Pond Technologies Holdings Inc. · TSXV:POND
Pond Technologies — Investor Presentation (July 2021)
34 slides from Pond Technologies's investor presentation, July 2021
Slide 1: Pond Technologies Corporate Presentation
Pond Technologies Corporate Presentation
Slide 2: Advisory
ADVISORY This presentation contains forward-looking statements and information (collectively referred to as "forward-looking information") within the meaning of applicable securities laws about Pond's projections, targets and estimates based on certain assumptions disclosed in this advisory and in o
Slide 3: Table of Contents
TABLE OF CONTENTS 1. Company Overview & Technology 2. Pond Naturals 3. Pond Carbon 4. Pond Biotech 5. Company Ownership & Comps 6. Leadership 3
Slide 4: Company Overview & Technology
COMPANY OVERVIEW & TECHNOLOGY 4
Slide 5: Pond: Overview
POND: OVERVIEW Pond Technologies (TSX.V: POND, OTCQB: PNDHF) is a Canadian technology company that has developed a proprietary algae growth platform to transform CO2 into valuable products Pond enables industry to monetize their waste emissions and reduce their carbon footprint Pond enables Nutraceu
Slide 6: Pond Technology Platform
PONDTECH TECHNOLOGY PLATFORM Pond harnesses CO2 emissions to fuel the production of algae. Pond’s state of the art photobioreactors apply advanced photosynthesis in a highly controlled environment under tightly monitored conditions to produce protein- rich algae, a saleable asset to manufacturers of
Slide 7: Controlled Growth Outperforms
CONTROLLED GROWTH OUTPERFORMS Pond boosts the productivity of micro-algae through growth optimization technology. Current Competitors' Pond‘s Growth Platform: Outdoor Methods: • Controls total growth environment • Algae grows in top few including light, gases and inches only temperature in enclosed
Slide 8: Market Applications
MARKET APPLICATIONS • The market for algae is a NUTRACEUTICALS BIOTECH Target Market: >$10 billion Target Market: >$600 billion multibillion-dollar industry, 12% CAGR: 10% – 20% CAGR: and our patented Price per tonne: $10,000 - $450,000 Price per Kilogram: >$10,000,000 technology can capture various
Slide 9: Extensive Intellectual Property
EXTENSIVE INTELLECTUAL PROPERTY Pond has a global patent portfolio covering its proprietary algae production platform. 19 Active US Patents Algae Platform Protection Patents Pending 9 US patents in process, with over 3x Modulation patents protect 24 International Patents in process more patents file
Slide 10: Divisions
DIVISIONS • Pond develops and commercializes technology, and holds associated IP, monetized via propriety Pond equipment, consulting, licensing and royalty fees. Pond Pond Pond Naturals Carbon Biotech • Manufacturers, distributes, and • Commercial engineering projects that reduce • The combination o
Slide 11: Pond Naturals
POND NATURALS 11
Slide 12: Pond Naturals: Overview
POND NATURALS: OVERVIEW Pond Naturals comprises a distribution channel for natural products and a manufacturing operation to develop algae-based products to distribute through that distribution channel. • Pond distributes a variety of natural products ranging from bulk ingredients to white-label con
Slide 13: Pond Naturals: Goals & Business Focus
POND NATURALS: GOALS & BUSINESS FOCUS STRATEGIC GOAL: To make Pond Naturals the premier solution for domestic production and distribution of a variety of highest quality bulk and consumer natural products. BUSINESS FOCUS: • White label and Regenurex branded consumer products • Development of value-a
Slide 14: Pond Naturals: Drive Sales
POND NATURALS: DRIVE SALES Increase sale through increased branded and white label sales. • New white label partners for existing algal products including astaxanthin. • Increased distribution of bulk products sales. • Increased branded sales. Develop new value-added products and new ingredients. •
Slide 15: Pond Naturals: Increased Capacity
POND NATURALS: INCREASED CAPACITY Improve manufacturing capacity to match improved sales. • Increase manufacturing capacity to match increased demand for astaxanthin driven by increased sales and value-added products. • Build new phycocyanin growth and extraction capacity to meet producer demand for
Slide 16: Pond Naturals: Targeted Improvements
POND NATURALS: TARGETED IMPROVEMENTS • Improve Sales & Marketing Efforts • Increase production capacity • White label • Increase separation capacity • Branded • Expand Distribution Channels 2021 2022 16
Slide 17: Pond Carbon
POND CARBON 17
Slide 18: Pond Carbon: Overview
POND CARBON: OVERVIEW Pond Carbon develops carbon capture projects, providing operational resources from initial consulting to project completion. • Lab/engineering resources to develop commercial processes for CO2 abatement. • Develops algae bioreactor technology for licensing and royalty revenue,
Slide 19: Pond Carbon: Goals & Business Focus
POND CARBON: GOALS & BUSINESS FOCUS STRATEGIC GOAL: To make Pond Technologies the global leading solution for commercial scale deployment of algae photobioreactors that can reduce carbon emissions and produce algae in the food, feed and biofertilizer market. BUSINESS FOCUS: • Supporting the deployme
Slide 20: Pond Carbon: Ideal Customers
POND CARBON: IDEAL CUSTOMERS Has a carbon footprint, stack gas and a use for algae-based products. Ideal projects: • Animal feed company, with manufacturing assets and can use algae as a premium animal feed ingredient. • Natural resource operation with carbon emissions and a need for land reclamatio
Slide 21: Pond Carbon: Projects in Development
POND CARBON: PROJECTS IN DEVELOPMENT Animal Feed Vertical: • Major global animal feed producer and distributor. • Seeking to commercialize premium algae-based animal and aquaculture feed additives. • Engineering, equipment purchase, upfront license and ongoing royalty. Natural Resource Vertical: • M
Slide 22: Pond Biotech
POND BIOTECH 22
Slide 23: Pond Biotech: Overview
POND BIOTECH: OVERVIEW Pond Biotech represents an immediate and long-term value creation opportunity by using Pond Tech’s algae-based system to develop and manufacture valuable algae strains for use in human and animal therapeutic solutions. • Successfully grew genetically modified algae that expres
Slide 24: Pond Biotech: Goals & Business Focus
POND BIOTECH: GOALS & BUSINESS FOCUS STRATEGIC GOAL: To make Pond Biotech the leading biological solution for the low-cost manufacture of diagnostics, vaccines, and therapeutics through the use of algal production systems. The combination of higher productivity and simpler growing conditions are exp
Slide 25: Pond Biotech: Bio-Pharma Solutions
POND BIOTECH: BIO-PHARMA SOLUTIONS Problem for Bio-Pharma: Pond’s Solution for Bio-Pharma: Grow Quality Proteins at scale for Genetically Modified Algae Strains Diagnostics and Therapeutics ü Controlled growth environment for genetically • Current production of complex proteins in modified algae tha
Slide 26: Biotech: Algae vs Mammalian Cell
POND BIOTECH: ALGAE vs MAMMALIAN CELL Algae Mammalian Cell Culture Higher yield manufacturing Low yield manufacturing Simple growing conditions Complex growing conditions Reduced manufacturing footprint Large manufacturing footprint Robust cultures tolerate variation of Delicate cultures requiring p
Slide 27: Pond Biotech: Market Opportunities
POND BIOTECH: MARKET OPPORTUNITIES Immediate Opportunity Diagnostic reagents • Cost advantage in reagents • No requirement to develop testing platform(s) Future Opportunities Human therapeutics • Provides “proof of concept” to manufacturing opportunity • Potential to develop therapeutics (novel and
Slide 28: Company Ownership & Comps
COMPANY OWNERSHIP & COMPS 28
Slide 29: Equity Table
EQUITY TABLE Company insiders own approximately 19% of the shares outstanding, on a fully diluted basis Shares (millions) Common Shares Issued (as of 7/12/21): 42,971,268 Reserved for Regenurex Acquisition 4,616,960 Common Shares Issued and Reserved 47,588,228 DSU 456,317 Warrants $0.45 / share Exp.
Slide 30: Industry Comparables
INDUSTRY COMPARABLES Questor Technology (QST.V) Market Cap: $54M Advanced Emissions Solutions (ADES.Q) Market Cap: $133M The company's products are used in removal of heavy metal pollutants; Questor Technology Inc., an environmental clean technology company, treatment of drinking and waste waters; i
Slide 31: Leadership
LEADERSHIP 31
Slide 32: Management Team
MANAGEMENT TEAM Grant Smith Thomas Masney Peter Howard Nigel Degruyther Chief Executive Officer Chief Financial Officer Vice President, Pond Carbon Vice President, Pond Biotech Executive with 20+ years experience in Worked with Goldman Sachs & GE in Senior business development and Nigel has broad an
Slide 33: Board of Directors
BOARD OF DIRECTORS Robert McLeese, Chairman John M. Farah Jr., PhD, Director Mr. McLeese, is the Founder and President of Access Capital Corp. John M. Farah Jr, PhD has over 30 years of experience in “Access” is a Toronto based Financial Advisory firm specializing in the health care and the biopharm
Slide 34: Contact Information
CONTACT INFORMATION Pond Technologies Holdings Inc. Head Office 250 Shields Court, Unit 8 Markham, Ontario L3R 9W7 Tel. +1 (416) 287-3835 Cole Stevens Corporate Development c.stevens@pondtech.com 34
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