Slide 1: ClearVue Technologies Limited Investor Presentation March 2023
For personal use only CLEARVUE TECHNOLOGIES LIMITED I nvest or Pr e sent ati on March 2023 ASX: CPV OTC: CVUEF ENERGY EFFICIENT | ENERGY GENERATING | CLEAR SOLAR ENERGY EFFICIENT | ENERGY GENERATING | CLEAR SOLAR GLASS 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: Latest Information
For personal use only Latest Information
Slide 4: Letter to Stakeholders
Letter to Stakeholders For personal use only Dear Shareholders, Employees and Colleagues, It has been an incredible honour and privilege to serve as the Founder and Executive Chairman of ClearVue for over a decade. I am grateful for the dedication and enthusiasm of our team, as well as for the contr
Slide 5: US Activities Update
US Activities Update For personal use only US Trip (23 February – 16 March 2023) • ClearVue management including now Non-Executive Chairman Victor Rosenberg, North American CEO Basil Karampelas and Global Business Development Director Clifton Smyth (the Team) all met in the US for a number of meetin
Slide 6: Europe Activities Update
Europe Activities Update Austria For personal use only • ClearVue has completed its first installation of a paid-for (approx. €4,000) trial in Central Europe at Gröbming (close to Salzburg) in Austria. • The small trial project utilising 45m2 of product was completed for Glas & Rahmen Austria (a gla
Slide 7: Asia Activities Update
Asia Activities Update Hong Kong For personal use only • ClearVue recently announced on 2 March that it had won a tender with the Hong Kong government’s Electrical and Mechanical Services Department (EMSD) to undertake a paid-for Study to look at the energy harvesting and energy performance aspects
Slide 8: ClearVue Overview
For personal use only ClearVue Overview
Slide 9: 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 10: Corporate Overview
For personal use only Overview Corporate
Slide 11: Company Profile
Company Profile For personal use only Capital Structure Share Price Performance (at 17 March 2023) (Mar 2022– 17 Mar 2023) No debt. Ordinary Shares on Issue 217,061,352 Options on Issue 7,550,000 AUD $0.25 exercise price – exp. 22 Dec 2023 – 800,000 AUD $0.1425 exercise price – exp. 11 Jul 2024 – 1,
Slide 12: Board
Board For personal use only Victor Rosenberg Stuart Carmichael Jamie Lyford Harry Miller Dip Pharm, MPS (SA) BCom, CA BCom, LLB, LLM(IP), PGradDip IT BCom, MPA Non-Executive Non-Exec Director Executive Director Company Secretary Chairman & Founder 20 years corporate 28 yrs commercial and IP 8+ years
Slide 13: Management Team
Management Team For personal use only Jamie Lyford IP/tech, commercial and licensing lawyer with 28 Basil Karampelas Senior executive with experience in a variety CEO (Interim) years' experience at local, national and overseas CEO (North America) of senior financial, operational, & advisory COO & Ge
Slide 14: Technical Team
Technical Team For personal use only Dr Mikhail Vasiliev Multi-skilled expert in optical physics, engineering, photonics, nano-engineering and scientific software development with a Lead Scientist PhD (Physics) from Victoria University (Melbourne) and co-author of 50+ research articles in peer-revie
Slide 15: Project Delivery & Smart Facade Teams
Project Delivery & Smart Facade Teams Douglas Hunt Former Chief Executive of Europcar Asia Pacific & Regional Director Asia Pacific for Europcar International, responsible for 31 For personal use only Product & Business countries in the APAC region. Extensive experience in international franchising
Slide 16: ClearVue Technology & Product
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. ClearVue Technology & Product 16
Slide 17: 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 up to 70% VLT Micro & nano particles interact with ultraviolet (UV) radiation which is down-converted to lo
Slide 18: 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 at peak Provides high thermal envelope performance Works with thermal coating techno
Slide 19: ClearVue – Our Product
ClearVue – Our Product For personal use only ClearVuePV® 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 Insulation P
Slide 20: Products Certified
Products Certified* 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 construction; external p
Slide 21: Framing a Global Opportunity
The global building-integrated photovoltaics (BIPV) market size was For personal use only valued 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: Building-integrated Photovoltaics Market Size, Share & Trends Analysis R
Slide 22: The Drive to Net Zero Demands Innovation
The Drive to Net Zero Demands Innovation Net Zero Building Buyer Behaviour is here: For personal use only Signatories to the World Green Building • 70% of Asia Pacific corporations are willing to Council Commitment pay a rental premium to lease sustainability- – Net Zero Carbon Buildings by 2050 - c
Slide 23: 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 23
Slide 24: 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 peak of energy Quantifiable improvement in insulation properties will deliver material saving building
Slide 25: 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 $41.25 million gross revenue over 5 years). 13% Premium over 5 years Moving to a Net Zero Building design is likely to add long term valu
Slide 26: 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. ClearVue drives Potential Rental Uplift Potential Revenue Uplift Potential Sales Premium Operational Savings ClearVue drives Quantifiable improveme
Slide 27: Stakeholder benefits
Stakeholder benefits Investor/Developer: For personal use only ClearVue provides elegant solution of how to meet Net- Zero building aspirations providing carbon payback on the embodied carbon in the glazing as well as leading to a Shareholders: reduction in building operating costs plus potential fo
Slide 28: Commercialisation Approach
Growth in Corporate Social Responsibility: • An estimated 90% of companies on the S&P 500 index published a CSR report For personal use only in 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 29: Commercialisation Strategy
Commercialisation Strategy For personal use only Licensing Communication & Messaging Licenses provide ClearVue with geographical reach and Focus is on the economic and environmental benefit of manufacturing capacity. All licenses will have strict KPI the ClearVue technology and products – in particu
Slide 30: Understanding Revenue Recognition
Understanding Revenue Recognition For personal use only • The glass facade market is the primary market for ClearVue. • The glass façade market is likely to be the driver of long-term revenue growth and ultimate shareholder value. The challenge is time. • A large scale, green fields (and retrofit) f
Slide 31: Understanding Revenue Recognition - Examples
Understanding Revenue Recognition - Examples For personal use only Execution of strategy – ASX announcement Execution of strategy – Drying Green Park at Long term business plan 17th October 2022 Zetland, Sydney Short Term – 12 Months Medium Term – 12- 36 Months Long Term – 36 Months+ • Small scale o
Slide 32: ClearVue Supply Chain/Production
ClearVue Supply Chain/Production For personal use only ClearVue Product – Sold Under License ClearVue Product – Direct Sales ClearVue is not directly involved in the procurement of glass or All sales sourced directly by ClearVue will be made under Original supply of finished product. It will be the
Slide 33: Growing a Global Footprint
Growing a Global Footprint Licenses under negotiation / in discussion For personal use only United Kingdom Market European Market Chinese Market • Total Number of licenses executed = 5 Under negotiation / in discussion = 1 Under negotiation /in discussion = 2 Under negotiation / Subsidiaries Establi
Slide 34: Company Priorities & Update
Company Priorities & Update For personal use only Why ClearVue Technologies and Why Now? Current Activities • Focus on US sales and marketing opportunities is starting to deliver results, with CPV operates in a “quasi” mandated change environment 44% of the sales leads originating from the US. • P
Slide 35: 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 35