Li-s Energy Ltd · ASX:LIS
Li-s Energy — Investor Presentation (August 2023)
15 slides from Li-s Energy's investor presentation, Aug 31, 2023
Slide 1: Investor Update presentation ASX announcement
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET Li-S Energy Limited – ASX Code: LIS Thursday, 31 August 2023 For personal use only Investor Update presentation Li-S Energy (ASX Code: LIS) is pleased to provide the following Investor Update presentation to be delivered to investors later today.
Slide 2: Investor Update August 2023
For personal use only Investor Update AUGUST 2023
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Li-S Energy Limited (“LIS” or the “Company”) based on information available to it as at the date of this presentation. The information in this For personal use only presentation is provided in summary form and does not contain all information necessa
Slide 4: For personal use only
For personal use only • Established in 2019, using technology from over 10 years of development at Deakin University near Melbourne • IPO in September 2021, raising $54.0M (incl. $20.0M in a pre-IPO raise in April 2021) • Unique patented technology to substantially increase the cycle life of lithium
Slide 5: Highlights
Highlights • A world leader in commercialisation of next generation For personal use only lithium sulfur battery technology • Strong balance sheet supports R&D and scale-up facilities in Geelong, Victoria • Significant partners including Boeing and magniX Aero recognise the potential of our cells •
Slide 6: For personal use only
For personal use only Developed semi-solid- New eAviation & drone state Li-S technology for partners in place with improved performance projects to trial our cells and energy density BNNT & Li-nanomesh Phase 3 - 2MWh unique IP to enhance production & testing cell performance facility on track to com
Slide 7: 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. For personal use only BOB GALYEN ISOBEL SHELDON OBE GLENN MOLLOY
Slide 8: Net assets of $47.9M at 30 June 2023
The Company finished the period with net assets of $47.9M consisting of: For personal use only As at 30 June 2023: 30 June 2023 $M • Total assets of $50.1M Assets Cash 33.5 • Cash balance of $33.5m Other current assets 0.3 Loan receivable from related party 2.0 • Funds permit completion of Phase 3 f
Slide 9: 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 For personal use only 5-10 times the price of normal EV cells1 Our current partners each represent a key HS to ta
Slide 10: For personal use only
For personal use only • 45% increase in volumetric energy density using GEN3 semi-solid-state cell technology • High safety electrolytes under test • Designed and commissioned automated cell stackers to handle fragile lithium metal anode material during cell stacking • Substantive cycle life increas
Slide 11: Potential benefits of Semi-Solid-State
Potential benefits of Semi-Solid-State Benefit Type Traditional lithium sulfur Li-S Semi-solid-state technology For personal use only Increased gravimetric 400Wh/kg Currently achieving over 400Wh/kg – anticipating significantly higher energy density with optimisation Increased volumetric energy Requ
Slide 12: Meeting partner test requirements
Meeting partner test requirements For personal use only To satisfy the needs of our key partners, and our target markets, our cells need to meet a range of performance and safety requirements. We are currently commissioning one of the most advanced and comprehensive battery testing facilities in Aus
Slide 13: Production scale-up
Production scale-up 2020 2022 2024 NEXT For personal use only PHASE 1: PHASE 2: PHASE 3: PHASE 4: LAB BASED MICRO- 2MWH PRODUCTION LINE 200MWH COMMERCIAL CELL ASSEMBLY PRODUCTION LINE & TESTING FACILITY MANUFACTURING Hand built cells in battery Scaled up lab-based Automated manufacture to Commercial
Slide 14: Phase 3 2MWh plant approaching commissioning
Phase 3 2MWh For personal use only plant approaching commissioning • Automated production equipment currently being manufactured for commissioning in Q3 2023. • Our $10M 2MWh production facility is well advanced • Will scale up automated manufacturing processes, and deliver batteries for customer tr
Slide 15: For personal use only
For personal use only Cell data sheet and test Additional eAviation & cells issued to key drone partners in place partners with projects to test our cells Increase global Phase 3 facility fully reach, leveraging operational advisory panel Prudent use of cash Enhanced team with to drive growth and ex