Bluglass Ltd · ASX:BLG
Bluglass — CleanTech Forum Investment Showcase 2011
16 slides from Bluglass's conference presentation, Feb 28, 2011
Slide 1: CleanTech Forum – Investment Showcase
For personal use only CleanTech Forum – Investment Showcase Giles Bourne, CEO BluGlass Limited February 2011 1 CLEANTECH FORUM SHOWCASE FEBRUARY 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: BluGlass Overview
BLUGLASS OVERVIEW For personal use only BluGlass’ technology is an alternative manufacturing platform offering significant advantages to manufacturers in the LED and solar industries Australian Stock Exchange (ASX) - BLG Shares on Issue 240m Share Price 14.5c* Market Cap $33.8M* Debt Nil Net Cash $6
Slide 4: The RPCVD Platform
THE RPCVD PLATFORM For personal use only RPCVD, a single process with two growth markets in LED and solar photovoltaic (PV) RPCVD is a versatile platform suitable for the growth of group III nitride films for LEDs and solar cells Its low temperature and potential scalability provide significant oppo
Slide 5: RPCVD Advantages
RPCVD ADVANTAGES For personal use only Lower temperature Key enabler of performance, cost and scale benefits Increased device performance Due to minimal degradation to device quality during lower temperature growth Cost competitive RPCVD will enter the market cost competitive with current standards
Slide 6: Market Opportunity
MARKET OPPORTUNITY For personal use only “The driving market demand for high brightness LEDs will grow by 61% in 2010 and supply is unlikely to keep up” – IMS research 6 CLEANTECH FORUM SHOWCASE FEBRUARY 2011 WWW.BLUGLASS.COM.AU
Slide 7: Nitride Solar Cells
NITRIDE SOLAR CELLS For personal use only Indium Gallium Nitride (InGaN) solar cells promise to be long lasting, relatively low cost, hard wearing and importantly the most efficient ever created Convert large portion of solar spectrum into useable energy Potential to reach cell efficiencies of over
Slide 8: Virtual Tour
VIRTUAL TOUR For personal use only 8 CLEANTECH FORUM SHOWCASE FEBRUARY 2011 WWW.BLUGLASS.COM.AU
Slide 9: Virtual Tour
VIRTUAL TOUR For personal use only 9 CLEANTECH FORUM SHOWCASE FEBRUARY 2011 WWW.BLUGLASS.COM.AU
Slide 10: For personal use only
For personal use only 10 CLEANTECH FORUM SHOWCASE FEBRUARY 2011 WWW.BLUGLASS.COM.AU
Slide 11: For personal use only
For personal use only 11 CLEANTECH FORUM SHOWCASE FEBRUARY 2011 WWW.BLUGLASS.COM.AU
Slide 12: Strategic Partnership
STRATEGIC PARTNERSHIP For personal use only SPTS invests $5.2 million in BluGlass Limited (additional to JV investment) BluGlass & SPTS Joint Venture to establish new equipment company SPTS and BLG will further invest equally into the Joint Venture Global authority on PV and LED equipment, William J
Slide 13: SPTS Overview
SPTS OVERVIEW For personal use only SPTS is a rapidly growing semiconductor equipment manufacturer Owned by Sumitomo Precision Products US $500m revenue company listed on the Tokyo Stock Exchange +400 staff +35 worldwide locations Extensive Top tier LED customers e.g. Phillips Lumileds, OSRAM Opto S
Slide 14: Roadmap to Market
ROADMAP TO MARKET For personal use only BluGlass has achieved two of its first three critical milestones, delivering a strategic partner and a new generation tool. The SPTS/BluGlass Joint Venture has commenced, and the company is now progressing positively towards single crystal GaN 14 CLEANTECH FOR
Slide 15: Investment Highlights
INVESTMENT HIGHTLIGHTS For personal use only BluGlass has engaged with a key Strategic Partner and established a Joint Venture company that will complete the development and productisation of RPCVD technology Breakthrough technology RPCVD developed in Australia from $30M research investment Signific
Slide 16: Thank You
For personal use only Thank You 74 Asquith Street Silverwater, NSW, 2128 | +61 2 9334 2300 | gbourne@bluglass.com.au www.bluglass.com.au 16 16 CLEANTECH FORUM SHOWCASE FEBRUARY 2011 WWW.BLUGLASS.COM.AU