Carbon Streaming Corporation · NEO:NETZ
Carbon Streaming — Investor Presentation (August 2021)
23 slides from Carbon Streaming's investor presentation, August 2021
Slide 1: Carbon Streaming Corporation: Financing a Net-Zero Carbon Future
Carbon Streaming Corporation Financing a Net-Zero Carbon Future August 2021 NEO:NETZ | FSE:M2QA 0
Slide 2: Disclaimer
Disclaimer This presentation (“Presentation”) is being issued by Carbon Streaming Corporation (the “Company”, “Carbon Streaming” or “CSC”) for information purposes only. The content of this Presentation has not been approved by any securities regulatory authority. Reliance on this Presentation for t
Slide 3: Carbon Streaming: Financing a Net-Zero Carbon Future
Carbon Streaming: Financing a Net-Zero Carbon Future Unique Carbon Industry Leading High Growth Market with Investment Vehicle Management Team Positive Catalysts Bringing the streaming model, used in Executive roles at Sandstorm Gold, a gold Compliance carbon markets grew by 21% in mining & energy,
Slide 4: Management Team and Key Partnerships
Management Team Key Partnerships Justin Cochrane Conor Kearns Michael Psihogios President, CEO & Chief Financial Officer Chief Investment Officer Director • 20+ years of royalty and stream financing • Nearly 20 years of accounting, auditing, • 15+ years of financing, M&A and corporate experience fin
Slide 5: Board of Directors and Advisory Board
Board of Directors Advisory Board Maurice Swan, Chairman Kristen Kleiman • General Counsel of Superior Gold Inc. • Institutional investment expert with over 25 years of experience • Former Partner at Stikeman Elliott LLP, where he practiced corporate law for over 24 years • Former Chief Investment O
Slide 6: Investment Strategy
Investment Strategy Carbon Streaming intends to build a high quality and diversified portfolio of carbon credit streams and investments that offers investors exposure to the carbon markets as the world transitions to a net-zero carbon future. Stream Carbon Credits Enter into streaming agreements wit
Slide 7: How Streaming Credits Will Work
How Streaming Credits Will Work Example of a Stream Agreement Benefits to Carbon Streaming Corporation • No operational responsibility. • Lower cost than purchasing and managing own project. • Annual yield with credits received each year during term. Provide • Potential value appreciation with purch
Slide 8: Rimba Raya Biodiversity Reserve Project
Rimba Raya Biodiversity Reserve Project Conservation of Tropical Forest & Protection of Biodiversity Located in Borneo, Indonesia, it is one of the world’s largest REDD+ projects. Reduces and avoids GHG emissions by limiting deforestation of ~65,000 ha of tropical lowland peat swamp forests and prev
Slide 9: MarVivo Blue Carbon Project
MarVivo Blue Carbon Project Conservation of Mangrove Forests and Advances Multiple UN Sustainable Marine Habitat Development Goals Located in Magdalena Bay in Baja California Sur, Mexico, Creates new economic opportunities for local which is home to Baja’s largest mangrove forest. communities, like
Slide 10: Bonobo Peace Forest REDD+ Projects
Bonobo Peace Forest REDD+ Conservation of Rainforest & Protection of Endangered Bonobos and Biodiversity Projects Located within the Bonobo Peace Forest (BPF) in the Democratic Republic of Congo (DRC). Mitigate current threats of deforestation and degradation through natural resource management of t
Slide 11: Pipeline of Opportunities
Pipeline of Opportunities Carbon Streaming has sourced a potential deal pipeline of over US$585 million with its near-term pipeline valued at approximately US$165 million at target IRRs of 15%+ Near-Term Opportunity Pipeline Project Location Investment Type Investment (US$) Forestry Africa carbon st
Slide 12: The Paris Agreement: Limit Global Warming to 2º Celsius
The Paris Agreement: Limit Global Warming to 2º Celsius Global GHG Emissions: Massive change and shock required Governments Increase Commitments to Reduce Emissions 70 • EU leaders approved emission-reduction target of at least 55% 59 GtCO2e 2019 compared to 1990 levels by 2030; also targeting net-z
Slide 13: Corporations & Asset Managers Commit to Net-Zero
Corporations & Asset Managers Commit to Net-Zero Goldman Sachs 2020 conservation carbon abatement cost curve for anthropogenic GHG emissions, based on current technologies and current costs, assuming economies of scale • Over 1,500 companies have announced plans to be “net-zero” by 2050 or for techn
Slide 14: Two Types of Carbon Markets
Two Types of Carbon Markets Market Size: US$261 billion Market Size: US$320 million Compliance Transactions representing 10.3Gt CO2e Transactions representing 0.1Gt CO2e Voluntary traded on the compliance markets in 2020. traded on the voluntary markets in 2019. Markets for carbon credits created by
Slide 15: Compliance Carbon Markets
Compliance Carbon Markets Europe (EUAs, aviation EUAs) Compliance Market Size: US$261 billion North America (WCI, RGGI) Other (CERs, South Korea ETS, New Zealand ETS, Chinese pilot schemes) How an emission trading system works Global Compliance Markets – Transaction Value (US$B) 275 PURCHASE Over 5x
Slide 16: EU ETS Carbon Allowance Prices Recently Hit Record High
EU ETS Carbon Allowance Prices Recently Hit Record High Historical Carbon Allowance Prices on the EU ETS EUR / t CO2e 60 Record High: Prices reached a record high closing price of €56.49 on May 14, 2021. 50 40 Market stability reserve: MSR introduced in January 2019 and speculators returned to the m
Slide 17: Carbon Offsets
Carbon Offsets Carbon offset projects can be • A carbon offset can be resold multiple times until it has been retired by the end user who wants to claim the offset’s impact. grouped into two categories: • A registry keeps track of the issuance and retirement of carbon offsets. Avoidance / Reduction
Slide 18: Significant Growth Expected in the Voluntary Carbon Markets
Significant Growth Expected in the Voluntary Carbon Markets UN Special Envoy for Climate Action Mark Carney has Voluntary Market Size: US$320 million said the voluntary market “needs to be a $50-100 billion per annum market.” The Taskforce on Scaling Voluntary Carbon Markets estimates that demand fo
Slide 19: Higher Carbon Prices are Needed in the Carbon Markets
Higher Carbon Prices are Needed in the Carbon Markets Carbon Prices Needed by 2030 to Meet Temperature Targets of Paris Agreement US$/t CO2e Higher carbon prices are 140 needed in the compliance and Historic EU ETS allowance price (in USD) Voluntary Carbon Offset Prices $125 15.9% CAGR voluntary mar
Slide 20: Milestones & Catalysts
Milestones & Catalysts Carbon Streaming expects significant news flow over the next few months as it deploys its recently raised capital to investments in its current pipeline. First carbon Carbon credit credit stream stream on the 2020 2021 2022 announced for Rimba Raya the MarVivo Biodiversity Blu
Slide 21: Pro Forma Capital Structure
Pro Forma Capital Structure Shares % of FD Issued Share Capital* 230,961,393 57% Warrants* 168,873,857 42% Options 3,200,000 1% Fully-diluted Share Capital 403,035,250 100% Note: There are 2,500,000 RSUs outstanding; none of which have vested. They vest one-third on the first, second and third anniv
Slide 22: Investment Highlights
Investment Highlights • Will provide investors with a unique approach to investing in carbon credits with streaming model. • One of the few investment vehicles that will provide CO2 exposure to voluntary carbon markets. • Advisory board with experienced participants in the carbon markets and experts
Slide 23: Contact
4 King Street West, Suite 401 Toronto, Ontario Canada M5H 1B6 Tel: 647.846.7765 Email: info@carbonstreaming.com NEO:NETZ | FSE:M2QA 22
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