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THE EVOLUTION OF CLEANTECH
ENERGY AND RESOURCE EFFICIENCY: CAPITAL LIGHT + HIGH IMPACT
Lumeron
8%
20%
37%
14%
21,2%
23,1%
44%
1,0%
3,3%
9,3%
12,9%
2,4%
14,3%
4%
10,0%
Capital light, smart, high impact businesses within the cleantech universe
ENERGY & WATER INTERNET OF THINGS SUSTAINABLE LIVING SHARED ECONOMY
OUR INVESTMENT FOCUS
GLOBAL ENERGY & RESOURCE EFFICENCY
INVESTORS, ENTREPENEURS, DOERS
- Grown companies as entrepreneurs and investors
- Raised a total of approximately €180 million in funding
- Successfully exited investments and our own companies
WHAT WE DO
Get the money
Always remember to get the money
Never forget to always remember to get the money
“The three most important things a manager does,” - Alice Cooper manager Shep Gordon
PORTFOLIO COMPANIES
20%
Electricity Self Sufficiency
Worth knowing… 2014 growth +177%, Profitable @ 1MEUR Sales 2015 order intake 7.4MEUR whereof 4.5MEUR to be delivered during this year >20 MEUR Order pipeline, 400 MEUR Offer Base
Market gap in small scale electricity production Requires low maintenace and
installation thresholds
Integrates different types of power sources into hybrid power plants Turn-key out of box grid quality
power from any renewable source Complete power plant in 12 weeks
20%
44%
Compressed air savings as a service
Worth knowing…• First project delivered in 2014, 800kEUR annual verified savings• 4 projects signed with expected revenue 3.3–5.3 MEUR over 3
years• Big pipeline, in discussion with over 20 new energy saving
customers in Europe and China, most with >MEUR 1 revenue expectancy for Enersize
Cuts compressed air energy costs by 15-35%• Software and IoT sensor networks
to manage consumption • Sold as revenue sharing service • 10x project ROI
44%
20 Bn EUR market in compressed air inefficiencies• Focus: China + Europe
8%
Amazon user experience at eBay item cost
Swap makes it easy, affordable and safe for buyers and sellers Acting as the trusted middleman
and distribution center Proven ability to generate
margins even from low priced items
8%
Internet Resale of used items inconvenient, risky and requires separate shipping and seller interaction for every single item Used and outgrown Kid’s item
>$30 BN market in US alone
Worth knowing… Average growth 17% month on month for 2 years Margins improved further with higher commission model Just moved to new 3 hectare size fulfillment center to enable 160MUSD
annual revenue
GROWTH 2013–2014 - H1 2015 ALREADY +17%
A PARADIGM SHIFT THAT NEVER HAPPENED… OR DID IT?
2010 20152000 2020
$30,000
$10,000
EV Battery Cost
2005
$/kWh
$30
$10
2005 2010
Solar Electricity Cost
$20
Nuclear Energy
20152000 2020
Natural Gas
$/kWh
BandwidthDown 10x
Sensor cost
Down 3x
ProcessingPower
Down 4x
DRASTIC COST REDUCTIONS AND MARKET ADAPTION RATES
Wind power now cheapest electricity to produce in both Germany and the U.K. without government subsidies
2010 20152000 2020
10,000
5,000
Registred EV´s (UK)
2005
1,000
Half of all new built power generation in 2014 was hydro, solar, wind and bioenergy
China grants no new coal-power plants for the next 3 years, US unexpectedly prolongs solar tax rebate deal, Japan considering CO2 trading scheme…
“The worst structural crisis in the history of energy supply”
Peter Terium, CEO, RWE
A PARADIGM SHIFT THAT NEVER HAPPENED… OR DID IT?
3 IPO´s & 3 Trade SalesPortfolio of 15 high growth performers
Listed in multiple countriesThe leading European Cleantech
Accelerator
BY 2017
SUMMARYStrong performance several high
growth performers with substantial revenues
Very high potential for short term value growth of portfolio
Unparalleled Nordic Dealflow
3,3%
Electric car charging made easy
Worth knowing… Order from one of the bigger fuel-card providers 2015 Europes leading location finder and payment solution for car charging >15 000 charging stations
Electric Car sales boomingNon organized and fractioned charging market Lack of easily accessible charging
outlets
Electric Car charging made easy Charging stations finder app Payment system across utilities Making it more accessible than
filling up with fossil fuel…
3,3%
Building Energy efficency made easy
Worth knowing… Sales tripled 2013-2014 New buidlings in system doubled H12015
compared to H1 2014 100 buildings now, 500 end of year
Energy use in real estate is poorly managed
Big savings to be made from efficient building energy management No wide spread active energy
management system for buildings
Cloud based energy management system Data aggregation for easy and
direct executive control Property owners can outsource
all reporting and energy management needs
37%
Protecting Performance
Worth knowing…Annual savings of several million euros per gas turbine have been achieved and verified at customer sites
Electricity from gas huge market >30% of US electricity natural gas>20% of world’s primary energy use is natural gas
A dirty gas turbine generates 1000 000 EUR less electricity per year. Every year.
Eagle Filters improves the capacity of gas fired power plants with super efficient air filtering solutions.
10,0%
World most efficient solar thermal collectors
Worth knowing… Revenue H1 2015 1.5 times the full year 2014 Expected to double its installed base next year Trading on Nasdaq, First North
Solar energy best cost alternative to heat water on many markets Heating is 50% of industrial
energy consumption
Life cycle efficiency deciding factor Lack of good looking thermo
solar panels District heating providers want
secure supply of renewable heatingRethinking technology use &
manufacturing methods to outperform competitor products +20% life cycle efficiency Designer consumer solar panels
14%
Particle free water without maintenance
Water as a scarce resource is creating high demand for cost and energy efficient water treatment
Difficult to clean large volume water streams with fine particles Micro Particles prevents efficient
water treatment and cleaning Sedimentation processes are
inefficient and space requiringSelf cleaning high capacity microfilter provides particle free water
without chemicals, maintenance or filter changes
In-line process for space and energy efficency
Very high water volume throughput
23,1%
Worth knowing…- Entered new industrial segment, textile
washing- Mining, power generation and construction
segments with new pilot cases
THANK YOU!