Cvw Sustainable Royalties Inc. · TSXV:CVW
Cvw Sustainable Royalties — CVW CleanTech — Investor Presentation (January 2025)
35 slides from Cvw Sustainable Royalties's investor presentation, Jan 10, 2025
Slide 1: Creating Value from Waste
TSX-V: CVW | OTCQX: CVWFF Creating Value from Waste The Leading Platform for Diversified Clean Technology Royalty Investments I N V E S T O R P R E S E N TAT I O N JANUARY 2025 TSX-V: CVW | OTCQX: CVWFF 1
Slide 2: Disclaimer
Disclaimer The information provided in this presentation is provided as of January 10, 2025 for informational purposes only, is not complete, and may not contain certain material information about CVW CleanTech Inc. (“CVW CleanTech" or the "Company"), including important disclosures and risk factors
Slide 3: Forward-looking Information
Forward-looking Information Certain statements included in this presentation of CVW CleanTech constitute forward-looking statements and funding agreements for such government programs; the details of government funding programs and that such information within the meaning of applicable the securitie
Slide 4: Creating a Leading Cleantech Royalty Platform
Creating a Leading Cleantech Royalty Platform Expected Opportunity in $2.8T+ Cleantech Market Growing Exponentially1 Macro Strong Regulatory Environment Driving Innovation Tailwinds Provides the Right Timing for the Strategy Funding Gap for Capital Intensive Cleantech in the Commodity Sectors Proven
Slide 5: Corporate Profile
Corporate Profile CAPITAL STRUCTURE & SHAREHOLDER BREAKDOWN TSX-V: CVW | OTCQX: CVWFF January 10, 2025 Shares Outstanding 144.9M SHARE PRICE PERFORMANCE Equity Awards 10.0M $2.00 4.0 Warrants 11.8M 3 Fully Diluted Shares Outstanding 166.7M 6 2 Share Price (As of January 9, 2025) $0.84 $1.50 7 3.0 5
Slide 6: Dual Prong Approach to Value Creation with Significant Optionality
Dual Prong Approach to Value Creation with Significant Optionality Tier 1 Royalty Opportunity on CVW Proprietary Diversified Exposure to Clean Technology Companies Technology through Royalty Structure Creating Value from Waste (“CVW ”) technology is ready-to-deploy Building a portfolio of royalty-ba
Slide 7: Macro Tailwinds
Macro Tailwinds TSX-V: CVW | OTCQX: CVWFF 7
Slide 8: Macro Tailwinds Behind Clean Technology Deployment
Macro Tailwinds Behind Clean Technology Deployment Macroeconomic tailwinds driving innovation, leading to an opportunity rich environment Clean energy Trillions of USD Over 135 countries including all G7 nations have committed to be net-zero by 20501 GLOBAL SPENDING ON THE investments 1.8 CLEAN ENER
Slide 9: Capital Flows are Increasingly Rewarding Sustainability
Capital Flows are Increasingly Rewarding Sustainability INCREASING INVESTOR FOCUS ON ESG Significant human and financial capital ~$2.8 trillion in 20231 $40 $33.9 flowing to research and development Total Cleantech Market Funding Flows in 2023 $30 efforts leading to more innovation ~2% of Global Gro
Slide 10: Commodity Sectors are Critical for the Transition
Commodity Sectors are Critical for the Transition Hydrocarbons Materials and Metals Agriculture PROJECTED GLOBAL ENERGY MIX PROJECTED DEMAND FOR MATERIALS & FOOD SECURITY METALS 200 5% 56% Tons (millions) 10% 5% more food 160 required to meet the 2021 55% minimum needs of the 25% 120 population in 2
Slide 11: Royalty Strategy
Royalty Strategy TSX-V: CVW | OTCQX: CVWFF 11
Slide 12: Investment Focus Areas – Sectors
Investment Focus Areas – Sectors CVW CleanTech will focus on opportunities and projects at the intersection of clean technology and commodities 1 Underlying revenue based on production of commodity or commodity-like product • Lower emission oil and Technology focused on enhancing the sustainability
Slide 13: Investment Focus Areas – Company Stage
Investment Focus Areas – Company Stage Key Criteria to Reduce Technology Risk • Detailed technical due Commercially deployed diligence by in house Earlier stage technologies Existing technologies with technical team augmented exceeding the desired risk profile Financing Gap access to lower cost of b
Slide 14: Why Royalties?
Why Royalties? TSX-V: CVW | OTCQX: CVWFF 14
Slide 15: Royalty Companies – Attractive for Investors
Royalty Companies – Attractive for Investors Operators versus Royalty Companies Royalty model provides investors with an efficient way to access an industry thematic 2025e Earnings Multiple1 while providing diversification and lower risk GOLD 18.9x TRADITIONAL CLEAN MINING TECHNOLOGY AND/OR 5.3x OPE
Slide 16: Effective Funding Solution for Clean Technology Companies
Effective Funding Solution for Clean Technology Companies Key Advantages for Operators Illustrative Use of Proceeds Retain Equity Upside Project / Asset Development Capital Flexible Structure and Competitive Cost of Capital Acquisition Capital Alignment and Focus on Growth Recapitalizations No Refin
Slide 17: Our Portfolio
Our Portfolio TSX-V: CVW | OTCQX: CVWFF 17
Slide 18: Northstar Clean Technologies
ASSET Northstar Clean Technologies Commercial Facility CALGARY, ALBERTA Operations Overview1 TRADITIONAL PRODUCTION/ LANDFILL DISPOSAL • Proprietary process for taking discarded asphalt shingles, Facility Details otherwise destined for over-crowded landfills, and extracting TONNES 0 195 the liquid a
Slide 19: Northstar Clean Technologies
ASSET Northstar Clean Technologies Northstar Clean Technologies Inc. is a Canadian-based clean technology company, focused on the sustainable recovery and reprocessing of asphalt shingles Developed a proprietary process to recover liquid asphalt (bitumen), aggregate and fiber from waste Pilot facili
Slide 20: Northstar Clean Technologies
ASSET Northstar Clean Technologies CVW CleanTech will have revenue royalty exposure to Northstar’s next two facilities REVENUE PER COMMODITY1 • Base-case includes a single operating shift with the ability to increase output by adding additional labour Significant 3% • Opportunity for Northstar to mo
Slide 21: CVW Proprietary Technology
ASSET CVW Proprietary Technology Operations Overview A CVW project offers significant economic, environmental and operational benefits1: ECONOMIC BENEFITS ENVIRONMENTAL BENEFITS OPERATIONAL BENEFITS Bitumen: ~1.9 MMbbl CO2e Emissions Eliminates use of tailings ponds Abatement: ~380+ kT for froth tre
Slide 22: CVW Proprietary Technology
ASSET CVW Proprietary Technology CVW CleanTech has invested over $100M and 20 years to advance its CVW proprietary technology to a state of commercial readiness CVW CleanTech has multiple project development options: CVW EcoBase1 CVW EcoFlex1 CVW EcoMax1 • Development of CVW has been Value Propositi
Slide 23: CVW Proprietary Technology
ASSET CVW Proprietary Technology CVW FREE CASH FLOW REVENUE PER COMMODITY Asset Overview $314 $303 $297 $288 (100% BASIS) $264 $254 $250 • Prioritizing a CVW EcoBase 16% deployment under a joint venture structure with an oil sands mining EcoBase 29% 55% operator to reduce upfront capital cost and ri
Slide 24: CVW Proprietary Technology
ASSET CVW Proprietary Technology CVW CleanTech continues to aggressively pursue the implementation of its ready-to-deploy proprietary technology CVW CleanTech continues to build relationships with the oil sands mining operators with the goal of signing a partnership agreement. The Company continues
Slide 25: Opportunities for Growth
Opportunities for Growth TSX-V: CVW | OTCQX: CVWFF 25
Slide 26: Robust Acquisition Pipeline to Expand Royalty Portfolio
Robust Acquisition Pipeline to Expand Royalty Portfolio Advanced opportunity pipeline with over $350M of transaction value, with another 35+ opportunities in evaluation ROYALTY PRIMARY/ APPROXIMATE OPPORTUNITY SECONDARY SECTOR FOCUS UNDERLYING COMMODITY EXPOSURE GEOGRAPHY INVESTMENT SIZE DEAL STAGE
Slide 27: Experienced Leadership Team
Experienced Leadership Team Opportunity to partner with proven company builders, with significant royalty and commodity experience Akshay Dubey Darren Morcombe Pierre Lassonde CEO & DIRECTOR CHAIRMAN SPECIAL ADVISOR & SHAREHOLDER 13+ years of experience originating and structuring 30+ years of inter
Slide 28: Summary
Summary Strong Macro Tailwinds Diversification • Scalable within the cleantech space, providing investors • Global cleantech funding flows in 2023 exceeded ~$2.8 exposure to multiple technologies and geographies trillion1 • Management team with technical skill set and network to • Ability to capital
Slide 29: www.cvwcleantech.com
CVW CleanTech Inc. Suite 305, 505 – 8th Ave. SW, Calgary, Alberta, Canada T2P 1G2 Akshay Dubey Joshua Grant CHIEF EXECUTIVE OFFICER AND DIRECTOR CHIEF FINANCIAL OFFICER Tel: 403-460-8135 Tel: 403-460-8135 Akshay.Dubey@CVWcleantech.com Joshua.Grant@CVWcleantech.com www.cvwcleantech.com TSX-V: CVW | O
Slide 30: Appendix
Appendix TSX-V: CVW | OTCQX: CVWFF 30
Slide 31: Commodities Critical to the Green Transition
Commodities Critical to the Green Transition • Commodities required for clean energy technologies and otherwise are GLOBAL MINERALS SHORTAGE FOR CLEAN ENERGY TECHNOLOGIES expected to be in significant shortage over both the medium and long Several materials critical for the energy transition will se
Slide 32: Reduction in Carbon Intensity of Hydrocarbons Essential to Achieve Net Zero
Reduction in Carbon Intensity of Hydrocarbons Essential to Achieve Net Zero IEA WORLD OIL OUTLOOK As of mid-2024, the IEA sees stated policies resulting in a slight • In 2022, the per capita oil consumption of developed nations was between reduction to oil consumption, with larger decreases possible
Slide 33: Agricultural Innovation and Waste Diversion Necessary to Support Humanity
Agricultural Innovation and Waste Diversion Necessary to Support Humanity As global temperatures rise and extreme weather events become more frequent, ensuring food security for a growing population is arguably the most critical challenge we face 56% more food needed to feed the Growing production o
Slide 34: Board of Directors
Board of Directors Darren Morcombe Jennifer Kaufield Bruce Griffin CHAIRMAN DIRECTOR DIRECTOR • Founder of Springtide Capital Pty. Ltd., a private investment • Independent businesswoman with over 30 years of experience • Owner of Farview Solutions Limited, providing consulting and company specializi
Slide 35: Management Team
Management Team Akshay Dubey Joshua Grant Kevin Moran Mathew Ullattikulam CEO AND DIRECTOR CFO AND CORPORATE SECRETARY EVP AND CHIEF TECHNOLOGY OFFICER VP, CORPORATE DEVELOPMENT • Joined CVW CleanTech in September • Has over 15 years of experience in • Extensive oil sands industry • Extensive experi