Silex Systems Limited · ASX:SLX
Silex Systems — Investor Presentation (September 2011)
21 slides from Silex Systems's investor presentation, Sep 5, 2011
Slide 1: Silex Systems Investor Presentation September 2011
For personal use only Silex Systems Investor Presentation September 2011 © Silex Systems Limited 2011
Slide 2: Forward Looking Statements
P2 Forward Looking Statements For personal use only Silex is a research and development Company whose assets include its proprietary rights in technologies, including but not limited to, the SILEX technology, the Silex Solar technology and business, the Solar Systems technology and business, Translu
Slide 3: Disclaimer
P3 Disclaimer For personal use only Silex Systems Ltd (Silex) has prepared this presentation based on information available to it. The information in this presentation does not purport to be a complete description of Silex and/or its various business activities. Except as required by law, no represe
Slide 4: Outline
P4 Outline For personal use only 1. Corporate Overview 2. SILEX – Uranium Enrichment Technology 3. Solar Systems – Utility Scale Solar Power Stations 4. SilexSolar – Residential & Commercial Scale Solar Power 5. Translucent – Advanced Materials Technology © Silex Systems Limited 2011
Slide 5: Corporate Overview
P5 Corporate Overview For personal use only • Silex Systems Limited is an ASX-listed company focussed on development and commercialisation of technologies across three platforms: Nuclear Energy Solar Energy Advanced Materials & Instrumentation • ASX ticker: SLX • Market Capitalisation: $550 mi
Slide 6: Silex Corporate Structure
P6 Silex Corporate Structure For personal use only Silex Systems Ltd ASX: SLX HQ: Sydney, Australia The SILEX Uranium Technology www.silex.com.au Silex Solar Pty Ltd Solar Systems Pty Ltd Translucent Inc Chronologic Pty Ltd Sydney Melbourne Palo Alto, USA Adelaide PV panel business Utility scale PV
Slide 7: SILEX – Uranium Enrichment Technology
P7 SILEX– Uranium Enrichment Technology For personal use only Segment SILEX Platform Laser enrichment of uranium fuel for Nuclear Energy Ownership 100% (technology licensed to GE subsidiary Global Laser Enrichment – GLE) Description The world's only third generation laser-based uranium enrichment pr
Slide 8: SILEX – Agreement with GE
P8 SILEX – Agreement with GE For personal use only • Exclusive worldwide commercialisation and license agreement for the SILEX Uranium Enrichment Technology. • Technology Commercialisation Program – 100% funded by Global Laser Enrichment (GLE), a global joint venture comprising GE (51%), Hitachi (25
Slide 9: SILEX – Key Milestones
P9 SILEX – Key Milestones For personal use only 2007 2009 2010 2012 2012 Test Loop Program Test Loop Start‐up Initial Test Program Scheduled Planned Construction of commences Completed completion of Test first Commercial Loop and NRC Production Plant License for commercial plant • Phased Development
Slide 10: Four steps to make Nuclear Fuel
P10 Four steps to make Nuclear Fuel For personal use only Uranium Enrichment is key to Nuclear Fuel economics 1. Uranium ore mined 2. Oxide is converted into 3. The uranium (as UF6) 4. Enriched uranium is and milled into gaseous fluoride in is enriched (or then ‘packaged’ in fuel ‘yellowcake’ oxide
Slide 11: SILEX – Technology Positioning
P11 SILEX – Technology Positioning: For personal use only SILEX Centrifuge Gas Diffusion Developed 2000’s 1940’s 1940’s Laser Excitation Mechanical Mechanical Process (‘centrifugal force’) (‘brute force’) Enrichment Efficiency(1) Very High Low Very Low Cost Comparison Potentially Attractive Capital
Slide 12: SILEX – Nuclear Power Market Outlook
P12 SILEX – Nuclear Power Market Outlook For personal use only A Global Nuclear Power Renaissance is Underway: • Currently 16% of the world’s electricity is supplied by nuclear power • 440 reactors currently operating (104 in the USA) • 62 new plants under construction • 154 plants planned • 343 pla
Slide 13: SILEX – the Fukushima Effect on Nuclear Power Generation
P13 SILEX – the Fukushima Effect on Nuclear Power Generation For personal use only
Slide 14: Solar Systems – Utility Scale
P14 Solar Systems – Utility Scale For personal use only Segment Solar Systems Platform Utility Scale Solar Energy (Solar Power Stations) Ownership 100% Description A world leader in electricity production from concentrated photovoltaic power plants using the unique ‘dense array’ converter technology
Slide 15: Solar Systems Modular Technology Approach
P15 For personal use only Solar Systems Modular Technology Approach: PV “Module” PV “Receiver” CS500 dish (6cm x 6cm) (0.25 m2) (~15m diameter) Module and Receiver manufactured in Abbotsford, Melbourne System assembled on site
Slide 16: System Functionality
P16 For personal use only System Functionality Grid Interconnect Inverter Dish PV System • Sunlight is focused on the receiver (1) and the solar cells generate direct current via the photo-voltaic (PV) process. • DC electricity is ‘converted’ into AC and fed into the power transmission grid.
Slide 17: Solar Systems – Key Milestones
P17 Solar Systems – Key Milestones For personal use only 2011 2012 2014+ Technology ~40% module efficiency ~42% module efficiency ~45% module efficiency MkV to production Storage project concept demonstration Manufacturing Commission CPV module Ramp‐up module Ramp production to full production line
Slide 18: Solar Systems CPV Solar Plant Operating Experience
P18 Solar Systems CPV Solar Plant For personal use only Operating Experience 10+ Years Operations with 5 CPV Installations CPV Dish Solar Power Facilities: • 5 power plants installed in central Australia • Triple Junction Cell introduced 2005 (~ 2x efficiency of silicon cells, ~ 4x Thin Film) • 1.2M
Slide 19: SilexSolar – Residential & Commercial Scale Solar Power
P19 SilexSolar – Residential & Commercial Scale Solar Power For personal use only Segment SilexSolar Platform Solar Energy – Residential Rooftop and Commercial (medium) scale Ownership 100% Description The only large scale solar panel manufacturer in Australia. Market Size 2009: ~90MW, 2010: ~330MW,
Slide 20: Translucent – Advanced Materials Technology
P20 For personal use only Translucent – Advanced Materials Technology Segment Translucent Platform Advanced Materials Ownership 98% Description Developing ‘rare earth oxide’ materials for semiconductor wafer platform technology, with applications in photonics, solar, semiconductors and electronics.
Slide 21: Thank you
For personal use only Thank you © Silex Systems Limited 2011
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