Atome Plc · LSE:ATOM
Atome — Investor Presentation (May 2025)
22 slides from Atome's investor presentation, May 2025
Slide 1: Decarbonising the global food chain
Decarbonising the global food chain Corporate Presentation May 2025
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: ATOME at a glance
ATOME at a glance Villeta Project, Paraguay expected to be the world’s largest dedicated green fertiliser facility with Final Investment Decision (“FID”) targeted for early H2 2025 as key value catalyst Major growth potential from existing pipeline: 300MW Yguazu Project in Paraguay and 120MW Costa R
Slide 4: Management Team
Management Team Expert management aligned with shareholders; proven track record of value creation across agriculture, infrastructure & energy Peter Levine Olivier Mussat James Spalding Terje Bakken Mary-Rose de Valladares Chair Director and CEO Director and President of Head of Ammonia Independent
Slide 5: Value Proposition
Value Proposition Each milestone to date de- FID targeted for early H2 Anchor equity investor in Average analyst risks Villeta with FID expected 2025 – opportunity to invest Villeta and target prices of to provide strong valuation at current levels oversubscription of debt to 166p/sh.* catalyst. fun
Slide 6: The market for ATOME's green fertiliser
The market for Thank You! ATOME’s green fertiliser
Slide 7: Why we need fertiliser
Why we need fertiliser Nitrogen fertiliser feeds over 4 billion people and is essential for sustaining global food security World population supported by nitrogen fertilisers Population Growth (population in billions) Global population to reach 10 billion by 2050, requiring 8 60% more calories than
Slide 8: A Global Market in Search of Solutions
A Global Market in Search of Solutions Emissions from nitrogen fertilisers equal 2.6 gigatons of carbon per year – more than aviation and shipping sectors combined Fertiliser can represent up to 50% of the farmers’ Volatile energy markets and geopolitics hinder food emissions security and causes foo
Slide 9: Our Process
Our Process Renewable Power Water 145MW Green Fertiliser Facility in Villeta, Paraguay Electrolysis Air Separation Focus on risk-based Nitrogen Green Hydrogen (H2) approach, proven Ammonia Synthesis technology and reliance on existing Nitric Acid Green Ammonia (NH3) Plant renewable power allows for
Slide 10: 145MW Villeta Project
145MW Villeta Project Thank You! Projected to be the world’s first green fertiliser production at industrial scale
Slide 11: Villeta Project, Paraguay
Villeta Project, Paraguay DEVELOPING THE 145MW 260,000 500,000 WORLD’S FIRST capacity using low-cost DEDICATED GREEN Tonnes-per-year of green Tonnes-per-year of CO2e baseload 100% renewable grid FERTILISER FACILITY Calcium Ammonium Nitrate displaced power SIGNIFICANT PROGRESS TO DATE Fixed-price US$
Slide 12: Definitive EPC Agreement with Casale
Definitive EPC Agreement with Casale Definitive fixed-price lumpsum US$465 million definitive EPC Contract signed with Casale Casale S.A., the leading specialist fertiliser and ammonia licensing, engineering and construction firm, for ATOME’s Villeta Project in Paraguay Believed to be first contract
Slide 13: Hy24 Agreement Highlights
Hy24 Agreement Highlights Heads of Terms represent a fundamental milestone on route to fruition of Villeta, our flagship project Developing the Kick-starts a sequence of key value catalysts through H1 which will be transformational world’s first for ATOME dedicated green fertiliser facility Securing
Slide 14: Hy24, the world's largest clean H2 asset manager
Hy24, the world’s largest clean H2 asset manager A team with H2 energy leadership 50/50 Worldwide private equity leader Joint Venture The only pure player platform 100% dedicated to hydrogen Top 5 global Asset Manager investments • $177bn in AUM • Advanced experience investing & managing hydrogen pr
Slide 15: Hy24 Heads of Terms
Hy24 Heads of Terms MAJOR MILESTONE FOR VILLETA PROJECT VALUE READ THROUGH Non-binding Heads of Terms and Binding Exclusivity ATOME’s pre-money value in Villeta is US$60M agreement Anchor and lead equity investor Compelling valuation for ATOME PLC as a whole $5m to be advanced to ATOME between now a
Slide 16: Next Projects
Next Projects Thank You! Rolling-out ATOME’s commercial blueprint
Slide 17: Rolling out the commercial blueprint
Rolling out the commercial blueprint ATOME has made major strides in 2025, enabling acceleration of existing pipeline with an increase in further projects identified and being brought to management YGUAZU PROJECT COSTA RICA 300MW Yguazu Project targeting green fertiliser production National Ammo
Slide 18: ATOME POWER
ATOME POWER A new standalone renewable power and infrastructure division ATOME POWER FIRST PROJECT Initial focus on delivering power as a service in Up to 400MW utility-scale solar and battery storage project Latin America, provide long-term power solutions to third-party users Option to acquire 685
Slide 19: Timelines and Summary
Thankand Timelines You! Summary
Slide 20: Indicative Timelines and Deliverables
Indicative Timelines and Deliverables 2025 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 145MW Villeta PPA 145MW Villeta Project Site Environment & Op Licenses Key project milestones completed FEED Hy24 Heads of Terms for up to US$115M EPC Contractor Appointed Anchor Equity Investor Definiti
Slide 21: Summary
Summary ATOME is the one of the world’s most advanced developers of green fertiliser projects Flagship 145MW Villeta Project progressing with pace and expected to be the world’s largest dedicated green fertiliser facility EBITDA for first full year of production US$70 million for Villeta alone* Hy24
Slide 22: Thank You
ATOME PLC Building 5, Carrwood Park, Selby Road, Leeds, LS15 4LG Thank You Email: [email protected] Website: www.atomeplc.com LinkedIn: @atomeplc X: @AtomePlc