Ensync Inc · OTC:ESNC
Ensync — ZBB Energy — Investor Presentation (December 2011)
39 slides from Ensync's investor presentation, Dec 9, 2011
Slide 1: ZBB Energy Corporation - optimizing energy availability
ZBB Energy Corporation December 9, 2011 optimizing energy availability
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation includes forward-looking statements that are made pursuant to the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. While these statements are made to convey to the public the company's progress, business opportunities and
Slide 3: Agenda
Agenda Corporate Overview Product Offering Markets Value Proposition Customer Installations Financials
Slide 4: Company Overview
Company Overview Integrated Power Electronics Platform Plug and play with any power source, storage type and/or grid condition Forms intelligent virtual power plant on smart grid Leader in Large Format Zinc-Bromide Flow Batteries Provides power for up to 8 hours with deep discharges Lowest lifetime
Slide 5: ZBB EnerSystem Integrated Energy Management Platform
ZBB EnerSystem Integrated Energy Management Platform ZBB EnerSection power and energy control center with ZBB EnerStore advanced energy storage A Smart Grid Minus Smart Distributed Storage = Dumb Grid
Slide 6: A Smart Grid Minus Smart Distributed Storage = Dumb Grid
A Smart Grid Minus Smart Distributed Storage = Dumb Grid Avoid Demand Charges Multiple Value Streams Avoid Demand Response Enable more renewables Manage DC Circuits or Storage plus Smart Power Routing
Slide 7: Company Overview
Company Overview NYSE AMEX: ZBB Headquartered in Milwaukee, WI Offices in Perth, Australia Acquired Tier Electronics in February, 2011 85,000+ of Manufacturing Space 73 Employees
Slide 8: Management
Management Eric Apfelbach President & CEO + 12years of CEO/ Board /governance experience + Founder Alfalight Laser, Virent biofuels Kevin Dennis VP Engineering & Prod Development + Senior Management experience with ABB, Omnion + Extensive sales, marketing and engineering ‘experience in power markets
Slide 9: Board of Directors
Board of Directors Paul Koeppe Chairman of the Board + Founder and CEO of Superconductivity, Ine. + Past Director at Best Power and Northem Power; Director of inContact Eric Aptelbach Chief Executive Officer + I years of CEO/ Board /governance experience + Founder Alfalight Laser, Virent biofuels Ri
Slide 10: Agenda
Agenda Corporate Overview Product Offering Markets Value Proposition Customer Installations Financials
Slide 11: ZBB Product Position
ZBB Product Position Intelligent Power Systems-EnerSystem ™ Renewable . Energy Energy Power mE) Storage Efficiency Quality Management 8 A EnerSection™ EnerSection™ Hybrid Drives Tier Line 3 Solindro Dc/pc PECC a o Lilon @ EnerStore™ EnerStore™ mn q g : a Liion Lead acid 2 Lilon & LA Lilon & LA suena
Slide 12: Advanced Energy Storage
Advanced Energy Storage Innovative ZBB Zinc-Bromide Flow Batteries Reliable, sustainable supply of stored energy from renewable and conventional energy sources Hybrid of Various Energy Storage Platforms Engineered for optimal performance given the application and operating environment
Slide 13: ZBB EnerStore Flow Battery
ZBB EnerStore Flow Battery Single point of connection eliminates integration of multiple power conversion devices Modular and scalable in size from 50 kWh to 1000 kWh Front accessible for all service activities Full discharge capability Extended operating temp (-30 to +50C) 3x expected service vs. l
Slide 14: ZBB EnerStore Flow Battery Product Position
ZBB EnerStore Flow Battery Product Position Provides Lowest Total Cost of Stored Energy for a Given Size and Weight Range over Life of Product Can Operate in Full Discharge Mode in a Broad Temp Range without Degradation of Lifespan Scalable to Sizes > 2 MWh
Slide 15: Power Electronic Systems
Power Electronic Systems Intelligent Energy Management System Creates a Hybrid Power Conversion System Configurable, Modular, Flexible and Scalable for On-grid, Off-grid and as Grid-backup Combined with Energy Storage Supports Renewable Energy Sources and other Power Inputs Factory Built and Tested
Slide 16: ZBB EnerSystem Integrated Energy Management Platform
ZBB EnerSystem Integrated Energy Management Platform ZBB EnerSection power and energy control center with ZBB EnerStore advanced energy storage
Slide 17: ZBB EnerSection Power & Energy Control Center
ZBB EnerSection Power & Energy Control Center Modular design that integrates any power input, any storage device Patented common DC bus design UL 1741 qualified grid-tie inverters DC bus can seamlessly hybridize multiple battery traits - fast response with long discharge 125kW AC to 1000kW (1 MW) AC
Slide 18: ZBB EnerSection Product Position
ZBB EnerSection Product Position The only Integrated Power Platform in the Market that is Plug and Play Enables Creation of a Virtual Power Plant with Renewables Captures Multiple Value Streams for Fast ROI EnerSection is the Ultimate Way to Tie Renewables and Storage to EV Charging Stations Enables
Slide 19: Agenda
Agenda Corporate Overview Product Offering Markets Value Proposition Customer Installations Financials
Slide 20: Target Markets
Target Markets Micro-Grids Ensure consistent and reliable power in environments that are often unstable and rely on generators for a significant portion of their power Commercial Buildings Eliminate or minimize the use of diesel generators and lead-acid batteries for back-up power, and ensure consis
Slide 21: Military Market
Military Market Secured Fort Sill micro-grid 500 kWh project with Eaton as partner Recently booked transportable power system for military applications Booked 1 MWh system for NAVFAC RE and Distributed Energy (security) are overlapping strategies with ZBB Electrification of deployed forces is accele
Slide 22: Telecomm Opportunity
Telecomm Opportunity Most cell towers have diesel gen sets or lead acid batteries as back-up Solar, wind and/or gen set input India, Mexico and China will grow at 17% AGR to 2015 - adding >600,000 cell towers The average tower in India/Africa uses 20 Liters of diesel/day (~$90/day landed) ZBB design
Slide 23: Agenda
Agenda Corporate Overview Product Offering Markets Value Proposition Customer Installations Financials
Slide 24: A Smart Grid Minus Smart Distributed Storage = Dumb Grid
A Smart Grid Minus Smart Distributed Storage = Dumb Grid Smart Meters, HAN & Thermostats Real-time Pricing Focus on Demand Response More Transmission Lines Intelligent Consumer Electronics or Storage plus Smart Power Routing
Slide 25: EnerSystem Platforms
EnerSystem Platforms Grid Interactive (Grid-Tied) Provides steady state output, emergency/back-up power and/or arbitrage pricing schemes to and from the utility supply Grid Independent (Off-Grid) Always on micro grid allows for electrical cost savings and reduction in diesel fuel power generation Gr
Slide 26: Conventional Architecture
Conventional Architecture 75kW / 200kWH Grid Independent Installation Not a factory integrated and tested energy storage and Power Conversion System (PCS) Customer is required to set up control dispatch or for load following Energy storage suffers an extra round-trip across inverters (6 to 10% effic
Slide 27: ZBB System Architecture
ZBB System Architecture 75kW / 200kWH Grid Independent Installation Factory integrated and tested Energy Storage and Power Conversion System (PCS) with connections for multiple power inputs Fully managed energy and power between the generation and the load demand Energy Storage provides after hours
Slide 28: Cost Comparison Conventional vs. ZBB System Architecture
Cost Comparison Conventional vs. ZBB System Architecture Cost Saving of Flow Batteries Compared to Lead Acid (VRLA) Flow batteries are less than two times (2X) the CAPEX of a comparable lead acid system Lead acid batteries are about five times (5X) the lifetime OPEX replacement parts vs. flow batter
Slide 29: Cost Saving of Flow Batteries
Cost Saving of Flow Batteries Compared to Lead Acid (VRLA) Although lead acid batteries have a low initial cost, when you compare it to Zinc-bromide batteries over a typical 20-year lifetime... * Flow batteries are less than two times (2X) the CAPEX of a comparable lead acid system * Lead acid batte
Slide 30: Cost Comparison Gen Set vs. ZBB System
Cost Comparison Gen Set vs. ZBB System
Slide 31: Honam Petrochemical, Corp. Joint Development Collaboration
Honam Petrochemical, Corp. Joint Development Collaboration Honam is a $12 Billion division of the Lotte Group Honam has identified flow batteries as a megatrend business that has strong synergy to their core ZBB and Honam will collaborate on the cost reduction and ramp of the V3 battery Honam pays $
Slide 32: China Joint Venture Company
China Joint Venture Company Partners include: ZBB Energy PowerSav Holdings Limited AnHui Xinlong Electrical Company(Xinlong Electrical) WuHu Huarui Power Transmission & Transformation Engineering Company Initially assemble and ultimately manufacture ZBB products for sale in mainland China, Hong Kong
Slide 33: China Joint Venture Company Cash and Technology
China Joint Venture Company Cash and Technology (Approximate Registered Capital of ~$13.4M) * ZBB: Invested Technology + Cash PowerSav: Cash AnHui XinLong Electrical Co.: Cash WuHu Huarui: Cash WuHu City: 3-year 0% interest loan * Above values will adjust with exchange rate of USD:RMB
Slide 34: Agenda
Agenda Corporate Overview Product Offering Markets Value Proposition Customer Installations Financials
Slide 35: Customer Success Story
Customer Success Story Challenge: Expensive ($0.20-0.25/kWh) and unreliable electricity Grid instability due to renewable saturation is happening now Emissions compliance and fuel costs make diesel back-up cost prohibitive Solution: Small wind (<100kW) and solar used to preserve aesthetics 6000 elev
Slide 36: Agenda
Agenda Corporate Overview Product Offering Markets Value Proposition Customer Installations Financials
Slide 37: Record Backlog
Record Backlog-$ 6 million Eaton Corporation to provide a 500kWh energy storage system for use in a micro-grid application at a U.S. Army facility in Ft. Sill, OK. Synchrotek, Inc. to provide 100KW inverters for use with wind generators to optimize the electrical output of wind turbine technology. C
Slide 38: Investment Thesis
Investment Thesis ZBB has a differentiated position with turnkey intelligent storage ZBB has strong management, board, products, IP and partners ZBB is seeing strong interest in its products - our backlog is growing with repeat, strategic orders With a $22 million market cap, ZBB represents a solid
Slide 39: Thank You!
Thank You! Eric Apfelbach President & CEO eapfelbach@zbbenergy.com Mobile (608) 576-7549 Office (262) 253-9800 x 123