Bqe Water Inc · TSXV:BQE
Bqe Water — Investor Presentation (June 2023)
19 slides from Bqe Water's investor presentation, June 2023
Slide 1: Recurring Revenues from Water
Recurring Revenues from Water Corporate Presentation June 2023 www.bqewater.com | 1
Slide 2: Forward Looking Statement
Forward Looking Statement Certain information contained herein may not be based on historical fact and therefore constitutes "forward-looking information" under applicable Canadian securities legislation. This includes without limitation statements containing the words "plan", "expect", "project", "
Slide 3: Who We Are
Who We Are BQE Water are specialists responsible for clean water production. We help clients comply with water quality regulations, minimize liabilities and achieve ESG goals. Customer-centric Driving Technological Holistic Approach to Business Model Innovation Water Management Performance based Ret
Slide 4: BQE Water By Numbers
BQE Water By Numbers 27 20 M treatment plants 4 technologies m3 of wastewater designed and commercialized built globally treated annually since 2003 4,000+ 100% tons of valuable metals recovered 1,000+ of projects waste residue annually tons of sodium cyanide eliminated or reduced recycled annually
Slide 5: Last 12 Months Snapshot
Last 12 Months Snapshot Win both MetSoc Innovation Complete Performance & Sustainability Awards Test for plant that for contributions to simultaneously removes environmental protections sulphate and selenium in mining Awarded contract for Sign 2nd multi-year design of SART plant for operations contr
Slide 6: Why Invest in BQE Water
Why Invest in BQE Water Unique IP in Growing Addressable Regulated Market At forefront of environmental issues for selenium, sulphate, cyanide and tailings. Mining focus with Power Generation an emerging market. Strong Project Pipeline with Leading Mining Companies Sole sourced projects to grow recu
Slide 7: Our Mine Water Opportunity
Our Mine Water Opportunity 90% of Mineral Processing Uses Water Secure water supply needed Water recycle to reduce costs Production Government Water or no business operations Needs Regulations Water access in era of climate change Mt Polley tailings dam breach Permitting & Regulatory Complianc
Slide 8: Mining Market Segments & Our Services
Mining Market Segments & Our Services Mines in Development Active Mines Closed/Legacy Mines Timeframe Permitting to Production Operating Life Closure Time Horizons 5 to 10 years Base metals: 20 years 20+ years Precious metals: 10 years Successful ~ 5 years Unsuccessful ~ perpetuity Clients Junior mi
Slide 9: Our Advantages: Entrenched Solutions
Our Advantages: Entrenched Solutions Identifying Solutions Consulting Technical Implementing Innovation Operations Solutions Developing New Solutions www.bqewater.com | 9
Slide 10: Unique IP & Expertise
Unique IP & Expertise Selective process METALS SULPHATE technologies supporting BioSulphide® & ChemSulphide® Sulf-IX™ the environmentally responsible and socially acceptable extraction of critical metals CYANIDE SELENIUM SART (Open Source) & DETOX Selen-IX™ www.bqewater.com | 10
Slide 11: Tolling Fees for Clean Water
Tolling Fees for Clean Water Generate Recurring Long-term Operations Monetize the Value Revenues Contracts of our IP Production of clean Provide operations and Fees from water treatment water compliant with maintenance services for and technical support permitted regulations plants we design experti
Slide 12: Market Growth Potential
Market Growth Drivers for continued and steady demand for our water services will come from: Potential Regulatory Oversight & Social Responsibility Sustainable mine water management is critical for projects to be both environmentally responsible and socially acceptable Metals Demand to Decarbonize W
Slide 13: Average Project Revenues
Average Project Revenues $26 M per PROJECT Over 30 yrs DEV/PERMIT OPERATIONS CLOSURE/POST-CLOSURE ~$1.5 M ~$22.5 M ~$2 M Over 5 yrs Over 15 yrs Over 10 yrs www.bqewater.com | 13
Slide 14: Global Footprint
Global Footprint Projects for leading resource companies & regulators Glencore Teck Resources Jiangxi Copper Anglo American Freeport-McMoRan Barrick Gold US EPA US Power Utility Codelco Trafigura Kinross Gold Orano Centerra Gold South32 Torex Gold Established presence in key markets North America La
Slide 15: Global Trends
Global Trends Environmentally responsible and Obligation for positive social acceptance of mining engagement and active projects – water key factor to both involvement with 1 2 indigenous communities – clean water an opportunity to bring Global decarbonization that local communities on demands criti
Slide 16: Financials (in thousands)
Financials (in thousands) Proportional & GAAP Revenues Working Capital $20,000 $8,000 $15,000 $6,000 $10,000 $4,000 $5,000 $2,000 $0 $0 2018 2019 2020 2021 2022 2018 2019 2020 2021 2022 57% Record high 57% Of revenues Proportional and GAAP Year over year increase are recurring revenues in 2022 in wo
Slide 17: Project Pipeline
Project Pipeline Drivers Technology Detox Cyanide recycle 15% 13% Selenium Metal Recovery Other 27% 10% 8% Environmental Water Reuse compliance 5% 67% Sulphate 13% Arsenic stabilization 5% Metals SART 22% 15% 85% 62% Selenium Of projects have Of projects are Projects represent potential for sole sou
Slide 18: Leadership Team
Leadership Team Peter Gleeson David Kratochvil PhD, PEng Heman Wong CPA, CGA Oscar López Executive Chairman President & CEO CFO GM, Latin America 30+ years in executive 20+ years in wastewater treatment 10+ years in private/public practice 20+ years in chemical and management and board advisory and
Slide 19: Market Cap & Treasury Trajectory
Market Cap & Treasury Trajectory As of June 21, 2023 Exchange Shares Outstanding TSX-V: BQE 1.2 M Market Cap Cash 40 8 30 6 $ Millions $ Millions 20 4 10 2 0 0 4Q2018 4Q2019 4Q2020 4Q2021 4Q2022 4Q2018 4Q2019 4Q2020 4Q2021 4Q2022 www.bqewater.com | 19