Jericho Energy Ventures Inc · TSXV:JEV
Jericho Energy Ventures — Investor Presentation (October 2021)
30 slides from Jericho Energy Ventures's investor presentation, October 2021
Slide 1: Advancing the Low-Carbon Energy Transition
ADVANCING THE LOW-CARBON ENERGY TRANSITION
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT • Presentation and Reader Advisory This confidential company overview presentation has been prepared by Jericho Energy Ventures (together with its affiliates, “JEV”) solely for informational purposes. This presentation includes certain statements that may be deemed forward-
Slide 3: What We Do / Our Vision
What We Do Our Vision Developing high growth technology JEV envisions a transition towards affordable, companies across the hydrogen value chain accessible and resilient clean energy and searching for technologies to address industry’s pain points Meeting today’s demands whiles solving tomorrow’s cl
Slide 4: Investing in the Energy Transition
INVESTING IN THE ENERGY TRANSITION What We Look For Commercialization with Technology Co. with Large and Growing Global Identified Market Disruptive Product Market Applications Identify pre or early-revenue > 70 national H2 strategies with Rigorous technical due growth companies with game- surge in
Slide 5: What Is the Value of Our Strategy?
WHAT IS THE VALUE OF OUR STRATEGY? Privileged, early access to Seed Stage and Series A energy transition technology companies with high impact and upside (looking for 5-10x + potential returns) JEV’s deep technical experts clearly identify and understand upfront technology risks: JEV helps develop a
Slide 6: How Do We Implement Strategy?
HOW DO WE IMPLEMENT STRATEGY? Two Investment Pathways to Accomplish Strategic Goals Manner by which JEV will invest depends on certain Company criteria Standalone Venture Internal Incubation Company Strategic Co-Investors ‘Product Idea’ Stage Seasoned Leadership Lack of Customer Conversion Strong Te
Slide 7: JEV Hydrogen Value Chain
JEV HYDROGEN VALUE CHAIN • Leading Technologies across H2 Production, Storage and Applications with Advantaged Economics • The Green Hydrogen Solution Provider through our Portfolio Investment Approach • Ability to offer end-to-end or tailored hydrogen solutions to the marketplace – serving customer
Slide 8: JEV's Hydrogen Value Chain Solutions
JEV’S HYDROGEN VALUE CHAIN SOLUTIONS Critical Hydrogen Technologies Hydrogen Generation and Enabling Technologies Hydrogen-Based Application Technologies Low-Cost AI-Driven Zero Emissions Electrolyser Electro-Catalyst Hydrogen Discovery Boiler Co-Led Minority Co-Led Minority OWNED BY JEV Investment
Slide 9: Why Hydrogen
WHY HYDROGEN Hydrogen is a clean molecule set to decarbonize our energy needs… Hydrogen (H2) – An Advantaged Molecule: • Most abundant and simple element in the universe, colorless and odorless • Clean-burning, zero emission fuel for storing and releasing energy and to be used as a feedstock always
Slide 10: The Energy Transition: Resilient and Low-Carbon
THE ENERGY TRANSITION: RESILIENT AND LOW-CARBON Government and Public Policy Countries that have adopted the Paris Climate Accord Largest Economies have announced Net Zero Carbon Emissions targets (U.S. China, Japan, EU) Degree Limit on Global Temperature Increase (vs. pre-industrial) Trillion Corpo
Slide 11: Jericho Energy Ventures
JERICHO ENERGY VENTURES Macro tailwinds, driving trillions in capital flows… …Encouraging Investment in Decarbonization Solutions • Jericho Energy Ventures envisions a transition towards affordable, • H2 is an advantaged clean molecule with a large and growing global accessible and resilient clean e
Slide 12: Advancing the Low-Carbon Energy Transition
ADVANCING THE LOW-CARBON ENERGY TRANSITION
Slide 13: Disrupting the C&I Boiler Market
DISRUPTING THE C&I BOILER MARKET Problem with Traditional Commercial & Industrial Boiler Systems¹ 25% 35% >85% 40-80% Price Volatility Carbon Intensive GHG Emissions Aged & Inefficient Average Monthly Percentage of Industrial Percentage of Industrial Efficiencies across Historical Price Volatility B
Slide 14: Industrial Boiler Market
INDUSTRIAL BOILER MARKET • 37% of fossil fuels burned for Industrial Utilization in the US is to produce steam $14bn Annually • Global heating and steam markets account for >15% of all CO2 emissions $28bn Commercial • Replacing carbon-emitting boilers with a zero-emission hydrogen boiler is an Annua
Slide 15: The DCC - A Bold Step in the Evolution of Hydrogen Technology
THE DCC™ - A BOLD STEP IN THE EVOLUTION OF HYDROGEN TECHNOLOGY >97% Zero 100% Total Water Fuel Emissions Efficiency Recycled Chemical Reaction Solution 2,804o First principles: the most efficient way to convert H2 and O2 into high-temperature steam NO SMOKE STACK • cleanH2steam DCC™ boiler is HT’s p
Slide 16: Patented Technology Moat
PATENTED TECHNOLOGY MOAT • Water immediately flashes to superheated steam in this 5,080oF / 2,804oC environment, encountering the boiler tubes, v effectively transferring heat to the boiler shell to create cycle steam for heat and power v v v v • Conventional systems utilize the flame (burning in th
Slide 17: Zero Emissions Energy Solution
ZERO EMISSIONS ENERGY SOLUTION CO2 Emissions (lbs / MMBtu) • Breakthrough high-temperature boiler that enables zero-emissions hydrogen to generate heat, steam and Combined Heat & Power (“CHP”) • Water is the only by-product ZERO-EMISSION • No air permit required • 30% greater efficiency than traditi
Slide 18: Energy Efficiency Illustration
ENERGY EFFICIENCY ILLUSTRATION Standard 60% Waste Heat rejected as GHG Hydrogen-Based ZERO Emissions Solution… Power Plant¹ emissions District ZERO GHG EMISSIONS Energy / Combined 40% Useful Energy Heat & 100% Fuel Input Produced for Electricity Power Plant 71% Useful Energy Produced for district he
Slide 19: Growth Drivers – ESG & Public Policy
GROWTH DRIVERS – ESG & PUBLIC POLICY Net Zero Goals Carbon Pricing Stringent Policy Governments and corporates are driving to Over 64 carbon pricing initiatives have been Many countries and local jurisdictions are reach their Net Zero objectives by 2030 and implemented or scheduled outright banning
Slide 20: Business Model
BUSINESS MODEL Current and Future Business Lines Meeting Our Customer’s Needs Technology Sales Steam Sales Manufacturer and Provider of hydrogen boiler Seller of Steam as a Service solutions • Sell and install cleanH2steam DCC™ • Future: Develop, finance and own Thermal hydrogen boilers to customers
Slide 21: Managed Pipeline Across Markets
MANAGED PIPELINE ACROSS MARKETS 14+ 40MWe Clients Engaged Sales Pipeline Food & Consumer Chemicals Global EPC Agriculture Beverage Products ¹ Pipeline Data as of 3/31/2021; Sales Pipeline includes client engagement with technical exchanges and non-binding quotes; there is no guarantee pipeline 21 cl
Slide 22: Advancing the Low-Carbon Energy Transition
ADVANCING THE LOW-CARBON ENERGY TRANSITION
Slide 23: H2U: Strategic Rationale
H2U: STRATEGIC RATIONALE Catalysts Underpin the Hydrogen Economy • Electrolysers and fuel cells rely on expensive and supply-constrained precious metal catalysts, primarily Platinum Group Metals (PGMs) like Platinum and Iridium • Catalysts are materials used in small quantities to initiate and accel
Slide 24: Electrocatalyst Discovery
ELECTROCATALYST DISCOVERY 2 H2U Technologies: Catalyst Discovery Synthesize • Caltech spin-out startup using AI-driven chemistry to catalyze the Hydrogen Economy • Caltech scientists awarded $122M from DOE - IP licensed exclusively to H2U • 30+ patents developed over 10 years – exclusive to H2U • H2
Slide 25: Low-Cost PEM Electrolyser
LOW-COST PEM ELECTROLYSER H2U Technologies: Gramme 50 PEM Electrolyser • Gramme 50 Gen 1.0 focuses on innovations in sub-components, DfM methods and processes including: • Automated catalyst coated membrane (CCM) coating • Integrated membrane electrode assembly (MEA) seal and frame • Plasma nitridin
Slide 26: H2U's Business Model
H2U’S BUSINESS MODEL H2U Partners Customers MEA, Manufacturing Existing PEM value chain Catalyst Proprietary Discovery catalysts Engine Gramme 50 EPC, BoP - Utilities (Gas/Electric) Electrolyzer - Oil & Gas Business Development Opportunities Already Signed Up with SoCalGas (Electrolyser Development)
Slide 27: Appendix
APPENDIX .
Slide 28: Management and Advisors
MANAGEMENT AND ADVISORS Brian Williamson Ben Holman Ryan Breen Jourdan Urbach CEO CFO Head of Corporate Strategy Senior Technical Advisor • Spent 20+ years at various financial • Experienced financial leader with 18 years • Drives company-wide strategy focused on • Most recently worked at McKinsey &
Slide 29: Market Highlights
MARKET HIGHLIGHTS JEV by the Numbers • TSX.V: JEV • FRA: JLM0 • OTC PINK: JROOF • Shares Issued & Outstanding – 220,400,000 • Warrants – 16,000,000 • Options – 16,700,000 • Market Cap (CDN) – $130,036,000 • Closing Price as of October 1st, 2021 (CDN) – $0.59 29
Slide 30: How the DCC Works
HOW THE DCCTM WORKS Simplified Process Overview 1 2 3 4 5 Renewable Electrolyser: On-Site Storage cleanH2steam DCC™ Boiler Commercial, Energy Splits Water by serving as on Output: Zero-Emissions on- Industrial & or Electric Current demand fuel demand heat and steam at Power Grid Power required specs
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