Red Cat Holdings, Inc. · NASDAQ:RCAT
Red Cat — Investor Presentation (March 2022)
16 slides from Red Cat's investor presentation, Mar 7, 2022
Slide 1: Drone Products, Technologies, and Services – Corporate Presentation Winter 2022
ROTOR RIOT Bee at DRONE PRODUCTS, TECHNOLOGIES, AND SERVICES THE MARKET’S FASTEST GROWING SEGMENTS CORPORATE PRESENTATION — WINTER 2022 served Nasdaq: RCAT
Slide 2: Disclosures
DISCLOSURES During the course of this presentation, we may make statements which are considered “forward- looking statements” within the meaning of the Private Securities Litigation. Reform Act of 1995, including statements regarding our future performance, goals and growth. Forward-looking statemen
Slide 3: RCAT Executive Team
RCAT EXECUTIVE TEAM Nascag:RCAT JEFFREY THOMPSON Chief O JOSEPH HERNON Chief Financial Officer ALLAN EVANS Chief Operatin Jeffrey is a serial tech entrepreneur with a long track record of founding and leading companies from the startup phase to successful exits and IPOs. His background is in the tel
Slide 4: Investment Highlights
INVESTMENT Fully-funded (~$60M in cash as of 10/31/21) to execute business plan, important given current market conditions 2. Rapid revenue growth expected: — Chinese drone manufacturers, like market leader DJI, banned from U.S. federal funds, some states now following suit, creating HUGE opportunit
Slide 5: Commercial and Civil Applications
COMMERCIAL AND CIVIL APPLICATIONS MARKET-LEADING SEGMENTS The drones in commercial and civil services are used to INSPECT and/or SURVEY equipment, structures, insurance claims, land areas, jobsites, and emergencies Addressable Markets for Drone Inspection and Survey Services agicutre Mining in CONST
Slide 6: Military Applications
MILITARY APPLICATIONS PROVIDE CLOSE IN “OVER THE HILL/AROUND THE CORNER” INTELLIGENCE-SURVEILLANCE- RECONNAISSANCE (ISR) TO SQUAD SIZED ELEMENTS Pre-mission Mapping Static Target Surveillance Dismounted Route Reconnaissance - Pre-Assault Fires support Battle Damage Assessment Nasdaq: RCAT
Slide 7: Drone Services: The Sum Is Greater Than the Parts
DRONE SERVICES: THE SUM IS GREATER THAN THE PARTS Strategically-Targeted Acquisitions Provide Us Four Business Lines with Dedicated Revenue Streams, along with the Software, Technologies, Services, and Exposure to Build a Highly-Specialized Drone Services Company Offering Inspection and Survey Servi
Slide 8: Fat Shark Drone Technology
TP NV DRONE TECHNOLOGY N Fat Shark is the premium market share leader of first- person view (FPV) goggles for drones Highly-advanced telemetry, download technologies, and firmware produce the lowest latency in the industry > low latency is essential for drone operations Fat Shark headsets are routin
Slide 9: Skypersonic: Flying in GPS-Denied Environments
I T Nasdaq: RCAT | _ IN GPS-DENIED Patented software and hardware allow for flight services in restricted spaces where GPS is not allowed or available GPS-denied, indoor/tight space telemetry capabilities were transitioned from military and satellite technology for KY PTE commercial use - 8 U.S. and
Slide 10: Rotor Riot: Media and Access to Top Pilots
Nasdaq: RCAT TOR RIQT AF RE AND ACCESS TO TOP PILOTS At the center of the high-performance drone market and has the largest following of professional and 107-Certified drone pilots Enthusiasts shop online store for the ready-to-fly drones and drone parts featured in Rotor Riot’s media Drone Racing L
Slide 11: Teal: Enabling Unmanned Systems
Nasdaq: RCAT ENABLING UNMANNED + Teal is the first to mass produce a drone entirely in the U.S. with Department of Defense-compliant components * Teal drones have powerful CPU and GPU for real-time edge processing of computer vision and Al applications + 2D/3D photogrammetry with near real-time gene
Slide 12: Teal Drones Is U.S. Government Approved
Teal Drones Is U.S. Government Approved Blue sUAS ATO GSA Made in America with all critical components validated National Defense Authorization Act section 848 compliant American Drone Security Act compliant lof 5 approved small drone systems in the entire world Nasdaq: RCAT The US. Air Force has co
Slide 13: Recent Contract Awards
Recent Contract Awards Customs and Border Protection / Dept. of Homeland Security — Teal is one of 5 drone manufacturers awarded blank purchase agreement with aggregate estimated value of $90 million over a 5-year ordering period — Drones to provide reconnaissance, surveillance, and tracking capabil
Slide 14: Peer Comps
PEER COMPS Attractive Valuation Upside vs. Peers 2020 MARKET Rice) SALES COMPANY TICKER BUSINESS DESCRIPTION REVENUES CAP RATIO. AG Eagle NYSE: UAVs Drone manufacturing and drone agricultural services $l4M $eiM 58x ; . Technology holding company including drone Alpine 4 OTC: ALPP Srioiedes decor $34
Slide 15: Red Cat Investment
: Nasdaq:RCAT RE CAT INVESTMENT Fully-funded (~$60M in cash as of 10/31/21) to execute business plan, important given current market conditions Rapid revenue growth expected: — Chinese drone manufacturers, like market leader DJI, banned from U.S. federal funds, some states now following suit, creati
Slide 16: Red Cat Holdings
Meee) HOLDINGS Pyaar] future of drones
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