Powerhouse Ventures Ltd. · ASX:PVL
Powerhouse Ventures — Investor Presentation (July 2022)
14 slides from Powerhouse Ventures's investor presentation, Jul 20, 2022
Slide 1: Notice of Upcoming Strategy Presentation
ASX Release Powerhouse Ventures Limited Level 1, Exchange Tower, 530 Little Collins St, Melbourne VIC 3000, Australia For personal use only (ASX Code: “PVL”) NZ Company No. 1854396 / ARBN 612 076 169 NOTICE OF UPCOMING STRATEGY PRESENTATION Melbourne, Australia: 20 July 2022 Powerhouse Ventures Limi
Slide 2: PVL Shareholder Webinar July 2022
For personal use only PVL Shareholder Webinar July 2022 Australian Innovation Solving Global Problems
Slide 3: Executive Summary
Executive Summary For personal use only People Process Reputation + Operational restructure + 8 new investments + Recognition as experts in complete commercialisation of IP + AUD 3.1m deployed and scaling companies + Advisory board established + 1 portfolio divestment + Solid pipeline of + Significa
Slide 4: Recent Investment Examples
Recent Investment Examples For personal use only Global Problem Global Problem Global Problem Global Problem Coatings & surfaces are the crucial Aircraft navigation systems cannot Graphite processing for EVs is Quantum computing requires super last step in manufacturing often direct efficient flight
Slide 5: Investment Process
Investment Process For personal use only Conviction in 4 Ts Screening for Due Typical ‘Innovation Value solving Diligence Investment global (4 Ts) Creation Size ($250k problems’ to $750k) Duration Reward v Risk • Has the company identified a • Team: MUST have • Risk return scenario analysis scientif
Slide 6: Cirrus: Investment Discipline
Cirrus: Investment Discipline For personal use only PVL was an initial investor in Cirrus Materials Science at NZ $1 per share. After watching Cirrus prove their technology and commercialisation, PVL followed in on the latest Series A raise at NZ $10 per share. Series A 2022 • USD6m raise Seed 2019
Slide 7: Next Frontier Technologies
Next Frontier Technologies For personal use only PVL through its Board, Advisory Panel, and their associated networks has: 1. Expertise in "looking around corners" and understanding next frontier technologies 2. Access to investment opportunities with strong fundamentals and robust IP moats 3. Capab
Slide 8: Advisory Panel
Advisory Panel For personal use only Acknowledged experts in their fields, advisors to multinationals like LG, Lockheed Martin. These advisors augment network effects including better origination and due diligence because we know if/how the technology can be best commercialised. Shaun Wilson • Mr Wi
Slide 9: PVL Unique Proposition
PVL Unique Proposition For personal use only Our Why: We believe technology will enable a greener, healthier, more aspirational future Our What: We invest and add value to Australian companies that produce sustainable IP moats solving global problems. IP moats earn defensible free cash flow and deli
Slide 10: Testimonials
Testimonials For personal use only Examples of how PVL creates value and establishes network effects to assist in origination and conviction throughout the investment process “The meeting with your investment committee was one of the most sophisticated I have encountered with its multiple diverse pe
Slide 11: Company Snapshot
Company Snapshot For personal use only Capital Structure Shareholder Information Shares on Issue: 120,743,176 Rank Name Shares % Shares Options: 12,227,631 1 CAPITAL H MANAGEMENT 20,075,544 16.63 2 HUB24 15,510,658 12.85 Share Price: A$0.065 3 PARMELIA PTY LTD <REILLY FAMILY SUPER FUND A/C> 5,858,57
Slide 12: PVL Team
For personal use only PVL Team 11
Slide 13: Contacts
For personal use only Contacts James Kruger Executive Chairman jk@phvl.com.au +61499 980 623 Joshua Baker Non-Executive Director jb@phvl.com.au +61405 784 516
Slide 14: Appendix: Investment Duration
Appendix: Investment Duration For personal use only 2022 2021 2020 & earlier • Cirrus o Liquid Instruments o CourseLoop • CertusBio o Cirrus (follow-on) o Firmus Grid • Inhibit o Quantum Brilliance o Skykraft • Ferronova • *Deliveon Health o Urbix • *Veritide o Neuroflex • *Fluent Scientific • *Hi-A
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