Pond Technologies Holdings Inc. · TSXV:POND
Pond Technologies — Investor Presentation (December 2021)
31 slides from Pond Technologies's investor presentation, December 2021
Slide 1: Pond Technologies Corporate Presentation
Pond Technologies Corporate Presentation
Slide 2: Advisory
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 in o
Slide 3: Table of Contents
TABLE OF CONTENTS I. Company Overview & Technology II. Pond Carbon III. Pond Biotech IV. Pond Naturals V. Company Ownership & Financials VI. Leadership VII. Appendix 3
Slide 4: Company Overview & Technology
COMPANY OVERVIEW & TECHNOLOGY 4
Slide 5: Pond: Overview
POND: OVERVIEW Pond Technologies (TSX.V: POND, OTCQB: PNDHF) is a Canadian technology company that has developed an innovative on-site method of capturing and transforming harmful CO2 emissions into a saleable asset in the form of protein-rich algae. Pond’s proprietary platform harnesses raw, unfilt
Slide 6: Controlled Growth Outperforms Current Competitors
CONTROLLED GROWTH OUTPERFORMS Current Pond's Growth Competitors' Outdoor Methods: Platform: • Algae grows in top few • Controls total growth environment inches only including light, gases and temperature in enclosed photo- • Large area required bioreactors • Large cooling and water • Increased yield
Slide 7: Market Opportunity
MARKET OPPORTUNITY FOOD, BEVERAGE & FISH & ANIMAL FEEDS BIOTECH BIO-REMEDIATION NUTRACEUTICALS >$600 billion Target Market: >$100 billion Target Market: >$10 billion Target Market: >$20 billion Target Market: 12% CAGR: 9% CAGR: 10% CAGR: CAGR: 10% – 20% Price per tonne: $10,000 - $450,000 Price per
Slide 8: Notable Relationships & Partnerships
NOTABLE RELATIONSHIPS & PARTNERSHIPS Company Profile Company Profile Company Profile Company Profile UK-based global manufacturer The National Research Council Major producer of cementitious Headquartered in Ireland, with and distributor of premium Canada is the primary national materials based in O
Slide 9: Company Divisions
COMPANY DIVISIONS • Pond develops and commercializes technology, and holds associated IP, monetized via propriety equipment, Pond consulting, licensing and royalty fees. Pond Pond Pond Naturals Carbon Biotech • Manufacturers, distributes, and • Commercial engineering projects that reduce • The combi
Slide 10: Company Divisions: Strategic Goals
COMPANY DIVISIONS STRATEGIC GOAL: STRATEGIC GOAL: STRATEGIC GOAL: To make Pond Technologies the global To make Pond Biotech the leading To make Pond Naturals the premier leading solution for commercial scale biological solution for the low-cost solution for domestic production and deployment of alga
Slide 11: Pond Carbon
POND CARBON 11
Slide 12: Pond Carbon: Overview
POND CARBON: OVERVIEW Pond Carbon develops carbon capture projects, providing operational resources from initial consulting to project completion. • Lab/engineering resources to develop commercial processes for CO2 abatement. • Develops algae bioreactor technology for licensing and royalty revenue,
Slide 13: Pond Carbon: Active Projects and Pipeline
POND CARBON: ACTIVE PROJECTS AND PIPELINE Human and Animal Feed Vertical: • Major global human and animal feed producer and distributor (Example: AB AGRI, division of Associated British Foods). • Seeking to commercialize premium algae-based animal and aquaculture feed additives. • Engineering, equip
Slide 14: Pond Biotech
POND BIOTECH 14
Slide 15: Pond Biotech: Overview
POND BIOTECH: OVERVIEW Pond Biotech represents an immediate and long-term value creation opportunity by using Pond Tech’s algae-based system to develop and manufacture valuable algae strains for use in human and animal therapeutic solutions. • Successfully grew genetically modified algae that expres
Slide 16: Pond Biotech: Bio-Pharma Solutions
POND BIOTECH: BIO-PHARMA SOLUTIONS Problem for Bio-Pharma: Pond’s Solution for Bio-Pharma: Grow Quality Proteins at scale for Genetically Modified Algae Strains Diagnostics and Therapeutics ü Controlled growth environment for genetically • Current production of complex proteins in modified algae tha
Slide 17: Pond Biotech: Market Opportunities
POND BIOTECH: MARKET OPPORTUNITIES Immediate Opportunity Diagnostic reagents • Cost advantage in reagents • No requirement to develop testing platform(s) Future Opportunities Human therapeutics • Provides “proof of concept” to manufacturing opportunity • Potential to develop therapeutics (novel and
Slide 18: Pond Naturals
POND NATURALS 18
Slide 19: Pond Naturals: Overview
POND NATURALS: OVERVIEW Pond Naturals is a manufacturing operation that develops algae-based products to sell to clients in the food, beverage and nutraceutical industries. • Pond Naturals manufactures and distributes a variety of natural products. • Pond’s British Columbia facility grows and sells
Slide 20: Company Ownership & Financials
COMPANY OWNERSHIP & FINANCIALS 20
Slide 21: Equity Table
EQUITY TABLE Company insiders own approximately 21% of the shares outstanding, on a fully diluted basis Shares (millions) Common Shares Issued (as of 11/29/21) 47,664,691 Reserved for Regenurex Acquisition 3,639,331 Common Shares Issued and Reserved 51,304,022 DSU 527,973 Warrants $0.45 / share Exp.
Slide 22: Financials
FINANCIALS Historical Q3 YTD Performance Q3 2021 • Q3 Revenue Increased by 70% - Group revenue for Q3 $6,000 $0 2021 totaled $2,163,000 (Q3 2020: $1,275,000), an increase of $888,000 (70%). $4,938 $5,000 ($1,000) $4,364 • Q3 2021 margin (revenue less direct costs and expenses) was $903,000 (42%) vs.
Slide 23: Industry Comparables
INDUSTRY COMPARABLES Questor Technology (QST.V) Market Cap: $52M Advanced Emissions Solutions (ADES.Q) Market Cap: $146M The company's products are used in removal of heavy metal pollutants; Questor Technology Inc., an environmental clean technology company, treatment of drinking and waste waters; i
Slide 24: Leadership
LEADERSHIP 24
Slide 25: Management Team
MANAGEMENT TEAM Grant Smith, Chief Executive Officer Dan O’Connor, Vice President, Business Development Executive with 25+ years experience in the global health An entrepreneur in the control systems and biofuels industries, supplements and ingredients space. Co-Founder & partner at Dan has extensiv
Slide 26: Board of Directors
BOARD OF DIRECTORS Robert McLeese, Chairman John M. Farah Jr., PhD, Director Mr. McLeese, is the Founder and President of Access Capital Corp. John M. Farah Jr, PhD has over 30 years of experience in “Access” is a Toronto based Financial Advisory firm specializing in the health care and the biopharm
Slide 27: Contact Information
CONTACT INFORMATION Pond Technologies Holdings Inc. Head Office 250 Shields Court, Unit 8 Markham, Ontario L3R 9W7 Tel. +1 (416) 287-3835 Cole Stevens Corporate Development c.stevens@pondtech.com 27
Slide 28: Appendix
APPENDIX 28
Slide 29: Our Product – Data Driven Growth
OUR PRODUCT – DATA DRIVEN GROWTH Data Collection AI Driven Analysis Light Control Culture Control Light Wavelength pH Light/Dark Cycle Temperature LED Temperature Density LED Wattage CO2 LED Light Bioreactor Sensor O2 29 Optimized Algae Growth
Slide 30: Continuous Harvesting
CONTINUOS HARVESTING AI Controlled Automatic Harvest and Nutrient Replenishment Determine Bioreactor Sensor AI Driven Data Exponential Growth Analysis Maximum Biomass Algae Harvest Extraction 30
Slide 31: Building Long Term Partnerships
BUILDING LONG TERM PARTNERSHIPS Bioreactor and Maintenance and LED Products Replacements Sensor Products Data Analysis and and Data Collection Software Licensing Optimal Growth New and Recurring Data Trials for Client Specific Algae 31
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