Jericho Energy Ventures Inc · TSXV:JEV
Jericho Energy Ventures — Investor Presentation (January 2022)
22 slides from Jericho Energy Ventures's investor presentation, January 2022
Slide 1: Advancing the Low-Carbon Energy Transition
ADVANCING THE LOW-CARBON ENERGY TRANSITION
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT • Presentation and Reader Advisory This confidential company overview presentation has been prepared by Jericho Energy Ventures (together with its affiliates, “JEV”) solely for informational purposes. This presentation includes certain statements that may be deemed forward-
Slide 3: What We Do / The Opportunity
What We Do The Opportunity Developing high growth technology JEV is a publicly traded, deep-tech venture companies across the hydrogen value chain, capital and incubator platform, backing world- carbon dioxide removal and searching for class companies, founders and technologies, technologies to addr
Slide 4: The Market Opportunity
THE MARKET OPPORTUNITY Government and Public Policy Countries that have adopted the Paris Climate Accord Largest Economies have announced Net Zero Carbon Emissions targets (U.S. China, Japan, EU, India) Degree Limit on Global Temperature Increase (vs. pre-industrial) Trillion Dollar Corporate Invest
Slide 5: The Team
THE TEAM Brian Williamson Ben Holman Ryan Breen Jourdan Urbach CEO CFO Head of Corporate Strategy Senior Technical Advisor • Spent 20+ years at various financial • Experienced financial leader with 18 years • Drives company-wide strategy focused on • Most recently worked at McKinsey & Co., where ins
Slide 6: Investing in the Energy Transition
INVESTING IN THE ENERGY TRANSITION What We Look For Commercialization with Technology Co. with Large and Growing Global Identified Market Disruptive Product Market Applications Identify pre or early-revenue > 70 national H2 strategies with Rigorous technical due growth companies with game- surge in
Slide 7: How Do We Implement Strategy?
HOW DO WE IMPLEMENT STRATEGY? Two Investment Pathways to Accomplish Strategic Goals Manner by which JEV will invest depends on certain Company criteria Standalone Venture Internal Incubation Company Strategic Co-Investors ‘Product Idea’ Stage Seasoned Leadership Lack of Customer Conversion Strong Te
Slide 8: What Is the Value of Our Strategy?
WHAT IS THE VALUE OF OUR STRATEGY? Privileged, early access to Seed Stage, Series A and Growth Equity energy transition technology companies with high impact and upside (looking for 5-10x + potential returns) JEV’s deep technical experts clearly identify and understand upfront technology risks: JEV
Slide 9: JEV's Portfolio: Catalysts for Value
JEV’S PORTFOLIO: CATALYSTS FOR VALUE H2 and . Decarbonization Themes Wholistic Bet on Multiple Investments Hydrogen’s Ability to Across Critical Industry Decarbonize Commercial Pain Points and Industrial Markets Ample catalysts for value creation and market recognition over the short and long-term 9
Slide 10: JEV's Portfolio: Critical Hydrogen Technologies
JEV’S PORTFOLO Critical Hydrogen Technologies Hydrogen Generation and Enabling Technologies Hydrogen-Based Application Technologies Low-Cost AI-Driven Membrane-less, Zero Emissions Electrolyser Electro-Catalyst high pressure Hydrogen Discovery Electrolyser Boiler Co-Led Minority Co-Led Minority Lead
Slide 11: Jericho Energy Ventures
JERICHO ENERGY VENTURES Macro tailwinds, driving trillions in capital flows… …Encouraging Investment in Decarbonization Solutions • Jericho Energy Ventures envisions a transition towards affordable, • H2 is an advantaged clean molecule with a large and growing global accessible and resilient clean e
Slide 12: Portfolio Overview
Portfolio Overview
Slide 13: Supercritical: High-Pressure Electrolysis
SUPERCRITICAL: HIGH-PRESSURE H2 Production ELECTROLYSIS Ultra-Efficient, High-Pressure, Membrane-less Electrolyser Key Deal Terms • Pain Point: Nearly all H2 today is utilized in high pressure applications - However, • Seed Preferred Shares current electrolysers output low-pressure H2 (membranes can
Slide 14: H2U: Catalyst Discovery & PEM Electrolysis
H2U: CATALYST DISCOVERY & PEM ELECTROLYSIS H2U is the leading developer of abundant, low cost, efficient, and durable catalysts and systems for hydrogen H2 Production generation and fuel cells. H2U Technologies: Catalyst Discovery Key Deal Terms • Caltech spin-out startup using AI-driven chemistry t
Slide 15: Hydrogen Technologies: Zero-Emission Hydrogen Powered Boiler
HYDROGEN TECHNOLOGIES: ZERO-EMISSION, HYDROGEN POWERED BOILER H2 Application >97% Zero 100% With a patented Dynamic Combustion Chamber™ (DCC) technology, Hydrogen Technologies manufactures and sells its patented, innovative, Total Emissions Water Fuel Efficiency Recycled hydrogen-based boilers for c
Slide 16: Industrial Boiler Market
INDUSTRIAL BOILER MARKET • 37% of fossil fuels burned for Industrial Utilization in the US is to produce steam $14bn Annually • Global heating and steam markets account for >15% of all CO2 emissions $28bn Commercial 5-7% • Replacing carbon-emitting boilers with a zero-emission hydrogen boiler is an
Slide 17: DCC Hydrogen Boiler Awarded C$4.5MM
DCC HYDROGENTM BOILER AWARDED C$4.5MM Our zero-emission hydrogen technology is set to decarbonize production of single-malt Scotch whiskey at the Remy-Cointreau owned Bruichladdich Distillery after winning the UK Government Green Distilleries Competition Commercial Deployment Offers Market Validatio
Slide 18: Appendix
APPENDIX .
Slide 19: Why Hydrogen
WHY HYDROGEN Hydrogen is a clean molecule set to decarbonize our energy needs… Hydrogen (H2) – An Advantaged Molecule: • Most abundant and simple element in the universe, colorless and odorless • Clean-burning, zero emission fuel for storing and releasing energy and to be used as a feedstock always
Slide 20: Hydrogen Value Chain
HYDROGEN VALUE CHAIN Leading Technologies across H2 Production, Storage and Applications with Advantaged Economics 20
Slide 21: Criteria: US$1 / kg or Enabler
CRITERIA: US$1 / KG OR ENABLER Delivered Hydrogen Cost Stack¹ $10.00 $9.00 $8.00 $7.00 $6.00 US$1 / kg $5.00 $4.00 $3.00 $2.00 $1.00 $- Gas Liquid Seaborne Production Conversion & Storage Logistics ¹ Source: BNEF, DOE Hydrogen and Fuel Cells Program and Wall Street Equity Research; all figures USD 2
Slide 22: Market Highlights
MARKET HIGHLIGHTS JEV by the Numbers • TSX.V: JEV • FRA: JLM0 • OTC PINK: JROOF • Shares Issued & Outstanding – 220,400,000 • Warrants – 16,000,000 • Options – 16,700,000 • Market Cap (CDN) – $130,036,000 • Closing Price as of October 1st, 2021 (CDN) – $0.59 • 22
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