Environmental Clean Technologies Limited · ASX:ECT

Environmental Clean Technologies — Shareholder Meeting (November 2013)

17 slides from Environmental Clean Technologies's shareholder meeting presentation, Nov 29, 2013

  1. Slide 1: Annual General Meeting Shareholder Update

    Annual General Meeting Shareholder Update 29 November 2013

  2. Slide 2: Overview

    Overview § The year just passed § Our Strategy § The year ahead

  3. Slide 3: 2013 – Great Progress, Great Frustration

    2013 – Great Progress, Great Frustra7on § Key Markets for our technologies § Coldry acEvity & update § Matmor acEvity & update

  4. Slide 4: Key Markets – Thermal Coal

    2013: Key Markets – Thermal Coal

  5. Slide 5: Key Markets - Iron & Steel

    2013: Key Markets -­‐ Iron & Steel § Industry over-­‐capacity conEnues to be a structural problem § Project Coking coal supply shorJall has received some respite with decreased growth in China § CompeEEon basis is driven by cost – Cost advantage is King – Coking coal & Iron ore pricing is largely

  6. Slide 6: Coldry

    2013: Coldry § ProspecEve targets & applicaEons § Design for Commercial DemonstraEon § ALDP § India strategy

  7. Slide 7: Coldry – Targets & Applications

    2013: Coldry – Targets & Applica7ons § ApplicaEons: § Targets – Thermal / Power generaEon – Thermal • Blend • Aus DomesEc • Solo • Aus Export – Conversion – “Gateway” • O/S DomesEc • Pyrolysis – Conversion • GasificaEon – Metallurgical – Matmor • Matmor • ECT § LV CDP § India CDP

  8. Slide 8: Design Works

    2013: Design Works § Work concluded in August 2013 -­‐ CDP – Ready to proceed with the right constructor here in Aus – Same engineering will be used as the basis for other installaEons, with engineering customisaEon as needed for specific requirements • e.g. India different coal & climate

  9. Slide 9: Design works – Other outcomes

    2013: Design works – Other outcomes § SubstanEally improved Materials & Energy balance modeling capability – Simulate other coals, climates & waste heat integraEon opEons § “Full scale” Packed Bed Dryer tesEng unit – Capacity to validate modeling – Expanded product tesEng capability

  10. Slide 10: ALDP

    2013: ALDP § Advanced Lignite DemonstraEon Program § The Company submiaed our applicaEons as required under the process, and provided all required responses § The program is behind schedule § There is no further update available from either the Federal or State Governments

  11. Slide 11: Matmor – Current Activity

    2013: Matmor – Current Ac7vity § Necessarily needs to follow Coldry commercialisaEon so it can draw upon suitable feedstock § AcEvity in 2013 has focused upon beaer understanding the applicable footprint of Matmor technology

  12. Slide 12: Strategy: Coldry

    Strategy: Coldry § Deploy CDP to demonstrate and act as ‘the best collateral possible’ § De-­‐risk adopEon through cost reducEon – India Manufacturing plans § Expand adopEon prospects – Geographically – more Lignite fields – ApplicaEon – integraEon within other processes as a Gateway • e.g. front

  13. Slide 13: Strategy: Coldry – India

    Strategy: Coldry – India § ECT’s India strategy is to: – Develop prospecEve Coldry projects in India – Develop an equipment supplier base to provide lowest possible cost suitable equipment to Coldry projects globally to enhance project economics § Prospects: – Three major Lignite fields; Tamil Nadu

  14. Slide 14: Strategy: Matmor

    Strategy: Matmor § Secure Financial & Technical partner to support Pilot Plant development – Market to companies who will be able to benefit the most, e.g. • Coking coal cost / supply risk • Waste stream avoidance • “Ferro+” applicaEons § Select engineering provider, & develop Pilot Plant engineeri

  15. Slide 15: The year ahead – Coldry

    The year ahead § Coldry – A change in emphasis – Detailed design now complete – Emphasis shiis to more ‘MarkeEng’ • The best element of markeEng for FOAK is a demonstraEon plant • Hence, focus is on CDP (two key targets) and the project development work to support, e.g. India Manufacturing strategy

  16. Slide 16: The year ahead – Matmor

    The year ahead § Matmor – Increase in development works – Structured plan to move to Pilot Plant • Financial & Technical partner search conEnues – Several prospects in play • Engineering partner search to commence – High temperature PyroMet engineering is best offshore • Test Plant work plans to sup

  17. Slide 17: Thank you.

    Thank you. § Ashley Moore Managing Director § info@ectltd.com.au § +613 9909 6784 § www.ectltd.com.au

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