Silex Systems Limited · ASX:SLX
Silex Systems — Non-Deal Roadshow (September 2012)
26 slides from Silex Systems's roadshow presentation, Sep 4, 2012
Slide 1: Silex Systems Investor Presentation – International Roadshow September 2012
For personal use only Silex Systems Investor Presentation International Roadshow – September 2012 Dr Michael Goldsworthy, CEO © Silex Systems Limited 2012
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 Solar Systems technology and business, Translucent technology and ChronoLogic technolog
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: Corporate Overview
P4 Corporate Overview For personal use only Company Description • 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 Capital
Slide 5: Businesses
P5 Businesses For personal use only Silex Solar Systems Translucent Chronologic Systems Third generation laser Utility Scale Game changing Precision instrumentation based uranium Concentrating PV semiconductor and LED via distributed ‘USB-in enrichment technology power generation substrate materials
Slide 6: SILEX Uranium Enrichment Technology
For personal use only Section 2 SILEX Uranium Enrichment Technology © Silex Systems Limited 2012
Slide 7: Uranium Enrichment
P7 Uranium Enrichment For personal use only Uranium Enrichment Advantages of Laser Enrichment • Uranium must be enriched to work as fuel in a nuclear reactor • Significantly more efficient - uses less energy • Process to enrich U235 isotope from 0.7% to ~5.0% • Smaller footprint than centrifuge and
Slide 8: Commercialisation and License Agreement
P8 Commercialisation and License Agreement For personal use only Exclusive Agreement • Exclusive worldwide commercialisation and license agreement for SILEX Uranium Enrichment Technology • Agreement entered into in 2006 51% 25% 24% Remaining Milestone Payments • USD 15 million due upon successful co
Slide 9: NRC Licence and GLE Commercialisation Decision
P9 NRC Licence and GLE Commercialisation Decision For personal use only Commercial Facility Licence – NRC • The NRC Atomic Safety and Licensing Board (“ASLB”) is finalising evaluation of GLE’s License application • License for GLE to construct and operate a commercial uranium enrichment plant based
Slide 10: Approach to Commercialisation
P10 Approach to Commercialisation For personal use only Test Loop & Engineering Design • Test Loop operations continue in Wilmington, North Carolina - accumulating performance, operating and reliability data to assist with engineering design of the first commercial plant. • Engineering Design Progra
Slide 11: Nuclear Energy in the United States
P11 Nuclear Energy in the United States For personal use only Current Reactors 104 nuclear reactors in 31 states • 104 nuclear reactors in 31 states • 31.4% of global nuclear energy capacity is in the US • 19.2% of electricity in the US is generated from nuclear energy • Nuclear energy is the lowest
Slide 12: Nuclear Energy Worldwide
P12 Nuclear Energy Worldwide For personal use only Global Issues Key Statistics • Energy security and Climate Change are key concerns 15 percent of global electricity of Governments and Utilities around the world. 433 operating reactors • Nuclear ‘renaissance’ to continue despite short-term 65
Slide 13: Solar Systems CPV Dish Technology and Utility Scale Projects
For personal use only Section 3 Solar Systems CPV Dish Technology and Utility Scale Projects © Silex Systems Limited 2012
Slide 14: Modular Approach
P14 Modular Approach For personal use only Manufacturing CPV Module CPV Converter CS500 Dish Melbourne 6cm x 6cm 0.25 m2 15 m diameter Key Elements in the Solar Systems Technology • Invested March 2010 • Core technology redesigned • Manufacturing facility modified and commissioned © Silex Systems Li
Slide 15: Existing Installations
P15 Existing Installations For personal use only Installation Location Capacity Dishes Bridgewater Victoria, Australia 600kW 16 Hermannsburg Northern Territory, Australia 190 kW 8 Yuendumu Northern Territory, Australia 240 kW 10 Lajamanu Northern Territory, Australia 290 kW 12 Windorah Queensland, A
Slide 16: Product Commercialisation
P16 Product Commercialisation For personal use only Program & Funding Agreement Milestones •Manufacturing Review Milestone: completed March 2012. Involved a review of Solar Systems’ fabrication facility and process in Melbourne. •Product Release Milestone: completed June 2012. Involved a review of t
Slide 17: Current Development Pipeline
P17 Current Development Pipeline For personal use only Project Location Capacity Dishes Planning Construction Expected Commencement Completion Mildura (Stage 1) Victoria, Australia 1.5 MW 40 Completed Q2 FY 2012 Q4 FY 2013 Mildura (Stage 2) Victoria, Australia 100 MW ~ 3,000 Underway FY 2014 (est.)
Slide 18: Mildura Stage 1 Pilot Plant
P18 Mildura Stage 1 For personal use only Pilot Plant • Pilot plant facility 1.5MW • Construction activities continuing on track. • Grid connection agreement signed with Powercor in August 2012. • Discussions regarding a power purchase agreement well advanced • Tracking to Federal and Victorian Gove
Slide 19: Mildura Stage 2 Utility Scale Power Plant
P19 Mildura Stage 2 For personal use only Utility Scale Power Plant • Final design for Stage 2 modular CPV power arrays • Evaluation of connection point to nearby grid line • Preliminary partner discussions (financing, construction, connection & transmission) • Power purchase agreement negotiations
Slide 20: Translucent Advanced Materials Technology
For personal use only Section 5 Translucent Advanced Materials Technology © Silex Systems Limited 2012
Slide 21: Rare Earth Oxide (REO) – Platform Technology
P21 Rare Earth Oxide (REO) – Platform Technology For personal use only Total Accessible Market $1.3 billion Key Benefits $300m • Several industries forced to use high-cost non-silicon substrates (eg $500m Germanium, Sapphire and Silicon Carbide) for high-end applications • Translucent’s innovative R
Slide 22: Technology Applications
P22 Technology Applications For personal use only GaN GaN MJ Layers cREOTM cREOTM cREOTM Silicon Silicon Silicon LED Lighting Power Electronics Solar CPV • Lowers cost compared to • Lowers cost compared to • Lowers cost compared to sapphire wafers sapphire wafers germanium wafers • Improves performa
Slide 23: Commercial Progress
P23 Commercial Progress For personal use only LED Lighting •Engaged with customers in USA and Asia •Strong demand to test Translucent substrates for LED fabrication •Initial commercial orders for sample evaluations (150mm wafers) •Work continues for the development of 200mm wafers Power Electronics
Slide 24: ChronoLogic Instrumentation Technology
For personal use only Section 6 ChronoLogic Instrumentation Technology © Silex Systems Limited 2012
Slide 25: Chronologic
P25 Chronologic For personal use only Business Development Opportunities • Chronologic has embarked on an exhaustive process to secure appropriate strategic partners • Strong interest from potential global commercial partners • Discussions with commercial companies continuing Core IP • Core USB-inSy
Slide 26: Thank you
For personal use only Thank you © Silex Systems Limited 2012