Li-s Energy Ltd · ASX:LIS
Li-s Energy — Shareholder Meeting (November 2023)
22 slides from Li-s Energy's shareholder meeting presentation, Nov 14, 2023
Slide 1: Chairman's Statement and CEO Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET Li-S Energy Limited – ASX Code: LIS Tuesday 14 November 2023 Chairman’s Statement and CEO Presentation Li-S Energy Limited (ASX: LIS) (“LIS” or “the Company”) is pleased to provide the following which will be presented at the Company’s Annual Gene
Slide 2: Chairman's Statement
Li-S Energy AGM 2023 Chairman’s Statement AGM 14 Nov 2023 Introduction Ladies and gentlemen, on behalf of the Board and the entire Li-S Energy team, I would like to welcome you to the 2023 Annual General Meeting of Li-S Energy shareholders. My name is Ben Spincer, Li-S Energy’s Chair, and I am delig
Slide 3: Commercial update
leaders in battery research to support elements of our commercialisation program, such as the University of Queensland and the Fraunhofer Institute in Germany. We are also an active member of the Federal Government-supported Renewable and Clean Energy Trailblazer program at Deakin, which will provid
Slide 4: Company update: AGM 2023
Company update: AGM 2023 DR LEE FINNIEAR | CEO stock image
Slide 5: 2023 – From science to battery production
2023 – From science to battery production Phase 3 – commissioning New eAviation & drone of 2MWh production facility partners in place with on track to complete projects underway to in November 2023 trial our cells New semi-solid-state Li-S Developed additional battery delivered 45% unique IP relatin
Slide 6: Our market opportunity
Our market opportunity Li-S Energy cells are highly differentiated for drones and electric aviation – Industry Partners markets where the most energy dense cells are projected to command 5-10 times the price of normal EV cells1 Our current partners each represent a key HS to target market. buy Our f
Slide 7: Our industry partners
Our industry partners stock image e-Aviation HALE drones security drones heavy EVs Under NDA MagniX is working with We are partnering to build We are working with We continue to work with Janus Electric converts NASA on a US$74M electric high altitude long endurance partners to examine Boeing compan
Slide 8: Our foundation agreements
Our foundation agreements Contracts supplier by sector R&D partner eAviation drones consultant battery manufacturer EVs security 5
Slide 9: Global reach
Global reach Over the last 12 months our opportunities have grown across the world as we progress to commissioning our Phase 3, 2MWh production facility in Geelong. USA & Canada Australia UK & Europe UAE USA Meetings with Federal Discussions with gigafactories, UAE Ambassador to Established relation
Slide 10: Production scale-up to date
Production scale-up to date 2020 2022 2023 PHASE 1: PHASE 2: PHASE 3: LAB BASED CELL MICRO-PRODUCTION LINE 2MWH PRODUCTION LINE ASSEMBLY Hand built cells in battery lab – to Scaled up lab-based Automated manufacture to build develop materials and test production equipment inc trial batteries and dev
Slide 11: Phase 2: micro production line
Phase 2: micro production line • Our Phase 2 micro-production line consists of 5 new laboratories totalling over 200sqm • The line includes roll-to-roll cathode coaters, materials preparation, automated stacking and pouch production equipment • Phase 2 enables us to produce high quality, consistent
Slide 12: Phase 3: 2MWh plant commissioning
Phase 3: 2MWh plant commissioning • The 2MWh production facility has been built, equipment is arriving and is being commissioned • The 220 sqm dry room, one of the largest in Australia, has been completed and is fully operational • The automated cell production equipment passed its Factory Acceptanc
Slide 13: Test facility installation
Test facility installation Battery cells need to pass a wide variety of performance and abuse tests to meet customer requirements. Our Phase 3 battery testing facility is one of the most advanced in Australia and includes : • Nail penetration & crush tester • Drop tester • Short circuit & overcharge
Slide 14: Developing advanced manufacturing equipment
Developing advanced manufacturing equipment Li-S and Li-metal cells require advanced handling for lithium foil anodes – together with our partners we have built specialised anode cutters & cell stackers to deliver automated cell assembly. 11
Slide 15: Developed new semi-solid-state lithium sulfur cell chemistry
• Developed new semi-solid-state lithium sulfur cell chemistry – our GEN3 cell • GEN3 delivered a 45% increase in volumetric energy density compared to our traditional liquid cell chemistry • High safety electrolytes being developed and tested • Continuing lithium metal cell development • Substantiv
Slide 16: The benefits of Semi-Solid-State
The benefits of Semi-Solid-State Benefit Type Traditional lithium sulfur Li-S Semi-solid-state technology Increased gravimetric 400Wh/kg Currently achieving over 400Wh/kg – anticipating significantly higher energy density with optimisation Increased volumetric energy Requires highly porous cathode,
Slide 17: Our advisory panel
Our advisory panel We’ve recently established a global advisory panel which will play a key role in guiding the company’s international development, partnership acquisition and initiating production partnerships for Gigafactory scale. BOB GALYEN ISOBEL SHELDON OBE GLENN MOLLOY • 50 years’ battery in
Slide 18: Delivering on IPO objectives
Delivering on IPO objectives Program: IPO ACHIEVEMENT SINCE IPO YEAR 2 YEAR 2 Complete its Li-S Energy Battery pilot production plant to Phase 2 production line completed and operational by Nov 22. produce Li-S Energy Batteries in sufficient quantities to test larger drones, EVs and other devices
Slide 19: Production scale-up strategy
Production scale-up strategy CALENDAR YEAR NOW FUTURE PHASE 3 PHASE 4A PHASE 4B PHASE 5 2MWH PRODUCTION LINE 200MWH MANUFACTURING PLANT 10GWH+ GIGAFACTORY DESIGN BUILD LICENSE ACTIONS Automated manufacture to Commence manufacturing Secure suitable manufacturing Battery manufacturer completes build t
Slide 20: Industry critical cell data sheets produced and test cells issued to key partners
Industry critical cell Additional eAviation & drone data sheets produced partners signed up with and test cells issued to projects to trial our cells key partners Leverage advisory panel Phase 3 facility fully to introduce new partners, operational and producing OEMs and manufacturers cells for part
Slide 21: Hear from our panel
Hear from our panel Our newest advisory panel members share their thoughts on our technology, scale-up and the future opportunities for our batteries. ISOBEL SHELDON BOB GALYEN 18 OBE
Slide 22: Thank you
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