Trendlines Group Ltd. · SGX:42T
Trendlines — The Trendlines Group — Investor Presentation (December 2022)
21 slides from Trendlines's investor presentation, December 2022
Slide 1: Investing to improve the human condition
Investing to improve the human condition Food and Health Steve Rhodes Todd Dollinger Haim Brosh Chair and CEO Chair and CEO CFO December 2022
Slide 2: Legal disclaimer
Legal disclaimer Important notice This presentation is for informational purposes only and does not constitute or form any part of any offer for sale or subscription of, or solicitation of, any offer to buy or subscribe for any securities of The Trendlines Group Ltd. (“Company”) or any of its portfo
Slide 3: Who we are
Who we are Trendlines is an Israel-based company that trades in Singapore on the SGX (42T) and the USA on the OTCQX (TRNLY). 3
Slide 4: We invest in agrifood and medtech innovation to improve the human condition
We invest in agrifood and medtech innovation to improve the human condition 15 years’ investment 58* portfolio 20 advanced-stage 10 exits and company companies companies building experience * including venture fund and consolidated companies 9.7X return and 175% IRR on exits Equity US$94 million (30
Slide 5: Leadership
Leadership Todd Dollinger Steve Rhodes Haim Brosh Chair and CEO Chair and CEO CFO Trendlines’ Founder; Trendlines’ Founder; 20 years’ over 40 years’ over 40 years’ managerial and experience experience, deep financial developing innovative understanding of experience in products from investing and bu
Slide 6: Strategic partnerships for growth
Strategic partnerships for growth Chairman Vincent Tchenguiz • Librae Holdings is Trendlines’ • Investor in Trendlines’ IPO, • Co-founded venture fund with largest shareholder (26.5%) holding 2.9% Trendlines for innovative agrifood investing • Trendfood has invested $10M in • Investor and acquirer o
Slide 7: A taste of our portfolio
A taste of our portfolio. “s: trendlines
Slide 8: Some portfolio stats
Some portfolio stats 58* 14 20 8 portfolio revenue-stage companies with consolidated companies companies strategic companies partnerships 26 32 agrifood medtech * including venture fund and consolidated companies 8
Slide 9: The natural food color revolution
The natural food color revolution A broad-spectrum of healthy plant-based colors produced via Founded 2018; fermentation technology, using baker’s yeast as a biofactory. 23 employees; Phytolon’s high-quality and cost-effective pigments offer value Yokne’am Illit, IL for consumers, the environment an
Slide 10: 4 more agrifood frontrunners
4 more agrifood frontrunners 26 agrifood portfolio companies Early-stage prediction of Technology platform for Artificial intelligence Orally-administered disease crop yields in orchards harvesting greenhouse analytics employing drones prevention for shrimp and and vines tomatoes for user-generated
Slide 11: Needleless neurotoxin delivery for overactive bladder
Needleless neurotoxin delivery for overactive bladder Ultrasound catheter used to deliver Xeomin® in the treatment of overactive bladder, a common bladder disorder. Founded 2014 CEO Avner Geva Achievements: IP Filed PCT • Successful first in human study Funding Raised US$21 • Strategic collaboration
Slide 12: 4 more leading medtech companies
4 more leading medtech companies 32 medtech portfolio companies Meniscus repair system Removable stent following Digital home dialysis Non-surgical, incision-free • FDA and CE clearance sinus surgery approach to treat pelvic organ • FDA clearance in process prolapse • Launched initial • Began sales
Slide 13: Let's look at the numbers
Let’s look at the numbers. “s: trendlines
Slide 14: Portfolio value with cumulative exit proceeds
Portfolio value with cumulative exit proceeds US$ 140 millions Portfolio value (w/o contingent earnouts and 120 w/o 8 consolidated companies) 100 Cumulative exit proceeds 80 60 40 20 0 14
Slide 15: Book value vs. exit value
Book value vs. exit value US$ millions 60 50 40 30 4X is the increase in value of 20 our ten exits, compared to 10 their pre-exit book value. 0 Trendlines’ pre-exit book value Trendlines’ book value at exit, not including earnouts. 15
Slide 16: Investments raised by portfolio companies
Investments raised by portfolio companies* 45 90,000 US$ millions 40 80,000 35 70,000 30 60,000 25 50,000 20 40,000 15 30,000 10 20,000 5 10,000 0 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 till end Nov 2022 Total # of companies that raised Total amount raised *Including
Slide 17: H1 2022: Key Financial Metrics
H1 2022: Key Financial Metrics 30 June 2022 31 December 2021 Portfolio value: US$81.0 million US$83.0 million Book value: US$94.2 million US$102.5 million NAV per share: US$0.12 US$0.13 Net (loss)/profit US$ (11.9 million) US$4.1 million 17
Slide 18: Building for future results
Building for future results 18
Slide 19: 2022 achievements so far
2022 achievements so far Selected raises Strategic collaborations Regulatory Clinical & field trials Completed to US$19 million FDA clearance US$14.5million US$1.6 million FDA breakthrough device US$2.85 million designation 19
Slide 20: Creating & developing companies to improve the human condition
Creating & developing companies to improve the human condition SGX: 42T Steve Rhodes, Chair and CEO OTCQX: TRNLY steve@trendlines.com +972.72.260.7000 Todd Dollinger, Chair and CEO www.trendlines.com todd@trendlines.com Haim Brosh, CFO December 2022 haim@trendlines.com
Slide 21: General Announcement: Trendlines
GENERAL ANNOUNCEMENT:: TRENDLINES INVESTOR PRESENTATION DECEMBER 2022 Issuer & Securities Issuer/ Manager THE TRENDLINES GROUP LTD. Securities THE TRENDLINES GROUP LTD. - 1L0011328856 - 42T Stapled Security No Announcement Details Announcement Title General Announcement Date &Time of Broadcast 21-De
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