Zooz Strategy Ltd. · TASE:ZOOZ
Zooz Strategy — ZOOZ Power — Investor Presentation (August 2023)
46 slides from Zooz Strategy's investor presentation, August 2023
Slide 1: Enabling Ultra-Fast EV Charging
2) ZOOZ Enabling Ultra-Fast EV ee August 2023 “4 ‘4 *
Slide 2: About this Presentation
About this Presentation The following presentation (this “Presentation”) is for informational purposes only and has been prepared by ZOOZ Power Ltd. (the “Company” or “ZOOZ”). The information contained in this Presentation is the property of Zooz. This Presentation may not be copied, published, repr
Slide 3: Forward-Looking Information
Forward-Looking Information The following presentation (this “Presentation”) is for informational purposes only and has been prepared by ZOOZ Power Ltd. (the “Company” or “ZOOZ”). This Presentation contains “forward-looking statements” within the meaning of Section 27A of the U.S. Securities Act of
Slide 4: We develop, manufacture & market revolutionary Power Boosters
We develop, manufacture & market revolutionary Power Boosters Enabling & accelerating widespread deployment of EV ultra-fast charging. Today. Anywhere. For Good. )Z0o0Z
Slide 5: Experienced Leadership Team
Experienced Leadership Team Proven track record of scaling high-growth high-tech companies 2 eee Avi Cohen Boaz Weizer Ruth Smadja llan Ben David Nir Zohar David Pincu Executive Chairman Chief Executive Chief Financial Co-founder & Chief Co-founder & Chief Co-founder & Officer Officer Technology Off
Slide 6: The EV revolution is accelerating
tam wk - The EV. revVolution is accelerating D ZOOZ r
Slide 7: Existing Electric Grid Cannot Support EV Ultra-Fast Charging
Existing Electric Grid Cannot Support EV Ultra-Fast Charging An EV charged in less than 15 min. consumes electrical power equivalent to that of a multistory building - THENEED 450 . . at EV owners expect a “fueling-like” 400 Ofoo ultra-fast charging experience. 350 A = /[oo S 200 O—-O fico Ultra-fas
Slide 8: Ultra-fast charging is critical, but grid infrastructure cannot support it
Slide 9: Infrastructure Disruption
Infrastructure Disruption — Gas Stations =eah Fast Charging i Centralized Approach = Distributed Approach >» 100% refueling in public stations >» 20%-40%* charging in public chargers > 'Few' 'big' gas stations, serving 100s of vehicles / day > ‘Many’ ‘small’ Stations — 10s EVs/day/charger* > > > Fas
Slide 10: Enabling Widespread Ultra-Fast Charging. Today.
Enabling Widespread Ultra-Fast Charging. Today. Optimized Micro-grid Power Management Ultra-Fast Chargers i) 2 ii perc O O —> CO Power- Power Booster Power Booster Power Booster bere ii Constrained Charged during discharged to enable O——O Grid idle times faster EV charging Enables Ultra-Fast Chargin
Slide 11: Enabling Ultra-Fast Charging
Enabling Ultra-Fast Charging. Limited- Power Grid Long Charging Sessions Skipped Charging Sessions Long wait & high cost of grid upgrade Long Waiting for available charger High Demand Charges
Slide 12: Enabling Ultra-Fast Charging
Enabling Ultra-Fast Charging. Limited grid is = boosted by the ZOOZTER™-100 4 lips charges Shorter More charged Charging cars per day, Sessions More Sales nelding / minimizing S : \ 9 demand I can wait. ee grid No problem. upgrade
Slide 13: Enabling Ultra-Fast Charging
Enabling Ultra-Fast Charging. Increase power supply as utilization grow Defer grid upgrade investment Accelerate sales and expand market share to accelerate growth and transition to EVs
Slide 14: The Kinetic Power Booster ZOOZTER-100
The Kinetic Power Booster ZOOZTER -100 ZOOZ Flywheel Enabling & Accelerating Ultra-Fast EV Charging ZO0O0Z (— > >) oC Innovative patented Sustainable- Flywheels Non-chemical \.__ technology J\ Bs =® fl High - High Power Performance ( Vi aA») ese Vl Cost Effective Flexible & \ /\___Modular__/ ( \ f @
Slide 15: All-in-one Integrated System
- All-in-one Integrated System
Slide 16: Energy Management System
Energy Management System CLOUD <e! Reports Charts Remote Control BOR METER —— Database = EVCHARGERS [ ewsBenests GRID = Ze : ZOOZTER’-100 q > Efficient use of the DZOOZ g asouw current gri oz907 {Energy Management > Minimize demand charges System > Defer grid upgrade investment N + 9, fe} 9 Compatib
Slide 17: Flywheel - Mechanism of Action
Flywheel - Mechanism of Action er
Slide 18: Flywheel - Mechanism of Action
Flywheel - Mechanism of Action pi, er Storing kinetic aie Conte
Slide 19: Flywheel technology features
Sealed to hold vacuum Unique high-speed, high-power, air-cooled, running in vacuum High efficiency, High reliability 0.5 Ton rotor balanced at a precision level of a small Gyro. Inherently safe by design Magnetic Bearing - 3rd Cost-effective, recyclable generation Halbach array Proprietary manuf. pr
Slide 20: Flywheel-based Power Boosters vs. Li-ion Batteries
Flywheel-based Power Boosters vs. Li-ion Batteries Energy Storage Performance & Cost over lifetime 100% ZOOZ Flywheel Li-ion suffer from rapid aging, and performance degradation & significant variation in different environment conditions ZOOZ FW allows >200,000 cycles, over 15 years lifespan, and op
Slide 21: Examples of competitors
Note: these are examples of competitors. Additional competitors are active
Slide 22: Adding Value to Various Verticals & Use Cases
Adding Value to Various Verticals & Use Cases Utilities é ee Hertz Fleet is amazon Operator Point Operator > » )Z0o0Z Asset Owner / Operator »>
Slide 23: Benefits to CPO / Asset Owner
Benefits to CPO / Asset Owner =O) Faster & Cost-effective Chargers Deployment > Avoid /defer grid upgrade > Defer investment & Build infrastructure gradually with utilization increase > Remain flexible and agnostic to chargers’ vendor > Re-deploy Power Boosters to accelerate land-grabbing o =© Maxim
Slide 24: Benefits to Fleet Operators
Benefits to Ficet Operators =O) Faster & Cost-effective Fleet Electrification > Avoid /defer grid upgrade > Defer investment & Build infrastructure gradually with EV fleet increase > Re-deploy Power Boosters to accelerate electrification of additional fleet's sites o = Maximize Site Fleet Efficiency
Slide 25: 1st Commercially Operating Site in Israel
() 1s* Commercially Operating Site in Israel Israel's leading ultra-fast \ charging network operators )ZOOZ
Slide 26: Company estimation, subject to changes
* Company estimation, subject to changes 26
Slide 27: Car Rental Giant
Car Rental Giant * Company estimation, subject to changes 27
Slide 28: Charging Ahead - Towards becoming a leading global supplier
Charging Ahead - Towards becoming a leading global supplier >250 A | Scale-up, based on successful pilots ! ! | som I ‘Developing Key Accounts & Channels in Seale2up Production Tier-1 Territories ' : : R&D / Eng. [i Serial Production Initial Production (Pilots & initial sales) > , 7 2 2021 | 2022 +'
Slide 29: Market Opportunity
Market Opportunity VIO >150 Million EVs | Vehicles in Operation Forecasted to populate the roads, globally, by 2030 2 TAM >1.5 Million Fast-Charging ports Total Available Market A minimum of 1 Fast-Charging port per 100 EVs >300,000 Power Boosters» Support >20% of Fast-charging ports I a <S) >$60B A
Slide 30: Enabling Ultra-fast EV charging
~ Enabling - Ultra-fast EV charging. (A irs TIME To 2002
Slide 31: Free translation of the Hebrew original
This document is a free translation of the Hebrew original. In case of differences, the Hebrew version shall prevail
Slide 32: Merger with KeyArch Acquisition Corp.
Transition to dual listing, also on Nasdaq Strengthening the recognition and positioning in the international markets, 01 and in particular the US market, which is a strategic target market for ZOOZ Merger with A convenient platform for raising capital, KeyArch Acquisition Corp. required for ZOOZ’s
Slide 33: Agreed Valuation of up to $100M and Injection of Capital
Agreed Valuation of up to $100M Injection of Capital (contingent on meeting certain milestone) According to the deal, ZOOZ’s agreed valuation is up to $100 million Condition to closing – minimum capital injection of which up to $40 million is contingent on meeting certain of $10 million (net after a
Slide 34: Merger structure and Injection of Capital
Traded in Tel-Aviv KeyArch SPAC, Stock Exchange Traded on Nasdaq With Reverse split by ~ 11.6** ratio The SPAC raised approximately $115M ZOOZ’s shareholders (prior to merger) and after the redemption (on 20.7.23) will hold 6 million shares approx. $25M* remain in the trust reflecting valuation of $
Slide 35: Earnout milestones and shareholder example
The following milestones will entitle ZOOZ shareholders to allocation of Earnout Shares (one of two conditions to be met per each milestone): $12 1,000,000 $16 2,400,000 $23 4,000,000 Example – a shareholder who currently holds 11,600 shares : 11,600 1,000 1,167 1,400 1,667 Shares Shares shares shar
Slide 36: Moving forward with our penetration into a rapidly evolving market
Initial Sales in Europe Initial Installation in the US Moving forward with our penetration into a fascinating and rapidly evolving market Excellent timing for ZOOZ to become publicly traded on 36
Slide 37: ZOOZ - August 2023
2) ZOOZ ~ August 2023 eat tae
Slide 38: Avoid Peak Load & Reduce Demand Charges
Avoid Peak Load & Reduce Demand Charges Charging Power (kW) ~200kM (~30kWH) Charging Session eampWWithout EMS emme\WWithEMS — ----- Virtual Grid Limit Reduced Shaved Peak Peaks’ load Shifting the energy from the peak to slightly extended charging time 250 200 150 Covered by | ig ZOOZTER™-100 4 100 S
Slide 39: EMS - Avoid And Reduce Demand Charges
EMS - Avoid And Reduce Demand Charges With ZOOZTER™-100 & EMS Charging by grid can be “virtually limited" to TOOkW, while extending less than 2% of charging sessions | [lu im i wi | | rn, 1.75% of pect mA 100kW, while maximum peak at 331kW. i 4 - a tl mW tn Hn | OO YM EME Pf JURA SNM (eqn yan i hf w
Slide 40: Charging Pattern of Multiple Cars - Common Mistake
Charging Pattern of Multiple Cars - Common Mistake | CASE STUDY — Total 600 kW Do we really need 600 kW ? Common Misunderstanding
Slide 41: The Real Pattern of Multiple Charging Cars
The Real Pattern of Multiple Charging Cars
Slide 42: Peak-Shaven Pattern of Multiple Charging Cars
"Peak-Shaven” Pattern of Multiple Charging Cars
Slide 43: Peak-Shaven Pattern of Multiple Charging Cars
“Peak-Shaven” Pattern of Multiple Charging Cars Supported by ZOOZTER -100 Power Booster Full day charging pattern $$$ Demand Charges
Slide 44: Power
Power 0 100 200 400 500 600 700 300 6:00 6:10 6:20 6:30 6:40 6:50 7:00 8:00 9:00 10:00 11:00 12:00 13:00 ™ 14:00 15:00 16:00 17:00 18:00 19:00 20:00 21:00 22:00
Slide 45: UK Charging Hub (6x 150kW) - inefficient deployment
UK Charging Hub (6x 150kw) — inefficient deployment fe=sersuste ae Grid =9OOkW sseeeeeesccceeeeeseeeneeeseenneseooen Power Last 7 Days 800 KW Peak = 6SOK\W ss0esseenneenseesseeeseenaeeeaeenaeeeaeeeaeeeaeenneeaaeensgeaaeenaeenaeenaee 600 KW 3 400 KW o A | rN Average = 300KW f\sssssenesPressesenn es B
Slide 46: UK Charging Hub (6x 150kW) - Efficient deployment
UK Charging Hub (6x 150kw) — Efficient deployment a * Grid: 400kW A ee * 6Chargers X 150KW RR * 2 ZOOZTER X100kW Grid kw 600 kW A f Covered by 2 ZOOZTERs , Grid = GOOKVW otesseeeseeeneeeseeeneeeas BAe VT RCT LVIRE REN M RA TAT NC UTA Ti a f Average = 300kW {esses Pe YER ea AAT AME TPN VT ag ey 1 ed