Trendlines Group Ltd. · SGX:42T
Trendlines — The Trendlines Group — Shareholder Meeting (April 2019)
27 slides from Trendlines's shareholder meeting presentation, Apr 29, 2019
Slide 1: The Trendlines Group Annual General Meeting
The Trendlines Group Annual General Meeting Todd Dollinger Haim Brosh Chairman and CEO Chief Financial Officer 29 April 2019 SGX:42T OTCQX: TRNLY
Slide 2: Legal disclaimer
Legal disclaimer Important notice This presentation is for informational purposes only and does not constitute or form any part of any offer for sale or subscription of, or solicitation of, any offer to buy or subscribe for any securities of The Trendlines Group Ltd. (“Company”) or any of its portfo
Slide 3: About Trendlines
About Trendlines
Slide 4: Trendlines: building companies, building value
Trendlines: building companies, building value Trendlines discovers, invests in, and supports agricultural technology and medical device companies to improve the human condition and create value for its shareholders. 4
Slide 5: Trendlines: building companies, commercializing innovation
Trendlines: building companies, commercializing innovation Agrifood Innovation Centre Life science (in formation) incubators 5
Slide 6: Trendlines Labs
Trendlines Labs In-house innovation center of The Trendlines Group Inventing and developing technologies to address unmet market needs 6
Slide 7: Management updates
Management updates Todd Dollinger Barak Singer Chairman & CEO CEO Trendlines Incubators Nir Goldenberg Israel CEO Trendlines Labs Nitza Kardish, Ph.D. VP The Trendlines Group Steve Rhodes Chairman & CEO Haim Brosh Eric Loh CFO & CEO Trendlines Medical Joint Co. Sec’y. Singapore 7
Slide 8: Key developments of 2018
Key developments of 2018
Slide 9: Key corporate developments 2018
Key corporate developments 2018 • Trendlines Medical Singapore Pte. Ltd. selected for SEEDS Capital Startups SG Equity Program together with K2 Global • Trendlines Group forged strategic agreements with Nutreco NuFrontiers and Sirius • Trendlines Medical Singapore entered partnership with A*ccerelat
Slide 10: Key portfolio company developments 2018
Key portfolio company developments 2018 • Ten new companies established: 6 in Israel (3 Agam Hyblate medical, 3 agrifoodtech), 4 in Singapore Aquaculture Medical Phytolon • Out of ten companies 4 invented by Trendlines Labs Avir Continale PregnanTech Medical Medical • New company established under B
Slide 11: Non-dilutive funding
Non-dilutive funding • Israel Innovation Authority • Singapore Government • Horizon 2020 – 2 of 7 Israeli companies awarded grant are Trendlines’ companies • SIIRD and BIRD Foundations • Prize money won in start-up competitions 11
Slide 12: Q1 2019 key developments
Q1 2019 key developments • Ongoing establishment of Agrifood Innovation Center in Singapore • Management updates announced • Leviticus Cardio Ltd. announced successful first in human procedure • Stimatix GI Ltd. product launch continues under Be 1® brand name • Omeq Medical Ltd., BioFishency Ltd. co
Slide 13: Q1 2019 key developments: AgriFood fund
Q1 2019 key developments: AgriFood fund • Ongoing establishment of AgriFood Innovation Center in Singapore • SEEDS Capital named Trendlines as Startup SG Equity partner • Enterprise Singapore • Funding of up to total of SGD 750,000 per company at favorable terms • Multi-million dollar grant approved
Slide 14: Key financial developments
Key financial developments
Slide 15: 11 years of portfolio value expansion
11 years of portfolio value expansion Note: For 2018, the portfolio value does not reflect all current portfolio companies due US$ millions to consolidation of 5 newly-formed Portfolio value with exit proceeds companies as subsidiaries controlled by The Trendlines Group. 140 120 Portfolio value* (ex
Slide 16: Key financial developments FY2018
Key financial developments FY2018 U.S. dollars in millions, except per share data 31 December 2018 31 December 2017 Change Portfolio value US$97.2 US$96.8 + US$0.4 Net gain/loss (US$6.3) US$3.9 - US$10.2 Book value US$86 US$92.2 - US$6.2 Current assets US$11.8 US$20.4 - US$8.6 US$0.141 US$0.151 - US
Slide 17: Consolidated condensed report of income
Consolidated condensed report of income CONSOLIDATED STATEMENTS OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME U.S. dollars in thousands, except share data Year ended 31 December 2018 2017 Income Gain (loss) from change in fair value of investments in Portfolio (6,046) 9,399 Companies Income from
Slide 18: Consolidated condensed report of income
Consolidated condensed report of income CONSOLIDATED STATEMENTS OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME U.S. dollars in thousands, except share data Year ended 31 December 2018 2017 Expenses Operating, general and administrative expenses 6,395 8,579 Marketing expenses 404 354 R&D expenses,
Slide 19: Key value components
Key value components Change in portfolio value during FY2018 Balance sheet as at 31 December 2018 (US$ millions) 14 (13.6) 11.8 (3) (5) (13.7) (0.9) 96.8 97.2 86.4 Net portfolio Investments Fair value Net portfolio Cash, short- Fair value of Deferred Deferred tax** Payables & Total equity value 31.1
Slide 20: Portfolio
Portfolio
Slide 21: Device to prevent preterm birth
Device to prevent preterm birth Device to prevent preterm birth to allow women with a healthy pregnancy to reach delivery at term Achievements • IP: National phase • Endorsed by one of the leading European obstetricians • Trendlines Labs invention CEO: David Shashar, MD Novel device behaves like a s
Slide 22: Cost-effective production of natural food colorants
Cost-effective production of natural food colorants Technology for the production of plant-based pigments that yield high-quality, cost-effective colorants for broad food applications Achievements • IP licensed from Weizmann Institute of Science • Established team and lab • Lab-scale production of p
Slide 23: Device to alleviate stress urinary incontinence
Device to alleviate stress urinary incontinence Device delivers intravesical gas into the urinary bladder in a noninvasive, safe way ── self-administered by the woman Achievements • Completed prototype development • Completed 14-patient clinical study at Singapore General Hospital • Clinical trial r
Slide 24: Upcoming event
Upcoming event
Slide 25: AgriVest 2019
AgriVest 2019 24 September 2019 | Tel Aviv, Israel www.agrivestisrael.com 25
Slide 26: SGX: 42T D. Todd Dollinger, Chairman & CEO
SGX: 42T D. Todd Dollinger, Chairman & CEO OTCQX: TRNLY todd@trendlines.com +972.72.260.7000 Haim Brosh, CFO www.trendlines.com haim@trendlines.com 29 April 2019
Slide 27: Annual General Meeting: Voluntary
REPL::ANNUAL GENERAL MEETING:: VOLUNTARY Issuer & Securities Issuer/ Manager THE TRENDLINES GROUP LTD. Security THE TRENDLINES GROUP LTD. - 1L0011328858 - 42T Announcement Details Announcement Title Annual General Meeting Date &Time of Broadcast 29-Apr-2019 19:44:30 Status Replacement Announcement R
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