Clearvue Technologies Ltd. · ASX:CPV
Clearvue Technologies — Investor Presentation (October 2024)
33 slides from Clearvue Technologies's investor presentation, Oct 17, 2024
Slide 1: ClearVue Technologies Limited Capital Raising Presentation
For personal use only CLEARVUE TECHNOLOGIES LIMITED Capital Raising Presentation October 2024 SOLAR VISION GLASS | POWER FAÇADE | TOWARD NET ZERO
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 For personal use only presentation is for inform
Slide 3: Introduction to ClearVue Technologies Ltd (ASX: CPV)
Introduction to ClearVue Technologies Ltd (ASX: CPV) ▪ The world is actively decarbonising. Building operations / energy usage represents 27% of global CO2 emissions. Market driven by Net ▪ ClearVue’s core technology allows a clear glass window to generate electricity, reducing carbon footprint and
Slide 4: ClearVue Technologies – Who We Are
ClearVue Technologies – Who We Are For personal use only We are We are Not A unique, high-margin, scalable A high-labour, capital-intensive technology company supplying manufacturer of glass or the components, IP and know- photovoltaic products. how to generate electricity from a clear glass window
Slide 5: Market Overview
Market Overview For personal use only 80% of the ASX200 by market capitalisation now has a net zero commitment Source: ACSI Climate Reporting in ASX200 Companies: August 2023 www.clearvuepv.com ClearVue Technologies Ltd | Investor Presentation 5
Slide 6: ClearVue Operates in a Mandated Change Environment
ClearVue Operates in a Mandated Change Environment THE DRIVE TO NET ZERO DEMANDS INNOVATION MANDATED CHANGE OPENS KEY For personal use only IN THE BUILT ENVIRONMENT ADDRESSABLE MARKETS ▪ Building operations contribute to 27.3% of annual global CO2 emissions. ▪ Global government net zero targets coll
Slide 7: ClearVue Technology
ClearVue Technology For personal use only Picture: Final testing of Vision Glass and Spandrel Solution. YY Facades, Licensed Partner in China www.clearvuepv.com ClearVue Technologies Ltd | Investor Presentation 7
Slide 8: ClearVuePV Core IP: Power From a Clear Glass Window
ClearVuePV Core IP: Power From a Clear Glass Window SOLAR VISION GLASS - TECHNOLOGY OVERVIEW: Micro and nanoparticles interact with For personal use only ultraviolet and infrared radiation ▪ Technology is embedded in a double-glazed Insulated Glass Unit (IGU). ▪ The electricity collected is either d
Slide 9: ClearVuePV Core IP: Power From a Clear Glass Window
ClearVuePV Core IP: Power From a Clear Glass Window For personal use only www.clearvuepv.com ClearVue Technologies Ltd | Investor Presentation 9
Slide 10: ClearVuePV delivers a SOLAR building envelope to generate electricity
ClearVuePV delivers a SOLAR building envelope to generate electricity For personal use only NET ZERO ENERGY BUILDINGS ARE NOW WITHIN REACH Solar Cladding Benefits of the building envelope solution: ▪ Significant energy output – up to 200 Wp/m² + ▪ Drives accelerated financial and carbon payback. Sol
Slide 11: ClearVuePV delivers a SOLAR building envelope to generate electricity
ClearVuePV delivers a SOLAR building envelope to generate electricity NET ZERO ENERGY BUILDINGS ARE NOW For personal use only WITHIN REACH Benefits of the building envelope solution: ▪ Significant energy output – up to 200 Wp/m² ▪ Drives accelerated financial and carbon payback. ▪ Turnkey solution f
Slide 12: Economic Rationale for Adoption
Economic Rationale for Adoption ▪ Financial payback via energy generation and reduction of energy usage. For personal use only ▪ Circa 2% increase in overall building cost. ▪ Quantifiable carbon payback to meet ESG obligations. FINANCIAL PAYBACK AND PATHWAY CLEARVUE - COST FINANCIAL PAYBACK AND PATH
Slide 13: Completed Projects Validate Performance
Completed Projects Validate Performance For personal use only GREENHOUSE, MURDOCH UNIVERSITY, WARWICK SHOPPING CENTRE, PERTH BUILDING AND CONSTRUCTION PERTH WESTERN AUSTRALIA WESTERN AUSTRALIA AUTHORITY (BCA) IN SINGAPORE World-first solar glass research greenhouse, since First commercial deployment
Slide 14: Commercial Strategy
Commercial Strategy For personal use only Image: Kapitol Group Installation, June 2024 www.clearvuepv.com ClearVue Technologies Ltd | Investor Presentation 14
Slide 15: Revenue Model Leverages Industry Growth
Revenue Model Leverages Industry Growth For personal use only REVENUE MODEL ▪ Business model to leverage existing glass manufacturer’s capabilities and sales channels. = ▪ Provides access to existing supply and distribution capability without the need for excessive capital investment. ROYALTY ON SOL
Slide 16: Licensee Business Model Realisation
Licensee Business Model Realisation COMPETITIVE ADVANTAGE IN THE MANUFACTURING PROCESS DELIVERS SPEED TO MARKET For personal use only ▪ The ability to be incorporated into an existing glass fabrication facility with minimal interruption and cost is a significant competitive advantage. ▪ Solar Spandr
Slide 17: The Value of a Licensee
The Value of a Licensee INITIAL ENGAGEMENT For personal use only LICENSEE EXECUTION OF TARGET FABRICATOR & REVIEW OF ONGOING SALES ENGAGEMENT/ LICENSE AND AGREED PROFILE MANUFACTURING SUPPORT COMMITMENT MILESTONES CAPABILITY Typical Fabricator profile Initial Engagement ▪ Licensee commit to ▪ Execut
Slide 18: High Quality Licensee (our Customer) Pipeline
High Quality Licensee (our Customer) Pipeline CERTIFICATION OF CLEARVUE IP WILL ENABLE EXISTING LICENSEES TO ACCELERATE THEIR RESPECTIVE SALES PROGRAMS For personal use only ▪ Typical license lead time is a 6 to 9 months. ▪ There are currently 19 fabricators where there is a very high probability of
Slide 19: ClearVue Internal Pipeline
ClearVue Internal Pipeline ▪ Our direct sales team has already generated a range of projects across various sectors. ▪ These projects are at various levels of engagement across all major markets. For personal use only ▪ On success, ClearVue will direct the order to the most appropriate licensee for
Slide 20: ClearVue Internal Pipeline – Indicative Projects
ClearVue Internal Pipeline – Indicative Projects ClearVue has 50 internally driven projects that are likely to result in purchase orders over the next 6 – 8 months For personal use only ▪ Opportunities under consideration consider the entire ClearVue product suite. ▪ Opportunities represent a broad
Slide 21: Execution of Pipeline – Recent Project Wins
Execution of Pipeline – Recent Project Wins ▪ Significant first revenue for the building envelope solution For personal use only ▪ Modular Construction engagement demonstrates the flexibility of the ClearVue solution to applied to most industry verticals Enex100, 100 St Georges Tce, Perth Prefabulou
Slide 22: Milestones Reached and the Next 12/18 Months
Milestones Reached and the Next 12/18 Months KEY MILESTONE ACHIEVED For personal use only The next 12-18 months is the realisation of the commercialisation plan* Targeting 31 Plus Licensees with Targeting 16 New Global Footprint Global Sales Licensees Expansion via Accelerated Licensee Targeting 7 n
Slide 23: 2024 Capital Raising
For personal use only 2024 Capital Raising Image: Kapitol Group Installation, June 2024 www.clearvuepv.com ClearVue Technologies Ltd | Investor Presentation 23
Slide 24: Capital Raising Overview
Capital Raising Overview ClearVue has raised $7.5 million via a Placement For personal use only ● Placement to raise approximately $7.5 million under the company’s existing placement capacity per LR7.1 (“Placement”) Placement ● Approximately 23.4 million new fully paid ordinary shares in CPV (“New S
Slide 25: Offer Timetable
Offer Timetable For personal use only Indicative capital raising timetable 1 Date (AESDT) Trading Halt, Bookbuild Opens Tuesday, 15th October 2024 Trading Halt Lifted and Announcement of Capital Raising Thursday, 17th October 2024 Settlement of Institutional Placement Tuesday, 22nd October 2024 Allo
Slide 26: Experience of Board & Executive Team
Experience of Board & Executive Team For personal use only Victor Rosenberg Martin Deil Jamie Lyford Gerd Hoenicke Chuck Mowrey Geoff Edwards Clifton Smyth Earle Harper Dip Pharm, MPS (SA) BSc (Honours), BMgt BCom, LLB, LLM(IP), PGradDip IT BEng Fac BSc Bus, MBA CPA Uni. of Liverpool, MBA Non-Execut
Slide 27: Risk Factors
Risk Factors For personal use only Image: Illustration of the ClearVue net zero archetype building www.clearvuepv.com ClearVue Technologies Ltd | Investor Presentation 27
Slide 28: Company & Industry Risks
Company & Industry Risks The following is a list of the material risks that may affect the financial position of the Company, the value of an investment in the Company, as well as the Company’s operations. The list is not an exhaustive list of risks. For personal use only Technology development and
Slide 29: Company & Industry Risks
Company & Industry Risks Dependence on key personnel The Company’s success depends upon the core competencies of the Directors and management and the ability of the Company to retain these key executives. Loss of For personal use only key personnel may have an adverse impact on the Company's perform
Slide 30: General Investment Risks
General Investment Risks GENERAL INVESTMENT RISKS For personal use only Securities investments and share market conditions There are risks associated with any securities investment. The prices at which the securities trade may fluctuate in response to a number of factors. Furthermore, the stock mark
Slide 31: International Offer Restrictions
International Offer Restrictions New Zealand • This document has not been registered, filed with or approved by any New Zealand regulatory authority under the Financial Markets Conduct Act 2013 (New Zealand) (the “FMC Act”). For personal use only • The New Shares are not being offered or sold in New
Slide 32: ClearVue Technologies Ltd contact details
For personal use only Suite 9 / 567 Newcastle St, West Perth, Western Australia 6005 +61 8 9220 9020 CLEARVUE TECHNOLOGIES LTD hello@clearvuepv.com hello@clearvuepv.com Martin Deil www.clearvuepv.com www.clearvuepv.com Global CEO Martin.deil@clearvuepv.com Martin.deil@clearvuepv.com +44 (0) 401 398
Slide 33: ClearVue has strong IP protection and R&D program
ClearVue has strong IP protection and R&D program As a technology business, ongoing “Business as Usual” R&D on improving ClearVue IP will be a core component of ClearVue’s ongoing commercialisation. For personal use only ClearVue Technology – IP Schematic • ClearVue will seek to expand the target ma
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