Air Water Ventures Limited · NASDAQ:WATR
Air Water Ventures — SPAC Merger (June 2026)
26 slides from Air Water Ventures's SPAC merger presentation, June 2026
Slide 1: Investor Presentation June 2026
Investor Presentation June 2026
Slide 2: Disclaimers
Disclaimers Basis of Presentation This presentation (together with oral statements made in connection herewith, the “Presentation Materials”) are provided for informational purposes only and have been prepared to assist interested parties in a proposed private placement in making their own evaluatio
Slide 3: Disclaimers: Forward Looking Statements
Disclaimers Forward Looking Statements Certain statements included in these Presentation Materials are not historical facts but are forward-looking statements. Forward-looking statements generally are accompanied by words such as “according to estimates,” “assume,” “believe,” “could,” “may,” “will,”
Slide 4: Disclaimers: Participants in Solicitation
Disclaimers Participants In Solicitation Inflection Point, Air Water, PubCo and their respective directors, executive officers, and other members of management, and consultants, under SEC rules, may be deemed participants in the solicitation of proxies from Inflection Point’s shareholders with respe
Slide 5: World Class Beverage Industry Leaders with a Track Record of Major Premium Brand Launches
World Class Beverage Industry Leaders with a Track Record of Major Premium Brand Launches Pete Carr Ryan Bibbo David Tuerff Chief Executive Officer Chief Operating Officer Chief Financial Officer 35 years of cross-functional and diverse 25 years as a senior executive with extensive 15 years of exper
Slide 6: Alcoholic Beverage Market in Secular Decline, Global Water Market Experiences Steady Growth
As the Alcoholic Beverage Market Has Been in Secular Decline, the Global Water Market Experiences Steady Growth Alcoholic Beverage Company: Indexed Share Price(1) Global Bottled Water Market Size 2024 to 2034(2) 120 Alcoholic beverage companies have experienced sharp declines The global bottled wate
Slide 7: Air-to-Water Technology Is a Disruptive New Category in the Growing Bottled Water Market
Air-to-Water Technology Is a Disruptive New Category in the Growing Bottled Water Market The Air-to-Water Market Continues to Expand as the Industry Turns to Sustainable, Scalable Alternatives Global Forces Driving Innovation and Adoption The Air-to-Water Market Forecast(1) Population growth is stra
Slide 8: Current Water Offerings Have Quality, Distribution, Purity, and Premium Brand Challenges
Current Water Offerings Have Quality, Distribution, Purity, and Premium Brand Challenges (1) Investing $23M to upgrade its Evian bottling facility and $9.2M to preserve its Evian, Volvic, Badoit and La Salvetat mineral water sites in France (2) FDA announced a voluntary recall of more than half a mi
Slide 9: A1R Water Disrupts the Status Quo with the Purest Water Formed from Air
A1R Water Disrupts the Status Quo with the Purest Water Formed from Air A1R Water has No Groundwater Contamination and No Impact on Freshwater Aquifers Traditional Water Sources Atmospheric Water Generation will Drive the Next Generation of Scalable, Quality Water Production Springs: Aquifers: Propr
Slide 10: Fully Developed, Industry-Leading Technology
Fully Developed, Industry-Leading Technology A1R Water’s Proven Technology: Supplies Large Scale Bottling Facilities for Premium Atmospheric Water Regions / geographies worldwide 1L Glass – Luxury Pack Still 20-43°C temperatures (63-104°F) 16oz Aluminum 500ml & 1L Glass 25-100% relative humidity Spa
Slide 11: Unique Partnership with Southern Glazer's Wine & Spirits Provides Unique Advantage in Distribution
Unique Partnership with Southern Glazer’s Wine & Spirits Provides Unique Advantage in Distribution X Southern Glazer’s Wine & Spirits (SGWS) Comprehensive Financial & Strategic Partnership • The preeminent and largest distributor of wine, spirits, and non-alcoholic beverages in North America Success
Slide 12: Sports Marketing Partnerships Are Accelerating A1R Water's Visibility
Sports Marketing Partnerships Are Accelerating A1R Water’s Visibility X X Official Water of the Miami HEAT Official Water of the Inter Miami CF NBA’s first team to harness Air-to-Water technology MLS’ first team to harness Air-to-Water technology • A1R Water is selling 16oz cans of still and sparkli
Slide 13: Near-Term Roll-Out Expected to Scale Revenue at Industry-Leading Margins
Near-Term Roll-Out Expected to Scale Revenue at Industry-Leading Margins South Florida Facility Economics Act as a Profitable Blueprint for Expansion Across Multiple Facilities* ($ in '000s, except per L figures) Low Case Base Case High Case Production Machines 54 54 54 Avg. Production per Machine (
Slide 14: New and Growing Beverage Categories Frequently Exit for Billions
New and Growing Beverage Categories Frequently Exit for Billions Public Comps Beverage / Bottled Water Water Infrastructure / Technology EV / 2027E Revenue: EV / 2027E Revenue: 3.0x 3.4x EV / 2027E EBITDA: EV / 2027E EBITDA: 11.3x 13.2x Recent Exit Multiples Completed Enterprise Revenue at Completed
Slide 15: Opportunity to Expand from Consumer to Industrial Markets
Opportunity to Expand from Consumer to Industrial Markets A1R … Fleet Presents Massive Growth Opportunities Across Consumer and Industrial Markets A1R30 A1R100 A1R1000 A1R3000 Applications: Applications: Applications: Applications: Schools, offices, Resorts, airports, High-traffic outdoor areas, Dis
Slide 16: Revised Deal Valuation of $200M Competitively Prices A1R Water for Investors
Revised Deal Valuation of $200M Competitively Prices A1R Water for Investors and Positions it for Massive Upsize $96.0M PIPE Further Upsized to Support Further Expansion & Establish A1R Water as an Industry Leader Additional Capital to Competitive Stock Massive Upside Alignment through Drive Sustain
Slide 17: Transaction Summary
Transaction Summary Transaction Highlights Illustrative Ownership at Close ($M except per share values) ➢ A1R Water is valued at $200M pre-money equity value Shareholder Pro Forma Shares (M) Ownership (%) A1R Water Rollover(1) 20.0 29.6% ➢ Combined company has secured $96M in committed capital, anch
Slide 18: Appendix
ALR water Appendix
Slide 19: Supported by a Board with Extensive Industry Experience and SPAC Sponsor
Supported by a Board with Extensive Industry Experience and SPAC Sponsor with a Track Record of Success Pete Carr Andrea Mollica Peter McDonough Matthew Hurn Jennifer Chaplin Tolkin Chief Executive Officer, Air Water General Partner, Tau Capital Founder, McDonough Advisory Executive Director, Mubada
Slide 20: A1R Water's Proprietary Revolutionary Technology
A1R Water’s Proprietary Revolutionary Technology A1R Water Air-to-Water System Engineered for demanding environments, A1R Water converts atmospheric humidity into high-quality drinking water A1R Water adheres to international water standards to ensure quality and peace of mind – creating high-qualit
Slide 21: A1R Water System Architecture & Key Advantages
A1R Water System Architecture & Key Advantages Differentiated by Design Advanced Alpha Airflow system allows A1R Water to control factors that increase condensation efficiency and water production: temperature, humidity, and air flow 1 State-of-the-art filtration system 2 Fully thermosealed heat exc
Slide 22: Strong Consumer Feedback for A1R Water Brand
Strong Consumer Feedback for A1R Water Brand A1R Water is a Truly Unique Product in a Crowded Market A1R Water is Innovative A1R Water Description Rated 8-10 on a 10-point scale New and Different Very New and Different 80% 59% Compared with Somewhat New and Different cryptocurrency (66%) and Starbuc
Slide 23: Risk Factors
Risk Factors Risk Factors All references to the “company,” “we,” “us” or “our” refer to Air Water Ventures Holdings Limited and its consolidated entities prior to the Business Combination and refer to Air Water Ventures Limited, a Cayman Islands exempted company and its subsidiaries (including Air W
Slide 24: Risk Factors: Legal, Compliance and Regulations
Risk Factors Risks Related to Legal, Compliance and Regulations • The legal and regulatory environment in the jurisdictions in which we operate, changes thereto and our ability to comply with the same could negatively affect our results of operations, adversely affect demand for our products and ser
Slide 25: Risk Factors: Inflection Point and the Business Combination
Risk Factors Risks Related to Inflection Point and the Business Combination (Cont.) • Inflection Point and PubCo will not have any right to make indemnification claims against Air Water for the breach of any representation, warranty or pre-Closing covenant made by Air Water in the Business Combinati
Slide 26: Risk Factors: U.S. Federal Income Taxation
Risk Factors Risks Related to U.S. Federal Income Taxation • If the Second Merger does not qualify as a reorganization under Section 368 of the Code, holders of the Company Ordinary Shares may recognize taxable gain as a result of the exchange of Company Ordinary Shares for PubCo Ordinary Shares, an
Air Water Ventures Holdings Limited (A1R Water) — SPAC Merger (June 2026) on 6ix