Esker Infrastructure Corp. · TSXV:ESKR
Esker Infrastructure — Cielo Waste Solutions — Investor Presentation (July 2020)
22 slides from Esker Infrastructure's investor presentation, July 2020
Slide 1: A Window to a Cleaner World
Cielo Waste Solutions Corp. July 2020 Investor Presentation CSE:CMC OTCQB:CWSFF A Window to a Cleaner World.
Slide 2: Disclaimer
Disclaimer This presentation contains certain statements that may be Investors are cautioned that any such statements are not deemed “forward-looking statements”. All statements in this guarantees of future performance and actual results or document, other than statements of historical fact, that ad
Slide 3: World expected to generate 3.4 billion tons of waste annually by 2050
By 2050, the world is expected to generate 3.4 Billion tons of waste annually, increasing drastically from today’s 2.01 Billion tonnes in 2016. – World Bank Group Window to a Cleaner World 3
Slide 4: Company Overview
Company Overview • Cielo is a Canadian and USA publicly traded waste-to-energy company, with primary operations in Red Deer, Alberta, Canada that transforms landfill garbage into high grade renewable fuel. • Cielo holds the exclusive licence for the global rights to a patent-pending proprietary tech
Slide 5: Company Overview Continued
Company Overview Continued • Cielo uses a refining process referred to as Thermal Catalytic Depolymerization, which blends waste with a proprietary chemical catalyst and low heat to change the composition of the material, producing renewable transportation diesel, jet fuel and naphtha fuel. • Canadi
Slide 6: Experienced Management Team
Experienced Management Team Don Allan Dr. Roderick Facey Shawn Frenette Stuart McCormick President & CEO Lead Engineer Chief Financial Officer VP Compliance & Reg. Affairs 30+ years of executive Professional engineer with a 20+ years of experience 30+ years as Professional leadership experience doct
Slide 7: Supportive Board Of Directors
Supportive Board Of Directors Don Allan Robin Ray Chris Dovbniak Doug MacKenzie Mel Angeltvedt Lionel Robins • Chairman • CGA and Partner, • 30+ years of • Former EVP Suncor • President, Bozco • CEO of Renewable U • President & MacNevin & Ray experience in process (Refining and Marketing), Enterpris
Slide 8: Demand for Biodiesel in Canada
Demand for Biodiesel in Canada Diesel Consumed Biofuels Locations Blend % 2015 Required BC 4.0% 1,852 74 AB 2.0% 4,019 80 SK 2.0% 1,315 26 MB 2.0% 1,350 27 ON 2.0% 5,427 109 QC 0.0% 3,177 0 Maritimes 0.0% 1,140 0 Territories 0.0% 178 0 Federal Mandate 2.0% 17,412 348 Total/Average 3.8% 17.4 Billion
Slide 9: Advantageous Economics Over Traditional Diesel
Advantageous Economics Over Traditional Diesel Cielo’s Traditional Biodiesel Renewable Diesel Production Cost/L $0.36 - $0.50 (Avg $0.43) $0.39 - $0.64 Feedstock Cost/L $0.85 - $1.32 (Avg $0.97) $0.06 - $0.11 Total Cost $1.21 - $1.82 (Avg $1.40) $0.45 - $0.75 Price in Edmonton $1.25/litre $1.55 - $1
Slide 10: Our Process to Convert Waste
Our Process to Convert Waste Cielo’s process is referred to as Catalytic Thermal Depolymerization. Waste materials are blended with used motor oil and a powdered chemical catalyst. The mixture is then heated to a temperature that breaks down the molecules and “cracks” the materials into a blend of d
Slide 11: The Cielo Advantage
The Cielo Advantage • Cielo refineries can transform most household and industrial waste that currently goes to landfill into valuable diesel fuel. • Our refineries operate with virtually no emissions. • We help in greatly reducing methane emissions from landfills, as well as reduce reliance on impo
Slide 12: Completed R&D Phase
Completed R&D Phase • Over 200 upgrading technologies were reviewed • A detailed evaluation on 22 technologies was performed • Worldwide Exclusive licence Agreement signed on a technology that converts multiple feedstocks (sawdust, plastics, tires, construction waste and municipal organic and solid
Slide 13: Recent Engineering Design Improvements
Recent Engineering Design Improvements • Improvements to the front-end of the process have been implemented that allow for higher waste volumes and multiple feedstocks • Waste recovery process has been added to the reactor which now vaporizes the waste stream, allowing for recapture of catalyst and
Slide 14: Benefits of First Refinery in Aldersyde
Benefits of First Refinery in Aldersyde • Purchased existing biodiesel plant & land • Hosted Grand Opening on July 11th, 2019 • Improved modifications have resulted in higher production and lower operating costs • 2.45-acre site fully serviced with land use zoning in place • Only 25 km south of Calg
Slide 15: Completed Operations
Completed Operations Secured feedstock supply for entire production volume for Aldersyde Refinery Signed off-take agreement to sell all production $.13/liter Alberta Bio-Producers Grant Phase I Upgraded Modifications to design resulted in increase to projected capacity Output capacity ~100
Slide 16: Next Operational Phases
Next Operational Phases Phase 2 Additional automation to be added Addition of Material Recovery Equipment for multiple feedstocks Increased productive capacity at Aldersyde to 2,000 l/h of renewable fuels Phase 3 Initiation of Joint Venture Refineries Window to a Cleaner World 16
Slide 17: Recent Executed MOUs
Recent Executed MOUs • Cielo recently signed memorandums of understanding for Joint Ventures in Grande Prairie, Calgary, Medicine Hat, Lethbridge & Halifax (“JV Refineries”) • Highlights of the proposed terms of the joint venture agreements include: • Joint venture partners (“JV Partners”) are respo
Slide 18: 2019-2020 Milestones – Completed & Upcoming
2019-2020 Milestones – Completed & Upcoming Sale of Current Fuels Upgrades to Front-End Desulfurization • With sulfur • Fabricate and Install • Solutions Being Tested Completed Completed Calendar Q1 2021 1 2 3 4 5 Debut of Cielo Additional Sale of Fuels • Grand Opening July 11, 2019 • With Sulfur Co
Slide 19: Calendar 2019 – 2020 Operational Timeline
Calendar 2019 – 2020 Operational Timeline PHASE 1 ENGINEERING INSTALLATION OF COMMISIONING OF IMPROVEMENTS IMPROVEMENTS REFINERY Commissioning Upgrades to process Installation of new equipment Start refinery into continuous flow production 2019 Q1 Q2 Q3 Q4 SERVICES AND ON GOING PERMITTING FO
Slide 20: Investment Highlights
Investment Highlights • Proven Technology – millions of dollars and years spent on R&D (through various related companies), validation from multiple 3rd parties; cutting-edge technology is a game changing solution to the world’s garbage problem • Exclusive license - Cielo holds an exclusive global l
Slide 21: Share Metrics & Ownership Summary
Share Metrics & Ownership Summary Cielo (CSE:CMC) Ownership Summary Share Price (CAD) $0.04 Management and 37% Insiders undiluted Market Cap (CAD) $10.3M Management and 21% Shares Outstanding 256,419,009 Insiders diluted 52 Week Price Chart (**as of June 30, 2020) Warrants 59,208,085 4.74M @ $0.25 O
Slide 22: Cielo's Green Refineries Have The Potential To Solve The Global Garbage Crisis
Cielo’s Green Refineries Have The Potential To Solve The Global Garbage Crisis & Make The Planet A Better Place For Generations To Come Operational Headquarters Donald Allan, Cielo Waste Solutions Corp. President & CEO Bridgeview Place II [email protected] Suite 115, 5114-58 Street Red Deer, Albe
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