Parkway Corporate Limited · ASX:PWN
Parkway Corporate — Shareholder Meeting (November 2022)
32 slides from Parkway Corporate's shareholder meeting presentation, Nov 29, 2022
Slide 1: 2022 Annual General Meeting
2022 Annual General Meeting 29 November 2022 Bahay Ozcakmak ASX: PWN | pwnps.com Group Managing Director & CEO
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements Completeness and Accuracy of Information This presentation may contain forward-looking statements. The No representation or warranty is made as to the accuracy, completeness or correctness words “continue”, “expect”, “forecast”, “potential” and other of the info
Slide 3: Our Mission
Our Mission “ Building an advanced industrial water treatment technology company. ASX: PWN | AGM Presentation | 29 November 2022 www. pwnps.com | 3
Slide 4: Presentation Outline
Presentation Outline Key Topics Company Website § Corporate Overview § Key Addressable Markets § CY2022 – A Year of Growth & Transformation § Parkway Group Structure § PPS – Integrated Solution Provider § Building Capabilities – Generating Traction § The Problem – Legacy of Extractive Industries § P
Slide 5: Corporate Overview
Corporate Overview Capital Structure Current Experienced Team Ordinary Shares (PWN) on issue 2,213,280,446 § Strong corporate, strategic, M&A, industrial and technology experience. 12-month Trading Range $0.007 - $0.014 § Highly focused team methodically executing corporate strategy. Market Capitali
Slide 6: Key Addressable Markets
Key Addressable Markets Key Markets Mining & Energy Industrial Wastewater Municipal & Desalination § Wastewater treatment opportunities § < 10% of wastewater currently recycled § Large and growing global markets § Limited access to freshwater is § Access to freshwater is becoming § Wastewater storag
Slide 7: CY2022 – A Year of Growth & Transformation
CY2022 – A Year of Growth & Transformation Overview § CY2022 has been a transformational year for Parkway. 3 200+ Business Divisions Commercial Customers Capability Development PPS, PPT, PV Inc global mining & energy companies § Achieved triple ISO accreditation (ISO9001, 14001 & 45001). § Achieved
Slide 8: Parkway Group Structure
Parkway Group Structure Parkway Process Solutions (PPS) Parkway Corporate Limited (PCL) – Group Overview § PPS –provides water treatment products, services, and when combined, water treatment solutions. Parkway Corporate Limited § The establishment of PPS is supporting the ABN: 62 147 346 334 growth
Slide 9: Integrated Solutions
Integrated Solutions “ We are developing a range of integrated water treatment solutions, as a platform for our innovative technologies. ASX: PWN | AGM Presentation | 29 November 2022 www. pwnps.com | 9
Slide 10: PPS – Building an Integrated Solution Provider
PPS – Building an Integrated Solution Provider Complex Wastewater Challenges Building Parkway Process Solutions (PPS) § Traditionally seen to be “too difficult” because: § Water prices were cheap, if not free, why recycle? § Disposal requirements were modest, if not non-existent. § Stakeholder conce
Slide 11: PPS – Delivering Integrated Solutions
PPS – Delivering Integrated Solutions PPS Delivering Solutions Recent Case-Study § PPS is successfully delivering a range of integrated solutions. § Client: Major global mining company. § Project: Large operating mine, is a key global producer of a PPS Rapidly Building Capabilities & Offering commod
Slide 12: Building Capabilities – Generating Traction
Building Capabilities – Generating Traction Generating Traction Energy Clients: § Parkway has developed capabilities to successfully deliver a § Leading global energy companies. range of innovative solutions for tier-1 global companies. § Parkway has rapidly established a reputable client base. ISO
Slide 13: Addressing Global Challenges
Addressing Global Challenges “ Globally significant wastewater challenges, particularly impacting extractive industries. ASX: PWN | AGM Presentation | 29 November 2022 www. pwnps.com | 13
Slide 14: Legacy of Extractive Industries – Mining
Legacy of Extractive Industries – Mining Degraded environment including acid & metalliferous drainage (AMD). ASX: PWN | AGM Presentation | 29 November 2022 www. pwnps.com | 14
Slide 15: Legacy of Extractive Industries – Energy
Legacy of Extractive Industries – Energy Degraded environment from oil production in Northern Alberta, Canada. https://www.nationalobserver.com/2021/10/18/news/enviro-groups-want-feds-step-after-report-reveals-albertas-tailings-ponds Waste brine ponds from coal seam gas production in Queensland, Aus
Slide 16: Time for Action
Time for Action “ True sustainability is not possible, without sustainable water and wastewater management. ASX: PWN | AGM Presentation | 29 November 2022 www. pwnps.com | 16
Slide 17: Technology Based Solutions
Technology Based Solutions “ Next-Generation Technologies provide an opportunity to solve these problems, sustainably. ASX: PWN | AGM Presentation | 29 November 2022 www. pwnps.com | 17
Slide 18: PPT – Developing Process Technology Solutions
PPT – Developing Process Technology Solutions Cracking the Process Technology Code § We are focused on developing industry-wide solutions (large markets) for some of the most difficult (complex and expensive) wastewater related problems facing extractive industries, such as oil & gas, and mining, gl
Slide 19: PPT – Proprietary Technologies from Parkway
PPT – Proprietary Technologies from Parkway Overview Integrated Solutions § Parkway owns a portfolio of proprietary (including patented) § Parkway offers both industry standard (conventional) and next- wastewater treatment related technologies. generation (PPT) technologies including integrated offe
Slide 20: PPT – Industrial Technology Commercialisation
PPT – Industrial Technology Commercialisation State-of-the-Art Technology Platform § Technology platform specifically developed for commercialising innovative wastewater related process technologies, globally. § Established strategic partnerships with world-class partners, underpin the strength of t
Slide 21: Coal Seam Gas Brine Challenges in QLD
PPT ADDRESSABLE MARKET - CSG Coal Seam Gas (CSG) Brine Challenges in QLD CSG Related Wastewater Challenges § Coal seam gas (CSG) operations in Queensland currently produce 55,000,000,000 litres of associated water, annually. § Concentrated brines derived from the treatment of associated water, conta
Slide 22: Additional Oil & Gas Related Opportunities
PPT ADDRESSABLE MARKET - CSG Additional Oil & Gas Related Opportunities Additional Australian Gas Field Wastewater Challenges § Outside the portfolio of existing CSG operations in Queensland, there a number of both conventional and unconventional oil and gas projects across Australia facing similarl
Slide 23: PPT has Successfully Cracked the CSG Brine Code
PPT PPTADDRESSABLE - ADDRESSABLE MARKET MARKET - CSG PPT has Successfully Cracked the CSG Brine Code Parkway has Achieved a Major Industry Breakthrough § Despite significant investment (>$100 million) by the CSG industry over many years, supported by leading advanced wastewater solution providers, t
Slide 24: PPT has Successfully Cracked the CSG Brine Code
PPT PPTADDRESSABLE - ADDRESSABLE MARKET MARKET - CSG PPT has Successfully Cracked the CSG Brine Code Parkway has Achieved a Major Industry Breakthrough § Sample 1: 1 Super concentrated (>200g/L TDS) CSG Brine (from WWTP-01), requiring treatment, but no viable treatment identified. § Sample 2: 2 Supe
Slide 25: Transforming CSG Brine Processing – with iBC®
PPT ADDRESSABLE MARKET - CSG Transforming CSG Brine Processing – with iBC® QLD CSG Wastewater Profile iBC® Brine Processing – Potential Product Profile* (approx. w/w% basis) Residual brine (1.7%) Agricultural lime (8.1%) Caustic soda (11.2%) Industrial salt (14.4%) >97% >98% Volume Product Reduction
Slide 26: CSG Brine Options – Comparative Analysis
PPT ADDRESSABLE MARKET - CSG CSG Brine Options – Comparative Analysis Alternate Salt Encapsulation Parkway – iBC® Mediated Salt Recovery Processes Approaches Processing Route Range of historical “selective salt Involves crystallising brine into solid Highly innovative proprietary flowsheet Overview
Slide 27: The QGC Shell feasibility study is a landmark milestone
Technology Application Case Study “ The QGC Shell feasibility study is a landmark milestone, highlighting the transformative potential of our technology. ASX: PWN | AGM Presentation | 29 November 2022 www. pwnps.com | 27
Slide 28: Feasibility Study for QGC Shell
CSG – CASE STUDY Feasibility Study for QGC Shell Overview § QGC (a Shell Group company) is one of Australia’s leading gas producers and has invested >$2 billion on water infrastructure. § Parkway has been collaborating with QGC for several years. § On 7 April 2022, QGC awarded Parkway a material con
Slide 29: QGC Shell Feasibility Study Progress
CSG – CASE STUDY QGC Shell Feasibility Study Progress Overview § Collaborative project team, led by Parkway engineering team. iBC® Piloting Activities – Bench Scale § Extensive evaluations performed to date, have now confirmed: § key process conditions to operate iBC® process plant. § production of
Slide 30: Substantial Value Creation Opportunity
CSG – CASE STUDY Substantial Value Creation Opportunity Base Case (BAU) iBC® Scenario* +$ (benefit) securing § The QGC water treatment plants recover 97% of water for beneficial § Processing of the waste sustainable use. The residual 3% (brine, containing 100% of the salts) is currently brine with t
Slide 31: PPT – Typical Business Development Cycle
PPT – Typical Business Development Cycle Overview § Given the nature of target projects (large, complex and long-life operations), the business development cycle is similarly sophisticated with many stakeholders. § Parkway is currently advancing a pipeline of projects through key business developmen
Slide 32: Investment Case
Investment Case Very Large Addressable Markets § The water and wastewater treatment opportunities in the global energy & mining, municipal & desalination and industrial applications, all represent multi billion dollar opportunities. Strong Industry Drivers § Strong economic, regulatory and ESG drive
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