Phoslock Environmental Technologies Limited · ASX:PET
Phoslock Environmental Technologies — Phoslock Water Solutions — Investing in Water Seminar (July 2009)
22 slides from Phoslock Environmental Technologies's conference presentation, Jul 8, 2009
Slide 1: A revolution in lake restoration
A revolution in lake restoration Investing in Water Seminar Nigel Traill, Phoslock Water Solutions Ltd London, 8 July 2009
Slide 2: What is Phoslock?
What is Phoslock? What is Phoslock ? New, proprietary product which reduces nutrients levels in water bodies and prevents algal blooms Environmentally benign Invented by the CSIRO (Australian Govt. Scientific Research Arm) in the 1990s Commercialised by Phoslock Water Solutions Ltd (PWS) sin
Slide 3: In a nutshell!
In a nutshell ! Lanthanum ions are exchanged into bentonite clay + + + + + + + + + La3+ La3+ La3+ La3+ La3+ La3+ •La ions bound to surface of the clay, but can still react chemically with phosphate La3+ + PO43- = LaPO4 •Lanthanum is a rare earth with applications in medicine and industry
Slide 4: Slide 4
Slide 5: How Phoslock Works?
How Phoslock Works ? Key FRP Phoslock Before Phoslock During Phoslock After Phoslock application application application Phoslock has bound all free FRP- locking it in Phoslock moving its structure through water column
Slide 6: Why is it needed?
Why is it needed ? Sources: Sewage Agriculture Detergents 5 4 Hypertrophic Phosphorus loadings 3 Eutrophic 2 Mesotrophic 1 Oligotrophic Time
Slide 7: Eutrophication and algae
Eutrophication and algae Fish kills Pet deaths Toxins Aquatic plant loss Taste and Odour 5 4 Blue Greens Phosphorus loadings 3 Filamentous 2 Green algae 1 Diatoms / small greens Time
Slide 8: Resetting the ecological clock!
Resetting the ecological clock ! Addition of Phoslock BGA 5 domination 4 Phosphorus loadings 3 2 Good ecological 1 status Time
Slide 9: What makes it unique?
What makes it unique ? • Reduces phosphate to very low levels • Effects seen immediately • Operational and stable across pH 4-11 • Stable under anoxic conditions • Safe to use • No negative effect on eco-system
Slide 10: Competition
Competition •Do nothing ! Doesn’t solve problem ! •Intervention 1. Mechanical Intervention A. Dredging Expensive ! B. Aeration Doesn’t address problem 2. Alternative Products A. Barley Straw Little scientific support B. Microbial products Little scientific support C. Ultrasound Little scientific sup
Slide 11: Application results
Application results • Silbersee: •9 ha lake near Bremen •Intensively used recreational lake •Regular bathing ban due to massive BGA blooms •Treated with 21.5 tons of Phoslock in 2006
Slide 12: Application results
Application results •Silbersee • Total-phosphorus content dropped 85 % down to 28 µg/L • Phosphorus has remained at these levels for 3 years • No swimming ban during 2007, 2008 and 2009
Slide 13: Drivers for use - Regulatory
Drivers for use - Regulatory •EU Water Framework Directive requires all EU member states to achieve “ good ecological status” by 2015 (Directive 2000/60/EC, 22-12-2000)) - Phosphorus is a key indicator of “good ecological status” - Approx 10,000 lakes designated - 40% at risk of not meeting standard
Slide 14: Drivers for use - Economic
Drivers for use - Economic Cost of eutrophication - US US$ 2.2 billion per year (Kansas State University Study, May 08) Drinking water - UK £75 million spent on algal control every year (UK WIR Study) Recreational lakes – NL and DE Lake A (treated) - Up to 2,000 users per day during summer
Slide 15: Global Application of Phoslock
Global Application of Phoslock EE UNITED KINGDOM MALAYSIA & INDONESIA Drinking Water Reservoir River and Canal System Aquaculture oe “ CANADA River and Canal leading into Recreational Lake PERTH Recreational Lake: NEW ZEALAND Rotorua Lakes
Slide 16: Growth of sales
Growth of sales •Since completion of factory, sales have grown steadily (FY 08-09: approx 500 tons) •Over 150 large and small applications in 20 countries •In Europe, 21 major applications over the past 3.5 years (2 – 42 tons) -2006: 2 lakes -2007: 4 lakes -2008: 7 lakes -2009: 8 lakes (first six mo
Slide 17: Pipeline – Other Regions
Pipeline – Other Regions • North America - Focus of marketing so far Ontario and Quebec - Applications planned in 2009-10 on - 4 large recreational lakes (total 500 tons) - 2-3 urban lakes (total 100 tons) - Canals (total 100 tons pa) - Storm water ponds (total 100 tons pa) - Other projects in US an
Slide 18: Sales & Marketing - Resources
Sales & Marketing - Resources • Australia and NZ - Serviced by Sales and Technical Team in Sydney • North America - Currently serviced from Australia - North American representative under consideration • Western Europe - Serviced by Phoslock Europe GmbH - 60-40 JV between PWS and Bentophos GmbH of G
Slide 19: Capital Structure
Capital Structure Capital Structure Company Name: Phoslock Water Solutions Limited ASX Code: PHK Current Price: 13 cents* Trading range: (last 12 months) 6 - 20 cents Total Issued Shares: 168.7 million Total Issued Options: 21 million ** Market Capitalisation: A$21.9 million * Price on 7th July, 200
Slide 20: Directors
Directors Directors Located Joined Experience Dr David Garman Sydney 2002 President of International Water Chairman Association Executive Director – Environment Biotech CRC Robert Schuitema Sydney 2005 Former Investment Banker – JP Morgan Managing Director Mining & Metals/ Project Finance background
Slide 21: Major Shareholders
Major Shareholders Major Shareholders of Ordinary Shares * and Converting Notes** Link Traders Pty Ltd Investor 12.5% Newvest Pty Ltd Investor 5.0% Ludgate Environmental Fund Environment Fund 3.4% CSIRO Govt Scientific Organisation 2.2% Australian National University Institutional Investor 2.1% Curr
Slide 22: Contacts
Contacts Robert Schuitema Nigel Traill Managing Director Regional Manager - Europe Office: + 61 2 9453 0455 Office: +49 4205 317 534 Mobile: + 61 412 305 422 Mobile: +32 495 77 5544 [email protected] [email protected] Phoslock Water Solutions Limited 3/81 Frenchs Forest Road Frenchs Forest,
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