Aurora Solar Technologies, Inc. · TSXV:ACU
Aurora Solar Technologies — Investor Presentation (September 2021)
18 slides from Aurora Solar Technologies's investor presentation, September 2021
Slide 1: Process control for profitable solar cell manufacturing
Process control for profitable solar cell manufacturing Corporate Presentation – Sept. 2021 CONFIDENTIAL and PROPRIETARY www.aurorasolartech.com TSX-V: ACU, OTCBB: AACTF, FRA: A82 1
Slide 2: Confidentiality and Disclosure
Confidentiality and Disclosure The information contained in this presentation is confidential and shall be kept in strict confidence by you. You hereby agree that by accepting a copy of this presentation you will be deemed to have agreed to keep all information in this presentation strictly confiden
Slide 3: Aurora Solar Technologies Today
Aurora Solar Aurora Solar Technologies Technologies Today TSXV: ACU | OTCQX: AACTF FRA: A82 ACU Share Price1 $0.245 Provides quality control systems for solar Market Cap1 $35.3M cell manufacturers that INCREASE YIELD and enhance PROFITABILITY 2021 FYE Revenue2 $1.9M Cash & Cash Large installed b
Slide 4: Leadership Team
Leadership Team Kevin Dodds, CPA Gordon Deans, M. Eng., P. Eng. Lead Director CEO and Founder Senior executive and board member Extensive leadership experience in specializing in corporate, financing, new product development and operational matters. Experience at MDA, market introduction, public com
Slide 5: Solar Energy Has Long-Term Tailwinds
Solar Energy Has US$2 trillion Long-Term Tailwinds Clean energy plan underway Biden Administration accelerating • Now the cost leader in many jurisdictions 300% Additional solar capacity growth • Since 2009, the installed costs for solar projects have decreased by 80% • Less costly than other genera
Slide 6: Aurora’s Market
Aurora’s Market • Solar cell manufacturers that must scale profitably • Over 30 billion solar cells made per year • Industry growth: 25% CAGR • Annual CAPEX for solar cell manufacturers: $5.5 billion • Of this, Aurora’s addressable market is $509 million © 2021 Aurora Solar Technologies Inc. TSX-V:
Slide 7: What’s a solar “cell”?
What’s a solar “cell”? Solar panel Silicon wafers Solar cells The energy-producing parts of a solar panel 7
Slide 8: Lost profit in solar cell manufacturing
Profit Need Manu- Raw material costs facturing costs Lost profit in solar cell manufacturing • High raw material and processing costs relative to finished goods selling price • Relentless price competition • Unlike other industries, NO effective tools to measure and maximize plant yield and minimize
Slide 9: Solution
Solution Measure • Instrumentation to monitor critical-to- quality manufacturing processes Visualize • Real-time graphical representation of Insight TM plant analytics and control equipment behaviour Control • SaaS-based analytics and control to profitably maximize manufacturing throughput and yield
Slide 10: Aurora’s Insight SaaS brings together:
Aurora’s Insight SaaS brings together: TM Plant wide performance Rapid event detection monitoring and isolation Reporting and Failure mode Collaborative Action analysis/troubleshooting © 2021 Aurora Solar Technologies Inc. TSX-V: ACU www.aurorasolartech.com 10
Slide 11: Results
Results • Increased revenue due to higher-quality finished goods and more plant throughput • Reduced operating costs due to lower engineering expense and wastage Increased profit • Estimated at USD $6M to$13M per year, per facility * * Per 5 GW of annual production © 2021 Aurora Solar Technologies
Slide 12: Whole solution for solar cell production yield and profitability
Whole solution for solar cell production yield and profitability Plant-wide process/yield performance monitoring Rapid event detection and isolation Failure mode analysis and troubleshooting Event recording and reporting for collaborative action Advanced process measurements © 2021 Aurora Solar Tech
Slide 13: Insight market launch strategy
Insight market launch strategy Today Selective Introduction and sale Linkage of Aurora’s introduction and of Phase Two DM measurement validation of Phase features to build systems One product value and revenue Define and develop the path Licensed by feature set, Provide a complete “eco-system” for t
Slide 14: Monetizing the technology
Monetizing the technology Leverage installed base • Over 130 units in manufacturing installations at 14 sites worldwide • Six of the top ten global cell manufacturers • Build on base this to introduce Insight for recurring revenue streams on software Create industry standard Installed base: Operatin
Slide 15: WAVELABS Partnership for Market Entry
WAVELABS Partnership for Market Entry • Major provider of end-of-line solar cell testers, driving more than 40 GW of solar cell production capacity globally • Will provide specialized functionality for advanced versions of Aurora’s Insight product • Cooperation in promotion, marketing and distributi
Slide 16: Market growth; SaaS introduction drives valuation potential
Market growth; SaaS introduction drives valuation potential Benchmarking analysis: key peers © 2021 Aurora Solar Technologies Inc. TSX-V: ACU www.aurorasolartech.com 16
Slide 17: Key Investment Highlights
Key Investment Highlights LARGE AND GROWING ADDRESSABLE MARKET LEVERAGING MARKET PRESENCE IN THE LARGEST SOLAR MARKET IN THE WORLD – CHINA NEW INSIGHT SAAS PRODUCT TARGETED TO SET STANDARD FOR QUALITY MANAGEMENT REVOLUTION WITHIN THE SOLAR INDUSTRY GLOBALLY RECOGNIZED TEAM IN THE SOLAR INDUS
Slide 18: Contacts
Contacts Gordon Deans, P.Eng. President & Chief Executive Officer +1 (778) 241-5000 Corporate Development Jake Bouma +1 (604) 317-3936 corpcomm@aurorasolartech.com © 2021 Aurora Solar Technologies Inc. TSX-V: ACU www.aurorasolartech.com 18
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