Archer Materials Limited · ASX:AXE
Archer Materials — Investor Presentation (October 2019)
38 slides from Archer Materials's investor presentation, Oct 14, 2019
Slide 1: ASX Announcement: Corporate presentation
ACN: 123 993 233 ASX Announcement (ASX:AXE, Archer, Company) 14 October 2019 Corporate presentation For personal use only Attached is a Corporate Presentation for the purpose of presenting to shareholders at meetings (“Events”) being held in Adelaide on Monday, 14th October 2019, and in Melbourne on
Slide 2: Corporate Presentation: Excellence in materials technology
/ Corporate Presentation For personal use only Excellence in materials technology. October 2019 1
Slide 3: Disclaimer
/ Disclaimer The material contained in this document is a presentation of general information about the activities of Archer and its related bodies For personal use only corporate (together the “Archer Group”), current as at the date of this presentation. It is provided in summary and does not purpo
Slide 4: Company Snapshot
/ Company Snapshot For personal use only Archer Exploration Limited ASX: AXE 3
Slide 5: Board and Executive Management
/ Board and Executive Management For personal use only 4
Slide 6: Capital Structure
/ Capital Structure $696k* 197.1m For personal use only Cash at bank as of 30 Jun 2019 Number of ordinary shares on issue $0.15 $29.6m Share price (9 Oct 2019) Market capitalisation (9 Oct 2019) 28% Of issued shares held by top 20 8% Of issued shares held by Archer’s shareholders Board and Executive
Slide 7: A Materials Technology Company
/ A Materials Technology Company For personal use only Archer provides shareholders exposure to financial returns from innovative technologies and the materials that underpin them. We aim to achieve this through our two business functions of Advanced Materials and Mineral Exploration. 6
Slide 8: Advanced Materials and Mineral Exploration
/ Advanced Materials and Mineral Exploration For personal use only Archer has been listed on the ASX since 2007 and owns and has exclusive rights to patents and tenement assets. Maximising the value of our patents and tenements involves development and integration along the materials lifecycle. Our
Slide 9: Advanced Materials
/ Advanced Materials For personal use only Materials are the tangible basis of all technology. 8
Slide 10: The acquisition of Carbon Allotropes enabled Archer to expand its market position
The acquisition of Carbon Allotropes enabled Archer to expand its market For personal use only position Archer’s growth involves contributing to complex global challenges. These challenges require access to materials that are the basis of modern electricity, healthcare, and computing. Both developed
Slide 11: Significant Developments in 2018-2019
/ Significant Developments in 2018-2019 For personal use only Quantum Human Reliable Technology Health Energy Archer obtains exclusive licence to High quality graphene inks Collaboration & access agreements quantum technology IP (QTIP) prepared and tested for printed to build & test li-ion battery c
Slide 12: Quantum Technology: 12CQ
/ Quantum Technology For personal use only 12CQ Building a world-first qubit processor chip 11
Slide 13: Successful commercialisation of 12CQ chip technology could catalyse a global industry
Successful commercialisation of Archer’s 12CQ chip technology could catalyse a global multibillion dollar industry For personal use only $30b $715b 70% Forecast size of Global semiconductor Of semiconductor quantum computing industry revenue2 manufacturing located industry in 20221 in Asia2 50% $ 4b
Slide 14: Successful development of Archer's 12CQ chip could enable widespread ownership
Archer staff operating quantum device fabrication instruments at the Research and Prototype Foundry. Successful development of Archer’s 12CQ chip could enable widespread ownership of For personal use only quantum computing powered technology 1 World-record room-temperature qubit stability Archer is
Slide 15: Commercial Pathway
/ Commercial Pathway For personal use only 14
Slide 16: Commercialisation pathway applies established semiconductor business models
The commercialisation pathway involves applying well-established business models For personal use only in the semiconductor industry Our strategy is to develop a qubit processor chip that can be directly sold and the intellectual property rights to the chip technology sublicensed by: 1 Building a ro
Slide 17: Human Health: Printable graphene biosensors
/ Human Health For personal use only Printable graphene biosensors 16
Slide 18: Biosensor technology could disrupt a global multibillion dollar industry
Successful commercialisation of Archer’s biosensor technology could disrupt a global multibillion dollar industry For personal use only $27b Forecast size of biosensor 43.5% Cash refund of annual R&D industry in 20227 spend in Australia for SMEs8 $20b 140+ Australian industry spend Life sciences com
Slide 19: Printable biosensor could enable rapid multi-disease detection
Archer’s graphene-based ink materials. Successful development of Archer’s printable biosensor could enable rapid & For personal use only customised multi-disease detection 1 World-first graphene biosensor materials Archer is using the only reported graphene materials capable of stable and robust sel
Slide 20: Commercial Pathway
Printers used at the ARC Graphene Hub to prepare graphene-based electrode components. / Commercial Pathway For personal use only 19
Slide 21: Triple-helix business model for biotechnology innovation
Archer’s first-version biosensor platform built at the ARC Graphene Hub (Aug 2019). The commercialisation pathway involves applying the triple-helix business model+ For personal use only for biotechnology innovation Our strategy is to develop printable graphene-based biosensor componentry and sublic
Slide 22: Reliable Energy: Graphite for lithium-ion batteries
/ Reliable Energy For personal use only Graphite for lithium-ion batteries 21
Slide 23: Graphite could secure supply-side markets in a global industry
Successful commercialisation of Archer’s graphite could secure supply-side markets in a global multibillion dollar industry For personal use only $130b $7k/t Forecast size of Li-ion battery Spherical graphite materials industry in 202811 entry point for Li-ion batteries12 30m Forecast number of sale
Slide 24: Graphite could address the trade-off between cost and battery performance
Successful development of Archer’s graphite could address the trade-off For personal use only between cost and battery performance 1 High-quality graphite materials We have confirmed Archer’s Campoona graphite is structurally near-perfect down to the atomic scale and is suitable for use in batteries
Slide 25: Commercial Pathway
Archer affiliates preparing chemical adducts & precursors to materials’ syntheses at UNSW. / Commercial Pathway For personal use only 24
Slide 26: Downstream product integration in the lithium-ion battery supply chain
Archer graphite materials used to prepare lithium-ion battery coin-cells. The commercialisation pathway involves downstream product integration in the For personal use only lithium-ion battery supply chain Our strategy is to establish customer relationships that underpin the development of our subst
Slide 27: Mineral Exploration: Exploring for critical minerals
/ Mineral Exploration For personal use only Exploring for critical minerals 26
Slide 28: Monetisation of tenements could be vital for securing critical minerals
Successful monetisation of Archer’s tenements could be vital for securing critical minerals for global economies For personal use only $60b+ $300m+ Invested by the Australian Approx. global market value of critical minerals in Australia18 Government to de-risk mineral exploration in Australia18 50+
Slide 29: Exploration of tenement areas could lead to significant discoveries
Archer rock sample containing copper from Purnamoota. Successful exploration of Archer’s tenement areas could lead to significant For personal use only mineral discoveries 1 AArcher broad-scope portfolio of tenement interests maintains 100% ownership of 22 Exploration Licences for a diverse range of
Slide 30: Key Mineral Exploration Projects
/ Key Mineral Exploration Projects For personal use only We announced§ an Exploration Target for our Independent review⨎ confirmed our Albion Downs Al Ni Eyre Peninsula High Purity Alumina Project Nickel Project is prospective for nickel mineralisation, located 12km south of Kimba, South Australia:
Slide 31: Monetisation of in-demand tenements for exploration and mining
The commercialisation pathway involves the monetisation of globally in-demand For personal use only tenements for exploration and mining Our strategy is to identify a pipeline of economically proven resources for the future development, production and export of critical minerals by: 1 Exploring for
Slide 32: Strategic Direction: The Path Forward
/ Strategic Direction For personal use only The Path Forward 31
Slide 33: Company News Flow
/ Company News Flow Over the next 12 months key aspects of our strategy to provide For personal use only shareholder returns include: + Accelerating 12CQ toward commercialisation World-first componentry assembly and device testing, and engagement with quantum computing industry partners. + Patenting
Slide 34: Archer Exploration Limited contact details
Archer Exploration Limited For personal use only ASX Code: AXE ACN: 123 993 233 ADELAIDE Ground Floor, 28 Greenhill Road Wayville SA 5034 Australia Phone: +61 8 8272 3288 SYDNEY Level 4, 17-19 Bridge Street Sydney NSW 2000 Australia Phone: +61 2 8091 3240 Email: hello@archerx.com.au Website: www.arc
Slide 35: Appendices: Annual General Meeting General Business
Appendices For personal use only Annual General Meeting General Business (ASX Announcement 24 September 2019) Ordinary Resolutions Special Resolutions 1. Remuneration Report 10. Approval of 10% additional placement capacity 2. Re-election of Alice McCleary as a Non-Executive Director 11. Change of C
Slide 36: Appendices: Board and Executive Management
Appendices For personal use only Board and Executive Management (Slide 4) Greg English LLB, BE (Mining) Greg English is the co-founder Archer. He has been Chairman of the board since 2008 and has overseen Executive Chairman Archer’s transition from a South Australian focussed minerals exploration co
Slide 37: Appendices: Board and Executive Management
Appendices For personal use only Board and Executive Management (Slide 4) Mohammad Choucair PhD, FRACI FRSN GAICD Dr Mohammad Choucair was appointed Chief Executive Officer on 1st December 2017. Dr Choucair Chief Executive Officer has a strong technical background in nanotechnology, and has spent th
Slide 38: Appendices: Technology and Commercial Readiness Levels
Appendices For personal use only Reference to Technology Readiness Level (“TRL”) and Commercial Readiness Level (“CRL”) on Slides 14, 19, and 24. 37
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