Lion Electric | Investor Presentation Deck | 30 slides — playbook

Lion Electric | Investor Presentation Deck | 30 slides

Lion Electric · 2023-11

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

4

coverage by narrative range · generated from this deck JSON

Narrative range 9 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Product 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits

— 0/4 slides

100% 4/4 slides 50% 2/4 slides 100% 4/4 slides · 5 hits 100% 4/4 slides Financials 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits

— 0/3 slides

33.3% 1/3 slides · 2 hits

— 0/3 slides

100% 3/3 slides

— 0/3 slides

The Ask 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

— 0/1 slides

100% 1/1 slides

— 0/1 slides

100% 1/1 slides

— 0/1 slides

Slide inventory

30

every slide · same image gating as the playbook

01

front_matter

Open slide detail

02

other

Open slide detail

03

The slide uses a list format with circular icons to highlight six key investment pillars.summarize

Open slide detail

04

transition

Open slide detail

05

summarize

Open slide detail

06

Uses a comparison table format to show status of two products.present_solution

Open slide detailBeat · ProductLoop · Voice Of Customer

07

The slide uses a comparison table format to show the status of four different vehicle models.present_solution

Open slide detailBeat · ProductLoop · Voice Of Customer

08

The slide uses a hub-and-spoke diagram to illustrate the ecosystem surrounding the core vehicle offering.present_solution

Open slide detailBeat · SolutionLoop · Voice Of Customer

09

The slide highlights the physical infrastructure and production capability.establish_context

Open slide detailBeat · ProductLoop · Voice Of Customer

10

Includes photos of the facility and Lion Electric buses.establish_context

Open slide detail

11

Includes photos of the facility, battery packs, and assembly line.show_traction

Open slide detail

12

transition

Open slide detail

13

argue_timing

Open slide detailLoop · Why Now

14

Includes a specific conditional order note at the bottom.show_traction

Open slide detailLoop · Quick Win Big Bet

15

Includes photos of LION6 truck and LIONC school buses.show_traction

Open slide detail

16

Includes a bar chart comparing FY2021 and FY2022 revenue and a list of key financial highlights.summarize

Open slide detailBeat · Financials

17

Includes a disclaimer about non-IFRS measures at the bottom.summarize

Open slide detailBeat · Financials

18

Includes footnotes regarding FX rates and borrowing base calculations.analyze_data

Open slide detailBeat · Financials

19

summarize

Open slide detail

20

appendix

Open slide detail

21

Includes detailed reconciliation table and numbered footnotes explaining adjustments.appendix

Open slide detail

22

Focuses on the definition, delivery periods, pricing assumptions, and non-IFRS nature of the order book.appendix

Open slide detail

23

Contains specific operational metrics: 2,232 vehicles in order book, 2,500 annual production capacity, 157 units in order book for products not in production, $appendix

Open slide detail

24

transition

Open slide detail

25

present_solution

Open slide detail

26

present_solution

Open slide detail

27

present_solution

Open slide detail

28

present_solution

Open slide detail

29

present_solution

Open slide detail

30

state_next_steps

Open slide detailBeat · The Ask