Time To Act Plc · AQUIS:TTA
Time To Act — IPO Roadshow (May 2024)
12 slides from Time To Act's IPO roadshow presentation, May 2024
Slide 1: IPO Roadshow
IPO Roadshow May 2024 01 Time To ACT plc ADVA NCIN G CLEAN TECHN OLOGIES Pare nt of t he T im e To ACT G roup
Slide 2: Disclaimer
Disclaimer This presentation (the “Presentation”) is issued on a confidential basis by Time To ACT plc (trading as “Time To ACT”) for information purposes only. This Presentation, its contents and any information provided or discussed in connection with it are strictly private and confidential and m
Slide 3: Introduction
Introduction • An engineering-led group focused on the Energy Transition supply chain • IP-rich (patents, know-how, processes, simulation/modelling and transferable system skills) enabling, what the directors believe to be, first- mover advantages and creating high barriers to entry • Two principal
Slide 4: The Board & Executive Team
The Board & Executive Team Executive Team Non-Executive Directors Chris Heminway Gary Wallace Jason Moody Lisa Randall Andrew Hall Rich Furniss Andy Hoare Executive Chief Financial Chief Operating NED / MD - iNED iNED iNED Chairman Officer Officer Diffusion Alloys Experienced in Chartered A Chartere
Slide 5: Our Product Suite So Far
Our Product Suite So Far Picks-and-shovels for the Energy Transition gold rush HIGH-TEMPERATURE INDUSTRIAL PROCESSES ELECTRIFICATION OF EVERYTHING • Coating services • Generator technology • Coating technology www.centreforenergy.com 05
Slide 6: Diffusion Alloys coatings and the Bow Wave pipeline
Colours of hydrogen Generated from Generated from natural gas Generated from • Established coatings business with proven technology & processes natural gas carbon capture & CCUS renewable energy • Track record with global blue-chip companies • Pivoted to focus on coatings and coating technology for
Slide 7: Strategic partnership creating Supply Chain Alliance with Johnson Matthey plc
Strategic partnership creating “Supply Chain Alliance” with Johnson Matthey plc Johnson Matthey • Market leader in syngas – licensing & catalysts – with c.40% global market share of grey H2 catalysts Key elements of partnership agreement • Johnson Matthey given access to Diffusion Alloys’ relevant b
Slide 8: GreenSpur generator design for offshore wind turbines
• A pioneering generator design primarily intended for offshore wind turbines which eliminates the use of Rare Earth Magnets and copper coils without reducing electrical performance. Arrangement of magnets in radial (left) vs axial (right) flux architecture • Complementary suite of innovations prote
Slide 9: Financials
Financials • Financially robust • A profitable coatings plant (our “cash engine”) • Cautiously funding development activities with tailored spending but without impacting value • Proven ability to bring in strategic partners • Aim to complement organic growth opportunities with a strategy of fill-in
Slide 10: IPO
IPO • Balance sheet is well capitalised so Company does not need to raise money and listing will proceed irrespective of outcome of fundraising process • That said, preferred outcome is up to £1.0m of new money for Summary Cap Table (pre-IPO) No. of shares % working capital, to de-risk growth and fo
Slide 11: Summary & Overview
Summary & Overview • Picks-and-shovels for the Energy Transition • Generating revenues and moving to cash-flow break-even • Experienced Board and Management team • Highly-visible near-term demand in Blue Hydrogen followed, in time, by multiple other market segments • External protection from IP, per
Slide 12: Chris Heminway, Executive Chairman; Gary Wallace, CFO
Chris Heminway, Executive Chairman crh@timetoactplc.com / +44 7802 30 55 79 Gary Wallace, CFO gw@timetoactplc.com / +44 7890 00 70 48 12