Canadian Premium Sand, Inc. · TSXV:CPS
Canadian Premium Sand — Investor Presentation (March 2022)
16 slides from Canadian Premium Sand's investor presentation, Mar 18, 2022
Slide 1: Low-Carbon Manufacturing of Solar Glass
LOW-CARBON MANUFACTURING OF SOLAR GLASS Invest in Canada Dubai, U.A.E. MARCH 18, 2022
Slide 2: Sustainable Solar Glass Manufacturing
Sustainable Solar Glass Manufacturing CPS Solar Glass Facility • Canadian Premium Sand Inc. (“CPS” or “the Company”) is a public company listed on the TSX-Venture Exchange • CPS has an experienced and aligned management team and board of directors, with insider and key strategic Ability to service t
Slide 3: Solar Glass is a Critical Component
Solar Glass is a Critical Component Patterned solar glass is Patterned solar glass: dominant type of solar glass • Maximizes light transmittance demand in North America • Protects solar panel from elements 20% Balance of Solar Glass 80% System 10 - 15% 20%-35% Patterned Solar Glass Average solar Flo
Slide 4: Project Highlights
Project Highlights • Unprecedented growth in solar energy infrastructure at over 20% annually is expected to drive North American solar glass Significant Solar Glass Demand demand over the next decade Growth • Patterned solar glass is a critical component of solar panel manufacturing • Currently, th
Slide 5: Significant North American Solar Panel Demand
Significant North American Solar Panel Demand Annual solar panel installations are expected to grow >20% annually: • Solar energy is now cost competitive with traditional sources of energy • Solar is now the premier choice for renewable projects in the U.S. and elsewhere • Strong government initiati
Slide 6: Significant Dependence on Asia-Pacific Suppliers
Significant Dependence on Asia-Pacific Suppliers Asia-Pacific Supply: • Unpredictable costs • Unstable tariff environment • Insecure logistics • High carbon intensity CPS Facility Imports: Glass, components and fully assembled panels North American Panel Domestic panel manufacturers are aggressively
Slide 7: Strategically Located Integrated Manufacturing
Strategically Located Integrated Manufacturing Integration of sand resource with value-added manufacturing offers significant benefits Sand Resource Solar Glass Facility ✓ Close to sand resource MANITOBA ✓ Rare low-iron silica resource ✓ Low-cost hydroelectric power ✓ Abundant supply ✓ Designed with
Slide 8: Glass Plant Design
Glass Plant Design • FEED study completed by industry leading glass engineering firm for design of phases 1 & 2 • Currently in the process of selecting a world-class EPC group to execute phase 1 construction • Site has room for expansion for a total of 4 facilities Phase 1 & 2 Facility Layout 8
Slide 9: Long Term Cost Advantage
Long Term Cost Advantage 100 90 >30% cost advantage 80 Logistics Relative Cost Basis* 70 • Significantly lower logistics cost due to 60 Logistics proximity to customers Coating and 50 Packaging Other Raw Coating and • Lower cost supply of domestic soda ash 40 Materials Packaging Other Raw Soda Ash M
Slide 10: Low Carbon Intensity
Low Carbon Intensity 1.00 GLASS MANUFACTURING EMISSIONS INTENSITY TONNES OF C02e PER TONEE-GLASS PRODUCTION 0.90 (Scope 1 & 2 Analysis + Logistics Emissions) 0.80 0.70 0.60 >50% lower* 0.50 In ~10 days, CPS glass will be 0.40 installed in sufficient solar panels 0.30 to offset an entire year’s worth
Slide 11: Community Impact and Sustainable Development
Community Impact and Sustainable Development Positive Community Impact • Participation agreements with Hollow Water First Nation and Community of Seymourville • Local employment opportunities for nearby communities • 600 jobs during construction phase, • 300 jobs for glass manufacturing operations,
Slide 12: Project Economics
Project Economics ● Phase 1 of the proposed facility will have annual production of 20 million square meters (equivalent to 4GW of solar panel manufacturing demand) ● Gross margins are expected to exceed 50% ● Phase 1 pre-tax IRR is predicted to exceed 25% and generate a pre-tax NPV10 of C$800+ mill
Slide 13: Growth Potential
Growth Potential • Significant opportunity for expansion as industry grows • Future expansion can be internally funded • Expressions of Interest in place with customers for over 100% of Phase 1 output Glass Production Capacity Required Domestic solar glass demand (based on 30% solar on the US electr
Slide 14: Project Milestones
Project Milestones Sand Resource Analysis and Business Plan Development 2020 • Conducted geochemical laboratory analysis to investigate glass manufacturing potential • Initiated preliminary market research into flat glass manufacturing in North America Business Strategy Shift to Sustainable Glass Ma
Slide 15: An Investment with Sustainable Returns
AN INVESTMENT WITH $1.3B SUSTAINABLE RETURNS HIGH PURITY SOLAR SPEC SAND GLENN LEROUX PRESIDENT & CEO glenn.leroux@cpsmail.com 587.355.3714 15
Slide 16: Disclaimer
Disclaimer TECHNICAL DISCLOSURE Some technical information contained in this presentation related to the silica sand resource has been extracted or summarized based on the information contained in the independent Technical Report and Mineral Resource update of Wanipigow Sand Quarry dated October 14,
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