Cbak Energy Technology, Inc. · NASDAQ:CBAT
Cbak Energy Technology — China BAK Battery — Investor Presentation (May 2008)
9 slides from Cbak Energy Technology's investor presentation, May 19, 2008
Slide 1: China BAK New Growth Potential
China BAK New Growth Potential May 2008
Slide 2: Safe Harbor Statement
Safe Harbor Statement CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This presentation includes or incorporates by reference statements that constitute forward- looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securitie
Slide 3: Key Applications
Key Applications Li-ion Rechargeable Batteries Notebook Computers Cell phones PDAs Digital Cameras Bluetooth Headsets MP3/Portable Entertainment Hybrid-electric vehicles Light-electric vehicles Uninterruptible Power Supply
Slide 4: FY08 Revenue: Reaffirming
FY08 Revenue: Reaffirming For the fiscal years ending September 30 Seasonality not observed in first two quarters of FY
Slide 5: Q208 (Mar): Notebook Cells A Bright Spot
Q208 (Mar): Notebook Cells A Bright Spot Rev. $51M, near-record; up 74% vs. Q207 Rev from notebook cells doubled vs Q108, now 2 nd largest revenue source (13%) Gained Simplo as customer: one of the world’s largest notebook battery pack manufacturer HP “on schedule” Selling prices raised
Slide 6: OEM Laptop Battery Cells
OEM Laptop Battery Cell s Worldwide shortage of supply: at least 150M cells each in 08-10 China BAK is the only Chinese manufacturer with commercial production Major source of growth: now 13% of rev; will be 50% by 09 Shipping to pack manufacturers, gained Simplo in Jan 08; signed LOI with HP in Aug
Slide 7: Notebook Cell Sales Trend
Notebook Cell Sales Trend 2007Q1 2007Q2 2007Q3 2007Q4 2008Q1 2008Q2E 13% >20% 5% 3% 2.7% 1% Rev and As % of Total Rev
Slide 8: Mobile Battery and Polymer Cells
Mobile Battery and Polymer Cells Currently 80-87% of Rev. OEM market in China Lenovo, China Tech Faith Wireless, UTStarcom, SIM Technology Group, Longcheer Technology, Hisense Qualification underway with international Tier 1 OEM’s Replacement market unique to China Cell phones are sold and resold th
Slide 9: Management Team
Management Team Xiangqian Li, Chairman and CEO Visionary leader in China Li-ion battery industry Led CBAK since founding; full time, operating CEO Tony Shen , CFO, 1 year with CBAK Former CFO at eLong Inc (Nasdaq: LONG), led eLong to its first quarter of operating profit Directed comprehensive cost/