Hazer Group Ltd. · ASX:HZR
Hazer — Shareholder Meeting (November 2022)
21 slides from Hazer's shareholder meeting presentation, Nov 24, 2022
Slide 1: 2022 AGM Chairman's Address & CEO Presentation
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 2022 AGM CHAIRMAN’S ADDRESS & CEO PRESENTATION PERTH, AUSTRALIA; 24 NOVEMBER 2022: Hazer Group Limited (“Hazer” or “the Company”) (ASX: HZR) is pleased to provide the following Chai
Slide 2: Chairman's Address (continued) and Forward Looking Statements
I look forward to sharing more exciting news on the business development front in the future, such as our recently announced non-binding MOU with Mitsui to jointly explore potential customers, applications and partners in Asia, Oceania, Northern America, Europe, and the Middle East to establish the
Slide 3: Hazer Group Limited - Social Media Policy
Hazer Group Limited - Social Media Policy Hazer Group Limited is committed to communicating with the investment community through all available channels. Whilst ASX remains the prime channel for market sensitive news, investors and other interested parties are encouraged to follow Hazer on Twitter (
Slide 4: Hazer Group Ltd: Clean hydrogen technology to decarbonise the world
ASX:HZR Hazer Group Ltd Clean hydrogen technology to decarbonise the world AGM Presentation November 2022
Slide 5: Disclaimer
2 Hazer Group Ltd – AGM Presentation, November 2022 Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the To the maximum extent permitted by law, Hazer and its related bodies corporate, Company”) directors, officers, employees, advisers and agen
Slide 6: Investment Highlights
3 Hazer Group Ltd – AGM Presentation, November 2022 Investment Highlights A disruptive and world- first hydrogen production Commercial Demonstration Rapidly growing demand for A low emission hydrogen technology well hydrogen in a US$12 trillion technology with strong Plant de-risking technology posi
Slide 7: 2022: A solid platform for growth
4 Hazer Group Ltd – AGM Presentation, November 2022 2022: A solid platform for growth 2022 Hazer Group Highlights • Technology development strategy aligned with growth in hydrogen market • Construction and first-phase commissioning complete at 100tpa Hydrogen Commercial Demonstration Plant (CDP) at
Slide 8: Building a leading position in a rapidly growing market
5 Hazer Group Ltd – AGM Presentation, November 2022 Building a leading position in a rapidly growing market 200 Current Electrolysis – dedicated renewables market 500 MTPA Electrolysis – grid connected ~95 MTPA in 2050*1 Addressable Market 100 for Hazer SMR + CCS SMR + Coal Gasification 2020 2030 20
Slide 9: Clean H2 technology with strong competitive advantage
6 Hazer Group Ltd – AGM Presentation, November 2022 Clean H2 technology with strong competitive advantage Innovative low emission methane pyrolysis technology designed to produce clean hydrogen and graphitic carbon. Existing Technologies Steam Methane Reforming (SMR) CH4 + 2H2O CO2 + 4H2 Significant
Slide 10: Technology upscaling
7 Hazer Group Ltd – AGM Presentation, November 2022 Technology upscaling… Rapid development since company founding. (< 60kg/hr* continuous) (~<2 kg/hr* semi-continuous) (~1 Kg* batch) (<100g* batch) (<1g* batch) 2007–2013 2016–present 2017 2017–2021 2022 Bench scale testing Scaled up bench Bench sca
Slide 11: …and clear commercial pathway
8 Hazer Group Ltd – AGM Presentation, November 2022 …and clear commercial pathway 100tpa Hazer Commercial Demonstration Plant 2,500tpa Burrard-Hazer Hydrogen Project Canada 25x May 2020 2023 Feb 2022 May 2022 2025 ARENA funded (A$9.4m) using First hydrogen targeted MOU with Suncor / Fortis Hatch app
Slide 12: Establishing a presence in target markets
9 Hazer Group Ltd – AGM Presentation, November 2022 Establishing a presence in target markets EUROPE • MOU signed with ENGIE to assess feasibility of hydrogen production facility in France. NORTH AMERICA Asia • MOU signed in Feb 2022 with Suncor • Non-Binding MOU and FortisBC. signed with Mitsui • D
Slide 13: Commercial Demonstration Plant: Confirming Scalability
10 Hazer Group Ltd – AGM Presentation, November 2022 Commercial Demonstration Plant: Confirming Scalability The first fully-integrated demonstration plant of the Hazer Process. Project Summary o 100 tpa H2 and ~380 tpa graphitic carbon o Carbon negative process with biogas feedstock • Construction &
Slide 14: Collaborating with leading energy companies in Canada
11 Hazer Group Ltd – AGM Presentation, November 2022 Collaborating with leading energy companies in Canada Burrard-Hazer H2 Plant: Partnership with Suncor and Fortis to develop a 2,500tpa hydrogen facility in Burrard, BC Canada. • Concurrently scaling up technology 25x from CDP • MOU signed in Feb 2
Slide 15: Unlocking the value of our graphite
12 Hazer Group Ltd – AGM Presentation, November 2022 Unlocking the value of our graphite JAPAN Hydrogen & Decarbonisation Strategy • Mitsui & Co are a leading international trading and investment group based in Japan. Committed to net zero carbon by 2050, • MOU signed with Mitsui to jointly includin
Slide 16: Targeted Research & Development Program
13 Hazer Group Ltd – AGM Presentation, November 2022 Targeted Research & Development Program Strengthen IP and expediting technology development timeline. Hazer Process Development Hazer Carbon Development Hazer Catalyst Development • Development of Hazer Process • Development of carbon markets • Un
Slide 17: 4 patent families across 24 jurisdictions
14 Hazer Group Ltd – AGM Presentation, November 2022 4 patent families across 24 jurisdictions 64% of the Hazer portfolio is now accepted or granted in line with expectations. *Key Jurisdictions include: Australia, Canada, China, Granted Pending Europe, Japan, Korea and USA
Slide 18: Corporate Overview
15 Hazer Group Ltd – AGM Presentation, November 2022 Corporate Overview HZR:ASX Share Price History close Shareholder Breakdown 6.83% 5.16% Board and HZR: ASX Share Price History Management 0.90 AP Ventures* 0.80 Other 86.70% 0.70 *AP Ventures largest shareholder 0.60 0.50 Capital Structure as at 22
Slide 19: Experienced Management Team
16 Hazer Group Ltd – AGM Presentation, November 2022 Experienced Management Team Highly experienced team with engineering, technical, marketing and corporate expertise. Glenn Corrie – CEO Dr Andrew Cornejo – Co-Founder & CTO • 25 years of international energy industry, private equity and investment
Slide 20: Independent Board of Directors
17 Hazer Group Ltd – AGM Presentation, November 2022 Independent Board of Directors Commercial, Technical, Contract and Regulatory expertise. Tim Goldsmith - Chairman Danielle Lee – Non-Executive Director • Corporate lawyer with more than 25 years experience • Over 20 years as Partner with global pr
Slide 21: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: anah@we-worldwide.com