Renergen — Investor Presentation (August 2021)
22 slides from Renergen's investor presentation, August 2021
Slide 1: Investor Presentation
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Slide 2: Pioneering Cleaner Energy
Vision Statement The vision statement embodies our values of “Do no Harm: To our people, to our world.” Carbon emission Zero heavy alkanes reductions Pioneering Regenerative, renewable resource - Sustainability Cleaner Energy No Sulphur of supply ` Always treating our Identifying colleagues who Fost
Slide 3: Business Model
Business Model Renergen aims to accelerate the adoption of cleaner energy by beneficiating our resource into a refined commodity that will benefit our customers, by saving them money and reducing their carbon footprint Key Partners Key Activities Value Proposition Customer Relationships Customer Seg
Slide 4: Group Objectives
Group Objectives The group objectives focus on adding value to our stakeholders, customers, environment and employees Sustainable Growth • Capitalise on additional opportunities through investments and or acquisitions to drive growth Health & Safety • Entrenching a culture of ‘safety-first’ to maint
Slide 5: HY22 Overview
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Slide 6: Half-Year Snapshot
Half-Year Snapshot Despite the challenges that have arisen since the onset of COVID, we made excellent progress and achieved significant milestones Drilling • 5 out of 6 successful wells drilled, significantly higher than ever LNG Agreement with Consol previously recorded • Signed a multi-year agree
Slide 7: Cryo-Vacc
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Slide 8: Cryo-Vacc transported its first 117,000 Pfizer vaccines across SA
On 30th August 2021, Cryo-VaccTM transported its first 117,000 Pfizer vaccines across SA 8
Slide 9: Business Model
Business Model With the rapid advancement of vaccine technology, ultra-cold storage in mobile facilities will become increasingly important COVID resulted in drug regulators approving the use of messenger ribose nucleic acid (mRNA) vaccine technology mRNA vaccines must all be stored at between -20 a
Slide 10: Advantages
Advantages Renergen has developed the ground-breaking Cryo-Vacc™, which enables the safe transportation of vaccines at the required extremely low temperatures and for periods of up to 35 days, without the need for electrical power. Ed Patented design in application oa No Dry Ice Constructed from alu
Slide 11: What does success look like?
What does success look like? Longer temperature hold time allows for vaccines to be moved via air freight as opposed to express freight, hence greatly reducing costs. Up to 10 x more vials per flight Less weight. No requirements or handling of dry ice.
Slide 12: Project Overview
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Slide 13: Reserves & Resources - Virginia Project
Reserves & Resources - Virginia Project March 2019 Numbers, with Helium Prospective Resources Added (Update Expected Next Month, Following ASX and JSE Review) Proved + Proved + Probable Reserves Total Proved (1P) Probable Possible Probable (2P) + Possible (3P) ~7bn diesel Methane (BCF) 40.76 98.23 1
Slide 14: Global Helium Resources
Global Helium Resources Global Helium Resources in Billion Cubic Feet 400 4.0% 350 3.5% 300 3.0% Billion Cubic Feet % Helium in Gas 250 2.5% 200 2.0% 150 1.5% 100 1.0% 50 0.5% 0 0.0% Qatar Algeria Russia US Canada China Australia Poland Renergen Proven Contingent Prospective % Concentration • Qatar
Slide 15: Phase 1 - Overview
Phase 1 - Overview Overview Recent Images Design Capacity • 2700GJ per day LNG of daily production • 350 KG per day helium of daily production (Average concentration 2.5%) Exploration • 12 X existing wells connected • 5 new wells being made production ready to connect to pipeline • Planning of new c
Slide 16: Phase 2 - Overview
Phase 2 - Overview Overview Artistic Impressions Design Stage • Saipem to supply the plant FEED by 30 September • EPCM to supply gas gathering FEED by 15 September • Sproule (formerly MHA) completing first draft of Reserve update for JSE and ASX to commence review and comment process Drilling • Will
Slide 17: Tradeable Helium
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Slide 18: Helium as a Tradeable Commodity
Helium as a Tradeable Commodity Renergen will issue the first helium-backed tradeable security using Block-Chain technology Instrument Fundamentals Collateral • Up to $25MM Reg D raise • Physical helium gas asset through backed by the commodity a Liquid Helium (LHe) offtake • Discount structure agre
Slide 19: Description of Offering
Description of Offering Instrument Issuer: Renergen Helium US Inc. Offering Amount: Up to $25,000,000 Fund the completion of up to 40 natural gas and helium exploration and production wells, the construction of gas Purpose: gathering systems and the gas processing plant; and initial funding and capi
Slide 20: Instrument Parameters
Instrument Parameters • First tradeable security backed by helium as a commodity • Instrument will be issued under Reg D/S out of Renergen Helium US Inc, and over 3 months assigned to Swiss entity • The Swiss structure will become a regulated entity, and fully tradeable on digital exchanges • Instru
Slide 21: Benefits of Issuance
Benefits of Issuance Creates Visibility for Accelerates Phase II Access to Non- Spot Price Drilling Dilutive Capital Market Awareness Structure for for Renergen in US Renergen to Expand and Europe Helium Trade 21
Slide 22: www.renergen.co.za
www.renergen.co.za Copyright Renergen all rights reserved. Renergen is the owner of the intellectual property contained in this document. This information is private and confidential accordingly any redistribution or reproduction of part or all of the contents in any form is prohibited; other than t