Romeo Power SPAC Merger: 13 Things to Know About RMO Stock as - Nasdaq 3 Since IPO + Additional Upside: Romeo valuation does not include BWA JV revenue opportunity Years After IPO T+3 T+4 T+5 Wall Street Estimates 2013E 2014E 2015E Revenue $ 1,846 $ 2,153 $ 2,717 EBITDA $ 196 $ 286 $ 436 % Margin 11 % 13 % 16 % EV / Revenue 0.8 x 0.7 x 0.6 x EV / EBITDA 7.9 x 5.4 x 3.6 x Years After De - SPAC T+3 T+4 T+5 Mgmt Projections 2023E 2024E 2025E Revenue $ 1,414 $ 3,226 $ 5,640 EBITDA ($ 66) $ 213 $ 666 % Margin NM 7 % 12 % EV / Revenue 2.4 x 1.0 x 0.6 x EV / EBITDA NM 15.6 x 5.0 x Attractive valuation 3Y Forward Revenue Multiple Current 5.4 x At Deal 2.4 x $ 0 $ 40 $ 80 $ 120 0.0 x 5.0 x 10.0 x 15.0 x Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Nikola Share Price EV / Revenue Share Price EV / Revenue EV / Revenue At Deal Median EV / Revenue 5.4 x 9.7 x 2.4 x, 46 25.7x 5.4x 2.5x 7.7x 6.5x 4.8x '22E '23E '24E '22E '23E '24E Valuation Benchmarking Enterprise Value / Revenue Enterprise Value / Revenue 11.1x 2.4x 1.0x 2.5x 0.8x 0.7x 3.2x 1.1x 0.5x 0.6x 0.3x 0.2x 5.6x 2.2x 1.3x NM NM 237.2x '22E '23E '24E '12E '13E '14E '22E '23E '24E '22E '23E '24E '22E '23E '24E '22E '23E '24E Hyliion at Deal Lordstown at Deal Tesla at IPO Nikola at Deal Romeo Power Sources: Company materials, Capital IQ as of September 30, 2020 1 Truck Component Companies assumes median of Cummins , Allison, Meritor and Dana. The challenge that Romeo faces is one of supply and demand. 2021 Romeo Power, Inc. All Rights Reserved. Shareholder information - Orbit Garant Drilling Configurable Current Collector Serves multiple voltage motors Enables fast upgrade to b attery electric v ehicle (BEV) 2. If you experience any issues with this process, please contact us for further assistance. Joe Caminiti or Ashley Gruenberg 4 Values shown assuming $10 per RMG share for illustrative purposes; does not include impact of 7.6 and 4.6 million public and sponsor out - of - the - money warrants % / mm of shares, 45 $ 0 $ 200 $ 400 $ 600 0.0 x 3.0 x 6.0 x 9.0 x Jun-10 Dec-11 May-13 Nov-14 Apr-16 Oct-17 Mar-19 Sep-20 Tesla Share Price EV / Revenue Share Price EV / Revenue Median EV / Revenue 6.5 x 1.7 x 3Y Forward Revenue Multiple Current 6.5 x Median 3 1.7 x Years After De - SPAC T+3 T+4 T+5 Mgmt Projections 2023E 2024E 2025E Revenue $ 765 $ 1,156 $ 1,650 EBITDA $ 91 $ 196 $ 338 % Margin 12 % 17 % 20 % EV / Revenue 1.3 x 0.9 x 0.6 x EV / EBITDA 10.9 x 5.0 x 2.9 x Romeo Pro Forma Valuation Opportunistic entry point relative to future transportation and energy technology peers Market reference points Sources: Company materials, Capital IQ and Bloomberg as of September 30, 2020 1 Nikola Investor Presentation dated March 3, 2020. 10/28/22. you are providing consent to Romeo Power to send you the requested Investor Email Alert updates. This presentation (the "presentation") is for informational purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity, debt or other financial instruments of RMG Acquisition Corp. ("RMG") or Romeo Systems, Inc. ("Romeo") or any of their respective affiliates. Matthieu Cardinal - In transition - Freelance | LinkedIn Romeo does develop more than one module in - house With Just One Highly Configurable Module Romeo Can Create a Variety of Unique Packs Serving a Wide Range of Growing End Markets 1 Creating Massive Deployment Leverage at Every Level Orion V4 Orion V3 Orion V2 Orion V1 Flat V2 Flat 1 Yard Truck, 31 Battery Management System (BMS) Among the most flexible and configurable systems in the market today 4 Romeos BMS offers a complete solution for monitoring and controlling complex battery systems for automotive applications Voltage, current, temperature, isolation measurements Operating modes, contactor, pre - charge and charge control Safety measures isolation monitoring, high voltage interlock, manual service disconnect, hardware and software protections Advanced battery control algorithms Advanced diagnostics and prognostics Field configurability for fast and convenient integration Support over - the - air updates Cybersecurity Automotive ISO 26262 compliant 1 Others only measure voltage, temperature and current, leading to increased buffers and cost Romeo utilizes a series of sophisticated real - time onboard models as a result of proprietary testing and algorithm developments: More accurate remaining range estimation More accurate battery health estimation Enables safer and faster charging Value Proposition Advanced Algorithms Built on highly configurable platform Self - diagnostics Supports wide variety of architectures Operates with virtually every vehicle engine control unit Proven exceptional real world performance Low cost and robust Scalable from 48V to 1000V Faster time to market Vehicle Supervisory Controller On - board Advanced M odels Features Pack 1 ISO 26262 compliance is not yet complete, but expected by Q2 2021, 32 State - of - the - Art Production Facility In - house design, manufacturing and testing capabilities for Romeo North America 113,000 ft 2 North American Headquarters, strategically located in Los Angeles to attract the best industry talent Deliberately designed to allow for cost effective expansion of productions lines to 7 GWh / year capability All key battery development labs in - house, including: Reliability , Testing & Validation Lab Battery Cell Test Lab (Form Factor Agnostic) Battery Safety & Test Facility Section Battery Management Systems Engineering IS09001 Certified & UL2580 Certified 1 Module Lines Pack Lines Module Lines Pack Lines Electrical Automotive Test Lab Mechanical Automotive Test Lab Safety and Destruction Test Lab High Voltage Development Area Cell Technology Lab Thermal Engineering Lab BMS / Firmware Lab Battery Algorithms Lab End of Line Testing While many competitors outsource most testing and some assembly, Romeos complete in - house solution - set allows the company to protect IP, ensure quality control and accelerate development and production Site Highlights Romeo Facility Overview Indicates Function Typically Outsourced by Competitors Production Facility Outside of Los Angeles Materials In Product Out 1 UL 2580 Certified BR Module & Thunder pack, 33 Innovation Roadmap Significant strides have been and continue to be made in order to position Romeo as a breakaway leader 2021 2022 2023 Mass Production of Orion Pack Launch Gen 2 BMS with ISO 26262 Qualification Achieve Extreme Fast Charge of 15 Minutes Double Power Availability Develop Advanced Vapor Phase Change Cooling Develop Gen 3 BMS Innovation and the Mindset of Consistently Improving Have Been at the Forefront of Romeos Business, Allowing the Company to Achieve Milestones Far Ahead of its Competitors Romeo has developed a plan to execute over the next three years in product advancements and innovations designed to achieve n ew ground - breaking products, further its competitive advantage and unlock significant future growth potential 2016 2017 2018 2019 2020 Founded Created Passive Cooling Prototype Developed Low Voltage 48V System Developed and Assembled Production Line Conducted Microlaser Welding Trials Prototyped Highest Energy Density Active Cooling Module (Hermes) Demonstrated Materials Combination and Design for 1,000V Dielectric Withstand and Safety Launched Gen 1 BMS Built and Delivered 3,000 Hermes Modules for Class 7/8 Truck Fleet Evaluation Doubled Speed of Laser Weld Developed Machine Learning Algorithms for Fleet Battery Management Prototyped Flat Packs Achieved Fast Charge of 20 Minutes, 34 Among the Highest Energy Density in the Market Romeo is among the leaders in gravimetric energy density Volumetric ( Wh/l) Gravimetric (Wh/kg) Gravimetric and Volumetric Energy D ensity (Pack) 1 Sources: Roland Berger, Management Estimates 1 Proterra battery pack: energy density included is the maximum value specified by Proterra; Akasol 2021: gravimetric energy de nsi ty included is the maximum value specified by Akasol; BMZ: Module - level energy density adjusted by 10% to estimate pack level en ergy density . (Source: Investor Presentation) Romeo is an attractive bet for electric vehicle OEMs as it offers flexibility, production scalability, enhanced safety features, and an established recycling. Advanced Proprietary BMS Integrated safety features 6. Neither RMG nor Romeo undertakes any obligation to update its forward - looking statements to reflect events or circumstances after the date hereof. RMG stockholders will also be able to obtain copies of the proxy statement/prospectus and definitive proxy statement (when av ail able) and other documents filed with the SEC by RMG through the SECs website at www.sec.gov. These projections are for illustrative purposes only and should not be relied upon as being necessarily indicative of future results. Q2 Earnings Call Presentation, 8-8-22 Form Romeo Power - Events & Presentations Joe Caminiti or Ashley Gruenberg 2 Truck OEM Companies include Volvo, Paccar, Traton and Navistar . Forward - looking statements This presentation contains forward - looking statements within the meaning of The Private Securities Litigation Reform Act of 19 95. Romeo Power powers down its revenue forecast | Financial Times No Representation or Warranty No representation or warranty, express or implied, is or will be given by RMG or Romeo or any of their respective affiliates, di rectors, officers, employees or advisers or any other person as to the accuracy or completeness of the information in this presentation or any other written, oral or other communications transmitted or otherwise made available t o a ny party in the course of its evaluation of the Business Combination, and no responsibility or liability whatsoever is accepted for the accuracy or sufficiency thereof or for any errors, omissions or misstatements, negligent or ot her wise, relating thereto. Toolkit. Securities, Business Combinations, SC149D: Statement of Ownership: Solicitation. There's been plenty of reporting over the recent couple of years on the EV +. Romeo Power Is a SPAC Stock You Can Fall in Love With China) BWA Equity Investment in Romeo BWA invested $ 50mm in Romeos capital raise in 2019 for a 20% equity stake and representation on Romeos Board Provides significant third - party validation of Romeos technological leadership and massive market opportunity Joint Venture In conjunction with equity investment, BWA and Romeo formed a joint venture to pursue opportunities globally in light vehicles and in HD/MD CVs outside of North America. In addition, this non - GAAP financial measure is subject to inherent limitations as they reflect the exercise of judgment by management about which expense and inc ome are excluded or included in determining this non - GAAP financial measure. 2 Assumes no redemptions from the public shareholders of RMG. SEC.gov | HOME Romeo Power will raise $384 million in the deal, which includes a $150 million PIPE investment from investors such as The Heritage Group and Republic . Lineup, Short Haul and Refuse, Pre - series Model Testing 2H19 CF Electric, Short Haul and Refuse, Fleet Trials 2019 ET - 1, Class 8 Truck, Announced Production 2019 Semi, Class 8 Truck, Limited Production 2020 Plan to spend 1bn+ in electro mobility by 2025 International eMV, Medium Duty, Production 2021 eActros, Class 8 Truck, Serial Production 2021 E - Fuso Vision One, Class 8 Truck, Serial Production 2021 FL and FE, Medium and Heavy Duty, Production 2021 eCascadia, Class 8 Truck, Serial Production 2021 Saf - T - Liner C2 Jouley, School Bus, Production 2020 R1T Pickup and R1S SUV , Production 2020 Romeo Development, MOU, Prototype and Production Customers $310mm Currently Under Contract Up to $2.4Bn Under Advanced Negotiation $210mm 1,2 $27mm 1,2 $64mm 1,3 Contracted revenue. PDF Energy Tech: Decarbonizing Commercial Vehicles Builder of new endeavours and team leader. The recipient also acknowledges and agrees that the information contained in this presentation is preliminary in nature and is subject to change, and any such changes may be material. At Romeo Power, we promise to treat your data with respect and will not share your information with any third party. Romeo Power for an online investor presentation and live Q&A discussionregarding their proposed merger Date: Tuesday, December 15th Time: 1:00 p.m. (Eastern Time) * Management will be taking questions from the audience * Share this: LinkedIn Twitter Print Email ByKristi Marvin Search Cart Archives Recent Business Highlights Achieved year end commitment to have approximately 1 gigawatt hour of installed capacity at . In fact, the main reason the company's stock is slumping is that it announced drastically lower revenue guidance for the coming year.. Romeo Power: Attractive Entry Point For Choice Pick In EV Battery Space The merger has it taking over RMG Acquisition while also changing RMG stock to RMO stock. In the interim, Heritages current recycling customers will provide the batteries for recycling. After submitting your request, you will receive an activation email to the requested email address. to Tender Shares UPDATED, Romeo Power Reminds Stockholders to Tender Shares for Nikola Transaction Ahead of October 12, 2022 Deadline, Nikola Lion is a leader in the design, development, manufacturing, and distribution of purpose-built all-electric medium and heavy-duty urban vehicles. Larger Packs 1 MWh packs deliver the best BEV solution for long - haul 4. RMG Acquisition Corp. Announces Stockholder Approval of Business Download PDF . and Romeo Power Joint Merger Press Release, 7-30-22 8K: REMINDER: RMG Acquisition Corp. & Romeo Power Live Q&A Today Stockholders UPDATED, Romeo Stockholders Tender Reminder: Process & Instructions for How Announces Extension of Exchange Offer to Acquire Romeo Power Common Stock, TENDER REMINDER FAQ for Romeo It is not intended to form the basis of any investment decision or any other decisions with respect of th e Business Combination. 2 Truck Component Companies assumes median of Cummins , Allison, Meritor and Dana (T+3) (T+4) Tesla Today Nikola Today 2021E EV OEM 10.9x 5.1x '23E '24E 114.3x 17.1x NM NM NM 9.6x 7.4x Truck Component Median 2 Truck OEM Median 1 Hyliion at Deal Lordstown at Deal Tesla at IPO Nikola at Deal Canoo at Deal QuantumScape at Deal NM 15.6x 7.9x 5.4x 5.1x 1.8x 3.2x 1.6x NM 9.8x NM NM '23E '24E '13E '14E '23E '24E '23E '24E '23E '24E '23E '24E, 48 17% 29% 13% 13% 10% NM NM 7% NM 18% 16% 12% 10% 3% 14% 13% Represents 2022E Margins 228% 147% 108% 87% 85% NA NA NA 68% NM 220% 61% 54% 35% 27% 7% Operational Benchmarking Revenue 2022E - 2024E CAGR 2024E EBITDA Margin Sources: Company materials, Capital IQ as of September 30, 2020 1 Figures represent CAGRs and margins based on company projections as publicly disclosed in investor presentations 2 Based off consensus research estimates at IPO, Capital IQ as of March 3, 2011 3 Truck Component Companies assumes median of Cummins , Allison, Meritor and Dana 4 Truck OEM Companies include Volvo, Paccar, Traton and Navistar . Romeo Power - Investor Relations EX-99.2 8 ea125677ex99-2_hennessy.htm INVESTOR PRESENTATION DATED AUGUST 2020 . But in the company's earnings report, that was lowered to between $18 and $40 million. By providing your email address below, you are providing consent to Romeo Power to send you the requested Investor Email Alert updates. RMG stockholders and other interested persons may obtain, without charge, more detailed information regarding the directors and officers of RMG in RMGs Annual Report on Form 10 - K for the fiscal year ended December 31, 2019, which was filed with the SEC on March 16, 2020. 10 Romeo Power at a Glance Powered By World Leading Technology Romeo Power Modular and Scalable Product Design Approach Enables Customer Centric Solutions Founded in 2016 By former leaders from Tesla, SpaceX, Amazon , Apple, and Samsung ~100 Dedicated employees 60+ Battery - Specific Engineers 7 GWh Capable / 113,000 sq. Romeo Power - Events & Presentations Events & Presentations Romeo Stockholders: Click HERE for the Latest Information About the Tender Offer for the Nikola Transaction Upcoming Events Featured Presentation Archived Events & Presentations Romeo is a battery power company that designs and makes lithium-ion battery modules and packs for commercial electric vehicles. * Required. RMG Romeo Power LIve Investor Presentation and Q&A - YouTube Additional risks and uncertainties are identified and discussed in RMGs reports filed with the SEC. You must click the activation link in order to complete your subscription. EBITDA is not prepared in accordance with acc ounting principles generally accepted in the United States (GAAP) and may be different from non - GAAP financial measures used by other companies. Completes Exchange Offer to Acquire Romeo Power Common Stock, Romeo 2 Through JV with BorgWarner Addressable Market Based on IHS - Markit 1 North America and Europe Commercial Vehicle +7mm vehicles sold annually ~$225Bn Global Commercial Vehicle 2 ~$665Bn +17mm vehicles sold annually Class 1 Class 2 Class 3 Class 4 Class 5 Class 6 Class 7 Class 8 Commercial Vehicle Market, 19 Accelerating Electrification of Vehicles All vehicles classes are rapidly shifting towards electric Projected Global Passenger Car EV vs. ICE Sales Growth ( 2020E - 2040E) 0 10 20 30 40 50 60 70 80 90 EV Sales ICE Sales Units (mm) 12+ U.S. States announced plans to make every new medium - and heavy - duty vehicle sold within their borders fully electric by 2050 Source: Morgan Stanley Research The Global Auto Climate Opportunity: Is Your Car Company 'CLEAN '? (August 10, 2020) Regulatory developments driven by consumer / societal pressures to reduce CO2 are helping drive rapid adoption of zero emission vehicles California proposed worlds first zero - emission sales mandate on commercial trucks, including 40% of trucks sold to be zero - emission by 2035 and 100% by 2045 Between 2025 - 2029, European Union fleet - wide average CO2 emissions must be 15% lower compared to 2019 levels; By 2030 they must be 30% lower, 20 Secured Partnerships and Committed Revenue in the CV Space Addressable Market Opportunity with $ 310mm in Committed Revenue and Significant Upside Opportunity The worlds largest logistics players committed to electric fleets Walmart has committed to reducing emissions by 18 % by 2025 Amazon has committed to being carbon neutral by 2040 Buying 100,000 electric vans The USPS is electrifying the majority of its 200,000 vehicle fleet UPS has placed orders for 10,000 electric delivery vehicles DHLs Mission 2050 targets zero - emission logistics by 2050 operate 70% of pick - up and delivery services with clean solutions IKEA is targeting 100% electric global deliveries by 2025 Republic Services o rdered 2,500 BEV waste trucks from Nikola with deliveries targeted in 2023 Virtually all major OEMs have announced electric vehicle programs LR Refuse, Refuse, Testing 2020 AEOS, Class 7 Truck, Announced Production 2020 Z.E.

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