Saga Pure Asa · OSL:SAGA
Saga Pure Asa — Q4 2021 Earnings Presentation
25 slides from Saga Pure Asa's earnings presentation, Feb 16, 2022
Slide 1: Fourth quarter 2021 presentation
PNPM PURE | Fourth quarter 2021 oresentation Bjorn Simonsen, CEO February 16, 2022
Slide 2: Which way is progress?
which way is progress’
Slide 3: Slide 3
Slide 4: Mission: pure growth
SAGA iui
Slide 5: Slide 5
Slide 6: Values
VALUES
Slide 7: Saga Pure in brief
Saga Pure in brief ¥ Listed, green investment company a Unparalleled deal flow We seek out, and invest in, the solutions that contribute to a greener future >9,500 VPS shareholders! SAGA As of Februa
Slide 8: Combining industrial and financial expertise
Combining industrial and financial expertise Ad Martin Nes Chairman of the Board 9 @ystein Stray Spetalen Board Member “! Bjorn Simonsen Espen Lundaas Florian Melcher Jan Frode Andersen CEO CFO Investment Manager Investment Manager Veremine ieevim Semishvelt Board Member ~ = Christine Spiten Board M
Slide 9: Our investment approach
Our investment approach Private, early-stage companies Active ownership, help develop companies to success SAGA Gaua> Listed companies Strategic investments (eg., IPOs) Shorter term trades & portfolio management Flexible ticket size From NOK 10-100 million 2) Global reach Significant international n
Slide 10: What we are looking for
What we are looking for Technologies, not assets Early-stage future unicorns Scalable business model ( {call Significant environmental impact & growth potential ath Relevant in a 100-year perspective Ro Preferably strategic match with current investments SAGA SUN
Slide 11: Q4 highlights
Q4 highlights 92.6 MNOK 25.8% 778 MNOK Net profit from operates Return on equity YTD Cash balance SAGA @RauiNs
Slide 12: BCS as an associated company vs market value FY2021
BCS as an associated company vs market value FY2021 carbon Solutions et value bon Solutions Profit and loss fr. et value as asso! Book-value of as Asso: Net value Associate Market value Difference Profit/loss Associate Market value Difference accounted accounted Total net invested (net cost)! 59.8 5
Slide 13: Developments during and after the quarter
Developments during and after the quarter Sold 1.5 M shares for a NOK 85 million cash consideration in Bergen Carbon Solutions SAGA SUN _ Increased position in Horisont Energi with 377 k shares for NOK 31.8 million, following E.ON announcement HYON raising NOK 50 million in conjunction with listing
Slide 14: Investment highlights
Investment highlights SPNePN PURE
Slide 15: Horisont Energi
Horisont Energi —— Horisont energi Horisont Energi is a Norwegian clean energy company focused on developing clean (Blue and green) ammonia for energy export; and innovative carbon storage solutions, also for third parties. OWNERSHIP SHARE AND INVOLVEMENT ~10%! and board position HIGHLIGTS + E.ON en
Slide 16: Bergen Carbon Solutions
Bergen Carbon Solutions Bergen Carbon Solutions have developed a technology to produce carbon nano fibers (CNF) from CO, at a fraction of the energy consumption of conventional production methods, and without any associated emissions. CNF can be used to significantly increase conductivity, strength
Slide 17: Heimdall Power
Heimdall Power Heimdall Power offers a rapid transition to fully digitized electric grid assets with sensors and software, enabling increased power transfer and safer, more predictable operation. OWNERSHIP SHARE AND INVOLVEMENT ~18% ownership share and board position HIGHLIGTS * Pilot installation d
Slide 18: IC Technology
IC Technology IC Technology is developing advanced storage and distribution solutions for cryogenic gases with initial focus on liquid hydrogen. The company is developing solutions for fuel-, carrier- and land tanks. OWNERSHIP SHARE AND INVOLVEMENT 32.6% ownership share and board position HIGHLIGTS
Slide 19: Hyon
Hyon Fl YON Hyon is developing fueling solutions for zero-emission fuels for the maritime sector, starting off with compressed hydrogen. Strong ownership through Saga Pure, Nel and NH as majority shareholders. OWNERSHIP SHARE AND INVOLVEMENT 17.6% ownership share and board position HIGHLIGTS + Estab
Slide 20: Ammonia fireside chat
Ammonia fireside chat SPNePN PURE
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Slide 22: Featured investment: Horisont Energi
Featured investment: Horisont Energi SPCR PURE |
Slide 23: Summary and outlook
summary and outlook SPNePN PURE
Slide 24: Outlook: Turbulent, green growth continues
Outlook: Turbulent, green growth continues wi Renewable energy deployment expected to continue to grow AX Evaluating a number of investments in companies that can take a leading position in their field SAGA SUN Increasing consciousness and focus around eco- friendly solutions Strong policy measures
Slide 25: Seek and undestroy
RP NePe PURE | seek and undestroy