Strategic Energy Resources Limited · ASX:SER
Strategic Energy Resources — Shareholder Meeting (October 2014)
15 slides from Strategic Energy Resources's shareholder meeting presentation, Oct 22, 2014
Slide 1: Strategic Energy Resources Annual General Meeting
For personal use only Strategic Energy Resources Annual General Meeting presented by Mark Muzzin, Chief Executive Officer 22 October 2014
Slide 2: Corporate: Management & Board
Corporate For personal use only Management & Board Mark Muzzin CEO ASX Code: SER Glenister Lamont Non-Executive Chairman Share Price: $0.07 Peter Armitage Non-Executive Director Shares on Issue: 348,622,501 Anthony Rechner Technical Director Unlisted options: 28,000,000 Melanie Leydin Company Secret
Slide 3: 2014 highlights
2014 highlights For personal use only Progressing rapidly on graphene research - achieved 2nd Australian Research Council linkage grant with Monash University Revenue pipeline commenced - 1.5% royalty from graphite sales at Uley Divested oil & gas assets – funding requirements for projects prohibiti
Slide 4: Corporate Activity
Corporate Activity For personal use only De-risked oil assets • Completed sale of SER’s 5% interest in PEL182 for $5 million • Sold Vic/P41 & Vic/P47 to Oil Basins • Surrendered Vic/P66 permit Successful listing of Valence • 21,788,907 shares and 1.5% royalty Reduced overheads
Slide 5: Mineral exploration
Mineral exploration For personal use only Spencer Joint Venture (SER 75% & Kingston Resources Ltd (KSN) 25%) • Late 2013 - first round drilling campaign • Early 2014 - geophysical review of Kijani Trend • Review in conjunction with geology & geochemistry enhanced understanding of trend & potential I
Slide 6: Our unique position
Our unique position GRAPHITE PRODUCTION For personal use only Exposure to graphite market via major shareholding in graphite producer - Valence Industries (ASX: VXL) VXL has first mover advantage in market place with only graphite mine & processing facility in Australia (Uley) No other company on AS
Slide 7: Introducing Ionic Industries
Introducing For personal use only SER’s subsidiary Graphitech and Monash University, in a ground breaking collaboration agreement on graphene research & commercialisation, introduce our new name and brand for the upcoming spin out The term ionic refers to a structure or bond that involves the attrac
Slide 8: Introducing Ionic Industries
Introducing Ionic Industries For personal use only This fully funded research enterprise has now twice been awarded the prestigious ARC Linkage Funding in 2011 & 2014 for graphene research & leads any other research by five years Research is progressing rapidly & there are plans for an IPO
Slide 9: Our market
Energy Our market For personal use only Health Water Planar Super-capacitors (energy storage) Electric Cars Electronics Water treatment Super sand Nano-sieves Chemical separation technologies Mining recovery processes Anti-corrosion treatment Liquid Crystalline Graphene Oxide Drug delivery Nano-flui
Slide 10: Focus - energy
Focus - energy For personal use only Depending on funding, Ionic Industries team can have a working prototype of basic planar super-capacitor in 6 months Energy 0.5 mJ Power 0.577 W Maximum applied current 450 mA Voltage range 0.5 V-50 V Resistance range 100 mΩ – 1000 Ω lights up commercia
Slide 11: Focus – water (super sand)
Focus – water (super sand) Goal - to be the first to commercialize a graphene based technology For personal use only Column loaded with super sand Pollutant solution in Clean water out ‘Super Sand’ removal of biological contaminants Series of graphene coated sand development milestones met for use i
Slide 12: Focus – water (membranes)
Focus – water (membranes) For personal use only 10 nanometres (1000x smaller then a human hair) High flux (thin film) High retention (dense) Scalable 47 mm disksynthesis Lab samples – graphene membranes Water purification membrane technology - thin graphene films as nano-scale sieves
Slide 13: Significant Next Step: Graphene production facility
Significant Next Step: Graphene production facility For personal use only November 2014 - commence building (completed by mid-2015) new bench-scale graphene production facility to produce larger quantities for commercial goals, including: • Super-capacitors - developing planar super-capacitors with
Slide 14: Why we are in front!
Why we are in front! For personal use only REVENUE from VXL graphite sales POTENTIAL HIGH VALUE INVESTMENT - major shareholding in VXL FREE of high cost liabilities – oil and gas assets GLOBAL LEADERS in graphene research EXCLUSIVE WORLD-WIDE licence to commercialise graphene IP WELL FUN
Slide 15: Disclaimer
Disclaimer For personal use only Certain statements contained in this presentation, including information as to the future financial or operating performance of Strategic Energy Resources (“SER”) and its projects, are forward looking statements. Such forward looking statements: • include, among othe
Strategic Energy Resources — Shareholder Meeting (October 2014) on 6ix