Alexium International Group Limited · ASX:AJX
Alexium International — Shareholder Meeting (October 2019)
12 slides from Alexium International's shareholder meeting presentation, Oct 29, 2019
Slide 1: Annual General Meeting
For personal use only Annual General Meeting Dr Bob Brookins, CEO 29 October 2019
Slide 2: FY19 – Building Foundation for Growth
FY19 – Building Foundation for Growth Focus on establishing partnerships with leaders in key markets For personal use only • Supply agreement with multi-billion dollar major North American mattress brand wherein Alexicool® products are the phase change materials (PCMs) used in its mattresses • Devel
Slide 3: FY19 – Improved Financial Performance
FY19 – Improved Financial Performance For personal use only IMPROVEMENT IN SALES • 2H had significant improvement of sales including 2/3 of total cash receipts for the year Quarterly Cash Receipts in FY 2019 • Sales included mattress and top-of-bed applications $2.5M • Increased market penetration (
Slide 4: FY19 – Technical Advances
FY19 – Technical Advances For personal use only FR NyCo • Completed the development of FR NyCo product, satisfying the full range of specifications needed for military uniforms • Initiated full scale production trials at Pine Belt Processing Alexiflam NF • 3rd party testing validating applications t
Slide 5: FY20 Outlook – Expansion in US Bedding Industry
FY20 Outlook – Expansion in US Bedding Industry For personal use only OVERVIEW • Sum of addressable markets in US Bedding is $120M US Bedding: Total Addressable Markets1-3 (2019) (2019 & 2023) 200 FR Sock • Current market share in mattress/textile: 35% Top of Bed • Current market share in mattress/t
Slide 6: FY20 Outlook – FR NyCo Uniforms for US Military
FY20 Outlook – FR NyCo Uniforms for US Military Two Elements to FR NyCo Strategy: For personal use only 1) Alexium partnership with Pine Belt Processing, current supplier to US Military Growth Strategy 2) Drive adoption by key segment(s) of the US military then drive further growth Total Addressable
Slide 7: FY20 Outlook -- Alexiflam® NF Licensee
FY20 Outlook -- Alexiflam® NF Licensee Alexium is working with ICL as a potential licensee of Alexiflam® NF. For personal use only ALEXIFLAM® NF ADDRESSABLE MARKETS • Total addressable market: $300M per annum • Target addressable market: $110M per annum BACKGROUND ON ICL • Global specialty minerals
Slide 8: Alexium Vision for Growth
Alexium Vision for Growth FY21+ For personal use only STRATEGY 1: US Bedding • Maximize position in US bedding market ($195M addressable market – 2023) FY20 STRATEGY 2: US Military Applications STRATEGY 1: US Bedding • Broad adoption by US military • Further expansion of sales in three key ($90M add
Slide 9: Improving Our Capital Structure
Improving Our Capital Structure For personal use only • The Company’s current capital structure, with US$9M debt, does not support its long term growth • Board and Management have reviewed a range of options to reduce debt and strengthen the Company’s capital structure • Based on this review, the Co
Slide 10: Conclusion – Positioning the Company for Continued Growth
Conclusion – Positioning the Company for Continued Growth For personal use only FR NyCo Commercialisation for Military Uniforms Alexicool® Tech Expansion in US Bedding Market MILESTONE STATUS MILESTONE STATUS Development agreement with Pine Belt Processing for military uniforms ✓ Supply agreement wi
Slide 11: Contact
For personal use only Contact: InvestorRelations@AlexiumInternational.com
Slide 12: Disclaimer
Disclaimer For personal use only To the maximum extent permitted by law, the information contained in this presentation is given without any liability whatsoever being accepted by Alexium International Group Limited (Alexium) or any of its related entities or their respective directors or officers,
Alexium International Group — Shareholder Meeting (October 2019) on 6ix