Investor Presentation October 2021
INVESTOR PRESENTATION / OCTOBER 2023
INVESTMENT HIGHLIGHTS
01
Large addressable market with unmet needs - the
estimated $600 billion global plastics market is under
regulatory pressure to develop more eco-friendly
solutions, while market penetration of bioplastics is
estimated to be still below 2%.
04 Potential to secure feedstock supplies - strategic
supplier relationship with Braskem is expected to secure
sufficient feedstock to enable Verde to achieve its
expansion plan for most of Year 1 and Year 2.2
6
02 Strong customer interest - Verde's solution has the
potential to address approximately 50% of the plastics
sector with a wide range of applications (i.e., potential
total addressable market of up to $300 billion), supported
by a distribution partnership with Vinmar and a potential
sales pipeline of over $250 million.
First mover advantage with breakthrough technology -
03 Verde has developed PolyEarthylene™, a proprietary
bioresin that Verde believes to have the potential to achieve
a full set of environmental and industry requirements
capable of significant market adoption.
05
Strong unit economics and ROIC – strong margin
business with low operating costs and capital expenditures
expected to deliver operational breakeven, potentially as
early as the beginning of Year 2.2 The unique warrant
structure of TLGY is expected to provide a potential
counterweight to redemption pressure, while having the
potential to generate high returns for existing
shareholders.
06 Verde's skilled management team and TLGY's value-
add - Verde's experienced management team, assisted
by TLGY's deep roots in private equity and operations, is
expected to drive scalable production. TLGY's value-add
includes in-depth due diligence and
attractive transaction terms such as valuation.
1. Grand View Research, Expert Interviews, Verde, TLGY analysis
2. Year 1 represents the 12 month period from T minus six months (T-6) to T plus six months (T+6), where T is the closing date. For example, if the Proposed Transaction were to close on December 31, 2023 then Year 1 would be between July 1, 2023 to June 30, 2024.
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