Sparc Technologies Ltd · ASX:SPN

Sparc Technologies — Investor Presentation (April 2024)

33 slides from Sparc Technologies's investor presentation, Apr 18, 2024

  1. Slide 1: Transformational Technologies for Global Industries

    For personal use only Transformational Technologies for Global Industries April 2024 ASX: SPN

  2. Slide 2: Disclaimer

    Disclaimer For personal use only The release, publication or distribution of this presentation in certain jurisdictions may be restricted by law and therefore persons in such jurisdictions into which this presentation is released, published or distributed should inform themselves about and observe s

  3. Slide 3: Corporate Snapshot

    SPARC TECHNOLOGIES (ASX: SPN) Corporate Snapshot For personal use only 86m $24m BOARD OF DIRECTORS Shares on issue Market Cap* $0.28 Nick O’Loughlin Stephen Hunt Daniel Eddington $2.3m Managing Director Non-Exec Chairman Non-Exec Director EXECUTIVE MANAGEMENT TEAM Share price* Cash** ~38.5% 7.7% Den

  4. Slide 4: Unique Technology Portfolio

    SPARC TECHNOLOGIES (ASX: SPN) Unique Technology Portfolio For personal use only Sparc is developing a portfolio of technologies that target a world increasingly focused on sustainability and environmental outcomes GRAPHENE RENEWABLE MATERIALS ENERGY Sparc has two core technology focuses: ANTI-CORROS

  5. Slide 5: Sparc Next Generation Green Hydrogen Technology

    For personal use only SPARC Next Generation Green Hydrogen GREEN Technology HYDROGEN 5

  6. Slide 6: Why is Green Hydrogen Required?

    SPARC GREEN HYDROGEN Why is Green Hydrogen Required? For personal use only Hydrogen (H2) is currently a ~95Mtpa global market Commodity demand (Mtpa) It is primarily used as a feedstock in ammonia, Hydrogen (2022) petroleum refining and heavy industry Aluminium Current production of hydrogen generat

  7. Slide 7: The Problem – Electrolysis

    SPARC GREEN HYDROGEN The Problem – Electrolysis For personal use only Significant barriers remain before green hydrogen via electrolysis is commercially and technically ready at scale Transmission lines Solar PV + Wind + Batteries Electrolysers • Social licence issues • Mature technologies • Expensi

  8. Slide 8: Introduction to Sparc Hydrogen

    SPARC GREEN HYDROGEN Introduction to Sparc Hydrogen For personal use only  Globally disruptive green hydrogen technology No Wind or Solar PV Farms  NO ELECTROLYSER required No Electrolysers  Flexible and scalable infrastructure  Huge potential to deliver industry leading costs  Best-in-class pa

  9. Slide 9: Best-in-Class Partners

    SPARC GREEN HYDROGEN Best-in-Class Partners For personal use only 52% Sparc Hydrogen shareholder1 20% Sparc Hydrogen shareholder1 28% Sparc Hydrogen shareholder1 JV management and coordination Global leader in green hydrogen Developer and contributor of IP2 Technology commercialisation Substantial p

  10. Slide 10: Sparc Hydrogen's Unique Approach

    SPARC GREEN HYDROGEN Sparc Hydrogen’s Unique Approach For personal use only Sparc Hydrogen is one of the only companies combining concentrated solar with photocatalytic water splitting (PWS), advantages being: • Reduced photocatalyst use. • Modular and scalable mirror fields. Sparc Hydrogen’s reacto

  11. Slide 11: Sparc Hydrogen's Unique Approach

    SPARC GREEN HYDROGEN Sparc Hydrogen’s Unique Approach For personal use only Site visit photos from a linear Fresnel field in Europe View overlooking the mirror field Looking upward to the solar receiver 11

  12. Slide 12: Prototype Testing at CSIRO Energy Centre

    SPARC GREEN HYDROGEN Prototype Testing at CSIRO Energy Centre For personal use only Sparc Hydrogen recently completed the first phase of prototype testing its PWS reactor at the CSIRO Energy Centre in Newcastle. Represents the first demonstration of the technology outside of the laboratory and has p

  13. Slide 13: Development Pathway

    SPARC GREEN HYDROGEN Development Pathway For personal use only  Sparc Hydrogen joint venture established  Preliminary TEA confirms commercial  Reactor prototype for on-sun testing at CSIRO Pilot plant engineering, design and funding beginning 2022 potential in Q4 2022 in Q4 2023 – Q1 2024 workstr

  14. Slide 14: The Green Hydrogen Race is On

    SPARC GREEN HYDROGEN The Green Hydrogen Race is On For personal use only Conventional green hydrogen Forecast cost of green hydrogen via electrolysis1 (electrolysis) projects will not reach 9.00 industry and Government cost targets 8.00 until well into the 2030s, at best. 7.00 Levelised Cost of Hydr

  15. Slide 15: Unique Approach to Graphene a Next Generation Super-material

    For personal use only Unique Approach to GRAPHENE a Next Generation Super-material 15

  16. Slide 16: The Problem – Corrosion of Steel

    GRAPHENE The Problem – Corrosion of Steel For personal use only The Cost and Carbon Problem ~$6 trillion direct and indirect costs associated with the impact of corrosion globally per annum1 Corroded steel replacement accounts for up to 3.4% of global greenhouse gas (GHG) emissions1 The Business Int

  17. Slide 17: Introduction to ecosparc

    GRAPHENE Introduction to For personal use only Sparc Technologies has developed ecosparc® on the back of >5 years of research and development. ecosparc® is a drop-in graphene-based additive which is added to currently used marine and protective coatings for steel infrastructure. ecosparc® significan

  18. Slide 18: About ecosparc

    GRAPHENE About For personal use only ecosparc® is not a paint and Sparc is not a paint company. ecosparc®, when added in tiny amounts, supercharges coatings currently used to protect steel assets from corrosion. DSTG The benefits of ecosparc®, including cost and emissions savings, are the direct res

  19. Slide 19: Dual Anti-Corrosion Mechanism

    GRAPHENE Dual Anti-Corrosion Mechanism For personal use only ecosparc enhanced coatings: Delay coating cracking. This delays the onset of corrosion. When damage does eventually occur, ecosparc further limits corrosion spread by up to 40%.1 1 See ASX Announcements 23 December 2021 and 28 November 202

  20. Slide 20: How Graphene Inhibits Cracking

    GRAPHENE How Graphene Inhibits Cracking For personal use only Wine rack analogy – graphene flexes laterally Fractured surface of graphene modified epoxy and takes up stress from the polymer matrix, at high magnification shows cracks terminating increasing resiliency at graphene particles 20

  21. Slide 21: Ease of Manufacture and Use

    GRAPHENE Ease of Manufacture and Use For personal use only Commercial production facility can produce enough ecosparc® to dose 7 million litres of paint per annum. Simple and easy to incorporate into existing coatings with only 2% volume of additive required. The specialist ecosparc® formula No chan

  22. Slide 22: Significant Value-in-Use for Asset Owners

    GRAPHENE Significant Value-in-Use for Asset Owners For personal use only LCA CASE STUDY3 Independent lifecycle assessment (LCA) completed in August 2023 Modelled impact of using ecosparc® enhanced paint on a LESS MATERIALS FEWER LONGER LASTING major Australian port with USED MAINTENANCE ASSETS 57,88

  23. Slide 23: Field Trials

    GRAPHENE Field Trials Sparc and the South Australian Department for Infrastructure and For personal use only Transport (DIT) are conducting collaborative field trials involving the application of ecosparc® enhanced coatings on Streaky Bay Jetty and West Beach Bridge. The DIT has approximately A$45 b

  24. Slide 24: Pathway to Market

    GRAPHENE Pathway to Market For personal use only Dual track approach to commercialising ecosparc® within the US$43 billion1 global anti-corrosive coatings market: 1. Actively working with global tier 1 coatings companies, regional coatings companies and additive suppliers on testing and trials. 2. P

  25. Slide 25: Other Target Applications

    GRAPHENE Other Target Applications For personal use only Anti-fouling Paints Composites Fouling is the result of accumulation of Composites are two or more distinct materials that, when marine growth, resulting in reduced vessel combined, create a new material with enhanced properties speed, increas

  26. Slide 26: Sparc's Unique Position in Graphene

    GRAPHENE Sparc’s Unique Position in Graphene For personal use only Based in Kent Commercial additive >120 years of global IP barriers and Town, Adelaide manufacturing coatings experience protection facility 26

  27. Slide 27: Sodium Ion Batteries: Emerging Low-Cost Alternative to Lithium-ion Batteries

    For personal use only Emerging Low-Cost SODIUM ION Alternative to BATTERIES Lithium-ion Batteries 27

  28. Slide 28: The Problem – Lithium Ion Batteries

    SODIUM-ION BATTERIES The Problem – Lithium Ion Batteries For personal use only “Water shortage: Chile’s lithium industry in the Atacama Desert under scrutiny” (May-23, The Rio Times) “Local miner in strategic review as lithium price loses charge” (Dec-23, InDaily) “Lithium prices hit record high as

  29. Slide 29: Introduction to Sodium-Ion Batteries

    SODIUM-ION BATTERIES Introduction to Sodium-Ion Batteries For personal use only Sodium ion batteries (SIBs) are an alternative to lithium-ion batteries (LIBs) which are safer and use cheaper and more sustainable materials • Sodium is over 1,000 times more abundant than lithium in the earth’s crust S

  30. Slide 30: Hard Carbon Anode Project

    SODIUM-ION BATTERIES Hard Carbon Anode Project For personal use only Sparc, in collaboration with Queensland University of Technology, is developing a high performing hard carbon anode material for SIBs. Key features of the technology under development include: • Low cost, sustainably sourced green

  31. Slide 31: Positive Capacity Results Achieved

    SODIUM-ION BATTERIES Positive Capacity Results Achieved For personal use only Testing has demonstrated up to 63% improved reversible capacity1 versus commercially available hard carbon materials. The process technology under development has the potential to reduce the carbon footprint of SIB anode m

  32. Slide 32: Momentum Building in Sodium-Ion

    SODIUM-ION BATTERIES Momentum Building in Sodium-Ion For personal use only “acquires battery tech firm “Invests in Natron Energy’s “BYD to launch electric “begins operation of NAS “BYD to build 30GWh Faradion for GBP100m” Sodium-Ion Battery hatchbacks with new batteries for self-wheeling sodium batt

  33. Slide 33: Contacts

    For personal use only Contacts Nick O’Loughlin Mark Flynn Managing Director Investor Relations Nick.oloughlin@sparctechnologies.com.au mark.flynn@sparctechnologies.com.au Released with the authority of the Board – April 2024

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