Li-s Energy Ltd · ASX:LIS
Li-s Energy — Shareholder Meeting (November 2022)
21 slides from Li-s Energy's shareholder meeting presentation, Nov 10, 2022
Slide 1: Chairman's Statement and CEO Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET Li-S Energy Limited – ASX Code: LIS Thursday 10 November 2022 Chairman’s Statement and CEO Presentation Li-S Energy Limited (ASX: LIS) (“LIS” or “the Company”) is pleased to provide the following which will be presented at the Company’s Annual Gen
Slide 2: Chairman's Statement
Li-S Energy AGM 2022 Chairman’s Statement AGM 10 Nov 2022 Ladies and gentlemen, on behalf of the Board and the entire Li-S Energy team, I would like to welcome you to the 2022 Annual General Meeting of Li-S Energy shareholders. My name is Ben Spincer, Li-S Energy’s Chair, and I am delighted to be ho
Slide 3: Research and Development
1. Lithium sulphur battery optimisation and production of multi-layer cells 2. Li-nanomesh anode protection for a range of battery chemistries 3. Pilot cell production in our Deakin University facilities via our new Phase 2 facility 4. Retrofitting batteries into products, exemplified by the drone f
Slide 4: Shareholder support
During FY22 we recognised that we needed to enhance our ability to produce larger numbers of multi- layer test cells more quickly, in advance of building our planned initial pilot production line. As a result, we re-engineered our cell production plan to include a second phase of lab scale productio
Slide 5: Company update
Company update CHIEF EXECUTIVE OFFICER
Slide 6: Our market opportunity
Our market opportunity The Passenger and Heavy EV markets are growing exponentially, offering a huge opportunity for Li-S Energy PASSENGER EVs HEAVY EVs • 52M PEVs sold per year by 2035* • 1M HEVs sold per year by 2035# • Total annual battery market in this sector by 2035 • Total annual battery mark
Slide 7: Our market opportunity
Our market opportunity Li-S Energy cells are highly differentiated for drones and electric aviation – markets where the most energy dense cells are projected to command 5-10 times the price of normal EV cells## DRONES eAVIATION • Drone market size by 2027 = US$61B# • Commercial passenger eAircraft s
Slide 8: Lifting off with magniX & NASA
Lifting off with magniX & NASA magniX is a global leader Electric Aviation Propulsion • Li-S Energy signed an MoU with magniX USA Inc. to develop and test Li-S and Li-metal cells for electric aviation • MagniX has a range of electric aircraft already flying including a Robinson R44 Helicopter • Magn
Slide 9: Our industry partners
Our industry partners By initially selecting one pioneering company in each target market, we are tailoring our batteries to meet industry specifications, while gaining a greater understanding of the market requirements as a whole Heavy EVs Commercial drones e-Aviation Passenger EVs Under NDA Janus
Slide 10: Two new cell technologies
Two new cell technologies Our latest research results indicate that Li-nanomesh enhances lithium metal cell performance. This has the potential to expand our target markets to deliver both Li-S cells and Li-metal cells to a wider range of product types. SULFUR LI-ION CATHODE Cell type Li-ion Li-meta
Slide 11: Our leadership team
Our leadership team LEADERSHIP CORE Dr Lee Finniear Dr Steve Rowlands Heather Swinson Andrew Davies Tim Hanley CEO CTO Senior Marketing Manager Financial Controller Operations & Facilities Manager SPECIALIST SUPPORT Glenn Molloy Will Shiel Ken Hostland Prof. Ian Chen Prof. Maria Forsyth Chief Strate
Slide 12: Cell scale up process
Phase 3 is essential for delivering quality test cells for Cell scale up process our partners — with each trial requiring up to 10,000 cells PHASE 1 PHASE 2 PHASE 3 Proving the science Scaling cell size Scaling output to meet demand coin cell single layer pouch 4-layer pouch 10-layer pouch 20-layer
Slide 13: Phase facility design
PHASE 2 PHASE 3 Scaling cell size Space being Scaling output acquired to meet demand Dryroom design
Slide 14: Walk-through
PHASE 3 FACILITY DESIGN Walk-through
Slide 15: Li-S cell scale up results
Li-S cell scale up results • 4, 8 and 10-layer cells hand-built using Phase 1 equipment Energy density – goal was to optimise cathode, BNNT and Li-nanomesh materials 600 >500 (projected) Energy density Wh/kg) 500 • We increased cell total energy capacity by 400% through 415 materials & construction
Slide 16: Deakin University
DRONE FLIGHT Deakin University
Slide 17: Li-metal cells
Li-metal cells • Built and tested single layer and 4-layer Li-metal pouch cells with Li-nanomesh protection • Both single layer and 4-layer cells showing excellent cycling stability • Coulombic efficiency and capacity retention at almost 100% after 48 cycles – testing is continuing Li-metal cells wi
Slide 18: Li-nanomesh optimisation
Li-nanomesh optimisation • Li-nanomesh is our patented nano- composite that mitigates dendrite Overpotential (voltage) formation on lithium metal anodes spikes on the graphs • A substantial R&D project was indicate dendrite completed to optimise the thickness formation (mass loading) and composition
Slide 19: Scaling techniques for manufacture
Scaling techniques for manufacture We are working with Fraunhofer IWS in Dresden, Germany to develop techniques to scale our electrode cutting and nanomaterial coating technologies to enable mass manufacturing. • Fraunhofer is one of the world’s leading applied research organisations, with more than
Slide 20: Delivering on IPO objectives
Delivering on IPO objectives Program: IPO ACHIEVEMENT SINCE IPO YEAR 1 Commence optimising single and multi-layer Li-S Energy batteries 4 &10 Layer cells built and tested, materials optimised Retrofit batteries into one or more products (e.g. a drone) Drone flights Commence construction of a pil
Slide 21: New website
New website Subscribe to stay up to date on our progress, articles, videos and announcements Visit www.lis.energy