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Leaf Energy Ltd Investor Presentation August 2014

Leaf Energy Ltd Investor Presentation August 2014. Forward Looking Statements.

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Leaf Energy Ltd Investor Presentation August 2014

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  1. Leaf Energy LtdInvestor PresentationAugust 2014

  2. Forward Looking Statements 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.

  3. Investment Highlights Leaf Energy’s GlycellTM Process: • An opportunity to invest in a disruptive technology to produce cellulose • Cellulose is used in multiple billion dollar markets • Market demand for cellulose is forecast to significantly outstrip supply by 2020 • New proprietary technology delivering cost and efficiency advantages to traditional manufacturing techniques • New technology which can process waste biomass not financially viable using traditional manufacturing techniques • Additional income stream - converting cellulose to sugars

  4. The carbon evolutionThe future of materials * LüderGerking, CEO, Nonoval GmbH & Co.KG

  5. Cellulose The most abundant organic material on the planet

  6. What is Cellulose?Cellulose is a fibre that is a major part of a plants

  7. CellulosePropertiesBenefits and uses

  8. CelluloseThe building block for bio-based products 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 Sources: 1 Lenzing 2011 2 Markets and Markets September 2013. 3 Lux Research 2012. 4 European Forum for Industrial Biotechnology

  9. The “Cellulose Gap”Demand rapidly outstripping supply The Cellulose Gap Source: Lenzing, 2011

  10. Leaf Energy’s Glycell™ Process An innovative solution to the emerging need in the cellulose market disruptive technology for cellulose production

  11. The Glycell™ ProcessProprietary technology for cellulose production The Glycell ™ process has compelling advantages over traditional methods of cellulose extraction • Simple, innovative, low cost and effective • Uses a waste reagent • Low temperature and low pressure • Operates continuously • Uses abundant renewable resource • Significantly lower capital costs 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 • Significantly lower operating costs Waste reagent, low energy, low capital and quick (30 min) processing time • Off the shelf equipment • Operates at any scale Product benefits: Economic benefits:

  12. Environmental benefitsUtilising waste biomass at low energy The Glycell™ process can produce cellulose at any scale eliminating capital expenditure as a barrier to entry

  13. Pathway to commercialisationWhere are we at? Robust Commercial path for GlycellTM process:

  14. Commercialisation Monetising waste biomass

  15. Strategic DirectionCapitalising on the development to date

  16. CarboxylmethylCellulose (CMC)A versatile, high value output • CMC

  17. Turning Cellulose into sugarsAn important second market - opportunity to licence • 1European Forum for Industrial Biotechnology

  18. 1c Engineering design for location • 1b Engage potential partners • 2b.Construct first production plant • 2c.Complete initial supply and launch sale agreements • 1a.Secure plant location and biomass • 2a. Finalise construction capital • 3a. Commence production and sales Value CreationSteps leading to production of Cellulose 9 months 10 to 24 mths > 24 mths UNDERWAY

  19. Near Term Milestones

  20. Intellectual Property and Strategy • Two patent applications lodged • Production of Cellulose from biomass • Production of sugars from biomass • Leaf Energy has received a Freedom to Operate report for the GlycellTM process assessed on an Australian law. • Leaf Energy has developed significant knowledge regarding the GlycellTMprocess and the company owns trade secret and significant know how regarding the Glycell™ Process .

  21. Experienced Executive TeamDomain expertise and influence

  22. Leaf Energy Ltd (LER)Capital structure and shareholdings1 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)

  23. Investment Rationale

  24. Expressions of InterestParticipate in the future of biomaterials

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