Carbon Streaming Corporation · NEO:NETZ
Carbon Streaming — Investor Presentation (May 2023)
28 slides from Carbon Streaming's investor presentation, May 2023
Slide 1: Accelerating a Net-Zero Future
Accelerating a Net-Zero Future NEO:NETZ | OTCQB:OFSTF | FSE:M2Q MAY 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 22 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 & royalty projects in diversified projects expected to issue Unique Approach to Climate Action portfolio and growing credits in 2023E CO2 Successfully applying partnership f
Slide 4: Diverse, High-Integrity Carbon Credit Portfolio
Diverse, High-Integrity Carbon Credit Portfolio 22 CARBON PROJECTS in 11 STREAMS covering 8 PROJECT TYPES across 12 COUNTRIES Sustainable Community Quebec & Ontario, Canada Waverly Biochar H2 2023E next carbon credit delivery Virginia, United States 2023E initial carbon credit delivery Enfield Bioch
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 E N T 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: +133% $18 N-GEO since 2021: -65% € 100 $16
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 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 BUYERS OF PARTNER CA
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 ✓ Recurring credits received ✓ Delivers upfront cash to project ✓ Majority of purchase price flows to throughout the term
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 O R G A N I C G R O W T H T H R O U G H E X I S T I N G P O R T F O L I O S T R E A M S A N D R O YA LT I E S Carbon Credit Volumes: Potential Credit Vintage Year Profile1 • ~20M credits annually by 2027 vintage year1 25.0 • Annual carbon credit issuances expected to FC
Slide 14: Rimba Raya Biodiversity Reserve
Rimba Raya Biodiversity Reserve WORLD-CLASS TRAILBLAZING PROJECT Partner InfiniteEARTH Limited & PT Infinite Earth • One of the world’s largest REDD+ projects Nusantara • First REDD+ project and first "triple-gold" Climate, Community Location Central Kalimantan, Borneo, Indonesia and Biodiversity pr
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: Sheep Creek Reforestation
Sheep Creek Reforestation U . S . - B A S E D P O S T - W I L D F I R E R E F O R E S TAT I O N R E M O VA L S P R O J E C T Partner Mast Reforestation • Up to $3.78 million for Sheep Creek Reforestation, the first stream under an up to $15 million Pipeline Agreement with Mast Location Montana, USA
Slide 18: Carbon Streaming Portfolio
Carbon Streaming Portfolio DIVERSIFIED PORTFOLIO COVERING 22 PROJECTS OVER 8 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 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 47.1 M 58% 1.06x Warrants 33.2 M 41% Options 1.5 M 2% 0.87x 0.87x Fully-diluted Share Capital 81.8 M 100% 0.76x Market Capitalization2 C$93
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 ✓ 2023A: First carbon credits received from stream and royalty portfolio ✓ 2023A: First carbon credit sales from streams & first receipt
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
H1 2022 Carbon Credit Portfolio Additions Key Milestones H1 2021 Carbon Credit Waverly Biochar Portfolio Additions Magdalena Bay Blue Carbon Company raises Company First carbon credit US$105M in July 2021 Community receives first stream announced Carbon carbon credits Stock Begins Trading from strea
Slide 25: Carbon Credit Streaming and Royalty Agreements
Carbon Credit Streaming and Royalty Agreements Expected Initial Total Upfront Stream / Royalty Project Description Crediting Period of Registry ID Deposit1 (US$) Stream or Royalty2 SRN REG-11-RE-XI- Rimba Raya Stream One of the world’s first and largest initiatives to protect tropical lowland peat s
Slide 26: High-Integrity Carbon Credit Requirements
High-Integrity Carbon Credit Requirements Additionality Projects are unable to exist without revenue derived from carbon credits. Verification Monitored, reported, and verified by a credible third-party. Permanence Carbon reduction or removal CO2 will not be reversed. Measurability Calculated accord
Slide 27: 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 28: 155 University Avenue, Suite 1240 Toronto, Ontario Canada M5H 3B7
155 University Avenue, Suite 1240 Toronto, Ontario Canada M5H 3B7 Tel: 647.846.7765 Email: info@carbonstreaming.com NEO:NETZ | OTCQB:OFSTF | FSE:M2Q