Slide 1: Second quarter 2022 presentation
PNPM PURE | second quarter 2022 presentation Bjorn Simonsen, CEO August 25, 2022
Slide 2: Saga Pure in brief
Saga Pure in brief ¥ Listed, green investment company a Unparalleled deal flow We seek out, and invest in, the solutions that contribute to a greener future SAGA “ewes
Slide 3: Combining industrial and financial expertise
Combining industrial and financial expertise AD » Martin Nes Chairman of the Board @ystein Stray Spetalen ‘ Board Member 4 Bjorn Simonsen Espen Lundaas Florian Melcher CEO CFO. Investment Manager Yvonne Litsheim Sandvold Board Member Garil L. Andreassen Board Member Jorgen Festervoll Jergen Kopperst
Slide 4: Our investment approach
Our investment approach Private, early-stage companies Active ownership, help develop companies to success SAGA Gaua> Listed companies Strategic investments (eg., IPOs) Shorter term trades & portfolio management Flexible ticket size From NOK 10-100 million 2) Global reach Significant international n
Slide 5: What we are looking for
What we are looking for Technologies, not assets Early-stage future unicorns Significant environmental impact & growth potential Solutions addressing gaps in the value-chain Relevance in a 100-year perspective Preferably strategic match with current investments SAGA SUN
Slide 6: Q2 highlights
Q2 highlights 1379 MNOK 17.8% 674 MNOK Net profit from Return on equity Cash balance operations YTD SAGA @RauiNs
Slide 7: Developments during and after the quarter
Developments during and after the quarter - 6 ow HYON signed collaboration Bergen Carbon Solutions Bought 770,000 shares in Paid 0.1 NOK/share in agreement with MITSUI launched new carbon Heimdall Power for NOK 177 dividends, amounting to exploring joint opportunities nanotube product, opening up mi
Slide 8: Investment space
Investment space SyNWeyS PURE
Slide 9: Renewable energy
Renewable energy + Global electricity grid investments were close to Annual investments in electricity networks, USD 290 billion in 2027 2016-2020 and 2026-2030 in IEA’s Net Zero Scenario! + Toreach Net Zero Emissions by 2050, global grid USD billion investments need to almost triple by 2030! + Atth
Slide 10: Circular economy
Circular economy With all circular solutions in place, 9% would still end up in landfill and/or incineration and 27% of today's GHG will still remain! Unsolved challenges related to plastics recycling: + Production of micro plastics when shredding and sorting + Purity of waste + Pyrolysis reactors’
Slide 11: Carbon capture and CO2 emissions
CO, * Energy-related CO,-emissions made a rebound in 2021 to just Most CO, stored: some utilised beyond pre-pandemic levels to 36.3 gigatonnes (Gt)! CO, end of life in 2050, GtCO,/year * Main focus for CCS is currently cement production, waste incineration and hydrogen/ammonia production + Use of ca
Slide 12: Hydrogen
Hydrogen Deliveries of fuel cells passed the 2 GW-mark in 2021! + Inline with historical development for wind and solar EU-targets having 10 million tonnes of domestic green hydrogen production and 10 million tonnes of imported hydrogen by 2030 - equals >100 GW of electrolyser capacity only in Europ
Slide 13: Maritime
Maritime * Maritime sector needs to be at 5% zero emission fuels by 2030 Alternative Fuel Capable vessels ordered! to enable decarbonization in line with Paris goals! Units ordered per year + Phase-in of shipping in EU's ETS is expected to have a significant impact on design and operations of all sh
Slide 14: Ammonia
Ammonia * Expected ammonia demand is being forecasted to reach 700 million tonnes by 2050, more than tripling current volumes! * Low-carbon (blue) ammonia is already on par with fossil energy content (given CO2 price of USD 60 - 90 per tonne) and renewable (green) is expected to follow, currently ne
Slide 15: Investment highlights
Investment highlights SPNePN PURE
Slide 16: Horisont Energi
Horisont Energi SS Horisont energi Horisont Energi is a Norwegian energy company focused on developing clean (blue and green) ammonia for energy export and innovative carbon transport and storage solutions. OWNERSHIP SHARE AND INVOLVEMENT ~10% ownership share and board position(Chair) HIGHLIGTS + Mo
Slide 17: Bergen Carbon Solutions
Bergen Carbon Solutions wes CARBON \../ SOLUTIONS Bergen Carbon Solutions have developed a technology to produce carbon nano fibers (CNF) from CO, at a fraction of the energy consumption of conventional production methods, without any associated emissions. CNF can be used to significantly increase c
Slide 18: Heimdall Power
Heimdall Power HEIMDALL Heimdall Power provides realtime data about available capacity and the health of the power grid through a combination of software, sensors and Al, enabling increased capacity, efficiency and reliability OWNERSHIP SHARE AND INVOLVEMENT 22% ownership share and board position! H
Slide 19: IC Technology
IC Technology IC Technology (ICT) is developing fuel- and storage solutions for liquid hydrogen. ICT is targeting the maritime market and the proprietary technology is applicable also for other cryogenic fuels. OWNERSHIP SHARE AND INVOLVEMENT 32.6% ownership share and board position HIGHLIGTS + Prod
Slide 20: Hyon
Hyon Hyon develops high-capacity hydrogen fueling solutions for the maritime sector, starting with compressed hydrogen. . Strong ownership through Saga Pure, Nel and Norwegian Hydrogen as majority shareholders. OWNERSHIP SHARE AND INVOLVEMENT 17.6% ownership share and board position HIGHLIGTS + Prog
Slide 21: Summary and outlook
summary and outlook SPCR PURE |
Slide 22: Outlook: Accelerated, turbulent green growth
Outlook: Accelerated, turbulent green growth J Renewable energy deployment grows faster due to energy- independence initiatives AX Evaluating a number of investments in companies that can take a leading position in their field SAGA SUN Increasing consciousness and focus around eco-friendly solutions
Slide 23: RP NePe PURE |
RP NePe PURE | seek and undestroy