VivoPower PLC (VIVO) Investor presentation summary

Business overview

• Specializes in acquiring, developing, and owning AI-ready data center infrastructure, focusing on powered land in sovereign markets and leasing to hyperscalers and governments under long-term agreements.

• Operates globally with headquarters in London, five offices, and a team of 16; listed on NASDAQ since 2016.

• Backed by sovereign family offices and leading AI investors, including members of Saudi and Emirati royal families.

• B Corp certified since 2018, emphasizing sustainability and responsible business practices.

Strategic assets and competitive advantages

• Secures and energizes land at $50k–$500k per MW in business-friendly, renewable-rich regions like the Nordics and Middle East.

• Access to low-cost renewable power at sub $0.05/kWh, with long-duration contracts to AAA-rated tenants.

• Controls a portfolio of 358 MW across Finland, Norway, and UAE, with plans to reach 1,040 MW in Finland by 2026.

• Avoids GPU delivery and margin compression risks by focusing on powered land and infrastructure.

Market positioning and demand drivers

• Targets hyperscalers and sovereigns as primary tenants, addressing their needs for power availability, scalability, and data sovereignty.

• Europe and GCC regions show the highest unmet demand for data center capacity, driven by AI and compute-intensive workloads.

• Nordic markets offer the lowest power costs and fastest grid connection times, providing a strategic advantage.

• GCC governments prioritize sovereign control and scalable power for AI, with major investments in local data center infrastructure.