Li-s Energy Ltd · ASX:LIS
Li-s Energy — Shareholder Meeting (November 2021)
18 slides from Li-s Energy's shareholder meeting presentation, Nov 24, 2021
Slide 1: Chairman's Statement and CEO Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET Li-S Energy Limited – ASX Code: LIS Wednesday 24 November 2021 Chairman’s Statement and CEO Presentation Li-S Energy Limited (ASX: LIS) (“LIS” or “the Company”) is pleased to provide the following which will be presented at the Company’s Annual Ge
Slide 2: Chairman's Statement
Li-S Energy AGM 2021 Chairman’s Statement AGM 24 Nov 2021 Ladies and gentlemen, on behalf of the Board and the entire Li-S Energy team, I would like to welcome you to the 2021 Annual General Meeting of Li-S Energy shareholders. My name is Ben Spincer, Li-S Energy’s Chair, and I am delighted to be ho
Slide 3: Chairman's Statement: priorities and outlook
1. Further optimise Li-S Energy technology, both the performance of our Lithium Sulphur batteries and the broader opportunities afforded by Li-Nanomesh 2. Produce Li-S Energy Batteries in pouch, cylinder and flexible battery formats to address the needs of partners and prospective customers 3. Build
Slide 4: AGM CEO Presentation November 2021
Li-S Energy AGM CEO Presentation 24 November 2021 Reverse 32 6ধ32 1 Li-S Energy Li-S Energy
Slide 5: Global Net Zero is now a central issue
“Global Net Zero” is now a central issue in Governments and the public conscience – its driving change, its driving investment and its driving technology… 2
Slide 6: Battery Demand Drivers
Battery Demand Drivers The lithium-ion battery market is currently valued at US$35.3 Billion and expected to double to US$71 Billion by 2025. Significant demand for lithium ion-batteries is driven by the global shift towards electric vehicles, with other industries also adding to this demand. Electr
Slide 7: Company goal and target markets
• Founded by Deakin University & PPK Group in 2019 • IPO late September 2021 (8 Weeks Ago) • GOAL: “To commercialise the first high energy density Lithium Sulphur Battery with cycle life equal or exceeding that of Lithium ion”. • TARGET MARKETS: • Electric vehicles (of all types), Drones, Aviation •
Slide 8: Lithium-sulphur battery advantages
Lithium-sulphur batteries have more than 5 times the theoretical energy capacity of Lithium-ion batteries. Beyond this they have a range of other potential advantages over today’s lithium-ion batteries: Higher Energy Density Lighter Weight Lithium-sulphur batteries have a theoretical The lithium, su
Slide 9: Extending cycle life with BNNT and Li-nanomesh
We have a solution to extend Lithium Sulphur cycle life using Boron Nitride Nanotubes and Li-nanomesh, plus an exclusive distribution agreement for BNNT for Li-S batteries 1. BNNT - Stabilising the Cathode 2. Li-Nanomesh – Stabilising the Anode Sulphur cathode 3. Obtaining a viable BNNT Supply Polys
Slide 10: Li-S cell with BNNT
Cell testing has been continuing to prove cycle life performance. These are the ongoing results of cycle testing on a lithium sulphur pouch cell with BNNT. Li-S cell with BNNT Still>Still Still >60% 60%>60% capacity capacitycapacity Specific capacity of Li-ion batteries 6ধ32 1 Non-BNNT cell point o
Slide 11: Dendrites Cause Batteries to Short Circuit
Test results show that Li-nanomesh can prevent dendrite formation on Lithium Metal Anodes. Dendrites Cause Batteries to Short Circuit Stopping Dendrites (Lithium metal ”spikes”) forming on the lithium anode during cycling is critical to avoid catastrophic battery failure Identical Cells tested with
Slide 12: A key collaboration for Heavy Vehicle EVs
A key collaboration for Heavy Vehicle EVs with a clear path to larger orders • Australian company with innovative technology & business model • Janus can retrofit existing diesel Prime Movers to full electric in less than a week. • Innovative exchangeable battery system – 600KWh batteries exchanged
Slide 13: Development is progressing with outstanding results
Development is progressing with outstanding results • Lithium Sulphur Battery Material Optimisation • Li-Nanomesh Testing & Optimisation • Li-Metal Battery using Li-Nanomesh to maximise cycle life • Multi-layer Lithium Sulphur and Lithium Metal cell construction • Solid-State & Semi Solid-State Lith
Slide 14: Scaling our Laboratories and building our Pilot Facility
Scaling our Laboratories and building our Pilot Facility New lab at Building Team with ManuFutures, Deakin world leading University Campus, scientists, engineers Geelong Vic and collaborations Engaging with pilot line equipment manufacturers in Securing pilot facility Europe, USA and Asia to scope a
Slide 15: Development plan by year
Year 3 + 2024 and Year 1 2021-2022 Year 2 2022- 2023 Beyond • Optimise: • Complete Pilot • Advance Global Plant business • Li-S Pouch Cells development • Li-Metal Pouch • Continue Cells Development • IP Licensing and • Multi-layer cells Projects BNNT / Li- nanomesh supply • Work towards agreements •
Slide 16: Upcoming milestones and timeline
Decision on pilot plant 2–4 Li-nanomesh 12 - 24 location weeks commercialisation months Secure Pilot Facility Building 2-3 Janus Electric product 2023 & months supply Beyond Fit out & install pilot plant & 12-15 Sign additional commercial Ongoing labs months collaborations Pilot Plant operational &
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Slide 18: Li-S Energy
Li-S Energy Reverse 32 15 Li-S Energy