Ocean-GeoLoop (OCEAN) investor relations material

Strategic Direction and Business Transformation

• Launched cooling as a new growth engine, targeting scalable applications in data centers and AI infrastructure to capitalize on strong commercial potential and market trends.

• Streamlined corporate structure into three subsidiaries: COOL (cooling), Captured (carbon capture), and Energi Teknikk (hydropower), to improve focus, transparency, and capital flexibility, with capital allocated by commercial readiness.

• Pivoted strategy to prioritize commercially viable, cash flow-positive projects and short-term wins, while maintaining commitment to carbon capture technology.

• Strengthened leadership team and capital allocation policy to support accelerated commercialization and shareholder value creation.

• Actively pursuing alliances and alternative financing at both group and subsidiary levels to support growth and reduce reliance on public market capital.

Macro Trends and Strategic Response

• Global convergence on climate change and increased climate funding drive opportunities, but policy uncertainty and disrupted trade channels present challenges for 2025-26.

• Focus on leveraging proprietary e-Loop technology, hydroengineering capabilities, and dynamic IP to accelerate product development and respond to capital flows.

Technology and Product Development

• Developed proprietary, energy-neutral, closed-loop cooling technology with potential to reduce operating costs by 60%-80% and drastically lower water and energy usage, targeting zero emissions.

• Cooling solution is modular, scalable, and designed for rapid prototyping and deployment, with a focus on data centers but adaptable to other industries.

• Carbon capture technology uses water as the capture medium, is fully electric, avoids chemicals, and achieves less than 20% of the energy consumption of conventional systems.

• E-Loop architecture underpins both cooling and energy generation, enabling synergies across the portfolio and supporting future synthetic fuel production.

• Energi Teknikk provides in-house turbine technology and manufacturing capabilities, serving as the industrial backbone for scaling new solutions.