Advent Technologies Holdings, Inc. · OTC:ADNH
Advent Technologies — Investor Day (July 2022)
20 slides from Advent Technologies's investor day presentation, Jul 7, 2022
Slide 1: Advent’s Path to Growth – Investor Day 2022
Advent’s Path to Growth INVESTOR DAY 2022 Dr. Vasilis Gregoriou Chairman & CEO
Slide 2: Vision and mission
Vision and mission 2 Path to Growth Our Vision We believe that the world can decarbonize quickly with green hydrogen and fuel cell technology Our Mission Bring the HT-PEM technology to the market and enhance energy independence, by building world-class fuel cells and electrolysers with low total cos
Slide 3: Irreversible Path To Fossil Fuel Replacement
Irreversible Path To Fossil Fuel Replacement 3 Path to Growth €300 billion (50 billion for H2 technologies) to specifically make Europe independent of Russian natural gas $8 billion program from the U.S. DOE to develop regional clean hydrogen hubs across America through. 17.5 GW of electrolysers by
Slide 4: What We Must Do
What We Must Do 4 Path To Growth Produce green hydrogen: electrolyser global capacity has to increase massively. Advent’s Green HiPo is well positioned to meet this need Use e-methanol, ammonia, LOHC and all liquid hydrogen carriers, biomethane and efuels Advent’s technology does not need pure hydro
Slide 5: The Moment for Hydrogen is Now: The Time For Fuel Cells Is Now
The Moment for Hydrogen is Now The Time For Fuel Cells Is Now 5 The Time Is Now The end of diesel is fast approaching Small cars will run on batteries Trucks, marine, aviation and large scale power generation will run on fuel cells We’ll need to replace substantially all our engines and all our fuel
Slide 6: The Moment for Hydrogen is Now: What we must do
The Moment for Hydrogen is Now What we must do 6 The Time Is Now Make fuel cells cheaper Most of the world’s population cannot afford to switch to more expensive solutions just for the environmental impact First address areas where batteries fail off-grid, large scale storage, heavy-duty mobility
Slide 7: Advent Is Uniquely Positioned As An Enabler
The Moment for Hydrogen is Now Advent Is Uniquely Positioned As An Enabler 7 The Time is Now What they sold in 2020 is not what they’ll sell in 2030 There are only a handful of high-tech companies on the planet that have strong fuel cell expertise. Advent is one of them Advent has the next-generatio
Slide 8: Advent’s Team
Chris Kaskavelis* CMO Our People 8 Advent’s Team Vasilis Gregoriou* Chairman & CEO Emory De Castro* CTO Jim Coffey General Counsel & COO Kevin Brackman CFO Naiem Hussain CIO Daniel Hennig SVP, Advent Technologies GmbH Nora Gourdoupi SVP, Corporate Business Development Ian Kaye SVP, Product Developme
Slide 9: Markets: We already sell systems in Stationary and Portable
Markets: We already sell systems in Stationary (Telecom and Marine) and in Portable (Defense and infrastructure) 9 Markets 9 BATTERY EV OFF-GRID & PORTABLE TRUCKS, BUSES AVIATION 100 kWh 4hrs 8hrs 12+hrs days Autonomy ENERGY: GRID POWER H2 (PURE) H2 (PURE, REFORMED, LOHC), METHANOL, E-FUELS, NATURAL
Slide 10: Markets: We Are Expanding To Mobility With Strategic Partnerships
Markets: We Are Expanding To Mobility With Strategic Partnerships 10 Markets 10 BATTERY EV OFF-GRID & PORTABLE TRUCKS, BUSES AVIATION 100 kWh MWh MWh-GWh 4hrs 8hrs 12+hrs days Autonomy P2X, CHP & MARINE HEAVY-DUTY MOBILITY ENERGY: GRID POWER H2 (PURE) H2 (PURE, REFORMED, LOHC), METHANOL, E-FUELS, NA
Slide 11: Markets: We Are Expanding To Electrolysers With IPCEI
Markets: We Are Expanding To Electrolysers With IPCEI (Important Projects Of Common European Interest) Support 11 Markets 11
Slide 12: Green HiPo Highlights
Green HiPo 12 Highlights Total funding of 782.1m € Duration 2022-2027 R&D and Production Facilities Direct and indirect cooperation with approximately 20 European entities Electrolysers: 1.5 GW over 6 years Fuel Cells: 120MW over 6 years. Innovative Production of HT-PEM Fuel Cells and Electrolysers
Slide 13: HT-PEM “Any Fuel. Anywhere.” Technology
13 HT-PEM “Any Fuel. Anywhere.” Technology 13 13 Advent Fuel Cell Stack Advent MEA Defense Off-Grid Heavy-Duty Automotive Aviation Marine Combined Heat & Power ANYWHERE COLD HEAT HUMIDITY POLLUTION MARKETS ELECTRICITY ANY FUEL Fuel for most heavy-duty mobility & industrial markets HYDROGEN Option fo
Slide 14: Revenue Will Come From
Dr. Chris Kaskavelis, CMO Next-Gen MEAs & Electrodes ENGINEERING & License Fees JDAs/Gov’t Projects Revenue Will Come From SYSTEMS Stationary Power Portable Power Mobility Electrolysers
Slide 15: Accomplishments 2021
15 Accomplishments February 2021: Advent rings Nasdaq Stock Market opening bell Advent acquires UltraCell 2021 Accomplishments: Build A Team Of The Best March 2021: Advent announces Joint Collaboration with the U.S. Department of Energy for next-gen fuel cell technology Advent announces new product
Slide 16: Accomplishments 2022
16 Accomplishments January 2022: Advent signs Distribution and Service Agreement with Calscan Solutions Advent to supply Serene Fuel Cells for Globe Telecom’s rooftop sites in the Philippines 2022 Engage the Market February 2022: Advent signs new contracts worth $2.2 million for delivery of MEA elec
Slide 17: 2023 and Forward
17 2023 and Forward Scale up capacity USA, Western Europe and Greece Strategic Partnerships and continued progress on commercializing the DoE technology Collaboration/Joint Development Agreements with large, global players Product development activity around portable/off-grid, aviation and mobility
Slide 18: The Environmental Challenge
18 Jim Coffey, COO & General Counsel Focus on the 3Es (Environment, Energy Security, and Economy). We need clean fuels and engines that will be green, manufactured locally, and do not require immense infrastructure spending. The Environmental Challenge
Slide 19: Advent Finance & Investment Thesis
19 Kevin Brackman, CFO Advent is on track to meet its 2025 target Advent Finance & Investment Thesis
Slide 20: Summary: The hydrogen economy is here
The hydrogen economy is here. Globally, an average of $38 billion per annum is expected to be invested in the hydrogen and fuel cell sector between 2020 and 2040. Advent will decarbonize the world faster by bringing its highly differentiated HT-PEM technology to the market. Through Green HiPo, Adven
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