Leaf Energy Ltd Investor Presentation August 2014. Forward Looking Statements.
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This presentation does not constitute, or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy any securities, nor the solicitation of any vote or approval in any jurisdiction, nor shall there be any sale, issue or transfer of the securities referred to in this presentation in any jurisdiction in contravention of applicable law. Persons needing advice should consult their stockbroker, bank manager, solicitor, accountant or other independent financial advisor.
Certain statements made in this presentation are forward-looking statements. These forward looking statements are not historical facts but rather are based on Leaf Energy’s current expectations, estimates and projections about the industry in which Leaf Energy operates, and its beliefs and assumptions. Words such as "anticipates," "expects," "intends," "plans," "believes," "seeks,” "estimates,“ “guidance” and similar expressions are intended to identify forward-looking statements. and should be considered an at-risk statement. Such statements are subject to certain risks and uncertainties, particularly those risks or uncertainties inherent in the process of developing technology and in the endeavour of building a business around such products and services. These statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and other factors, some of which are beyond the control of Leaf Energy, are difficult to predict and could cause actual results to differ materially from those expressed or forecasted in the forward-looking statements. Leaf Energy cautions shareholders and prospective shareholders not to place undue reliance on these forward-looking statements, which reflect the view of Leaf Energy only as of the date of this presentation. The forward-looking statements made in this presentation relate only to events as of the date on which the statements are made. Leaf Energy will not undertake any obligation to release publicly any revisions or updates to these forward-looking statements to reflect events, circumstances or unanticipated events occurring after the date of this presentation except as required by law or by any appropriate regulatory authority.
Leaf Energy’s GlycellTM Process:
* LüderGerking, CEO, Nonoval GmbH & Co.KG
The most abundant organic material on the planet
Demand for cellulose increasing 84% by 20301
Green chemicals market expected to grow at 20% pa to exceed $500BN by 20174
Manufacture of bio-plastics is expected to rise by 140% to 9.2M tons by 20163
Drilling mud market predicted to grow to $15b by 2018 at CAGR of 7.5%2
1 Lenzing 2011 2 Markets and Markets September 2013. 3 Lux Research 2012. 4 European Forum for Industrial Biotechnology
The Cellulose Gap
Source: Lenzing, 2011
An innovative solution to the emerging need in the cellulose market disruptive technology for cellulose production
The Glycell ™ process has compelling advantages over traditional methods of cellulose extraction
20 ton per hour plant based on Andritz quote - Base cost $18.4M total cost after contingency, profit planning etc $32.8M. Compare with Lignol, Borregard demonstration plants, similar capex but 1 ton per day
Waste reagent, low energy, low capital and quick (30 min) processing time
The Glycell™ process can produce cellulose at any scale eliminating capital expenditure as a barrier to entry
Robust Commercial path for GlycellTM process:
Monetising waste biomass
10 to 24 mths
> 24 mths
Leaf Energy’s cash in bank position together with its IP portfolio indicates there is considerable room for growth in its Enterprise Value
Source: ASX Trading Platform, 15th July 2014
1. After announced capital raising completed (based on 4c for 30th June 2014 plus funds raised)