Powerhouse Ventures Ltd. · ASX:PVL
Powerhouse Ventures — Shareholder Meeting (November 2019)
21 slides from Powerhouse Ventures's shareholder meeting presentation, Nov 25, 2019
Slide 1: Annual General Meeting 2019 Chairman's Presentation
For personal use only Powerhouse Ventures Limited Annual General Meeting 2019 Chairman’s Presentation
Slide 2: Agenda
Agenda For personal use only 2020 A New Vision for Powerhouse • Update on portfolio • Our 2020 Mission • Our 2020 Business Model • Major shareholder support
Slide 3: Portfolio: Pre-seed
Portfolio For personal use only Portfolio Company Enterprise Fair Value Powerhouse amount Powerhouse Powerhouse Fair Value (NZ$’000) invested (NZ$’000) shareholding (%) (NZ$’000) (as at 30 June 2019 unless specified) Pre-seed Cirrus 8,333 150 7.2% 150 1 EdPotential 487 150 15.4% 0 Hapai 275 150 47.4
Slide 4: Portfolio: Seed
Portfolio For personal use only Portfolio Company Enterprise Fair Value Powerhouse amount Powerhouse Powerhouse Fair Value (NZ$’000) invested (NZ$’000) shareholding (%) (NZ$’000) (as at 30 June 2019 unless specified) Seed - Hot Lime Labs 1,473 108 7.3% 108 3 Avalia 4,792 460 9.7% 522 Ferronova 2,230
Slide 5: Portfolio: Post-seed
Portfolio For personal use only Portfolio Company Enterprise Fair Value Powerhouse amount Powerhouse Powerhouse Fair Value (NZ$’000) invested (NZ$’000) shareholding (%) (NZ$’000) (as at 30 June 2019 unless specified) Post-seed Croplogic 14,335 1,030 3.0% 496 Invert 35,234 490 8.1% 2,836 4 MARS 10,49
Slide 6: HT Systems Revolutionising Patient Transfers
HT SYSTEMS Revolutionising Patient Transfers For personal use only 2 MINUTE SINGLE CAREGIVER TRANSFERS Quick and easy fitting with unique Patented mechanical leverage Single carer operation chest pad and back strap system provides easy operation for carers Safe and secure © Hapai Transfer Systems Lt
Slide 7: Highlights
For personal use only HIGHLIGHTS JAN 2018 START UP DEC 2018 SUCCESSFUL TRIALS WITH TARGET PATIENTS “We have found the Kera both effective and efficient JUNE 2019 LONG TERM TRIALS UNDERWAY (INCL.OCEANIA GROUP) for transfers and we believe that this has contributed to a safer working environment and r
Slide 8: 2020 Milestones
For personal use only 2020 MILESTONES 150 sales (100 x NZ, 50 x Au) “We were at a loss before you came along…I can manage here at home by myself…and Jean doesn’t have to go into a rest home” Erik & Jean Versteeg © Hapai Transfer Systems Ltd. [2019]
Slide 9: Ferronova's Mission
For personal use only FERRONOVA’S MISSION Improve outcomes in early stage cancer patients Fahim et al (2017) - 39% of localised lung cancer patients have undetected disease in lymph nodes Protec et al (2015) – 19% of localised colon cancer patients have undetected disease in lymph nodes
Slide 10: Ferronova's Technology
For personal use only FERRONOVA’S TECHNOLOGY Superparamagnetic iron oxide nanoparticles (SPIONs) Functionalised for cancer diagnostics and/or therapy RAFT end group Steric stabilising block Strong Anchoring block Functional end groups
Slide 11: Ferronova Status
For personal use only FERRONOVA STATUS Proven in animal tests Protected by global patents Ethics Approval for first human trial Product manufactured for first human trial
Slide 12: Reducing Waste in the Food Processing Industry
Reducing Waste in the For personal use only Food Processing Industry Accurate Water Quality Monitoring Initial opportunity: 3% of all dairy products are lost during industrial processing (NZ$12.8 billion p.a. globally) + + Decreased productivity Environmental impact Wasted resources
Slide 13: Dairy Industry Solution
Dairy Industry Solution For personal use only 40% reduction in dairy processing losses achieved using: Accurate Water Quality Monitoring NZ$4 million p.a. saving and a 1.2% reduction in + + = energy, water and GHG emission intensity Lactose Biosensor Device Data People Value created: Loss monitoring
Slide 14: Inhibit snapshot
Inhibit snapshot For personal use only • Highest performing antimicrobial paints and floor coatings • 25x better performance than gold standard • Products formulated and being trialled at large dairy plants in NZ • Engaged with multinational coatings and resin manufacturers • Talking with 6 of the t
Slide 15: Hot Lime snapshot
Hot Lime snapshot For personal use only • Product increases large scale high-tech greenhouse crop yield • ~30% with CO2 extracted from waste wood • Large scale greenhouses produce • ~500b crops p.a. and growing rapidly • First pilot-scale system shipped to trial customer • operational by the end of
Slide 16: Our 2020 mission
For personal use only Our 2020 mission Transforming pre-seed stage companies into real-world success stories
Slide 17: Our 2020 mission
For personal use only Our 2020 mission Investing in emerging commercially compelling investment opportunities
Slide 18: Our 2020 Business Model
For personal use only Our 2020 Business Model Business Model What is the business of Powerhouse was established to identify and invest in scientific and the Company? technical innovation. environmental and agritech; engineering and cleantech; healthcare and medical devices; and information a
Slide 19: Critical role of government
Our 2020 Business Model Critical role of government For personal use only Vital that the risk is reduced by Governments • Commercializing science benefits many beyond investors • employees • customers • competitors • universities and • Taxpayers • All advanced economies have government support for R
Slide 20: Key risks
For personal use only Our 2020 Business Model Key risks What are the key risks Company’s investments are at an early-stage and carry of investing in the inherent risk Company? Strategy risk Concentration risk Control or influence over Portfolio Companies
Slide 21: Major Shareholder Support
For personal use only Major Shareholder Support • Ongoing collaboration • Involved in strategic planning • Working towards 1Q20
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