Loop Industries, Inc. · NASDAQ:LOOP
Loop Industries — Investor Presentation (August 2021)
26 slides from Loop Industries's investor presentation, Aug 19, 2021
Slide 1: Accelerating The Circular Plastics Economy
Accelerating The Circular Plastics Economy INVESTOR PRESENTATION : LOOP AUGUST 2021
Slide 2: Disclaimer
Disclaimer This presentation of Loop Industries, Inc., a Nevada corporation (“Loop”, the “Company,” “we,” or “our”), is dated August 19, 2021 and contains “forward-looking information” and “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 an
Slide 3: Investment Highlights
Investment Highlights • Patented Low-Energy PET Plastic and Polyester Fiber Recycling Technology Addressing a Global 85M Tonne /Year Market1 • First Mover to Supply Global CPG Brand Companies with Virgin Quality PET Resin and Polyester Fiber made from 100% Recycled Content • Building Brand Value Thr
Slide 4: What Does Loop Do?
WHAT DOES LOOP DO? At Loop, we’ve developed a patented technology to supply CPG brand companies around the world with PET plastic and polyester fiber made from 100% recycled content. Our technology breaks down waste PET into its base chemical building blocks, or monomers: dimethyl terephthalate (DMT
Slide 5: Technology Highlights
Technology Highlights Infinitely recyclable packaging with no degradation Virgin-quality PET resin and polyester fiber in quality made from 100% recycled content Low-energy depolymerization allows for Globally patented technology lower costs and higher yields vs. higher energy recycling technologies
Slide 6: How it Works
DID YOU KNOW? The production of DMT and MEG monomers How it Works currently relies on fossil fuels as necessary inputs. 1 Loop’s process begins with low and no-value 2 Our low-energy depolymerization technology breaks down the waste PET 3 The monomers are purified to remove coloring, additives and w
Slide 7: Global Market Opportunity
Global Market Opportunity New tax on plastic waste of €800/tonne on non-recycled plastic packaging 85 million tonnes of annual global PET polymer consumption estimated by 2022 1 with low recycling rates. Government taxes and regulations South Korea has on virgin plastic are increasing the the 3rd hi
Slide 8: Global CPG Brand Customers
Global CPG Brand Customers • Our customers have committed to integrating 25% to 100% recycled plastic in their packaging by 2025 or 20301 • Legacy mechanical recycling has inherent limitations that make targets difficult to achieve • Co-marketing and co-branding to promote Loop’s brand and increase
Slide 9: Infinite Loop: The Future of PET Manufacturing
Infinite Loop™ The Future of PET Manufacturing Infinite Loop™ greenfield manufacturing facilities are designed to supply the global demand for virgin-quality, Loop™ PET resin made from 100% recycled content. Key Highlights • Facilities to be located near large population centers where people are con
Slide 10: Polymerization Technology
Polymerization Technology • 50% of the Infinite Loop™ facility uses technology licensed from INVISTA • 175 INVISTA plants in operation, equivalent to 25% of global annual PET by polymer consumption1 • Facility life of 45 years (oldest operational facility) 45-year collaboration building • Modular de
Slide 11: Design One, Build Many
Design One, Build Many • Global market size and waste stream challenges require substantial future recycling infrastructure investment • Infinite Loop™ facilities could become part of local infrastructure based on global PET consumption and waste • Design one, build many approach allows for expected
Slide 12: Asia: Largest Global Market Opportunity for PET Recycling
• 10% strategic ownership in Loop and a board seat “SK Global Chemical has secured the exclusive right to • Signed MOU with SK global chemical to commercialize technology in Asia use Loop’s polymerization • First Asian facility in Ulsan, South Korea scheduled to break ground 2023 technology and prod
Slide 13: Infinite Loop Québec
Infinite Loop™ Québec • Infinite Loop™ manufacturing facility in the province of Québec, Canada • Acquired a 19 million square foot site in Bécancour, Québec for $4.8 million • Attractive logistics for construction and future operations • Located on the St-Lawrence river Infinite Loop™ Site with wat
Slide 14: Global Expansion Projects
Global Expansion Projects • Site purchased in Becancour, Quebec • Experienced engineering and construction team in place • Leveraging experience and knowledge from our small-scale production facility • Major European feedstock infrastructure and knowledge • Partnership for the development of the fir
Slide 15: Small-Scale Production Facility
Small-Scale Production Facility Terrebonne, Quebec, Canada • Technology built from the ground up over the past 6 years • Approaching $100M invested to develop the technology to date • Optimized for efficiency and operability • Small-scale production facility capacity de-risks scale up • Equipment us
Slide 16: Feedstock Sourcing
Feedstock Sourcing • Feedstock is readily available and in large quantities • Loop’s technology allows for new PET waste streams to be recycled: • Mechanical recyclers are limited to clear, green and blue bottles • Polyester fiber, which currently poses recycling challenges • 1,000+ feedstock sample
Slide 17: Environmental Impact
Environmental Impact1 When compared to virgin PET produced from fossil fuels1, Loop PET made from 100% recycled material shows environmental benefits that make it a solution that’s kinder to the planet. 60% Less 58% Less 80% Less 75% Less Global Warming Smog Formation Water Primary Potential (GHG) P
Slide 18: Decarbonizing Plastics
Decarbonizing Plastics An Infinite Loop™ facility with an annual capacity of 70,000 tonnes could claim an annual savings of 150,500 tonnes of Carbon Dioxide (CO2)1 compared to virgin PET production (kg for kg). This is comparable to2: Greenhouse gas emissions CO2 emissions from CO2 emissions from th
Slide 19: Long-Term Growth Goals
Long-Term Growth Goals • Our goal is to construct 10 Infinite Loop™ facilities globally by 2030 • 7 JV facilities1 and 3 wholly owned facilities • 3 facilities operational by the end of 2025 • Goal is to complement attractive plant economics with growing royalty revenues • Royalty growth linked to a
Slide 20: Targeted Facility Economics
Targeted Facility Economics Illustrative Infinite Loop™ Economics1 • Targeting 5–10 year supply agreements with CPG brands Tonnage2 70,000 MT output target • Pricing linked to regional bale index1,5,6 Estimated Project Capital $225 million – $325 million • Fixed selling price premium over bale index
Slide 21: Liquidity and Ownership
LOOP AT A Liquidity and Ownership GLANCE All values in thousands unless otherwise stated Cash & Cash Equivalents (as of May 31, 2021) $18,037 Loop Industries, Inc. NASDAQ: LOOP Proceeds from SK global chemical Strategic Investment (closed August 2, 2021) $56,500 Debt (as of May 31, 2021) Shares Outs
Slide 22: Leadership Team
Leadership Team Daniel Solomita Drew Hickey Stephen Champagne Karine Tessier Yves Perron Founder, Chairman Chief Financial Officer Chief Technology Officer Vice-President, Vice-President, & Chief Executive Officer Research & Development Engineering & Construction Founded Loop and is the chief Has ha
Slide 23: Board of Directors
Board of Directors LAURENCE SELLYN ANDREW LAPHAM JAY STUBINA LOUISE SAMS JONGHYUK LEE Lead Independent Director Director Director Director Director • Mr. Sellyn was appointed to • Mr. Lapham has served as • Mr. Stubina was appointed • Ms. Sams was appointed to • Mr. Lee was appointed the Board of Di
Slide 24: Contact Us
Contact Us Loop Industries, Inc. 480, Fernand-Poitras Terrebonne, QC, Canada J6Y 1Y4 T: +1 450-951-8555 E: info@loopindustries.com W: www.loopindustries.com Investor Relations Greg Falesnik T: +1 949-259-4987 E: loop@mzgroup.us
Slide 25: Appendix
APPENDIX
Slide 26: Our Journey
Our Journey Founding Indorama/Loop Worley SUEZ FDA Daniel Joint Venture Process Partnership Obtained No Objection Solomita Planned Engineering Agreement to Letter from the FDA founds Loop commercialization Partnership develop first indicating Loop PET is of Industries for 1st facility European Infin
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