Carbon Streaming Corporation · NEO:NETZ
Carbon Streaming — Investor Presentation (February 2023)
27 slides from Carbon Streaming's investor presentation, February 2023
Slide 1: Accelerating a Net-Zero Future
Accelerating a Net-Zero Future NEO:NETZ | OTCQB:OFSTF | FSE:M2Q FEBRUARY 2023
Slide 2: Advisories
Advisories This presentation (“Presentation”) is being issued by Carbon Streaming Corporation (the “Company” or “Carbon Streaming”) for information purposes only. The content of this Presentation has not been approved by any securities regulatory authority. Reliance on this Presentation for the purp
Slide 3: Carbon Streaming Corporation
Carbon Streaming Corporation 21 10+ A C C E L E R AT I N G A N E T - Z E R O F U T U R E Carbon stream & royalty Carbon stream projects projects in diversified expected to issue Unique Approach to Climate Action portfolio and growing credits in 2023E CO2 Successfully applying partnership funding mod
Slide 4: Diverse, High-Integrity Carbon Credit Portfolio
Diverse, High-Integrity Carbon Credit Portfolio 21 CARBON PROJECTS in 10 STREAMS covering 6 PROJECT TYPES across 12 COUNTRIES Enfield Biochar Maine, United States 2023E initial carbon credit delivery Sustainable Community Waverly Biochar Quebec & Ontario, Canada H2 2023E next carbon credit delivery
Slide 5: Funding the Fight Against Climate Change
Funding the Fight Against Climate Change S I G N I F I C A N T A N D I M M E D I AT E C A P I TA L N E E D E D T O A C H I E V E C L I M AT E G O A L S Annual Global GHG Emissions (GtCO2e): Significant reductions needed this decade • Climate change is “widespread, rapid and intensifying”2 55 NDCs &
Slide 6: Voluntary Markets Demand Growth Drivers
Voluntary Markets Demand Growth Drivers V A L U E C O U L D P O T E N T I A L LY G R O W T O $ 5 0 B I L L I O N I N 2 0 3 0 F R O M $ 2 B I L L I O N I N 2 0 2 1 1 ! Stakeholder Pressure: Pressure from customers, asset Voluntary Credit Demand Scenarios in 2030 and 20501 managers and stakeholders to
Slide 7: Voluntary Carbon Credits
Voluntary Carbon Credits Voluntary Carbon Markets by PUTTING A PRICE ON EMISSIONS 5% Project Category1 Forestry & land use (46%) Carbon Credit Renewable energy (43%) also known as a carbon offset 46% Energy efficiency / Fuel switching (2%) CO2 43% Waste disposal (2%) = CO2 Household devices (2%) One
Slide 8: Prices in the Carbon Markets
Prices in the Carbon Markets R EC O R D E U E T S P R I C I N G A M I D FA L L I N G E U R O P E A N E M I S S I O N S EU ETS Compliance Market1 Voluntary Carbon Markets2 EUR / t CO2e US$ / t CO2e € 120 EUAs since 2021: +190% $20 GEO since 2021: +266% $18 N-GEO since 2021: -50% € 100 $16 REDD+ OPIS
Slide 9: Higher Carbon Prices are Needed for Net Zero
Higher Carbon Prices are Needed for Net Zero S U P P LY S I D E S U G G E S T S P R I C E S N E E D T O R I S E D U E T O T H E M A R G I N A L C O S T T O D E C A R B O N I Z E Conservation Carbon Abatement Cost Curve1 Carbon Sequestration Cost Curve1,2 Based on current technologies and current cos
Slide 10: Proven Partnership Model
Proven Partnership Model F L E X I B L E , A L I G N S I N T E R E S T S T O A C C E L E R AT E C L I M AT E A C T I O N A N D A D VA N C E U N S D G s 1. Upfront Deposit & 3. Sales of 5. Ongoing Delivery Payments Carbon Credits 2. Delivery of 4. Purchases of Carbon Credits Carbon Credits PROJECT BU
Slide 11: Proven Partnership Model
Proven Partnership Model A L I G N E D I N T E R E S T S B E N E F I T S TA K E H O L D E R S Benefits to Carbon Streaming Benefits to Project Partners Benefits to Credit Buyers ✓ Annual yield with credits received ✓ Delivers upfront cash to project ✓ Majority of funds flow to projects each year dur
Slide 12: Delivering Beyond Carbon
Delivering Beyond Carbon A D VA N C I N G U N S U S TA I N A B L E D E V E L O P M E N T G O A L S T H R O U G H I M PA C T I N V E S T I N G Preserving Biodiversity ✓ Protecting endangered species, such as the bonobos at the Bonobo Peace Forest ✓ Protecting marine life at Magdalena Bay ✓ Adopting b
Slide 13: Growing Carbon Credit Volumes
Growing Carbon Credit Volumes ORGANIC GROWTH THROUGH EXISTING PORTFOLIO STREAMS Carbon Credit Volumes: Potential Credit Vintage Year Profile1 • >20M credits annually by 2027 vintage 25.0 year1 Rimba Raya Magdalena Bay Blue Carbon Cerrado Biome • Annual carbon credit issuances expected to Waverly Bio
Slide 14: Rimba Raya Biodiversity Reserve
Rimba Raya Biodiversity Reserve WORLD-CLASS TRAILBLAZING PROJECT Partner InfiniteEARTH Limited • One of the world’s largest REDD+ projects Location Central Kalimantan, Borneo, Indonesia • First REDD+ project and first "triple-gold" Climate, Community and Biodiversity project independently validated
Slide 15: Sustainable Community
Sustainable Community Q U E B E C A N D O N TA R I O S U S TA I N A B L E C O M M U N I T Y P R O J E C T S Partner Will Solutions Inc. • Quebec Project currently one of the largest projects registered with Verra in Canada Location Quebec and Ontario, Canada • Grouped projects enroll and reward memb
Slide 16: Community Carbon
Community Carbon BRINGING ENERGY EFFICIENT SOLUTIONS TO MILLIONS IN AFRICA Partner Community Carbon • Diversified portfolio of seven energy-saving projects across five countries Location Uganda, Mozambique, Tanzania, Zambia, Malawi • Goal is to reduce emissions by ~50 Mt CO2e over the 15 to 21 Proje
Slide 17: Carbon Streaming Portfolio
Carbon Streaming Portfolio DIVERSIFIED PORTFOLIO COVERING 21 PROJECTS OVER 6 PROJECT TYPES IN 12 COUNTRIES Magdalena Bay Blue Carbon Cerrado Biome Biochar Projects Nalgonda Rice Farming Baja California Sur, Mexico Cerrado Biome, Brazil Virginia and Maine, USA Nalgonda District, Telangana State, Indi
Slide 18: Robust Pipeline of Streaming Opportunities
Robust Pipeline of Streaming Opportunities W E L L - P O S I T I O N E D T O E X E C U T E P R O J E C T P O R T F O L I O D I V E R S I F I C AT I O N A N D G R O W T H S T R AT E G Y Pipeline Breakdown By Project Type1,2,3 Pipeline Breakdown By Region2,3 Waste Europe Technology Australia Community
Slide 19: Creating A Portfolio of High-Quality Credits
Creating A Portfolio of High-Quality Credits I N D E P E N D E N T V E R I F I C AT I O N S U P P L E M E N T E D W I T H D E TA I L E D D U E D I L I G E N C E Life Cycle of a Voluntary Carbon Credit How We Ensure Credit Integrity Project Design Project design and methodology for quantifying GHG ✓
Slide 20: Capital Structure and Valuation
Capital Structure and Valuation STRONG CASH POSITION WITH ZERO DEBT Capital Structure1 Consensus Price / Net Asset Value5,6 Shares % of FD Issued Share Capital 46.8 M 57% Warrants 33.2 M 41% 0.97x 0.93x Options 1.5 M 2% 0.88x 0.80x 0.78x Fully-diluted Share Capital 81.5 M 100% Market Capitalization2
Slide 21: Investment Highlights
Investment Highlights CO2 Unique Near-Term Technical & True ESG Approach to Organic Financial Impact Climate Action Growth Expertise Investing Near-term Catalysts ✓ 2022A: Portfolio diversification into biochar, cookstoves, methane avoidance • 2023E: Transformational year with credits expected to be
Slide 22: Appendix
Appendix
Slide 23: Experienced Leadership Team
Experienced Leadership Team EXPERTISE TO SUCCEED Management Team Board of Directors Carbon Team Extensive capital markets, streaming Extensive governance expertise Carbon market experts and corporate finance expertise Justin Cochrane, CFA Maurice Swan, JD Kristen Kleiman CEO & Director Chairman Carb
Slide 24: Key Milestones
Key Milestones RAISED ~US$140M, PUBLIC LISTING, GROWING PIPELINE Company raises US$105M in July 2021 Stock Begins Trading Future carbon on the NEO Exchange credit streams (NETZ) and the Frankfurt and royalties Stock Exchange (M2Q) to be announced Magdalena Bay Cerrado Biome Waverly Biochar Sustainab
Slide 25: Carbon Credit Streaming and Royalty Agreements
Carbon Credit Streaming and Royalty Agreements Upfront Initial Stream Project Description Registry ID Deposit1 (US$) Term2 SRN REG-11-RE-XI- Rimba Raya One of the world’s first and largest initiatives to protect tropical lowland peat swamp forests $26.3 million3,4 30+ years 2022-10734 GS 11211, 1096
Slide 26: Supporting Natural Carbon Sinks
Supporting Natural Carbon Sinks P R O T E C T I N G T H E E A R T H ’ S F O R E S T S I S I M P E R AT I V E T O A C H I E V I N G N E T Z E R O Carbon Storage in United Nations Framework Convention on Climate Change Earth’s Ecosystems UNFCCC created the REDD+ (Reducing Emissions from 200 Tropical D
Slide 27: 155 University Avenue, Suite 1240 Toronto, Ontario
155 University Avenue, Suite 1240 Toronto, Ontario Canada M5H 3B7 Tel: 647.846.7765 Email: info@carbonstreaming.com NEO:NETZ | OTCQB:OFSTF | FSE:M2Q
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