Alexium International Group Limited · ASX:AJX
Alexium International — Non-Deal Roadshow (May 2019)
21 slides from Alexium International's roadshow presentation, May 6, 2019
Slide 1: May 2019 Investor Roadshow
For personal use only May 2019 Investor Roadshow Dr Bob Brookins, CEO Jason Lewis, CFO
Slide 2: Investment Proposition
Investment Proposition Substantial growth opportunities in large specialty chemicals markets For personal use only • Target flame retardant (FR) markets worth USD 860 million per annum1 • Target phase change material (PCM) markets worth USD 60 million per annum2 IP-driven technology to address speci
Slide 3: Market Applications of Alexium Technology
Market Applications of Alexium Technology For personal use only Product Line Value Proposition Applicable Markets Alexiflam® FR Patented flame retardant providing a durable finish Apparel, mattress with a soft fabric hand for synthetic-rich fabrics Alexiflam® NF Patent pending product providing exce
Slide 4: Alexiflam FR: Application to NyCo for military uniforms
Alexiflam® FR Application to nylon/cotton (NyCo) for military uniforms For personal use only Key Alexiflam® FR benefits Effective FR Patented chemistry Production viable FR Successes in FR NyCo performance on 50/50 developed by NyCo has been a are a paradigm shift in NyCo Alexium market gap for deca
Slide 5: Alexiflam FR: Market opportunities in military uniforms
Alexiflam® FR Market opportunities in military uniforms For personal use only FR-ACU Program Opportunity General ACU Program Opportunity Segment of Military High-risk personnel (e.g., Special Ops) All branches Approximate Number of Personnel ~130K1 ~2.2M2 Estimated pounds of fabric (p.a.) 2.1M 35.2M
Slide 6: Alexiflam NF: Flame-treatment for cotton-rich materials
Alexiflam® NF Flame-treatment for cotton-rich materials For personal use only Alexium recognized that established FR cotton technologies are simply too complicated and require too much nuance. Alexiflam® NF was developed to address this gap with a disruptive technology. Simplified process Durabl
Slide 7: Alexiflam NF: Key market opportunities
Alexiflam® NF Key market opportunities For personal use only FR workwear & FR uniforms FR sock for bedding • Market: apparel • Market: foam mattress • Value of Alexiflam® NF: Enable new fabric • Value of Alexiflam® NF: Potential reduced cost of compositions and designs mattress sock by ~50% relative
Slide 8: Alexicool Technology: PCM products for thermal regulation
Alexicool® Technology Phase-Change Material (PCM) products for thermal regulation For personal use only Key Achievements Platforms for Growth and Achieving Profitability • Q3 FY2019: Supply agreement signed with a multibillion- Customer Engagement dollar North American mattress manufacturer • Joint
Slide 9: Alexicool Technology: Next steps and future targets
Alexicool® Technology Next steps and future targets For personal use only Further Expansion in Translate Successes Lead with Innovation Mattress and Top-of- in Mattress Industry and Analytical Rigor Bed Products to Other Markets R&D goals are driven by Work with customers to drive While current focu
Slide 10: Alexicool FM
Alexicool® FM The application of Alexicool technology to foam based bedding For personal use only Alexium launched a new Alexicool® FM product line in calendar Quarter 1, 2019 Identical market gaps in the foam market as textile Why focus PCM applications to foam are the largest on Alexicool® mar
Slide 11: Alexicool FM: Market opportunity
Alexicool® FM Market opportunity For personal use only Our analysis has shown that the market size for PCM on foam is significantly larger than PCM on ticking: A.A PCM on foam is in 50+% more mattresses than PCM on ticking B.B Significantly greater quantities of PCM are applied to foam % of premium
Slide 12: Revenue and Gross Margin Trend
Revenue and Gross Margin Trend Driving growth from core business, sustainable margin increase For personal use only Revenue and Gross Margin Focusing on core Competencies showing results $3.50 50% • Completed removal of low margin sales in H2 • Shipments to PCM customers continues to rise each quart
Slide 13: Alexium's Strategic Priorities to Drive Profitability
Alexium’s Strategic Priorities to Drive Profitability For personal use only Sustainability Through Innovation Leadership Team Gain customer confidence and loyalty Team comprised of professionals by enabling them with state-of-the-art with skills/ experience for specialty products chemical commercial
Slide 14: Outlook
Outlook For personal use only Alexium has recently signed Profitability: Alexium anticipates development and distribution deals reaching positive monthly EBITDA on across key product categories and is well an ongoing basis by the fourth quarter positioned to scale growth via additional of this calen
Slide 15: Appendix
For personal use only Appendix
Slide 16: Company Overview
Company Overview Who We Are Capital Structure1 For personal use only • Alexium International is a speciality chemicals innovator headquartered in Greer, South Carolina, USA ASX Code AJX • Cost effective, patented products for both textile and non-textile markets Current Share Price $0.15 • Focus on
Slide 17: Executive Management
Executive Management For personal use only Robert Brookins – Chief Executive Officer and Managing Director Robert (Bob) Brookins, Ph.D., M.A.E. B.A. B.Sc. is the Chief Executive Officer. Dr. Brookins has experience in organic synthesis, materials chemistry, and chem/ bio decontamination. He received
Slide 18: Alexiflam NF: Application to fleece garments
Alexiflam® NF Application to fleece garments For personal use only Due to high surface area of fleece fabrics, combustion due to “surface flash” is a critical concern; for flame retardant effects, synthetic fleece made from polyester is widely used • Environmentalists have established that a single
Slide 19: Alexicool Technology: Customer relationship/education
AlexicooL® Technology Customer relationship/education For personal use only Identifying key decision makers and influencers and creating offerings to drive customer confidence and loyalty New branding and logo, establishing our Alexicool® technology identity in the bedding marketplace A microsite, b
Slide 20: Contact
For personal use only Contact: InvestorRelations@AlexiumInternational.com
Slide 21: Disclaimer
Disclaimer For personal use only To the maximum extent permitted by law, the information contained in this presentation is given without any liability whatsoever being accepted by Alexium International Group Limited (Alexium) or any of its related entities or their respective directors or officers,
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