Slide 1: Port Jackson Securities Presentation
For personal use only Port Jackson Securities Presentation 26 July 2022 ASX:EXR
Slide 2: Gobi H2 Vision
Gobi H2 Vision For personal use only 1. 500,000 tonnes per 2. 27.5 TWh p.a. of renewable annum of H2 sales electrical energy generated Annual revenues of 6.3 GW of wind and solar US$Bs capacity Scale-able upwards 5 GW of electrolysers installed 3. 4.5M tonnes of coking coal replaced 4. US$Bs of inve
Slide 3: Company Overview
Company Overview For personal use only Elixir’s main asset is its 100% owned Nomgon IX Coal Bed Methane (CBM*) Production Sharing Contract (PSC) project in the South Gobi region of Mongolia Highly experienced CSG team – first mover in taking Australia’s leading skills to Mongolia Located on Mongolia
Slide 4: Capital Structure / Board; Highly experienced CSG team
Capital Structure / Board Highly experienced CSG team For personal use only Richard Cottee Non-Executive Chairman Capital Structure Current (pre-raise) Former Managing Director of CSG focused Queensland Gas Corporation (QGC), taking it from market cap of $20M to $5.7B No of Shares 892M Other former
Slide 5: Introduction – Hydrogen
Introduction – Hydrogen 101 For personal use only • Hydrogen (H2) is the most common element in the universe - but very rare as an element on Earth • Hydrogen is common as a constituent of molecules readily available on Earth such as water and methane • H2 can be obtained by separation processes fro
Slide 6: Introduction – the Colours of Hydrogen (H2)
Introduction – the Colours of Hydrogen (H2) For personal use only The 3 main ways to produce H2 GREEN GREY are illustrated: Electrolysis Gasification • In descending current cost BLUE • In ascending Steam pollution levels Net zero by 2050 targets are predicted to Most desired (but costly) How H2 is
Slide 7: Predicted Hydrogen Uses
Predicted Hydrogen Uses For personal use only Inner Mongolian Steel Mills are an excellent Inevitable target market for Mongolian H2 Fertiliser | Food industry | Methanol | Hydrocracking | Desulphurisation Long-haul aviation | Shipping | Steel | Chemical feedstock | Seasonal power shortage Medium-ha
Slide 8: Chinese H2 Market Opportunities
Chinese H2 Market Opportunities For personal use only • Elixir’s key strategic rationale for exploring for CH4 in Mongolia is the locational advantage that gives in supplying the World’s largest energy importer to its South • Bloomberg New Energy Finance concluded that China’s population size and ge
Slide 9: Gobi H2's advantageous location
Gobi H2’s advantageous location For personal use only Large steel mills 9
Slide 10: Hydrogen Delivery Costs
Hydrogen Delivery Costs For personal use only • Around 2/3 of the cost of Cost of gas-to-gas hydrogen transportation, including conversion and reconversion - 2030s producing green H2 are For hydrogen production of ~15PJ/year the cost of renewables • Shipping H2 by boat costs multiples (~$20/GJ) of s
Slide 11: Gobi H2 Project
Gobi H2 Project For personal use only • Mongolia combines: MOU with Govt • Exceptional renewable resources • A H2 market that can be Pilot feasibility reached by pipeline not boat study underway • These advantages make Gobi H2 a potential Tier One Targeting e.g. globally green hydrogen export Chines
Slide 12: Complementary Capabilities
Complementary Capabilities For personal use only • Elixir’s natural gas related operations in Mongolia require: • Good relationships with multiple levels of Government • Ongoing effective engagement with different energy related Ministries and regulators • Ensuring local Government bodies and their
Slide 13: Water supplies
Water supplies For personal use only • Water is the key physical feedstock for green H2 • However, water costs are a trivial part of overall green H2 production costs • The physical volumes of water required are much less than for other industrial processes already present (or planned) in the Gobi r
Slide 14: Sodar
Sodar For personal use only • In 2021 Elixir imported Australian built Sodar equipment into Mongolia to measure wind and solar resources to bankable standards • The Sodar has been deployed to the South Gobi – strong wind resources measured to date (~ one year’s data obtained) • Solar equipment more
Slide 15: Pilot Project
Pilot Project For personal use only • Gobi H2 will develop a pilot project in the medium term • The pilot will serve to demonstrate viability and create confidence with multiple stakeholders: customers, policy makers, financiers, potential partners, local communities, etc • Seaborne H2 export projec
Slide 16: Partnering
Partnering For personal use only • Elixir is a small (but nimble) ASX listed company that has been developing the Gobi H2 project – the first of its kind in Mongolia • Elixir recently signed a MOU with SB Energy (SBE) – a wholly owned subsidiary of Japan’s SoftBank Group – under which both parties w
Slide 17: Summary
Summary For personal use only 1. Most credible international 2. Hydrogen is not a fuel existing on 3. Itintrinsically is therefore more 4. The physical nature of hydrogen means that it is energy experts now Earth as an expensive than the very expensive to ship long see hydrogen as element – rather p
Slide 18: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providin
Slide 19: Investors & Media
For personal use only INVESTORS & MEDIA Neil Young Managing Director info@elixirenergy.net.au Phone +61 8 7079 5610 www.elixirenergy.net.au www.elixirenergy.net.au