Atome Plc · LSE:ATOM
Atome — Investor Presentation (February 2024)
20 slides from Atome's investor presentation, February 2024
Slide 1: Leading the green transition in agriculture
Leading the Investor Presentation green transition Q1 2024 in agriculture
Slide 2: Disclaimer
Disclaimer The information contained herein has been provided solely for information purposes and does not purport to be comprehensive or contain all the information that may be required by recipients to evaluate Atome PLC (the “Company”). This presentation and the information contained in it has no
Slide 3: Overview
Overview The first and only pure-play green fertiliser developer listed on the London Stock Exchange* 600MW+ global pipeline of green projects at various stages of development Management expertise in infrastructure, financing, renewables and fertiliser markets ATOME set to be one of the largest prod
Slide 4: The Company
The Company Expert management with experience across the energy and agriculture sectors, trusted to deliver and aligned with shareholders Peter Levine Olivier Mussat James Spalding Terje Bakken Mary-Rose de Valladares Chair Director and CEO Director and President Head of Ammonia Independent Non-Exec
Slide 5: Delivering the world's first premium value green fertiliser
Delivering Thank the You!world’s first premium value green fertiliser
Slide 6: The need for ATOME's green fertiliser
The need for ATOME’s green fertiliser ATOME is making a major impact on the existing 2.6 billion ton/year carbon emitting industry problem Virtually all nitrogen fertiliser (98%) is made using fossil fuels 3.3 World population supported by synthetic nitrogen fertilisers Fertiliser feeds approximatel
Slide 7: ATOME's affordable green fertiliser
ATOME’s affordable green fertiliser PRODUCT ATOME leverages on low-cost renewable power to produce the world’s most competitively priced zero-carbon green fertiliser in one closed-loop process Finished zero-carbon GREEN FERTILISER fertiliser; non-hazardous and easy to transport GREEN AMMONIA Nitroge
Slide 8: ATOME's solution for today's market
ATOME’s solution for today’s market Delivering a green solution for today’s grey market, eliminating dirty emissions UK MARKET Ø UK significantly relies on imports, consuming 1.4 MT/year of fossil-fuel based fertiliser Ø UK energy market makes it unviable to produce fertiliser as major production si
Slide 9: Pressure Chain and Policy
Pressure Chain and Policy ATOME provides relief for increasing pressures of sustainability across the entire food value chain Consumer flow Pressure to decarbonise Stakeholders Food Brands Agriculture Traders Farmers Downstream Upstream Governments, NGOs and investors Major global food producers (wh
Slide 10: Flagship 145MW Villeta Project
Thank145MW Flagship You! Villeta Project
Slide 11: Why Paraguay?
Why Paraguay? GREEN ENERGY 14GW Itaipu Dam § 8.7 GW of installed capacity, 100% renewable, all hydropower § Only uses 30% of its 50% share of Itaipu’s 14GW power generation capacity, second largest dam worldwide, leaving an abundance of renewable electricity for potential domestic use § Paraguay aim
Slide 12: Villeta Project
Villeta Project Latin America’s largest green fertiliser facility from 2026 Project Overview • 145MW green fertiliser project to supply the Paraguay and regional agriculture sector with sustainable alternatives • Up to 270,000 tons per year of Calcium Ammonium Nitrate (CAN) fertiliser • Production w
Slide 13: Villeta project: Plant and Site
Villeta project: Plant and Site 145MW Villeta Project • 75-acre site acquired • Environmental licence / early construction permit granted • Environmental and Social Impact Assessment complete to IFC Performance Standards 6 4 5 1 Electrolysis Plant 1 Producing H2 from water and energy 2 3 2 Air Separ
Slide 14: Other Live Projects
Thank Other Live You! Projects
Slide 15: 300MW Yguazu Project, Paraguay
300MW Yguazu Project, Paraguay Tripling our Paraguay capacity with a second green fertiliser project ü 300MW Phase 2 Yguazu Project targeting green fertiliser production ü Over 2x size of Villeta ü Bringing total Paraguay projects to 445MW ü Up to 225,000 tons per year of zero-carbon ammonia to be u
Slide 16: Costa Rica
Costa Rica Rolling out ATOME’s commercial and technical IP in Central America WHY COSTA RICA? ü ATOME formed National Ammonia Corporation (“NAC”) in December 2022 with Energy Profile • 99% renewable power local partner Cavendish S.A. • Entirely dependent on fertiliser imports (US$202m in 2022) Agric
Slide 17: Development Strategy
Development Strategy Finding the right mix of pre-existing conditions to catalyse the production of green fertiliser Available Power High Renewables Potential Significant Agricultural Sector Product demand Experienced local team Abundant green power High demand and consumption of fertilisers Low-cos
Slide 18: Summary and Outlook
Thankand Summary You!Outlook
Slide 19: Summary and Outlook
Summary and Outlook Key workstreams across existing projects with a number of catalysts targeted to be met in the next 6 months ü Concrete progress being made across the Latin American projects, with key milestones 2024 Projected Outlook Jan. Feb. Mar. Apr. May. Jun. Jul. Aug. Sep. Oct. Nov. Dec tar
Slide 20: Thank You
Thank You ATOME PLC Thank You! Building 5, Carrwood Park, Selby Road, Leeds, LS15 4LG Email: [email protected] Website: www.atomeplc.com LinkedIn: @atomeplc X: @AtomePlc