Post on 05-May-2018
Public Companies (U.S.) with Market Cap <$500mm
Jefferies 2014 Global Industrials Conference 2
Aerospace & Defense
CPI Aerostructures Inc. (AMEX:CVU)
Ducommun Inc. (NYSE:DCO)
Mercury Systems, Inc. (NasdaqGS:MRCY)
Sparton Corp. (NYSE:SPA)
TeleCommunication Systems Inc. (NasdaqGS:TSYS)
The KEYW Holding Corporation (NasdaqGM:KEYW)
Bio Agriculture
Marrone Bio Innovations, Inc. (NYSE:MBII)
Biofuels Renewable Energy Group, Inc.
(NasdaqGM:REGI)
Building Products Insteel Industries Inc.
(NasdaqGS:IIIN)
Chemicals
Advanced Emissions Solutions, Inc. (NasdaqCM:ADES)
American Vanguard Corp. (NYSE:AVD)
Energy Recovery, Inc. (NasdaqGS:ERII)
KMG Chemicals Inc. (NYSE:KMG) OMNOVA Solutions Inc.
(NYSE:OMN) Penford Corporation
(NasdaqGM:PENX) Zep, Inc. (NYSE:ZEP)
Clean Transportation
UQM Technologies Inc. (AMEX:UQM)
Distribution
Transcat Inc. (NasdaqGM:TRNS)
Diversified Industrials Graham Corp. (AMEX:GHM) Lydall Inc. (NYSE:LDL) Nuverra Environmental Solutions,
Inc. (NYSE:NES) PMFG, Inc. (NasdaqGS:PMFG) Xerium Technologies Inc.
(NYSE:XRM) Efficiency
Ameresco, Inc. (NYSE:AMRC)
Electrical Equipment
Pure Technologies Ltd. (TSX: PUR)
Engineering & Construction Northwest Pipe Co.
(NasdaqGS:NWPX)
Environmental & Facilities Services
Casella Waste Systems Inc. (NasdaqGS:CWST)
CECO Environmental Corp. (NasdaqGM:CECE)
Fuel-Tech, Inc. (NasdaqGS:FTEK)
Jefferies 2014 Global Industrials Conference 3
Steel, Metals & Materials
AM Castle & Co. (NYSE:CAS) Dynamic Materials Corp.
(NasdaqGS:BOOM) Olympic Steel Inc.
(NasdaqGS:ZEUS) Universal Stainless & Alloy Products
Inc. (NasdaqGS:USAP)
Wind
Capstone Turbine Corp. (NasdaqGM:CPST))
Green Chemicals & Biofuels
Amyris, Inc. (NasdaqGS:AMRS)
Industrials Biotech/Sustainable Tech
Aemetis, Inc. (NasdaqGM:AMTX)
Machinery
Global Power Equipment Group Inc. (NasdaqGS:GLPW)
Mining
General Moly, Inc. (AMEX:GMO)
OCI Resources LP (NYSE:OCIR)
Smart Grid
Echelon Corporation (NasdaqGS:ELON)
PowerSecure International, Inc. (NasdaqGS:POWR)
Public Companies (U.S.) with Market Cap <$500mm
Aerospace & Defense Name Location Description
CPI Aerostructures Inc. (AMEX:CVU)
Edgewood, New York
Engaged in the contract production of structural aircraft parts for fixed wing aircraft and helicopters in the commercial and defense markets
Operates as a subcontractor for defense prime contractors, as well as the U.S. Department of Defense, primarily the Air Force
Delivers various aircraft structural parts, including skin panels, leading edges, flight control surfaces, engine components, wing tips, cowl doors, and nacelle and inlet assemblies for military aircraft
Involved in assembling various C-5A parts consisting of panels, slats, spoilers and wing-tips
Ducommun Inc. (NYSE:DCO)
Carson, CA
Engages in designing, engineering, and manufacturing mission-critical aerostructure and electronics, and electromechanical components and subassemblies
Operates in two segments: Ducommun LaBarge Technologies and Ducommun AeroStructures
End markets include foreign commercial and military aircraft, helicopter, missile, and space programs, as well as industrial, natural resources, medical and other commercial markets
Mercury Systems, Inc. (NasdaqGS:MRCY)
Chelmsford, MA
Designs, manufactures, and markets digital signal and image processing systems and software for specialized defense and commercial computing markets
Operates in two segments: Advanced Computing Solutions (ACS) and Mercury Federal Systems (MFS)
Provides computing solutions, such as single board computers, digital signal processors, integrated subsystems, microwave sub-assemblies, software, design services, and intelligence, surveillance and reconnaissance (ISR) capabilities
End markets include aerospace and defense, semiconductor, and commercial computing, government and security agencies
Operates in the U.S., Europe, and the Asia Pacific
4
Public Companies (U.S.) with Market Cap <$500mm
Jefferies 2014 Global Industrials Conference
Aerospace & Defense (Cont’d)
Name Location Description
Sparton Corp. (NYSE:SPA)
Schaumburg, Illinois
Engaged in the development, design and manufacturing engineering, production, distribution, and field service of electromechanical devices
Operates through three segments: Medical Device, Complex Systems, and Defense & Security Systems
Medical Device segment designs, manufactures, and repairs medical and biotechnology devices
Complex Systems products are used in flight controls, secure communications, early warning detection, security systems and satellite communications
Defense & Security Systems segment designs and produces products for the U.S. Military and foreign governments
TeleCommunication Systems Inc.
(NasdaqGS:TSYS)
Annapolis, Maryland
Develops and delivers wireless communication technology in the U.S., Europe, Latin America, Africa, and Asia
Operates in two segments: Government and Commercial
Government segment designs, installs, and operates wireless communication systems for the U.S. Department of Defense and other government/foreign customers
Commercial segment enables 9-1-1 call routing through cellular, voice over Internet protocol, and next generation technology
This segment serves wireless carrier network operators, and VOIP service providers
Sells products and services through direct sales force and indirect channels, as well as through relationships with original equipment manufacturers
The KEYW Holding Corporation
(NasdaqGM:KEYW)
Hanover, Maryland
Provides mission-critical cybersecurity, cyber superiority, and geospatial intelligence solutions to the U.S. Government defense, intelligence, and national security agencies, and commercial enterprises
Operates through Government Solutions and Commercial Cyber Solutions segments
Involved in processing data and information from cyberspace to make it accessible to a range of analytical needs and resources
Provides specialized training, field support, and test and evaluation services
5
Public Companies (U.S.) with Market Cap <$500mm
Jefferies 2014 Global Industrials Conference
6
Public Companies (U.S.) with Market Cap <$500mm
Bio Agriculture Name Location Description
Marrone Bio Innovations, Inc.
(NYSE:MBII)
Davis, California
Provides bio-based pest management and plant health products for the crop protection, water treatment, and other target markets in the U.S. and internationally
Offers crop protection products, including herbicides for weed control; fungicides for plant disease control; nematicides for parasitic roundworm control; insecticides for insect and mite killers; and plant growth regulators to increase crop yields
Provides water treatment products for invasive water pests in a range of applications comprising hydroelectric and thermoelectric power generation, industrial applications, drinking water, aquaculture, irrigation, and recreation
Products include Regalia, a plant extract-based fungicidal biopesticide for plant disease control and plant health; Grandevo, a bioinsecticide for insect and mite control to the growers of specialty crops; and Zequanox, a biomolluscicide that kills invasive mussels, which cause infrastructure and ecological damage primarily to power and industrial companies
Offers products directly, as well as through distributors
Biofuels Name Location Description
Renewable Energy Group, Inc.
(NasdaqGM:REGI)
Ames, Iowa
Operates through two segments, Biodiesel and Services
Biodiesel segment is involved in acquiring feedstock, managing construction, and operating biodiesel production facilities; and marketing, selling, and distributing biodiesel and its co-products. This segment produces biodiesel from various feed stocks, including inedible corn oil, used cooking oil, and inedible animal fat; and from virgin vegetable oils, such as soybean oil or canola oil
Services segment provides biodiesel facility management and operational services to biodiesel production facilities and other clean-tech companies, as well as acts as a construction management and general contractor for the construction of biodiesel production facilities
Jefferies 2014 Global Industrials Conference
7
Public Companies (U.S.) with Market Cap <$500mm
Building Products Name Location Description
Insteel Industries Inc. (NasdaqGS:IIIN)
Mount Airy, North Carolina
Manufactures and markets steel wire reinforcing products for concrete construction applications
Offers pre-stressed concrete strand (PC strand) and welded wire reinforcement (WWR) products
The PC strand product is a high strength seven-wire strand that is used to impart compression forces into precast concrete elements and structures, which provides reinforcement for bridges, parking decks, buildings, and other concrete structures
WWR products include engineered structural mesh that is used as the primary reinforcement for concrete elements or structures; concrete pipe reinforcement, which is used as the primary reinforcement in concrete pipe, box culverts, and precast manholes for drainage and sewage systems, water treatment facilities, and other related applications
Chemicals Name Location Description
Advanced Emissions Solutions, Inc.
(NasdaqCM:ADES)
Highlands Ranch, Colorado
Provides environmental technologies and specialty chemicals to the coal-burning electric power generation industry primarily in the United States
Operates through three segments: Refined Coal, Emission Control and CO2 Capture
Develops and markets refined coal technologies, including leasing of refined coal facilities for control of nitrous oxides and mercury
American Vanguard (NYSE:AVD)
Newport Beach, California
Develops, manufactures, and markets specialty chemical products primarily for agricultural, commercial, and consumer uses in the U.S. and internationally
Manufactures and formulates chemicals for crops, turf and ornamental plants, and human and animal health protection
Its chemical products include insecticides, fungicides, herbicides, molluscicides, growth regulators, and soil fumigants in liquid, powder, and granular forms
Distributes its products through national distribution companies and buying groups or co-operatives in the U.S., as well as through sales offices and sales force executives internationally
Jefferies 2014 Global Industrials Conference
Chemicals (Cont’d) Name Location Description
Energy Recovery, Inc. (NasdaqGS:ERII)
San Leandro, California
Designs, develops, and manufactures energy recovery devices (ERDs) that transform untapped energy into reusable energy from industrial fluid flows and pressure cycles
Products include PX ERDs and turbochargers for water desalination; AT and Halo turbochargers for low-pressure brackish and high-pressure seawater reverse osmosis systems; Pressure Exchanger energy recovery devices and turbochargers; and high-pressure pumps under the trademarks of AquaBold and AquaSpire
Offers energy recovery systems comprising turbines and industrial pumps, as well as PX devices; and lsoGen systems that enable oil and gas operators to capture hydraulic energy and generate electricity from high-pressure fluid flows
Serves engineering, procurement, and construction firms
Markets products directly to customers through its sales organization, as well as through authorized independent sales agents in the U.S. and internationally
KMG Chemicals Inc. (NYSE:KMG)
Houston, Texas
Engaged in the manufacture, formulation, and distribution of specialty chemicals primarily in the U.S., Canada, Mexico, Europe, and Asia
Electronic Chemicals segment sells high purity wet process chemicals primarily to the semiconductor industry. Products include sulfuric, phosphoric, nitric and hydrofluoric acids, ammonium hydroxide, hydrogen peroxide, and isopropyl alcohol that are used to clean and etch silicon wafers in the production of semiconductors
Wood Treating Chemicals segment supplies wood treating chemicals, such as penta and creosote to industrial customers who use these products to extend the useful life of wood, primarily utility poles, and railroad crossties
OMNOVA Solutions Inc. (NYSE:OMN)
Fairlawn, Ohio
Provides emulsion polymers, specialty chemicals, and engineered surfaces for commercial, industrial, and residential end uses primarily in North America, Europe, and Asia
Products include tailored resins, binders, adhesives, specialty rubbers, antioxidants, and elastomeric modifiers, which are used in paper, specialty coatings, carpets, nonwovens, construction, oil/gas drilling, adhesives, tapes, tire cords, floor care, and textiles
8
Public Companies (U.S.) with Market Cap <$500mm
Jefferies 2014 Global Industrials Conference
Chemicals (Cont’d) Name Location Description
Penford Corporation (NasdaqGM:PENX)
Centennial, Colorado
Engages in the development, manufacture, and marketing of specialty natural-based ingredient systems for food and industrial ingredient applications primarily in the U.S.
Develops and manufactures ingredients with starch as a base and are used primarily as binders and coatings in paper, packaging, and food production, as well as an ingredient in fuel
Industrial Ingredients segment provides chemically modified specialty starches to the paper, packaging, and other industries in ethylated, oxidized, and cationic forms
Zep, Inc. (NYSE:ZEP)
Atlanta, Georgia
Produces and markets cleaning and maintenance chemicals, and related products and services for commercial, industrial, institutional, and consumer applications in North America and Europe
Product portfolio includes anti-bacterial and industrial hand care products, cleaners, degreasers, deodorizers, disinfectants, floor finishes, sanitizers, pest- and weed-control products, air-care products and delivery systems, and various automotive maintenance chemicals for the automotive, fleet maintenance, industrial/maintenance and institutional supply markets
Sells products through distributors to industrial maintenance, janitorial/sanitation, and automotive markets; retailers, hardware stores, discount stores, and auto parts stores to contractors and small business; and direct sales force to customers in transportation, food processing, industrial manufacturing, and food service industries
9
Public Companies (U.S.) with Market Cap <$500mm
Jefferies 2014 Global Industrials Conference
Clean Transportation Name Location Description
UQM Technologies Inc. (AMEX:UQM)
Longmont, Colorado
Manufactures electric motors, generators, and power electronic controllers
Offers propulsion systems, generators, and related auxiliary components for electric, hybrid electric, plug-in hybrid electric, and fuel cell electric vehicles
Markets products in various segments of the transportation sector, including passenger vehicles and light trucks, commercial trucks and buses, agricultural and construction equipment, boats, and military vehicles
10
Public Companies (U.S.) with Market Cap <$500mm
Distribution Name Location Description
Transcat Inc. (NasdaqGM:TRNS)
Rochester, New York
Provides calibration, repair, inspection, and compliance services in the U.S., Canada, and internationally
Service segment offers calibration service on new and used instruments and repair services. In addition, it offers CalTrak and CalTrak Online, which is a proprietary documentation and asset management system that is used to manage the workflow of its customers’ assets
Distribution segment distributes approximately 100,000 test, measurement, and control instruments to customers. Products sold through direct catalog marketing, Website and Web-based advertising, outbound sales, and an inbound call center
Serves life-science, pharmaceutical, biotechnology, and medical device manufacturing; industrial manufacturing; energy; and chemical manufacturing industries
Diversified Industrials Name Location Description
Graham Corp. (AMEX:GHM)
Batavia, New York
Designs, manufactures, and sells heat transfer and vacuum equipment worldwide
Services and sells spare parts for equipment; and offers supplies and components for use inside the reactor vessel and outside the containment vessel of nuclear power facilities
Products are used in the chemical, petrochemical, petroleum refining, and electric power generating industries for a range of industrial process applications
Sells products directly, as well as through independent sales representatives
Jefferies 2014 Global Industrials Conference
Diversified Industrials (Cont’d) Name Location Description
Lydall Inc. (NYSE:LDL)
Manchester, Connecticut
Designs and manufactures specialty engineered products for thermal/acoustical, filtration/separation, and bio/medical applications worldwide
Performance Materials Segment offers filtration media solutions for air, fluid power, and industrial applications, such as clean-space, commercial, industrial and residential HVAC, power generation, and industrial processes
Thermal/Acoustical Metals segment provides engineered products, such as thermal and acoustical shielding solutions to assist in noise and heat abatement within the transportation sector. Offers thermal and acoustical insulating solutions for the automotive and truck markets
Provides specialty products for blood filtration devices and blood transfusion single-use containers; and designs and manufactures single-use solutions for cell growth, frozen storage, and fluid handling
Sells products primarily to original equipment manufacturers and tier-one suppliers
Nuverra Environmental Solutions, Inc. (NYSE:NES)
Scottsdale, Arizona
Provides full-cycle environmental solutions to customers focused on the development and production of oil and natural gas from shale formations in the U.S.
Offers environmental solutions for unconventional oil and gas exploration and production, including the collection, treatment, recycle, and disposal of restricted environmental products
Serves customers seeking fresh water acquisition, temporary water transmission and storage, transportation, treatment, recycling, or disposal of complex water flows
Owns a 50-mile underground pipeline network in the Haynesville Shale area for the delivery of fresh water and removal of produced water; a fleet of approximately 1,100 trucks for delivery and collection; and approximately 5,700 storage tanks, as well as 56 operating saltwater disposal wells
Customers include major domestic and international oil and gas companies, foreign national oil and gas companies, and independent oil and natural gas production companies
11
Public Companies (U.S.) with Market Cap <$500mm
Jefferies 2014 Global Industrials Conference
Diversified Industrials (Cont’d) Name Location Description
PMFG, Inc. (NasdaqGS:PMFG)
Dallas, Texas
Provides custom-engineered systems and products primarily for the natural gas infrastructure, power generation, and oil refining and petrochemical processing markets worldwide
Operates in two segments: Process Products and Environmental Systems
Offers separation and filtration systems and products that improve efficiency, reduce maintenance, and extend the life of energy infrastructure by removing liquid and solid contaminants from gases or liquids, as well as by separating different liquids
Primarily serves equipment manufacturers, engineering contractors, and the owner-operators of energy infrastructure directly, as well as through independent sales representatives
Xerium Technologies Inc.
(NYSE:XRM)
Youngsville, North Carolina
Manufactures and supplies consumable products primarily for the production of paper
Operates in two segments, Machine Clothing and Roll Covers
Machine Clothing segment provides various types of industrial textiles used on paper-making machines and other industrial applications
Roll Covers segment manufactures, refurbishes, and replaces roll covers, including suction rolls, lump breaker rolls, coater rolls, sizing rolls, calendar rolls, and various purpose conveying rolls used in paper-making machines
Markets products under the Huyck Wangner, Weavexx, Stowe Woodward, Mount Hope, Robec, and Xibe brands to the paper industry’s producers through its direct sales force worldwide
12
Public Companies (U.S.) with Market Cap <$500mm
Jefferies 2014 Global Industrials Conference
13
Public Companies (U.S.) with Market Cap <$500mm
Efficiency Name Location Description
Ameresco, Inc. (NYSE:AMRC)
Framingham, Massachusetts
Provides energy efficiency solutions for facilities primarily in North America
Operates through U.S. Regions, U.S. Federal, Canada, and Small-Scale Infrastructure segments
Develops, designs, engineers, and installs projects that reduce the energy, and operations and maintenance costs of facilities
Projects primarily include various measures customized for the facility and designed to enhance the efficiency of building systems comprising heating, ventilation, air conditioning, and lighting systems. It also provides renewable energy projects and products, as sells and installs photovoltaic (PV) solar energy products and integrated PV systems
Serves governments, healthcare and educational institutions, housing authorities, and commercial and industrial customers
As of December 31, 2013, it owned and operated 41 small-scale renewable energy plants and solar PV installations
Electrical Equipment Name Location Description
Pure Technologies Ltd. (TSX: PUR)
Calgary, Canada
Engaged in the development and application of technologies for inspection, monitoring, and management of physical infrastructure worldwide
Offers SoundPrint technology, which provides remote health monitoring of pipelines, bridges, buildings, and parking structures; SoundPrint, an acoustic fiber-optic monitoring system of pre-stressed concrete water and wastewater pipelines; and SoundPrint light technology, which monitors bridge cables and post-tensioning systems
Offers PureEM, which monitors large-diameter water and wastewater transmission pipelines; SmartBall in-line inspection system that detects leaks; and Sahara in-line inspection system, which is a video inspection system used for detecting gas pockets, illegal taps, and other anomalies in water and wastewater pipelines
Offers PipeDiver for in-service inspection of water and wastewater pressure pipelines; PureRobotics, a robotic pipeline inspection platform; and PureMFL, which is an electromechanical method of testing used to detect corrosion-induced wall loss in metallic pipes
Jefferies 2014 Global Industrials Conference
14
Public Companies (U.S.) with Market Cap <$500mm
Engineering & Construction Name Location Description
Northwest Pipe Co. (NasdaqGS:NWPX)
Vancouver, Washington
Manufactures and markets welded steel pipe and tube products in the U.S., Canada, and Mexico
Water Transmission segment offers large diameter, high pressure, and engineered welded steel pipe products; and rolled steel pipe products for water transmission, plant piping, energy, structural, and industrial applications. This segment sells its products primarily to public water agencies directly or through installation contractors
Tubular Products segment provides smaller diameter, electric resistance welded steel pipes used for energy, construction, agriculture, and other commercial and industrial uses. This segment markets its products through a network of direct sales force personnel and sales agents
Company’s pipeline systems are also used for hydroelectric power systems, wastewater systems, and other applications, as well as industrial plant piping systems and certain structural applications
Environmental & Facilities Services Name Location Description
Casella Waste Systems Inc.
(NasdaqGS:CWST)
Rutland, Vermont
Operates as a regional, vertically-integrated solid waste, recycling, and resource management services company in the northeastern U.S.
Provides resource management services, primarily in the areas of solid waste collection and disposal, transfer, recycling, and organics services to residential, commercial, municipal, and industrial customers
Markets recyclable metals, aluminum, plastics, and paper and corrugated cardboard that are processed at its facilities, as well as recyclables purchased from third-parties
Owns and operates water and leachate treatment facility for the natural gas drilling industry in Pennsylvania
Owns and/or operates 35 solid waste collection operations, 42 transfer stations, 16 recycling facilities, 9 Subtitle D landfills, 4 landfill gas-to-energy facilities, and 1 landfill permitted to accept construction and demolition materials
Jefferies 2014 Global Industrials Conference
Environmental & Facilities Services (Cont’d)
Name Location Description
CECO Environmental Corp.
(NasdaqGM:CECE)
Cincinnati, OH
Provides air-pollution control technology products and services primarily in the U.S., Canada, and China
Offers engineered equipment, cyclones, scrubbers, dampers, diverters, regenerative thermal oxidizers, component parts, and monitoring and managing services
Enables customers to meet BACT requirements and compliance targets for fumes, volatile organic compounds, process, and industrial odors
Fuel-Tech, Inc. (NasdaqGS:FTEK)
Warrenville, Illinois
Provides boiler optimization, efficiency improvement, and air pollution reduction and control to utility and industrial customers worldwide
Air Pollution Control technology segment reduces nitrogen oxide (NOx) emissions in flue gas from boilers, incinerators, furnaces, and other stationary combustion sources
FUEL CHEM technology segment improves the efficiency, reliability, and environmental status of combustion units by controlling slagging, fouling, corrosion, opacity, and acid plume. FUEL CHEM program offered for plants operating in the electric utility, industrial, pulp and paper, waste-to-energy, university, and district heating markets, as well as to the owners of boilers, furnaces, and other combustion units
15
Public Companies (U.S.) with Market Cap <$500mm
Green Chemicals & Biofuels Name Location Description
Amyris, Inc. (NasdaqGS:AMRS)
Emeryville, California
Provides alternatives to petroleum-sourced products for the specialty chemical and transportation fuel markets worldwide
Builds and applies industrial synthetic biology platform to design microbes, primarily yeast, to convert plant-sourced sugars into renewable hydrocarbons
Produces and sells Biofene that converts to squalane, which is used as an emollient in cosmetics and specialty chemical applications
Develops and sells renewable base oils, additives and lubricants for the automotive, industrial, and commercial lubricants markets; and offers natural oils/aroma chemicals for the flavors and fragrances market
Strategic partnership with Total for the production and commercialization of diesel and jet fuels
Jefferies 2014 Global Industrials Conference
Industrials Biotech/Sustainable Tech Name Location Description
Aemetis, Inc. (NasdaqGM:AMTX)
Cupertino, California
Operates as an international renewable fuels and specialty chemical company focusing on the production, acquisition, development, and commercialization of innovative technologies that replace traditional petroleum-based products and convert first-generation ethanol and biodiesel plants into advanced biorefineries in North America and India
Owns and operates a biodiesel plant in Kakinada, India and an ethanol plant in Keyes, California. Aemetis, Inc. sells biodiesel and glycerin to resellers, distributors, and refiners
Provides ethanol, wet distiller grains, corn oil, and condensed distillers soluble
16
Public Companies (U.S.) with Market Cap <$500mm
Machinery Name Location Description
Global Power Equipment Group Inc.
(NasdaqGS:GLPW)
Irving, Texas
Provides customer-engineered equipment, and modification and maintenance services in the U.S., Canada, Europe, Mexico, Asia, the Middle East, and South America
Product Solutions segment designs, engineers, and manufactures gas turbine auxiliary products and electrical solutions for power generation and cogeneration. Provides filter houses, air intake ducts, and exhaust systems, and custom power packaging and integration solutions
Nuclear Services segment offers construction, modification, and maintenance services, as well as the decontamination, decommissioning, and demolition of nuclear projects
Energy Services segment provides routine maintenance, repair, and capital project services; specialty welding services; brazed aluminum heat exchanger repair, maintenance, safety, and fabrication services
Provides cleaning, surface preparation, coatings application, quality control, inspection testing services, industrial insulation services; removal of asbestos and heavy metal based coatings, such as lead paint; replace, repair, and upgrade services for industrial facility roofing systems; and integrated valve and actuator services
Jefferies 2014 Global Industrials Conference
17
Public Companies (U.S.) with Market Cap <$500mm
Mining Name Location Description
General Moly, Inc. (AMEX:GMO)
Lakewood , CA
A development stage company, engaging in the exploration, development, and mining of properties primarily molybdenum in the U.S.
Explores for gold, silver, copper, and zinc
Primary asset is an 80% interest in the Mt. Hope Project, a primary molybdenum property, located in Eureka County, Nevada
The Mt. Hope Project has contained proven and probable molybdenum reserves totaling 1.3 billion pounds
OCI Resources LP (NYSE:OCIR)
Atlanta, Georgia
Engaged in the trona ore mining and soda ash production businesses in the U.S. and internationally
It has approximately 23,500 acres of subsurface leased/licensed mining areas in the Green River Basin of Wyoming. The company also processes trona ore into soda ash, which is a raw material in flat glass, container glass, detergents, chemicals, paper, and other consumer and industrial products
As of December 31, 2013, had proven and probable reserves of approximately 263.1 million short tons of trona
Jefferies 2014 Global Industrials Conference
18
Public Companies (U.S.) with Market Cap <$500mm
Smart Grid Name Location Description
Echelon Corporation (NasdaqGS:ELON)
San Jose, CA
Develops, markets and supports an open standard, multi-application energy control networking platform
Energy control platform consists of three tiers of products: a device tier, a control node tier and an enterprise tier
The device tier includes devices such as load controllers, lighting ballasts, meters and thermostats that contain transceivers that enable them to work as peers
Devices are managed by control nodes, in this case Echelon's Smart Servers
The enterprise tier ties the controls to enterprise information technology (IT) systems
PowerSecure International, Inc. (NasdaqGS:POWR)
Wake Forest, North Carolina
Provides products / services to electric utilities and to commercial, institutional, and industrial customers in the U.S.
Offers interactive distributed generation power systems, smart grid monitoring for electric utilities
Utility infrastructure products and services include transmission and distribution system construction / maintenance and electric grid system design services under the UtilityEngineering and PowerServices brand names
Energy efficient products include lamps and fixtures for department stores and other commercial applications under the Solais brand LED lighting fixtures, shelf and canopy lighting
Jefferies 2014 Global Industrials Conference
Steel, Metals & Materials
Name Location Description
A.M. Castle & Co. (NYSE:CAS)
Oak Brook, IL
Distributes specialty metals and plastics worldwide through two operational segments, Metals and Plastics
The Metals segment distributes engineered specialty grades and alloys of metals, as well as provides specialized processing services
Offers alloy, aluminum, nickel, stainless steel, carbon, and titanium in various forms, such as plate, sheet, extrusions, round bar, hexagon bar, square and flat bar, tubing, and coil
The Plastics segment distributes various plastics in forms that include plate, rod, tube, clear sheet, tape, gaskets, and fittings
Dynamic Materials Corp. (NasdaqGS:BOOM)
Boulder, Colorado
Manufactures explosion-welded clad metal plates, and oil and gas well perforation products; and provides welding services worldwide
Operates in three segments: NobelClad, DynaEnergetics, and AMK Technical Services
NobelClad segment provides explosion-welded clad metal plates that are used in the construction of heavy, corrosion resistant pressure vessels and heat exchangers for oil and gas, alternative energy, chemical and petrochemical, hydrometallurgy, aluminum production, shipbuilding, power generation, and industrial refrigeration industries
The DynaEnergetics segment manufactures, and sells perforating explosives, and associated hardware and seismic explosives for the oil and gas industry in the U.S., Europe, Canada, South America, Africa, the Middle East, and Asia
The AMK Technical Services segment provides welding and machining services principally to power turbine manufacturers, and commercial and military aircraft engine manufacturers
Olympic Steel Inc. (NasdaqGS:ZEUS)
Bedford Heights, OH
Engages in the processing and distribution of metal products primarily in the U.S., Puerto Rico, and Mexico
Operates in two segments comprising Flat Products and Tubular and Pipe Products
Flat Products segment distributes processed carbon, coated, aluminum and stainless flat-rolled sheet, coil, and plate products
Tubular and Pipe Products segment distributes metal tubing, pipe, bar, valves, and fittings and fabricate pressure parts to various industrial markets
19
Public Companies (U.S.) with Market Cap <$500mm
Jefferies 2014 Global Industrials Conference
Steel, Metals & Materials (Cont’d)
Name Location Description
Universal Stainless & Alloy Products Inc. (NasdaqGS:USAP)
Bridgeville, PA
Manufactures and markets semi-finished and finished specialty steel products including stainless steel, tool steel, and other alloyed steels
Produces specialty steel products in the form of long products, including ingots, blooms, billets, and bars; and flat rolled products, such as slabs and plates
Sells products to rerollers, forgers, service centers, OEMs, and wire redrawers in the U.S. and internationally
Acquired Patriot Special Metals, Inc. and RSM Real Estate Holding, Inc. for approximately $110 million in June 2011
20
Public Companies (U.S.) with Market Cap <$500mm
Wind
Name Location Description
Capstone Turbine Corp. (NasdaqGM:CPST)
Chatsworth, California
Develops, manufactures, markets, and services microturbine technology solutions for use in stationary distributed power generation applications worldwide
Offers microturbine units, subassemblies, components, and various accessories for applications, including cogeneration comprising combined heat and power (CHP) and integrated CHP, as well as combined cooling, heat, and power; and renewable energy, natural resources, and critical power supply
Provides various accessories, including rotary gas compressors with digital controls; heat recovery modules for CHP applications; dual mode controllers that allow automatic transition between grid connect and stand-alone modes; batteries with digital controls for stand-alone/dual-mode operations; power servers for multipacked installations; protocol converters for Internet access; and miscellaneous parts, such as frames, exhaust ducting, and installation hardware. In addition, it remanufactures microturbine engines; and provides after-market parts and services, as well as repair and maintenance services
Sells products primarily through distributors and original equipment manufacturers
Jefferies 2014 Global Industrials Conference
Foreign Public Companies with Market Cap <$500mm by Subsegment
Jefferies 2014 Global Industrials Conference 22
Bio Agriculture Evogene Ltd. (TASE:EVGN)
Biomaterials
EcoSynthetix Inc. (TSX:ECO)
Clean Transportation
Electrovaya Inc. (TSX:EFL)
Industrial Biotechnology
Evolva (SWX: EVE)
Mining
Golden Star Resources, Ltd. (AMEX:GSS)
Paper & Packaging Catalyst Paper Corporation
(TSX:CYT) Steels, Metals & Materials Amg Advanced Metallurgical Group
N.V. (ENXTAM:AMG)
Argex Titanium Inc. (TSXV:RGX)
China Gerui Advanced Materials Group Ltd. (NasdaqGM:CHOP)
General Steel Holdings, Inc. (NYSE:GSI)
Luxfer Holdings PLC (NYSE:LXFR)
Transportation
Wheels Group Inc. (TSXV:WGI)
Bio Agriculture
Name Location Description
Evogene Ltd. (TASE:EVGN)
Rehovot, Israel
Operates as a plant genomics company that uses a technology infrastructure to enhance seed traits underlying crop productivity
Operates in two segments, Evogene and Evofuel
The Evogene segment develops technologies to enhance plant performance through seed traits and ag-chemicals
The Evofuel segment develops species of the castor bean plant for second generation feedstock for use in the alternative fuel industry, specifically biodiesel and biojet
Strategic collaborations with agricultural companies primarily to develop traits for yield and abiotic stress tolerance, such as enhanced tolerance to drought, heat, and salinity; and biotic stress resistance, including resistance to disease, pests, and insects
23
Foreign Public Companies with Market Cap <$500mm
Biomaterials
Name Location Description EcoSynthetix Inc.
(TSX:ECO)
Burlington, Canada
Engages in the development and commercialization of bio-based products that are used as inputs in industrial manufacturing for a range of consumer and industrial products worldwide
Its lead product, ECOSPHERE BIOLATEX binders, is used commercially by manufacturers in the coated paper and paperboard industry as replacement for petroleum based emulsion polymers, such as styrene butadiene latex
Provides EcoMer, a family of sugar-based macromers that help polymer manufacturers in creating new waterborne sugar-acrylic polymers and resins; and EcoStix products, which are uses in the development of waterborne pressure sensitive adhesives for a range of label, film, and specialty applications, such as recyclable packaging
Jefferies 2014 Global Industrials Conference
Clean Transportation Name Location Description
Electrovaya Inc. (TSX:EFL)
Mississauga, ON, Canada
Engages in the design, development, manufacture, and marketing of batteries, battery systems, and battery-related products for the electric transportation, utility scale energy storage and smart grid power, consumer, and healthcare markets in Canada
Develops portable power technology products using its Lithium Ion SuperPolymer technology
Offers battery systems for plug in hybrid electric vehicles, electric vehicles, and two-wheel vehicles, as well as for commercial truck and offroad applications; and PowerPad series of batteries for notebook computers and other mobile applications, as well as Scribble Tablet PC products for the health care industry
Provides cells and battery modules; and intelligent battery management systems for automotive, utility-scale, and other integrated systems
24
Foreign Public Companies with Market Cap <$500mm
Industrial Biotechnology
Name Location Description Evolva (SWX: EVE)
Reinach, Switzerland
Evolva Holding SA, a biosynthetic company, discovers and develops ingredients and processes for nutrition, health care, and wellness products in Switzerland and internationally
Technologies are based on yeast that is used in the production of food and beverages
Principal products include Resveratrol, a natural compound produced in grapes and other plants as a response against environmental stress factors; Stevia, a leafy green plant used as natural, zero-calorie, high-and intensity sweetener forms in beverages; Vanilla, a complex blend of flavor and fragrance compounds extracted from the seed pods of the vanilla orchid; Saffron, a spice for food coloring and flavoring, as well as for its aroma properties; and Pomecins that prevent mold and yeast growth
Offers EV-077, a reversible antagonist of isoprostanes and prostanoids for diabetic complications; and EV-35, a bacterial type II topoisomerase inhibitor
Jefferies 2014 Global Industrials Conference
Mining
Name Location Description
Golden Star Resources, Ltd. (AMEX:GSS)
Toronto, Canada
Operates as a gold mining and exploration company
Owns and operates the Wassa open-pit gold mine, the Father Brown open-pit gold mine, and a carbon-in-leach processing plant located approximately 35 kilometers from the town of Bogoso; and the Bogoso gold mining and processing operation located near the town of Bogoso in Ghana
Company maintains a 90% interest in the Prestea Underground mine in Ghana, holds interests in various gold exploration projects in Ghana, other parts of West Africa, and in South America, as well as holds and manages exploration properties in Brazil
25
Foreign Public Companies with Market Cap <$500mm
Paper & Packaging
Name Location Description
Catalyst Paper Corporation (TSX:CYT)
Richmond, Canada
Produces and sells mechanical printing papers in western North America
Operates through three segments: Specialty Printing Papers, Newsprint, and Pulp
The Specialty Printing Papers segment provides coated mechanical, uncoated mechanical, directory, and soft-calendared mechanical papers for retailers, commercial printers, and telephone directory publishers, as well as magazine and catalogue publishers
The Newsprint segment provides newsprint primarily for newspaper publishers in Western and Central North America, Asia, and Latin America
The Pulp segment offers northern bleached softwood kraft pulp products for producers of tissue, magazine papers, woodfree printing and writing papers, and specialty paper products through sales and marketing personnel in Canada, as well as through a network of agents internationally
Jefferies 2014 Global Industrials Conference
26
Foreign Public Companies with Market Cap <$500mm
Steel, Metals & Materials Name Location Description
Amg Advanced Metallurgical Group N.V.
(ENXTAM:AMG)
Amsterdam, the Netherlands
Develops and applies material science based metallurgical solutions for the energy, aerospace, infrastructure and specialty metals, and chemicals markets internationally
Operates in three segments: AMG Processing, AMG Engineering, and AMG Mining
The AMG Processing segment develops and produces specialty metals, such as ferrovanadium, ferronickel-molybdenum, aluminum master alloys and additives, chromium metal, and titanium master alloys; specialty alloys; coating materials; and vanadium chemicals
The AMG Engineering segment designs and produces, vacuum furnace systems, including vacuum remelting, solar silicon melting and crystallization, vacuum induction melting, vacuum heat treatment and high pressure gas quenching, and turbine blade coating and sintering systems; and operates vacuum heat treatment facilities
The AMG Mining segment produces materials comprising natural graphite, tantalum, antimony, and silicon metal
Argex Titanium Inc. (TSXV:RGX)
Montreal, Canada
Operates as a near-term producer of titanium dioxide (TiO2), ferric chloride, iron, and other by-products in Canada
Has interests in the La Blache property and the Mouchalagane property located in Baie-Comeau, Québec; and the Lac Brûlé property located in Forestville, Québec
The company’s TiO2 are used in paint, plastics, coatings, cosmetics, food, pharmaceutical, and other TiO2 applications
Jefferies 2014 Global Industrials Conference
27
Steel, Metals & Materials (Cont’d) Name Location Description
China Gerui Advanced Materials Group Ltd. (NasdaqGM:CHOP)
Zhengzhou, China
Operates as a contract manufacturer of cold-rolled narrow strip steel products in both the People's Republic of China and internationally
Converts steel manufactured by third parties into thin steel sheets and strips, selling its products directly to manufacturers or through distributors
Primarily serves food and industrial packaging, construction and household decorations materials, electrical appliances, and telecommunications wires and cables industries
Formerly known as Golden Green Enterprises Ltd. and changed its name to China Gerui Advanced Materials Group Ltd. in December 2009
General Steel Holdings, Inc. (NYSE:GSI)
Beijing, China
Through its subsidiaries, manufactures and sells steel products in the People’s Republic of China
Offers hot-rolled carbon and silicon steel sheets for use in light agricultural vehicles under the Qiu Steel name; double spiral-weld pipes for use in the energy sector to transport oil and steam under the Baogang Tongyong name; and reinforced bars and high-speed wires for infrastructure and construction applications under the Yu Long and Heng Da names
Luxfer Holdings PLC (NYSE:LXFR)
Salford, United Kingdom
Designs, manufactures, and supplies materials, components, and gas cylinders
The Elektron division focuses on specialty materials based on magnesium, zirconium, and rare earths. Develops and manufactures specialist magnesium alloys, extruded magnesium products, magnesium powders, magnesium plates, and rolled sheets and photo-engraving plates
Gas Cylinders division focuses on products based on aluminum, composites, and other metals. Develops and manufactures advanced high-pressure aluminum and composite aluminum/carbon fiber gas containment cylinders
Operates in the United Kingdom, rest of Europe, North America, Australia, and Asia
Jefferies 2014 Global Industrials Conference
Foreign Public Companies with Market Cap <$500mm
28
Transportation
Name Location Description
Wheels Group Inc. (TSXV:WGI)
Mississauga, Canada
Provides third party logistics and supply chain logistics services in North America
Provides warehousing and distribution services comprising order fulfillment, kitting and co-packing, reverse logistics, consolidation/deconsolidation, cross dock, and storage trailer services
Offers outsourced supply chain solutions, such as business intelligence services, network analysis, key performance indicators and metrics, implementation management, workflow, and opportunity assessment services
Provides temperature controlled services through a fleet of rail reefer trailers; and freight forwarding services that include full-container load and less-than-container load ocean freight services, and cargo consolidation and air and ocean charter services
Offers intermodal dry goods solutions, marine, and carload services; and truck load and less than truck load transportation services through road
Offers services through its partner network of approximately 6,000 truck, rail, air, and ocean carriers
Serves consumer packaged goods, food and beverage, manufacturing, appliances and household products, electronics, and retail clients
Jefferies 2014 Global Industrials Conference
Foreign Public Companies with Market Cap <$500mm
Private Company Presenters by Subsegment
Jefferies 2014 Global Industrials Conference 30
Industrials Biotech/Sustainable Tech
Calysta, Inc.
Quest Resource Management Group, LLC
Internet Software and Services Agrian, Inc.
Mining Cobre Del Mayo, S.A. De C.V.
Steel, Metals & Materials Rain CII Carbon, LLC
TimkenSteel Corp
Transportation Watco Companies
Waste to Fuels
Agilyx Corporation
Wind
Dobreve Energia S.A. (DESA)
Automotive
SANLUIS Rassini, S. A. de C. V.
Bio Agriculture
ArborGen Inc.
Biofuels Algenol Biofuels Inc. LanzaTech Inc.
Clean Technology Beta Renewables S.p.A Cellana, LLC Modern Meadow, Inc.
Clean Transportation
Fallbrook Technologies, Inc.
Coal to Natural Gas
GreatPoint Energy, Inc.
Green Chemicals Biosynthetic Technologies
Genomatica, Inc.
Green Chemicals & Biofuels Elevance Renewable Sciences, Inc.
Virent Energy Systems, Inc.
Automotive
Name Location Description
SANLUIS Rassini, S. A. de C. V.
Mexico City, Mexico
Engages in the manufacture and sale of suspensions parts and brake components for automobiles and light trucks
Operates through Car Suspension Systems and Components for Brakes segments
Offers suspension products comprising multi-leaf springs, parabolic leaf springs, coils springs, torsion bars, bushings, and stabilizer bars. It also provides braking system components, which include rotors, disks, drums, assemblies, hubs, and other castings for use in light and commercial vehicles, passenger cars, and high performance platforms
The company’s products are used in commercial and sports cars, as well as in light and heavy duty trucks
31
Private Company Profiles
Bio Agriculture
Name Location Description
ArborGen Inc.
Ridgeville, South Carolina
Develops biotechnology tree seedling products for commercial forestry industry worldwide
More than 50 years of tree improvement research and combined expertise in forestry developing products designed to meet the challenges facing the global commercial forestry industry
Offers loblolly, slash, longleaf, and radiata pine seedlings for wood, fiber, and energy; and hardwood species, including eucalyptus, oak, elm, and birch and black walnut for papermakers, as well as for the aesthetics of grained and wood for furniture, lumber, and veneers
Sells products to customers ranging from integrated wood product companies, timber real estate investment trusts, developers of biotech seedlings, hardwood consuming companies, timber investment management organizations, and private growers
Jefferies 2014 Global Industrials Conference
Biofuels Name Location Description
Algenol Biofuels Inc.
Bonita Springs, Florida
Operates as an industrial biotechnology company that produces ethanol and green chemicals by using hybrid algae, sunlight, carbon dioxide, and saltwater
Serves customers in the United States, Mexico, South America, Europe, and Asia
Offices, and research and development facilities in the United States and Europe
LanzaTech Inc.
Roselle, Illinois
Develops and commercializes proprietary technologies for the production of low-carbon fuels
Develops and commercializes gas fermentation process that produces fuel ethanol from renewable, non-food resources, including industrial flue gases and other waste gases, such as those produced from the gasification of municipal solid waste and waste biomass
Creates bio-catalytic toolkits for gas fermentation microbe
32
Private Company Profiles
Jefferies 2014 Global Industrials Conference
Clean Technology
Name Location Description
Beta Renewables S.p.A
Salvador, Brazil
Engages in the production and commercialization of ethanol and sugar as well as in the cogeneration of electric energy with an infrastructure comprised of 9 mills operating in 4 Brazilian states with ~34 million tons of crushing capacity
Promotes Proesa technology for the production of second generation (2G) biofuels and biochemicals, with the goal of fast and large-scale deployment of its applications to the market
Operates as a subsidiary of the Odebrecht conglomerate, the 7th largest organization in Latin America
Clean Transportation
Name Location Description
Fallbrook Technologies, Inc.
San Diego, California
Develops a line of transmission products based on NuVinci transmission, a continuously variable planetary (“CVT”) technology that improves the feel, performance, and efficiency of machines that use a transmission, including bicycles, electric vehicles, automobiles, agricultural equipment, and wind turbines
Recently introduced NuVinci Harmony, an automatic shifting system for use with the bicycle CVT and is developing applications incorporating NuVinci technology for other product areas both directly and through licensing agreements
Formerly known as Motion Systems Technologies, LLC and changed its name to Fallbrook Technologies, Inc. in April 2004
Clean Technology (Cont’d)
Name Location Description
Cellana, LLC
Kailua Kona, Hawaii
Develops sustainable algae-based bioproducts for health, feed, and fuel applications
Offers microalgae for biofuels, aquaculture feed, animal feed, cosmetics, and renewable chemicals applications; ReNew OMEGA-3 nutritional oils; ReNew animal nutrition feed; skin and personal care/bioproducts; and ReNew biofuel
The company’s ALDUO system enables production of photosynthetic algae at industrial scale
Strategic partnerships/collaborations with National Alliance for Advanced Biofuels & Bioproducts/Department of Energy/Department of Agriculture and Hawaiian Electric Co./Alexander & Baldwin
Modern Meadow, Inc.
Columbia, Missouri
Develops animal protein for food, leather, and other applications through bio-printing based tissue engineering
Applies the latest advances in tissue engineering to develop novel biomaterials
Develops cultured leather and meat products that require no animal slaughter and much lower inputs of land, water, energy and chemicals
33
Private Company Profiles
Jefferies 2014 Global Industrials Conference
Private Company Profiles
34
Coal to Natural Gas
Name Location Description
GreatPoint Energy, Inc.
Cambridge, Massachusetts
Produces clean, low-cost natural gas from coal, petroleum coke, and biomass utilizing its Bluegas catalytic hydromethanation process
Bluegas operates at significantly higher efficiency than competing technologies and benefits from lower capital intensity, a superior environmental footprint, nearly complete carbon capture, and a much lower cost of production
Products are less expensive than liquefied natural gas and can be transported through the existing pipeline infrastructure
By-product carbon dioxide ("CO2"), captured as part of the Bluegas process, can be used in enhanced oil recovery ("EOR") to improve production from depressurized oil fields
Green Chemicals Name Location Description
Biosynthetic Technologies
Irvine, California
Manufactures a revolutionary new class of biobased synthetic molecules made from organic fatty acids found in plant oils
Biosynthetic oils have numerous uses in the lubricant, chemical, and cosmetics industries; in addition to their high-performance properties, renewable oils are biodegradable and nontoxic
Holds a broad portfolio of issued and pending patents protecting these novel biosynthetic oils
Currently offers two product lines; LubriGreen BioSynthetic Oils and CocoEstolide
Genomatica, Inc.
San Diego, California
Delivers new manufacturing processes that enable partners to produce the world’s most widely-used chemicals from renewable feedstocks, with better economics and greater sustainability than petroleum-based processes
Proprietary biotechnology platform allows the company to create fermentation-based manufacturing processes and to engineer the enabling microorganisms that drive the conversion of renewable feedstocks into intermediate and basic chemicals
Raised $125 million in financing from Alloy Ventures, Bright Capital, Draper Fisher Jurvetson, Mitsubishi Chemical, Mohr Davidow Ventures, TPG Biotech, VantagePoint Capital Partners, Versalis and Waste Management
Jefferies 2014 Global Industrials Conference
Private Company Profiles
35
Green Chemicals & Biofuels Name Location Description
Elevance Renewable Sciences, Inc.
Woodridge, Illinois
Produces high performance ingredients for use in personal care products, detergents, lubricants, and other specialty chemicals and fuel markets from natural oils using olefin metathesis technology
Applies the physical sciences and formulation technology with process knowledge to commercialize renewable products
Diester and diacid products expand options for manufacturers of specialty polyamide, polyol and polyesters
Creates renewable products with varying degrees of unsaturation and molecular weight are of interest of customers in need of specialty monomers or cross linkers
Virent Energy Systems, Inc.
Madison, Wisconsin
Develops and commercializes biorefinery solutions for the production of fungible biofuels
Technology is feedstock flexible, which means that customers can choose the plant sugar source that best fits their needs
Offers BioForming, a technology platform that catalytically transforms soluble plant sugars, such as non-food and home grown energy sources into fungible advanced fuels for car, truck, train, and air transportation
Key strategic relationships in place with Royal Dutch Shell, Cargill and Honda to add vital resources and expertise required to accelerate commercialization of its technology
Industrials Biotech/Sustainable Tech
Name Location Description
Calysta, Inc.
Menlo Park, California
Develops and produces proteins for commercial aquaculture and livestock feed
Provides nutritional feeds and animal health products for fish and livestock
Offers chemicals that are used in end products, including fibers, plastics, and building materials; and biofuels using methane
Additional locations in Houston, Texas; London, United Kingdom; Stavanger, Norway; and Singapore
Jefferies 2014 Global Industrials Conference
Internet Software and Services
Name Location Description
Agrian, Inc.
Fresno, California
Provides a suite of software-as-a-service, mobile phone, and tablet-based applications to levels of the agrifood supply chain
Offers Agrian Advisor, which is an automatically updating system that helps manage various reporting requirements introduced by the EPA
Provides Agrian Documented advisor that automatically manages various food safety compliance documents; electronically transmits reports to food processors, handlers, and shippers; and faxes various documents or work orders
Offers Agrian Applicator that automatically import grower permits; gets GIS-mapped fields and mapped spray notes; creates and transfers pesticide use reports instantly to the county
Provides Agrian Retail Outlet that helps retailers to manage their growers and crop advisors in one system; and Agrian Mobile that provides the access of Agrian tools from Apple iPhone, iPad, or iTouch
Industrials Biotech/Sustainable Tech (Cont’d)
Name Location Description
Quest Resource Management Group,
LLC
Tigard, Oregon
Uses patented, proven and commercially viable technology to convert difficult-to-recycle waste plastics into synthetic crude oil through a process that is scalable, versatile and environmentally positive
Sells modular systems to industrial and municipal waste plastic generators and aggregators looking to reduce disposal-related costs and increase plastics-associated revenues
Reduces plastic waste normally destined for landfills and produces saleable crude oil with its distributed waste management and energy production approach
36
Private Company Profiles
Jefferies 2014 Global Industrials Conference
37
Private Company Profiles
Jefferies 2014 Global Industrials Conference
Steel, Metals & Materials
Name Location Description
Rain CII Carbon, LLC
Kingwood, Texas
Engaged in the production and sale of calcined petroleum coke (CPC) for the manufacture of aluminum
Offers calcined delayed coke for primary aluminum producers to manufacture anodes; calcined delayed coke for titanium dioxide (TiO2) pigment manufacture and other industrial applications; and calcined fluid coke for use as a packing material in anode baking furnaces, cathodic protection applications, and other specialty applications
The company’s calcined petroleum coke is also used in cathodic protection and electrical grounding for underground construction; packing material for anodes during the baking process; carbon raiser used by the steel industry; and electrodes for steel recycling
Produces steam and electricity from waste heat produced by the calcining process
Mining Name Location Description
Cobre Del Mayo, S.A. De C.V.
Sonora, Mexico
Cobre del Mayo, S.A. de C.V. is a Mexican mining company that operates the Piedras Verdes open-pit copper mine
Produces LME Grade A copper cathode and sells refractory and vein type ore for processing into concentrate
Third largest copper mine in Mexico as measured by production with 2013 sales of 30,860 tons of copper
Since January 2012, Piedras Verdes has been operating on a sustained basis at close to or just above its design capacity of 87 metric tons per day (“tpd”) of copper cathode with strong EBITDA and cash flow generation
Mineral resources of 1.7 million metric tons with estimated remaining mine life of 17+ years
Steel, Metals & Materials (Cont’d)
Name Location Description
TimkenSteel Corp
Canton, Ohio
Manufactures and sells alloy steel, and carbon and micro-alloy steel products
Operates in two segments, Industrial & Mobile, and Energy & Distribution
Provides air-melted alloy steel bars, tubes, and precision components, as well as value-added services, including thermal treatment and machining
Products are used in engines, transmission and driveline components, hydraulic system components, military ordnance, mining and construction drilling applications, and other types of equipment
Sells products and services to companies in oil and gas, automotive, industrial equipment, mining, construction, rail, aerospace and defense, heavy truck, agriculture, and power generation market sectors worldwide
38
Private Company Profiles
Jefferies 2014 Global Industrials Conference
Transportation
Name Location Description
Watco Companies
Pittsburgh, Kansas
Provides transportation, mechanical, terminal and port, and compliance solutions to customers in North America and Australia
Offers locomotive, freight rail car, and track equipment leasing, sales, and services; locomotive and car repair services to the railroad industry; industrial contract switching services for paper, chemical, petroleum, forest products, metals and ores, and aggregate industries; warehousing and distribution services; and rail logistics services, including train planning and scheduling, tracing, maintenance, and inventory control
Engages in land and asset development, sales and acquisitions, and land and property leases; operates railroads in the United States and Western Australia; and sells gift, safety, men's wearable, and women's wearable items online
39
Private Company Profiles
Jefferies 2014 Global Industrials Conference
Waste to Fuels
Name Location Description
Agilyx Corporation
Tigard, Oregon
Engages in converting waste plastic into synthetic crude oil
Offers ultra-sweet and synthetic crude oil
Strategic partnership with Environ Strategy Consultants, Inc.; Evergreen Engineering; Green EnviroTech Corp; and U.S. Oil & Refining Co
Formerly known as Plas2Fuel Corporation and changed its name to Agilyx Corporation in June 2010
Wind
Name Location Description
Dobreve Energia S.A. (DESA)
Curitiba, Brazil
Develops and operates wind power projects which produces energy
DESA runs ~300MW of installed capacity in wind farm complexes and small hydropower plants with 2,500MW in projects that include photovoltaic generation and large-scale energy accumulators
Operates complete cycle of electricity generation from renewable resources, including prospecting and maintenance of assets