Alexium International Group Limited · ASX:AJX
Alexium International — Investor Presentation (February 2015)
28 slides from Alexium International's investor presentation, Feb 9, 2015
Slide 1: Flame Retardant Specialty Chemicals & Reactive Surface Treatment Technology
Not for General Distribution For personal use only Alexium International Group Limited® Flame Retardant Specialty Chemicals & Reactive Surface Treatment Technology This presentation has been prepared by Alexium International Group Limited (“Alexium”) or the (“Company”). It should not be considered a
Slide 2: Company Overview
Company Overview For personal use only • HQ: Perth, Western Australia. Operations: Greer, South Carolina • Listed on the ASX (ASX: AJX), US (OTC QX) (AXXIY) & Frankfurt stock exchange (E7T.F). • Reactive Surface Treatment (“RST”), a unique patented award winning technology that can change the surfac
Slide 3: Corporate Overview
Corporate Overview For personal use only KEY KEY STATISTICS STATISTICS (6th( F18.08.2013) ebruary 2015) SHAREHOLDER STRUCTURE ASX Code AJX Closing Share Price AU$0.67 52 Week High AU$0.80 52 Week Low AU$0.082 Shares on Issue ~236m Market CapitalisaQon (undiluted) ~$158m Cash (31 Dec 2014) ~$5.3m Con
Slide 4: Company Board
Company Board For personal use only Gavin Rezos – Executive Director & Chairman • Extensive international investment banking experience • Held CEO positions in companies in Australia, the UK, US and Singapore • Non Executive Director of Iluka Resources Craig Smith Gander – Non Executive Director • G
Slide 5: Senior Management
Senior Management For personal use only Nick Clark – Chief Executive Officer • Degree in Economics and Law with a postgraduate MBA • Qualified Lawyer in NSW and with the NY State Bar Assoc. CPA with AICPA • Long history in M&A, global stock markets and public company financings • Over 15 years exper
Slide 6: History
History For personal use only • Established to use technology supported by a relationship with the U.S. Department of Defense. • Alexium’s Reactive Surface Treatment (RST) platform technology was developed initially to respond to threats from chemical and biological warfare agents. • Alexium acquire
Slide 7: Current Market Breakdown and Opportunity
Current Market Breakdown and Opportunity For personal use only Conventional FR Market Many of the most effective FR coating chemistries are now banned or being withdrawn from the European and US markets. Currently, approx. 40 million tonnes of FR chemicals are sold annually – worth $7 billion market
Slide 8: Market Drivers – FR Chemistries
Market Drivers – FR Chemistries For personal use only • More manufactured goods being produced that require FR treatments, particularly in the construction, textiles/apparel, and automotive and transportation markets. • More stringent fire safety regulations, which has caused companies to look for m
Slide 9: Alexium's Compelling Advantage
Alexium's Compelling Advantage For personal use only • Alexium's FR chemistry meets textile industry and regulators urgent demand for “green” FR chemistry to meet new strict environmental regulations. • Award Winning Technology (WBT 2009, Frost & Sullivan Award). • Technology is developed for use wi
Slide 10: Growth from FR Chemicals Business
Growth from FR Chemicals Business For personal use only Topical FR Surface Microwave FR Additives Treatments Treatments Processing Nylon Polymer Repellency Defense (CB) Fabrics Additives Treatments Nylon Fabric Paint Heat Sensitive Blends Materials Polyester Paint Fabric Blends Custom Blends GROWTH
Slide 11: Technology Leading to Product Launches
Technology Leading to Product Launches For personal use only Product Brands: Novel, CLEANSHELL® Eco-friendly CLEANSHELL® CB Chemistry ASCALON® NYCOLON® NUVALON® Clearly Exceptional POLYTRONTM Differentiated Value ALEXIFLAM® Technology Proposition OMNITRON® Alexium Product Launches Clear Market Comme
Slide 12: ASCALON FR Chemicals for Nylon
ASCALON™ FR Chemicals for Nylon For personal use only Topical FR Treatment of Nylon (100% Synthetic) • Target Markets > 4Mil yards (North America) focusing on Military Clothing, Law Enforcement, First Responders, Industrial Workwear, Tents, Backpacks • Enthusiastic response from industry leaders aro
Slide 13: NYCOLON FR Chemicals for Nylon Blends
NYCOLON™ FR Chemicals for Nylon Blends For personal use only Topical FR Treatment of Nylon Blends • Target Markets: • Standard military uniforms (est. >25Mil yards/yr. US DoD) • Industrial workwear applications (est. >25Mil yards/yr.) • Development contract with US Marine Corps through AGS • Compete
Slide 14: NUVALON FR Chemicals for Polyester Blends
NUVALON™ FR Chemicals for Polyester Blends For personal use only Topical FR Treatment of Polyester Blends • Target Markets: Workwear and Military • Effective on polyester blends up to 65% polyester • Polyester is the most-used synthetic fiber in the world • Strong interest from textile and chemical
Slide 15: POLYTRON FR Chemicals for Polyester
POLYTRON™ FR Chemicals for Polyester For personal use only Topical FR Treatment of Polyester • Suitable for many furnishings, upholstery, curtain and contract fabrics • Topical Treatment of 100% Polyester – to compete with fabrics made of FR polyester fibers, such as Trevira® • Alexium’s Polytron™ t
Slide 16: OMNITRON FR Chemicals for High Natural Fiber Blends
OMNITRON™ FR Chemicals for High Natural Fiber Blends For personal use only Topical FR Treatment of Natural Blends • Target Markets: Upholstery and Furnishings • Global market represents over 1 billion yards of fabric per year • Wash durable up to 20 cleaning cycles • Effective on natural blends up t
Slide 17: Alexiflam-MP FR Chemicals for Wool Blends
Alexiflam-MP ™ FR Chemicals for Wool Blends and High Natural Fiber Blends For personal use only Topical FR Treatment of Wool Blends and Natural Fiber Blends • New generation of chemistry • Effective on high natural fibers, including wool and cotton • Flame retardant wool industry represents more tha
Slide 18: CUSTOM BLENDS – FR Package
CUSTOM BLENDS – FR Package For personal use only Topical FR Treatments – Customized • No Wash-off, Semi-durable Treatment on Fabric Blends for Furniture and Upholstery Applications • Back-coated Furnishings Fabrics and Technical Textiles • Additive to Existing Back-coating Products • Stand-alone Bac
Slide 19: Other FR Product Extensions
Other FR Product Extensions For personal use only FR Polymer Additives – Plastics • PA, PC, PE, etc. • Working with Major FR Chemical Company • Large Volume Applications • Development Initiated FR Polymer Additives – Paint • Mid-size Applications to improve fire/heat resistance • Development not yet
Slide 20: Non-Conventional Applications & Capabilities
Non-Conventional Applications & Capabilities For personal use only • Chemical & Biological Repellency (Military): • Cleanshell® CB chemistries designed to offer enhanced CWA protection. • Demonstrated more than 25X repellency improvement on Chemical Warfare Agent (CWA) simulants versus traditional f
Slide 21: Contract Overview and Sales Pipeline
Contract Overview and Sales Pipeline For personal use only Commercial Sector • Significant progress deep into the scale-up process with over 15 customers, with all of them committing resources to the effort. • This clearly demonstrates the customers’ belief in the product and their desire to see it
Slide 22: New Contracts & Sales
New Contracts & Sales For personal use only • Alexium is currently engaged with five customers in the transportation upholstery market. • Initial revenues for trial production runs have been received from three of these customers. • These customers cover multiple submarkets of the transportation ind
Slide 23: New Contracts & Sales
New Contracts & Sales For personal use only • Alexium is currently engaged with three customers in the decorative fabrics business for upholstered furniture. • Initial revenues for trial production runs have been received from three of these customers. • One of these customers has led to reoccurring
Slide 24: New Grants & Collaborations
New Grants & Collaborations For personal use only • Alexium and ICL to co-develop flame retardant chemicals and treatment packages. • $250,000 grant from the South Carolina/Israel Collaborative Industry R&D Program. • Bi-national initiative for industrial R&D projects between companies from South Ca
Slide 25: Government Support
Government Support For personal use only • Visits from Senator Lindsey Graham (South Carolina) and Congressman Gowdy (South Carolina). • Senator Graham sits on the Budget Committee and the Committee on Armed Services. • Congressman Gowdy sits on the Oversight and Government Reform committee, and he
Slide 26: Partners: Licensees, Distributors, Chemical Relationships
Partners: Licensees, Distributors, Chemical Relationships For personal use only • Licensees • Duro Textiles – US-based textile finisher and licensee of Ascalon ™ for North America • Distributors: • iTextiles – Pakistani chemical distributor of Alexium’s FR products in Pakistan, UAE, Sri Lanka, and S
Slide 27: A Growing Intellectual Property Portfolio
A Growing Intellectual Property Portfolio For personal use only • Over 20 patents in 9 different countries • 3 Patent applications regarding FR Chemical treatments, and flame retardant emulsions • Overlapping and complimentary patent library - constant effort put into expanding the company’s strangl
Slide 28: Alexium Locations
Alexium Locations For personal use only Corporate Office: 148 Milestone Way Greenville, SC Production Facility: 8 Distribution Court Greer, SC
Alexium International Group — Investor Presentation (February 2015) on 6ix