Alexium International Group Limited · ASX:AJX
Alexium International — Gabelli Conference 2017
19 slides from Alexium International's conference presentation, Mar 17, 2017
Slide 1: Presentation to the Gabelli Conference
For personal use only Presentation to the Gabelli Conference Dirk L. Van Hyning, Deputy CEO March 22 2017
Slide 2: Agenda
2 Agenda For personal use only 1 Alexium Overview 2 Market Strategy 3 Product Overview 4 Financial Snapshot 5 Appendix 6 Board and Management Team This presentation has been prepared by Alexium International Group Limited (“Alexium”) or the (“Company”). It should not be considered as an offer or inv
Slide 3: Alexium is a Specialty Chemicals developer
3 Alexium is a Specialty Chemicals developer Based in Greer, South Carolina, USA For personal use only Who We Are • Specialty chemical solutions developer and provider located in Greer, SC • 42 full-time employees with global sales, manufacturing and supply chain footprint What We Do • Capable of pr
Slide 4: The Alexium Strategy
4 The Alexium Strategy For personal use only Alexium team has over 150 years experience in chemical synthesis, manufacturing, product development and sales Identify key markets in significant transition that are underserved by current market players and/or structure Attack those markets through comb
Slide 5: Fire Retardant Market Key Drivers
5 Fire Retardant Market Key Drivers For personal use only • $7.0B annual global industry driven by combination of regulation and liability mitigation (~7.5% CAGR through 2019) • Roughly 65% of incumbent technology under regulatory pressure Regulatory / Green Drivers • Evidence of toxicity and bio ac
Slide 6: Fire Retardant Market Key Drivers
6 Fire Retardant Market Key Drivers For personal use only • $7.0B annual global industry driven by combination of regulation and liability mitigation (~7.5% CAGR through 2019) • Roughly 65% of incumbent technology under regulatory pressure Alexium Advantage • Alexium’s proprietary chemistries are ec
Slide 7: Thermal Regulation Market Key Drivers
7 Thermal Regulation Market Key Drivers • $1.5B annual global market for chemistry which absorbs heat and can be infinitely For personal use only “recharged” • Markets include: bedding, under/activewear, HVAC, energy storage • PCM market is projected to register a CAGR of 20.8% between 2014 and 2019
Slide 8: Key Alexium Fire Retardant Market Highlights
8 Key Alexium Fire Retardant Market Highlights For personal use only 1. Flame Retardant Textile Markets • Alexium is in scale-up or active selling of FR chemistry with numerous key players in three key commercial textile markets: Transportation, Decorative Fabrics and Outdoor Fabrics • FR chemistry
Slide 9: Key Alexium Fire Retardant Market Highlights
9 Key Alexium Fire Retardant Market Highlights For personal use only 2. Military Flame Retardant Textile Markets • Currently, only 10% of military personnel get FR protected uniformsis due to high cost of incumbents • FR Army Combat Uniform is >$100M annual industry • “Holy grail” is to treat standa
Slide 10: Key Alexium Fire Retardant Market Highlights
10 Key Alexium Fire Retardant Market Highlights For personal use only 3. Flame Retardant Cotton – Alexiflam NF • FR cotton chemistry market exceeds $250M per year • FR cotton chemistry market dominated by two products, Pyrovatex CP and Proban for decades • Difficult application process and high leve
Slide 11: Key Alexium Fire Retardant Market Highlights
11 Key Alexium Fire Retardant Market Highlights For personal use only 4. Flame Retardant Epoxy Market • FR chemistry for electronics currently exceeds $1.3B per year • Current market serviced by halgonated materials or ineffective materials • Eco-conscious materials which work at low loadings are hi
Slide 12: Key Alexium Thermal Regulation Market Highlights
12 Key Alexium Thermal Regulation Market Highlights For personal use only 1. Bedding • Key driver for bedding industry is to combat “hot” feel of mattresses • Thermal Regulation chemistry demand in this market exploding • Current offering does not satisfy cost or performance requirements of large se
Slide 13: Key Alexium Thermal Regulation Market Highlights
13 Key Alexium Thermal Regulation Market Highlights For personal use only 2. Pillows & Bedding Auxiliaries • Same market drivers as mattresses • Alexium recently signed MOU with Pegasus Home Fashions to offer Alexium-treated pillows in major retailers • Alexium actively working with other pillow sup
Slide 14: Toll Manufacturing/Supply Chain
14 Toll Manufacturing/Supply Chain For personal use only Scale through asset-light operating model • Strategic partnerships established to rapidly scale go-to-market capabilities. • Manpak is in Australia, Brocolor in Germany; VLS in Belgium, Euroflam in the UK with the other partners being located
Slide 15: Global Sales Partnerships
15 Global Sales Partnerships For personal use only Alexium has established strategic partnerships in order to rapidly scale its go-to-market capabilities • Partnerships were carefully selected according to geography and sector expertise • 48 sales agents representing various Alexium target markets s
Slide 16: Financial Overview
16 Financial Overview For personal use only Shareholder Structure Key Statistics Directors, Management & ASX Code AJX Founders, 25% Current Share Price $0.55 52 Week High $0.91 HNW & Retail, 47% 52 Week Low $0.47 Shares on Issue ~303m Market Capitalisation ~$167m Cash (31 December 2016) ~$11.4m Inst
Slide 17: Board of Directors
17 Board of Directors Gavin Rezos – Executive Chairman For personal use only Extensive international investment banking experience Held CEO positions in companies in Australia, the UK, US & Singapore Non Executive Director of Iluka Resources Nick Clark – CEO and Executive Director Degree in
Slide 18: Alexium – Positioned for Success
18 Alexium – Positioned for Success For personal use only Alexium Product Launches Clear Market Demand Commercial Partnerships Clearly Differentiated Technology Scalable Capital Light Business Model Novel Environmentally Friendly Chemistry Expanding Patent Portfolio
Slide 19: Contact
For personal use only Contact: InvestorRelations@AlexiumInternational.com U.S.: +1.864.603.1165
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