Li-s Energy Ltd · ASX:LIS
Li-s Energy — Shareholder Meeting (November 2024)
21 slides from Li-s Energy's shareholder meeting presentation, Nov 11, 2024
Slide 1: Chairman's Statement and CEO Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET Li-S Energy Limited – ASX Code: LIS Monday 11 November 2024 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 Gener
Slide 2: Chairman's Statement: Introduction and 2024 Progress
Li-S Energy AGM 2024 Chairman’s Statement AGM 11 November 2024 Introduction Ladies and gentlemen, on behalf of the Board and the entire Li-S Energy team, I would like to welcome you to the 2024 Annual General Meeting of Li-S Energy shareholders. My name is Ben Spincer, Li-S Energy’s Chair, and I am
Slide 3: Chairman's Statement: R&D and Commercial Update
performance and cycle life. Following development of a semi-solid-state chemistry in April 2023, we now have a battery with a unique balance of gravimetric and volumetric energy density. In 2024, the team has focussed on commissioning the $10m Phase 3 facility to allow the manufacture of commercial
Slide 4: Shareholder Support and Outlook
Our core partners such as V-TOL Aerospace, magniX and others continue to work in concert with our technical team to ensure that our test cells meet their specific requirements for power, energy density and cycle life. In time, we believe that will lead to offtake agreements for our cells. SHAREHOLDE
Slide 5: 2024 Annual General Meeting CEO Presentation
2024 Annual General Meeting CEO Presentation 11th November 2024 stock image
Slide 6: Disclaimer
Disclaimer This presentation has been prepared by Li-S Energy Limited (“LIS” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to make an investme
Slide 7: Key Takeaways
Key Takeaways • Strong cash position - $24.8M in cash and short term investments at 30 June 2024 • Clear strategy - focused target markets, highly differentiated technology and strategy to scale • Phase 3 successfully commissioned under budget • Cells being produced - 10Ah and 20Ah cells under test
Slide 8: Our markets & partners
Our markets & partners We are targeting markets where the most energy dense cells are projected to command 5 -10 times the price of normal EV cells1 DRONES eAVIATION SECURITY HS to buy stock image stock image • Drone market size by 2027 - $61B2 • eAircraft sales p.a. by 2035 - • Key targets: drones
Slide 9: We are delivering on the critical factors that strategic partners seek
We are delivering on the critical factors that strategic partners seek • Highest energy • Produce reliable • A battery • Show a credible path to density possible high-quality cells in management scale cell production • Sufficient power volume system (BMS) & over time as demand for application • Prov
Slide 10: Enhanced Cell Performance
Enhanced Cell Performance We are now building commercially sized 10Ah and 20Ah lithium sulfur cells using automated manufacturing equipment on our Phase 3 line. • GEN3 semi-solid-state cell chemistry • Achieved 498Wh/kg on first discharge and 456Wh/kg after formation cycling1 • Performance and safet
Slide 11: Nail Penetration Safety Test
Nail Penetration Safety Test Video showing nail penetration on Li-S Energy 2.5Ah multi-layer GEN3 lithium sulfur cell, alongside a comparable lithium-ion cell from an internationally recognised manufacturer (2.5Ah 21700 25R cylindrical LCO cell) Use this QR code or click here to see the video. 7
Slide 12: Phase 3: 2MWh production line
VISUAL HIGHLIGHTS Phase 3 : 2MWh production line SCAN TO WATCH ON YOUTUBE Scan or Click to watch the full guided walkthrough 8
Slide 13: Phase 3: 2MWh cell Production Facility
Phase 3: 2MWh cell Production Facility among the most advanced in the industry. 2 production lines – large format and small format cells for different industry applications Transformative impact to: • Deliver high quality full-size cells to Partners • Lock in unique manufacturing IP • Enhance Pa
Slide 14: Intelligent Battery Management System
Intelligent Battery Management System We have developed a prototype intelligent Battery Management System (BMS) to enable us to: • Deliver battery packs, not just cells, across all target markets. • Use AI to manage unique lithium sulfur and lithium metal cell chemistries. • create BMS IP that enhan
Slide 15: Government funded Projects
Government funded Projects • Lithium metal foil production line • Australia’s first sovereign manufacturing capability • Funded by IGP Grant of $1.76M • Eliminates poor quality foil and reduces our cost per cell • Global revenue expected from high quality foil and laminate sales • Dawn-’til-Dusk Dro
Slide 16: A Message from our Partner
A Message from our Partner Mark Xavier CEO/MD Scan or Click to watch on YouTube
Slide 17: Strengthened Industry engagement
Strengthened Industry engagement Justin Holloway, LIS Cell Test & Production Manager detailing our advancements with Chief of Army, Lieutenant General Simon Stuart, AO DSC
Slide 18: Production scale-up strategy
Production scale-up strategy TIMELINE NOW FUTURE PHASE 3 PHASE 4A PHASE 4B PHASE 5 2MWH PRODUCTION LINE 500MWH+ MANUFACTURING PLANT 10GWH+ GIGAFACTORY DESIGN BUILD LICENSE ACTIONS Automated manufacture to Commenced manufacturing Secure suitable manufacturing Battery manufacturer completes build tria
Slide 19: Going Forward
Going Forward Our key focus areas over the next two years are: • Developing a path to core revenue • Acquiring additional funding to support core activities • Strong partnerships that lead to conditional offtake agreements • A clear pathway to scale 15
Slide 20: One more thing …
One more thing … First successful GEN3 Lithium sulfur cells 12 cell 6S2P battery pack UAV flights built on Phase 3 line – 11.4V 20Ah One more thing … Scan or Click to Li-S Energy | Confidential watch on YouTube
Slide 21: Thank you
Thank you For further information contact: Dr Lee Finniear CEO info@lis.energy