Anteotech Ltd · ASX:ADO
Anteotech — ASX Small and Mid-Cap Conference 2023
26 slides from Anteotech's conference presentation, Sep 20, 2023
Slide 1: Presentation ASX Small and Mid-Cap Conference (ASX announcement)
Presentation ASX Small and Mid-Cap Conference BRISBANE, AUSTRALIA, 20 September 2023: AnteoTech Ltd (ASX: ADO) (AnteoTech or the Company) CEO, David Radford will today give the attached presentation to the ASX Small and Mid-Cap Conference. AnteoTech’s presentation is scheduled to commence at 1.20pm
Slide 2: Investor Presentation – ASX Small and Mid-Cap Conference
For personal use only Investor Presentation ASX Small and Mid-Cap Conference Revenue stage high performance materials- Unlocking global battery anode market Date of Publication: 20 th September 2023
Slide 3: Important Notice
IMPORTANT NOTICE SCOPE & LIMITATIONS For personal use only This Presentation has been prepared by AnteoTech Ltd (AnteoTech or the Company) (ASX.ADO). The Presentation is a summary only and does not contain all the information about the Company’s assets and liabilities, financial position and perform
Slide 4: Creating value by accelerated development and commercialisation
For personal use only CREATING VALUE BY THE ACCELERATED DEVELOPMENT AND COMMERCIALISATION OF SOCIETALLY BENEFICIAL SOLUTIONS THROUGH OUR EMPOWERED AND PASSIONATE TEAM AnteoTech Company Presentation 3
Slide 5: AnteoTech Overview
ANTEOTECH OVERVIEW ASX listed binder materials company leveraging proprietary, high performance, nano polymer technology For personal use only Revenue stage materials & chemistry company ~$70m market cap - funded into 2024 with $7.2m pro forma cash + est. $3m R&D rebate Market leading, patent protec
Slide 6: Unlocking a $21B Opportunity in Clean Energy
UNLOCKING A $21B OPPORTUNITY IN CLEAN ENERGY AnteoTech’s technology portfolio is the key enabler of higher silicon content anodes - unlocking the next generation of battery performance for high demand areas such as Electric Vehicles For personal use only Electric Vehicles are driving Graphite has re
Slide 7: The Key to Next Gen Clean Energy & Life Science Products
THE KEY TO NEXT GEN CLEAN ENERGY & LIFE SCIENCE PRODUCTS Proven chemical enabling technology for the rapidly growing battery anode market and life sciences For personal use only Anteo X™ - Clean Energy High Silicon Anode - Clean Energy AnteoBindTM - Lifesciences Anteo X™ is a powerful cross-linker a
Slide 8: New Commercially Focused Leadership Team
NEW COMMERCIALLY FOCUSED LEADERSHIP TEAM Katrina Byrne - Chief Operating Officer • Extensive domestic and international experience in operations, projects and supply chain management across multiple industries • Proven track record in Senior Executive positions leading rapid commercialisation of R&D
Slide 9: Clean Energy Technology
CLEAN For personal use only ENERGY TECHNOLOGY Enabling the transition to next generation batteries 11
Slide 10: Lithium-Ion Battery Market Opportunity
LITHIUM-ION BATTERY MARKET OPPORTUNITY As energy storage demands increase and technology advances, demand for high silicon content lithium-ion batteries will grow significantly - AnteoTech has key technology that can unlock this value For personal use only US$21B addressable market USD $Billions Lit
Slide 11: Silicon Provides a Step-Change Improvement for Batteries
SILICON PROVIDES A STEP-CHANGE IMPROVEMENT FOR BATTERIES Increasing the silicon content in a battery's anode provides for a range of performance benefits For personal use only Silicon battery anodes are smaller, Lighter 10x More energy capacity by weight lighter and last longer Smaller 3x More energ
Slide 12: Anteo X – Providing Major Benefits to Our Customers
ANTEO X™ – PROVIDING MAJOR BENEFITS TO OUR CUSTOMERS Performance enhancing additive included with current battery binders – enables much higher silicon content in the battery anode - without the typical issues of swelling, cycle loss and shorter life For personal use only Major Benefits to our Custo
Slide 13: Next Generation Battery Technology
NEXT GENERATION BATTERY TECHNOLOGY Leveraging our internal know how and complementary technologies to provide a step change in battery performance and efficiency For personal use only AnteoTech’s High Silicon Anode Major Benefits to our Customers Ground-breaking approach to high silicon anode in lat
Slide 14: Trialled by Battery Industry Leaders
TRIALLED BY BATTERY INDUSTRY LEADERS Evaluations underway with commercial supply agreements and first sales expected in 2023 For personal use only Trinseo (ex Dow Chemicals) ~$1b Nasdaq listed company, is a global Wyon, a leader in the development and production of customised, specialty materials so
Slide 15: Initial Production Facility - Scalable
INITIAL PRODUCTION FACILITY - SCALABLE Anteo X™ initial 20,000L capacity production facility will be commissioned in December 2023 Quarter For personal use only Supplying Anteo X™ for up to 30m Phones or 6,500 Tesla Model Y cars First Production Facility - Brisbane • Brisbane based 20,000L productio
Slide 16: Life Sciences
For personal use only LIFE SCIENCES Revenue stage products for life science & vaccine applications 23
Slide 17: Unique Nanoglue Platform - AnteoBind
UNIQUE NANOGLUE PLATFORM - ANTEOBIND™ Increased awareness of Point of Care testing is opening new markets in veterinary, food, agricultural and environmental testing- lower regulatory hurdles and faster path to market For personal use only HOW ANTEOBIND™ WORKS • Metal ion polymers are positively cha
Slide 18: Life Sciences Commercialisation Pathway
LIFE SCIENCES COMMERCIALISATION PATHWAY Leveraging AnteoBind™ and paid development services to create multiple paths to market For personal use only AnteoBind and Ready to Use Kits Paid Development Services Life Sciences and Vaccine Manufacturers Universities & Research Organisations AnteoTech Compa
Slide 19: Growing commercial footprint & revenue base
For personal use only Growing commercial footprint & revenue base
Slide 20: AnteoTech – Commercial Milestones & News Flow
ANTEOTECH – COMMERCIAL MILESTONES & NEWS FLOW 2023 2024 & Beyond For personal use only • Capital Raise – fund growth + new institutions 2024 • Additional Clean Energy partnerships • Trinseo Anteo X™ product validation • Anteo X™ production facility scale up • Construction commences on Anteo X™ produ
Slide 21: Investment Highlights
INVESTMENT HIGHLIGHTS Next Generation Battery Technology For personal use only Patent protected, market leading, platform technology which unlocks the path to high silicon content battery anodes Lighter, Smaller, Cheaper, Faster Anteo X™ delivers significant battery performance benefits Partnering w
Slide 22: Appendices
For personal use only APPENDICES 7
Slide 23: FY2023 Highlights
FY2023 HIGHLIGHTS Charting an ambitious course to achieve short and mid-term revenues in the Clean Energy and Life Sciences divisions For personal use only New Leadership Realigned resources Trinseo - Binder Partnership Appointed David Radford as Chief Transformed the business, reduced Signed MOU wi
Slide 24: How Lithium-Ion Batteries Work
HOW LITHIUM-ION BATTERIES WORK Current industry standard batteries use lithium-ion composition for energy storage with a cathode and anode for charging For personal use only Discharge Charge Charged: lithium ions migrating from cathode to anode Discharge: lithium ions migrating from anode to cathode
Slide 25: AnteoTech Focus in the Lithium-Ion Battery Value Chain
ANTEOTECH FOCUS IN THE LITHIUM-ION BATTERY VALUE CHAIN AnteoTech will initially target battery component manufacturers as our performance enhancing binder additive enables increased silicon content For personal use only Binder additive Complete Binder High Silicon Anode Product Range Component Cell
Slide 26: Anteo X Technology Can Add Battery Life & Range for EVs
ANTEO X™ TECHNOLOGY CAN ADD BATTERY LIFE & RANGE FOR EVs The industry standard graphite anodes have reached their technical limitations For personal use only AnteoTech’s technology solutions can drive enhanced battery energy storage as a result of enhanced silicon integration Increasing silicon can