Novonix Ltd · ASX:NVX
Novonix — 8th Annual Australian Microcaps Investment Conference 2017
29 slides from Novonix's conference presentation, Oct 18, 2017
Slide 1: Company Presentation – Australian Microcaps Investment Conference
For personal use only helping make better batteries COMPANY PRESENTATION th 8 Annual Australian Microcaps Investment Conference Melbourne – 18 October 2017 …improving electric vehicles, renewable energy storage, phones, laptops and cordless equipment Wednesday, 18 October 2017 NOVONIX Limited (ASX:N
Slide 2: Agenda
For personal use only AGENDA • About NOVONIX Limited • Executive Team and Board • Market Update • NOVONIX Battery Testing Services (BTS) update • PUREgraphite update Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 2
Slide 3: About NOVONIX (ASX: NVX)
For personal use only ABOUT NOVONIX (ASX: NVX) • Established Brand in Lithium-ion Battery Industry NOVONIX Limited (ASX: NVX) is a developer and supplier of high performance materials, equipment and services for the global lithium-ion battery industry and has sales in over a dozen countries • Bluech
Slide 4: End-to-End Development Capability
For personal use only END-TO-END DEVELOPMENT CAPABILITY CHEMISTRY MATERIALS SLURRY MAKING ELECTRODE MAKING CELL & PACK MAKING ELECTRONICS EQUIPMENT BATTERY CHEMISTRY AND MATERIALS TO BATTERY CELL TESTING SYSTEMS Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 4
Slide 5: Two operating businesses in North America
For personal use only two operating businesses in North America Battery Testing Services Inc. • LEADING BATTERY TESTING • USA BASED DEVELOPER OF HIGH EQUIPMENT AND SERVICES PERFORMANCE GRAPHITE ANODE COMPANY BASED IN CANADA MATERIAL FOR THE LITHIUM ION WITH SALES IN 12 COUNTRIES BATTERY MARKET • EST
Slide 6: Customer locations for our battery testing equipment and services
For personal use only Customer locations for our battery testing equipment and services Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 6
Slide 7: Battery testing equipment and services customers
For personal use only Battery testing equipment and services customers For confidentiality reasons there are a number of major global automakers, battery makers, medical device and electronics companies that are customers but cannot be represented. Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX
Slide 8: Executive Team
Executive Team For personal use only Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 8
Slide 9: Board of Directors
Board of Directors For personal use only Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 9
Slide 10: How much anode material is inside?
HOW MUCH ANODE MATERIAL IS INSIDE ? For personal use only CYLINDRICAL ANODE MATERIAL BATTERY CELLS APPLICATIONS ~ 10kg ~ US $100 ~1,000 cells HOME STORAGE (~20% of battery cell weight) (18650 size) 13.5 kWh (Ave home use 20 kWh/day) ~ 70kg ~ US $700 ~7,000 cells ELECTRIC VEHICLE (18650 size) 80 kWh
Slide 11: Rapid growth in production of lithium-ion batteries
Rapid growth in production of lithium-ion batteries For personal use only 6X growth in Lithium-ion megafactories by 2020 – Source: BENCHMARK Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 11
Slide 12: Most major auto companies now offering EV models
Most major auto companies now offering EV models’ For personal use only Source: Bloomberg New Energy Finance Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 12
Slide 13: Rapidly developing markets
Rapidly developing markets For personal use only Major EV announcements from global auto makers • 2 October – GM announces two more EV models within 18 months and 20 more globally within six years • 15 September - Volkswagen announces plans to invest more than EUR50 billion ($60bn) in battery cells
Slide 14: The Rise of Electric Cars
The Rise of Electric Cars – Source: Bloomberg New Energy Finance For personal use only By 2022 electric vehicles will cost the same as their internal combustion counterparts. That’s the point of liftoff for sales. (Note: Current annual total global vehicle sales is approximately 100 million vehicles
Slide 15: For personal use only
For personal use only Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 15
Slide 16: For personal use only
For personal use only Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 16
Slide 17: Battery Testing Services Inc.
For personal use only Battery Testing Services Inc. • NOVONIX Battery Testing Services Inc (BTS) is based in Canada and was spun out of Dr Jeff Dahn’s lab at Dalhousie University (DAL) in 2013 • NOVONIX BTS manufactures the most accurate battery cell test equipment in the world used by leading batte
Slide 18: Battery Testing Services Inc.
For personal use only Battery Testing Services Inc. Precise measurements of High Voltage LiCoO2 Control 1 the coulombic efficiency 1% VC Fractional Capacity 2% VC 1 2% VC and 0.5% DS 0.96 (CE) can predict the lifetime 0.5% DS of cells with different CE 0.92 failure modes including 0.996 those that s
Slide 19: Battery Testing Services Inc. – Progress and priorities
For personal use only Battery Testing Services Inc. Progress and priorities • Strong sales flow from existing customers now wanting to expand their NOVONIX systems • Consistent flow of new customers including some very big global brand names • Expanding manufacturing to meet increasing demand for ou
Slide 20: PUREgraphite joint venture
For personal use only • USA based Joint venture between NOVONIX and Coulometrics est in 2017 • Focused on production of graphite anode materials for lithium-ion batteries promoting: • Lower Cost • Sustainability • Longer Life • Security • Higher Charge Rate • Safety Dr Ed Buiel - CEO Wednesday, 18 O
Slide 21: Intellectual Property
Intellectual Property For personal use only • PUREgraphite is commercialising intellectual property and trade secrets developed by Coulometrics and its founder Dr Edward Buiel over more than two decades and including the development of proprietary particle coating technology and spherical graphite p
Slide 22: Experience with natural and artificial graphite sources
We have world wide experience in electrochemical testing For personal use only of natural and artificial graphite sources for suitability in lithium-ion batteries In-house Knowledge of Artificial and Natural Graphite Sources • We are well advanced in selecting our preferred supply for our proprietar
Slide 23: Rapid battery materials R&D process
We have a rapid battery materials R&D process For personal use only Material Development Slurry HPC Testing Formulation Electrode Cell Assembly Coating Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 23
Slide 24: Commercial grade battery making facilities
We have commercial grade battery making For personal use only facilities Production Scale Coating Electrode Roll Pressing Cell Winding Wednesday, 18 October 2017 NOVONIX Limited (ASX:NVX) 24
Slide 25: Our battery anode materials can deliver superior performance
For personal use only Our battery anode materials can deliver superior performance • PUREgraphite can customize anode materials to deliver optimal performance for specific customer applications including Electric Vehicles, Energy Storage, Aerospace, Aviation, Military, Medical and electronics • We c
Slide 26: Product designs and production methods for lower cost and emissions
For personal use only Our product designs and production methods are expected to deliver lower cost and lower emissions Proprietary blends of • Proprietary blends of artificial and natural graphite artificial & specific to customer applications natural • Integrated high efficiency, high throughput a
Slide 27: Short Term Milestones / Goals
For personal use only Short Term Milestones / Goals • On track to have a pilot production plant installed, commissioned and producing small quantities before Christmas including jet mill, shaping mill, furnace and coating equipment • Good progress toward establishing a 1,000 tpa production capabilit
Slide 28: Capital Structure
For personal use only Capital Structure: Number (m) % (fully diluted) Board and key management personnel – ordinary shares 46.111 34.85% Board and key management personnel – options and rights 14.562 11.01% Employee and contractor options 0.975 0.74% Remaining loan notes @ face value AUD 0.6/share (
Slide 29: For personal use only
For personal use only CORPORATE BATTERY EQUIPMENT & BATTERY MANUFACTURING Brisbane, Queensland, AUSTRALIA TECHNOLOGY FACILITY Contact: Philip St Baker Dartmouth, Nova Scotia, CANADA Chattanooga, Tennessee, USA Email: phil@novonixgroup.com Contact: Dr Chris Burns Contact: Dr Edward Buiel Level 12 – 1
Novonix — 8th Annual Australian Microcaps Investment Conference 2017 on 6ix