Hazer Group Ltd. · ASX:HZR
Hazer — Investor Presentation (June 2016)
22 slides from Hazer's investor presentation, Jun 3, 2016
Slide 1: Developing a low cost, low emission hydrogen and graphite production process
HazerGroup Local Technology for Global Markets For personal use only HazerGroup Limited Developing a low cost, low emission hydrogen and graphite production process Post IPO Progress – June 2016
Slide 2: Disclaimer
Disclaimer Disclaimer For personal use only This presentation has been provided to selected parties (“Recipients”). The presentation (and the information contained herein) is confidential to Hazer. It is not intended for and should not be distributed to any other person than as permitted herein. By
Slide 3: Overview and Market Snapshot
Disclaimer Overview and Market Snaphot For personal use only - Hazer Group Ltd is the commercialisation Current Shares on Issue 64.5m entity for the Hazer Process – a novel (Restricted Securities) (11.3m) potential low cost, low emission hydrogen and graphite production technology Total tradeable sh
Slide 4: Post IPO Performance and News
Post IPO Performance and News For personal use only HZR Share price & volume Post IPO Announcements $0.900 3,500,000 $0.800 5 Feb 2016 – Collaboration with Sydney University 3,000,000 $0.700 $0.600 2,500,000 16 Mar 2016 – Strategic investor $0.500 2,000,000 placement, appointment of Terry $0.400
Slide 5: Hazer generates two valuable products from easily accessible feeds
Hazer generates two valuable products from easily accessible feeds For personal use only CH4 2H2 + C Hazer Group OWNS all IP for the Hazer Process 5 HazerGroup Local Technology for Global Markets
Slide 6: The Hazer Process captures all the value within feedstock gas
The Hazer Process captures all the value within feedstock gas For personal use only 6 HazerGroup Local Technology for Global Markets
Slide 7: Reduced Commercial, Reduced Technical Risk
Rewduced Commercial, Reduced Technical Risk For personal use only Reduced Commercial Risk Reduced Technical Risk • Natural gas to hydrogen • Catalytic decomposition of methane has conversion is currently done on previously been developed to pilot plant industrial scale (steam methane scale reformati
Slide 8: Hazer potentially has multiple competitive advantages
Hazer potentially has multiple competitive advantages For personal use only Lower Cost Production Clean Hydrogen Access to billion dollar markets Opens new markets for product Tailored graphite Process Versatility Target wide range of potential markets Access to low cost inputs 8
Slide 9: Ongoing development with sustained news flow
Ongoing development with sustained news flow For personal use only With IPO funds available, Hazer will demonstrate significant progress in short term (during 2016) Secured research partnership with Sydney University Commissioning of larger scale reactors (ongoing) Strategic and collaborative
Slide 10: Hydrogen Market
HazerGroup Local Technology for Global Markets For personal use only Hydrogen Market
Slide 11: Hydrogen - a massive global market, and further step change growth
Hydrogen - a massive global market, and further “step change” growth Current market - $100Billion Industrial Chemical For personal use only 43% 48% Ammonia production Petrochemical refining (Fertilizer / Explosives) Significant CO2 with current hydrogen production => Barrier to growth Clean (CO2-fre
Slide 12: The Hazer Process potentially offers lowest cost, cleanest hydrogen production
The Hazer Process potentially offers lowest cost, cleanest hydrogen production For personal use only Coal Gasification (18%) Partial Oxidation More CO2 emissions than (30%) direct combustion of fossil fuel CO2 emissions (per tonne of H2) Steam Methane Reformation (48%) HazerGroup Electrolysis (4%) H
Slide 13: Graphite Market
HazerGroup Local Technology for Global Markets For personal use only Graphite Market
Slide 14: Multi-billion dollar graphite market with sustained growth
Multi-billion dollar graphite market with sustained growth For personal use only $30.0 $28.0 ? $26.0 $24.0 New application demand $22.0 (e.g. Electric Vehicles, home batteries) $bn pa $20.0 $18.0 $16.0 $14.0 $12.0 $10.0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Battery (base) Non-batter
Slide 15: Graphite market is dominated by synthetic graphite
Graphite market is dominated by synthetic graphite For personal use only Synthetic vs natural graphite Relative scale of markets (2013) 100% 80% 1.5 60% $12.5 40% 20% 1.1 $1.1 0% By Mass (mt) By Value ($bn) Natural graphite Synthetic graphite Hazer generates synthetic graphite with high purity and h
Slide 16: Hazer graphite - spherical graphite for battery markets
Hazer graphite – spherical graphite for battery markets For personal use only Synthetic spherical graphite Spherical graphite Hazer spherical graphite (from natural flake) Hazer provides a potentially lower cost alternative to existing spherical HazerGroup graphite options Current spherical graphite
Slide 17: The Hazer Process offers access to ultra premium graphite structures
The Hazer Process offers access to ultra premium graphite structures For personal use only Carbon Nano Onions (CNO) Carbon Nano Tubes (CNT) Graphene Carbon Micro Shells (CMS) 17 HazerGroup HazerGroup Local LocalTechnology Technologyfor forGlobal GlobalMarkets Markets
Slide 18: Commercialisation Strategy
HazerGroup Local Technology for Global Markets For personal use only Commercialisation Strategy
Slide 19: Hazer is targeting multiple commercialisation options at a range of commercial scales
Hazer is targeting multiple commercialisation options at a range of commercial scales For personal use only Scale* Application ~100-500 tpa Distributed hydrogen production for vehicle refuelling infrastructure ~5,000 tpa Premium graphite products ~80,000 tpa+ Hydrogen (Industrial chemicals) * Total
Slide 20: Commercialisation development plan
Commercialisation development plan 2016 2017 For personal use only Process Development Large lab reactor Demo / Pilot plant Commercial plants Graphite Hydrogen Kgs per day 10’s tonnes pa 1,000 tonnes pa 10,000 tonnes pa <$1m capex Capex est $1-3M $TBC $TBC Product Graphite Development Development Gr
Slide 21: An experienced and capable team
HazerGroup An experienced and capable team Local Technology for Global Markets For personal use only Mr Geoff Pocock | MD Dr Andrew Cornejo | CTO Mr Terry Walsh| CDO Principal, Polaris Consulting (WA) PhD and key researcher on Hazer Commercial lawyer with 20 years Founder, HazerGroup Ltd pro
Slide 22: For further information please contact
For further information please contact: For personal use only Mr Geoff Pocock Managing Director, HazerGroup Ltd Ms Emma Waldon Company Secretary, HazerGroup Ltd contact@hazergroup.com.au www.hazergroup.com.au HazerGroup 22 Local Technology for Global Markets