S+W 2009 UnternehmenspräSentation Engl
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S+W 2009 UnternehmenspräSentation Engl

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Short presentation of the German VC Company Sonne+Wind Beteiligungen AG, the German Early Stage Cleantech Investor

Short presentation of the German VC Company Sonne+Wind Beteiligungen AG, the German Early Stage Cleantech Investor

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S+W 2009 UnternehmenspräSentation Engl S+W 2009 UnternehmenspräSentation Engl Presentation Transcript

  • Before one thinks about changing the world, It might be wise to make sure it is not being devestated right now. Paul Claudel (1868-1955)
  • Profile 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
  • 1 Profile Mission Create Synergies by co-ownership and co-operation ranging from green money and cleantech to the„return of the sun“
  • 1 Profile
    • Eckdaten
    • Founded in: 2000
    • Based in : Berlin
    • Type of company: publicly listed venture capital firm
    • Investmentfocus: renewable energies
    • Concept: Evergreen-Fund, no debt leverage
    • Board of Directors: Alexander F. Romahn
    • Biggest shareholder: versiko AG, Hilden (42% der Aktien)
    • Total investment: Euro 7,9 Mio. since founding
    • curernt Portfolio: 49 Companies, 8 are pre-public listing
    • NAV: approx. Euro 6,0 Mio.
    • Market Cap: approx. Euro 3,5 Mio.
    • Segment: Entry Standard der Frankfurter Wertpapierbörse
    • WKN: 587091
    • No. of shares: 8.279.540 Stück
    • Share of small investors: 58%
  • 1 Profile
    • Investment Highlights
    • First Early-Stage fund in Green Money
    • Above average growth potential as renewable energy has left its niche
    • Outlook: regardless of the situation in the financial markets, more capital will be acquired to continue and expand the succesful investments and break out of the „prison“ of bad news and windling confidence
  • 1 Profile Investment Highlights Development of Portfolio 2000 - 2008
    • No bounce-back after the crash in 2002
    • Performance still unsatisfying
    • High depreciation on not listed companies
    • 5 out of 17 not listed companies went public since 2001
      • Solarworld AG
      • Conergy AG
      • ENRO AG
      • Phönix Solar AG
      • Systaic AG
    2.879 (28) 2.738 (47) 786 (47) 1.219 (44) 2.071 (41) 3.142 (48) 2.576 (44) 3.196 (44) 3.185 (41) 2.162 (8) 2.941 (17) 1.328 (17) 1.066 (16) 583 (15) 621 (14) 1.613 (15) 613 (15) 613 (12) 5.041 5.679 2.114 2.285 2.654 3.763 4.189 3.810 3.798 0 1.000 2.000 3.000 4.000 5.000 6.000 2000 2001 2002 2003 2004 2005 2006 2007 2008 in T€ Listed Not listed No of investments)
  • Profil 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
  • 2 Company History Half of the signed capital was written off First round of investments Initiated by versiko, Düsseldorf and Hilden High depreciation Re-start of investments Begin of looking for strategic investor Listing at Deutschen Wertpapierbörse, WKN 587 091, moved to Berlin Capitalizing on Opportunities, Increase of capital 2000 2002 2003 2004 2006 2007 2008 2009 Foundation of SONNE+WIND Effects of the Neuer Markt Good recovery in 2005 Entry Standard
  • 2 Company
    • Corporate Structure
    • Director: Alexander Romahn, Dipl.-Wi.-Ing., 42
    • Non-executive board: Wolfgang Jung, Vorsitzender, 68
            • Theo Recht, Stellvertreter, 53
            • Dr. Karl-Heinz Brendgen, 53
    • Decision process: two-level procedure
    • Zuständigkeiten
    • Kompetenzen
  • 2 Company
    • Divisions
    • Research & Development
    • Venture Capital
    • Portfoliomanagement
  • 2 Company Value chain Identify and invest Preparing for exit Aktive Portfolio-management Sonne + Wind Beteiligungen AG
    • Permanent Dealsourcing
    • Network
    • Initiators
    • Open Competitive Bidding
    • Trade sales
    • IPOs
    • External Partners
    • Capitalizing on Opportunities
    • -involvement of board
  • Profile 1 2 3 5 Market Analysis Company 3 8 XX 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances 13
  • 3 Portfolio Structure of Portfolio * Portfolio share No listed 83 % 41 Pre-listed 17 % 8 Gesamt 100 % 49 Portfoliostructure of listed investments Photo- voltaik 51 % Other 19 % Fuel-Cell- Technologie 1 % Water 3 % Energy efficiency 17 % Wind 9 %
  • Profile 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 10 Finances 16
  • 4 Finances
    • Earnings 2009: approx. 320 T€
    • Enough cash for another four investments
    • Preparation for exits in 2010
    • Potential for many portfolio companies to see their all-time-high again
    • Hidden reserves
  • Profile 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
  • 5 Market Analysis
    • Regenerative Energy
    • Green Money is last major investment issue
    • Technological breakthroughs in Solar, energy efficiency and Water refinement
    • Elektromobility
    • Electrical Storage
    • Green IT
    • PV-driven de-salination
  • 5 Market Analysis
    • Competition
    • Privat Equity / Venture Capital
    • Investment Opportunitiy Green Money
  • Profile 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook XX 26 Corporate Strategy Content 4 16 Finances 21
  • 6 Strategy
    • Corporate Strategy
    • Strengthen the team
    • Establishment of Advisory Board
    • Activation of network in society and partners
    • Enlarging the base of investors
    • Increase of Dealflow
  • 6 Strategy
    • Investment Strategy
    • Focus on core competence early-state investment
    • Selling the listed companies over time
    • Re-evaluation of the pre-listed portfolio
    • Clear exit scenario for every investment
  • 6 Strategy
    • Financial market strategy
    • Create and publish a shareholder information memorandum
    • Increase transparency and build investor relations to attract new investors
    • Communication of the equity story
    • Target public relations and road-show with key market players
    • Address individual Investors
    • Increase capital
  • 6 Strategy
    • Synergies for partners
    • Focus on early-stage investment
    • Exklusive for co-investments for partners
    • S+W acts as early-stage partner for later-stage funds
    • Network and deal-flow can be used exclusively
    • Director of S+W is member of investmentcouncil of Ökoworld Klima –Fonds and Ökoworld Water for Life - Fonds
    • Active co-operation agreement with IBB-Bet. und KfW
  • Profil e 1 2 3 5 Market Analysis Company 3 8 9 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 10 Finances
  • 7 Outlook
    • Target investment areas
    • Technology-driven investments in the areas of:
    • Geothermie
    • Energy efficiency
    • Electronic storage systems
    • PV-specials
    • Recycling
    • Synthesegas
    • No investments in fascilitators and project planning!
  • 7 Outlook
    • Deal Pipeline
    • Future portfolio companies: current volume: Euro 2 Mio.
    • Phosphor-Recycling
    • Home Automation, energy efficiency
    • De-salination
    • Geothermal
    • Mini plants for individual household (BHKW)
    • Mobile energy storage on PV-Basis
    • Energieautarke Sensor systems
    • Calendar of events
    • Shareholder Meeting: Summer 2010
    • 2nd Quarter results: September 2010
    7 Outlook
  • Contact Alexander F. Romahn CEO SONNE+WIND Beteiligungen AG Bundesallee 171 10715 Berlin www.sonnewindag.com Tel.: 030 / 896 778 491 Fax: 030 / 896 778 492 [email_address]
  • Attachment Extrada Ltd.
    • Corporate Profile
    • originally created as a software designer for energy related services, Extrada currently has revenues in game download and airport security
    • Recent development
    • In 2008 shares were auctioned
    FIRMENLOGO und NAME
    • Dealdetails
    • Investment: 250 T€
    • Total: 30 Mio. €
    • Our share: 2,5 %
    • Stadium: Seed
    • Investment Highlights
    • Break Even: 2009/2010
    • Revenue 2009: ca. 12 Mio. €
    • Market Cap: ca. 30 Mio. €
  • Attachment EBES AG
    • Corporate Profile
    • EBES AG was founded in 2004 and aims to be a leading provider of biogene fuels on the world market.
    FIRMENLOGO und NAME
    • Dealdetails
    • investment100 T€
    • Total:
    • Our share: 3 %
    • Stage: Seed
    • Current development
    • Turnaround after prices dropped in essential biogene goods made from wooden pieces (Kyrill, Olli)
    • Development of ACB – Accelerated Biomass Carbonisation
    • Investment Highlights
    • Break Even: 2009/2010
    • Revenue 2009: ca. 3 Mio. €
    • Market Cap: ca. 3 Mio. €
  • Attachment Solarc GmbH
    • Corporate profile
    • SOLARC develops, produces and sells high-value photovolatic products and systems in the low and medium sector.
    • Current developments
    • Solar Camping LED lamp SOLARC/OSRAM
    • Solarbag: an integration battery saves the solar energy and enables the use of myn mobile devices, i.e. PDAs, Handys, mp3-Player, iPod®.
    • Dealdetails
    • Investment: 350 T€
    • Total: 1,2 Mio. €
    • Our share: 25,06 %
    • Stage: Seed
    • Investment Highlights
    • Break Even: 2008/2009
    • Revenue 2009: 1,6 Mio. €
    • Market Cap: 2,0 Mio. €
  • Attachment Dynatronic GmbH
    • Corporate Profile
    • Dynatronic develops, produces and sells individual-house power plants based on pellets
    • Next to heat the plants produces electricity that can be sold according to EEG
    • Amortization in six years
    • Recent developments
    • 25 KW Pellets-Mini-BHKW:
    • Special value:
    • • reducing CO2
    • • secure energy supply
    • • low regenerative power cost
    • Dealdetails
    • investment: 500 T€
    • Total: 2,8 Mio. €
    • share: 33,4 %
    • Stage: Seed
    • Investment Highlights
    • Break Even: 2015
    • Revenue 2015: 22,8 Mio. €
    • Market Cap: 1,5 Mio. €