Clearvue Technologies Ltd. · ASX:CPV
Clearvue Technologies — Investor Presentation (June 2023)
23 slides from Clearvue Technologies's investor presentation, Jun 27, 2023
Slide 1: Investor Presentation
CLEARVUE TECHNOLOGIES LIMITED I n v e s t o r P r e s en t a ti o n ENERGY EFFICIENT | ENERGY GENERATING | CLEAR GLASS
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation has been prepared and issued by ClearVue Technologies Limited (the “Company”) to assist it in informing interested parties about the Company and its progress which is current as at the date of this presentation. This presentation is for information purposes only it
Slide 3: Martin Deil
Martin Deil • Façade industry background • 30+ years in the international façade and architectural envelopes industry • Recently the CEO of Permasteelisa UK, managing 100+ staff, and delivering annual revenues of AUD$285 million for a global company; • Strong focus on the interface between R&D/Desig
Slide 4: How we are set for success
How we are set for success Best Product 10+ years R&D Gen 2 ClearVue glass Integrated Smart Façade The Team Commercial Opportunity 4
Slide 5: Second Generation ClearVuePV Glass
Second Generation ClearVuePV Glass • Reduced embedded carbon (30%) Lighter Low Cost • Double-glazed IGU is 48.5% thinner per Watt Easy • 40% lighter - up to 20kg per square meter Assembly • IGU assembly labor time by 90% with consequent cost savings and increased production outputs • Cost per watt d
Slide 6: A New Range of ClearVue Products
A New Range of ClearVue Products GREENHOUSES SIGNAGE & INFRASTRUCTURE ENVELOPE SOLUTION 6
Slide 7: The ClearVue Board: Industry-Aligned Global Leadership
The ClearVue Board: Industry-Aligned Global Leadership Victor Rosenberg Gerd Hoenicke Chuck Mowrey Jamie Lyford Harry Miller BCom, LLB, LLM(IP), PGradDip IT BCom, MPA Dip Pharm, MPS (SA) BEng Fac Bsci Bus, MBA Non-Executive Non-Exec Director Non-Exec Director Executive Director Company Secretary Cha
Slide 8: Leadership Team
Leadership Team Martin Deil Mr Deil brings a deep knowledge of the international Jamie Lyford IP/tech, commercial and licensing lawyer with 28 Chief Executive façade and architectural envelopes business to Chief Operating years' experience at local, national and overseas Officer ClearVue having spen
Slide 9: Global Demand
Global Demand Local legislation and incentives Behavioural changes. Global BIPV Green = Premium market to reach $83 bln Rental premiums by 2030 Sustainable investments and ESG Global Sustainable Investment Report https://www.gsi- requirements total $35.3 trillion alliance.org/wp-content/uploads/2021
Slide 10: Addressable Markets: Short Term (1-3yrs)
Addressable Markets: Short Term (1-3yrs) Skylights Prefabricated Homes Signage, Bus stops, Community Advertising Infrastructure Product: Skylight Product: Double IGU Product: Single/Double IGU, Product: Double IGU Market size: $5.5bln Market size: $10.8bln Lusoco Signage Market size: $81.7bln CAGR:
Slide 11: Commercialization Strategy
Commercialization Strategy • Licensees • Glass companies will make IGUs • ClearVue is supplying key IP components only • Leverage local relationships, expertise, and standing partnerships • Scalability • Utilize the existing supply chain, and will complement the supply chain with our own production
Slide 12: Global Footprint
Global Footprint Licenses under negotiation / in discussion = 32 United Kingdom Market European Market Chinese Market • Total Number of licenses executed = 5 Under negotiation / in discussion = 3 Under negotiation /in discussion = 4 Under negotiation / Subsidiaries Established Licenses executed = 0
Slide 13: Vision For the Company
Vision For the Company Medium-sized projects, 1-3 years Commercialize completion Large projects 3-5 years Build Industry Confidence Core Global Products Footprint 13
Slide 14: Recent Additional Milestones
RECENT ADDITIONAL MILESTONES
Slide 15: Lusoco IP Acquired
Lusoco IP Acquired • Energy-harvesting technology utilising highly fluorescent inks which can be printed on plastic; • Very similar approach to the ClearVue technology - a complementary technology with many synergies possible; • Signage can self-illuminate for up to 300 hours after 1 day of charging
Slide 16: Murdoch Greenhouse Research
Murdoch Greenhouse Research • An academic paper was recently released for pre-print: Field Performance Monitoring of Energy-Generating High-Transparency Agrivoltaic Glass Windows • 2 years’ worth of greenhouse data was analyzed. Key findings: • relative stability of daily energy outputs throughout s
Slide 17: Glass Performance Day Presentation
Glass Performance Day Presentation • ClearVue's Chief of Chemical Technologies, Dr Jeroen ter Schiphorst and Chief Business Development Officer, Clifton Smyth presented “High-transparency Clear Window-Integrated PV and Agrivoltaics” at the Glass Performance Day - a conference dedicated to the develo
Slide 18: ARC Linkage Grant
ARC Linkage Grant • ClearVue’s research partner Macquarie University was on 20 June 2023 announced as the recipient of a $566,000 Australian Research Council Linkage project grant • 3-year research project “Highly Efficient Solar Window Technology Enabled by Quantum Dots”. • The research team lead b
Slide 19: Luxembourg Installation of ClearVue Glass
Luxembourg Installation of ClearVue Glass • The Building Training Institute (IFSB) committed to the installation of ClearVue glass panels in their headquarters in Luxembourg; • ClearVue was invited to the showcase event dedicated to strategic planning for photovoltaic measures at Luxembourg and atte
Slide 20: Milestones – 2023/2024
Milestones – 2023/2024 Production Generation 2 IGUs Q1-Q2 2024 - ongoing Test Results By the end of 2023 / Q1 2024 London Testing & Compliance Launch Generation 2 IGUs Q2-Q4 2023 Promotion Construction, glass, and façade industries Ongoing 2023 2024 20
Slide 21: Company Profile
Company Profile Capital Structure Share Price Performance (at 26 June 2023) (Jun 2022– 26 Jun 2023) No debt. Ordinary Shares on Issue 217,171,757 Options on Issue 16,050,000 AUD $0.25 exercise price – exp. 22 Dec 2023 – 800,000 AUD $0.1425 exercise price – exp. 11 Jul 2024 – 1,750,000 AUD $0.75 exer
Slide 22: Charles Mowrey @ The Market Herald
Charles Mowrey @ The Market Herald 22
Slide 23: Thank you!
Thank you! Suite 9 / 567 Newcastle Street West Perth, Western Australia 6005 +61 8 9220 9020 [email protected] www.clearvuepv.com Investor Queries: [email protected]
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