Bluglass Ltd · ASX:BLG
Bluglass — Investor Presentation (December 2006)
12 slides from Bluglass's investor presentation, Dec 14, 2006
Slide 1: Investor Presentation Shortform December 2006
Investor Presentation Shortform 13 December 2006 Commercial in confidence EBL CSL NSS ES
Slide 2: Presentation to Investors
Presentation to Investors ¢ BluGlass Profile « Market Segments — - #1 High Brightness Light Emitting Diodes - #2 General Lighting ¢ Business Model ¢ Value Proposition ¢ Business Team ¢ Intellectual Property * In Review Commercial in confidence
Slide 3: What is BluGlass
What is BluGlass ¢ Oversubscribed IPO September 2006 « One of the most successful small cap listings this year (s/comberg 011106) ¢ Low cost gallium nitride (GaN) and GaN light emitting diode (LED) production ¢ Based on innovative technology from Macquarie University ¢ Strong team with international
Slide 4: Markets - Segment
Markets —- Segment 1 ¢ General High Brightness LED Market 2006 (Us$4.3 billion, Strategies Unlimited 2005) Commercial in confidence
Slide 5: Segment 1: Expected Growth Scenario
Segment 1: Expected Growth Scenario revenue (US$ billion) 95 96 97 98 99 O80 OL Commercial in confidence 62 63 o¢ 05 C6 OF 68 09 @ Total GaN sales @ Total LED sales
Slide 6: Markets - Segment: General Lighting Market
Markets - Segment 2 General Lighting Market Global US$100Bn Benefits over Incandescent / Fluoro Lighting « More efficient than incandescent, , rapidly becoming more efficient 1 than fluorescent e¢ Longer lifetime « Lower energy use / reduced ..greenhouse gas emissions « Safer - low voltage / low . t
Slide 7: The Business Model
The Business Model ¢ BluGlass will further its technology over the next eighteen months to : - Design and build commercial scale, low cost deposition equipment - Develop the process and wafer scalability to 4”, 6” and larger - Establish a pilot production plant to fully demonstrate the technology ¢
Slide 8: The Value Proposition
The Value Proposition ¢ BluGlass will offer the market place a manufacturing process which will save substantial costs at the wafer level. ¢ The technology offers a low cost, environmentally clean and high capacity manufacturing technology. - Cost Savings ~ Low temperature deposition ~ Use of glass
Slide 9: The BluGlass Team
The BluGlass Team * CEO - David Jordan David has over 25 years in both business and academic environments. He has extensive experience in the semiconductor and photovoltaic industries. « CTO — Scot Butcher Scott is the originator of the IP and one of the founders of the business. He has held senior
Slide 10: IP portfolio
IP portfolio ¢ Strong IP position, reviewed by Blake Dawson Waldron ¢ Aggressive forward protection ¢ Two patents lodged, in national and PCT filing Commercial in confidence
Slide 11: In Review
In Review ¢ Reduced cost of manufacture of GaN ¢ Environmental benefit underpinning market growth e Pilot plant to prove technology ¢ Potential near-term revenue streams ¢ World-class research team e Management with relevant experience Commercial in confidence
Slide 12: www.bluglass.com.au
www.bluglass.com.au Commercial in confidence