Powerhouse Ventures Ltd. · ASX:PVL
Powerhouse Ventures — H1 FY2025 Earnings Presentation
17 slides from Powerhouse Ventures's earnings presentation, Feb 28, 2025
Slide 1: Corporate Presentation 1H FY2025 Results
For personal use only Corporate Presentation 1H FY2025 Results 28 February 2025
Slide 2: Key Numbers | FY25 half-year results
Key Numbers|FY25 half-year results For personal use only EBIT1 Basic EPS2 Trading Profits3 NTA per share4 $3,113,174 1.75c $437,679 10.2c Note 1: EBIT represents the company's earnings before income tax expense Note 2: After tax; Basic EPS on pre-tax earnings is 2.52c 2 Note 3: ASX trading profits $
Slide 3: 2025 Mission | Clear pathway to earnings
2025 Mission|Clear pathway to earnings We are building to consistent earnings across 3 divisions For personal use only We will generate We have restructured into 3 stand alone business units revenue streams with two Our vision is to be favourable features the trusted bridge 1 Predictable Annuity Rev
Slide 4: 2025 Mission | Building on the 2024 foundations
2025 Mission|Building on the 2024 foundations For personal use only Our execution pathway is clear Our goals End of CY25 FUM $100m+ generating 1 2 3 4 5 $1.5m annuity revenue Grow FUM in our Leverage the Launch our Burleigh Execute one or Build our Corporate marquee Aliwa undeniable Private Tech Fun
Slide 5: PVL Board | Combination of Capability
PVL Board|Combination of Capability Building an Investment Powerhouse for shareholders For personal use only + 20-year Macquarie Global + First cheque in the world’s General Counsel with deep largest quantum company, James experience in structuring and and Australia’s NRF backed regulation diamond c
Slide 6: PVL Sustainable Value Drivers
PVL Sustainable Value Drivers Our Attributes, Our Discipline, Our Culture is behind every decision we make For personal use only The trusted bridge of private Stand Alone Business Units Purpose capital to public markets Treasury and Funds Corporate Balance Build a unique merchant banking ecosystem t
Slide 7: Funds Business Unit | Product #1 Microcaps Fund
Funds Business Unit|Product #1 Microcaps Fund Ready to relaunch in ASX risk-on period For personal use only Aliwa Historic FUM ($Millions) The Fund team previously grew $41m in FUM over a 12-month period We believe that we have the relationships to rapidly regrow the FUM The Fund relaunches with c.
Slide 8: Funds Business Unit | Product #1 Microcaps Fund
Funds Business Unit|Product #1 Microcaps Fund We see enormous opportunities and we will build capability and brand from bottom up For personal use only Large Caps + Bulge bracket funds managers and investment banks Less operate with high-cost bases + Efficient markets and price discovery Small-Mid C
Slide 9: Funds Business Unit | Product #2 New Infrastructure
Funds Business Unit |Product #2 (New Infrastructure) New Infrastructure Opportunities Fund For personal use only Example portfolio companies Space Infrastructure AI & Chips Quantum Computing New Energy Maps + Global Air traffic + A leading natural capital Global Transformation Seed Joint Contributio
Slide 10: Funds Business Unit | Horizon
Funds Business Unit |Horizon 2 New Product Incubation Strategies For personal use only Specialty LIC (Listed Investment Vehicle) Small Caps Fund Other Specialty Assets Dedicated strategy aligned to A graduation fund is the natural Focussing on asset classes that are in shareholder interest extension
Slide 11: Advisory Update
Advisory Update High conviction and aligned advisory For personal use only The Powerhouse Advisory advantage Deeply connected micro-small cap and global networks provides access to: High-conviction idea generation through PVL Proprietary deal Capital via PVL balance sheet and PVL owned Capital partn
Slide 12: Advisory Business Unit | Launch
Advisory Business Unit | Launch Fast start with strong pipeline For personal use only Won 6 Mandates Core Advisory Services Launching in first 3 months to Dec ’24 Melbourne office ECM transactions Capital markets support Richard 3x Listed Companies (private to public, ASX issues, private/venture cap
Slide 13: Treasury Business Unit
Treasury Business Unit Balance Underpinning self-sufficiency from ASX raises For personal use only Sheet The PVL Treasury is the key enabler of growth with 4 key engines Unit Fund Liquidity Incubate 1 2 3 4 Unit Liquidity for Warehousing Merchant Treasury style our stable of assets for Fund Banking
Slide 14: Case Studies | RegenCo & MPW
Case Studies|RegenCo & MPW How our merchant banking creates value for all shareholders For personal use only What we did Company benefits benefits + Established Revaia + Enlarged & diversified carbon projects & ACCU + Invested capital of $750k now valued at $3.4m streams + Negotiated merger into Reg
Slide 15: PVL transformation in 12-months
PVL transformation in 12-months… For personal use only Share price 10.5c Sale of portfolio K-TIG origination fee (25/02/2025) company asset Aliwa Funds Shares Management on issue 137m acquisition and strategic update Doron Eldar appointed Non-Executive Director Market cap $14.4m Revaia merger Sale o
Slide 16: Our Exclaimer | Just good companies
Our Exclaimer|Just good companies For personal use only No lifestyle boards No egregious fees No fine print Just Good Companies No hype or spin No fancy share classes No committees No herd mentality 16
Slide 17: Disclaimer
Disclaimer This Presentation contains certain “forward-looking statements”. The words “expect”, “anticipate”, “estimate”, “intend”, “believe”, “guidance”, For personal use only “should”, “could”, “may”, “will”, “predict”, “plan” and other similar expressions are intended to identify forward-looking
Powerhouse Ventures — H1 FY2025 Earnings Presentation on 6ix