Cvw Sustainable Royalties Inc. · TSXV:CVW
Cvw Sustainable Royalties — CVW CleanTech — Shareholder Meeting (June 2025)
20 slides from Cvw Sustainable Royalties's shareholder meeting presentation, Jun 27, 2025
Slide 1: Creating Value from Waste
TSX-V: CVW | OTCQX: CVWFF | FSE: TMD0 Creating Value from Waste The Leading Platform for Diversified Clean Technology Royalty Investments Annual and Special Meeting JUNE 27, 2025 TSX-V: CVW | OTCQX: CVWFF | FSE: TMD0 1
Slide 2: Agenda
Agenda • Welcome and Introductions • Formal Business • Management Presentation • CVW Technology Updates • Royalty Strategy Updates • Questions and Answers TSX-V: CVW | OTCQX: CVWFF | FSE: TMD0 2
Slide 3: CVW CleanTech Chairman and CEO
CVW CleanTech Chairman and CEO Akshay Dubey Darren Morcombe CEO & Director Chairman ▪ 13+ years of experience originating and structuring investments in the natural ▪ 30+ years of international experience in natural resource and finance sectors, resource space including within the oil and gas, minin
Slide 4: Agenda
Agenda • Welcome and Introductions • Formal Business • Management Presentation • CVW Technology Updates • Royalty Strategy Updates • Questions and Answers TSX-V: CVW | OTCQX: CVWFF | FSE: TMD0 4
Slide 5: Agenda
Agenda • Welcome and Introductions • Formal Business • Management Presentation • CVW Technology Updates • Royalty Strategy Updates • Questions and Answers TSX-V: CVW | OTCQX: CVWFF | FSE: TMD0 5
Slide 6: Disclaimer
Disclaimer The information provided in this presentation is provided as of June 26, 2025, for informational purposes only, is not complete, and may not contain state securities laws, and cannot be offered or sold in the United States or to, or for the account or benefit of, U.S. persons absent such
Slide 7: Creating a Leading Cleantech Royalty Platform
Creating a Leading Cleantech Royalty Platform Expected Opportunity in $3.3T+ Cleantech Market Growing Exponentially1 Macro Strong Regulatory Environment Driving Innovation Provides Tailwinds the Right Timing for the Strategy Funding Gap for Capital Intensive Cleantech in the Commodity Sectors Proven
Slide 8: Creating Value From Waste Proprietary Technology Update
Creating Value From Waste Proprietary Technology Update CVW CleanTech continues to aggressively pursue the implementation of its ready-to-deploy proprietary technology CVW CleanTech continues to engage with the oil sands mining operators with the goal of signing a partnership agreement while de- ris
Slide 9: Royalty Strategy – Sectors
Royalty Strategy – Sectors CVW CleanTech will focus on opportunities and projects at the intersection of clean technology and commodities 1 Underlying revenue based on production of commodity or commodity-like product • Lower emission oil and gas Technology focused on enhancing the sustainability of
Slide 10: Royalty Strategy – Investment Criteria
Royalty Strategy – Investment Criteria CVW CleanTech targets developed markets and prioritizes opportunities based on certain characteristics Current Target Deal Sizes in the $10-50M Range Life of Asset Commodity- Exposure with like Revenue Long-Term Alignment Opportunity to Projects and Partner on
Slide 11: Royalty Strategy – Company Stage
Royalty Strategy – Company Stage Key Criteria to Reduce Technology Risk • Detailed technical due Commercially deployed diligence by in house Earlier stage technologies Existing technologies with technical team alongside exceeding the desired risk profile Financing Gap access to lower cost of 3rd par
Slide 12: Royalty Strategy – Attractive for Investors
Royalty Strategy – Attractive for Investors Operators versus Royalty Companies Multiple and Value Mechanics1 Royalty model provides investors with an efficient way to access an industry thematic while providing diversification and lower risk GOLD 22.8x Royalty companies trade at higher CLEAN TRADITI
Slide 13: Royalty Strategy – Origination Process
Royalty Strategy – Origination Process Opportunities Funnel Pipeline ▪ Inbound Sources: ▪ The Funnel is an AI-powered data collection ▪ The Pipeline is a management tool for ▪ Investment banks system to high-grade opportunities based on tracking and prioritizing opportunities in ▪ Venture capital fu
Slide 14: Royalty Strategy – Timeline and Approvals
Royalty Strategy – Timeline and Approvals CVW CleanTech can underwrite a royalty financing in ~8 – 10 weeks ▪ Execution of NDA and review of ▪ Completion of detailed diligence including ▪ Finalization and execution of royalty and confidential information 3rd party advisors and site visit intercredit
Slide 15: Royalty Financing of $14M for Northstar Clean Technologies
Royalty Financing of $14M for Northstar Clean Technologies Technology & Company Overview Investment Through Convertible Royalty Debenture Northstar Clean Technologies (“Northstar”) has a proprietary process for taking discarded CVW CleanTech will receive a royalty on Northstar’s second and third com
Slide 16: Royalty Financing of $14M for Northstar Clean Technologies
Royalty Financing of $14M for Northstar Clean Technologies Significant Achievements Since Deal Announcement Royalty Pre-tax Cash Flow Profile1 $4.9 $5.0 $5.0 $5.0 $5.0 $5.0 $5.0 September 2024 – Royalty Deal Closed $5.0 $4.5 Second BDC Draw of Approximately $2.7 and ERA Grant of $3.9M $4.0 $1.9 $1.9
Slide 17: Robust Acquisition Pipeline to Expand Royalty Portfolio
Robust Acquisition Pipeline to Expand Royalty Portfolio Opportunity pipeline with over $575M of transaction value, with another 60+ opportunities in evaluation ROYALTY PRIMARY/ APPROXIMATE OPPORTUNITY SECONDARY SECTOR FOCUS UNDERLYING COMMODITY EXPOSURE GEOGRAPHY INVESTMENT SIZE DEAL STAGE 1 Primary
Slide 18: 2025 Corporate Priorities
2025 Corporate Priorities Execute Additional Royalty Transactions to Build Shareholder Value and Provide Line of Sight to Positive Cash Flows 1 • Continue to build the pipeline with increased diversification across sector and geography • Focus on executable transactions with strong return potential
Slide 19: Agenda
Agenda • Welcome and Introductions • Formal Business • Management Presentation • CVW Technology Updates • Royalty Strategy Updates • Questions and Answers TSX-V: CVW | OTCQX: CVWFF | FSE: TMD0 19
Slide 20: www.cvwcleantech.com
CVW CleanTech Inc. Suite 305, 505 – 8th Ave. SW, Calgary, Alberta, Canada T2P 1G2 Akshay Dubey Joshua Grant CHIEF EXECUTIVE OFFICER AND DIRECTOR CHIEF FINANCIAL OFFICER Tel: 403-460-8135 Tel: 403-460-8135 Akshay.Dubey@CVWcleantech.com Joshua.Grant@CVWcleantech.com www.cvwcleantech.com TSX-V: CVW | O