Pure One Corporation Limited · ASX:P1E
Pure One — Pure Hydrogen — Investor Presentation (June 2024)
24 slides from Pure One's investor presentation, June 2024
Slide 1: Integrated Solutions for the Hydrogen Economy
Integrated Solutions for the Hydrogen Economy Pure Hydrogen Corporation Limited June 2024 (ASX: PH2)
Slide 2: Disclaimer
DISCLAIMER Extent of Information This document has been prepared by Pure Hydrogen Corporation Limited and subsidiaries (“Company”). This Presentation, including the information contained in this disclaimer, does not constitute an offer, invitation or recommendation to subscribe for or purchase any s
Slide 3: Holistic Hydrogen Portfolio
HOLISTIC Building an integrated hydrogen business which manufactures/distributes HYDROGEN hydrogen and fuel cell vehicles, and generators PORTFOLIO HYDROGEN FUEL CELL H2 PRODUCTION TECHNOLOGY AND DISTRIBUTION Equity interests in hydrogen fuel cell Becoming a hydrogen utility for vehicle companies HD
Slide 4: Strategic Capital Raise: Placement and SPP to raise $6M
STRATEGIC PLACEMENT AND SHARE PURCHASE PLAN (SPP) TO RAISE $6M CAPITAL RAISE KEY DETAILS Firm commitments from institutional and sophisticated investors to raise $3m via a Share Placement at 16c per share HYDROGEN FUEL CELL H2 PRODUCTION Share Purchase Plan (SPP) for eligible shareholders to rai
Slide 5: Hydrogen Eco System
HYDROGEN • Trials of the Taurus Prime Mover ECO and Garbage Trucks SYSTEM Hydrogen Hydrogen • Confirmation of potential fuel orders Production/ Hydrogenof Hdrive Trucks andcell Buses devices Supply storage,• Pilot plant for Turquoise - TrucksGroup in Brisbane - Green transport - Buses • First Green
Slide 6: Business Model
BUSINESS MODEL BUSINESS MODEL ‣ FCEV and BEV vehicles Ground-up design ‣ Other Hydrogen Devices ‣ Services and Maintenance and parts ‣ H2 supply, production and distribution Vehicles & Services & Devices Maintenance MARKET STATS 23% of Total Road Transport Hydrogen Supply Emissions Attributable to T
Slide 7: Hdrive Vehicle Suite: Trucks and Buses
HDRIVE VEHICLE SUITE: Refuse Truck TRUCKS AND ENERGY TYPE: AXLE CONFIGURATION: BUSES H2 Fuel-Cell Electric 6×4 RANGE: ≥250km TOP SPEED: 100km/h 15 - 70T Heavy Truck ENERGY TYPE: TRACTION BATTERY: H2 Fuel-Cell Electric 73.57 kWh, CATL RANGE: HYDROGEN FUEL CELL: ≥400km 160 to 400kW, Ballard TOP SPEED:
Slide 8: High Quality Components
HIGH HDrive supports the leading global component QUALITY COMPONENTS suppliers, with growing support of Australian product development and assembly. 8
Slide 9: Customers & Pipeline
CUSTOMERS POTENTIAL & PIPELINE KEY CLIENTS FLEET SIZE INITIAL ORDER STATUS FOLLOW ON Under >15,000 1 prime mover 10 trucks assessment1 200 2 midi-buses 2 delivered 16 buses Under 2,000 1 refuse truck 25 trucks assessment1 2 assembled, 700 3 refuse trucks 83 trucks 1 under way 1 prime mover Nutcher H
Slide 10: Hdrive Disclosures
Pure Hydrogen has provided funding to Hdrive International Pty Limited (HDI) via a convertible loan. Under the terms of the loan interest is charged at 12%pa and Pure HDRIVE Hydrogen has a right to convert some or all of its loan to shares in HDI. One of the former shareholders of Hdrive Pty Limited
Slide 11: Current Growth Strategy
CURRENT GROWTH STRATEGY EU 1.6 million commercial vehicles* registered in 2022 USA 11 million commercial vehicles* sold in 2022 Australia 300,000 commercial vehicles* sold in 2022 US MARKET ENTRY PRESENTS MASSIVE OPPORTUNITY ‣ Geographic expansion Current Market ‣ Product deployment Launching Point
Slide 12: Current Capacity
CURRENT As at February 2024 CAPACITY HDrive assembly capability of up to 200 vehicles per month 1 subject to successful trials. 2 subject to conditions precedent. Image: render of the Solo general waste collection 9 12
Slide 13: Green Energy Micro-Hub
GREEN GREEN ENERGY MICRO- HUB ENERGY MICRO-HUB • 5-year lease signed on a • State-of-the-art electrolyser strategic industrial site is already on order, which located at Archerfield will use net-zero electricity Airport, Queensland. to produce green hydrogen. • Pure intends to manufacture • Staged d
Slide 14: Turquoise Group - 40% Owned by Pure
Turquoise Demonstration plant has been commissioned refined to target TURQUOISE • Low capex - small modular continuous high quality graphene production. Methane pyrolysis: GROUP electrolyser Consolidating the world-first and patented 3-phase plasma torch, the 'engine' • Electrolyser already build of
Slide 15: Pure Hydrogen: Integrated Solutions for a Hydrogen Economy
PURE Australia’s most diverse • Trials of the Taurus Prime Mover HYDROGEN: portfolio of hydrogen and Garbage Trucks projects, from production • Confirmation of potential orders through to end-use fuel cell of Hdrive Trucks and Buses INTEGRATED products, such as prime • Commercial Demonstration SOLUT
Slide 16: Portfolio Update: Gas Resources
PORTFOLIO Total 2C Gas Resources 453 BcF in Queensland UPDATE: GAS • Looking to gain value for the current 100% owned gas assets RESOURCES • In April 2024, Pure Hydrogen sold its strategic 30% interest in the Serowe CBM project in Botswana to the project’s operator and 70% owner, Botala Energy Ltd (
Slide 17: Contact
Pure Hydrogen’s aim is to be the lowest cost hydrogen producer and supplier of hydrogen devices and equipment Contact www.purehydrogen.com.au Scott Brown – ManagingDirector P: +61 2 9955 4008 E: scott.brown@purehydrogen.com.au 17
Slide 18: Experienced Board and Leadership Team
EXPERIENCED Board of Directors Leadership team BOARD AND LEADERSHIP Scott Brown Les Nelson Other TEAM Managing Director GM Operations Les has over 30 years’ experience Corporate Scott has over 30 years’ experience as a director and an executive in ASX-listed working in industrial and retail markets,
Slide 19: A Foundation of Strategic Investments, Joint Ventures and Partnerships
A FOUNDATION OF STRATEGIC Partnering with Hydrogen truck, buses and INVESTMENTS, hydrogen fuel cell devices manufacturers JOINT VENTURES AND PARTNERSHIPS Hdrive H2X Hydrogen Fuel – Trucks and busses – Fuel cell Utes and Cells Generators (PH2: 60% +) Vans (PH2: 18%) AusShips Advik Hi-Tech Ballard – M
Slide 20: Vehicle Fleet: H2 Fuel Cell Truck Trial
VEHICLE PepsiCo has committed •First trial globally for PepsiCo FLEET: H2 FUEL CELL to running a trial •Potential of an initial order of 10 or TRUCK TRIAL program with Pure more subject to a successful six- Hydrogen to build and month trial deliver the first •Pure Hydrogen have exclusive rights hydr
Slide 21: Vehicle Fleet: Hdrive Waste Collection Vehicles
VEHICLE FLEET: • Established a market-leading position in the HDRIVE WASTE waste management sector in Australia COLLECTION VEHICLES • Trials secured with two large waste management groups in Australia - JJ Richards & Solo • JJ’s is one of the Australia’s largest waste management companies with a 2,0
Slide 22: Industry Trends: Global Hydrogen Vehicle Market
INDUSTRY 60 Global Hydrogen Vehicle Market Size ($bn)1 57.9 TRENDS: GLOBAL HYDROGEN 50 VEHICLE CAGR: MARKET 40 43.0% 40.5 30 28.3 19.8 20 We are here 13.9 9.7 10 6.8 4.7 3.3 1.6 2.3 0 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Global Hydrogen Vehicle Market Drivers The global hydrogen
Slide 23: Industry Trends: Global Hydrogen Demand is Growing
INDUSTRY TRENDS: Government support THE GLOBAL HYDROGEN FOR GLOBAL has increased as many FUEL CELL MARKET WAS VALUED AT US$14.7 BILLION IN 2021 AND HYDROGEN are investing in research IS PROJECTED TO GROW AT A DEMAND IS and developmentfor the CAGR OF 21.2% FROM 2021 TO GROWING production and usage¹ R
Slide 24: Industry Trends: Hydrogen Power Generation - Mynt
INDUSTRY First approved Hydrogen Fuel Cell TRENDS: Generator in Queensland HYDROGEN POWER • Mynt Technologies is a leading GENERATION – Australian power generator manufacturer, manufacturing MYNT hydrogen electric power generators. The Purple H2 is designed to provide a clean energy alternative solu