Green Impact Partners Inc · TSXV:GIP
Green Impact Partners — Investor Presentation (December 2022)
23 slides from Green Impact Partners's investor presentation, December 2022
Slide 1: Investor Presentation
Investor Presentation December 2022 investors@greenipi.com
Slide 2: Disclosures and Disclaimers
Disclosures and Disclaimers FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements, including statements regarding the result, timing, Readers should not place undue reliance on any such forward-looking statements, which speak only as of the date opportunities, projects and
Slide 3: Investment Highlights
Investment Highlights $3 Billion Growth Pipeline • Over 15 shovel-ready, or near shovel-ready projects already in-house across North America Achieving measurable progress with Fully-Integrated Platform sustainable aspirations • Initiation, development & construction leadership team has managed and e
Slide 4: About Us
About Us Green Impact Partners (“GIP”) will create a sustainable and inclusive planet, through the development of the world’s cleanest energy, with a near term focus on developing renewable natural gas (“RNG”) projects throughout North America • Focused on net zero earth impact energy to facilitate
Slide 5: What is Carbon Intensity (CI)?
What is Carbon Intensity (CI)? Range of Carbon Intensity by Source • Measurement of carbon dioxide escaping into the atmosphere, relative to the energy intensity of a specific activity • Typical RNG project has a negative CI score – indicating that through the entire life cycle of the project, more
Slide 6: RNG: The Most Impactful and Important Clean Energy Source Available Today
RNG: The Most Impactful and Important Clean Energy Source Available Today • RNG is processed methane produced from renewable, Examples of RNG Feedstock natural sources such as manure, food waste and gasified biomass Poultry Waste • RNG is interchangeable with conventional natural gas, Wheat / Spent
Slide 7: RNG is Slated for Robust Growth and Broad Market Adoption
RNG is Slated for Robust Growth and Broad Market Adoption Two principal factors driving RNG demand Tremendous Growth Opportunity Potential greenhouse gas emission reductions, especially when compared to other fossil fuels and conventional natural gas It can be consumed, one-for-one, like conventiona
Slide 8: Regulatory Tailwinds in Canada
Regulatory Tailwinds in Canada Alberta Technology Innovation and Emissions Reduction Canada Clean Fuel Regulations Regulation (“TIER”) • On June 20, 2022, the Clean Fuel Regulations under the Canadian Environmental Protection Act were registered, bringing a Canadian Clean Fuel Standard (“CFS”) into
Slide 9: Low Carbon Fuel Standard (LCFS)
Low Carbon Fuel Standard (LCFS) Government support for RNG continues to expand LCFS Map California and • Renewable natural gas production is <0.1% of the current US Oregon have LCFS programs natural gas supply mix; anticipated to account for ~7% – 11% of that are currently the natural gas supply mix
Slide 10: Investment Criteria
Investment Criteria Four primary metrics for evaluating expansion projects and acquisition opportunities 1. Significant and Sustainable Environmental Impact • Net zero means truly assessing the full cycle impact of all business operations and decisions 2. Late-Stage, Proven Technology Environmental
Slide 11: Future Energy Park - Largest Carbon Negative Project in North America
Future Energy Park - Largest Carbon Negative Project in North America • Net CO2 negative biofuels facility using non-food grade wheat to produce RNG and ethanol • Finalizing all material agreements, including engineering, procurement, and construction (“EPC”), offtake and supply contracts • With the
Slide 12: Future Energy Park
Future Energy Park Direct benefits to the City of Calgary and Province of Alberta including: • Approximately 800 jobs over 24 months during construction and 50 jobs during operations • Direct revenue of over $150 million annually to rural wheat producers • Provincial and municipal tax revenues • Rep
Slide 13: Dairy RNG Project: GreenGas Colorado
Dairy RNG Project: GreenGas Colorado Dairy to pipeline quality RNG project under construction with offtake secured • On budget; fixed price EPC to mitigate risk on technology and pricing • Manure to pipeline quality RNG with offtake in competitive jurisdiction • Long-term feedstock supply from two n
Slide 14: Dairy RNG Project: NW Iowa
Project Highlights Dairy RNG Project: NW Iowa Location NW Iowa Size 11,000+ dairy cattle Three dairies on long-term supply agreements Construction to start (expected) Early 2023 COD (expected) 2nd half of 2024 • Consists of two 4,200 head dairies and one 3,500 head dairy • ~350,000 MMBtu of RNG prod
Slide 15: Capitalization & Research Coverage
Capitalization & Research Coverage (in 000s unless indicated otherwise) Current Institution Research Analyst Share price as of November 28, 2022 $4.20 Basic Shares Outstanding 20,300 Nelson Ng Balance Sheet (as at September 30, 2022) Cash $2,233 Christopher Jones Long Term Debt $55,559 Current Debt
Slide 16: Executive Leadership Team
Executive Leadership Team Jesse Douglas Kathy Bolton Nikolaus Kiefer Chief Executive Officer Chief Financial Officer Executive Strategic Advisor • Founder with 20 years of successful • 20 years of financial management and • Co-Founder with 15 years of capital markets entrepreneurial experience busin
Slide 17: Board of Directors
Board of Directors Geeta Sankappanavar Jeff Hunter Chair of the Board of Directors • 25 years investment experience and has successfully • Experienced energy investment professional, built multiple businesses board member and operating executive with 25 • Co-founded Grafton Asset Management and rais
Slide 18: Development, Commissioning, & Leadership Team
Development, Commissioning, & Leadership Team Jeffry Myers – Special Advisor, Development John Paul Smith – General Counsel • Senior Operating Partner, power generation with Stonepeak Infrastructure • Former corporate commercial counsel • Over 40 years experience in mid market energy and infrastruct
Slide 19: Why Invest Now?
Why Invest Now? Near-term catalysts to drive multiple expansion in the value of the portfolio and operations; significantly de-risking the sizeable discount to peer group First gas from Colorado dairy RNG Starting construction of Iowa RNG; final permitting for Future Energy Park Portfolio has increa
Slide 20: Appendix
Appendix investors@greenipi.com
Slide 21: Operational Business Model
Operational Business Model GIP makes money by selling renewable natural gas to utilities and trading the clean fuel / carbon credit generated into the production process Carbon Market Gas Prices Credit Trading $ • RNG produced at a facility is sold • Carbon credit markets have grown rapidly as the t
Slide 22: ESG & Corporate Responsibility
ESG & Corporate Responsibility “Sustainable Investments in Sustainability” – GIP is committed to the highest levels of ESG standards and accountability ESG Policy Highlights • ESG elements are a primary consideration when evaluating investment decisions • Every element of operations should be as sus
Slide 23: Contact Us
Contact Us Jesse Douglas Chief Executive Officer Kathy Bolton Chief Financial Officer Nikolaus Kiefer Executive Strategic Advisor info@greenipi.com investors@greenipi.com 23
Green Impact Partners — Investor Presentation (December 2022) on 6ix