Cvw Sustainable Royalties Inc. · TSXV:CVW
Cvw Sustainable Royalties — CVW CleanTech — Investor Presentation (December 2023)
26 slides from Cvw Sustainable Royalties's investor presentation, December 2023
Slide 1: Creating Value from Waste
TSX-V: CVW Creating Value from Waste™ A New Environmentally Sustainable Technology for Alberta and Canada I N V E S T O R P R E S E N TAT I O N | DECEMBER 2023 Creating Value from Waste™ 1
Slide 2: Disclaimer
Disclaimer The information provided in this presentation is provided as of December 1, 2023 for informational purposes only, is not complete, and may not contain certain material information about CVW CleanTech Inc. (“CVW CleanTech" or the "Company"), including important disclosures and risk factors
Slide 3: Forward-looking Information
Forward-looking Information Certain statements included in this presentation of CVW CleanTech constitute forward-looking statements and results from the Company's research, pilot programs; the belief that the Company's technology will provide information within the meaning of applicable Canadian sec
Slide 4: The CVW CleanTech Story
The CVW CleanTech Story TSX-V:CVW The oil and gas industry will be an A generic plant site could produce important source of energy between $136-341M in annual for decades to come as the world commodity revenue and $105-113M transitions to green energy in annual operator cost savings per site, with
Slide 5: Corporate Profile
CAPITAL STRUCTURE & SHAREHOLDER BREAKDOWN Corporate Profile December 1, 2023 Shares Outstanding 124.9M Strong alignment between Shareholders, Equity Awards 9.8M Board of Directors and Management Warrants 11.8M Fully Diluted Shares Outstanding 146.5M SHARE PRICE PERFORMANCE Share Price $0.62 Cash Bal
Slide 6: Board of Directors
Board of Directors Darren Morcombe Jennifer Kaufield Bruce Griffin CHAIRMAN DIRECTOR DIRECTOR • Founder of Springtide Capital Pty. Ltd., a private investment • Independent businesswoman with over 30 years of experience • Owner of Farview Solutions Limited, providing consulting and company specializi
Slide 7: Management Team
Management Team Akshay Dubey Joshua Grant Kevin Moran CEO AND DIRECTOR CFO & CORPORATE SECRETARY EVP AND CHIEF TECHNOLOGY OFFICER • Over 12 years of experience originating and • Has over 14 years of experience in finance and • Extensive oil sands industry experience, during structuring investments i
Slide 8: The World Continues To Need Hydrocarbons
CVW CleanTech is committed to the transition The World The pathway to net zero targets to a sustainable world and utilizing emission will require time, innovation Continues and investment abatement technologies like the patented CVWTM technology is key to this global To Need transition Hydrocarbons
Slide 9: The Opportunity: Creating Value from Oil Sands Tailings
The Opportunity: Creating Value from Oil Sands Tailings THE WORLD’S 4TH LARGEST MINING FOOTPRINT OF SIGNIFICANT GDP OIL RESERVES LESS THAN 1% CONTRIBUTORS Contain over 170B barrels of oil, Oil sands cover an area greater than The oil sands industry represents 3% producing over 3M barrels/day 142,000
Slide 10: Oil Sands: Mining vs In-Situ
Oil Sands: Mining vs In-Situ RESERVES Oil sands is a mixture of bitumen, sand, clay and water. Because it does not flow like conventional crude oil which is a liquid, it must be extracted before it IN-SITU 80% can be processed Extraction methods include mining for near surface deposits and MINING st
Slide 11: Mining Operations
Mining Operations • Once the bitumen has been extracted, it is processed and upgraded into higher-value synthetic crude oil, diesel fuel and other products • Waste is processed before being disposed of in tailings ponds covering around 120 km2 of land and containing over 1.4 trillion liters of waste
Slide 12: CVW CleanTech Process Overview
CVW CleanTech Process Overview Creating Value from Waste™ 12
Slide 13: How CVW CleanTech Can Add Value to Oil Sands
How CVW CleanTech Can Add Value to Oil Sands Recover valuable Reduces Fugitive Reduces Operating and Enhanced Tailings commodities Emissions Environmental Costs Management • Recover additional bitumen • Recovery of solvent leads to • Carbon tax savings • Reduces tailings in ponds and solvent that wo
Slide 14: GHG Avoided Emissions Benefit Quantified & Monetized
A Rapid volatization of VOCs as hot tailings solvents are GHG Avoided Emissions Benefit discharged into the atmosphere. B VOCs volatized from oily films at pond surface (slicks), secondary organic aerosols precursors Quantified & Monetized C Anaerobic fermentation of solvents into methane (methanoge
Slide 15: CVW Value Proposition: Annual Metrics for a Generic Site
CVWTM Value ✓ Bitumen: ~1.9 MMbbl ✓ Solvent : ~328 Mbbl Potential to Proposition: COMMODITY RECOVERIES ✓ Zircon Concentrate: 73 kT Reduce Canada’s Annual Metrics for a ✓ Chloride Ilmenite: 170 kT (TiO2 concentrate) Emissions by Generic Site1 0.5% ✓ CO2e Emissions Abatement: ~380+ kT ✓ Heat Integrati
Slide 16: CVW: Development Approaches
CVWTM: Development Approaches CVW CleanTech has a variety of development approaches based on the operator’s preference to optimize capital costs and operational benefits TM TM TM EcoBase1 EcoFlex1 EcoMax1 Hydrocarbon Revenue $136M $136M $136M CVW CleanTech is Phase 1: - exploring options for Mineral
Slide 17: EcoBase Illustrative Financing
EcoBase Illustrative Financing CVWTM EcoBase should be an CVW CleanTech envisions a CVWTM EcoBase deployment under a joint venture structure with an excellent fit for the Strategic Oil Sands operator Innovation Fund, Canada Growth Fund, Emissions • Aim is to secure ~60% of the funding from project d
Slide 18: CVW Technology: Over 15 Years of Development
CVWTM Technology: Over 15 Years of Development Integrated demonstration pilot CVWTM Horizon CVWTM Horizon On-site minerals validation & and bitumen for CNRL, Suncor, FEED (Stantec) Syncrude and Imperial optimization (CNRL) recovery pilots Joint project at Syncrude engineering agreements with CNRL In
Slide 19: Proven Technology with Industry Leading Pilots
Proven Technology with Industry Leading Pilots… Minerals Process Development Facility Integrated Pilot Plant (SRC – Regina) – 2004-2008 (CanmetENERGY) – 2010-2014 Focused on full scale mineral dressing test facility • SDTC Consortium with operator participation including processing tailings beach Ca
Slide 20: Followed by Front End Engineering
…Followed by Front End Engineering Greenfield Project Engineering 2010 CVWTM Horizon FEED Study 2018-2019 • Full scale generic greenfield installation • Front end engineering design with active engineered to AACE Class 4 level of participation by Canadian Natural Resources project definition; Study
Slide 21: CVW Technology is aligned with stakeholder priorities
CVWTM Technology is ✓ Canada 2030 Emissions Reduction Plan aligned with ✓ GHG/methane emissions reduction ✓ VOC and SOA reduction stakeholder Climate ✓ Water conservation Leadership ✓ Low carbon minerals priorities ✓ Net Zero Pathway Alliance ✓ Alberta Directive 85 ✓ Canada’s Mineral and Metals Plan
Slide 22: Track Record of Government Support
Track Record of $3.5M Government Support MAR 2008 $16.4M DEC 2009 & 2020 $0.5M JUL 2012 $10.0M OCT 2017 & SEP 2020 Over $80M in grants awarded $40.0M MAR 2019 $5.0M JAN 2020 CVW CleanTech’s R&D has benefitted from government grants and expect a significant $5.0M amount of support for commercializati
Slide 23: For Additional Information Please Contact
For Additional Information Please Contact: Akshay Dubey CHIEF EXECUTIVE OFFICER Dr. Kevin Moran EXECUTIVE VICE PRESIDENT AND AND DIRECTOR CHIEF TECHNOLOGY OFFICER CVWcleantech.com Tel: 403-460-8135 Tel: 403-460-8135 Akshay.Dubey@CVWcleantech.com Kevin.Moran@CVWcleantech.com TSX Venture Exchange symb
Slide 24: Appendix
APPENDIX Creating Value from Waste™ 24
Slide 25: Potential to Create a New Mineral Industry Leader
APPENDIX Potential to Create a New Mineral Industry Leader Mineral sand CVW CleanTech has developed unique and Titanium and Life-style Strong production from environmentally friendly Zircon classified enhancing in correlation with Alberta has the technologies to recover critical as “strategic and em
Slide 26: Titanium and Zircon: Used in Everyday Life
APPENDIX Titanium and Zircon: Used in Everyday Life Titanium Zircon • Titanium dioxide (TiO2) is a bright white substance used primarily as • Zircon (zirconium silicate) has a unique set of physical properties which a vivid colorant in a wide array of common products make it suitable for use in a va
CVW CleanTech — Investor Presentation (December 2023) on 6ix