Nanoveu Ltd. · ASX:NVU
Nanoveu — Shareholder Meeting (May 2019)
18 slides from Nanoveu's shareholder meeting presentation, May 31, 2019
Slide 1: Annual General Meeting Presentation
Nanoveu Limited Annual General Meeting Presentation Overview of the last 12 months 31st May, 2019 ASX: NVU Forward Looking Statements: Statements regarding plans with respect to Nanoveu’s outlook are forward looking statements. There can be no assurance that Nanoveu’s plans will proceed as expected
Slide 2: Contents
Contents 3 COMPANY OVERVIEW 4 TOP SHAREHOLDERS 5 BUSINESS OVERVIEW 6 PRODUCT OVERVIEW 7 R&D 8 ADDRESSABLE MARKET 9 KEY MILESTONES / TIMELINE 10 SUPPLY CHAIN OPTIMISATION 11 PRODUCT DEVELOPMENT 13 SOFTWARE DEVELOPMENT ROADMAP 14 SALES AND MARKETING 15 OUTLOOK 16 KEY INVESTMENT CONSIDERATIONS 17 BOARD
Slide 3: Company Overview
Company Overview 3 NVU Share Price and Volume Capital Structure Overview Ordinary Equity 24 May 2019 Shares on issue (m) 132.5 Share price (A$) (1) 0.070 Market cap (A$m) 10.6 52 week high-low (A$) 0.18 – 0.07 No. (m) Fully paid ordinary shares (quoted) 82.9 Fully paid ordinary shares (unquoted) 49.
Slide 4: Company Overview - Top Shareholders
Company Overview - Top Shareholders 4 Top holders grouped report Top holders grouped report Nanoveu Limited Security classes: NVU - ORDINARY FULLY PAID SHARES NVUE12 - ORDINARY FULLY PAID (ASX ESCROW 12M) NVUE24 - ORDINARY FULLY PAID (ASX ESCROW 24M) As at date: 29-May-2019 Display top: 20 Position
Slide 5: Business Overview
Business Overview 5 Glasses-Free 3D – Vision Correction Applications Still and Streaming Applications
Slide 6: Product: EyeFly3D
Product: EyeFly3D 6 EyeFly3D Vid and Pix Apps • EyeFly3D turns 2D into 3D images • Enhances mobile phone user experience
Slide 7: R&D: EyeFyx
R&D: EyeFyx 7 EyeFyx will provide vision correction for mobile phone users Without the need to use optical glasses The Issue Everyone develops presbyopia (age-related far-sightedness). It is simply unavoidable that the ability to focus and see objects up close deteriorates with age. The Solution The
Slide 8: Addressable Market: Smartphones
Addressable Market: Smartphones 8 Our target market is smartphone point of sale. In 2018, 1.8 billion units were sold globally Mobile gaming is a high growth target segment Source: Statista
Slide 9: Key Milestones/Timelines Since IPO
Key Milestones/Timelines Since IPO 9 Key milestones/timeline: NOV 2018 Q1 2019 Q2 2019 Q3-Q4 2019 Q1 2020 IPO DEC 18 – APR 19 APR 19 Focus on Sales Ramp Targeting one OEM Launch Manufacturing Ramp Production iOS – iOS up (Digital B2C) signup for content up X series Awaiting new iPhone 11 aggregation
Slide 10: Supply Chain Optimisation
Supply Chain Optimisation 10 Our process improvement has resulted in cost reductions which are expected to improve gross margins PROCESS IMPROVEMENT COST REDUCTION OUTLOOK Developed new methods of Universal Reduced BOM costs by at least 40% Targeted finding more efficient Imprinted Roll for varying
Slide 11: Product Development – EyeFly3D
Product Development – EyeFly3D 11 EyeFly3D applications are being continually expanded • iPhone X Series – launched May 2019 • iPad Series (5 in total) – Q3 2019 • iPad Pro 12.9, iPad Pro 11, iPad Air 3, iPad 9.7, iPad Mini • Android versions – Google Pixel phones ( Pixel 3, 3a, 3XL, 3aXL – July/Aug
Slide 12: Product Development – EyeFyx
Product Development – EyeFyx 12 Further developing our vision correction nanotechnology product: EyeFyx Currently: Q3/Q4 2019: • Full team in place at NTU • Parsing multiple iterations of algorithm/lens array film • Fabricating several lens array • Second-generation prototype to be verified on SOA •
Slide 13: Software Development Roadmap
Software Development Roadmap 13 Key achievements/targets are: March 2019 April 2019 May 2019 July 2019 September 2019 October 2019 December 2019 January 2020 App stability Using Firebase for Chinese and Android Game Platform Sharing Platform – Fine tuning of Enhancing 2D to Data Analytics Japanese V
Slide 14: Sales and Marketing
Sales and Marketing 14 We have a multi-channel sales and marketing strategy PROCESS IMPROVEMENT RETAIL NETWORKS VENDING MACHINES Online distribution secured – Amazon • Direct to shops in China • Trial of vending machine • Own web site upgraded (Guangzhou, Shenzen) deployments • Amazon UK – Q3 2019 •
Slide 15: Outlook
Outlook 15 15 Q3-Q4 2019: Q3-Q4 2019: Q3-Q4 2019: Completion of production Forge software B2C ecommerce on line run – Android, iPad partnership to create for USA, Europe and gaming platform Japan Q1 2020: Q1 2020: Q1 2020: One large customer Forge one vending One OEM signup signup machine strategy f
Slide 16: Key Investment Considerations
Key Investment Considerations 16 • Technology company focused on vision applications for mobile phones and tablets – large addressable market • 3D product manufactured in H1 2019 • Primary B to C distribution model – high margin • Ecommerce • Vending machines – facilitates ease of installation of sc
Slide 17: Board and Management
Board and Management 17 Alfred Chong, Executive Chairman and CEO • Alfred is the founder of Nanoveu. He has a history of building companies and executing trade sales in California and Singapore. • Alfred received both his Bachelor of Science in Computer Science and his Masters in Business Administra
Slide 18: Thank you!
Thank you! Annual General Meeting Presentation Overview of the last 12 months 31 May 2019 ASX: NVU Forward Looking Statements: Statements regarding plans with respect to Nanoveu’s outlook are forward looking statements. There can be no assurance that Nanoveu’s plans will proceed as expected and ther