Archer Materials Limited · ASX:AXE
Archer Materials — Shareholder Meeting (October 2019)
35 slides from Archer Materials's shareholder meeting presentation, Oct 30, 2019
Slide 1: AGM Presentation
/ AGM Presentation For personal use only Excellence in materials technology. 30 October 2019 1
Slide 2: Disclaimer
/ Disclaimer The material contained in this document is a presentation of general information about the activities of Archer and its related bodies For personal use only corporate (together the “Archer Group”), current as at the date of this presentation. It is provided in summary and does not purpo
Slide 3: Company Snapshot
/ Company Snapshot For personal use only Archer Exploration Limited ASX: AXE 3
Slide 4: Board and Executive Management
/ Board and Executive Management For personal use only 4
Slide 5: Capital Structure & Overview
/ Capital Structure & Overview $1.4m 197.1m For personal use only Cash at bank as of 30 Sept 2019 Number of ordinary shares on issue $0.13 $25.6m Share price (29 Oct 2019) Market capitalisation (29 Oct 2019) 28% Of issued shares held by top 20 8% Of issued shares held by Archer’s shareholders Board
Slide 6: Exposure to financial returns from innovative technologies and materials
Archer provides shareholders exposure to financial returns from innovative technologies For personal use only and the materials that underpin them Our strategy is to build an industry-leading Materials Technology company, that delivers maximum value to our shareholders through the commercialisation
Slide 7: Advanced Materials
/ Advanced Materials For personal use only Materials are the tangible basis of all technology. 7
Slide 8: The acquisition of Carbon Allotropes enabled Archer to expand its market position
The acquisition of Carbon Allotropes enabled Archer to expand its market For personal use only position Archer’s growth involves contributing to complex global challenges. Archer is uniquely positioning to meet global markets’ needs through a number of key strengths: + Strong, globally filed patents
Slide 9: Significant Developments in 2018-2019
/ Significant Developments in 2018-2019 For personal use only Quantum Human Reliable Technology Health Energy + Archer obtains exclusive licence to + High quality graphene inks + Collaboration & access quantum technology IP (QTIP) prepared and tested for printed agreements to build & test Li-ion bio
Slide 10: Quantum Technology: 12CQ
/ Quantum Technology For personal use only 12CQ Building a world-first qubit processor chip 10
Slide 11: 12CQ chip could catalyse a global multibillion dollar industry
Successful commercialisation of Archer’s 12CQ chip technology could catalyse a global multibillion dollar industry For personal use only $30b $715b 70% Forecast size of Global semiconductor Of semiconductor quantum computing industry revenue2 manufacturing located industry in 20221 in Asia2 50% $ 4b
Slide 12: Successful development of 12CQ chip could enable widespread quantum computing
Archer staff operating quantum device fabrication instruments at the Research and Prototype Foundry. Successful development of Archer’s 12CQ chip could enable widespread ownership of For personal use only quantum computing powered technology 1 World-record room-temperature qubit stability Archer is
Slide 13: Commercial Pathway
/ Commercial Pathway For personal use only 13
Slide 14: Commercialisation pathway applying semiconductor industry business models
The commercialisation pathway involves applying well-established business models For personal use only in the semiconductor industry Our strategy is to develop a qubit processor chip that can be directly sold and the intellectual property rights to the chip technology sublicensed by: 1 Building a ro
Slide 15: Human Health: Printable graphene biosensors
/ Human Health For personal use only Printable graphene biosensors 15
Slide 16: Biosensor technology could disrupt a global multibillion dollar industry
Successful commercialisation of Archer’s biosensor technology could disrupt a global multibillion dollar industry For personal use only $27b Forecast size of biosensor 43.5% Cash refund of annual R&D industry in 20227 spend in Australia for SMEs8 $20b 140+ Australian industry spend Life sciences com
Slide 17: Printable biosensor could enable rapid multi-disease detection
Archer’s graphene-based ink materials. Successful development of Archer’s printable biosensor could enable rapid & For personal use only customised multi-disease detection 1 World-first graphene biosensor materials Archer is using the only reported graphene materials capable of stable and robust sel
Slide 18: Commercial Pathway
Printers used at the ARC Graphene Hub to prepare graphene-based electrode components. / Commercial Pathway For personal use only 18
Slide 19: Triple-helix business model for biotechnology innovation
Archer’s first-version biosensor platform built at the ARC Graphene Hub (Aug 2019). The commercialisation pathway involves applying the triple-helix business model+ For personal use only for biotechnology innovation Our strategy is to develop printable graphene-based biosensor componentry and sublic
Slide 20: Reliable Energy: Graphite for lithium-ion batteries
/ Reliable Energy For personal use only Graphite for lithium-ion batteries 20
Slide 21: Graphite could secure supply-side markets in Li-ion industry
Successful commercialisation of Archer’s graphite could secure supply-side markets in a global multibillion dollar industry For personal use only $130b $7k/t Forecast size of Li-ion battery Spherical graphite materials industry in 202811 entry point for Li-ion batteries12 30m Forecast number of sale
Slide 22: Graphite could address trade-off between cost and battery performance
Successful development of Archer’s graphite could address the trade-off For personal use only between cost and battery performance 1 High-quality graphite materials We have confirmed Archer’s Campoona graphite is structurally near-perfect down to the atomic scale and is suitable for use in batteries
Slide 23: Commercial Pathway
Archer affiliates preparing chemical adducts & precursors to materials’ syntheses at UNSW. / Commercial Pathway For personal use only 23
Slide 24: Downstream product integration in the lithium-ion battery supply chain
Archer graphite materials used to prepare lithium-ion battery coin-cells. The commercialisation pathway involves downstream product integration in the For personal use only lithium-ion battery supply chain Our strategy is to establish customer relationships that underpin the development of our subst
Slide 25: Mineral Exploration: Exploring for critical minerals
/ Mineral Exploration For personal use only Exploring for critical minerals 25
Slide 26: Monetisation of tenements could be vital for securing critical minerals
Successful monetisation of Archer’s tenements could be vital for securing critical minerals for global economies For personal use only $60b+ $300m+ Invested by the Australian Approx. global market value of critical minerals in Australia18 Government to de-risk mineral exploration in Australia18 50+
Slide 27: Exploration of tenement areas could lead to significant discoveries
Archer rock sample containing copper from Purnamoota. Successful exploration of Archer’s tenement areas could lead to significant For personal use only mineral discoveries 1 AArcher broad-scope portfolio of tenement interests maintains 100% ownership of 22 Exploration Licences for a diverse range of
Slide 28: Key Mineral Exploration Projects
/ Key Mineral Exploration Projects For personal use only We announced§ an Exploration Target for our Independent review⨎ confirmed our Albion Downs Al Ni Eyre Peninsula High Purity Alumina Project Nickel Project is prospective for nickel mineralisation, located 12km south of Kimba, South Australia:
Slide 29: Monetisation of tenements for exploration and mining
The commercialisation pathway involves the monetisation of globally in-demand For personal use only tenements for exploration and mining Our strategy is to identify a pipeline of economically proven resources for the future development, production and export of critical minerals by: 1 Exploring for
Slide 30: Strategic Direction: The Path Forward
/ Strategic Direction For personal use only The Path Forward 30
Slide 31: Company News Flow
/ Company News Flow Over the next 12 months key aspects of our strategy to provide For personal use only shareholder returns include: + Accelerating 12CQ toward commercialisation World-first componentry assembly and device testing, and engagement with quantum computing industry partners. + Patenting
Slide 32: Archer Exploration Limited
For personal use only Archer Exploration Limited ASX Code: AXE ACN: 123 993 233 ADELAIDE SYDNEY Ground Floor, 28 Greenhill Road Level 4, 17-19 Bridge Street Wayville SA 5034 Australia Sydney NSW 2000 Australia Phone: +61 8 8272 3288 Phone: +61 2 8091 3240 Email: hello@archerx.com.au Website: www.arc
Slide 33: Appendices: Board and Executive Management
Appendices For personal use only Board and Executive Management (Slide 4) Greg English LLB, BE (Mining) Greg English is the co-founder Archer. He has been Chairman of the board since 2008 and has overseen Executive Chairman Archer’s transition from a South Australian focussed minerals exploration co
Slide 34: Appendices: Board and Executive Management
Appendices For personal use only Board and Executive Management (Slide 4) Mohammad Choucair PhD, FRACI FRSN GAICD Dr Mohammad Choucair was appointed Chief Executive Officer on 1st December 2017. Dr Choucair has Chief Executive Officer a strong technical background in nanotechnology, and has spent th
Slide 35: Appendices: Technology and Commercial Readiness Levels
Appendices For personal use only Reference to Technology Readiness Level (“TRL”) and Commercial Readiness Level (“CRL”) on Slides 13, 18, and 23. 35
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