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AEG – AGM Presentation July 2021
What is AEG’s strategy?
P2AEG – AGM Presentation | July 2021
AEG’S STRATEGY
CoalSwitch™ samples | July 2021
• Active Energy Group plc (AIM: AEG) is a London listed renewable energy company focused on the production and development of next generation biomass products that have the potential to transform the traditional coal fired-power industry and the existing renewable biomass industry.
• The Company has developed a proprietary technology which transforms waste biomass material into high-value renewable fuels. Its patented product, CoalSwitch™, is a leading drop-in renewable fuel that can be co-fired with coal, or completely replace coal as an alternative feedstock without requiring significant plant modifications or replace existing biomass feedstock resources.
• Active Energy Group's immediate strategic focus is the production and commercialisation of CoalSwitch™ and further CoalSwitch™ fuel blends that utilise other waste wood and residual materials.
Renewed focus on next generation biomass products
First CoalSwitch™ production completed
First delivery of fuel to PacifiCorp at Hunter Valley Power plant
Waste feedstock from Maine the first source of waste materials
Establishing an independent testing program in North America & internationally
Deliveries to prospective customers have commenced – new sales program being established
P3AEG – AGM Presentation | July 2021
AEG PROGRESS UPDATE – JULY 2021
The opportunity
NEW TESTING PROGRAM
ADDITIONAL PROSPECTIVE CUSTOMERS
FIRST CUSTOMER DELIVERY
UTILISING WASTE FORESTRY RESIDUALS
HUGE GROWTH OPPORTUNITY
FIRST PRODUCTION
Pellet productionminimizing the use of
fossil fuels
Focus only on’residual’ feedstock
Using only waste feedstock resources
‘NEXT GENERATION’BIOMASS FUELDEVELOPMENT
Develop existingIP portfolio for next
generation biomass technologies
BIOMASS IP& PRODUCTION
KNOWHOW
SCALABLE FUEL PRODUCTION
FACILITIES
Fully develop up to 5 TPH manufacturing
facilities
Expand production capacity –
proprietary / JVs with lumber co’s
Develop manufacturing know
how
Ashland / Lumberton
P4AEG – AGM Presentation | July 2021
IMMEDIATE STRATEGIC FOCUS
Commercialise CoalSwitch™ &next generation biomass technologies
P5AEG – AGM Presentation | July 2021
THE ASHLAND FACILITY – JULY 2021
Source: AEG
P6AEG – AGM Presentation | July 2021
THE ASHLAND FACILITY – JULY 2021
Source: AEG
P7AEG – AGM Presentation | July 2021
LUMBERTON FACILITY – MAY 2021
Source: AEG
P8AEG – AGM Presentation | July 2021
THE COALSWITCH™ PROCESS
STAGE 1CoalSwitch™
immediately from the reactors
STAGE 2Processed
CoalSwitch™
STAGE 3Pelletized
CoalSwitch™
STAGE 4CoalSwitch™
ready for delivery
STAGE 5CoalSwitch™
ready for delivery
Fuel produced at AshlandJune 2021
UNITED STATESOF AMERICA
CANADA
NthCarolina
Maine
Utah
Each identified territory/provincehas made express enquiries about
CoalSwitch™ production
AEG current operations
P9AEG – AGM Presentation | July 2021
CURRENT & FUTURE COMMERCIAL INTEREST
• AEG has successfully delivered CoalSwitch™ fuel to PacifiCorp – current fuel test program underway at the Hunter Power Plant, Utah
• Samples of CoalSwitch™ have been sent to 10 prospective customers in North Americaand Japan
• AEG is establishing an active testing program for CoalSwitch™ fuels with independent North American universities
• Sales team to be lead by Max Aitken in H2 2021 – co-ordinating sales efforts in North America and internationally
P10AEG – AGM Presentation | July 2021
JULY 2021
Recent Developments
• AEG is delivering on its strategy to commercialise CoalSwitch™, its proprietary technology, which transforms waste biomass material into high value renewable fuels
• AEG believes that its CoalSwitch™ technology has clear advantages over traditional biomass manufacturing processes
• There are few alternative next generation biomass fuels currently available and the market requirement for new biomass fuels is immediate
• Focused goal is delivery of CoalSwitch™ to customers for their own analysis and for AEG to address this market opportunity
P11AEG – AGM Presentation | July 2021
OUTLOOK
Active Energy Group plc
Registered Office27-28 Eastcastle Street, London W1W 8DH UK
Registered in England and Wales Company No. 03148295
Advisers:
Nomad and Joint Broker:SP Angel Corporate Finance LLP
Joint Broker: Allenby Capital Limited
Financial PR: Camarco
