Provaris Energy Ltd · ASX:PV1
Provaris Energy — Investor Presentation (February 2021)
16 slides from Provaris Energy's investor presentation, Feb 17, 2021
Slide 1: Compression | Simplicity | Efficiency
Compression | Simplicity | Efficiency Corporate Update | February 2021 (ASX.GEV) | gev.com
Slide 2: Corporate Overview
Corporate Overview Capital Structure Board & Management Team Ordinary Shares on Issue (GEV.ASX) * 450m (75%) Market Capitalisation at $0.125/share * $56.3m Cash Balance (pro-forma 22 Feb) * $8.1m Listed Options on Issue (GEVOA.ASX) 1 96.7m (19%) Maurice Brand Garry Triglavcanin Martin Carolan Perfor
Slide 3: Global developer of integrated compressed shipping projects
Global developer of integrated compressed shipping projects Advancing regional green marine transport solutions for natural gas and hydrogen Brazilian Pre-Salt & CNG to Power > Multiple development projects backed by global oil majors seeking a commercialisation strategy for associated offshore gas.
Slide 4: Regional floating gas pipeline solution
CNG offers a competitive and efficient pipe-to-pipe energy supply chain Material upfront capital of a pipeline vs fixed tariff provided by CNG is a compelling benefit to operators Regional floating gas pipeline CNG provides a floating pipeline for a fixed solution annual fee > Large investment in on
Slide 5: Multiple CNG opportunities in the Pre-salt Brazil
Multiple CNG opportunities in the Pre-salt Brazil GEV’s CNG Commercialisation Plan (2020) concluded no technical ‘show-stoppers’ > CNG established as a viable alternative to a gas pipeline or reinjection. Technical Acceptance > Gas is compressed on FPSO and loading via flow line to the dual STL syst
Slide 6: CNG Optimum - Energy efficient & low emission solution
CNG Optimum - Energy efficient & low emission solution Supports net-zero carbon targets CNG Optimum’s carbon footprint is expected to be at least Global oil & gas producers increasing their focus on ‘low Gas consumed as fuel for “full cycle” 50% lower than that of LNG for the full cycle emission’ so
Slide 7: GEV's CNG program supported by global partnerships
GEV’s CNG program supported by global partnerships Development partners also adapting their products for a hydrogen supply chain Gas containment system Long horizontally stacked pipe Optimum IP overcomes the gas Port to Port integrated into the ship minimises connections and optimises storage pipes
Slide 8: Global market for hydrogen set to grow >10x through to 2050
Global market for hydrogen set to grow >10x through to 2050 Scale solutions for storage and marine transport the key to unlocking market demand Hydrogen targeted to +USD 30 Billion in ESG funds heavily Billions of upstream account for ~20% of stimulus committed from investing in companies capital to
Slide 9: Compressed Hydrogen (C-H2) Supply Chain
Compressed Hydrogen (C-H2) Supply Chain Emission free green hydrogen transport from Australia to Asia Pacific region Renewable Energy (Solar / Wind) Decarbonising Heavy Emitting Industries Production of GEV’s C-H2 Ship ’Green Hydrogen’ C-H2 Unloading Terminal Benefits of C-H2 for a 100% green hydrog
Slide 10: First mover advantage using compression to store and transport
First mover advantage using compression to store and transport World first development of a large-scale zero emission marine supply chain for green hydrogen > C-H2 Ship specification and general arrangement completed Storage capacity of 2,000 tonnes and US patent application filed late 2020. of comp
Slide 11: Why Australia ?
Why Australia ? Australia leads the world with a national hydrogen strategy focussed on building hydrogen supply chains, large-scale export industry infrastructure and future export projects under development > 2019: National strategy to create a H2 industry to ship hydrogen to Multiple Abundant hyd
Slide 12: C-H2 is an emission free transport solution for offshore green H2
C-H2 is an emission free transport solution for offshore green H2 Expression of interest received to evaluate C-H2 as an emission free transport solution for green hydrogen produced at “off-grid” wind farms C-H2 GEV’s C-H2 ship fleet sized to match production & market demand Unloading Facility Scave
Slide 13: Scoping Study underway to demonstrate C-H2's simplicity & efficiency
Scoping Study underway to demonstrate C-H2’s simplicity & efficiency Techno-Economic assessment to compare the supply chain economics and energy efficiency of GEV’s C-H2 transport solution against Liquefaction (LH2) and Ammonia (NH3) > Study will include ‘levelized cost analysis’ for annualised volu
Slide 14: C-H2 development timeline & key milestones 2021
C-H2 development timeline & key milestones 2021 C-H2 replicates the key process steps and technical partners of the CNG supply chain providing GEV with fast-tracked development schedule Indicative development schedule of C-H2 supply chain Current Engineering Phase: American Bureau of Shipping (ABS)
Slide 15: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation and these materials (together the “Presentation”) have been prepared by Global Energy Ventures Limited ABN 53 109 213 470 (ASX:GEV) (“GEV”) as a summary of GEV’s operations and results for the purposes of a presentation to existing or potential inves
Slide 16: For more information visit: www.gev.com
For more information visit: www.gev.com Martin Carolan @GEVmarineCH2 Executive Director +61 8 9322 6955 mcarolan@gev.com 19 / 40 St Quentin Avenue Claremont WA 6010 +61 404 809 019
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