TAKING CLEANTECH FROM
LOCAL INNOVATION TO
GLOBAL LEADER
Paul G. Antle, B.Sc., M.Eng., CCEP
President and CEO, Phase Separation Solutions
TSXV:WMT
From Local Innovation To Global Leader
 Why Now is the Time for Cleantech
 Cleantech Overview – Market and Investment
 Business Strategy and Competitiveness
 A Business Case: TPS Technology Becomes A
Niche Global Solution
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Why Now is the Time for Cleantech
Financial Crisis + Environmental Crisis = A
Unique Opportunity to Re-invent the World
We
We
We
We
have the resources (financial and technological).
have the need.
need new ways of thinking, new models and new leadership.
can do it or let others do it for us (China).
“… the most important thing to happen in the last 18
months was that Red China decided to become Green
China…” Thomas Friedman (Sept 27, 2009)
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Cleantech Overview
Energy – generation, storage, infrastructure, energy efficiency
Transportation – vehicles, fuels and logistics
Water - filtration, purification, conservation and wastewater treatment
Air & Land - remediation, emission control, trading and offsets
Materials – environmentally friendly nano, bio, chemical materials
Manufacturing - monitoring/control appliances and smart production
Agriculture - land management, natural pesticides and fertilizers
Recycling & Waste - recycling services and waste treatment services
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Cleantech Market
Global Market for Cleantech estimated at $700 billion/year
Between 2010 and 2030 the world will need $40 trillion in
Cleantech Infrastructure
Canadian Environmental Market currently ranks at $30
billion/year
Ontario just announced $8 billion in renewable energy
contracts
British Columbia boasts 1000 Cleantech companies, has
reduced the Corporate Tax Rate for Cleantech to 15% and
brought in a Carbon Tax set at $30/tonne in 2010.
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Public Stimulus and the Cleantech Revolution
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A World Leader: Where China Spends Its Green
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Cleantech Investment
 The $825 billion US stimulus
package is projected to create 3 –
4 million jobs = $235,000/job
 Investment in Cleantech is shown
to create 2,700 jobs for every
$100 million = $37,000/job
 Cleantech is now the largest US
venture capital category
exceeding 27% of all VC
investment.
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Winning with Strategy
“To win every battle by actual fighting
before a war is won is not the most
desirable. To conquer the enemy without
resorting to war is the most desirable.”
Sun Tzu, The Art of War
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TPS Technology: Our Business Strategy
Thermal Phase Separation (TPS) Technology
Liability Elimination – Resource Recovery
Responsible Solutions
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TPS - The Process
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The Forces of Competitiveness
Buying and Selling “Green” is no longer a fringe category
– “GREEN IS THE NEW BLACK!”
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Five Forces Affecting the Soil Treatment Industry
Threat of New Entry
Bargaining Power
of Suppliers
Fairly stable environment
with suppliers regardless of
Competitors, etc.
- High Capital Cost
- Extensive government regulation and permits required
- Retaliation high, switching costs are low
- Equal access to marketplace
Rivalry Among
Existing Competitors
Industry growth has stalled due to price war.
Almost a commodity type business right now.
There are product differences but customers
do not seem to care.
Main competitors are publicly traded.
Substitutes
Buyer driven by price. Low switching costs.
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Bargaining Power
of Customers
- Customers are powerful some
with high volumes
- Geographically scattered with
some pockets of concentration
-switching costs are low
- substitutions could cause the
Customer more.
- Some customers are one-time
The Environomics
Pharmaceutical Waste Market – Canada
E&P Drilling Waste Market – Ecuador
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PS2’s Strategy Wheel to Diversify into Pharma
R&D
Full scale demos
required
Patentable
New SOPs
Info Systems
Tighter security systems and
waste tracking practices
required
Finance
Products & Target Markets
Capital required
for facility
upgrades and BD
Pharmaceutical Drug Treatment
Drug Mfg. & reverse
Logistics companies
Goal & Vision on How to Compete
Identify the new
Customer base and
educate
Pharma Waste Treatment while
recovering valuable hydrocarbons and
generating a secondary fuel source to
power the unit.
Human Resources
New sales staff required
New training required for
existing operational staff
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Marketing &
Service
Sales &
Distribution
Diversion of focus for
sales staff
Manufacturing
Procurement
Purchase of specialized
equipment to modify
plant
Internal Fabrication
Pharmaceutical Waste
• Pharma waste stream is 49.6% plastic packaging comingled with pharmaceuticals
• Due to co-mingling plastic is not readily
recyclable
• Typical management globally is incineration
• PS2 modified the TPS to depolymerize the plastic
and deactivate the pharmaceutical ingredients
• Patented the process
• Proven results illustrate the value
• 1m3 of pharma waste can yield up to 44 litres of
No. 2 Fuel Oil and up to 20m3 of “synthetic”
natural gas
• Producing only 60 kg CO2/mT (based on natural
gas consumption at 32m3/mT of waste)
• Treated for less cost than incineration
• Incineration offers no recovery value at all and
produces over 300kg CO2 /mT of waste
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For each 20,000 mT of
pharma waste
Incineration Produces
15,000 mT of GHG
TPS Produces 4 mT of
GHG
E&P Drilling Waste
• Major oil company obtains approval to drill in
Ecuadoran Amazon
• Site is eco-sensitive
• Site is remote with helicopter access only
• Requires a system that is small, portable,
requires few crew
• Tasking is to separate very expensive, biodegradable, synthetic drilling
fluid from produced mud and cuttings for reuse
• Must produce treated solids that can be re-vegetated
• TPS is the only cost effective and proven solution
• Treated over 10,000 mT of cuttings
• Recovered 2,100 bbls of synthetic drilling fluid
• Recovered 250 bbls of crude oil
• Saved the operator over $1.5 million
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Closing Thought
“Right now we are experiencing a once in a
lifetime moment where environomics is the
new discipline and for the first time in our
history capitalism and environmentalism have
truly merged.”
Paul Antle, Serial Entrepreneur
TSXV:WMT