CleanCool2010 MeetTheUKCleantechCompanies FinalFeb23

WELCOME
AMEE
Gavin Starks
...EVERY BALANCE SHEET IN THE WORLD HAS A LIABILITY...IT'S ABOUT TO BE PRICED...
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Neutral data-services
Value-added services
Get the price right
kgCO2,N20,CH4,Coke,Siderite...
2
Neutral data services
- Aggregated “carbon” standards (GHG protocol, LCA, Supply Chain, ISO, CDP, etc)
- Strong quality control (as/more accurate than the source)
- Standardised technical integration (the home of “computable standards”)
- Technology ready today, and scaling
Value-added services
- Provides a full audit trail
- Aggregates the inputs (activity and consumption data)
- Benchmarking, analytics
- High confidentiality, data security network: addresses supply-chain
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AMEE - the “Navteq” of environmental standards
Pat Burtis Toby Coppel
Amadeus Capital Partners Non-executive Director
Albert Wenger Gavin Starks

Union Square Ventures Founder, CEO
Mark Jacobsen Andrew Conway

O'Reilly Alphatech Ventures Founder, CSO
Angel investors
George Coehlo Alex Clode Afshin Rabbani The Accelerator Group
(Good Energies) (Bloomberg) (Princeton/Mphasis) (Saul/Robin Klein)
Investment: $Xm (Oct 2008) $5.5m (Jan 2010)

4
AMEE
CHALLENGERS LEADERS
Client
A partner, not a competitor,

to the whole market
Enviance IHS
CA
Enablon
Carbonetworks Hara
CAPABILITIES
SAS
ESS
Grenstone Process MAP
SAP
Cintellate PE International
Carbon Hub
Carbon Hub
Foresite Perillon
Systems
Tradeslot Camco
Verteego
Intelex
Green Oak
Solutions
ENTREPRENEURS SPECIALISTS
MOMENTUM
5
"Leveraging AMEE's
emissions and energy
information, SAS
provides one-touch
Energy and Emissions Management access to the
latest information
Enables SAS' customers to reduce available"
complexity, risk and time associated Jonathan Hornby,
with energy and emission modeling. SAS' Global
Marketing Director
Solution goes beyond basic Performance
inventories by modeling activities, Management.
processes and economic impact of
operations.
Accurate analysis of emissions

can lead to better programs for
managing and reducing them.
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7
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Gavin Starks, CEO
gavin@amee.com
@agentGav
+44 (0) 7931 387 769
9
Aquamarine Power
Martin McAdam
MAKING MARINE RENEWABLE ENERGY MAINSTREAM
MARTIN McADAM, CHIEF EXECUTIVE OFFICER, AQUAMARINE POWER
Aquamarine Power is a technology company that
has developed a product called Oyster which
produces electricity from ocean wave energy.
WHY WAVE ENERGY?
• Vast resource: wave power could produce up to

80,000TWh/year (five times global electricity
consumption)
• Less intermittent, more predictable resource:
wave out of phase - much more predictable than
wind
• As the renewable energy mix diversifies, issues
of intermittency and stability are reduced
GLOBAL MARKET SIZE
• $190bn - global Oyster

market
• 45GW - global Oyster
resource
• 8GW - UK/Irish Oyster
resource
SENIOR MANAGEMENT TEAM
MARTIN MCADAM MATTHIAS HAAG RICHARD ROUND

CHIEF EXECUTIVE OFFICER CHIEF OPERATING OFFICER CHIEF FINANCE OFFICER
> Track record in building > Track record in offshore oil, > 30yrs financial/operational
successful large-scale gas and wind industry experience in renewables, oil &
renewable businesses > Former general manager for gas, coal and mining sectors
> Founder of Airtricity’s North Shell wind energy projects on > Proven track record of raising
American operations, sold to a global basis finance and operating in
E.On in 2007 for $1.2bn > Project managed North Sea developing international
> Proven leadership skills Dutch Offshore Windpark markets
> Formerly of Novera Energy Plc,
one of UK’s leading renewable
energy generators
OYSTER
KEY BENEFITS
• Accessible – generation equipment is onshore – accessible 24/7

• Reliable – conventional hydro-electric power station – proven, reliable
• Survivability – no “survival mode”, naturally ducks under extreme waves
and keeps generating
• High capture factor – uniform wave direction, amplified surge forces
• Economies of scale – one generator, multiple flaps & low cost
fabrication
• Low weight to power ratio - compared to alternatives, including offshore
wind
OYSTER
PROJECT MILESTONES
• Oyster 1 Project – 315kW demonstrator successfully installed and grid-

connected at European Marine Energy Centre (EMEC) in Orkney,
October 2009
• Oyster 2 Project – 2.5MW device - on schedule for 2011
• Oyster 3 Project – 10MW development on track– commissioning 2012-
13
• $8m grant funding from UK government in 2010 for Oyster 2
• Expected lease for first 200MW wave farm site – Q1 2010
OYSTER ECONOMICS – REDUCED COST OF POWER
INCOME STREAMS
> Programme of site development

activities will create fully consented
sites from 2012
> Consented sites will provide pull-
through for Oyster sales and
generate revenue through sale of site
to JV partner
> Projected revenue from sale of sites
£11m in 2012 and £15m in 2013
> Further income stream generated
through commercial site
development consultancy services
MARTIN MCADAM
CHIEF EXECUTIVE OFFICER
AQUAMARINE POWER
10 ST ANDREW SQUARE
EDINBURGH
EH2 2AF
UNITED KINGDOM
Tel: +44 131 718 6611

Fax: +44 131 718 6100
Mobile: +44 7590 350100
Email: martin.mcadam@aquamarinepower.com
Web: www.aquamarinepower.com
Artemis Intelligent
Power Ltd
Dr Niall Caldwell
“Leading hydraulic power into the digital age”
Dr Niall Caldwell
Director & Senior Engineer
Hydraulic power
 Compact and powerful

 Tolerance to shock and harsh environments
 Continuous control - no gearshifts
 Low cost vs. electric drives
 Poor energy efficiency Blocks application to bigger markets

 High-frequency noise
 Difficult to computer control Keeps hydraulics in a shrinking niche
Hydraulic power… for the digital age
Digital Displacement®
 Controlled by ultra-fast digital valves
 Robust simple mechanism
 Direct digital control
 Very high power and torque in a compact package

 Tolerance to shock and harsh environments
 Continuous control - no gearshifts
 Low cost vs. electric drives
 Efficiency as good as electric motors Disruptive to existing market

 No high-frequency noise
Unlocks new markets
 Digital control built-in
 Edinburgh, Scotland
 25 employees; 5 Phds
Innovator of the Year
 Sparked by research on wave power at
University of Edinburgh Patents
 Licensing business model Granted: 19 patents (8 families)
 Supporting licensees from concept to product Applications: 33 new families
Our journey…
200kW …scaling up
On-road hydraulic hybrids
…to the BIG
• Series hybrid with regen braking challenge
• Proven to use less than half the fuel in the urban cycle
• Proven to have no high-frequency noise
• Promises much lower cost than equivalent electric hybrid…
10
making hybrids an economic choice, not a lifestyle choice 20
• Also applicable to heavy vehicles
09
20
08
20
007
2
06
20
05 50kW
20
Off-road work vehicles
04 • Claims validated by licensee in their labs
20
• Proven fuel consumption reduction of 30% in a vehicle demonstrator
• Artemis now supporting a product development team in Germany
Lowering the cost of wind power
• Heavy
Gearbox • Unreliable Power
• Expensive electronics
Our solution
 A Digital Displacement® Wind Turbine Transmission

 Half the weight
 Half the cost
 Syncronous generation Digital Displacement ®
pump (low speed)
 On-board energy storage
 Servicable design
Digital Displacement ®
motors (high speed)
Synchronous generators
Next step:
Let’s prove it!

3 Edgefield Industrial Estate  +44 131 516 8606
Loanhead
Fax +44 131 516 8608
Midlothian
EH20 9TB  n.caldwell@artemisip.com
 www.artemisip.com
Breathing Buildings Ltd
Shaun Fitzgerald
Shaun Fitzgerald
Managing Director
Copyright 2010 – not to be distributed or shared with 3rd parties without prior permission of Breathing Buildings
The built environment
• Consumes about 50% of
energy produced (transport
25% and industry 25%)
• Nearly 50% of CO2
emissions in the UK are
caused by building,
maintaining and occupying
buildings
• Improvement in building
efficiency key to meeting
CO2 targets (White Paper
2003) Source: Foster and Partners
Building energy use
Naturally ventilated buildings preferred
owing to lower energy usage but …
Drafts in winter 
leads to inadequate
ventilation
Too hot in summer!
Wasted energy in
winter!
Conventional displacement ventilation
Need to ensure sufficient hot air out to keep
maximum temperature to 26C
Cold Air In Needs Preheating

University of Cambridge
e-stack winter ventilation patent pending
Cold fresh air Hot CO2 rich air
Mixing
ventilation
when outside
T <18C
Mix incoming cold air with hot classroom air

Air into classroom pre-heated by heat gains in space
Removes requirement for pre-heating with radiators
e-stack summer day ventilation
displacement ventilation Fan-assisted on hottest
when outside T >18C days
Cross flow ventilation helps provide fresh air

and cooling to all of classroom
Energy comparisons
9
7
Heating Energy (kW)
6
Conventional displacement
Conventional displacement ventilation ventilation
5
1
e-stack ventilation
e-stack ventilation
0
-5 0 5 Ext T 10 15 20
Ext T
During classroom occupation, heating loads
Conventional ventilation ~ 80-90 kWh/m2/yr
E-stack ventilation ~ 5-10 kWh/m2/yr
Heating energy savings 70-85 kWh/m2/yr, reducing
total consumption from 135 to 50-65 kWh/m2/yr
Technology
A controlled ventilation
system comprising …
• Proprietary stack with integral

fans and actuated damper
• Controller
• Temp + CO2 sensors
Awards
Rushlight Energy Minimisation Award 2009 – Winner
iawards Places to Live and Work 2009 – Winner
Interbuild BSF Best M&E Innovation of the Year 2009 – Winner
Cambridge Evening News Business Excellence Awards 2009, Innovation – Winner
EEEGR Innovation Awards 2008 – Winner
EEEGR Low Carbon Award 2008 – Winner
Euromoney and Ernst & Young Global Renewable Energy Awards 2008, Most
Enterprising New Market Entrant – Winner
Carbon Trust funded multi-e-stack project at Unity College 2006-2008
1400
1200
1000
800
CO2a
600
400
200
0
08/10/2006 00:00 10/10/2006 00:00 12/10/2006 00:00 14/10/2006 00:00 16/10/2006 00:00 18/10/2006 00:00 20/10/2006 00:00
Monkseaton,
Newcastle
Diverse Energy Ltd
Dr Alastair Livesey
Powering telecoms
in growth markets
Dr. Alastair Livesey
Confidential
Current off-grid power solution
 Inefficient  135,000 off-grid towers p.a.

 High maintenance  $12,000,000,000 per annum
 Frequent Replacement  Growing at 12% per annum
 Polluting
 Open to theft
Twin 12kW diesel generators and fuel tank
Confidential
41
Green, Low-cost, Off-grid Solution
The PowerCube®
 Self-contained: easy installation
 Patented Cracker creates Hydrogen
from Ammonia: 80% CO2 reduction
 Fuel Cells = Zero emissions
 High Efficiency = lower cost
 High reliability: in-built redundancy
 Remote monitoring & control
 Trialed by Motorola
Confidential
42
Business Model & Partners
Current Power Solution

Complete
Pre-existing
Diesel Fuelfuel
Infrastructure
Supplier + Self-contained
Diesel
PowerCube®
Generator + Local Installer
& maintenance
• Expensive
• 2 yr pay-back
• Polluting
• 80%
• High
less CO
Theft
2
43
Commercial Summary
Customer Validation
Trialed by Motorola
Engagement with Corporate Marketing
$2.5M Sales Pipeline
Key account engagement with:
Motorola
Orange
Vodafone
Etisalat
Strategic Partnerships
Delivery partners Linde Group/ Afrox
44
Management Team
Trevor Clarke – Executive Chairman

MD of PCL Group plc, leading IT solutions provider, with 750 staff
Sold in 1997; MBO and trade sale (twice); Angel investor in Diverse Energy
Dr. Alastair K. Livesey – Operations Director
20 years energy experience; 12 yrs with Shell; Set up Shell Hydrogen
Serial Intrapreneur; ECD; batteries, H2 storage; $385M PV expansion
Rob Priest – Development Director
Chief mechanic for Gulf Racing – won sports car championship F1-GTR 1996
10 years experience building over 20 clean power systems; CEO AFS Ltd.
Ron Hodkinson – Chief Scientist
30 yrs experience; electric vehicles, fuel cells and power supplies for telecoms
Inventor of the Ammonia cracker; efficient DC:DC converters; CEO FCC Ltd.
Paul Young – Angel Investor – Non-Exec Director - Co-founder of Celtel
34 yrs experience cellular radio; Celltel pioneered mobile in emerging markets
Confidential
45
Investment & Summary
Grants & Awards Profitable in 18 months

• $1,250,000 grants secured Excellent ROI in 3 yrs
• Winner UK Innovation Award
Strong management team
• Supported by the Carbon Trust
Required Investment High growth, high value market
• $4.0M: customer evaluation sales • Beachhead prioritized & identified
• Sales & marketing infrastructure Delivery partnerships in place
• Scale assembly capacity Technology validated by blue chip
Outcome Strong market engagement;
• Profitable in 18 months
• Full sales pipeline
• $24M profit; $62M Sales; Yr 3
46
DIY Kyoto
Richard Woods
Evince Technology Ltd
Gareth Taylor
Diamond Based Power
Electronics Made Real
Gareth Taylor, CEO
Evince Overview
• Founded 2005, development
work started 2008
• Technology origins from NRL

and MIT Lincoln Labs
• Went public with technology in

October 2009
• Early stage industrial

engagement with ABB, Rolls-
Royce, Converteam and Dynex
Strictly Commercial In Confidence - Evince Technology Limited © 2010

Evince Devices Will Replace the Silicon
Power Transistors in All 1MW+
Applications
JUST 1µs AHEAD OF

DISASTER!
• Every $ spent on Si requires $35 of additional hardware

• Typical losses per device at full load 7.5kW

The 1MW+ Power Control Market
• $3b+ device market driving

a $50b+ applications
market
• Includes: power generation,

smart grids, marine drives
and rail traction
• Additional $10b device

opportunity replacing
mechanical alternatives
Why Diamond?
Diamond is the Ultimate

Semiconductor Material

The Evince Solution
Anode
Diamond switches A vacuum analogous but totally

triggered by external solid-state electron device
electron beams
Anode
e- e- e- e- e- e-
e- e- e- e- e- e-
Gate
Cathode
Vacuum cold cathodes Gate
based on carbon nano-
tube emitters
Cathode
An electron device unique to diamond that is inherently:

• High voltage (10’s kV)
• High temperature (400ºC+)
• High frequency (100’s kHz switching speed)
3 Times Simpler to Make Than
A Silicon Device
1
Pattern a metal catalyst
on a diamond surface
Heat diamond in reducing

2 gas to drill field intensifying
surface features
Metallise resulting holes

3 and back contact to
make a Diode e- e- e-
Embed a conductive layer
4 to create a control grid to

yield a Switch e- e- e-

Evince’s 15kV Device Technology
Halves the Cost of Power Control
15kV, 5MW
• Capital cost of a typical 5MW main drive system reduced from

$1.5m to <$0.75m
• Annual savings of >$100k per loco through increased

efficiency
• 50we
“What tonne weightneed
[Alstom] saving
is adue to transformer
15,000V, elimination
200A device. Deliver this and
you will achieve $1.5bn device sales to our sector [traction] alone”
Michel Mermet-Guyennet, Alstom Transport, ECPE SiC
Workshop, Copenhagen, 6-7 Sept 2007

Product Development Roadmap
Diode proof of concept
PHASE 3 PHASE 2 PHASE 1
✔ 10kV, 5mA diode
Diode refinement
10kV, 5A Fast Recovery Diode
EFET
Development
10kV, 25A EFET
Trial device
development
7kV, 50A raw die fast recovery diode pilot product launch
Pilot device scale up
First pilot devices delivered
15kV, 150A, pre-production diode &

EFET
Feb ‘09 Jul ‘09 Jan ‘10 Jul ‘10 Jan ‘11 Jul ‘11 Jan ‘12 Jul ’12

First Product - Fast Recovery
Diode for Si IGBT’s
• Precedent set by
SiC Schottky Si Fast
recovery
diode (1.8kV diode die
max.)
Si IGBT
• Gap in 2kV - die
6.5kV IGBT
market
• Generates ~10%
system cost SiC
savings Schottky
diode die
• $30m - $60m
immediate Si IGBT
potential die
• Product launch Q1
2011 Strictly Commercial In Confidence - Evince Technology Limited © 2010
Management Team
• Dr Gareth Taylor - CEO

• 20 years experience in blue chip
strategic technology and energy
technology consultancy
• Dr Neil Loxley - Chairman
• Proven operational experience in
technology markets
• Successfully taken technology start-up
to UK main list plc
• Tony Lakin - NED
• R&D Director TurboPowerSystems plc
• 35 years experience of power
electronics applications
Financial Forecasts
2015: net profit of $34m on
$90m revenues

Funding Requirement
• $0.8m - Seed funding (May 2008)

• Low Carbon Seed Fund, Imperial Innovations and NorthStar
• $500k - Interim (Now)

• Demonstrate technology vectors, identify early market champions
• $2.5m - Follow-on (Q4 2010)

• Develop device family, refine manufacturing process & make first
product
• $7.5m - Series A (Q1 2012)

• Take IP to pilot manufacture, develop application partners
• $16m - Series B (Q4 2013)

• Scale up manufacture of devices, or exit before this round
Smart Grids - You’ve Still
Got To Move the Power
EVO Electric Ltd
Michael Lamperth
Eur Eng Dr Michael Lampérth
Founder / Chief Technology Officer
© 2009 EVO Electric Ltd

Disclaimer
• This Presentation has been prepared by EVO Electric Ltd solely for information purposes and
nothing in it constitutes an offer to buy or sell any securities (whether of EVO Electric or any other
entity), participate in any transaction or adopt any investment strategy.
• This Presentation is not for publication or distribution in the United States of America or to any US
person within the meaning of Regulation S under the US Securities Act of 1933, as amended (the
"US Securities Act") unless such US person is an "accredited investor" within the meaning of
Regulation D under the US Securities Act. Each US person recipient of this Presentation hereby
confirms that is an accredited investor and has not been the subject of any general solicitation or
advertising in connection with this Presentation and acknowledges that EVO Electric may rely on
such confirmations.
• This Presentation is only a summary and does not contain all of the information that is material to an
investor. Nothing contained in this summary is, or shall be relied upon as, a representation as to
past or future performance. The information contained in this Presentation is confidential.
• This Presentation contains "forward looking statements" which involve subjective judgment and
analysis and are subject to significant uncertainties, risks and contingencies, many of which are
outside the control of, and are unknown to, EVO Electric Ltd. In particular, these forward looking
statements are made only as of the date of this Presentation, assume success of certain business
strategies, and are subject to significant regulatory, business, competitive and economic
uncertainties and risks. Actual future events and/or results may vary materially from the forward
looking statements and assumptions on which they are based. EVO Electric assumes no obligation
to update or revise any forward looking statement to reflect any change in expectations or
underlying assumptions.
© 2009 EVO Electric Ltd 73

Why E-motors?
• Hybridisation & Electrification driving

demand for advanced electric motor &
powertrain technology
• Tight space constraints driving demand for
smaller motors and generators
• Efficiency concerns driving demand for
lighter, high-torque (direct drive) machines
• Weight and space savings needed for
energy storage
• Existing technology has limited scope for
improvement and is too expensive.
Why EVO?
• World class performance

• High power density(>4.2kW/kg)
• High torque density (>10Nm/kg)
• Ultra efficient (>96%)
• Lower weight = Lower material bill = lower cost
• Below US DOE cost targets for 2010 and 2015
• Particularly well suited to mobile applications

• Small footprint & weight facilitates implementation
in existing models
• Enables ultra-efficient, gearless drivetrain
configurations, e.g. DuoDrive
• Modular and scalable design

Competitive positioning
Conventional
Competitor
Axial
Competitor
Axial (low power)
Competitor
(similar power
to EVO)

Why Axial Flux?
Not Utilised
806kg
40kg
Taxial  r{
2
 r  r3
stator / rotorarea
© 2009 EVO Electric Ltd r l r  r 2

Tradial  2{ 77
stator / rotorarea
Addressable Markets
Includes only Western Europe, US, Japan and China

© 2009 EVO Electric Ltd Source: Roland Berger 78
EVO Markets
• Early adopters & demonstrators (>$80m)

• High-performance EVs and hybrids
• Military & civil APU
• Commercial fleets (>$800m)
• Delivery vans
• Taxis
• Large upside potential market (>$12bn)
• Tier 1 & OEMs
• Other big sectors (wind, industrial)
Senior Management Team
Advisory Board
Lord Oxburgh Brendan Connor Carl Ahlers

(Energy) (Automotive) (Industrial)
NED Chair Shell CENEX/Cosworth Racing/ Cummins/Ford
Rector Imperial College TRW/Lucas Fiat/Cummins JV
Board Michael Howell

(Chairman)
Cummins/GE/City&Guilds
Susan Searle David Latimer Michael Lampérth

(NED) (CEO) (CTO)
CEO – Imperial Innovations Brush, Blue Bird Imperial College/Kissling
Chris Nash
Philip Newell
(NED)
(Interim CFO)
NTR plc and Zenergy plc

Funding …
Prior Funding:
• $5.9 million from Imperial Innovations and private
investors
Current Round:
• Seeking $9.5 million (1/3 already committed)
Use of Funds:
• Adapt existing technology to customers’ operational
and commercial requirements;
• Build customer confidence in the long term
performance and robustness of EVO products;
• Build sales volumes and a long term order book; and
• Develop automotive-standard production processes.
© 2009 EVO Electric Ltd

Summary
• Electrification & hybridisation driving

demand for advanced electric motors
technology
• EVO solutions exceed currently available
• Low cost (below US DOE target $/kW)
• Products and execution plan in place

• Strong team
• Validated and protected technology
• Strong customer engagement
• Demonstrated near-term revenue streams
• Clear route to higher volume markets

HydroVenturi Limited
Harvey West
Letting the Physics do all the work
Oxygenating water and generating
electricity
Clean and Cool Mission 2010
Harvey West
Executive Chairman
The Problem: Water Treatment
Yorkshire Water PLC :
“Our Treatment Works are extremely energy intensive

owing to the high quality standards needed to meet
our customer and regulatory demands.”
“Hydroventuri’s technology has the potential to

transform our level of energy use and significantly
reduce our carbon footprint, without disruption and
whilst maintaining high quality output”.
The Problem – Hydro Power
Scarce resource often ‘spilled’ rather than passed through

turbines, to aerate and increase downstream T°.
Residual head required for aeration on existing

hydropower discharges → less power output.
Hydropower Market
16% of global energy is from hydro in ≈ 160 countries;
US has 78,000 MW of hydropower - with > 50% in

Washington, California and Oregon;
≈ 3% of >79,000 dams in the US have hydro;
DOE est. 30,000+ MW new hydro if water quality and

fishery issues overcome - 17,000 MW at existing dams.
Technology
Air ‘pulled in’ to re-equalise pressure drop – can come

direct from atmosphere, or via an ‘air’ turbine;
All about controlling bubble behaviour….

Competitive Advantage
No electricity input, no underwater moving parts, no
additives doing the aeration work…..
Oxygen transfer efficiency achieved equivalent to best in

class fine bubble bed diffusers……
Can enable increase in residual head capture leading to

less energy and capital intensive processes being
required (water) or increased power output (hydro)……
Current Position
Ongoing investment from Porton Capital;
Patented & Demonstrated Process - Found aeration to be

the killer app not energy production;
Portfolio Licensing Business Model;
2010/11 is all about capacity building & proving value

proposition – Europe (Water), North America (Hydro) and
Middle East (Groundwater) market entry.
Thank you for your time.
Always happy to have a conversation.
Harvey West
Executive Chairman - Hydroventuri Limited
hwest@hydroventuri.com
www.hydroventuri.com
Integrated
Environmental Solutions
Ltd
Dr Don Mclean
Integrated Environmental Solutions Ltd
Dr. Don McLean, Founder and CEO
February 2010
IESVE: An integrated suite of

building simulation tools that
enable a user to quantify,
optimise and verify the
performance of a building
What does IES Technology offer?
Common strategies for improving energy and environmental performance of buildings
Chilled beams / ceilings

Use of atria & courtyards
Cogeneration
Light shelving Earth shelter roofs
Embodied energy of materials
Displacement ventilation
Wind energy
Passive solar High performance Photo-voltaics
Geo-thermal heat Biofuels
design principles building technologies
Ventilated facades
High efficiency boilers/chillers
Adaptive comfort criteria Building orientation
Controls
Night sky cooling
Maximisation of daylight Solar water heating
Solar energy Advanced glazing

and insulations
Beneficial shape and form Improved air tightness
Use of thermal mass Underfloor heating/cooling
Model Natural ventilation Heat recovery
Night cooling Heat pumps
Analyse
Optimise Verify
Optimum configuration
VE-Pro: Output
How does VE-Pro help me Communicate…?
Solar penetration Daylight levels Natural Ventilation
Results colour coded on model Daylight Metrics Climate Understanding

750 kwh/yr
3000 kwh/yr 750 kwh/yr
4500 kwh/yr
7500 kwh/yr
J F M A M J J A S O N D
Co pyright © 2008 Integ rated En vironmental So lutions Limited. All rights reserved
Cop yright © 2008 Integrated Environmental So lutions Limited. All rights reserved
Monthly Energy Output* Daylight contours Annual Energy Output*

VE and the Building Lifecycle
Concept Design VE-Ware
VE-Toolkits
Preliminary Design
VE-Gaia
Detailed Design
VE-Pro
Commissioning
Intelligent Control
Facilities Management
Refurbishment
VE-Op
Company Profile
• IES founded in June 1994
• Head Office in Glasgow, Scotland
• Offices in Dublin, Melbourne, Boston and San
Francisco. Presence in Germany and Malaysia.
Opening office in Pune, India on 1st March 2010
• Software in over 130 countries
• Consultancy and Training
• Clear market leader in UK, Ireland, Australia and
New Zealand. Expanding rapidly in North America
and targeting the India, China and the Middle East
• Well educated staff that are highly motivated and
committed to IES.
• Two patents applications in progress
International Reference Sites
• Arup (UK, Ireland, China, Germany, Australia, US,
Botswana)
• Buro Happold (UK, Ireland, Germany, UAE, USA)
• Connell Wagner (Australia and New Zealand)
• Halcrow Group (UK and Middle East)
• WSP Group (UK, US, Australia and Middle East)
• AECOM (US, UK, Australia)
• Stantec (Canada, US)
• Syska Hennessy (US)
• Cannon Design (US and China)
• SOM (US)
• Gensler (US)
• Ramboll (Scandinavia, UK and Middle East)
Governments Projects/Compliance
Compliance:
• All England and Wales, Scotland, Northern Ireland and
Republic of Ireland regulations
• Republic of Ireland in discussions to pay IES to provide
detailed regulation compliance exclusively
• New Zealand funding IES to develop VE-Ware and a VE-
Gaia tool for compliance
• Provide informal advice to UK and California governments
Labelling:
• UK EPC (asset) & DEC (operational)
• ASHRAE Building EQ (both asset and operational)
Rating Systems:
• Developing analysis tools for the three major rating
systems: LEED, BREEAM and Greenstar
• Working with the Indian government to support GRIHA.
Partnerships
• Davis Langdon, UK (Carbon Reduction
Commitment)
• Airbus, UK (THERM)
• Toyota, UK (THERM)
• DeliSolar, China (10 Ecocities, Hospitals in China,
Software sales)
• Singapore Technologies (Ecocities, Consultancy
in SE Asia, Rating systems in SE Asia)
• BRE, UK (Embodied Energy: Life Cycle Analysis)
Special relationships
• Google SketchUp
• WalMart
IES in practice...
DESIGN OPERATION
282 kWh/m2yr
Lean
Optimisation
Quantification
Clean
New or
Green
Existing
89 kWh/m2yr
Building
Baseline
Proposed Actual building energy 131 kWh/m2yr
Solution
Calibrated simulation = 104 kWh/m2yr
Sub-optimal performance = 27 kWh/m2yr
Verification
VE-Op Plan
• Concept has been proven
• Continuation of current pilot project
• R&D Grants to supplement creating
enhanced automation
• Use Partners and Premier customers to use
on additional revenue generating projects to
remove teething problems
• Have portfolio of projects with independently
verifiable results for a range of building types
• Train routes to market
• Go To Market
Potential IES VE-Op Offering
• This unique capability enables IES to offer a
range of enhanced services.
– LEED M&V Credits
– ESCO/Performance Contracting Verification
– Carbon footprint reduction management
– Building owner or tenant: Lower energy costs /
better performing building / reduced CO2
– Systems integrator: Commissioning, Planning
Maintenance, BAS operation warnings
– Helping VE users provide added services
– Handshaking with Utilities/Smart grid connection
Value Proposition
Benefits
• Save up to 30% on energy costs due to poorly
operating controls
• Reduce cost of commissioning/re-commissioning
• Savings on maintenance costs and fault diagnosis
• Better performing building important for regulations
compliance and LEED compliance
Cost
• Model building: $10k-$50k, $12k/annum maint.
• Software: $10k-$15k per annum
"If you cannot measure it, you
cannot improve it." — Lord Kelvin
Dr Don McLean
Founder and CEO
+44 7957 825555
don.mclean@iesve.com
www.iesve.com
Intelligent Energy
Dr Mark Lawson-Statham
Intelligent Energy
Clean and Cool Overview - February 2010
©2010 Intelligent Energy Limited

The information in this document is the property of Intelligent Energy Limited and may not be copied or communicated to a third party, or used for any purpose other than that for which
it is supplied without the express written consent of Intelligent Energy Limited.
This information is given in good faith based upon the latest information available to Intelligent Energy Limited, no warranty or representation is given concerning such information,
which must not be taken as establishing any contractual or other commitment binding upon Intelligent Energy Ltd or any of its subsidiary or associated companies.
Intelligent Energy – Who we are
• Intelligent Energy is a clean power systems company with globally scalable business
• With our proprietary technology platforms, we have the building blocks to create bespoke
power systems for OEMs and their global mass markets
• Fuel cells: we make PEM fuel cells that are versatile, robust, efficient, compact, power-
dense and designed from the outset for volume manufacturing
• Fuel transition: we create reforming technologies that interface with existing fuel
infrastructures to accelerate the transition to a cleaner world
• Smart power management software: we have important integration, balance of plant

and systems capabilities which allows us (i) to insert our technologies directly into our
partner’s products, (ii) hybridize with electric or traditional power trains and, (iii) play a key
role in the development of ‘Smart’ Grids
• Our OEM partnerships have applications in a wide range of end user markets, by product and
geography.
• IE’s technologies were designed, from inception, for low cost, volume manufacture
© Intelligent Energy Limited 2010. All Rights

Reserved.
The information in this document is the property of the Company and may not be copied or communicated to a third party, or used for any purpose other than that for which it is supplied without the express written consent of the Company.
110
Our modular “clean engine building blocks”
Fuel in Hydrogen out Hydrogen in Power out
Fuel desulphurisation Fuel cell based power Integration, BoP
and hydrogen generation generation controls software
Low power – 10W to 1kW
High power – 1kW to 100kW
Fuel processing Fuel cell stacks Fuel cell systems

Reserved.
111
Market strategy
• Accelerate and de-risk our

customer’s product
development and go-to-market
plans
• Blue Chip customers with

understood & scalable
commercialisation route
• Business model: from

licensing to equity
participations
• Maximise RoI with power

systems business mantra:
“design once, deploy many
times” from common
proprietary clean power
building blocks
Reserved.
112
Selected customers and partnering arrangements…
Energy Company
Global consumer
electronics company
Global
agrochemical
company
Global
Automotive
company
O&G Company
Global
consumer
electronics
company
Reserved.
113
Blue Chip customer proof points
Motive
On two wheels On four wheels For aerospace

Distributed Generation and Portable
Domestic and distributed power In UPS systems (telecoms) Cordless power

Reserved.
114
Same building blocks to …
TAM
Hand carried Est. TAM TAM
Annual market Annual market Annual market
150m+ units >$4bn 40m units
~$50bn
Portable consumer Back-up & remote Two-wheel vehicles

electronics power
AC fuel cell
Reserved.
systems
115
… address global mass markets segments
EU TAM TAM TAM

Annual market $55bn+ over Annual market
>4.5m units next 10 years 70m units
Four wheel vehicles

CHP systems Aerospace
EC fuel cell
systems
Reserved.
116
Power density, system simplicity and lower
cost
High power stacks
Key Differentiators
Simple Balance of Plant leading to
increased power density
lower cost
rapid cold start
higher reliability
Reserved.
117
Technology differentiators – power density
1200
Gravimetric power density W/kg
1000
IE AC64-56 PEM (1580W)

IE Projected 2010 for UAV
800
600
IE AC64-56 PEM (1100W)
400 Comp 1
Comp 2
Comp 3
200
Comp 4
Comp 5
Comp 6
Comp 7)
Comp 8
0
0 200 400 600 800 1000 1200
Comp 9
Volumetric power density W/L

Reserved.
118
Technology differentiators – Cost reduction
High power
Low cost systems by design
• Thin, multi-function, metallic, single

piece bipolar plate
• No pre-stack humidification
• No cooling plates
Unit Cost $/kW
• High stack power density (>2.5kW/L)

and stable performance
• High hydrogen utilisation ~100%
• Low pressure operation (0.3 barg)
• Excellent cell-to-cell balance
• Sub zero capability to -40°C, rapid cold

start from -20oC
0
• Lifetime >5000 hours in test facility &
180,000 cycles
Production
Volume • No “science breakthrough” required to
realise cost reduction curves
Reserved.
119
ENV – World’s first hydrogen fuel cell
motorbike

Reserved.
120
Partnership with the Suzuki Motor
Corporation
• Intelligent Energy
power the Suzuki
Crosscage –
unveiled Oct 2007
• Joint
Development
Programme since
March 2008
• Fuel cell Suzuki
Burgman –
unveiled Oct 2009

Reserved.
121
Intelligent Energy powers first manned fuel cell
flight
Intelligent Energy fuel

cells power world’s
first in February 2008
Applicability to Unmanned Aerial Vehicles (UAVs) and

Auxiliary Power Units (APUs)
Reserved.
122
Intelligent Energy clean APU for civil
aircrafts
Q3 ’09 Intelligent Energy’s

multi-functional fuel cell
APU system unveiled at
Airbus, Hamburg
Clean, multi functional Power for Auxiliary Power Units

(APUs)
Reserved.
123
CHP JV agreement with Scottish & Southern Energy
500W-2kW
Residential
Commercial 10kW-
20kW
8.3m energy supply

customers
Joint Venture for UK and Eire announced March 11th

2008
Reserved.
124
with PSA Peugeot Citroën
H2Origin – electric urban delivery vehicle
• Marginal cost to existing vehicle

platform
• Conversion of an all electric vehicle into
a FC hybrid
• 10kW fuel cell integrated into ‘engine
bay’
• Full power & rapid start & stop from -
200C to +370C
• No loss of load carrying capacity
• Rapid refuelling in 3 minutes
• In partnership with Bosch, Prodrive and
the UK Technology Strategy Board
• Increased range from 80km to
300km
• OPEX & CAPEX advantage

Reserved.
125
Zero emission London taxi
• The fuel cell taxis will have a range

of about 250 miles

Reserved.
126
Go-to-market checklist…
Scalable Route to Go to market Timeline to Sustainable
market market competitive
advantage
   
Four-
wheeled Long (*)
Motive
   
Two-
wheeled Medium
to short
   
Consumer
Portable electronics
Fast
Residential,
Stationary
Commercial
CHP
   Medium
to long

   
Back-up &
remote Medium
power to short
Aero &
Defence
Aero
systems
& portable    Long
to medium 
(*) “long” = consumer markets. IE has developed an alternative refuelling and motive delivery plan with key industry partners. The niche does not
start from consumer markets, is scalable and is capable of being tackled over the medium term.

Reserved.
127
Partner timelines
Passenger
cars Launch
Motive Pre – production phase Mass markets
Other cars/
vehicles Launch
Battery
replacement/
extension
Launch
Portable Pre – production phase Mass Markets
Generators Launch
Commercial
Industrial Launch
Stationary Pre – production phase Mass markets
Residential Launch
2005 2010 2015 2020
Graphics: adapted from ATK Petrotech 2005 Review

Reserved.
128
Intelligent Energy – Summary
• Intelligent Energy has completed its core R&D phase

−Beyond customer proof point and has growing revenues
−Defined route to market, to breakeven and has customers to scale up
• Intelligent Energy is a ‘fabless’ company – with its business model
based on licensing and licensing-plus constructs (licensing to Joint
Ventures including licensing arrangements)
−Intelligent Energy has invested alongside its partners in configuring
its power systems for insertion into their products
−IE now owns all of the critical and differentiated Intellectual Property
associated with its power systems and their applications
• Intelligent Energy is currently actively engaged with a number of large
OEMs in developing products for their geographically diverse mass
markets based on Intelligent Energy’s common, proprietary and “clean
engine building blocks”
Reserved.
129
Appendix - Financial summary
• £80m ($130m) of capital raised from third parties since

2001
• Company converted to a Plc in 2004
• Accounts prepared under IFRS
• Articles materially consistent with those of a listed company
• 86m Ordinary Shares in issue - Last Offer £1 ($1.6)/share
• £13m Convertible Loan note - Conversion at £1.15
($1.84)/share into Ordinary shares
• 2009 Revenue of £4.5m ($7.2m)
• Institutional shareholders from the UK, US and Europe

Reserved.
130
Appendix – The Team
Senior management
John Rennocks Non Executive Chairman
Appointed in 2006. He served as finance director at Smith and Nephew plc,
Powergen plc and British Steel/Corus plc. He is Chairman of Nestor plc,
Diploma plc and Deputy Chairman of Inmarsat plc.
Dr Henri Winand Chief Executive
Appointed in September 2006. Previously, Vice President of Corporate
Venturing at Rolls-Royce Group plc. Earlier in his career at Rolls-Royce, he
managed a power systems subsidiary and introduced new manufacturing
technologies into the Group.
Rian Urding Chief Financial Officer
Experience
Appointed in September 2007. Prior to joining Intelligent Energy he was with
• Extensive scientific,
ClarityBlue, now a subsidiary of Experian plc, where he was responsible for
engineering, technical,
all financial management of the UK and US businesses. Rian trained with
operational and commercial
PwC.
experience.
Dr Philip Mitchell Chief Operating Officer and Chief Technology • Backgrounds in recognised
Officer organisations including - Rolls-
A founding director of Advanced Power Sources Ltd, which was acquired by Royce plc, Innogy, GEC, BAE
Intelligent Energy in 2001. Previously, R&D Manager at Innogy Technology SYSTEMS (VSEL), BNFL,
Ventures Ltd, part of the Innogy Group. Loughborough University,
Booz, Allen & Hamilton, A.T.
Dr Mark Lawson-Statham Director Corporate Finance Kearney, ICI, Rolls-Royce
With the Company since 2002. Formerly a Director of Robert Fleming Asset Marine Division.
Management, Robert Fleming Investment Banking, JP Morgan Asset
Management and Managing Director of Close Brothers International.
© Intelligent Energy Limited 2008. 2010. All Rights

Reserved.
131
Intelligent Energy
Clean power anywhere
Thank You
© Intelligent
© IntelligentEnergy Energy Limited
Limited 2010. 2009. All Rights Reserved.
All Rights
Reserved.
132
Isentropic Limited
Jonathan Howes
Isentropic Ltd.
Utility Scale Pumped Heat

Electricity Storage
Jonathan Howes
CTO Isentropic
February 2010
November 2009 Slide 134 © Isentropic Ltd 2010

Who Are We?
• Isentropic, Ltd.
– Pre-revenue
– Cambridge, UK based private company
– Developer of gas-cycle heat pump/heat engine

based electrical energy storage system

The Problem
• Renewable sources are intermittent

– Supply and demand are mismatched
• Power distribution networks are reaching

capacity
– Grid upgrades are needed to cope with peak demand

What Does The Market Need?
• There is a need for utility scale storage solution that is:
 Low cost
 High efficiency
 Not geographically constrained
 Safe and environmentally inert
 Modular and scalable
 Rapid response to load variation
 Very large number of cycles
• Isentropic’s Pumped Heat Electricity Storage meets all these
objectives.

Independent market analysis
Escovale, a specialist energy storage

consultancy:
“There is currently a 200GW latent opportunity

for a technology that can match pumped hydro
on cost but is geographically independent. This
is estimated to be equivalent to a $200 billion
market”

Heat pump and engine : Reciprocating
equipment

High Efficiency – High Density Storage
• 72% to 80% Charge/Discharge
(“round-trip”) Efficiency
• Energy recovery efficiency

depends primarily on the
efficiency of the machinery, to
a lesser degree on the
temperature difference
• The larger the storage capacity

the less important the thermal
insulation, the lower the heat
losses
• 25 kWh/ton Energy Density –

similar to Lead-Acid and Flow
batteries
Compared to Pumped Hydro
• Bath County Pumped
Storage, Virginia, USA.
Two reservoirs covering
820 surface acres (3.32 30 GWh
sq. km)
Equivalent
Capacity
• 30 GWh storage capacity
(largest in world)
• Pumped Heat Storage

Plant of same capacity
would occupy 1/300th of
the area

Low Cost
Type of Storage Plant Storage $/kWh* $ for 8 Hrs Capital $/kWh $/kWh*
$/kW **
Isentropic 580 55 small scale 1020 128 0.017
Pumped Heat Storage 6-10 large scale
Pumped Hydro 1GW 800 37.5 1100 138 0.019

Compressed Air 580 1.75 + 146** 1762 220 0.030
Underground 300MW
Compressed Air 750 250 + 146** 3918 489 0.067

Above ground 15MW
Na-Sulphur Batteries 500 350 3300 412 0.057
Flow Batteries 425 280 2665 333 0.046
Lead Acid Batteries 420 330 3060 382 0.052
* Assuming electricity stored is nil cost
**Compressed Air burns gas at ~100% efficiency due to the use of the pressurised gas. One kWh of gas currently costs
$0.02. To get an equivalent storage cost, we capitalise the gas required for one discharge per day for 20 years = $146
*** Capital Cost per kWh divided by total hours used (assume 20 years life and 1 charge/discharge per day – 7300 hours)

Summary
• Lowest cost - $580/kW, $55/kWh = $128/kWh for 8 hours

• Good efficiency – 72% to 80%
• No mountains, no caverns – place anywhere
• Safe and inert – locate near to load
• Scalable – From 100kW to very large size possible
• Fast response:- Sub 1 second response time
• Very large number of cycles
• Performance verified by two development prototypes

Milestones

Management team
• Jonathan Howes - Technical Director
Background in aeronautical engineering, aerodynamics
and thermodynamics - previously European lead,
certification of loads and structures A380 Airbus
• James Macnaghten - Managing Director

Cambridge trained engineer and entrepreneur - owner,
Scudamores Punt Company
• Mark Wagner - Chairman

Background in finance and technology - previously CEO
of hedge fund, Sabre Fund Management
Current investment position
• Angel investor funded at present. Latest round just

closed ($2M)
• Terms from potential utility equity partner under

discussion
• Strong interest from a lead customer in a 2MW pilot

plant
• Given the capital intensive nature of the business,

further investment rounds will be required.

Pumped Heat Storage is Coming!
Jonathan.howes@isentropic.co.uk
+44 (0) 7799 377194
+44 (0) 845 2062070

Juice Technology Limited
Ian Turner
Making LED lighting affordable
February 23rd 2010
Clean and Cool Mission
Ian Turner CEO

Juice Technology Limited
Confidential © 2009 Juice Technology Limited

LED General Lighting
Reaching required lighting

performance
Visually attractive
Energy efficient
Long product life
Too expensive – average payback in

excess of 5 years

Juice Approach
Highest efficiency optics

Highest efficiency power
processing
Highest efficiency thermal
management
Minimum number of LEDs
Close to 2 year payback
12 – 18 month cost lead

Juice Technology
Unique dimming power supply topology

Optics integrated with thermal
management
J-Net power
distribution system
Lowest cost central
power processing
Contactless inductive
connections
Lowest cost control
Market
Global lighting fixture

market $22bn
LED share forecast to
be >50% by 2018
Commercial
applications starting
Residential later when
costs reduce further

Market Traction
JV with Generation Brands

Products launched September 2009
Energy Star approved – Next Generation Luminaires Award
Develop and supply contract with Wila

In negotiation with companies in :
High specification office lighting
Street lighting
Hotel guest room systems
JV with Californian investment group

Power and data distribution in office furniture

Business Model
Sales to OEMs only

Revenues generated in three ways
Development engineering
Product sales (core components / systems)
Average GM – 40%
Licensing (non-core applications)

Finance
Funding Round of c.£2.0m
Europe / RoW
2010 2011 2012
Revenue £1.2m £3.4m £11.4m
Income -£357k £236k £3.8m
North America – JuiceWorks Joint Venture

Figures in 2010 2011 2012
USD
Revenue $7.4m $35m $69m
Income -$2.10k $2.9m $9.9m

Contact Ian Turner - CEO
Juice Technology Ltd
2 Maple Park
Hoddesdon, Hertfordshire
EN11 0EX United Kingdom
T +44 1992 801300
www.juicetechnology.co.uk
All technology is protected by international patents and wholly

owned by Juice Technology Ltd

Microsharp
Corporation Ltd
David Brogen
Microsharp Solar
Solar concentrator optics
David Brogden
Business Development Director
Microsharp Corporation Ltd Confidential 2010

Our market
Concentrated Photovoltaics (CPV)
Potential to be lowest cost KWhr solar technology
Highest energy density
Low environmental impact
Sector worth $8.5 billion by 2020
LCOE
Optics is critical enabling technology
Flat Panel
Thin film
CPV
Time
Key Barrier to growth - High capital cost of systems
Our Proposition - Lower cost, larger area optics

Our Product
Thin Film Fresnel Optics
Micro prismatic Fresnel structures

30 – 50 microns
UV cast in PMMA on surface of PMMA film
Roll to roll continuous production process

• High speed
• Precision replication
• Large area ‘parquet’ capability
Significantly lower cost than alternative technologies
Scaleable to very high volumes
Proprietary tool production technology IP (protected)

Film Development & Manufacturing Process
Design
Master
Production Tooling
Film Manufacture

Market Size
The market for solar concentrator lenses estimated to be
worth $900 million by 2020
MCL estimation of market size of solar concentrator systems in which lens based solutions are appropriate
Excludes utility scale CSP
Production and Supply
Outsourced MCL activity
Core activities done in house Optics Design
All ‘none core’ outsourced Tooling Tooling Design

manufacture
Long term partnership with toolmakers

Materials
Sourcing Film
PMMA film manufacture
Lamination partners in place PMMA sheet
Building relationships with material

Lamination
suppliers
Lens Supply

Sales Strategy & Customers
Direct relationships with major CPV unit developers
Offer comprehensive service

Design
Development and testing
Manufacture and supply
Customers cover all tooling and development costs
Have secured 5 lens development projects to date with

leading CPV developers
Lenses will enter field trial in 2010

Competition
Alternative lens and optics technologies
• Silicone on Glass
• Hot embossed or injection moulded plastic lenses
• Mirrors
Competitive solar lens technologies

Large Lens Hi Speed
Efficiency Cost Capability Production
Silicone on
Good Very High Yes Yes
Glass
Hot
Good High Difficult Difficult
Embossed
Injection
Poor Low Difficult Difficult
Molded
MCL thin
Good Lowest Yes Yes
Film

Our company
Microsharp Corporation Limited
Private UK company, (est 1998)
Long term ‘angel’ investor
Strong technical and commercial leadership
Significant expertise in thin film optics
‘State of the art’ manufacturing capability
Developing large area Fresnel optics since 2005
Patented designs and production techniques

Financial Forecasts
Year 2015 2018 2020

Sales $ 58mil $99mil $177mil
Trading Profit $9.6mil $16.7mil $31.3 mil

In summary
Microsharp Solar
• Attractive, emerging market sector

•Competitively advantaged technology – IP protected
• Established customer base
• Existing manufacturing capability
• Proven management team
30 – 50 microns
• Sales forecast to be $99 million by 2018
Seeking $5 million incremental investment
to fund
Commercialisation of 1st generation lenses
Development of 2nd generation products

Nexeon Ltd
Scott Brown
“Developing a major new
class of Li-ion battery that
will give electric vehicles
greater range, and give
mobile electronic devices
longer working time between
charges”
Scott Brown CEO

info@nexeon.co.uk
www.nexeon.co.uk
© Nexeon Limited 2010
Li-ion battery market
• $10B market for Li-ion

batteries today
• Market is forecast to grow
to >$30B in the next 8 years
• About half of this growth is
expected to come from EV
applications
• This is one of the more
conservative forecasts
Li-ion battery sales
Hideo Takeshita – May 2009
Institute of Information Technology
www.iit.co.jp
Takeshita@iit.co.jp
Issues with current Li-ion batteries
• Greater energy capacity is required by consumer

applications with greater functionality
• Better batteries are required to drive adoption of electric
vehicles
• Energy capacity is capped because carbon-based anodes
are operating at their limit
• New chemistry is required
• Silicon has one of the highest
affinities for lithium
• Nexeon has developed unique
silicon materials for use in Li-ion
batteries
Nexeon Materials

Value proposition
• Higher capacity – a 200% increase is possible

• “Drop-in” replacement for carbon – low switching costs
• Same voltage – compatible with existing device designs
• Higher safety margin at a given capacity
• Lower cost than carbon for a given capacity

Milestones
• Demonstrated long charge-discharge cycle

life at high capacity
• Demonstrated pilot plant scale production
of our materials
• Strong IP in materials, applications and
production
• In negotiation with supply chain partners for
scale up to commercial volumes
• Sampling material and prototype cells –
performance validated by potential
licensees

Revenue model
Nexeon’s financial projections are Upfront license
confidential at this time fee and running
royalty Li ion battery
• This market is used to licensing manufacturers
• Licence structure typically an
upfront fee of £1M andMfgacontract,
2% Automotive
running royalty on thetechnology
price of License and companies
cells sold transfer and £
technology
Supply chain
transfer
• A 2%partner
R/R of all 2010 sales is
$200M Materials
• A 2% R/R of 2018 forecast sales
would be $600M
Materials
Revenue from material sales
For 20000MWh (2010 data) : 5.3k tonnes Si required (1000mAh/g)

= $265M at $50/kg
By 2018 energy required from Li-ion batteries is forecast to be 80000MWh
Selling Price of 18650 cell = $3 3Ah 18650 Cost comparison
Carbon Silicon
$2.75 $2.79
2% Royalty $0.06
10g C @ $25/kg
300mAh/g $0.25 3g Si @ $50/kg $0.15
1000mAh/g
Benefits:
• Higher capacity cells possible
• Premium selling price achievable
• Lighter and safer
Competition
• There is competition
• Several companies, including some OEMs, are working on
silicon anode materials
• No commercial successes to date due to cycle life issues
and/or cost
• Nexeon has resolved the cycle life issue

• Nexeon’s patented production process is inherently low
cost
– Uses cheap metallurgical grade silicon
– Room temperature etching process
– Low CAPEX

Skills in place to succeed
Successful
entrepreneurial
track
record
Bios at
www.nexeon.co.uk
Funding requirements
• Funding • Proof of concept

– Seed round £0.5m April 2006 • Technology demonstration
– Series A £4.25m July 2007 • Material scale up
• Acquisition of prototype
– Series B £10m February 2009
cell making equipment
– Total £15m ($25m) • Staffing up
– £430k (~$700k) grant from UK government (TSB) for advanced automotive

battery demonstration
• Exit - Future funding requirements
– IPO or Acquisition
– Further funding may be required in 2011 to further develop material
supply chain infrastructure

™
Scott Brown CEO

Tel: +44 1865 409934
scott.brown@nexeon.co.uk
www.nexeon.co.uk
Oxford Catalysts
Group
Susan Robertson
Oxford Catalysts Group
February 2010 Susan Robertson, CFO
Introduction
Breakthrough technology for production of fuels and chemicals
– ‘Superactive’ catalysts
– Revolutionary microchannel* reactors
World-class pedigree − some 20 yrs of research
– University of Oxford: Head of Inorganic Chemistry
– Battelle: DoE’s Pacific North West National Laboratory
Over $200m invested in technology to date, primarily by
commercial partners
Global leader − world’s largest patent portfolio in our field
Focused on clean fuels
Publicly listed (LSE: OCG)
Critical mass: ~90 employees
– Catalyst development near Oxford, UK
– Process technology development near Columbus, Ohio
* microchannel technology marketed under the Velocys brand
186
Unique Technology: Process Intensification
Microchannels − chemical reactions in Up to 90% size reduction
much smaller chambers, accelerated
Conventional SMR
up to 1,000x
Enables modular shop-fabricated units
Large-scale economics at small scale
– Monetising smaller sources of
feedstock (taking plant to feedstock)
– Localising production
(taking plant to point of demand)
– Incremental capacity for existing
plants (smoothing the investment
/ capacity cycle) Microchannel SMR*
Cleaner: higher efficiency, lower emissions, less transportation of product /

feedstock
Lower risk and cost of scaling up − “number up” not “scale up” (modular)
* Artists' impression. Same capacity comparison

187
Market Applications
‘Super active’ catalysts + revolutionary micro-reactors
breakthrough clean fuel/chemical production
Synthetic fuels
– Gas-to-Liquids (SMR+FT)
– Biomass-to-Liquids (FT) Transportation
– Waste-to-Liquids (FT) fuels
Commodity Specialty
chemicals applications Instant Steam
Ethylene Emulsions
Ethylene oxide
IP-based partner licensing business model
SMR = Steam Methane Reforming; FT = Fischer-Tropsch

188
Summary
The time has come for small scale synthetic fuels production
– Problem gas, stranded gas, truly renewable biofuels
Significant new market potential at smaller scales
– $100’s bn p.a. of fuel if it can be done economically…
Oxford Catalysts is positioned to become the leader in small scale
synthetic fuels technology…
– Market leading modular technology
– World’s largest patent portfolio
– Industry heavyweights as funding partners
 Over $200m invested to date
 Further $50m committed in last year
– On track for early demonstration and sales
– Well capitalised (£12.4m cash as at end June 2009)
… exactly when the market is expected to take off
189
PassivSystems Ltd
Colin Calder
A new era in living
Colin Calder
Chief Executive Officer
colin.calder@passivsystems.com
PassivSystems Ltd
Medway House, Newbury Business Park
Newbury, Berkshire RG14 2PZ, United Kingdom
Tel +44 (0) 1635 525 050 Fax +44 (0) 8082 800 490
The problem – global emissions
Ref: Global Commons Institute: http://www.gci.org.uk/

The challenge
Consumers just aren’t that

interested in energy…
(until it goes wrong, or gets really expensive)

Introducing PassivEnergy™
Putting the customer first
What will it give consumers?
Control Comfort Carbon Cost

Route to market
We help our partners get closer to their customers

The leadership team
Looking ahead
Thank you
www.passivsystems.co.uk
Colin Calder
Mobile: +33 6 2412 1537
Email: colin.calder@passivsystems.com
Xeros Ltd
Bill Westwater
®
The Xeros Story
Global Environmental Problem Laundry Innovation Challenge
Abundance is Over – Supply to Demand management Huge, growing footprint; Efficiencies marginal;
Regulatory Drivers
Demand
Supply
Environment
90% water saving
plus carbon reduction
Cost Saving Investors

30% operating Early revenue
cost reduction Disruptive
Commercial c £1bn growth
Size BEFORE AFTER
Domestic
c£16bn
Partnered machine
Strategy rollout Recurring
consumables revenues
Large Addressable Markets Virtually Waterless Cleaning

Established brands lead with Xeros as ingredient brand Patented polymer cleaning; Proven efficacy
Xeros Benefits
OPERATING
EFFICIENCES ENVIRONMENT PERFORMANCE
204

CleanCool2010 MeetTheUKCleantechCompanies FinalFeb23

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WELCOME

Albert Wenger Gavin Starks

Mark Jacobsen Andrew Conway

Investment: $Xm (Oct 2008) $5.5m (Jan 2010)

A partner, not a competitor,

Accurate analysis of emissions

• Vast resource: wave power could produce up to

• $190bn - global Oyster

MARTIN MCADAM MATTHIAS HAAG RICHARD ROUND

• Accessible – generation equipment is onshore – accessible 24/7

• Oyster 1 Project – 315kW demonstrator successfully installed and grid-

> Programme of site development

Tel: +44 131 718 6611

 Compact and powerful

 Poor energy efficiency Blocks application to bigger markets

 Very high power and torque in a compact package

 Efficiency as good as electric motors Disruptive to existing market

 A Digital Displacement® Wind Turbine Transmission

Let’s prove it!

Too hot in summer!

Cold Air In Needs Preheating

Cold fresh air Hot CO2 rich air

Mix incoming cold air with hot classroom air

Cross flow ventilation helps provide fresh air

• Proprietary stack with integral

 Inefficient  135,000 off-grid towers p.a.

Twin 12kW diesel generators and fuel tank

Current Power Solution

Trevor Clarke – Executive Chairman

Grants & Awards Profitable in 18 months

• Technology origins from NRL

• Went public with technology in

• Early stage industrial

Strictly Commercial In Confidence - Evince Technology Limited © 2010

JUST 1µs AHEAD OF

• Every $ spent on Si requires $35 of additional hardware

Strictly Commercial In Confidence - Evince Technology Limited © 2010

• $3b+ device market driving

• Includes: power generation,

• Additional $10b device

Diamond is the Ultimate

Strictly Commercial In Confidence - Evince Technology Limited © 2010

Diamond switches A vacuum analogous but totally

An electron device unique to diamond that is inherently:

Heat diamond in reducing

Metallise resulting holes

Embed a conductive layer

4 to create a control grid to

Strictly Commercial In Confidence - Evince Technology Limited © 2010

• Capital cost of a typical 5MW main drive system reduced from

• Annual savings of >$100k per loco through increased

Strictly Commercial In Confidence - Evince Technology Limited © 2010

✔ 10kV, 5mA diode

10kV, 5A Fast Recovery Diode

Pilot device scale up

First pilot devices delivered

15kV, 150A, pre-production diode &

Strictly Commercial In Confidence - Evince Technology Limited © 2010

• Dr Gareth Taylor - CEO

Strictly Commercial In Confidence - Evince Technology Limited © 2010

• $0.8m - Seed funding (May 2008)

• $500k - Interim (Now)