pikite - sky energy - sergio
TRANSCRIPT
In 20 Years near half cars in the worldwill be eletric.
In 2020 Apple will be producing its first eletric car
Investor PresentationAug 2016
ELONMUSK
SergioCabbralCavalcan6EndeavorEntrepreneur,IdeaValley,TedxGoogleLunarXprizeSpaceMETA
MaxLeite,PresidentofBoardIntelDirectorofInnova6on
JulianaLaxeTeamManager,FundaçãoGetulioVargasMarambaiaCapital
PabloBrennerTop100NasdaqIPOCo-InventorofWiFi
LaurentGilCFOCreditLionnaysDirectorSoldacompanytoGoogle
UFRJandUERJStudentsTheBrains…
BoarofDirectors:LuizCezarFernandes–FounderofPactualBank,themustbiggerBrasilInvestmentBank
JorioDauster,FormerBrasilAmbassadeuandBoardofBigBrasilEnterprises
LuigiBaricelliMidiaManager1.000.000FollowerSingularity
NASATechnologyPatnnerAndAdvisory
Youtube.com/spacemeta,www.ideavalley.com.br,facebook.com/sergio123cabral
Washington
SilliconValley-Google
Budapest Chile
TokyoBRASIL
1-TheEnergycontentintheJetStreamcansuply1006mestheactualenerge6cplanetdemand.2-Windenergygenera6onwillpassnuclearin20203-Severalcountriesalreadyhasmorethan30%oftotalenergyproduc6oncammingfromeolic!4-Insomecoutriesitsgrewmorethan20%/year
EachHemispherehastwojetstreams:ThePolarJetStreamandSubTropicalJetStream.
ThePowerofWindOnEarth,WindisaformofSolarEnergy!!!
1-HasLimitofEngeneeringarchivied–300MtsAlt2-NeedsstrongInvestment–5USM/MGW
3-Don’thavesomuchplacementop6onsavailable4-Hasinfrastructurebigchallenges5-Verybad6metomarket–2Years
6-Notsoatrac6vecostperKWH:0,10US7-VeryComplexinstala6onandmaintanence
TheActualTradi6onalwindbasedSolu6ons
1-UsingKitesCanFlymuchhighercole6ngmoreenergy2-FrexibilityforCostomiza6onforseveralsizes
3-Pra6callycanbedeployedinanyarea4-Canbeplacednearthedemand
5-Best6metomarket.ReadyNow.NoWai6ngList6-BestCheapercostperKWH=0,02US.7-Verysimpleinstala6onandmaitanance
TechnicalSolu6onsTradi6onalxInnova6on
SkyEnergy•30euros/MWHrisks•60I%RR
PREMISSES(2015)
CustoKWh InitInvest
IRRInternalRateofReturn TimedoDeploy ActualCap GrowthRate
InstalledBase MktInvst Produc6vi6
USD MMUSD/Mwi % Month KW (%Year) (plants) MWnext3Y GW/KM2Eolic 0,15 4,6 12,4% 18 9.212.530 8 393 4to6.000 5a50Hidric 2a5 3,8 17% 36 93.617.790 6 1224 11.000 5a50Nuclear 3a4 15 10% 120 1.990.000 0 2 na 10a100TermoGas 4a5 4,7 26% 24 12.996.357 5 151 3to5.000 naSolar 15a32 6.5M 23% 24 22.952 4 39 2to3.000 100a250 PIKITE 0.02a0.05 1,8 60% 3 3% 20% 30est seefwd 2a500
- NoBirdKill- NoSoundPolu6on,NoNoise,NoVibra6on
- NoTV/RadioSignalScramble- Noneedspecialsafearea
- Nospeciallogis6ctotransporta6on- JoinWindMo6onandPressuretogenerateenergy
SKYENERGY
RenewableSourceCarbon-Free24Hsproduc6onCycleNoSpecialTerrainrequiredLowTurnOverEasyAgreagateValueEasyDiferenta6onBestProduc6vityperKM2BirdFirendly
CulturalImpactNeedbeinBigProjectsTechnologicalUncertabilityNoiseNoWindneedsAutoLand/TakeOffWeathersensibleNewSuplayChainStressTest
GrowthCostofEletricityDemandMappedGrowthdemandFranchisingforSmallGenera6onsUnitComplexLandTopographyGridInjec6onOverNightScalabilityEasyTurnOver
Lighitngs,SpikesAccidentsWorldFinancialCrisisRemoteSiteMaintananceSecu6riza6onClonningandPirates
SkyEnergy
TheTechnologyOverview
BasedonNASApatent123123123ASopKiteEletricGeneratorusingImageprocessingToKiteauto-pilot
WeenhancethispatenttoincreaseEficiency,Protec6ngforligh6ngandpreparingittoworkinascalableClusterinanight-dayopera6on.
TheTechnologyOverview
Generators
ControlCables
Kite
ImageProcessingUnit
Camera
ServoControl
500to2.000mts
MainInnova6onsAre
• ImageProcessingtoAvoidSelf-Colisions• NightOpera6on• Ligh6ngProtec6on• PiezzoEletricSurfaceforincreaseEficiency• Auto-PilotMeshnetArchitecture• MicroWeatherMachineLearningSopware
KiteWindTechAvailable• Wing:
• Sop,Hard,• LighterthenAir
• Generator:• AirGenerator,• GroundGenerator
• Wind:• Crosswind• Sta6c
• Tether:• Single• Mul6ple
• Al6tude:• Low• High
SkyEnergyCompe6tors(Kiteoriented)
Descrip6on Unit Compe6tor1 Compe6tor2 Compe6tor3 Compe6tor4 Compe6tor5 Compe6tor6 Compe6tor7 Compe6tor8 Compe6tor9 Compe6tor10 Compe6tor11NominalPower MW 0,1 0,5 3 3 3 50 100 200 1000 10000 60000FocerApplied MN 0,02 0,08 0,17--0,7 0,17--0,7 0,7 8,33 16,67 33 166,67 1667 10000RotorWeight Tons 1 25 20--60 20--60 60 5000 10000 20000 100000 833333 4000000StatorWeight Tons 1 25 20--60 20--60 60 7500 15000 30000 150000 1250000 6000000EletromechWeight Tons 0,4 1 1,3--4 1,4--4 4 200 400 800 4000 40000 240000Opera6veAl6tude Km 1 1 1--2 1--2 2 0,75 0,9 1,2 1,86 6,67 10MachinesDiameter Km na na na na 1haMod 1,13 1,34 1,64 2,79 10 25NumberofModules N 1 1 1 1 1of100 44 52 64 120 400 3000PowerperModules MW 0,1 0,5 3 3 3xNMod 1,2 2 3 9 25 20CostofStator MUSD 0 0,2 0,2 0,3 2 15 30 60 300 2500 12000CostofRotor MUSD 0 0,2 0,2 0,3 2 10 20 40 200 16666 8000CostoEletromech MUSD 0,01 0,2 0,3 0,4 0,3 4 8 16 80 800 4800OtherCosts MUSD 0,1 1 1,2 1,4 0 35 35 35 35 35 35ingineering MUSD 0,1 0,1 0,1 0,1 0,1 0,5 1 2 10 100 600TotalCOSTS MUSD 0,21 1,5 1,8 2,1 3 64,5 94 153 625 5102 25435WindAvaiability Hours/Years 4000 4000 4000 4400 5500 3000 40000 5000 7000 7000 7500Energyproduced GWh/year 0,4 2 4--12 4,4--13,2 16,5 150 400 1000 7000 70000 450000PreiodicCosts MUSD 0,01 0,12 0,05--0,15 0,08---0,24 0,26 4,5 9 15,3 62,5 510,2 2543,5AnnualProduc6onValue MUSD 0,04 0,07 0,38--1,16 0,42--1,28 1,6 14,36 39,06 98,47 693,75 6948,98 44745,65IndustrialCotMWh USD 70 60 50--60 50--60 38 47 26 17 10 8 6
MarketSizeandOpportunity
Tradi6onalEOLICInvestment:1USBEolicMWH:42USDEolicGrowthrate:X%YearIRR:12%Year
IfweApplysameeconomicswithPIKITEtechnologyWewillhave60%IRR/Year.
Ac6onPlan
Ini6alOpera6ong•Normalrateproduc6on•InHousecri6calparts•DeploymentOverseas•Appready,BigData•Salesac6vi6es
DesignManufacturing•TeamBuilding•Diferen6a6on•Regulatoryaproval•Manufacturefacili6es•Lowrateproduc6on•TestinRiodeJaneiro•Mktac6vi6es
SeedFunding•Reducekeyrisks•Partstes6ng•Caseprototypes•Productdesign•Rangesafetyini6a6ve•Basicinstalla6on•R&D&LOI’s
SeedRound500KUSD(Q216)•Allpartstogether•Showroom•Pre-sales•Opera6onalProto
SerisARound5M$(Q117)•ProductDesigned•FirstSales•Pre-sales•Fisrtnon-stopopera6on
2016 2017 2018SerisBRound10M$(Q118)•NewValueAdded•ProductLineComplete•Sales•SalesChannelReady•GoaltoSuply20MWHtotheMarket
SelfFunding