Clearvue Technologies Ltd. · ASX:CPV
Clearvue Technologies — Investor Presentation (June 2022)
31 slides from Clearvue Technologies's investor presentation, Jun 23, 2022
Slide 1: Institutional Investor Presentation June 2022
For personal use only CLEARVUE TECHNOLOGIES LIMITED I ns t i t uti onal I nvest or Present ati on June 2022 ASX: CPV OTC: CVUEF ENERGY EFFICIENT | ENERGY GENERATING | CLEAR SOLAR GLASS ENERGY EFFICIENT | ENERGY GENERATING | CLEAR SOLAR GLASS
Slide 2: Legal Disclaimer
Legal Disclaimer For personal use only 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 inform
Slide 3: Company & Technology - Overview
Company & Technology - Overview For personal use only Smart Building Creating smart building Part of the solution for achieving: materials that are: Technology • Low Energy Consumption Company • Sustainable • Near or at Net Zero energy buildings • Energy efficient • Thermal envelope improvement • En
Slide 4: Framing a Global Opportunity
The global building-integrated photovoltaics (BIPV) market size was valued For personal use only at USD 16.62 billion in 2021 and is expected to expand at a compound annual growth rate (CAGR) of 20.5% from 2022 to 2030. Source: https://www.grandviewresearch.com/industry-analysis/building-integrated-
Slide 5: The drive to Net Zero Buildings demands innovation
Signatories to the World Green Building Council Commitment – Net Zero Carbon Buildings by 2050 - For personal use only 135 28 Businesses & Organisations Cities 6 States & Regions The drive to Net Zero Buildings demands innovation ClearVue | Sales Presentation 5 Source https://www.worldgbc.org/thecom
Slide 6: Buyer Behaviour to net zero buildings is here
Buyer Behaviour to net zero buildings is here … For personal use only 70% of Asia Pacific corporations are willing to pay a rental premium to 65% of investors will focus on more green buildings for investment. lease sustainability-certified buildings in the future. ClearVue | Sales Presentation 6 So
Slide 7: ClearVue – Our Technology
ClearVue – Our Technology For personal use only ClearVue PV is a glass building material that marries the need for builders and investors to build net zero buildings consistent to the environmental aspirations of customers. ClearVue is: Price Competitive Produce its own electricity on site Insulatio
Slide 8: Positioning for Global Sales
Sustainable investments total $35.3 trillion, or more than a third of all For personal use only assets in five of the world's biggest markets. Source: Reuters, Sustainable investments account for more than a third of global assets, by Simon Jessop, July 20, 2021. Positioning for Global Sales 8
Slide 9: Pushing buildings down the cost curve
Pushing buildings down the cost curve For personal use only ClearVue advanced glazing technology drives IRR by pushing a building down the operational cost curve. 20-30%+ Saving Produces up to 40w of energy Quantifiable improvement in insulation properties will deliver material saving per square met
Slide 10: Opening door to building revenue uplift
Opening door to building revenue uplift For personal use only Net Zero Buildings command a premium … 70 % 8-18% of Asia Pacific corporations are willing to pay a rental premium to 65 3-13% % of investors will focus on more green buildings for investment. sales price premium rental premium lease sust
Slide 11: Net Zero Building – Potential Rental Premium
Net Zero Building – Potential Rental Premium For personal use only Hypothetical Case Study: Building face value of $150m yielding 5.5% p.a. ($8.25 million p.a. or 13% Premium over 5 years $41.25 million gross revenue over 5 years). Moving to a Net Zero Building design is likely to add long term valu
Slide 12: ClearVue – A compelling value proposition
ClearVue – A compelling value proposition For personal use only ClearVue delivers quantifiable monetary and post tax benefits makes ClearVue compelling … Potential Rental Uplift ClearVue drives Potential Revenue Uplift Potential Sales Premium ClearVue sales message is that not Operational Savings en
Slide 13: ClearVue Changes Everything
ClearVue Changes Everything For personal use only ClearVue Technologies changes the way developers, architects will view glass … Pricing: Unit Sales Value Pricing Marketing: Branding Experience Sales: Selling Product Solving Needs Finance: Unit Margin Lifetime Value Culture: Product of the day Susta
Slide 14: Stakeholder Benefits
Stakeholder Benefits Investor/Developer: For personal use only ClearVue provides elegant solution of how to meet Net-Zero building aspirations leading to a reduction in Investor/ building operating costs plus potential for rental uplift at a price Developers of point that is competitive. Real Estate
Slide 15: Commercialisation Update: Growth in Corporate Social Responsibility
Growth in Corporate Social Responsibility: • An estimated 90% of companies on the S&P 500 index published a CSR report in For personal use only 2019, compared to just 20% in 2011. • 77% of consumers are more likely to use companies that are committed to making the world a better place. • 73% of inve
Slide 16: Commercialisation Strategy
Commercialisation Strategy For personal use only Joint Ventures Communication & Messaging • ClearVue will explore all joint venture opportunities that compliment • Focus is on the economic and environmental benefits of the ClearVue existing IP, and or have the ability to drive new revenue opportunit
Slide 17: Company Priorities
Company Priorities For personal use only Build on sales momentum in the US market leveraging the success of the first LOI - ASX announcement dated 8th June 2022, ClearVue to undertake first US commercial building install. Opening of US Showroom in San Jose, California. This strategic location al
Slide 18: Growing a Global Footprint
Growing a Global Footprint For personal use only Total Number of licenses under negotiation or in discussion = 25 United Kingdom Market European Market Chinese Market Total Number of licenses executed = 8 Under negotiation / in discussion = 1 Under negotiation /in discussion = 2 Under negotiation /
Slide 19: ClearVue Supply Chain/Production
ClearVue Supply Chain/Production For personal use only ClearVue Product – Sold under license ClearVue Production Process ClearVue is not directly involved in the procurement of glass or ClearVue interlayer complements the existing glazing industry supply of finished product. It will be the responsib
Slide 20: Technology & Product: Global building stock growth
By 2060, the world is projected to add 230 billion m² (2.4 trillion sq ft) of buildings, or an area equal to the entire current global building stock. For personal use only “the equivalent of adding an entire New York City to the planet every month for the next 40 years. Achieving zero emissions fro
Slide 21: Technology Overview
Technology Overview For personal use only ClearVue’s (CPV) patented technology sits within an activated interlayer between two panes of glass: Visible light (Tvis) passes through the glass ~70% VLT Micro & nano particles interact with ultraviolet (UV) radiation which is down-converted to longer
Slide 22: Product Overview
Product Overview For personal use only ClearVuePV Insulated Glass Units (IGU) integrate photovoltaics into windows, skylights and curtain walls Core benefits of the ClearVue IGU Power generation up to 40 Wp/m2 Provides high thermal envelope performance Works with thermal coating technologies
Slide 23: Why ClearVue Technologies?
Why ClearVue Technologies? For personal use only Operates in a “quasi” mandated change environment Change in buyer behaviour towards net zero No obvious replacement for glass ClearVue business model is scalable The addressable market is global ClearVue | Presentation 23
Slide 24: Contact Details
For personal use only Contact Details Earle Harper Suite 9 / 567 Newcastle Street West Perth, Western Australia 6005 Head of Investor Relations earle.harper@clearvuepv.com +61 8 9220 9020 +61 407 345 180 hello@clearvuepv.com www.clearvuepv.com facebook.com/clearvue linkedin.com/company/clearvuepv 24
Slide 25: Appendix
Appendix For personal use only Company Profile Team Profile Technology Certification World Green Building Council Signatories ClearVue | Presentation 25
Slide 26: Company Profile
Company Profile For personal use only Capital Structure Share Price Performance (at 16 June 2022) (June 2021– 16 June 2022) No debt. Ordinary Shares on Issue 211,740,344 Options on Issue 16,144,867 AUD $0.20 exercise price – exp. 31 Dec 2022 – 9,144,867 AUD $0.25 exercise price – exp. 22 Dec 2023 –
Slide 27: Corporate Structure – Board
Corporate Structure – Board For personal use only Victor Rosenberg Stuart Carmichael Roger Steinepreis John Downes Deborah Ho Executive Chairman & Non-Exec Director Non-Exec Director Non-Exec Director Company Secretary Founder 25 years glass industry 20 years corporate finance 30 years corporate law
Slide 28: Corporate Structure – Management Team
Corporate Structure – Management Team For personal use only Basil Karampelas Senior executive with experience in a Alexander Architect with 15+ years of senior CEO – North variety of senior financial, operational, & Valenzuela management experience in marketing, America advisory roles including: MD
Slide 29: Corporate Structure – Technical & Development Team
Corporate Structure – Technical & Development Team For personal use only Steve Coonen Photovoltaic consulting engineer specializing in BIPV (California). A pioneer in the BIPV field with 3,000+ VP Development BIPV systems fielded to his credit, including the California Academy of Science in San Fran
Slide 30: Certifications and Compliance Details
Certifications and Compliance Details For personal use only Structural & Mechanical Electrical EN 14351-1:2006+A2:2016 Windows and doors – Product IEC 61730-1 Photovoltaic (PV) module safety qualification Standard, performance characteristics – Part 1: Windows and Part 1: Requirements for constr
Slide 31: World Green Building Council Signatories
World Green Building Council Signatories For personal use only Business - Global Business - Regional Cities States & Regions 128 Companies 7 Companies 28 6 Sectors Sectors • Cape Town – South Africa • Baden-Wurttemberg – Germany • Apparel Manufacturer • Asset Management • Copenhagen – Denmark • Cali
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