Hazer Group Ltd. · ASX:HZR
Hazer — 12th Annual Australian Microcap Investment Conference 2023
24 slides from Hazer's conference presentation, Oct 25, 2023
Slide 1: Hazer Conference Presentations
Hazer Group Limited (ACN 144 044 600) Level 9, 99 St Georges Tce, WA 6000 PO Box Z5511, St Georges Tce, Perth, WA 6831 HAZER CONFERENCE PRESENTATIONS PERTH, AUSTRALIA; 25 October 2023: Hazer Group Ltd (“Hazer” or the “Company”, ASX: HZR) advises of its participation at the 12th Annual Australian Mic
Slide 2: Hazer Group Ltd: Clean and affordable Hydrogen available today
ASX:HZR Hazer Group Ltd Clean and affordable Hydrogen available today W ednes day, 2 5 O ct ob er 2 0 2 3
Slide 3: Disclaimer
2 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection with Summary Infor
Slide 4: Corporate Overview
Corporate Overview
Slide 5: Hazer’s competitive technology advantage
4 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 Hazer’s competitive technology advantage Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite • Hazer Group Limited is a technology development company undertaking the commercialisation
Slide 6: Key Activities
5 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 Key Activities CY2023 CY2024 H1 H2 H1 Procurement, Fabrication, Engineering & Installation Commercial Demonstration Plant Ready for (100 tpa) Start-up Today Targeted Production & Testing Program Hazer-Fortis 2,500 tpa Canada Plant FEE
Slide 7: Hazer Investment Highlights
Hazer Investment Highlights
Slide 8: Investment highlights
7 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 Investment highlights Low cost, low emissions H2 production technology company positioned to play a leading role in global decarbonisation 1 2 3 4 Low-cost, Low- Compelling Global Tier-1 Advanced Technology emissions, Proprietary Econ
Slide 9: Low cost & low emissions hydrogen
8 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 1 Low cost & low emissions hydrogen Hazer well positioned as a low-cost, low-emissions hydrogen technology Methane Pyrolysis vs SMR Existing Technologies Electrolysis 2x methane on grid 10% less heat Steam Methane Reforming (SMR)
Slide 10: “Plug-in” technology using existing infrastructure
9 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 1 “Plug-in” technology using existing infrastructure End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost • Eliminates requirement for hydrogen transportation cost and risk • Co-loca
Slide 11: Delivered cost of H2 – Hazer competitive advantage
10 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 2 Delivered cost of H2 – Hazer competitive advantage Landed Cost of Hydrogen* Cost of delivered H2 to Cost of Hazer H2 in US & Asia $14.00 Asia from Australia • Hazer co-located at existing infrastructure eliminating requirement for
Slide 12: Global partners & projects
11 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 3 Global partners & projects Tier-1 partners developing commercial projects in North America, Europe and Asia-Pacific
Slide 13: Advanced technology readiness
12 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 4 Advanced technology readiness Project Rapid development since company founding and advancing Tech Readiness Level (TRL) Development Pipeline (< 60kg/hr* continuous**) (~<2 kg/hr* semi-continuous) (~1Kg* batch) (<100g* batch) (<1g*
Slide 14: Commercial demonstration plant confirming scalability
13 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 4 Commercial demonstration plant confirming scalability The first fully-integrated demonstration plant of the Hazer Process Project Summary • 100 tpa H2 and ~380 tpa graphitic carbon • Carbon negative process with biogas feedstock •
Slide 15: CDP on track for start-up in 2023
14 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 4 CDP on track for start-up in 2023 Key Milestones to Ready for Start-up (RFSU) Latest Updates Phase 1 plant construction Heat exchanger successfully installed Reactor fabrication nearing completion Phase 1 commissioning, tes
Slide 16: “Capex-lite” business model enables early free-cashflow
15 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 5 “Capex-lite” business model enables early free-cashflow Hazer business plan premised on licensing and royalty revenues avoiding large-scale capex exposure Hydrogen Royalties • One technology, two valuable markets • Flexible combina
Slide 17: Graphite production diversifies earnings
14 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 6 Graphite production diversifies earnings A synthetic, low emissions product with differentiated morphology and properties • Highly structured vs amorphous carbon black • Iron inclusions produce magnetic graphite Mitsui MOU • Low pr
Slide 18: Building leading position in a rapidly growing market
17 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 7 Building leading position in a rapidly growing market Hydrogen will play a key role in the decarbonisation of hard-to-abate sectors Current market 500 MTPA ~95 MTPA in 2050*1 © Getty Images Hazer First Mover Advantage 1Internationa
Slide 19: Global policy action gaining momentum
18 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 8 Global policy action gaining momentum Hydrogen strategies expected in countries representing over 80% of global GDP by 2025 inflation Reduction Act (IRA)
Slide 20: Project Pipeline
Project Pipeline Partnerships and scale-up into target markets
Slide 21: Overview of key scale-up development projects
20 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 Overview of key scale-up development projects BC, Canada Nagoya, Japan Montoir, France • Utilises existing fuel terminal site • Existing LNG import terminal or power • Existing LNG import terminal site • H2 to be used in gas blending
Slide 22: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: hhowlett@we-worldwide.com 21
Slide 23: Abbreviations and units used
22 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 Abbreviations and units used ARENA Australian Renewable Energy Agency CCS Carbon Capture & Storage CDP Commercial Demonstration Plan FID Final Investment Decision IRR Internal Rate of Return KTPA thousands of tonne per annum LNG Liqu
Slide 24: Assumptions and notes
23 Hazer Group – Microcap Conference - Melbourne – 25 October 2023 Assumptions and notes Slide 10 – Delivered Cost of H2 – Hazer Competitive Advantage 1. Hazer US and Asia Pacific costs of H2 - Company analysis and projections, modelling using an average feedstock gas price for North America of US$2
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