Carbon Streaming Corporation · NEO:NETZ
Carbon Streaming — Investor Presentation (June 2024)
28 slides from Carbon Streaming's investor presentation, June 2024
Slide 1: Accelerating a Net-Zero Future
Accelerating a Net-Zero Future Cboe CA:NETZ | OTCQB:OFSTF | FSE:M2Q JUNE 2024
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 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 Unique Approach to Climate Action Technical and Financial Expertise CO2 Successfully applying partnership funding model to Management team has executed >$2 B of streaming projects in growing voluntary carbon market agr
Slide 4: Diverse, High-Integrity Carbon Credit Portfolio
Diverse, High-Integrity Carbon Credit Portfolio 2 3 P R O J E C T S i n 1 4 S T R E A M S & R O YA LT I E S c o v e r i n g 8 P R O J E C T T Y P E S a c r o s s 1 2 C O U N T R I E S Sustainable Community Waverly Biochar Virginia, United States Quebec & Ontario, Canada 2024E next carbon credit deli
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 $ 7 2 3 M I L L I O N I N 2 0 2 3 1 ! Stakeholder Pressure: Pressure from customers, asset Voluntary Credit Demand Scenarios in 2030 and 20501 managers and stakeholder
Slide 7: Voluntary Carbon Credits
Voluntary Carbon Credits Voluntary Carbon Markets by PUTTING A PRICE ON EMISSIONS 6% Project Category1 9% Forestry & land use (35%) Carbon Credit 10% 35% Renewable energy (28%) also known as a carbon offset Chemical processes / Industrial manufacturing (12%) 12% CO2 Household / Community devices (10
Slide 8: Prices in the Carbon Markets
Prices in the Carbon Markets R E D D + P R I C ES H AVE R ECOVE R E D F RO M LOWS S E E N I N S UM M E R O F 2023 EU ETS Compliance Market1 Voluntary Carbon Markets2 EUR / t CO2e US$ / t CO2e € 120 $18 $16 € 100 $14 € 80 $12 $10 € 60 $8 € 40 $6 $4 € 20 $2 €- $- May/21 May/23 May/22 May/24 Sep/21 Sep
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: Azuero Reforestation
Azuero Reforestation G R O U N D - B R E A K I N G C O L L A B O R AT I O N O N O N E O F T H E L A R G E S T N AT U R E - B A S E D R E M O VA L S D E A L S Partner Ponterra Ltd. • Large nature-based carbon removals project fully financed by Carbon Streaming, Microsoft and Rubicon Carbon under stre
Slide 14: 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 $3.53 million for Sheep Creek Reforestation, the first stream under an up to $15 million Pipeline Agreement with Mast Location Montana, USA
Slide 15: Rimba Raya
Rimba Raya1 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 project independently
Slide 16: Community Carbon
Community Carbon BRINGING ENERGY EFFICIENT SOLUTIONS TO MILLIONS IN AFRICA Partner Community Carbon • Diversified portfolio of five climate positive projects located throughout Sub-Sahara Africa that alleviate energy poverty Location Uganda, Mozambique, Tanzania and Malawi while working to protect a
Slide 17: 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 18: Carbon Streaming Portfolio
Carbon Streaming Portfolio DIVERSIFIED PORTFOLIO COVERING 24 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 47.7 M 58% Warrants 33.2 M 40% 1.01x Options 1.2 M 2% 0.94x 0.91x Fully-diluted Share Capital 82.1 M 100% 0.75x 2 Market Capitalization C$53
Slide 21: Investment Highlights
Investment Highlights CO2 Unique Near-Term Technical & True ESG Approach to Organic Financial Impact Climate Action Growth Expertise Investing Milestones Achieved & Outlook ✓ 2023A: First carbon credits received from stream and royalty portfolio ✓ 2023A: First carbon credit sales from streams & firs
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 Christian Milau Olivier Garret Kristen Kleiman Interim CEO Chairman and Corporate
Slide 24: Key Milestones
Key Milestones Magdalena Bay Blue Carbon First carbon credit Waverly Azuero stream announced Biochar Reforestation Company raises Nalgonda Rice Company Feather River US$105M in July 2021 Farming receives first Reforestation carbon credits Stock Begins Trading from streams on the Cboe Exchange (Cboe
Slide 25: Carbon Credit Streaming and Royalty Agreements
Carbon Credit Streaming and Royalty Agreements Expected Initial Total Upfront Stream / Royalty Project Description Crediting Period of Registry ID Deposit1 (US$) Stream or Royalty2 SRN REG-11-RE-XI-2022- Rimba Raya Stream One of the world’s first and largest initiatives to protect tropical lowland p
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: 2321 Fairview Street, Suite 206 Burlington, Ontario Canada L7R 2E3
2321 Fairview Street, Suite 206 Burlington, Ontario Canada L7R 2E3 Tel: 647.846.7765 Email: [email protected] Cboe CA:NETZ | OTCQB:OFSTF | FSE:M2Q