Global Bioenergies Sa · SWB:1DK
Global Bioenergies Sa — Investor Presentation (December 2022)
26 slides from Global Bioenergies Sa's investor presentation, December 2022
Slide 1: A growing player of the environmental transition
A growing player of the environmental transition December 2022 1
Slide 2: Disclaimer
Disclaimer Le présent document ne prétend pas être une description complète ou exhaustive de Global Bioenergies et est établi uniquement à titre informatif pour ses actionnaires. Il contient certaines informations prospectives relatives notamment aux perspectives de développement et à la stratégie d
Slide 3: GBE at a glance
GBE at a glance Our Company Our Technology ✓ A pioneer biotechnology to cut CO2 emissions ✓ Founded in 2008 ✓ A unique & disruptive gaseous fermentation process ✓ ~50 employees in Paris area ✓ Deeptech: synthetic biology x green chemistry ✓ IPO in 2011 & listed on Euronext Growth Paris ✓ Q4 2022: Fi
Slide 4: Why Isobutene?
Why Isobutene? • The smallest branched carbon structure • A double bond, which allows the conversion of isobutene into numerous high-performance compounds: octane rating for gasoline; air- tightness for elastomers; volatility for cosmetic oils… • Numerous markets well in place fully relying on isobu
Slide 5: Isobutene product tree
Isobutene product tree Road fuels Cosmetics IDD Other derivatives IBN Rubber Aviation fuels Whole market: Fine chemistry 15 million tons per year (20 billion USD) 5
Slide 6: Industrial biology is a way to decarbonisation
Industrial biology is a way to decarbonisation 6
Slide 7: Our commitment: contributing to keeping the world livable
Our commitment: contributing to keeping the world livable • We aim at becoming an example for an environmentally-friendly industry • Sustainability is at the heart of our activity • Started the Gaïa notation : – in 2021 : score of 40/100 (average within the companies in the same sector) – in 2022 :
Slide 8: A disruptive technology to impact the planet
A disruptive technology to impact the planet
Slide 9: Biomass, Isobutene, Isododecane
Biomass Isobutene Isododecane Residual sugars Oil or gas Petro- Biology chemistry Bacterial Steam cracking fermentation Isobutene (IBN) GBE's differentiating know- how, protected by 45 patent Green Market families technology chemistry Isododecane and other derivatives 9
Slide 10: Unique Science
Unique Science • Engineering bacteria by implementing a metabolic pathway to IBN Genetically engineered bacteria Agricultural and IBN forestry residues • No biological starting point because IBN is not produced by Nature → We created a unique artificial metabolic pathway - huge technology barrier ov
Slide 11: Conventional resources
Conventional resources 1st generation: sugar residues ✓ Residue: natural and inevitable coproducts in the production process ✓ No food (nor feed) application Focus on beet ✓ No need for additional land ✓ Potential for high GHG emission savings French beet production: 40 mt • Well established industr
Slide 12: Emerging resources
Emerging resources 2nd generation: wood residues and straw • Wood chips from sawmills & wheat straw • Proven compatibility with GBE technology • New, emerging industries: first plants in operation in Europe • Accessible volumes in future: several thousands of million tons, enough to cover all jet fu
Slide 13: Step by step roadmap
Step by step roadmap
Slide 14: Horizons
YW Global Horizons E Bioenergies IBN-One 2028, France Economies de co, Horizon 4 30.000 t/an Usine de pleine taille France, 2025 . Marché : Horizon 3 Millions de tonnes/an pour 2.000 t/an les carburants d’aviation Isonaturane” durables Horizon 1 Unité de production Démonstrateur a Leuna, . Pomacle,
Slide 15: Isonaturane: first bio-based IDD
Isonaturane : first bio-based IDD USP in cosmetics : Brings naturalness & maintains performance In make-up : volatile solvent In overall cosmetics : aerial emollient Long-wear Waterproof No Transfer Lightness Silk effect IDD 1st ingredient in volume: make-up, skincare, haircare, toiletries from 25%
Slide 16: H1: Launching our proprietary brand
H1: Launching our proprietary brand ® → From Biotech to Beauty • IDD is the key, indispensable molecule in longwear make-up, and first ingredient in proportion: from 25% up to 60% in formulas • First bio-sourced IDD → Unique Selling Proposition: first brand combining naturalness and longwear/waterpr
Slide 17: H2: Priming the market for Isonaturane
H2: Priming the market for Isonaturane 17
Slide 18: H2: Priming the market for Isonaturane
H2: Priming the market for Isonaturane • Small manufacturing unit in the premises of fermentation toller ARD in Pomacle, France • Production focuses on the IBN production, and takes advantage of tolling capacities for the upstream and the downstream segments • Construction and commissionning complet
Slide 19: H3: Large volumes to skin and hair care
H3: Large volumes to skin and hair care • Frost & Sullivan paid-for study: → IDD and IHD widely used in four of the five cosmetics segments: make-up, skincare, haircare, toiletries → Present market 25,000 tons/yr → Ramping up to 100,000 tons/yr within years by considering substitution of D5 silicon,
Slide 20: H3: Large volumes to skin and hair care
H3: Large volumes to skin and hair care • Plant project on its way: – 2,000 tons/yr Isonaturane® – Site pre-selected in France on existing industrial park – Basic engineering completed – Special Purpose Vehicle « ViaViridia » in creation – Target revenues >€80m at high margin rate due to its unique
Slide 21: H4: Decarbonizing air transportation
H4: Decarbonizing air transportation • First flight performed in June 2021 with a small airplane using 97% green aviation gasoline → sends the message of our commitment to improving the sustainability of air transportation • IDD is already approved for a 50% blend in commercial jet fuel • ASTM-certi
Slide 22: H4: IATA's view
H4: IATA’s view International Air Transport Association’s view: (IATA is the trade association for the world’s airlines, representing 290 airlines or 83% of total air traffic) « » Source: www.iata.org/contentassets/b3783d24c5834634af59148c718472bb/factsheet_saf-.pdf 22
Slide 23: Road biofuels
Road biofuels • Road biofuels were considered until recently as a dead case: the electric car would become core for road transportation, and thermal engines would be banned. • Several arguments recently damaged this vision: dependency on China; effective CO2 emissions of cars, batteries, and electri
Slide 24: Conclusions
Conclusions
Slide 25: Perspectives
Perspectives • Process now mature for applications in the cosmetics • Clear and stepwise roadmap for ramping up the production from Cosmetics to Sustainable Aviation Fuels and Road fuels • Horizon 2 plant in operations / Horizon 3 plant projected for Q4 2025 • Potential to build thousands of plants
Slide 26: Contact Global Bioenergies
Contact Global Bioenergies 5 rue Henri Desbruères 91000 Evry Tél. : +33 (0) 1 64 98 20 50 E-mail : invest@global-bioenergies.com
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