Aurora Solar Technologies, Inc. · TSXV:ACU
Aurora Solar Technologies — Investor Presentation (July 2019)
15 slides from Aurora Solar Technologies's investor presentation, July 2019
Slide 1: 4 Sep 2018 © 2019 CONFIDENTIAL and PROPRIETARY
4 Sep 2018 CONFIDENTIAL and PROPRIETARY © 2019 CONFIDENTIAL and PROPRIETARY 1
Slide 2: Safe Harbour Statement
Safe Harbour Statement Forward Looking Statements: Certain of the statements and market data contained in this presentation are forward- looking statements which involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Co
Slide 3: Aurora Solar Technologies
Aurora Solar Technologies Ø FOR SOLAR CELL MANUFACTURERS, who struggle to be profitable Quality measurement of a series of solar cells ü Aurora’s manufacturing quality control systems INCREASE manufacturing yield and PROFITS ü Unlike our competition, we provide a WHOLE SOLUTION for this need Real-ti
Slide 4: Aurora's Vision: number one quality control system provider for solar
Aurora’s Vision: Become the number one quality control system provider for solar product manufacturing $ China More than $8M pipeline Sales/presence in largest $450M market 45% Gross Margin global markets Manufacturing capacity growing 25% per year Positioned for growth $4M market cap Validated Lead
Slide 5: Our addressable market is large and rapidly growing
Our addressable market is large and rapidly growing • Annual CAPEX for solar cell manufacturers > $3.4 billion • Of this, Aurora’s addressable market > $450 million Source: SolarMedia PV Manufacturing Quarterly Report, May 2019 Source: wikipedia.org/wiki/Growth_of_photovoltaics, May 2019 © 2019 CONF
Slide 6: We address an urgent customer need
We address an urgent customer need CNY/Year Lost profit in manufacturing • Increasing labour costs due to turnover and rising wage rates • Now driving adoption of automated handling and inline measurement Profit • High raw material and processing costs Raw Manu- material relative to selling price fa
Slide 7: How we do it
How we do it We provide INTELLIGENCE about our customers’ manufacturing line performance that allows them to rapidly pinpoint and resolve deficiencies with confidence and precision This reduces costs and optimizes profits © 2019 CONFIDENTIAL and PROPRIETARY 7
Slide 8: Aurora solution
Aurora solution VISUALIZE 2) Link that data to actual manufacturing equipment behavior 3) Improve MEASURE CONTROL equipment behavior to 1) Get real-time raise quality data on variables that affect finished solar cell quality A B C Silicon wafers Manufacturing steps Finished solar cells © 2019 CONFID
Slide 9: Aurora solution
Aurora solution VISUALIZE InsightTM VisualizeTM process display end-to-end and tracking software process analysis MEASURE CONTROL system DMTM measurement instruments A B C Silicon wafers Manufacturing steps Finished solar cells © 2019 CONFIDENTIAL and PROPRIETARY 9
Slide 10: Company milestones
Company milestones Volume sales Commercialization R&D / trials Volume sales resume in China China and elsewhere Volume (Shanghai) sales start office opened Sales initiated outside Over 90 systems Aurora China DM-110e shipped, covering founded in introduced >17 GW of solar May 2009 for China cell pro
Slide 11: Aurora installations worldwide
Aurora installations worldwide Over 90 systems shipped or on order Top-tier volume customers worldwide Aurora locations Installed in PV cell production Vancouver Canada Shanghai, PRC R&D partners © 2019 CONFIDENTIAL and PROPRIETARY 13
Slide 12: Strong Aurora Solar Team
Strong Aurora Solar Team Gordon Deans, P. Eng., M. Eng. Johnson Wong, Ph.D. CEO and Founder Chief Physicist Extensive leadership experience in new product University of New South Wales, SERIS, Industry- development and market introduction, public recognized expert in solar cell physics and design co
Slide 13: Equity Structure
Equity Structure Share price (June 30, 2019): $0.04 Market Cap: $3.5M Common Shares: 88,176,925 Of which insiders and founding investors own: 25% Warrants: 2,256,800 @ 0.075 expiring 11-15-20 Employee/Director Options: 5,505,000 (W/A $0.07) Fully Diluted: 95,938,725 © 2019 CONFIDENTIAL and PROPRIETA
Slide 14: Five reasons to own ACU shares
Five reasons to own ACU shares 1. Large and growing addressable market 2. Rapidly building sales in the largest solar market in the world – China 3. Dynamic, proprietary product roadmap to diversify and strengthen sales 4. Globally recognized team in the solar industry, respected and influential 5.
Slide 15: Contacts
Contacts Gordon Deans, P.Eng. President & Chief Executive Officer +1 (778) 241-5000 IR Contact Kelly Robinson +1 (604) 836-6443 krobinson@aurorasolartech.com © 2019 CONFIDENTIAL and PROPRIETARY 19
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