Real Holdings Nuclear Energy Doc

Nuclear Energy Portfolio
(Introductory Document)
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Real Holdings Nuclear Energy Portfolio
Introduction
Real holdings is a private equity fund that’s raising debt & equity capital to invest in
development critical capital projects like Energy, Water, Telecommunications,
Transportation & Healthcare. The fund’s regional focus is Africa, followed by other
developing countries, non-OECD countries, and emerging economies. We’d like to cross
leverage each sector’s synergies to build and operate a broader portfolio that’ll add value to
the Regions we do business in, our Investors, and Public Partners.
Gen 4 Nuclear Reactor Technology & Levelized Cost Of Electricity
We’re investing in Gen 4 nuclear technology that’ll offer the most cost-competitive
alternatives to coal, natural gas, and existing nuclear plants. Gen 4 Nuclear technology could
lower the LCOE (Levelized Cost of Electricity) to 34$/MWh. Which is the lowest LCEO when
compared to any other source of electricity. Lower construction costs significantly lower
capital expenditure. Gen 4 reactors come with Enhanced Passive or Walk Away Safety,
release Minimal Waste, and have additional applications such as Industrial Heat, Energy
Storage, and Desalination. Energy demand from emerging markets and Non-OECD
companies will help the sector increase revenues while the low LCOE will result in lower
Capex, shorter break-even timeframe, and margin improvements
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Geographical Focus
Our target companies’ regional focus involves Africa, other Non-OECD Countries, emerging
economies, and developing countries. Non- OECD countries are looking for cost-competitive
alternatives to coal and natural gas. They’re also prime candidates for Gen4 Nuclear Energy
Adoption since their GDP growth rate is also higher than OECD countries. There’s a converse
correlation between GDP Growth and Energy Demand Growth. Socio-political acceptance of
nuclear energy is also higher in these regions.
Sector Investment Strategy
Utility Companies or Nuclear Electricity companies in general, offer predictable, long-term
revenues & cash flows thanks to utility contracts with public partners, which predetermine
the purchase price, duration, and quantum of energy. Regular Nuclear Power Plants can
deliver predictable, steady cash flows over 15 – 30 years while Nuclear Plants with LTO or
Long Term Operations can deliver predictable cash flows over 31– 40 years
Our sector investment strategy involves enabling our target/portfolio nuclear electricity
companies to pivot to multi-utility companies by expanding their offering into new markets
and segments like Energy Storage, Desalination, Energy Export & Technology Export
Markets. Real Holdings will help with revenue and geographical expansion by enabling
various permutations and combinations of public-private partnerships We’re investing in
the most promising Gen 4 Nuclear Companies and helping them transition from Prototype
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to Fully Functioning, Operating Power Plants via capital infusion, value addition, and publicprivate
partnerships across different regions. Once these companies transition from
construction to operations and revenue generations, the fund will target an exit at an
optimum growth rate. We’re looking to raise $ 2 Billion with a 10 -15 year investment
horizon.
Exit Strategy
Our exit strategy for nuclear electricity involves consolidating portfolio companies in each
sector to improve operational and financial performance, using internal and external M&A
to increase the geographical footprint of portfolio company’s operations, finding and lining
up PE / Corporate Sponsors for Buyouts, IPO, Consolidating portfolio companies to take
them public as multi-utility companies since they have the best purchase multiples in the
energy sector
Investment and partnership opportunities
We’re looking for strategic partnerships with institutions, governments, and the public
sector to partner with us as investors in our fund. We’d be happy to engage in preliminary
talks to help you get acquainted with our fund & its target/portfolio companies.
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