Nh3 Clean Energy Limited · ASX:NH3
Nh3 Clean Energy — Hexagon Energy Materials — Shareholder Meeting (November 2023)
20 slides from Nh3 Clean Energy's shareholder meeting presentation, Nov 30, 2023
Slide 1: ASX Announcement: AGM Presentation Amendment
ASX Announcement | 30 November 2023 Hexagon Energy Materials Limited (ASX: HXG) Annual General Meeting Presentation Amendment Hexagon Energy Materials Limited (ASX: HXG) attaches hereto a presentation given at today’s Annual General Meeting which has been amended to correct an immaterial typographic
Slide 2: Locations of Hexagon's Projects
Locations of Hexagon's Projects Page 2 of 2
Slide 3: Annual General Meeting
Hexagon Energy Materials Ltd Annual General Meeting 30 November 2023 ©©2023 2023Hexagon HexagonEnergy EnergyMaterials MaterialsLimited Limited(ASX: (ASX:HXG) HXG) 1
Slide 4: Hexagon's WAH2 Project
Hexagon Energy Materials Ltd Hexagon’s WAH2 Project Low Emissions Ammonia From Australia to APAC © 2023 Hexagon Energy Materials Limited (ASX:HXG) 2 © 2023 Hexagon Energy Materials Limited (ASX: HXG)
Slide 5: Important Notices
Important Notices DISCLAIMER The purpose of this presentation is to provide background information to assist in obtaining a general understanding of the Company’s proposals and objectives. This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking st
Slide 6: Hexagon Energy Materials
Hexagon ASX listed project developer (HXG)* Energy Competitive, low-emissions ammonia export project (WAH2), annual net CF A$244 million (100% project)1 Materials Limited Targeting substantial Asian coal co-firing market opportunity, ~US$10 Bn pa market by 20352 Site secured & highly encouraging PFS
Slide 7: The opportunity – substitute ammonia for coal
The opportunity – substitute ammonia for coal Japan plans to prioritize low-emissions ammonia to meet its climate targets Ammonia for Coal Electricity producers in North Asia are targeting to substitute ammonia for coal in their thermal power stations Govt Backing Co-Firing Emissions Target Current
Slide 8: Japan's Ammonia criteria
Japan’s Ammonia criteria Australia well-placed, Hexagon best-placed Detailed engineering work by Petrofac Low Less than 4.2 T CO2e /T demonstrates emissions intensity of H2e1, lower preferred and Emissions prioritized 1.1 T CO2e /T H2e, further improvement opportunities identified3 WAH2 Project Base
Slide 9: Project overview - Hexagon's WAH2 export plant
Project overview - Hexagon’s WAH2 export plant Material volumes of low-emissions, cost competitive ammonia, target online before 2030 S U P P LY END INPUTS PRODUCTION OUTPUTS CHAIN USE Natural gas NH3 WAH2 plant Ammonia NH3 export Power generation to replace coal in CO2 for Japan & Water sequestrati
Slide 10: Project site - allocation of Maitland SIA site
Project site - allocation of Maitland SIA site Proximity enables lower cost access to required services and infrastructure Hexagon allocated 40 ha site in Maitland SIA • Access to existing deep-water port, existing infrastructure corridors, multiple CCS options; adjacent to DBNGP2 Award of land to p
Slide 11: WAH2 Project is best-placed
WAH2 Project is best-placed Early mover project with competitive advantages related to tech. choice and secured site Australian Hydrogen Projects More than 140 hydrogen-related projects have been > 140 announced in Australia 30 Low-emissions Ammonia Of these, only 30 are targeting low-emissions ammo
Slide 12: Partnering with experienced industry players
Partnering with experienced industry players HXG is seeking the fastest, lowest-cost, lowest-risk pathway to production Partners accelerate pathway to operation: By partnering with existing industry players, Hexagon can de-risk technical issues and enable Natural Gas Electric lower costs by using ex
Slide 13: Our team
Our team Experienced team supplemented by strategic partners to secure way forward for WAH2 Board of Directors Project Leadership Team Industry partners Charles Whitfield Andrew Kirk Stephen Hall Reinhardt Matisons Chairman Commercial Director CEO/ Project Leader Business Development CIO of Drumrock
Slide 14: Pathway to first production
Pathway to first production Preserving shareholder value by staged approach PRE-FEED FEED PH1 BUILD & COMMISSION • Target completion Q2 2024 • Target completion Q2 2025 • Target completion 2028 • Current funding • Total expenditure ~$12-15 M • Total expenditure ~$1,620 M • Self-fund; any capital rai
Slide 15: Timeline - significant milestones approaching
Timeline - significant milestones approaching MoUs with counterparties next step for WAH2 Project value realisation Hexagon WAH2 Project Indicative Timeline RFSU 2028 Prefeasibility Basis of Design FID Assess Pre-FEED FEED EPC and commissioning 2023 2024 2025 2026 Award of land Complete Pre-Feasibil
Slide 16: Compelling proposition
Compelling proposition FEED on WAH2 the next key milestone, pathway to Project partnerships Early mover in Advantaged substantial Near-term Attractive Growth project making market catalysts returns upside significant progress Accessing Ongoing growth Hexagon is a front Secured project site governmen
Slide 17: Hexagon's Graphite and Mineral Assets
Hexagon Energy Materials Ltd Hexagon’s Graphite and Mineral Assets © 2023 Hexagon Energy Materials Limited (ASX: HXG) 15
Slide 18: Graphite Assets
Graphite Assets Progress continues with our Graphite JV partners in USA and Australia Ceylon Project JV with South Star Graphite • Second DDH drilling campaign and completed 15 holes program for a total of 1998 meters. Results due November 2023 • NI43-101 PEA scheduled for completion by end of March
Slide 19: Hexagon's other Mineral Assets
Hexagon’s other Mineral Assets McIntosh and Halls Creek mineral tenements McIntosh and Halls Creek JV discussions in progress • Further product test work currently being undertaken • Review of results and data updated with PGE and Base metals potential identified • Demonstrates strong potential for
Slide 20: For Further Information
FOR FURTHER INFORMATION please contact: Stephen Hall, Chief Executive Officer [email protected] +61 8 6244 0349 hxgenergymaterials.com.au This announcement has been authorised for release to the ASX by the Board of Hexagon Energy Materials Ltd. CONFIDENTIAL 18 © 2023 Hexagon Energy Mate
Hexagon Energy Materials — Shareholder Meeting (November 2023) on 6ix