Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Investor Presentation (March 2014)
15 slides from Synthesis Energy Systems's investor presentation, Mar 11, 2014
Slide 1: Corporate Overview March 2014: Unlocking Value Through Transformative Clean Energy Technology
CORPORATE OVERVIEW March 2014 Synthesis Energy Systems, Inc. UNLOCKING VALUE Through TRANSFORMATIVE CLEAN ENERGY TECHNOLOGY NASDAQ: SYMX www.synthesisenergy.com
Slide 2: Forward-Looking Statements
Forward - Looking Statements Forward - looking statements are subject to certain risks, trends and uncertainties that could cause actual results to differ materially from those projected . Among those risks, trends and uncertainties are the development stage of our operations ; the ability of the ZZ
Slide 3: SES Gasification Technology
SES Gasification Technology CO 2 CAPTURE CAPABLE LOW GRADE COAL BIOMASS SYNGAS PROCESSING SYNTHESIS GAS (CO+ H 2 ) SULFUR ASH NATURAL GAS FUELS DRI STEEL POWER CHEMICALS FERTILIZERS $1.50/MMBTU Typical Feedstock Input Cost SES VALUE ADDITION $4 - 8 MMBTU vs. $12 - 17 MMBTU Crude O il/LNG HIGH - VALU
Slide 4: SES Delivers Value Through Low-Cost Resources
SES Delivers Value T hrough Low - Cost Resources 4 Source: World Bank $100/BBL CRUDE $100/BBL CRUDE • SES Gasification Technology Advantage • Unique ability to cleanly convert low - cost, indigenous feedstock – including 50% of world’s coal: low - quality, close - to - surface lignite, or brown, coa
Slide 5: Operational SES Gasification Technology JV Plants
Operational SES Gasification Technology JV Plants ZZ PLANT - Zao Zhuang New Gas Company 97% SES Ownership, 2 SES Gasifiers • JV with Xuecheng Energy ( 97% SES / 3% XE ) • Projected to generate $30 MM/YR, based on current prevailing methanol prices in China • SES resumed operations November 1, 2013 u
Slide 6: Global Energy Market/Macroeconomics
Global Energy Market/Macroeconomics 6 LOW - COST ALTERNATIVE TO LNG AND OIL IN LARGE MARKET VERTICALS METHANOL AMMONIA Highly complex, massive industrial commodity markets with growth tied to GDP, including: methanol, olefins, and glycols . Economic alternative to current natural gas Next - generati
Slide 7: SES: Globally Competitive Economics
SES: Globally Competitive Economics 7 $3.40 $15.00 LNG MKT (ASIAN SPOT) COST PER MMBTU COST PER GALLON $1.19 $2.91 US PRICE (WHOLESALE) GASOLINE FROM OIL @ $100/BBL $185 $123 METHANOL AMMONIA COST PER TONNE ASIAN MKT $425/MT ASIAN MKT $350/MT LARGE VALUE POTENTIAL PER PROJECT SNG - $ 10.11B METHANOL
Slide 8: Synthesis Energy Systems, Inc. Overview
Synthesis Energy Systems, Inc. Overview 8 • Premiere Gasification Technology • Industry leading range of low - quality coal, coal waste, biomass, and wastes • Unique and efficient performance • Environmentally clean • Multi - decade development and deployment of technology • High barrier to entry wi
Slide 9: SES Platform for Growth: Market Vertical Partnerships
SES Platform for Growth: Market Vertical Partnerships 9 • POWER • SES and GE jointly marketing a small - to medium - scale power plant product • 50 - 200 MW power generation units combining SES Gasification Technology with GE’s aeroderivative gas turbines • Scalable and replicable/modular, year - ov
Slide 10: 2014 Power: Co-Marketing Partner with GE
2014 POWER: Co - Marketing Partner with GE 10 • Distributed Power in Developing Regions • Co - marketing partner: General Electric’s Packaged Power division • SES Gasification T echnology ideally suited for GE’s fuel - flexible LM2500+G4 aeroderivative gas turbines • Regional Collaborators: Istroene
Slide 11: 2014 China: ZCM-SES Sino-U.S. Clean Energy Technologies Ltd.
2014 CHINA: ZCM - SES Sino - U.S. Clean Energy Technologies Ltd. 11 • Partner: Zhangjiagang Chemical Machinery Company (ZCM) • One of China’s largest and most respected coal - chemical equipment manufacturers • RMB 5 billion market cap, l ast year sales est. RMB 1.8 billion, 3,000+ employees, public
Slide 12: SES: Strengths and Value Drivers
SES: Strengths and Value Drivers • World’s Premiere Technology To Convert Low - Value Feedstock Into High Value Products • Unmatched, Commercially Proven , Clean Energy Technology with Superior Economics • Massive Market Opportunities and Need/Demand Around the World, Especially in Developing Countr
Slide 13: Appendix
Appendix 13 • Management 13
Slide 14: Management
Management 14 • Robert W. Rigdon , President and Chief Executive Officer • Steered GE’s gasification business in multiple capacities including Manager of Gasification Engineering, Director of IGCC Commercialization and Director of Gasification Industrials and Chemicals Business, 2004 - 2008 • 23 - y
Slide 15: Management
Management 15 • Kevin Kelly, Chief Accounting Officer, Controller and Secretary • A Certified Public Accountant, who has held controllership and treasury management positions with a variety of publicly traded companies, most recently with W - H Energy Services before joining SES in 2008 • B.A., Acco
Synthesis Energy Systems — Investor Presentation (March 2014) on 6ix