ENVIRONMENTAL CLEAN TECHNOLOGIES LIMITED. — AGM Information 2013

Nov 28, 2013

Annual General Meeting

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Shareholder
Update

29
November
2013

Overview

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§ The
year
just
passed § Our
Strategy § The
year
ahead

**2013

–
Great
Progress,
Great
Frustra7on**

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§ Key
Markets
for
our
technologies § Coldry
acEvity
&
update § Matmor
acEvity
&
update

**2013:

Key
Markets
–
Thermal
Coal**

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**2013:

Key
Markets
-­‐
Iron
&
Steel**

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§ Industry
over-­‐capacity
conEnues
to
be
a
structural problem § Project
Coking
coal
supply
shorJall
has
received
some respite
with
decreased
growth
in
China § CompeEEon
basis
is
driven
by
cost

– Cost
advantage
is
King

• Coking
  coal
  &
  Iron
  ore
  pricing
  is
  largely
  stable

**2013:

Coldry**

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§ ProspecEve
targets
&
applicaEons § Design
for
Commercial
DemonstraEon § ALDP § India
strategy

**2013:

Coldry
–
Targets
&
Applica7ons**

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§ ApplicaEons:
§ Targets
– –
Thermal
/
Power
generaEon
Thermal
• •
Blend
Aus
DomesEc
• •
Solo
Aus
Export
•
–
Conversion
–
“Gateway”
O/S
DomesEc
• –
Pyrolysis
Conversion
•
GasificaEon
– –
Metallurgical
Matmor
• •
Matmor
ECT
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§ LV
CDP
§ India
CDP
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**2013:

Design
Works**

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§ Work
concluded
in
August
2013
-­‐
CDP

– Ready
to
proceed
with
the
right
constructor
here
in
Aus – Same
engineering
will
be
used
as
the
basis
for
other installaEons,
with
engineering
customisaEon
as
needed
for specific
requirements • e.g.
India
different
coal
&
climate

**2013:

Design
works
–
Other
outcomes**

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§ SubstanEally
improved
Materials
&
Energy
balance modeling
capability – Simulate
other
coals,
climates
&
waste
heat
integraEon opEons

§ “Full
scale”
Packed
Bed
Dryer tesEng
unit

– Capacity
to
validate
modeling – Expanded
product
tesEng
capability

**2013:

ALDP**

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§ Advanced
Lignite
DemonstraEon
Program § The
Company
submiaed
our
applicaEons
as
required under
the
process,
and
provided
all
required
responses § The
program
is
behind
schedule § There
is
no
further
update
available
from
either
the Federal
or
State
Governments

**2013:

Matmor
–
Current
Ac7vity**

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§ Necessarily
needs
to
follow
Coldry
commercialisaEon so
it
can
draw
upon
suitable
feedstock § AcEvity
in
2013
has
focused
upon
beaer
understanding the
applicable
footprint
of
Matmor
technology

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**Strategy:

Coldry**

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§ Deploy
CDP
to
demonstrate
and
act
as
‘the
best collateral
possible’

§ De-­‐risk
adopEon
through
cost
reducEon

– India
Manufacturing
plans

§ Expand
adopEon
prospects

• Geographically
  –
  more
  Lignite
  fields

• ApplicaEon
  –
  integraEon
  within
  other
  processes
  as
  a Gateway

• e.g.
  front
  end
  drying
  soluEon
  in
  gasificaEon
  plant

**Strategy:

Coldry
–
India**

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§ ECT’s
India
strategy
is
to:

– Develop
prospecEve
Coldry
projects
in
India

– Develop
an
equipment
supplier
base
to
provide
lowest possible
cost
suitable
equipment
to
Coldry
projects
globally to
enhance
project
economics § Prospects: – Three
major
Lignite
fields;
Tamil
Nadu
(South),
and Rajasthan
&
Gujarat
(North
West) § Supplier
development:

• Commenced
  work
  with
  YES
  BANK

**Strategy:

Matmor**

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§ Secure
Financial
&
Technical
partner
to
support
Pilot
Plant development

• Market
  to
  companies
  who
  will
  be
  able
  to
  benefit
  the
  most,
  e.g.

• Coking
  coal
  cost
  /
  supply
  risk

• Waste
  stream
  avoidance

• “Ferro+”
applicaEons

§ Select
engineering
provider,
&
develop
Pilot
Plant engineering
package – To
be
built
around
specific
formulaEons
driving
the
interest
of F&T
partner

**The

year
ahead**

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§ Coldry
–
A
change
in
emphasis

– Detailed
design
now
complete

• Emphasis
  shiis
  to
  more
  ‘MarkeEng’

• The
  best
  element
  of
  markeEng
  for
  FOAK
  is
  a
  demonstraEon
  plant

• Hence,
focus
is
on
CDP
(two
key
targets)
and
the
project development
work
to
support,
e.g.
India
Manufacturing
strategy
to lower
costs

**The

year
ahead**

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§ Matmor
–
Increase
in
development
works

• Structured
  plan
  to
  move
  to
  Pilot
  Plant

• Financial
  &
  Technical
  partner
  search
  conEnues

– Several
prospects
in
play

• Engineering
  partner
  search
  to
  commence

• High
  temperature
  PyroMet
  engineering
  is
  best
  offshore

• Test
  Plant
  work
  plans
  to
  support
  target
  PP
  in
  development

• Will
  be
  set
  in
  moEon
  following
  F&T
  partner
  arrangements

• ConEnued
  access
  under
  arrangements
  with
  Maddingley
  Technology

– Agreements
to
secure
this
in
discussion
now

**Thank

you.**

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§ Ashley
Moore Managing
Director § info@ectltd.com.au § +613
9909
6784 § www.ectltd.com.au

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