Clearvue Technologies Ltd. · ASX:CPV
Clearvue Technologies — Shareholder Meeting (November 2023)
20 slides from Clearvue Technologies's shareholder meeting presentation, Nov 30, 2023
Slide 1: Annual General Meeting Investor Briefing
CLEARVUE TECHNOLOGIES LIMITED Annual General Meeting Investor Briefing 30 November 2023 ENERGY EFFICIENT | ENERGY GENERATING | CLEAR GLASS
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation has been prepared and issued by ClearVue Technologies Limited (the “Company”) to assist it in informing interested parties about the Company and its progress which is current as at the date of this presentation. This presentation is for information purposes only it
Slide 3: Observations from the new CEO
Observations from the new CEO Martin Deil Chief Executive Officer
Slide 4: Business update – key takeaways
Business update – key takeaways GEN-2 RESULTS MASS PRODUCTION BENEFIT FROM POSITION THE CAPABILITY POSITIONED FOR INDUSTRY COMPANY FOR VALIDATES GROWTH EXPERIENCE GROWTH BUSINESS PLAN Building and Construction Circa 100 plus years of Authority (BCA) results Our ability to be Corporately and façade i
Slide 5: Observations from the new CEO
Observations from the new CEO What is important: BCA testing results & A global company mass production Process and sales Listen to what the footprint represents capability are focus – getting ready consumer is saying a large opportunity defining for the for scale company www.clearvuepv.com ClearVue
Slide 6: The business today – key themes
The business today – key themes Testing and certification is expensive but absolutely necessary Emphasis on the US market is starting to be realised – global opportunity is only beginning to be appreciated Segmented revenue streams will drive long-term growth Transition from R&D to commercialisation
Slide 7: Business model lends to fast geographic expansion
Business model lends to fast geographic expansion Cannot overstate the importance of the ASX Announcement 4th September 2023 “Mass Scale Manufacturing” Fast, scalable deployment across existing (or legacy) glass fabrication lines is achievable across the globe ASIA/MIDDLE UNITED STATES UK/EUROPE AUS
Slide 8: Observations of market – “Timing is Everything”
Observations of market – “Timing is Everything” ClearVue Technology meets changes in policy, governance, and buying behaviour GOVERNMENT / POLICY SETTERS Fills void on how to achieve net zero policy agenda Meets citizens’ expectations to address climate change COMPANIES / ORGANISATIONS Mechanism to
Slide 9: Validation: BCA, why are we so excited?
Validation: BCA, why are we so excited? Hypothetical example: large public project OUTCOME VALUE Façade engineers’ major pain point is Thermal Performance Total energy consumed p.a. 300,000 MWh % of energy used for cooling 65% BCA results validate ClearVuePV in three ways: Implied energy use for coo
Slide 10: Commercial acceptance will take time
Commercial acceptance will take time USER ADOPTION Global Façade Industry Pragmatic Medium Scale Commercial & Public Infrastructure Market commercialisation approach Greenhouse Market ASX Announcement 30 October 2023 Short Term revenue Medium Term revenue Long Term revenue opportunities opportunitie
Slide 11: Focus on process to drive shareholder value
Focus on process to drive shareholder value We will instil discipline across all elements of the business as we move to a sales and marketing business CUSTOMER SYSTEMISE LEARN TO SAY NO TRAIN THE CENTRIC TRAINER We need to be Bring everything educators How do we help our Online support tools back to
Slide 12: ClearVue value stack remains true
ClearVue value stack remains true Green buildings demand rental premium CLEARVUE DRIVES ECONOMIC UPLIFT Green buildings demand sales premium Solar control properties drive operational savings CLEARVUE DRIVES Power generation OPERATIONAL SAVING Potential better post tax outcome Operational carbon pay
Slide 13: Momentum is building
Momentum is building KEY MILESTONE AS PRESENTED IN ASX INVESTOR PRESENTATION 27 JUNE 2023 Global Sales Mass production Integrated Façade Scaling up of Solution sales activity sales Execution of in US, Asia, sales pipeline Europe in key markets Continued Final exploration of certification of strategi
Slide 14: Outlook for the next 12 months
Outlook for the next 12 months Build a solid foundation Process is “everything” in The Board is aware of first in key markets with delivering customer and capital requirements fully certified products shareholder value Managed sales growth to allow sales and logistics Maintain focus on R&D capabilit
Slide 15: 8G Solutions’ Partnership With ClearVue
8G Solutions’ Partnership With ClearVue Charles “Chuck” Mowrey Non-executive Director of ClearVue Technologies Founder and CEO of 8G Solutions
Slide 16: Who are 8G Solutions
Who are 8G Solutions HOW WE MEET THE LED BY CHARLES OUR COMPANY AMBITIOUS PLANS INDUSTRY MOWREY EXPECTATIONS 5 decades of experience in We are developing a the commercial glass and Façade specialists in energy ClearVue: energy generation portfolio of high-end glazing industries, 35 years efficient g
Slide 17: ClearVuePV is significant regardless of government incentives
ClearVuePV is significant regardless of government incentives US 1970’s Energy Crisis Visible light transmission vs heat solar gain Stop heat gain at all cost • Heavily tinted glass (GL14) 0.70 • Reflective “mirror” coatings 0.60 US 1980’s-90’s Let in light but not heat 0.50 • Low emissivity coa
Slide 18: ClearVuePV promotion in the next 12 months
ClearVuePV promotion in the next 12 months Key audience Value proposition To-do items OWNER Net Zero Sales process targeting select owners, Lower carbon developers, property managers Easier retrofit Value Payback Tax credits ARCHITECT Mechanical / HVAC AIA events Improved vision glass to wall ratio
Slide 19: Q&A
Q&A , ClearVuePY
Slide 20: Contact details
Suite 9 / 567 Newcastle St, West Perth, Western Australia 6005 +61 8 9220 9020 CLEARVUE TECHNOLOGIES LTD hello@clearvuepv.com Anna Abrossimova Head of Marketing www.clearvuepv.com anna@clearvuepv.com +61 (0) 401 398 088 INVESTORS Adrian Mulcahy adrian.mulcahy@automicgroup.com.au +61 (0) 438 630 422
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