Silex Systems Limited · ASX:SLX
Silex Systems — Investor Presentation (April 2012)
30 slides from Silex Systems's investor presentation, Apr 2, 2012
Slide 1: Silex Systems Investor Presentation April 2012
For personal use only Silex Systems Investor Presentation April 2012 © Silex Systems Limited 2012
Slide 2: Forward Looking Statements
P2 Forward Looking Statements For personal use only Silex is a research and development Company whose assets include its proprietary rights in technologies, including but not limited to, the SILEX technology, the Silex Solar technology and business, the Solar Systems technology and business, Translu
Slide 3: Disclaimer
P3 Disclaimer For personal use only Silex Systems Ltd (Silex) has prepared this presentation based on information available to it. The information in this presentation does not purport to be a complete description of Silex and/or its various business activities. Except as required by law, no represe
Slide 4: Outline
P4 Outline For personal use only Corporate Overview SILEX Uranium Enrichment Technology Solar Systems Utility Scale Solar Power SilexSolar Residential and Commercial PV Translucent Advanced Materials Technology Chronologic Instrumentation Technology © Silex Systems Limited 2012
Slide 5: Corporate Overview
P5 Corporate Overview For personal use only Company Description • Silex Systems Limited is an ASX-listed company focussed on development and commercialisation of technologies across three platforms: • Nuclear Energy • Solar Energy • Advanced Materials & Instrumentation ASX Ticker: SLX Market Capital
Slide 6: Businesses
P6 Businesses For personal use only Silex Solar SilexSolar Translucent Chronologic Systems Systems Technology Commercialisation © Silex Systems Limited 2012
Slide 7: SILEX Uranium Enrichment Technology
For personal use only Section 2 SILEX Uranium Enrichment Technology © Silex Systems Limited 2012
Slide 8: Uranium Enrichment
P8 Uranium Enrichment For personal use only Uranium Enrichment Processes SILEX Technology • Gas Diffusion – first generation, obsolescent The only 3rd generation laser • Centrifuge – second generation, primary competition based technology being • Lasers – third generation, SILEX unchallenged commerc
Slide 9: Commercialisation and License Agreement
P9 Commercialisation and License Agreement For personal use only Exclusive Agreement • Exclusive worldwide commercialisation and license agreement for SILEX Uranium Enrichment Technology 51% 25% 24% Next Milestone Payments • USD 15 million due upon successful completion of Test Loop program & NRC li
Slide 10: Approach to Commercialisation
P10 Approach to Commercialisation For personal use only GLE’s phased approach to commercialisation • Completion of Test Loop Program • Construction of the initial Commercial module • Construction of a full scale Commercial Production Facility GLE targeted intentions • GLE targeting a production capa
Slide 11: Approach to Commercialisation
P11 Approach to Commercialisation For personal use only Test Loop Project • Recent optimized tests with the Test Loop facility have confirmed enhanced process performance. • Further Test Loop activities will continue in CY12 with the aim of building up operating and life-time data on the technology
Slide 12: GLE Commercial Facility - NRC Licence
P12 GLE Commercial Facility - NRC Licence For personal use only Commercial Facility Licence •Combined construction and operating license application submitted to NRC in July 2009 (estimated 30 month process) •Initial Environmental Evaluation (EIS) completed in 2011 •NRC announced 6 month extension i
Slide 13: Nuclear Energy in the United States
P13 Nuclear Energy in the United States For personal use only 104 nuclear reactors in 31 states Highlights • 104 nuclear reactors in 31 states • 27.4% of global nuclear energy capacity is in the US • 19.6% of electricity in the US is generated from nuclear energy • 27 new plants under consideration
Slide 14: Nuclear Energy Worldwide
P14 Nuclear Energy Worldwide For personal use only Global Issues • Energy security and Climate Change are key concerns Key Statistics of Governments and Utilities around the world. 15 percent of global electricity • Nuclear ‘renaissance’ to continue despite impact of the 440 operating reactors F
Slide 15: Solar Systems CPV Dish Technology and Utility Scale Projects
For personal use only Section 3 Solar Systems CPV Dish Technology and Utility Scale Projects © Silex Systems Limited 2012
Slide 16: Modular Approach
P16 Modular Approach For personal use only Manufacturing CPV Module CPV Converter CS500 Dish DC/AC Grid Converter Connection Abbotsford 6cm x 6cm 0.25 m2 15 m diameter Key Elements in the Solar Systems Technology © Silex Systems Limited 2012
Slide 17: Existing Installations
P17 Existing Installations For personal use only Installation Location Capacity Dishes Bridgewater Vic, Australia 500kW 16 Hermannsburg NT, Australia 190 kW 8 Yuendumu NT, Australia 240 kW 10 Lajamanu NT, Australia 290 kW 12 Windorah Qld, Australia 175 kW 5 Total 1,395 kW 51 Hermannsburg Solar Facil
Slide 18: Current Development Pipeline
P18 Current Development Pipeline For personal use only Project Location Capacity Dishes Mildura (Stage 1) VIC, Australia Up to 2 MW 60 Mildura (Stage 2) VIC, Australia 100 MW 3,000 KAUST Jeddah, Saudi Arabia 35kW 1 USA TBA Up to 1 MW 30 Middle East TBA Up to 1 MW 30 Total Up to 104 MW 3,121 Bridgewa
Slide 19: Bridgewater Facility
P19 Bridgewater Facility For personal use only 2012: Completion Phase • Largest concentrating photovoltaic power station in Australia • 500 kW testing and demonstration facility • Real time data logging and feedback control • Ongoing reliability and performance testing • Will enable quick implementa
Slide 20: Mildura Stage 1
P20 Mildura Stage 1 For personal use only 2011 – 2013: Construction Phase • Up to 2MWDC CPV grid connected power plant • Development Application finalised • Geo-Tech and Flora & Fauna study completed • Land subdivision purchase completed and old water channel easement approved • Environmental Manage
Slide 21: Mildura Stage 2
P21 Mildura Stage 2 For personal use only 2012 – 2013: Planning and Preparation Phase • Final design for modular CPV power arrays for deployment in Stage 2. • Evaluation of connection point to nearby 66kV and 220kV transmission lines. • Preliminary partner discussions (financing, construction, conne
Slide 22: Silex Solar Residential & Commercial PV
For personal use only Section 4 Silex Solar Residential & Commercial PV © Silex Systems Limited 2012
Slide 23: SilexSolar
P23 SilexSolar For personal use only Business Restructure • Finalising a restructuring of the business • Significant cost reduction • All aspects of the business being reviewed in light of continuing challenging market conditions Partnership • Partnering with Hareon Solar for supply chain • Recently
Slide 24: Translucent Advanced Materials Technology
For personal use only Section 5 Translucent Advanced Materials Technology © Silex Systems Limited 2012
Slide 25: Rare Earth Oxide – Platform Technology
P25 Rare Earth Oxide – Platform Technology For personal use only Total Accessible Market Key Benefits $300m • Several industries forced to use high-cost non-silicon substrates (eg $500m Germanium, Sapphire and Silicon Carbide) for high-end applications • Translucent’s innovative REO platform could e
Slide 26: Technology Applications
P26 Technology Applications For personal use only GaN GaN Ge cREOTM cREOTM cREOTM Silicon Silicon Silicon LED Lighting Power Electronics Solar CPV • Lowers cost compared to • Lowers cost compared to • Lowers cost compared to sapphire wafers sapphire wafers germanium wafers • Improves performance • I
Slide 27: Commercial Progress
P27 Commercial Progress For personal use only LED Lighting •Engaged with customers in USA and Asia •Strong demand to test Mirrored-Si™ wafers for LED fabrication •Initial commercial orders for sample evaluations (up to 150mm wafers) •Work continues for the development of 200mm wafers Power Electroni
Slide 28: Chronologic Instrumentation Technology
For personal use only Section 6 Chronologic Instrumentation Technology © Silex Systems Limited 2012
Slide 29: Chronologic
P29 Chronologic For personal use only Partnership Opportunities Maestro – Master Timing • Strong interest from potential commercial partners Hubs • Discussions with commercial companies continuing • Recently participated at AutoTestCon trade show, USA Legato – Universal Timing Devices Core IP Data A
Slide 30: Thank you
For personal use only Thank you © Silex Systems Limited 2012