Bluglass Ltd · ASX:BLG
Bluglass — Shareholder Meeting (November 2008)
15 slides from Bluglass's shareholder meeting presentation, Nov 20, 2008
Slide 1: Annual General Meeting CEO Report
For personal use only Annual General Meeting 20th November 2008 CEO Report Giles Bourne 1
Slide 2: Disclaimer
DISCLAIMER For personal use only This document has been prepared by BluGlass Limited to provide existing and prospective investors in BluGlass Limited with an update. Any statements, opinions, or other material contained in this document do not constitute any commitments, representations or warranti
Slide 3: Agenda
Agenda For personal use only Funds status Year in review BluGlass site opening Key markets IP and technology developments Current state-of-play - who are we speaking to? Outlook for 2009 and beyond 3
Slide 4: Funds Status: Cash Flow Analysis
Funds Status For personal use only Cash Flow Analysis $'M Prospectus vs Actual Spend 14.0 12.0 10.0 8.0 6.0 4.0 2.0 0.0 Operations Investing Financing Total Prospectus Actual Commercial in Confidence 4
Slide 5: Year in review
Year in review For personal use only Established pilot manufacturing plant Built prototype commercial reactor Established business development capability Strengthened IP position BluGlass site opening 5
Slide 6: BluGlass Site Opening
BluGlass Site Opening For personal use only 6
Slide 7: BluGlass Site Opening
BluGlass Site Opening For personal use only 17 July 2008 the BluGlass site was officially opened by the Hon Peter Garrett, AM, MP Minister for the Environment, Heritage and the Arts Newly built class 1000 & 100K cleanrooms Full device fabrication facilities & mechanical workshop Commercial reactor i
Slide 8: High Brightness LED application segments
High Brightness LED application segments A rapidly growing and evolving market For personal use only Other Mobile Appliances Indicators, small displays Illumination amusement, misc. other 11% 9% 50% HB LED Market Signs and Displays 1% 15% Signals 14% Automotive 8 Source: Strategies Unlimited
Slide 9: Key Markets
Key Markets For personal use only BluGlass remains focussed on the LED market o Cost advantages of the RPCVD process o Growth of solid state lighting market o Attractive revenue model through licensing BluGlass continues to explore technology and commercial opportunities for other nitride based III/
Slide 10: IP and Technology Developments
IP and Technology Developments For personal use only $5M Commercial Ready grant $450K ARC Linkage grant Other grants under application IP portfolio o 4 patents lodged o Other patents under preparation Development of the research scale reactor – BLG 150 BluGlass is active in key nitrides and LED conf
Slide 11: Current State of Play
Current State of Play For personal use only 11
Slide 12: PIDA, Taiwan November 2007
PIDA, Taiwan November 2007 For personal use only 12
Slide 13: Press coverage of BluGlass
' Stock of the Week semiconductorTopay Copyright 2008 John Fairfax Pubications Ply Lid ED SILICON Fos further information see Conditons of Use on wr Bluglass is a ray of light for clean techs {An 28 Th aan Poca APR tat ing To Petrone News Bluglass Announces Pilot Plant to Open an technology stocks a
Slide 14: Looking Forward
Looking Forward For personal use only Over the next 12 months BluGlass expects to; Complete the process development Provide samples to key potential customers Invite prospective customers from Asia and North America to the BluGlass facilities for live demonstrations Develop strategic partnerships an
Slide 15: Thank You
For personal use only Giles Bourne, CEO BluGlass Ltd 74 Asquith Street, Thank You Silverwater NSW 2128 Australia P + 61 2 9334 2300 F + 61 2 9748 2122 www.bluglass.com.au 15