Clean Power Hydrogen Plc · LSE:CPH2
Clean Power Hydrogen — Investor Presentation (April 2023)
22 slides from Clean Power Hydrogen's investor presentation, April 2023
Slide 1: Clean Power Hydrogen plc: One year on
Clean Power Hydrogen plc One year on - Jon Duffy & James Hobson Investor Relations Apr 2023 www.cph2.com LON:CPH2
Slide 2: Who are we?
Who are we? • Leading manufacturer of alternative electrolysers • Developed of the Membrane-Free Electrolyser™ • Unique and IP-protected technology • Dedicated to providing the best possible solution for green hydrogen production • Floated on LSE AIM Market February 2022 raising £30m Simple. Safe. S
Slide 3: Reasons to invest in CPH2
Reasons to invest in CPH2 Our fundamentals are strong, we have: • Enormous market opportunity • Differentiated technology: • Solving fundamental degradation and • Supply chain issues • Excellent and realistic commercial strategy • Fast, lean, de-risked acceleration • Strong management and people
Slide 4: The Hydrogen Generation Market
The Hydrogen Generation Market • Estimated global investment for electrolysers is US$1.7 trillion over the next 27 years Source: Carbonomics, Goldman Sachs • Since 2020 the global hydrogen generation market has seen: • 93 countries with net-zero targets • 39 H2 strategies announced • $80bn pledged b
Slide 5: Decarbonisation of Energy – CPH2’s Market
Decarbonisation of Energy – CPH2’s Market Net-zero Economy Our global market and applications are diverse Simple. Safe. Sustainable.
Slide 6: Why our technology is different?
Why our technology is different? The pioneering MFE220 1MW Membrane-Free Electrolyser™ produces: • Up to 450kgs Hydrogen per day • Up to 3,600kgs medical grade Oxygen per day • Eliminates Platinum Group Metals • Reduced stack complexity and cost • Reduces performance degradation • As efficient and r
Slide 7: Existing stack technology Vs Membrane-Free
Existing stack technology Vs Membrane-Free Proton Exchange Membrane (PEM) Cell Membrane- Separated Alkaline Cell Vs Membrane-Free Electrolyser • The CPH2 stack does not use a polymer membrane • Catalyst is eliminated - metals we Solid Oxide use in our cell plates become slightly catalytic over time
Slide 8: How does the electrolyser work?
How does the electrolyser work? Click here to watch video Simple. Safe. Sustainable.
Slide 9: What's our objective?
What's our objective? EU Hydrogen Strategy • The EU targets 6GW by 2024 and 40GW by 2030, with an assumption of 500GW by 2050 • CPH2 is targeting 4GW (10% of EU target) through own production (1GW) and licensing agreements (3GW) 500GW CPH2 is targeting 4GW of capacity by 2030 40GW 0.6GW 6GW 2021 202
Slide 10: Differentiated Commercial Strategy
Differentiated Commercial Strategy CPH2 has a unique two-pronged growth strategy: Product Sale • 1GW annual production through the sale of units from own production both in Doncaster and planned site in Northern Ireland • 3GW annual production through Global Licensing/Manufacturing Partners Licencin
Slide 11: Growing Global Manufacturing Footprint
Growing Global Manufacturing Footprint Simple. Safe. Sustainable.
Slide 12: Key Manufacturing Partners - Kenera
Key Manufacturing Partners - Kenera • Kenera is a new division of KCA Deutag Group, a leading energy sector manufacturing business • KCA Deutag key investor in CPH2 • Respected industry-leading manufacturer • 10-year licencing agreement • >2GW agreed in licenced manufacturing • Low-cost business mod
Slide 13: Key Manufacturing Partners - Fabrum
Key Manufacturing Partners - Fabrum • FABRUM is a key cryogenics engineering company • Result of merger between Fabrum and AFCryo • More than 18 years dedicated R&D • Placed 1MW order May 2021 • Development Agreement signed Dec 2022 • Technical support to accelerate development for 1MW and 2MW scale
Slide 14: Key Manufacturing Partners – GHFG/Alternus
Key Manufacturing Partners – GHFG/Alternus • GHFG is a joint venture between Alternus Energy Group Plc and Eric Whelan, CEO of Irish-based developer, Soleirtricity. • Under the licence agreement, GHFG will produce the 1MW MFE220 at a new facility in Ireland. • Each electrolyser produced will be powe
Slide 15: Key Customers
Key Customers Simple. Safe. Sustainable.
Slide 16: 2022 Key points
2022 Key points Throughout the year we have: • Had excellent commercial progress, foundation for global delivery • Signed agreements with Kenera, Fabrum and GHFG/Alternus • Achieve two additional sales to NI Water and ATOME • Recognised engineering issues • Made tactical changes on first deliveries
Slide 17: Outlook
Outlook CTO appointed Manufacturing agreement and first MFE220 order placed with Fabrum Complete & Deliver MFE110 2030 Finalise MFE220 design Scaling up production 2022 2024 First MFE220 deliveries 4GW ATOME & Fabrum place Finalise MFE440 design orders 2023 Licence agreements with Kenera, GHFG and F
Slide 18: People
People Significant steps made to improve the leadership, capacity and capabilities of the organisation: • James Hobson appointed Dec 2022 as plc and Group CFO • Arash Selahi appointed as COO Dec 2022 after joining as Head of Operations in May 2022 • Hugh Reynolds (Fabrum) stepped in as Interim CTO D
Slide 19: Team Hydrogen
Team Hydrogen Our colleagues live and breathe our core values Simple. Safe. Sustainable.
Slide 20: Senior Leadership Team
Senior Leadership Team Jon Duffy James Hobson Joe Scott Arash Selahi Paul Cassidy CEO CFO CEO, Ireland COO CTO Over 25 years business James brings expertise from Joe is a qualified production Arash’s has more than 20 Paul has a wealth of leadership experience. Jon has across the energy sector engine
Slide 21: Executive Board
Executive Board Christopher Train Jon Duffy James Hobson Ricki Smith Natalie Fortescue Non- Non-Executive Chair CEO CFO Non-Executive Director Executive Director Chris is an experienced board Over 25 years business James brings expertise from An accountant by profession Natalie has spent over 20 mem
Slide 22: Questions?
Questions? Investor@cph2.com www.cph2.com
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