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Clear Blue Technologies
International Inc.
Second Quarter 2018 Financial Release Call
September 5, 2018
Miriam Tuerk, CEO and Co-founder
*All figures in this presentation are represented in Canadian dollars (CAD).
Our vision
Clear Blue Technologies, the Smart Off-Grid™ company,
was founded on a vision of delivering clean, managed,
“wireless power” to meet the global need for reliable,
low-cost, solar and hybrid power for lighting, telecom,
security, and Internet of Things devices.
Delivering the Next
Generation of Power
with Smart Off-Grid
What is
Smart Off-Grid?
Clear Blue sells an integrated
hardware, cloud software, and
remote management service
that allows mission critical
devices to be installed
anywhere, powered by clean
energy, and monitored and
managed over the Internet.
4
34 countries
Over 20 US states
8 Canadian provinces
Where in the World Is Clear Blue?
Key Projects & Partnerships
TIP Founders
Projects/Partners
Our Growth Strategy
Expansion in existing markets
Greater penetration of industry verticals
Expansion into new verticals and markets
$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
$3.5
$4.0
2017Q1 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2
Trailing Four Quarters Revenue
TFQ Revenue
Trailing Four Quarters
• Q2 2018 TFQ revenue
was $3.93 million.
• This was a 192%
increase in revenue
compared to TFQ
period ending Q2
2017.
• Q2 2018 gross margin
was 17%.
Quarterly Revenue
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
$900,000
$1,000,000
USA Canada Africa Other
Total Revenue in Q2 2018 Compared YOY to Q2
2017
Q2 2017 Q2 2018
• Q2 2018 revenue was
$1.7 million.
• This is a 1054%
increase YOY
compared to Q2 2017.
Revenue by Category
Three Months Ended
Jun 30, 2018
Three Months Ended
Jun 30, 2017
Product Revenue $ (CAD) $ (CAD)
Smart off-grid controllers and systems 935,600 53,084
Illumient smart off-grid lighting 734,629 76,583
Recurring Revenue – Illumience 27,467 17,467
Total Revenue 1,697,696 147,134
Units Deployed
0
500
1000
1500
2000
2500
3000
3500
Q4	2016 Q1	2017	 Q2	2017 Q3	2017 Q4	2017 Q1	2018 Q2	2018
Units Under Management
• 3247 deployed.
• Average contract size
was $79,544.
Three Months
Ended
Jun 30, 2018
Three Months
Ended
Jun 30, 2017
Number of units under management 3,247 1,363
Average Contract Size $79,544 $14,566
Revenue By Geography
$522,256
$239,349
$928,915
$7,176 Revenue By Geography
in Q2 2018
Canada
USA
Africa
Other
• We have Smart Off-Grid
systems in 34 countries
worldwide.
• 55% of Q2 2018 revenue
came from Africa.
Revenue by Geography
Three Months Ended
Jun 30, 2018
Three Months Ended
Jun 30, 2017
Canada $522,256 31% $62,754 43%
USA $239,349 14% $10,934 7%
Africa $928,915 55% $73,446 50%
Other $7,176 0% – –%
Total Revenue $1,697,696 $147,134
Revenue By Vertical
$1,581,822
$114,748 Revenue By Vertical
in Q2 2018
Lighting
Telecommunications
Security/IoT/Other
• 93% of Q2 2018 revenue
came from lighting
installations.
• 7% of Q2 2018 revenue came
from new products developed
specifically for telecoms.
$-
$500,000	
$1,000,000	
$1,500,000	
$2,000,000	
Q2	2017	 Q2	2018	
Revenue	by	Vertical	in	Q2	2018	compared	YOY	to	
Q2	2017
Lighting Telecommunications Security/IoT/Other
Revenue by Vertical
Three Months Ended
Jun 30, 2018
Three Months Ended
Jun 30, 2017
Lighting $1,581,822 93% $104,764 71%
Telecommunications $114,748 7% $37,393 26%
Security/IoT/Other $1,126 0% $4,977 3%
Total Revenue $1,697,696 $147,134
Telecom Infra Project
• Initiative founded by Facebook,
Nokia, Intel, Deutsche
Telekom, SK Telekom to bring
internet connectivity to a billion
people worldwide.
• Telecom Infra Project and Clear
Blue will jointly provide the
Smart Controller Management
API for OpenCellular Power.
Market Opportunity in Africa
• Pilot project using Clear Blue’s
Smart Off-Grid technology in
800 solar and wind-powered
street lights for Logintek
Morocco.
• The first phase in a multi-phase
project expected to total almost
5,000 Smart Off-Grid lights.
• Minimum contract value to 2021
is $5.4 million.
APAC
46%
EMEA
30%
AMERICAS 23%
The market in APAC is expected to be valued at
$3.03 BILLION
in 2020
In the UK, street lighting accounts for about 40% of energy
consumption, which has resulted in a need for alternatives
The solar street lighting market in the Americas is
growing at a CAGR of 19.23%
Source: Transparency
Market Research (TMR)
Global Market Opportunity
Why Invest?
This	presentation	of	Clear	Blue	Technologies	International	Inc..	(“Clear	Blue	”)	is	confidential	and	for	the	intended	recipient’s	use	only.	
The	contents	are	not	to	be	communicated,	reproduced	or	distributed	to	the	public	or	the	press.	This	presentation	should	be	read	in	
conjunction	with	and	is	qualified	in	its	entirety	by	reference	to	the	subscription	agreement	of	the	company	in	respect	of	the offering.	
This	memorandum	is	for	information	purposes	only	and	does	not	constitute	an	offer	to	sell	or	a	solicitation	to	buy	the	securities	
referred	to	herein.	
Forward looking statements
• This	presentation	contains	forward-looking	statements,	which	can	be	identified	by	the	use	of	forward-looking	terminology,	such	as	but	not	
limited	to:	“may”,	“intend”,	“expect”,	“anticipate”,	“estimate”,	“seek”,	or	“continue”,	or	the	negative	thereof	or	other	variations	thereon	or	
comparable	terminology.	In	particular,	any	statements,	express	or	implied,	concerning	trends,	future	operating	results,	growth,	performance,	
business	prospects	and	opportunities	or	the	ability	to	generate	revenues,	income	or	cash	flow	are	forward-looking	statements.	These	statements	
reflect	management’s	current	beliefs,	including	beliefs	as	to	future	financial	and	operating	results,	and	they	are	based	on	information	currently	
available	to	management.	
• Forward-looking	statements	are	necessarily	based	upon	a	number	of	estimates	and	assumptions	that,	while	considered	reasonable	by
management,	are	inherently	subject	to	known	and	unknown	risks	and	uncertainties.	Such	risks	include	but	are	not	limited	to:	the	impact	of	
general	economic	conditions,	market	volatility,	fluctuations	in	costs,	and	changes	to	the	competitive	environments,	as	well	as	other	risks	
disclosed	in	the	public	filings	of	Clear	Blue	and	its	publicly	filed	press	releases.	
• Certain	forward	looking	information	should	also	be	considered	future-oriented	financial	information	(“FOFI”)	as	that	term	is	defined	in	National	
Instrument	51-102.	The	purpose	of	disclosing	FOFI	is	to	provide	a	general	overview	of	management’s	expectations	regarding	anticipated	results	
or	market	conditions.	Readers	are	cautioned	that	FOFI	may	not	be	appropriate	for	other	purposes.
• These	factors	should	be	considered	carefully	and	undue	reliance	should	not	be	placed	on	forward-looking	statements.	Although	the forward-
looking	statements	are	based	upon	what	management	believes	to	be	reasonable	estimates	and	assumptions,	Clear	Blue	cannot	ensure	that	
actual	results	will	not	be	materially	different	from	those	expressed	or	implied	by	these	forward-looking	statements.	
• Unless	specifically	required	by	law,	Clear	Blue	does	not	assume	any	obligations	to	update	or	revise	these	forward-looking	statements	to	reflect	
new	events	or	circumstances.	Clear	Blue	seeks	safe	harbor.	
Questions?
Confidentiality

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Q2 2018 Earnings Call Presentation

  • 1. Clear Blue Technologies International Inc. Second Quarter 2018 Financial Release Call September 5, 2018 Miriam Tuerk, CEO and Co-founder *All figures in this presentation are represented in Canadian dollars (CAD).
  • 2. Our vision Clear Blue Technologies, the Smart Off-Grid™ company, was founded on a vision of delivering clean, managed, “wireless power” to meet the global need for reliable, low-cost, solar and hybrid power for lighting, telecom, security, and Internet of Things devices. Delivering the Next Generation of Power with Smart Off-Grid
  • 3. What is Smart Off-Grid? Clear Blue sells an integrated hardware, cloud software, and remote management service that allows mission critical devices to be installed anywhere, powered by clean energy, and monitored and managed over the Internet.
  • 4. 4 34 countries Over 20 US states 8 Canadian provinces Where in the World Is Clear Blue?
  • 5. Key Projects & Partnerships TIP Founders Projects/Partners
  • 6. Our Growth Strategy Expansion in existing markets Greater penetration of industry verticals Expansion into new verticals and markets
  • 7. $0.0 $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 $4.0 2017Q1 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2 Trailing Four Quarters Revenue TFQ Revenue Trailing Four Quarters • Q2 2018 TFQ revenue was $3.93 million. • This was a 192% increase in revenue compared to TFQ period ending Q2 2017. • Q2 2018 gross margin was 17%.
  • 8. Quarterly Revenue $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 $900,000 $1,000,000 USA Canada Africa Other Total Revenue in Q2 2018 Compared YOY to Q2 2017 Q2 2017 Q2 2018 • Q2 2018 revenue was $1.7 million. • This is a 1054% increase YOY compared to Q2 2017. Revenue by Category Three Months Ended Jun 30, 2018 Three Months Ended Jun 30, 2017 Product Revenue $ (CAD) $ (CAD) Smart off-grid controllers and systems 935,600 53,084 Illumient smart off-grid lighting 734,629 76,583 Recurring Revenue – Illumience 27,467 17,467 Total Revenue 1,697,696 147,134
  • 9. Units Deployed 0 500 1000 1500 2000 2500 3000 3500 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Units Under Management • 3247 deployed. • Average contract size was $79,544. Three Months Ended Jun 30, 2018 Three Months Ended Jun 30, 2017 Number of units under management 3,247 1,363 Average Contract Size $79,544 $14,566
  • 10. Revenue By Geography $522,256 $239,349 $928,915 $7,176 Revenue By Geography in Q2 2018 Canada USA Africa Other • We have Smart Off-Grid systems in 34 countries worldwide. • 55% of Q2 2018 revenue came from Africa. Revenue by Geography Three Months Ended Jun 30, 2018 Three Months Ended Jun 30, 2017 Canada $522,256 31% $62,754 43% USA $239,349 14% $10,934 7% Africa $928,915 55% $73,446 50% Other $7,176 0% – –% Total Revenue $1,697,696 $147,134
  • 11. Revenue By Vertical $1,581,822 $114,748 Revenue By Vertical in Q2 2018 Lighting Telecommunications Security/IoT/Other • 93% of Q2 2018 revenue came from lighting installations. • 7% of Q2 2018 revenue came from new products developed specifically for telecoms. $- $500,000 $1,000,000 $1,500,000 $2,000,000 Q2 2017 Q2 2018 Revenue by Vertical in Q2 2018 compared YOY to Q2 2017 Lighting Telecommunications Security/IoT/Other Revenue by Vertical Three Months Ended Jun 30, 2018 Three Months Ended Jun 30, 2017 Lighting $1,581,822 93% $104,764 71% Telecommunications $114,748 7% $37,393 26% Security/IoT/Other $1,126 0% $4,977 3% Total Revenue $1,697,696 $147,134
  • 12. Telecom Infra Project • Initiative founded by Facebook, Nokia, Intel, Deutsche Telekom, SK Telekom to bring internet connectivity to a billion people worldwide. • Telecom Infra Project and Clear Blue will jointly provide the Smart Controller Management API for OpenCellular Power.
  • 13. Market Opportunity in Africa • Pilot project using Clear Blue’s Smart Off-Grid technology in 800 solar and wind-powered street lights for Logintek Morocco. • The first phase in a multi-phase project expected to total almost 5,000 Smart Off-Grid lights. • Minimum contract value to 2021 is $5.4 million.
  • 14. APAC 46% EMEA 30% AMERICAS 23% The market in APAC is expected to be valued at $3.03 BILLION in 2020 In the UK, street lighting accounts for about 40% of energy consumption, which has resulted in a need for alternatives The solar street lighting market in the Americas is growing at a CAGR of 19.23% Source: Transparency Market Research (TMR) Global Market Opportunity
  • 16. This presentation of Clear Blue Technologies International Inc.. (“Clear Blue ”) is confidential and for the intended recipient’s use only. The contents are not to be communicated, reproduced or distributed to the public or the press. This presentation should be read in conjunction with and is qualified in its entirety by reference to the subscription agreement of the company in respect of the offering. This memorandum is for information purposes only and does not constitute an offer to sell or a solicitation to buy the securities referred to herein. Forward looking statements • This presentation contains forward-looking statements, which can be identified by the use of forward-looking terminology, such as but not limited to: “may”, “intend”, “expect”, “anticipate”, “estimate”, “seek”, or “continue”, or the negative thereof or other variations thereon or comparable terminology. In particular, any statements, express or implied, concerning trends, future operating results, growth, performance, business prospects and opportunities or the ability to generate revenues, income or cash flow are forward-looking statements. These statements reflect management’s current beliefs, including beliefs as to future financial and operating results, and they are based on information currently available to management. • Forward-looking statements are necessarily based upon a number of estimates and assumptions that, while considered reasonable by management, are inherently subject to known and unknown risks and uncertainties. Such risks include but are not limited to: the impact of general economic conditions, market volatility, fluctuations in costs, and changes to the competitive environments, as well as other risks disclosed in the public filings of Clear Blue and its publicly filed press releases. • Certain forward looking information should also be considered future-oriented financial information (“FOFI”) as that term is defined in National Instrument 51-102. The purpose of disclosing FOFI is to provide a general overview of management’s expectations regarding anticipated results or market conditions. Readers are cautioned that FOFI may not be appropriate for other purposes. • These factors should be considered carefully and undue reliance should not be placed on forward-looking statements. Although the forward- looking statements are based upon what management believes to be reasonable estimates and assumptions, Clear Blue cannot ensure that actual results will not be materially different from those expressed or implied by these forward-looking statements. • Unless specifically required by law, Clear Blue does not assume any obligations to update or revise these forward-looking statements to reflect new events or circumstances. Clear Blue seeks safe harbor. Questions? Confidentiality