Slide 1: Solar Systems welcomes the Hon. Michael O'Brien to Bridgewater
Solar Systems welcomes: the Hon. Michael O’Brien, Minister for Energy & Resources, Victoria, to the Bridgewater Solar Demonstration Facility For personal use only
Slide 2: Silex Systems Investor Presentation - Bridgewater Visit
For personal use only Silex Systems Investor Presentation Bridgewater Visit – 4th October 2012 Dr Michael Goldsworthy – CEO © Silex Systems Limited 2012
Slide 3: Forward Looking Statements
P3 Forward Looking Statements For personal use only Silex is a research and development Company whose assets include its proprietary rights in technologies, including but not limited to, the SILEX technology, Solar Systems technology, Translucent technology and ChronoLogic technology. Several of the
Slide 4: Disclaimer
P4 Disclaimer For personal use only Silex Systems Ltd (Silex) has prepared this presentation based on information available to it. The information in this presentation does not purport to be a complete description of Silex and/or its various business activities. Except as required by law, no represe
Slide 5: Corporate Overview
P5 Corporate Overview For personal use only Company Description • Silex Systems Limited is an ASX-listed company focussed on development and commercialisation of technologies across three platforms: • Nuclear Energy • Solar Energy • Advanced Materials & Instrumentation ASX Ticker: SLX Market Capital
Slide 6: Businesses
P6 Businesses For personal use only Silex Solar Systems Translucent Chronologic Systems Third generation laser Utility Scale Game changing Precision instrumentation uranium enrichment for Concentrating PV semiconductor and LED via distributed ‘USB-in nuclear power power generation substrate material
Slide 7: SILEX Uranium Enrichment Technology
For personal use only Section 2 SILEX Uranium Enrichment Technology © Silex Systems Limited 2012
Slide 8: Uranium Enrichment
P8 Uranium Enrichment For personal use only Uranium Enrichment Advantages of Laser Enrichment • Uranium must be enriched to work as fuel in a nuclear reactor • Significantly more efficient - uses less energy • Process to enrich U235 isotope from 0.7% to ~5% • Smaller footprint than centrifuge and di
Slide 9: Commercialisation and License Agreement
P9 Commercialisation and License Agreement For personal use only Exclusive Agreement • Exclusive worldwide commercialisation and license agreement for SILEX Uranium Enrichment Technology • Agreement originally with GE signed in 2006 51% 25% 24% Next Milestone Payments • USD 15 million due upon succe
Slide 10: Approach to Commercialisation
P10 Approach to Commercialisation For personal use only GLE’s phased approach to commercialisation • Completion of the Test Loop Program • Construction of an initial commercial production module • Construction of a full-scale commercial production facility GLE’s commercial focus • GLE targeting a pr
Slide 11: GLE Commercial Facility - NRC Licence
P11 GLE Commercial Facility - NRC Licence For personal use only Commercial Facility Licence •US Nuclear Regulatory Commission (NRC) responsible for evaluating combined construction and operating license •Construction and operating license application submitted to NRC in July 2009 for the first propo
Slide 12: Nuclear Energy in the United States
P12 Nuclear Energy in the United States For personal use only 104 nuclear reactors in 31 states Current Reactors • 104 nuclear reactors operating in 31 states • ~27% of global nuclear energy capacity is in the US • ~20% of electricity in the US is generated from nuclear energy • Nuclear energy is th
Slide 13: Nuclear Energy Worldwide
P13 Nuclear Energy Worldwide For personal use only Global Issues Key Statistics • Energy security and Climate Change are key concerns 15 percent of global electricity of Governments and Utilities around the world. 440 operating reactors • Nuclear ‘renaissance’ to continue despite short-term 62
Slide 14: Solar Systems CPV Dish Technology and Utility Scale Projects
For personal use only Section 3 Solar Systems CPV Dish Technology and Utility Scale Projects © Silex Systems Limited 2012
Slide 15: Cutting-Edge Solar Technology - developed in Victoria
P15 Cutting-Edge Solar Technology – developed in Victoria, Australia For personal use only Manufacturing CPV Module CPV Receiver CS500 Dish Abbotsford 6cm x 6cm 0.25 m2 15 m diameter Key Elements in the Solar Systems Technology • Silex Systems invested in March 2010. • Core technology underwent majo
Slide 16: Product Commercialisation Project - completed September '12
P16 Product Commercialisation Project – completed September ‘12 For personal use only Program & Funding Agreement Milestones •Manufacturing Review Milestone: completed March 2012. Involved a review of Solar Systems’ fabrication facility and process in Melbourne. •Product Release Milestone: completed
Slide 17: Existing Installations
P17 Existing Installations For personal use only Installation Location Capacity Dishes Bridgewater Vic, Australia 600kW 16 Hermannsburg NT, Australia 190 kW 8 Yuendumu NT, Australia 240 kW 10 Lajamanu NT, Australia 290 kW 12 Windorah Qld, Australia 175 kW 5 Total 1,495 kW 51 Key Highlights Hermannsb
Slide 18: Current Development Pipeline
P18 Current Development Pipeline For personal use only Project Location Capacity Dishes Planning Construction Expected Commencement Completion Mildura (Stage 1) Victoria, Australia 1.5 MW 40 Completed Q2 FY 2012 Q4 FY 2013 Mildura (Stage 2) Victoria, Australia 100 MW ~ 3,000 Underway FY 2014 (est.)
Slide 19: Bridgewater Test & Demonstration Facility
P19 Bridgewater Test & Demonstration Facility For personal use only 2012: Completion Phase • Largest concentrating photovoltaic power station in Australia • 16 unit - 600 kW testing and demonstration facility • Real time data logging, reliability and performance testing • Will enable quick implement
Slide 20: Mildura Stage 1
P20 Mildura Stage 1 For personal use only 2011 – 2013: Construction Phase • 1.5MW DC CPV grid connected power plant • Permits and approvals completed • Transmission Connection Agreement signed with Powercor • Site works commenced in Q4 2011 • Expected completion in first half of 2013 • Key funding c
Slide 21: Mildura Stage 2 - 100MW Solar Power Station
P21 Mildura Stage 2 – 100MW Solar Power Station For personal use only 2012 – 2013: Planning & Preparation Phase • Final design for Stage 2 modular CPV power arrays • Evaluation of connection point to nearby grid line • Preliminary partner discussions (financing, construction, connection & transmissi
Slide 22: CPV vs PV - Basic Comparison
CPV vs PV – Basic Comparison For personal use only Bridgewater Hervey Bay CPV Facility Hospital PV System Peak Power (@ module) ~ 600kWDC ~ 270kWDC Total Area (system) 2,000m2 1,670m2 Total Module Area 4m2 1,670m2 Concentration 500 x (future 1000 x) 1x Power Density (@ module) ~ 150,000 W/m2 ~ 160 W
Slide 23: Translucent Advanced Materials Technology
For personal use only Section 4 Translucent Advanced Materials Technology © Silex Systems Limited 2012
Slide 24: Rare Earth Oxide (REO) - Platform Technology
P24 Rare Earth Oxide (REO) – Platform Technology For personal use only Total Accessible Market $1.3 billion Key Benefits $300m • Several industries forced to use high-cost non-silicon substrates (eg $500m Germanium, Sapphire and Silicon Carbide) for high-end applications • Translucent’s innovative R
Slide 25: Technology Applications
P25 Technology Applications For personal use only GaN GaN MJ Layers cREOTM cREOTM cREOTM Silicon Silicon Silicon LED Lighting Power Electronics Solar CPV • Lowers cost compared to • Lowers cost compared to • Lowers cost compared to sapphire wafers sapphire wafers germanium wafers • Improves performa
Slide 26: Commercial Progress
P26 Commercial Progress For personal use only LED Lighting •Engaged with customers in USA and Asia •Strong demand to test Mirrored-Si™ wafers for LED fabrication •Initial commercial orders for sample evaluations (up to 150mm wafers) •Work continues for the development of 200mm wafers Power Electroni
Slide 27: ChronoLogic Instrumentation Technology
For personal use only Section 5 ChronoLogic Instrumentation Technology © Silex Systems Limited 2012
Slide 28: Chronologic
P28 Chronologic For personal use only Business Development Opportunities • Chronologic has embarked on an exhaustive process to secure appropriate strategic partners • Strong interest from potential global commercial partners • Discussions with commercial companies continuing Core IP • Core USB-inSy
Slide 29: Thank you
For personal use only Thank you © Silex Systems Limited 2012