Clearvue Technologies Ltd. · ASX:CPV
Clearvue Technologies — Investor Presentation (February 2024)
24 slides from Clearvue Technologies's investor presentation, Feb 14, 2024
Slide 1: Commercialisation & Technology Update Investor Briefing
For personal use only CLEARVUE TECHNOLOGIES LIMITED Commercialisation & Technology Update Investor Briefing 14 February 2024 ENERGY EFFICIENT | ENERGY GENERATING | CLEAR GLASS
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation has been prepared and issued by ClearVue Technolog ies 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 infor
Slide 3: At ClearVue, we generate electricity from clear glass
For personal use only At ClearVue, we generate electricity from clear glass Photo: Building and Construction Authority (BCA) Skylab test facility in Singapore. See ASX announcement dated 3rd Oct 2023 www.clearvuepv.com ClearVue Technologies Ltd | Investor & Technology Briefing 3
Slide 4: ClearVue Technologies – What do we do?
ClearVue Technologies – What do we do? We generate power from clear glass. 12 Month Price History – 13 February 2024 ClearVue Technologies has developed a nano- and -microparticle doped interlayer to For personal use only activate ultraviolet and infrared light as it passes through glass. This react
Slide 5: Quasi mandated change environment supports outlook
Quasi mandated change environment supports outlook Global policy change to The built environment Construction demand shows For personal use only decarbonise the economy requires a paradigm shift no sign of slowing 149 42% 6.13 Countries adopted a Net of Global CO2 emissions Billion square meters p.a
Slide 6: ClearVuePV core IP: we generate power from clear glass
ClearVuePV core IP: we generate power from clear glass TECHNOLOGY OVERVIEW: For personal use only • Technology is embedded in a double-glazed Insulated Glass Unit (IGU). • Micro & nanoparticles interact with ultraviolet and infrared radiation, which is redirected to the edges of the glass for power
Slide 7: ClearVuePV – Generation II
ClearVuePV – Generation II INTRODUCING CLEARVUEPV – GENERATION II For personal use only • A “plug and play” design features simplifies the manufacturing process. • Scalable product - proven integration into existing fabricator production line with minimum process and time interruption.¹ • Standardis
Slide 8: Net Zero energy buildings are now within reach
Net Zero energy buildings are now within reach CLEARVUEPV DELIVERS A BUILDING ENVELOPE For personal use only Solar Cladding TO GENERATE ELECTRICITY. Incorporating solar cells into cladding improves energy output The integration of ClearVuePV vision glass with solar spandrel and thermal performance w
Slide 9: ClearVuePV building envelope: bringing it all together
ClearVuePV building envelope: bringing it all together BUILDING ENVELOPE – ARCHETYPE MODEL II For personal use only ARCHETYPE II MODEL – PROJECTED OUTCOME ClearVue has engaged Footprint, an independent, industry recognised sustainability consultant in Canada. Footprint performed the building archety
Slide 10: Delivering financial & carbon payback
Delivering financial & carbon payback BUILDING ENVELOPE – ARCHETYPE MODEL II For personal use only ARCHETYPE II MODEL – FINANCIAL PROJECTED OUTCOME Archetype II allows ClearVue to project the whole of building energy generation. This projection can be used to: 10 Years +, 7% 9-10 Years, 7% 1. Calcul
Slide 11: Continual R&D: expanding our portfolio of BIPV solutions
Continual R&D: expanding our portfolio of BIPV solutions ClearVue has expanded its IP portfolio with significant The investment into R&D is reflected in the Archetype II personal use only investment into a whole of building envelope solutions. performance uplift: an integrated solution delivers up t
Slide 12: Building the foundations for commercialisation
Building the foundations for commercialisation TO SELL GLOBALLY, CLEARVUEPV NEEDS TO COMPLY GLOBALLY For personal use only PRODUCT INFLATION MASS COMPLETED IP PROTECTION REDUCTION BRANDING PRODUCTION FIRE TESTING CERTIFICATION EXPANDED ACT (IRA) Continuing with Investment into Achieved A2-S1- Indepe
Slide 13: Level of license enquiry growing
Level of license enquiry growing Licenses under negotiation / in discussion United Kingdom Market European Market Chinese Market • Total Number of licenses executed/active = 12 Under negotiation / in discussion = 1 Under negotiation /in discussion = 2 Under negotiation / For personal use only Licens
Slide 14: ClearVuePV greenhouse: delivering for agricultural sector
ClearVuePV greenhouse: delivering for agricultural sector ClearVue’s greenhouse test facility at Murdoch University, Images from Murdoch University’s study on the For personal use only Perth, Western Australia, has delivered results exceeding ClearVuePV greenhouse performance expectations. Published
Slide 15: ClearVue business model
ClearVue business model For personal use only A key to the commercialisation strategy is speed and leverage to the global market without the need for significant capital investment. CLEARVUE REVENUE DISTRIBUTION MODEL CONTINUAL MODEL • License existing glass INNOVATION • Licensee Fee. and IGU manufa
Slide 16: ClearVue value stack matches market needs
ClearVue value stack matches market needs For personal use only Green buildings demand rental premium CLEARVUE DRIVES ECONOMIC UPLIFT Green buildings demand sales premium Solar control properties drive operational savings CLEARVUE DRIVES Power generation OPERATIONAL SAVING Potential better Post tax
Slide 17: Industry sectors we are focusing on
Industry sectors we are focusing on ClearVue operates in high growth target markets New: Building envelope expands target market For personal use only Skylight market Commercial BIPV Greenhouse Cladding Systems market $5.5 billion by 2030 $88.4 billion by 2030 $50.6 billion by 2025 $347.7 billion by
Slide 18: ClearVue's competition and competitive advantage
ClearVue’s competition and competitive advantage COMPETITION CLEARVUEPV COMPETITIVE ADVANTAGE SUMMARY For personal use only ClearVue acknowledges that it has well funded 1 ClearVue has scaled the technology to commercial size competition around the world. The competition is at varying stages of comm
Slide 19: ClearVue new business pipeline
ClearVue new business pipeline ClearVue is working on a range of projects at various levels of engagement, employing one or more ClearVue products. They are geographically spread across our major For personal use only markets, and the majority represent Commercial construction projects. Agriculture,
Slide 20: Milestones reached and future
Milestones reached and future KEY MILESTONE ACHIEVED BY 13 FEBRUARY 2024 For personal use only Mass production Scaling up of Global Sales sales activity in US, Asia, Integrated Europe Façade Solution Third Multi- sales story building Execution of Archetype NASDAQ/ sales pipeline NYSE Listing in key
Slide 21: Outlook for the next months
Outlook for the next 12 months Build a solid Managed sales Process is For personal use only foundation in key growth to allow sales “everything” in Maintain focus on markets with fully and logistics delivering customer R&D certified products capabilities to mature and shareholder value PRODUCTS ACTI
Slide 22: ClearVue board & CEO
ClearVue board & CEO For personal use only Victor Rosenberg Martin Deil Jamie Lyford Gerd Hoenicke Chuck Mowrey Harry Miller Dip Pharm, MPS (SA) BSc (Honours), BMgt BCom, LLB, LLM(IP), PGradDip IT BEng Fac BSc Bus, MBA BCom, MPA Non-Executive Chairman & Chief Executive Officer Executive Director Non
Slide 23: Investment case – key messages
Investment case – key messages ✓ World-leading technology and competitive advantage with ability to scale and generate For personal use only the highest energy output on clear glass ✓ Substantial unmet demand driven by regulation and changing consumer sentiment and buyer behaviour ✓ Third-party vali
Slide 24: For personal use only
For personal use only Suite 9 / 567 Newcastle St, West Perth, Western Australia 6005 +61 8 9220 9020 CLEARVUE TECHNOLOGIES LTD hello@clearvuepv.com Anna Abrossimova Head of Marketing www.clearvuepv.com anna@clearvuepv.com +61 (0) 401 398 088 INVESTORS Adrian Mulcahy adrian.mulcahy@automicgroup.com.a
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