Bluglass Ltd · ASX:BLG
Bluglass — Shareholder Meeting (November 2009)
16 slides from Bluglass's shareholder meeting presentation, Nov 16, 2009
Slide 1: BluGlass AGM
For personal use only BluGlass AGM 16 November 2009
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: Introduction
Introduction For personal use only BluGlass intends to Presentation Outline become a key player in the global semiconductor The year in review industry by developing Funds status its disruptive low cost technology in a multi One solution, two distinct market streams market approach to LED market upd
Slide 4: The Year In Review
The Year In Review For personal use only Distribution agreement with Itochu Plastics of Japan RPCVD: One Process, Announces term sheet with BLK – full agreement still under Two Growth Markets negotiation Announces new solar IP and business $4.96 million government backing through Climate Ready progr
Slide 5: Corporate Overview / Funds Status
Corporate Overview / For personal use only Funds Status Equity Raise 2009 $4.2 million BluGlass Limited Government Support $10.5 million ASX : BLG Granted Market Cap $42 million (23 Oct 2009) Shares on issue 191m
Slide 6: One Solution
One Solution For personal use only BluGlass will position A solar cell is similar to an LED, but operates in the RPCVD technology reverse for entry into the LED and PV (solar) industries, pursuing both markets, to provide the best shareholder return
Slide 7: The LED Market
The LED Market For personal use only Equipment market The MOCVD Dominated by two major players with gross margins of 38-41%** equipment SAM Aixtron (NASDAQ : AIXG) has an official revenue target of € 230 -250 forecast is US million for 2009, up 40% from march targets*** $650million to Veeco (NASDAQ
Slide 8: The Solar Market
The Solar Market For personal use only Solar market Grid connected photovoltaics (PV) continues to be the fastest Global growth in sales growing power generation technology in the world with 50% in 37% CAGR over 14 annual increases in cumulative installed capacity years Bruce Robins PV is expected t
Slide 9: Solar Technology
Solar Technology For personal use only CPV promises large scale, affordable solar renewable energy
Slide 10: The Technology
The Technology For personal use only Two deposition systems commissioned and operating in The MOCVD Silverwater equipment SAM A third RPCVD system is being added for the solar project forecast is US following the Climate Ready Grant funding $650million to Continued optimisation of the technology, pr
Slide 11: Products: BLG-150
Products For personal use only The BLG–150™ is a BLG-150™ 150mm / 6” deposition tool, suitable for low volume production Versatile tool suitable for: • Optoelectronic devices • PV research • RF Transistors • Other Nitride based R&D
Slide 12: Products: BLG-300
Products For personal use only The BLG–300™ is a BLG-300™ mass production 300 mm / 12” deposition area tool suitable for mass production Fully automated Use of Brooks Automation M2-C wafer handler Configurable with options including: 31 X 2”, 3 x 6”, 1 X 8”, 1 X 12” etc. Nominal capacity is 20 X 2”
Slide 13: Strategy
Strategy For personal use only Indicative Revenue BluGlass continues to seek commercial partners and Structure: customers for both business streams to drive maximum Equipment Sale – $x M return for investors License Fee – $ x K Royalties – x % cost LED savings per wafer SOLAR
Slide 14: BluGlass in 2010 and beyond
For personal use only BluGlass in 2010 and beyond BluGlass will position the RPCVD technology for entry into both the LED and PV industries and will pursue the market with the best shareholder return * Source: Strategies Unlimited
Slide 15: Looking Ahead
Looking Ahead For personal use only The photonics (LED and PV) industry is emerging as the next high profile industry Generating value LED: Expected CAGR of + 20% to 2013 from ongoing royalty PV: Global growth in sales of PV is 37% CAGR over 14 years stream by process Further development of the RPCV
Slide 16: Thank you
For personal use only THANKYOU Giles Bourne Chief Executive Officer BluGlass Limited P +61 2 9334 2300 E gbourne@bluglass.com.au 74 Asquith Street NSW, 2128 Australia www.bluglass.com.au