Advent | Investor Day Presentation Deck | 104 slides

Advent · 2022-07
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Slide inventory

104
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Problem Identification
02
The slide details the IPCEI Hydrogen Technology funding notification and the associated multi-year disbursement plan.analyze_data
Open slide detailBeat · Problem Identification
03
The slide uses a split-layout to contrast project highlights with market sizing calculations.size_opportunity
Open slide detailBeat · Problem Identification
04
The map uses proportional circles to represent project scale, with the largest project (HyDeal Ambition) highlighted as #1.analyze_data
Open slide detailBeat · Problem Identification
05
The slide uses a combination of a hierarchical table for market potential and a stacked bar chart for regional funding.size_opportunity
Open slide detailBeat · Problem Identification
06
front_matter
Open slide detailBeat · Agitation
07
The slide uses a visual metaphor of H2 formed by water in a forest to emphasize the green energy theme.size_opportunity
Open slide detailBeat · Agitation
08
The chart illustrates the gap between business-as-usual emissions and the reduction potential of e-fuels and other interventions.present_solution
Open slide detailBeat · Agitation
09
The slide highlights the company's global footprint and commitment to operational unity.establish_context
Open slide detailBeat · Agitation
10
summarize
Open slide detailBeat · Agitation
11
The slide uses a checkmark matrix to demonstrate competitive advantage in fuel flexibility.compare_peers
Open slide detailBeat · Agitation
12
The slide uses a 2x4 grid layout to present eight distinct value propositions.present_solution
Open slide detailBeat · Agitation
13
other
Open slide detailBeat · Agitation
14
present_solution
Open slide detailBeat · Agitation
15
establish_context
Open slide detailBeat · Agitation
16
The slide highlights operational expansion in two distinct geographic locations.plan_implementation
Open slide detailBeat · Agitation
17
transition
Open slide detailBeat · Agitation
18
other
Open slide detailBeat · Agitation
19
The slide uses the UN Sustainable Development Goals (SDGs) as a framework for corporate sustainability.present_framework
Open slide detailBeat · Agitation
20
The slide uses a vertical sidebar for branding and a nature-themed background image.summarize
Open slide detailBeat · Agitation
21
The chart on the left appears to be a misaligned or placeholder visualization as the values do not correspond to the table data.analyze_data
Open slide detailBeat · Solution
22
The slide uses a map-based visualization to show employee headcount by region.analyze_data
Open slide detailBeat · Solution
23
The slide highlights ESG initiatives related to human capital development.summarize
Open slide detailBeat · Solution
24
Includes a vertical sidebar with 'ESG HIGHLIGHTS' and company logo.summarize
Open slide detailBeat · Solution
25
summarize
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26
summarize
Open slide detailBeat · Solution
27
front_matter
Open slide detailBeat · Solution
28
The slide uses a 2x2 grid layout to categorize business segments.other
Open slide detailBeat · Solution
29
transition
Open slide detailBeat · Solution
30
The chart shows annual generator sales for stationary applications from 2016 to 2025, segmented by industry.size_opportunity
Open slide detailBeat · Solution
31
Includes a stacked bar chart for total tower count and a bubble chart for market growth by generator size.size_opportunity
Open slide detailBeat · Solution
32
The chart shows a clear divergence between rising diesel costs and falling green fuel costs over time.quantify_opportunity
Open slide detailBeat · Solution
33
The chart shows cumulative costs over 10 years; the ROI bar represents the difference between the two TCO paths.analyze_data
Open slide detailBeat · Solution
34
The slide highlights service areas (Sales POC, TCO, Installation, Monitoring, Maintenance, Fuel, Logistics) and team size (30+ engineers).establish_context
Open slide detailBeat · Solution
35
The slide uses a process flow diagram to illustrate the shift in go-to-market strategy.propose_solution
Open slide detailBeat · Solution
36
Uses a simple multiplication framework to illustrate scaling potential.size_opportunity
Open slide detailBeat · Solution
37
transition
Open slide detailBeat · Solution
38
The slide uses a vertical blue sidebar for branding and a product photo on the right.present_solution
Open slide detailBeat · Solution
39
The slide outlines a specific go-to-market application for the M-ZERO product.present_solution
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40
The slide uses a three-stage process flow: Defense funding -> Market expansion -> Commercial revenue.present_solution
Open slide detailBeat · Solution
41
The slide features a 3D rendering of a fuel cell chassis.transition
Open slide detailBeat · Solution
42
The slide uses a hub-and-spoke visual metaphor to show a single core technology powering multiple industry verticals.present_solution
Open slide detailBeat · Solution
43
The slide uses checkmarks to indicate which market segments prioritize specific technical features of the HT-PEM technology.compare_peers
Open slide detailBeat · Solution
44
Uses a simple process flow visual to show value-add.present_solution
Open slide detailBeat · Solution
45
The slide uses a process flow to show how Advent's technology moves from co-development to commercial production by partners.plan_implementation
Open slide detailBeat · Solution
46
The slide uses a stacked bar chart to show revenue composition (Engineering Fees, MEA sales, Licensing fees) over time, correlated with production capacity (MW)plan_implementation
Open slide detailBeat · Solution
47
summarize
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48
summarize
Open slide detailBeat · Solution
49
The chart illustrates a 'crossover' point where eFuels become more cost-effective than fossil fuels.analyze_data
Open slide detailBeat · Solution
50
The slide uses a world map background with circular photo cutouts connected by dotted lines, suggesting a global team structure.introduce_nominees
Open slide detailBeat · Solution
51
summarize
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52
Features a photo of a technician working on circuit boards.transition
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53
The slide uses a callout structure to zoom into the fuel cell stack and the Membrane Electrode Assembly (MEA).establish_context
Open slide detailBeat · Solution
54
The slide uses a value-chain style flow to show the transition from raw energy sources to end-use applications.present_solution
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55
The slide uses a mix of imagery (rocket, ship, fuel tank, cartridge) to illustrate the versatility of the fuel technology.size_opportunity
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56
The table uses a traffic light system (green, yellow, red) to indicate performance levels for each technology.compare_peers
Open slide detailBeat · Solution
57
The radar chart compares Advent HT-PEM (blue) against LT-PEM (red) across five performance axes: Resilience, Humidity/Dryness, Peak Power, Fuel Flexibility, andcompare_peers
Open slide detailBeat · Solution
58
The slide uses a vertical sidebar for branding and a blue callout box to summarize the core value proposition.present_framework
Open slide detailBeat · Solution
59
The slide uses a dual-row timeline structure to separate technology development from corporate/operational milestones.illustrate_case
Open slide detailBeat · Solution
60
summarize
Open slide detailBeat · Solution
61
The slide uses a 2x2 grid layout to categorize product offerings by application.other
Open slide detailBeat · Solution
62
Uses a value-chain style process flow to show vertical integration.present_framework
Open slide detailBeat · Solution
63
The slide highlights the HTPEM fuel cell technology and the modularity of the 5kW units.present_solution
Open slide detailBeat · Solution
64
establish_context
Open slide detailBeat · Solution
65
The chart illustrates economies of scale, often referred to as a learning curve or experience curve.quantify_opportunity
Open slide detailBeat · Solution
66
The slide uses a schematic diagram of a vehicle chassis paired with a 3D render of the battery/fuel cell module to illustrate the 'skateboard' concept.present_solution
Open slide detailBeat · Solution
67
The slide uses a technical diagram of a vehicle's cooling system to illustrate the benefit of the fuel cell's operating temperature range.present_solution
Open slide detailBeat · Solution
68
The chart uses a dual-axis approach to show power/lifespan (left axis) and TCO (right axis) over time.quantify_opportunity
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69
summarize
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70
front_matter
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71
establish_context
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72
Uses a hub-and-spoke diagram to contrast regional policy goals.compare_peers
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73
The slide uses a background image of a wind turbine and a large H2 graphic to emphasize the green hydrogen theme.propose_solution
Open slide detailBeat · Solution
74
The slide uses a hexagonal image grid to represent various sectors (trucking, aviation, shipping, power) that require fuel cell technology.establish_context
Open slide detailBeat · Solution
75
The slide uses a vertical sidebar for branding and a combination of bullet points and product imagery to convey the strategic roadmap.propose_solution
Open slide detailBeat · Solution
76
The slide uses a vertical sidebar for branding and a circular photo of the team to humanize the company.establish_context
Open slide detailBeat · Solution
77
introduce_nominees
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78
The chart uses a horizontal axis representing autonomy duration (4hrs to days) and a vertical axis for market segments, highlighting the company's specific nichestablish_context
Open slide detailBeat · Solution
79
The slide uses a custom 2D matrix layout to segment market applications by energy density/scale and duration of autonomy.size_opportunity
Open slide detailBeat · Solution
80
The slide uses a background image of a large-scale solar/electrolyser facility to visually represent the scale of the expansion.establish_context
Open slide detailBeat · Solution
81
The slide highlights the Green HiPo project's key metrics and visualizes the diverse industrial sectors (off-takers) for their technology.summarize
Open slide detailBeat · Solution
82
The slide uses a central product image to bridge the 'Any Fuel' input side and the 'Markets' output side, with an environmental resilience section at the bottompresent_solution
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83
The slide uses a hub-and-spoke visual metaphor to categorize business activities.summarize
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84
The slide uses a horizontal timeline with vertical callouts for specific months, accompanied by representative imagery.summarize
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85
The slide uses a horizontal timeline with vertical callouts for specific monthly events.summarize
Open slide detailBeat · Solution
86
plan_implementation
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87
The slide uses a '3Es' framework which is a common shorthand in energy policy.diagnose_problem
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
90
front_matter
Open slide detailBeat · SolutionLoop · Cost Of Inaction
91
The slide uses a circular hub-and-spoke diagram to illustrate business segments.present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
92
summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
93
present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
94
summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
95
The slide uses a bottom-up market sizing approach to justify the $300M revenue target.quantify_opportunity
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
96
Includes specific cash balance, quarterly burn rate, and a 6-year funding schedule.analyze_data
Open slide detailBeat · Solution
97
The slide includes a table at the bottom showing 2022E-2025E Revenue CAGR and Market Capitalization for each company.compare_peers
Open slide detailBeat · Solution
98
front_matter
Open slide detailBeat · Solution
99
establish_context
Open slide detailBeat · Solution
100
The slide highlights a specific industrial project (Green HiPo) and its strategic role in the green hydrogen economy.present_solution
Open slide detailBeat · Solution
101
The slide uses a hub-and-spoke diagram to show the flow from renewable energy sources through electrolysers to end-use applications.present_framework
Open slide detailBeat · Solution
102
The chart uses a split background to distinguish between historical data (pre-2018) and projections (2019-2050).summarize
Open slide detailBeat · Solution
103
The slide uses a combination of a value proposition list and a conceptual rendering of the fuel cell technology.present_solution
Open slide detailBeat · Solution
104
The slide uses a custom 2D matrix layout to segment market applications by energy source and autonomy duration.present_framework
Open slide detailBeat · Solution