Dotz Nano Limited · ASX:DTZ
Dotz Nano — Shareholder Meeting (May 2018)
34 slides from Dotz Nano's shareholder meeting presentation, May 31, 2018
Slide 1: Annual General Meeting – 31 May 2018
ASX ANNOUNCEMENT 31 May 2018 ASX Code: DTZ COMPANY PRESENTATION For personal use only ANNUAL GENERAL MEETING – 31 MAY 2018 Dotz Nano Limited (“Dotz Nano” or the “Company”), an advanced material technology company focusing on the development, manufacture and commercialisation of graphene quantum dots
Slide 2: AGM May 31st Melbourne, Australia
For personal use only AGM May 31st Melbourne, Australia
Slide 3: Cautionary Statement
Cautionary Statement For personal use only Cautionary and Forward Looking Statements This presentation has been prepared by Dotz Nano Ltd. (“Dotz”). The information contained in this presentation is of a general nature only and does not constitute an offer to issue, or to arrange an issue, of securi
Slide 4: A Quick Update
A Quick Update • Dr Volker Mirgel replaced Faldi Ismail as Chairman in Apr 18 For personal use only • Dr. Moti Gross stepped down as CEO in May 18 • Experienced finance professional, John Bullwinkel joined the Board • As Company needs to shift gears to commercial, BoD asked me to assume CEO position
Slide 5: My Discoveries
My Discoveries For personal use only • Need to Focus • Great team • Some great, mature products • Advanced labs • Manufacturing capacity • Ready to market • Initial traction
Slide 6: My Discoveries: Need to Focus
My Discoveries For personal use only • Need to Focus Displays Bio Imaging Tagging Opto-electronics
Slide 7: My Discoveries: Real & Immediate Market Need
My Discoveries • Unique materials with unique fingerprint • Need to Focus For personal use only • Real & Immediate Market Need • Mature Technology - positive market feedback • Market size • Hydraulic Fracking (Oil & Gas Industry) • Bulk Liquids ü Lubricants ü Oils Tagging ü Fuel • Tracing ü Fertiliz
Slide 8: My Discoveries: Great team
My Discoveries For personal use only Great team Dr. Volker Mirgel Uzi Breier Chairman CEO Dr. Michael Shtein Mr. Avigdor Kaner Mr. Eran Gilboa PhD - CTO VP Business Development CFO
Slide 9: My Discoveries: Great products
My Discoveries For personal use only Great products unique molecular security markers manufactured from non-toxic carbon sources ValiDotz™ Tagging & Authentication (Product liability, anticounterfeit) Fluorensic™ Bulk liquid Tracing Solutions InSpec™ Forensic & Semi-Forensic Detection (Real-time, on
Slide 10: My Discoveries: Advanced labs
My Discoveries For personal use only Advanced labs
Slide 11: My Discoveries: Manufacturing capacity
Pflaumer, NJ, USA My Discoveries Manufacturing capacity For personal use only new reactor
Slide 12: My Discoveries: Ready to market, initial traction
My Discoveries • Ready to market For personal use only • Initial traction Authentication & Dilution Tagging cigarette pack Tracers for Oil Industry detection for DEF Products
Slide 13: For personal use only
For personal use only
Slide 14: China 2020
For personal use only China China 2020 2020
Slide 15: China 2020
China 2020 For personal use only • After a successful pilots in 2018 with China’s leading Tobacco companies, ValiDotz™ is now being widely used for Tagging and Authenticating Cigarette packs • Millions of cigarette packs are sold annually, baring the ValiDotz™ Authentication Tag • The successful val
Slide 16: Europe 2020
For personal use only Europe China2020 2020
Slide 17: Europe 2020
For personal use only Europe 2020 • EU enforces all Land and Maritime shipping companies to use DEF/ADBlue™ supplements. Sub Par products and “Back Yard” manufacturing causing billions in damages • Non-Toxic, Organic Based ValiDotz™ is now the preferred technology, for Authentication and dilution-de
Slide 18: USA 2020
For personal use only China USA 2020 2020
Slide 19: USA 2020
USA 2020 China 2020 • After a successful pilot in 2018 with a known oil For personal use only company for Tagging and Tracing of Frac Fluids, other oil companies are now in the process of implementing Dotz’s Fluorensic™ • Dotz sales of Fluorensic™ Tracing Solutions are in the millions of US$ • The s
Slide 20: Dr. Volker Mirgel
Dr. Volker Mirgel For personal use only • Former Bayer Senior Vice President and member of Bayer’s Global Leadership Team (ATR:BAYN market cap €90B) • PhD in Organic Chemistry from the University of Cologne • During his 34-year with Bayer he held technical, marketing and general management functions
Slide 21: Uzi Breier
Uzi Breier For personal use only • Vast international business and managerial experience • During the past 30 years held senior positions at Fortune-500 companies • Held leadership position at smaller companies • Was CEO of a NASDAQ traded company • Developed multiple complex Business-Development, S
Slide 22: Immediate Goals
Immediate Goals For personal use only • Switching the company’s Focus from R&D 2016 Few mg of Samples to Commercialization: ü Addressing “Low-Hanging Fruits” 2017 ü Focusing on mature markets Hundreds gr Engineering ü Achieving Traction from Market 2018 30 kg, Pilot
Slide 23: Immediate Goals
Immediate Immediate Goals For personal use only • Focus on developed, ready to sell Products • Focus on highly-demanded Solutions • Focus on Applications with a distinctive USP = Putting Your Money into Good Use
Slide 24: Applications & Prospects
Applications & Prospects For personal use only
Slide 25: ValiDotz – Tagging and Authentication
Immediate 3 Major product components For personal use only we chose to focus on ValiDotz™ - Our Tagging and Authentication materials for • Anti-Counterfeiting • Brand Protection • Product Liability
Slide 26: Fluorensic – Tracing material
3Immediate Major product components For personal use only Fluorensic™ - Our Tracing material for • Oil Industry • Frac Fluids • Water & Soil Pollution
Slide 27: InSpec – Forensic and Semi-Forensic Detection
3Immediate Major product components For personal use only InSpec™ - Our Forensic and Semi-Forensic Detection Technologies Smartphone based semi- On-site portable forensic detector forensic detector
Slide 28: Oil Industry Applications
Oil Industry Applications For personal use only Fluorensic™ can be used as a tracer taggant in a wide variety of applications across the lifecycle of the oil-industry ~13,000 new frac wells are dug every year in N. America – a market opportunity of ~$4 Billion
Slide 29: Oil Industry Applications: Upstream
Oil Industry Applications For personal use only Upstream: In drilling and production activities Fluorensic™ can be used as an inexpensive, non-toxic Tracer for injected fluids in frac/tight-oil and even conventional oil drilling operations Update: large-scale testing for frac liquids tagging is sche
Slide 30: Lubricants Tagging Applications
Lubricants Tagging Applications ValiDotz™ was found* to be safe for For personal use only engines, filters, and injection systems These properties, combined with its tunable emission spectra (UV to Red) - unique and sophisticated fingerprints (codes) for use inside bulk oils, lubricants and greases
Slide 31: Agro-Chemicals Tagging Applications
Agro-Chemicals Tagging Applications For personal use only ications ValiDotz™ has demonstrated successful tagging & authentication of Fertilizers and Pesticides*, as well as proving ability to detect, blend and enable traceability even in very small amounts. Update: tested with a local company. Longe
Slide 32: Tagging & Tracing Applications
Tagging & Tracing Applications For personal use only Lubricants Now all that is left to do Polymers Oil Industry is to connect the DOTZ Inks & Agro- Print Chemicals
Slide 33: For personal use only
25, Went = sr MOWAias » 3 % He \\\ es a —FA\\\ isa anore’S. S potz. —==s}
Slide 34: Thank You!
For personal use only Thank You! Uzi Breier u.breier@dotznano.com +972.544.575.862