Earth: CO2 Capture
DeTZ.EARTH Co, Capture
Slide 6: The need: Carbon capture plays pivotal role in energy transition
The need Carbon capture plays pivotal role in energy transition. 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 Buildings Transport Power I
Slide 7: Carbon capture capacity must grow more than 100x
A large and growing market Carbon capture capacity must grow more then 100x. 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: Early phase of booming market while market drivers support CCS
An urgent problem Early phase of booming market while market drivers support CCS market attractiveness. Pricing 40% of global emissions presently covered by EU Emissions Trading System pricing mechanism (Emissions Trading Systems, Carbon Taxes, or Tax Credits) 120 Carbon Price (USD/tCO2e) Incentives
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. High • Cost of sorbent • Selectivity • Energy intensive process Amine Liquid Zeolite • Thermal stability • Large facilities and equipment size Solvents • Resistance
Slide 10: Tuning sorbent, process & economics for low-carbon cement production
Tuning sorbent, process & economics to enable cost- efficient low-carbon cement production. Innovative porous structured Adjusting capture processes to sorbent sorbentsoffer high CO2 adsorption, high and targeted applications selectivity and low heat duty SORBENT PROCESS • Process simulations • Abil
Slide 11: Patented synthesis method for converting plastic waste into porous carbon sorbents
Superior technology Patented synthesis method for converting plastic waste into porous carbon sorbents. Plastic Waste Abundant, low-cost feedstock Pyrolysis is mature + process & scalable Valuable byproducts: Thermal Process Porous carbon Residual removal energy recycling & process cost reduction Na
Slide 12: Pore volume & distribution ideal for CO2 capture
Superior technology Pore volume & distribution ideal for CO2 capture. 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 and Dotz NPC pore volume
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. High CO2 adsorption capacity High selectivity Low moisture affinity Of CO2 over N2 Insensitiveness to humidity Facilitated by unique structure & surface area Resistance to impurities
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 20°C 40°C 60°C 90°C 120°C 150°C Commercial activated carbon* Commercial activated carbon* Commercial zeolite 16 Amount H2O ad
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 • In the moving bed process, the temperature swing is achieved by circulating the adsorbent through sections at dif
Slide 16: Process simulations resulted with preferable performance
Superior technology Process simulations resulted with preferable performance. 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 circulating kg/h 650 -45% 360 so
Slide 17: Lab-scale pilot demonstration corroborated validation and simulation results
Superior technology Lab-scale pilot demonstration corroborated validation and simulation results. • Moving bed rig run was operated with fixed operating conditions* simulating Waste-to-Energy flue gas conditions (Ambient adsorption temperature, fixed desorption temperature, sorbent solid flux flue g
Slide 18: Innovative sorbents demonstrate potential to drive down the cost of carbon capture
Superior technology A new era of innovative sorbents demonstrate potential to significantly drive down the cost of carbon capture . Average Cost of CO2 Capture, Transport and Storage TARGET PERFORMANCE Cement production Dotz’s target CRITERIA: Iron & Steel making Refineries Petrochemical production
Slide 19: Prioritized Target Industries
Clear growth pathway Prioritized Target Industries. Carbon Concertation 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 Processing Share in global emis
Slide 20: Highly scalable IP licensing model with multiple revenue streams
Clear growth pathway Highly scalable IP licensing model with multiple revenue streams. 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 applications License fee Tax
Slide 21: Technology development roadmap
Superior technology Technology development roadmap. 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 & operate a lab- pilot unit
Slide 22: Shield: In-product Authentication
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. Dotz solution benefits: In-field real-time Detection & measurement Compatible with a range of hosting materials VALIDOTZTM INSPECTM Simple, easy-to-use solution • Dozens of optical taggants •
Slide 24: Value proposition addressing established industry challenges
Superior technology Value proposition addressing established industry challenges. 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 are using a production a
Slide 25: Attractive and focused industrial markets with unmet need
Large and growing market Attractive and focused industrial markets1 with unmet need. • Stricter environmental and social regulations Crude & bulk oil • Increased losses due to counterfeiting and parallel markets • Product ownership validation Oil additives becomes common $900M+ • The need to connect
Slide 26: Investment Highlights
Investment Highlights VALIDATED PROPRIETARY TECHNOLOGIES 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 PARTNERSHIPS Development and co
Slide 27: Join our Journey
BWA Join our Journey