Pond Technologies Holdings Inc. · TSXV:POND
Pond Technologies — Investor Presentation (December 2018)
18 slides from Pond Technologies's investor presentation, Dec 18, 2018
Slide 1: Pond Technologies Investor Overview
` Contact: Chris Cory c.cory@pondtech.com 416.616.0866
Slide 2: Pond Closes the Carbon Loop
2 POND CLOSES THE CARBON LOOP A technology intended to profitably addresses global climate change and population growth concerns CHALLENGES INDUSTRIALIZATION POPULATION GROWTH SCRUTINY GHGs are rising steadily as developing Globally, a growing middle-class Environmental and health advocates countrie
Slide 3: The Pond Growth Platform
3 THE POND GROWTH PLATFORM A technology intended to profitably addresses global climate change and population growth concerns CARBON FEEDSTOCK ALGAE CAPTURES CARBON VIA ALGAE FOR FOOD, FEED, PHOTOSYNTHESIS FIBERS, AND FUEL Pond bolts onto factories to mine CO2 Pond optimizes growth conditions in Pon
Slide 4: Why Algae | Impact Benefits
4 WHY ALGAE | IMPACT BENEFITS Various algae strains and extracts can address both high-margin niche markets and vast volume markets NUTRACEUTICALS FOOD COLOURANTS Target Market: >$2 billion Target Market: >$2 billion CAGR: 10% – 20% CAGR: 4% – 7%, accelerating Price per tonne: $10,000 - $200,000 Pri
Slide 5: Why Pond | Industry-Leading Technology
5 WHY POND | INDUSTRY-LEADING TECHNOLOGY Pond owns the space via process patent for algae cultivation from industrial flue gases & deep expertise in photonics AGILE & SCALABLE STRONG GLOBAL IP PORTFOLIO The Pond platform is strain-agnostic and Pond has received or filed for 50+ patents on designed t
Slide 6: Why Pond | No Changes to Operations
6 WHY POND | NO CHANGES TO OPERATIONS RAW STACK GAS Easy emissions abatement with no further treatment required BOLT-ON DESIGN Deployable at existing industrial facilities, anywhere MODULAR DESIGN Scalable solution with minimal land footprint Please see the Advisory for references and assumptions
Slide 7: A Superior Algae Harvesting Platform
7 A SUPERIOR ALGAE HARVESTING PLATFORM Open Ponds Photo-bioreactors Pond System Uncontrolled, unsecure, high level of Fully controlled, bio-secure, location Technology Fully controlled, bio-secure, climate contamination, climate dependent, agnostic, climate agnostic, Attributes labour intensive depe
Slide 8: Current Activities
8 CURRENT ACTIVITIES Pond is setting itself up for success across multiple channels – and is being recognized for it MARKHAM DISTRICT STELCO POND NATURALS INVENTIV CAPITAL ENERGY Construction for algae plant Acquisitions of Regenurex LOI for US$100 million in Groundbreaking for underway; sales expec
Slide 9: Inventiv Capital Project Financing
9 INVENTIV CAPITAL PROJECT FINANCING Letter of Intent to provide US $100 million in project financing – June 2018 PRIVATE EQUITY Experienced team – principals have collectively managed > $20 billion GREEN INFRASTRUCTURE Emphasis on infrastructure projects that support the UN Sustainable Development
Slide 10: Pond Projects
10 POND PROJECTS These projects are currently in operation or underway PILOT - ST. MARY’S MARKHAM DISTRICT STELCO STEELWORKS CEMENT ENERGY Industry: Cement Manufacturing Industry: Steel Manufacturing Industry: Power Generation Partner: Votorantim Cimentos, Location: Nanticoke, ON, Canada Location: M
Slide 11: Plant 1: Stelco Steelworks
11 PLANT 1: STELCO STEELWORKS Industry Steel Manufacturing Location Nanticoke, Ontario, Canada Product Food Colourants & Biofoam Algae Chlorella, Spirulina Size 1,500,000 litres Output 2,180 tonnes of algae per year Capacity CO2 4,000 tonnes per year Sequestered Status Seed system engineering comple
Slide 12: Plant 2: Markham District Energy
12 PLANT 2: MARKHAM DISTRICT ENERGY Industry Combined Heat & Power Co-Gen Location Markham, Ontario, Canada Product Nutraceuticals - Astaxanthin Algae Haematococcus pluvialis Size 200,000 litres Output 1-2 tonnes astaxanthin per year Capacity CO2 120 tonnes per year Sequestered Status Engineering pa
Slide 13: Pond Naturals
13 POND NATURALS Pond’s wholesale & retail division for natural products & algae derivatives BUILDING ON EXISTING CHANNELS THROUGH M&A The acquisition of RFI Canada’s business and potential acquisition of Regenurex Health build the foundation for Pond Naturals. RFI is a leading ingredients supplier
Slide 14: Partnership with RFI Ingredients
14 PARTNERSHIP WITH RFI INGREDIENTS This partnership forms the foundation for Pond Naturals to expand its product portfolio and enter new verticals CANADIAN DISTRIBUTION TO RIGHTS TO ALL RFI PRODUCTS Through the acquisition of RFI Canada’s business, Pond Naturals becomes the Canadian distribution pa
Slide 15: Regenurex Health
15 REGENUREX HEALTH Definitive agreement to acquire British Columbia-based manufacturer & marketer of branded Astaxanthin signed Dec 10, 2018, anticipated to close in Q1 2019 EXISTING ALGAE PLANT Regenurex owns and operates a small Astaxanthin-plant in Agassiz, BC. Pond intends to expand production
Slide 16: Opportunity | Cannabis Growth Platform
16 OPPORTUNITY | CANNABIS GROWTH PLATFORM Pond’s sophisticated growth platform can advance the Cannabis industry HASTY EXPANSION SCALABILITY ISSUES Initially, cannabis players were valued Growers have experienced challenges in on area under cultivation. We believe scaling resulting in inconsistent y
Slide 17: The Pond Team
17 THE POND TEAM We have the people to realize our vision STEVE MARTIN KEVIN ANDRADE THOMAS MASNEY GRANT SMITH Chief Executive Officer Chief Operating Officer Chief Financial Officer VP Pond Naturals Senior Scientist & department lead for International project acquisition and Global experience spann
Slide 18: Advisory
18 ADVISORY This presentation contains forward-looking statements and information (collectively referred to as "forward-looking information") within the meaning of applicable securities laws about Pond's projections, targets and estimates based on certain assumptions disclosed in this advisory and i
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