Jericho Energy Ventures Inc · TSXV:JEV
Jericho Energy Ventures — Investor Presentation (March 2023)
23 slides from Jericho Energy Ventures's investor presentation, March 2023
Slide 1: Advancing the Low-Carbon Energy Transition
ADVANCING THE LOW-CARBON ENERGY TRANSITION
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT FORWARD LOOKING INFORMATION AND STATEMENTS • Presentation and Reader Advisory This company overview presentation has been prepared by Jericho Energy Ventures (together with its affiliates, “JEV”) solely for informational purposes. This presentation includes certain statemen
Slide 3: Your Energy Transition Platform
YOUR ENERGY TRANSITION PLATFORM ‘All of the Above’ Investment Strategy: Exposure to the Entire Transition Harvesting Oil & Gas Asset Own & Operate Advantaged Minority Stake Investments Cash Flow and Expertise Low Carbon / Hydrogen in Disruptive Early-Stage Technologies Low Carbon Ventures Self-suffi
Slide 4: Solving the Energy Transition Dilemma
SOLVING THE ENERGY TRANSITION DILEMMA JEV’s strategy and incumbent expertise – delivering molecules required for today AND tomorrow – is focused on solving the dual challenges presented by the energy transition Strong cash flow today feeds the growth of tomorrow Oil and Gas Lower carbon forms of Ene
Slide 5: The Market Opportunity
THE MARKET OPPORTUNITY Government and Public Policy Countries that have adopted the Paris Climate Accord Largest Economies have announced Net Zero Carbon Emissions targets (U.S. China, Japan, EU, India) Degree Limit on Global Temperature Increase (vs. pre-industrial) Trillion Dollar Corporate Invest
Slide 6: The Team
THE TEAM Brian Williamson Ben Holman Ryan Breen Dean Moretton CEO CFO Head of Corporate Strategy Chief Commercial Officer • Spent 20+ years at various financial • Experienced financial leader with 18 years • Drives company-wide strategy focused on • 30+ Year Energy Industry Executive institutions an
Slide 7: Investing in the Energy Transition
INVESTING IN THE ENERGY TRANSITION What We Look For Commercialization with Technology Co. with Large and Growing Global Identified Market Disruptive Product Market Applications Identify pre or early-revenue > 70 national H2 strategies with Rigorous technical due growth companies with game- surge in
Slide 8: How Do We Implement Strategy?
HOW DO WE IMPLEMENT STRATEGY? Two Investment Pathways to Accomplish Strategic Goals Manner by which JEV will invest depends on certain Company criteria Standalone Venture Internal Incubation Company Strategic Co-Investors ‘Product Idea’ Stage Seasoned Leadership Lack of Customer Conversion Strong Te
Slide 9: What Is the Value of Our Strategy?
WHAT IS THE VALUE OF OUR STRATEGY? Privileged, early access to Seed Stage, Series A and Growth Equity energy transition technology companies with high impact and upside (looking for 5-10x + potential returns) JEV’s deep technical experts clearly identify and understand upfront technology risks: JEV
Slide 10: JEV's Portfolio: Catalysts for Value
JEV’S PORTFOLIO: CATALYSTS FOR VALUE H2 and . Decarbonization Themes Wholistic Bet on Multiple Investments Hydrogen’s Ability to Across Critical Industry Decarbonize Commercial Pain Points and Industrial Markets Ample catalysts for value creation and market recognition over the short and long-term 1
Slide 11: JEV's Portfolio: Critical Hydrogen Technologies
JEV’S PORTFOLO Critical Hydrogen Technologies Hydrogen Generation and Enabling Technologies Hydrogen-Based Application Technologies Low-Cost AI-Driven Membrane-less, Zero Emissions Electrolyser Electro-Catalyst high pressure Hydrogen Discovery Electrolyser Boiler Co-Led Minority Co-Led Minority Lead
Slide 12: Jericho Energy Ventures
JERICHO ENERGY VENTURES Macro tailwinds, driving trillions in capital flows… …Encouraging Investment in Decarbonization Solutions • Jericho Energy Ventures envisions a transition towards affordable, • H2 is an advantaged clean molecule with a large and growing global accessible and resilient clean e
Slide 13: Portfolio Overview
Portfolio Overvi ew
Slide 14: Supercritical: High-Pressure Electrolysis
SUPERCRITICAL: HIGH-PRESSURE H2 Production ELECTROLYSIS Ultra-Efficient, High-Pressure, Membrane-less Electrolyser Key Deal Terms • Pain Point: Nearly all H2 today is utilized in high pressure applications - However, • Seed Preferred Shares current electrolysers output low-pressure H2 (membranes can
Slide 15: H2U: Catalyst Discovery & PEM Electrolysis
H2U: CATALYST DISCOVERY & PEM ELECTROLYSIS H2U is the leading developer of abundant, low cost, efficient, and durable catalysts and systems for hydrogen H2 Production generation and fuel cells. H2U Technologies: Catalyst Discovery Key Deal Terms • Caltech spin-out startup using AI-driven chemistry t
Slide 16: Hydrogen Technologies: Zero-Emission Hydrogen Powered Boiler
HYDROGEN TECHNOLOGIES: ZERO-EMISSION, HYDROGEN POWERED BOILER H2 Application >97% Zero 100% With a patented Dynamic Combustion Chamber™ (DCC) technology, Hydrogen Technologies manufactures and sells its patented, innovative, Total Emissions Water Fuel Efficiency Recycled hydrogen-based boilers for c
Slide 17: Industrial Boiler Market
INDUSTRIAL BOILER MARKET • 37% of fossil fuels burned for Industrial Utilization in the US is to produce steam $14bn Annually • Global heating and steam markets account for >15% of all CO2 emissions $28bn Commercial 5-7% • Replacing carbon-emitting boilers with a zero-emission hydrogen boiler is an
Slide 18: DCC Hydrogen Boiler Awarded C$4.5MM
DCC HYDROGENTM BOILER AWARDED C$4.5MM Our zero-emission hydrogen technology is set to decarbonize production of single-malt Scotch whiskey at the Remy-Cointreau owned Bruichladdich Distillery after winning the UK Government Green Distilleries Competition Commercial Deployment Offers Market Validatio
Slide 19: Appendix
APPENDIX
Slide 20: Why Hydrogen
WHY HYDROGEN Hydrogen is a clean molecule set to decarbonize our energy needs… Hydrogen (H2) – An Advantaged Molecule: • Most abundant and simple element in the universe, colorless and odorless • Clean-burning, zero emission fuel for storing and releasing energy and to be used as a feedstock always
Slide 21: Hydrogen Value Chain
HYDROGEN VALUE CHAIN Leading Technologies across H2 Production, Storage and Applications with Advantaged Economics 21
Slide 22: Criteria: US$1 / kg or Enabler
CRITERIA: US$1 / KG OR ENABLER Delivered Hydrogen Cost Stack¹ $10.00 $9.00 $8.00 $7.00 $6.00 US$1 / kg $5.00 $4.00 $3.00 $2.00 $1.00 $- Gas Liquid Seaborne Production Conversion & Storage Logistics ¹ Source: BNEF, DOE Hydrogen and Fuel Cells Program and Wall Street Equity Research; all figures USD 2
Slide 23: Market Highlights
MARKET HIGHLIGHTS JEV by the Numbers • TSX.V: JEV • FRA: JLM • OTC PINK: JROOF • Shares Issued & Outstanding – 226.25 • Warrants – 21.1m • Options – 17.1m • Market Cap (CDN) – $66.46M • Closing Price as of March 1st, 2023 (CDN) – $0.295 • 23
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