Bluglass Ltd · ASX:BLG
Bluglass — Investor Presentation (June 2021)
16 slides from Bluglass's investor presentation, Jun 9, 2021
Slide 1: BluGlass Investor Presentation June 2021
For personal use only BLUGLASS (ASX:BLG) Investor Presentation JUNE 2021 Not for distribution or release in the United States BLUGLASS INVESTOR PRESENTATION
Slide 2: Company Overview
COMPANY OVERVIEW For personal use only 78 ASX: BLG PATENTS BOARD Headquartered in Sydney, IP portfolio comprises 78 Highly experienced Board Australia with US based International Patents, awarded further strengthened with the operations in New Hampshire in key semiconductor recent appointment of las
Slide 3: Board of Directors
BOARD OF DIRECTORS James Walker Vivek Rao For personal use only B-Comm, FCA, GAICD MS-EE, BSc-Elec EXECUTIVE CHAIR NON-EXECUTIVE DIRECTOR James is an experienced leader in Vivek Rao is the President & Chief commercialising technology in new Operations Officer of SPT markets, with roles as a Non-Exec
Slide 4: Management Team
MANAGEMENT TEAM Dr Ian Mann Brad Siskavich Dr Arkadi Goulakov For personal use only PhD, MBA, Msc, Bsc-ENG, FAICD BSME (Mech-Engineering), MBA PhD (Physics) CHIEF OPERATIONS & EXECUTIVE VP of BUS SENIOR LASER SCIENTIST TECHNOLOGY OFFICER DEVELOPMENT Ian brings a wealth of Dr Goulakov is a laser expe
Slide 5: Laser Diode Product Development Update
LASER DIODE PRODUCT DEVELOPMENT UPDATE Laser Diode Development Progress For personal use only Several iterations in development to solve facet damage - Successful packaging demonstrated with 420nm with multiple partners dedicated to resolving as speedily devices as possible 420nm product prototypes
Slide 6: BluGlass Laser Diode Manufacturing Steps
BLUGLASS LASER DIODE MANUFACTURING STEPS For personal use only DESIGN/MODEL EPITAXIAL WAFER WAFER FABRICATION WAFER FABRICATION GROWTH STEP 2 SUBSTRATE THINNED SUBSTRATE N-CONTACT CLEAVE METALISATION LASER DIODE PRODUCT READY FOR SYSTEM RELIABILITY PACKAGE FACET COAT INTEGRATION TESTING AR COATING H
Slide 7: Portfolio of Products
PORTFOLIO OF PRODUCTS Industrial Display Biotech/Life Scientific Lighting For personal use only Markets Markets Science Markets Markets Markets (405nm, 450nm, (450nm, 525nm) (405nm, 420nm, (405nm, 420nm, (450nm) 525nm) 450nm, 490, 525nm) 450nm, 490, 525nm) Applications: Applications: Applications: A
Slide 8: Product Development Progress
PRODUCT DEVELOPMENT PROGRESS For personal use only 405nm 420nm 450nm Industrial & Biotech Applications Biotech & Scientific Markets All Markets Commercial performance Successful packaging of High brightness lasing specifications demonstrated 420nm devices demonstrated, progressing (pulsed data) demo
Slide 9: Customer Segments & Needs
CUSTOMER SEGMENTS & NEEDS For personal use only R&D Institutions OEM/ System Integrator Distributor (Universities, Military, Commercial) (e.g. Electronics Manufacturer) (e.g. Biotech product providers) • This customer requires highly flexible, • This customer requires high-powered • This customer re
Slide 10: Laser Diode Update – From R&D to Product
LASER DIODE UPDATE – FROM R&D TO PRODUCT Technical Demonstration Product Launch For personal use only Design, build and test LD devices Reliability testing of LDs (at different stages of fabrication) completed. LD product is to provide initial performance launched and available for specification to
Slide 11: Global Laser End-Market Opportunity (Forecast 2025)
GLOBAL LASER END-MARKET OPPORTUNITY (FORECAST 2025) For personal use only US $658m ADDRESSABLE GaN LD MARKET The Global GaN laser diode market is emerging as a disruptor in the huge US$27B global laser end-market. BluGlass’ near-term addressable market for GaN Laser Diodes is predicted to be US $658
Slide 12: Economic Scenarios - BluGlass Target Market Revenues
ECONOMIC SCENARIOS - BLUGLASS TARGET MARKET REVENUES Target revenue is based on the timely achievement For personal use only of technical milestones. Upside revenue is based on the timely achievement of BluGlass’ technical milestones and accelerated customer demand and market growth. Downside revenu
Slide 13: Placement and Rights Issue
PLACEMENT AND RIGHTS ISSUE Rights Issue Offer Event Date Placement completed – 9 June 2021 Announcement of the Entitlement Offer Wednesday, 9 June 2021 § $2.0 million from a leading Australian For personal use only Lodgement of Appendix 3B, Offer Booklet and Cleansing Notice Wednesday, 9 June 2021 i
Slide 14: Laser Diode Business to Deliver Significant Product Revenues
LASER DIODE BUSINESS TO DELIVER SIGNIFICANT PRODUCT REVENUES For personal use only Several commercialisation Greater control of Strong patent Large and growing paths commercialisation timelines portfolio markets • Direct-to-market Laser Diode business Direct-to-market laser diode 78 patents granted
Slide 15: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER This presentation (Presentation) has been prepared by BluGlass Limited (BLG) in connection with a capital raising comprising a pro rata non renounceable entitlement offer made under section 708AA of the Corporations Act 2001 (Cth) as modified by ASIC Corporations (No
Slide 16: Thank You
For personal use only THANK YOU James Walker, Executive Chair BluGlass Limited (ASX:BLG) www.bluglass.com.au BLUGLASS INVESTOR PRESENTATION