Powerhouse Ventures : Strategy Presentation - Investor Webinar

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ASX Release

Powerhouse Ventures Limited

Level 1, Exchange Tower, 530 Little Collins St, Melbourne VIC 3000, Australia (ASX Code: "PVL")

NZ Company No. 1854396 / ARBN 612 076 169

NOTICE OF UPCOMING STRATEGY PRESENTATION

Melbourne, Australia: 20 July 2022

Powerhouse Ventures Limited (PVL or the Company) is pleased to provide the following slides that will be presented in the investor webinar scheduled for Wednesday 20 July 2022 at 4:30pm AEST. Pre-registration is required via the link below or by visiting https://phvl.com.au/webinar/

Registration Link

Sincerely,

James Kruger

Executive Chairman

---ENDS---

Authorised by the Board of Powerhouse Ventures Limited

About Powerhouse Ventures Limited:

Powerhouse is an investment company seeking to advance emerging intellectual property (principally originating from Australian scientists, engineers and institutions) into globally impactful businesses. The focus sectors are Electrification & Decarbonisation, Next Generation Computing, Space technologies, and Healthcare and Wellness.

Powerhouse has an existing active portfolio and strong pipeline of early stage to mature businesses across its focus segments. It has developed a unique network and broad base of skillsets to help its portfolio businesses expand and commercialise.

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PVL Shareholder Webinar

July 2022

Australian Innovation Solving Global Problems

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Executive Summary

	People		Process		Reputation
+	Operational restructure	+	8 new investments	+	Recognition as experts in
	complete	+ AUD 3.1m deployed		commercialisation of IP
		and scaling companies
+	Advisory board established
+	1 portfolio divestment	+	Solid pipeline of
+	Significant network established	+	1 follow-on portfolio investment		investment opportunities

Robust Platform

• Strong cash balance of NZ $4.45m at 30 June 2022
• Annualised operational costs reduced to circa NZ$400k p.a.
• Robust review of Net Tangible Assets constituents quarterly
• Alternative funding structures being evaluated by board to allow expansion of model

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Recent Investment Examples

Global Problem		Global Problem		Global Problem
Coatings & surfaces are the crucial		Aircraft navigation systems cannot		Graphite processing for EVs is
last step in manufacturing often		direct efficient flight paths and		sub-optimal ESG and done wholly
determining levels of performance,		save fuel via two way		in China
emissions and chemical pollutants.		communication
				Innovation
Innovation		Innovation		New processing technology uses
Nanoparticle tech that can improve		Low-cost, low earth orbit satellite		<5% energy, no dangerous
material performance while		constellations to track aircraft and		chemicals but achieves 2x yield
reducing energy consumption,		offer two-way comms		for superior performing graphite
pollution, and manufacturing time
		Value Opportunity		Value Opportunity
Value Opportunity		Become leader in satellite		Become leader in forecast $27bn
Share in USD60.5bn for high		services to aviation industry		2030 market via superior product
performance coatings		globally then expand use cases		at 40% less cost
		(eg Defence)
PVL Uniqueness				PVL Uniqueness
Follow-on to our pre-seed		PVL Uniqueness		Advisory and introductory roles in
investment. Access to Australian		Capital investment and assistance		supply chain - delivering Urbix
corporates		of commercialisation activity		value & entitling investment
		underpinning equity story		access
$400k	$250k	$750k

Global Problem

Quantum computing requires super low temperatures and housing in a full data centre hall

Innovation Nitrogen-vacancies in synthetic diamond enabling qubits to operate in rack mount at room temperature

Value Opportunity

Become defacto Quantum adapter card (QPU) manufacturer like NVIDIA for GPUs or Intel for CPUs

PVL Uniqueness

James Kruger on the QB board, actively assisting with governance and global expansion

$500k

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Investment Process

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Screening for

'Innovation

solving global

problems'

• Has the company identified a scientific / engineering challenge of global scale?
• Can their 'first principles' IP solve this problem significantly better than today's solutions?
• Does the company have an execution plan and the commercial know-how to cross the Valley of Death?

Due

Diligence

(4 Ts)

• Team: MUST have bankable founders with cross discipline approach and respect for finance and passive equity
• Tech: IP freedom to operate
• Traction: Sales pipeline is credible and understanding of sales cycle is consistent with financial model
• TAM: Segmentable & Large

Conviction

in 4 Ts

Typical

ValueInvestment

CreationSize ($250k

to $750k)

Duration

Reward v

Risk

• Risk return scenario analysis conducted. Can it deliver 10x money on Base Case?
• Risk mitigations: What downside and residual IP values are embedded?
• Uplift pathways: Can the company be valuable in multiple ways vs a single moon-shot?

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