Li-Cycle | SPAC Presentation Deck | 40 slides

Li-Cycle · 2021-02
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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coverage by narrative range · generated from this deck JSON
Narrative range 40 total
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Slide inventory

40
every slide · same image gating as the playbook
01
Slide 1
Features a photo of industrial machinery, likely a battery recycling facility.front_matter
04
The slide uses a split-screen layout to contrast the Li-Cycle team (left) and the Peridot team (right).other
05
The slide uses a structured list format to categorize transaction details into Overview, PIPE, Capital Structure, and Valuation.summarize
06
establish_context
07
present_solution
08
Uses a causal flow diagram on the left and two bar charts on the right to justify the market opportunity.argue_timing
09
The diagram uses a hub-and-spoke framework to explain the logistics and processing efficiency of the recycling operation.present_solution
10
The slide uses a circular economy narrative ('Closed Loop Strategy').present_solution
11
The slide uses a checkmark/cross matrix to visually demonstrate superiority across multiple qualitative and quantitative metrics.compare_peers
12
The slide uses a quote from Elon Musk to validate the market demand for battery materials.size_opportunity
13
The slide uses a transition arrow to show the evolution of the market composition over time.size_opportunity
14
The visual uses a circular flow diagram to connect three key themes: 2050 Net Zero, Cobalt Reduction, and Solid State Batteries.present_solution
15
The slide combines team bios with company overview and awards/recognitions.summarize
16
The slide highlights the credibility of the SPAC partner (Peridot) by detailing their due diligence and showcasing the high-profile professional experience of testablish_context
17
transition
18
The slide highlights the 'Spoke' part of the Li-Cycle 'Spoke & Hub' model, emphasizing the use of standard, scalable equipment.present_solution
19
The slide highlights a proprietary process protected by trade secrets using standard industrial equipment.present_solution
20
The slide emphasizes the purity and technological relevance of the end products compared to finished cathode materials.present_solution
21
Uses a hub-and-spoke model to explain operational strategy.plan_implementation
22
The slide uses a two-column layout to contrast regulatory pressure (left) with financial incentives (right).argue_timing
23
Includes official NY State seal and a testimonial from Andrew Cuomo.show_traction
24
The slide uses a three-column layout to categorize competitive moats.present_solution
25
transition
26
The chart shows a progression from 10k t/y (spokes) and 60k t/y (hub) today to 100k t/y and 240k t/y by 2025.plan_implementation
27
The slide uses a stacked bar chart approach to visualize margin composition alongside key financial and operational metrics.present_solution
28
Includes commentary on cumulative EBITDA, CAPEX, and cash flow.analyze_data
29
transition
30
Financial disclosure slide for a SPAC transaction.analyze_data
31
The slide uses a matrix structure to compare five distinct peer groups.compare_peers
32
The slide uses two bar charts to contrast growth and profitability metrics.compare_peers
33
The slide compares Li-Cycle's valuation multiples against industry peers, highlighting a discount.compare_peers
34
The slide uses a waterfall-style bridge to show the transition from future firm value to discounted value and finally to post-money enterprise value.analyze_data
36
The slide uses a grid layout to present headshots, titles, and associated company logos for three distinct groups.other
37
Includes specific annotations regarding cash flow funding and future CAPEX expansion.analyze_data
38
The slide uses three line charts to compare historical data, broker projections, and Benchmark Mineral Intelligence projections.size_opportunity
39
Financials are in $US, converted from CAD.analyze_data
40
front_matter