ºÝºÝߣ

ºÝºÝߣShare a Scribd company logo
Before one thinks about changing the world, It might be wise to make sure it is not being devestated right now. Paul Claudel (1868-1955)
Profile   1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
1 Profile Mission Create Synergies by co-ownership and co-operation ranging from green money and cleantech to the„return of the sun“
1 Profile Eckdaten Founded in:  2000 Based in : Berlin Type of company:  publicly listed venture capital firm Investmentfocus:  renewable energies Concept:  Evergreen-Fund, no debt leverage Board of Directors: Alexander F. Romahn Biggest shareholder: versiko AG, Hilden (42% der Aktien) Total investment: Euro 7,9 Mio. since founding  curernt Portfolio: 49 Companies, 8 are pre-public listing NAV: approx. Euro 6,0 Mio. Market Cap: approx. Euro 3,5 Mio. Segment: Entry Standard der Frankfurter Wertpapierbörse WKN:  587091 No. of shares:  8.279.540 Stück Share of small investors: 58%
1 Profile Investment Highlights First Early-Stage fund in Green Money Above average growth potential as renewable energy has left its niche Outlook: regardless of the situation in the financial markets, more capital will be acquired to continue and expand the succesful investments and break out of the „prison“ of bad news and windling confidence
1 Profile Investment Highlights Development of Portfolio 2000 - 2008 No bounce-back after the crash in 2002 Performance still unsatisfying High depreciation on not listed companies 5 out of 17 not listed companies went public since 2001 Solarworld AG Conergy AG ENRO AG Phönix Solar AG Systaic AG 2.879 (28) 2.738 (47) 786 (47) 1.219 (44) 2.071 (41) 3.142 (48) 2.576 (44) 3.196 (44) 3.185 (41) 2.162 (8) 2.941 (17) 1.328 (17) 1.066 (16) 583 (15) 621 (14) 1.613 (15) 613 (15) 613 (12) 5.041 5.679 2.114 2.285 2.654 3.763 4.189 3.810 3.798 0 1.000 2.000 3.000 4.000 5.000 6.000 2000 2001 2002 2003 2004 2005 2006 2007 2008 in T€ Listed  Not listed No of investments)
Profil   1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
2 Company History Half of the signed capital was written off First round of investments Initiated by versiko, Düsseldorf and Hilden High depreciation Re-start of investments Begin of looking for strategic investor Listing at Deutschen Wertpapierbörse, WKN 587 091, moved to Berlin Capitalizing on Opportunities, Increase of capital 2000 2002 2003 2004 2006 2007 2008 2009 Foundation of SONNE+WIND Effects of the Neuer Markt Good recovery in 2005 Entry Standard
2 Company Corporate Structure Director:  Alexander Romahn, Dipl.-Wi.-Ing., 42  Non-executive board: Wolfgang Jung, Vorsitzender, 68 Theo Recht, Stellvertreter, 53 Dr. Karl-Heinz Brendgen, 53 Decision process: two-level procedure Zuständigkeiten Kompetenzen
2 Company Divisions Research & Development Venture Capital Portfoliomanagement
2 Company Value chain Identify and invest Preparing for exit Aktive Portfolio-management Sonne + Wind Beteiligungen AG Permanent Dealsourcing Network Initiators Open Competitive Bidding Trade sales IPOs External Partners Capitalizing on Opportunities -involvement of board
Profile   1 2 3 5 Market Analysis Company 3 8 XX 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances 13
3 Portfolio Structure of Portfolio * Portfolio share No listed 83 % 41 Pre-listed 17 % 8 Gesamt 100 % 49 Portfoliostructure of listed investments Photo- voltaik 51 % Other 19 % Fuel-Cell- Technologie 1 % Water 3 % Energy efficiency 17 % Wind  9 %
Profile   1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 10 Finances 16
4 Finances Earnings 2009: approx. 320 T€ Enough cash for another four investments Preparation for exits in 2010 Potential for many portfolio companies to see their all-time-high again Hidden reserves
Profile   1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
5 Market Analysis Regenerative Energy Green Money is last major investment issue Technological breakthroughs in Solar, energy efficiency and Water refinement Elektromobility Electrical Storage Green IT PV-driven de-salination
5 Market Analysis Competition Privat Equity / Venture Capital Investment Opportunitiy Green Money
Profile   1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook XX 26 Corporate Strategy Content 4 16 Finances 21
6 Strategy Corporate Strategy Strengthen the team Establishment of Advisory Board Activation of network in society and partners Enlarging the base of investors Increase of Dealflow
6 Strategy Investment Strategy Focus on core competence early-state investment Selling the listed companies over time  Re-evaluation of the pre-listed portfolio Clear exit scenario for every investment
6 Strategy Financial market strategy Create and publish a shareholder information memorandum Increase transparency and build investor relations to attract new investors Communication of the equity story Target public relations and road-show with key market players Address individual Investors Increase capital
6 Strategy Synergies for partners Focus on early-stage investment Exklusive for co-investments for partners S+W acts as early-stage partner for later-stage funds Network and deal-flow can be used exclusively Director of S+W is member of investmentcouncil of Ökoworld Klima –Fonds and Ökoworld Water for Life - Fonds Active co-operation agreement with IBB-Bet. und KfW
Profil e 1 2 3 5 Market Analysis Company 3 8 9 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 10 Finances
7 Outlook Target investment areas Technology-driven investments in the areas of: Geothermie Energy efficiency Electronic storage systems PV-specials Recycling Synthesegas No investments in fascilitators and project planning!
7 Outlook Deal Pipeline Future portfolio companies: current volume: Euro 2 Mio. Phosphor-Recycling Home Automation, energy efficiency De-salination Geothermal Mini plants for individual household (BHKW) Mobile energy storage on PV-Basis Energieautarke Sensor systems
Calendar  of events Shareholder Meeting: Summer 2010 2nd Quarter results: September 2010 7 Outlook
Contact Alexander F. Romahn CEO SONNE+WIND Beteiligungen AG Bundesallee 171 10715 Berlin www.sonnewindag.com Tel.: 030 / 896 778 491 Fax: 030 / 896 778 492 [email_address]
Attachment Extrada Ltd. Corporate Profile originally created as a software designer for energy related services, Extrada currently has revenues in game download and airport security Recent development In 2008 shares were auctioned FIRMENLOGO und NAME Dealdetails Investment: 250 T€ Total: 30 Mio. € Our share: 2,5 % Stadium: Seed Investment Highlights Break Even: 2009/2010 Revenue 2009: ca. 12 Mio. € Market Cap: ca. 30 Mio. €
Attachment EBES AG Corporate Profile EBES AG was founded in 2004 and aims to be a leading provider of biogene fuels on the world market. FIRMENLOGO und NAME Dealdetails investment100 T€ Total:  Our share: 3 % Stage: Seed  Current development Turnaround after prices dropped in essential biogene goods made from wooden pieces (Kyrill, Olli) Development of ACB – Accelerated Biomass Carbonisation Investment Highlights Break Even: 2009/2010 Revenue 2009: ca. 3 Mio. € Market Cap: ca. 3 Mio. €
Attachment Solarc GmbH Corporate profile SOLARC develops, produces and sells high-value photovolatic products and systems in the low and medium sector. Current developments Solar Camping LED lamp SOLARC/OSRAM  Solarbag: an integration battery saves the solar energy and enables the use of myn mobile devices, i.e. PDAs, Handys, mp3-Player, iPod®. Dealdetails Investment: 350 T€ Total: 1,2 Mio. € Our share: 25,06 % Stage: Seed  Investment Highlights Break Even: 2008/2009 Revenue 2009: 1,6 Mio. € Market Cap: 2,0 Mio. €
Attachment Dynatronic GmbH Corporate Profile Dynatronic develops, produces and sells individual-house power plants based on pellets Next to heat the plants produces electricity that can be sold according to EEG Amortization in six years Recent developments 25 KW Pellets-Mini-BHKW: Special value: •  reducing  CO2 •  secure energy supply •  low regenerative power cost Dealdetails investment:  500 T€ Total:  2,8 Mio. € share: 33,4 % Stage:  Seed  Investment Highlights Break Even:  2015 Revenue 2015: 22,8 Mio. € Market Cap: 1,5 Mio. €

More Related Content

S+W 2009 UnternehmenspräSentation Engl

  • 1. Before one thinks about changing the world, It might be wise to make sure it is not being devestated right now. Paul Claudel (1868-1955)
  • 2. Profile 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
  • 3. 1 Profile Mission Create Synergies by co-ownership and co-operation ranging from green money and cleantech to the„return of the sun“
  • 4. 1 Profile Eckdaten Founded in: 2000 Based in : Berlin Type of company: publicly listed venture capital firm Investmentfocus: renewable energies Concept: Evergreen-Fund, no debt leverage Board of Directors: Alexander F. Romahn Biggest shareholder: versiko AG, Hilden (42% der Aktien) Total investment: Euro 7,9 Mio. since founding curernt Portfolio: 49 Companies, 8 are pre-public listing NAV: approx. Euro 6,0 Mio. Market Cap: approx. Euro 3,5 Mio. Segment: Entry Standard der Frankfurter Wertpapierbörse WKN: 587091 No. of shares: 8.279.540 Stück Share of small investors: 58%
  • 5. 1 Profile Investment Highlights First Early-Stage fund in Green Money Above average growth potential as renewable energy has left its niche Outlook: regardless of the situation in the financial markets, more capital will be acquired to continue and expand the succesful investments and break out of the „prison“ of bad news and windling confidence
  • 6. 1 Profile Investment Highlights Development of Portfolio 2000 - 2008 No bounce-back after the crash in 2002 Performance still unsatisfying High depreciation on not listed companies 5 out of 17 not listed companies went public since 2001 Solarworld AG Conergy AG ENRO AG Phönix Solar AG Systaic AG 2.879 (28) 2.738 (47) 786 (47) 1.219 (44) 2.071 (41) 3.142 (48) 2.576 (44) 3.196 (44) 3.185 (41) 2.162 (8) 2.941 (17) 1.328 (17) 1.066 (16) 583 (15) 621 (14) 1.613 (15) 613 (15) 613 (12) 5.041 5.679 2.114 2.285 2.654 3.763 4.189 3.810 3.798 0 1.000 2.000 3.000 4.000 5.000 6.000 2000 2001 2002 2003 2004 2005 2006 2007 2008 in T€ Listed Not listed No of investments)
  • 7. Profil 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
  • 8. 2 Company History Half of the signed capital was written off First round of investments Initiated by versiko, Düsseldorf and Hilden High depreciation Re-start of investments Begin of looking for strategic investor Listing at Deutschen Wertpapierbörse, WKN 587 091, moved to Berlin Capitalizing on Opportunities, Increase of capital 2000 2002 2003 2004 2006 2007 2008 2009 Foundation of SONNE+WIND Effects of the Neuer Markt Good recovery in 2005 Entry Standard
  • 9. 2 Company Corporate Structure Director: Alexander Romahn, Dipl.-Wi.-Ing., 42 Non-executive board: Wolfgang Jung, Vorsitzender, 68 Theo Recht, Stellvertreter, 53 Dr. Karl-Heinz Brendgen, 53 Decision process: two-level procedure Zuständigkeiten Kompetenzen
  • 10. 2 Company Divisions Research & Development Venture Capital Portfoliomanagement
  • 11. 2 Company Value chain Identify and invest Preparing for exit Aktive Portfolio-management Sonne + Wind Beteiligungen AG Permanent Dealsourcing Network Initiators Open Competitive Bidding Trade sales IPOs External Partners Capitalizing on Opportunities -involvement of board
  • 12. Profile 1 2 3 5 Market Analysis Company 3 8 XX 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances 13
  • 13. 3 Portfolio Structure of Portfolio * Portfolio share No listed 83 % 41 Pre-listed 17 % 8 Gesamt 100 % 49 Portfoliostructure of listed investments Photo- voltaik 51 % Other 19 % Fuel-Cell- Technologie 1 % Water 3 % Energy efficiency 17 % Wind 9 %
  • 14. Profile 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 10 Finances 16
  • 15. 4 Finances Earnings 2009: approx. 320 T€ Enough cash for another four investments Preparation for exits in 2010 Potential for many portfolio companies to see their all-time-high again Hidden reserves
  • 16. Profile 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 16 Finances
  • 17. 5 Market Analysis Regenerative Energy Green Money is last major investment issue Technological breakthroughs in Solar, energy efficiency and Water refinement Elektromobility Electrical Storage Green IT PV-driven de-salination
  • 18. 5 Market Analysis Competition Privat Equity / Venture Capital Investment Opportunitiy Green Money
  • 19. Profile 1 2 3 5 Market Analysis Company 3 8 13 18 Portfolio 6 7 Outlook XX 26 Corporate Strategy Content 4 16 Finances 21
  • 20. 6 Strategy Corporate Strategy Strengthen the team Establishment of Advisory Board Activation of network in society and partners Enlarging the base of investors Increase of Dealflow
  • 21. 6 Strategy Investment Strategy Focus on core competence early-state investment Selling the listed companies over time Re-evaluation of the pre-listed portfolio Clear exit scenario for every investment
  • 22. 6 Strategy Financial market strategy Create and publish a shareholder information memorandum Increase transparency and build investor relations to attract new investors Communication of the equity story Target public relations and road-show with key market players Address individual Investors Increase capital
  • 23. 6 Strategy Synergies for partners Focus on early-stage investment Exklusive for co-investments for partners S+W acts as early-stage partner for later-stage funds Network and deal-flow can be used exclusively Director of S+W is member of investmentcouncil of Ökoworld Klima –Fonds and Ökoworld Water for Life - Fonds Active co-operation agreement with IBB-Bet. und KfW
  • 24. Profil e 1 2 3 5 Market Analysis Company 3 8 9 18 Portfolio 6 7 Outlook 21 26 Corporate Strategy Content 4 10 Finances
  • 25. 7 Outlook Target investment areas Technology-driven investments in the areas of: Geothermie Energy efficiency Electronic storage systems PV-specials Recycling Synthesegas No investments in fascilitators and project planning!
  • 26. 7 Outlook Deal Pipeline Future portfolio companies: current volume: Euro 2 Mio. Phosphor-Recycling Home Automation, energy efficiency De-salination Geothermal Mini plants for individual household (BHKW) Mobile energy storage on PV-Basis Energieautarke Sensor systems
  • 27. Calendar of events Shareholder Meeting: Summer 2010 2nd Quarter results: September 2010 7 Outlook
  • 28. Contact Alexander F. Romahn CEO SONNE+WIND Beteiligungen AG Bundesallee 171 10715 Berlin www.sonnewindag.com Tel.: 030 / 896 778 491 Fax: 030 / 896 778 492 [email_address]
  • 29. Attachment Extrada Ltd. Corporate Profile originally created as a software designer for energy related services, Extrada currently has revenues in game download and airport security Recent development In 2008 shares were auctioned FIRMENLOGO und NAME Dealdetails Investment: 250 T€ Total: 30 Mio. € Our share: 2,5 % Stadium: Seed Investment Highlights Break Even: 2009/2010 Revenue 2009: ca. 12 Mio. € Market Cap: ca. 30 Mio. €
  • 30. Attachment EBES AG Corporate Profile EBES AG was founded in 2004 and aims to be a leading provider of biogene fuels on the world market. FIRMENLOGO und NAME Dealdetails investment100 T€ Total: Our share: 3 % Stage: Seed Current development Turnaround after prices dropped in essential biogene goods made from wooden pieces (Kyrill, Olli) Development of ACB – Accelerated Biomass Carbonisation Investment Highlights Break Even: 2009/2010 Revenue 2009: ca. 3 Mio. € Market Cap: ca. 3 Mio. €
  • 31. Attachment Solarc GmbH Corporate profile SOLARC develops, produces and sells high-value photovolatic products and systems in the low and medium sector. Current developments Solar Camping LED lamp SOLARC/OSRAM Solarbag: an integration battery saves the solar energy and enables the use of myn mobile devices, i.e. PDAs, Handys, mp3-Player, iPod®. Dealdetails Investment: 350 T€ Total: 1,2 Mio. € Our share: 25,06 % Stage: Seed Investment Highlights Break Even: 2008/2009 Revenue 2009: 1,6 Mio. € Market Cap: 2,0 Mio. €
  • 32. Attachment Dynatronic GmbH Corporate Profile Dynatronic develops, produces and sells individual-house power plants based on pellets Next to heat the plants produces electricity that can be sold according to EEG Amortization in six years Recent developments 25 KW Pellets-Mini-BHKW: Special value: • reducing CO2 • secure energy supply • low regenerative power cost Dealdetails investment: 500 T€ Total: 2,8 Mio. € share: 33,4 % Stage: Seed Investment Highlights Break Even: 2015 Revenue 2015: 22,8 Mio. € Market Cap: 1,5 Mio. €

Editor's Notes

  1. Seite 3
  2. Seite 3
  3. Seite 3
  4. Seite 3
  5. Seite 3
  6. Seite 3
  7. Seite 3