Bluglass Ltd · ASX:BLG
Bluglass — Shareholder Meeting (November 2011)
16 slides from Bluglass's shareholder meeting presentation, Nov 28, 2011
Slide 1: BluGlass AGM Operations Update
For personal use only BluGlass AGM Operations Update Giles Bourne, CEO BluGlass Limited 28 November 2011 1 BLUGLASS ANNUAL GENERAL MEETING 2011 WWW.BLUGLASS.COM.AU
Slide 2: Disclaimer
DISCLAIMER For personal use only This document has been prepared by BluGlass Limited to provide existing and prospective investors in BluGlass Limited with an update. Any statements, opinions, or other material contained in this document do not constitute any commitments, representations or warranti
Slide 3: The Year In Review
For personal use only The Year In Review 33 BLUGLASS ANNUAL GENERAL MEETING 2011 WWW.BLUGLASS.COM.AU
Slide 4: Progress Along the Roadmap
PROGRESS ALONG THE ROADMAP For personal use only BluGlass formed an alliance with SPTS Technologies, a leading Key Strategic manufacturer of plasma etch and deposition and thermal processing ✓ Industry Alliance equipment for the semiconductor industry New Cornerstone SPTS invest $5.2m acquiring a 19
Slide 5: Financial Results
FINANCIAL RESULTS For personal use only 2010 2011 Revenue $’000 1,722 2,085 Net Loss $’000 (5,349) (4,171) Consolidated Cash $3.02M $7.97M Patents Lodged 15 1 Patents Granted 6 2 Reduced monthly net cash burn down $100k from $355K (2010) to $251K (2011) $1M remaining on the Climate Ready grant for h
Slide 6: Path Forward
For personal use only Path Forward 66 BLUGLASS ANNUAL GENERAL MEETING 2011 WWW.BLUGLASS.COM.AU
Slide 7: EpiBlu Milestones
EPIBLU MILESTONES For personal use only Quality Single Crystal GaN: Milestone Output: Industry accepted crystalline quality GaN SHORT TERM Film grown with MOCVD-like properties: Milestone Output: Industry accepted electrical properties SHORT TERM Demonstrate improved device efficiency: Milestone Out
Slide 8: PV Milestones
PV MILESTONES For personal use only Design a working Indium Gallium Nitride (InGaN) PV cell Milestone Output: Patent Application filings protecting BluSolar’s unique IP to take advantage of InGaN solar cells grown at low temperatures with SHORT TERM experimentally verified designs Build working InGa
Slide 9: Technology Update
For personal use only Technology Update Ian Mann, CTO, BluGlass Limited 99 BLUGLASS ANNUAL GENERAL MEETING 2011 WWW.BLUGLASS.COM.AU
Slide 10: How GaN Is Deposited
HOW GaN IS DEPOSITED For personal use only GaN thin film deposition – the key aspects: The deposition tool and its hardware elements Chemicals and gases : TMGa [trimethyl gallium Ga(CH3)3] , NH3 (for MOCVD), N2 (for RPCVD) Substrate : heated to required temperature Chemical reaction occurs in the de
Slide 11: What Is Single Crystal
WHAT IS SINGLE CRYSTAL For personal use only A single crystal refers to a material in Basic arrangement of atoms in which an orderly three-dimensional crystalline GaN arrangement of the atoms is repeated throughout the entire film thickness A single crystal of GaN has a periodic structure with hexag
Slide 12: Measuring Crystal Quality
MEASURING CRYSTAL QUALITY For personal use only When depositing GaN, the arrangement of atoms is not An X-Ray diffraction perfect - defects or machine ‘disruptions’ to the structure can occur These defects can often transfer through the entire film thickness and adversely affect device properties Th
Slide 13: Progress to Date
PROGRESS TO DATE For personal use only PROGRESS TO DATE 5th generation Most advanced and flexible tool built and commissioned to date RPCVD machine Currently demonstrating good progress and promising results Real progress being The key industrial specifications as measured by X-Ray diffraction show
Slide 14: Performance Advantages for LED
PERFORMANCE ADVANTAGES FOR LED For personal use only A low temperature growth system such as RPCVD offers LED manufacturers compelling performance advantages at several stages of device growth BASIC LED STRUCTURE GROWN USING BENEFITS OF RPCVD GROWTH MOCVD The higher temperature growth of the p-GaN t
Slide 15: Performance Advantages for Solar
PERFORMANCE ADVANTAGES FOR SOLAR For personal use only SPECTRUM MATCHING OF SOLAR MATERIALS 15 BLUGLASS ANNUAL GENERAL MEETING 2011 WWW.BLUGLASS.COM.AU
Slide 16: Thank You
For personal use only Thank You 74 Asquith Street Silverwater, NSW, 2128, Australia | +61 2 9334 2300 | gbourne@bluglass.com.au www.bluglass.com.au 16 16 BLUGLASS ANNUAL GENERAL MEETING 2011 WWW.BLUGLASS.COM.AU