Advance ZincTek Limited · ASX:ANO
Advance ZincTek — Antaria — Shareholder Meeting (November 2008)
17 slides from Advance ZincTek's shareholder meeting presentation, Nov 20, 2008
Slide 1: Annual General Meeting
For personal use only Annual General Meeting 20 November 2008 Copyright 2008 Annual General Meeting – 20 November 2008 Page 1
Slide 2: Chairman's Presentation
For personal use only Chairman’s Presentation • Introduction • Expansion of Products & Technology Base • Research & Create Commercialisation • Name Change • Personal Care • Industrials • Future Priorities Copyright 2008 Annual General Meeting – 20 November 2008 Page 2
Slide 3: Introduction
For personal use only Introduction • Antaria's origins are in research nurtured at the University of Western Australia • Since that time, the Company has developed those ideas into innovative commercial products • Our current challenge is to focus its resources and talent to drive commercial success
Slide 4: Expansion of products & technology base
For personal use only Expansion of products & technology base At the IPO in early 2005, we featured 4 principal product lines based on our MCPTM platform technology Transparent zinc oxide Alumina "soft focus" Transparent Zinc oxide Nanoparticulate cerium for sunscreens and platelets for cosmetics fo
Slide 5: Expansion of products & technology base
For personal use only Expansion of products & technology base • From our MCPTM platform we have developed a range of advanced materials concepts – Applying research skills and intellectual capacity – Developing specialised knowledge and experience of metal oxides – Some technologies build upon origi
Slide 6: Expansion of products & technology base
For personal use only Expansion of products & technology base By late 2008, Antaria’s product range has expanded to include: Zinc Oxide Alumina ZinClear-STM ZinClear-IMTM NanoZ-AQTM AlPearlTM • Silicone- • Larger, • Variant for use • Alumina coated variant transparent in aqueous, low platelets for m
Slide 7: Research & Create Commercialisation
For personal use only Research & Create Commercialisation • Shift in the balance of ideas vs commerciality – ANO at debut: allow for creativity • Exploring new ideas and technology without commercial constraints – ANO now: shifting the balance to ensure commercial success of the best of these ideas
Slide 8: Research & Create Commercialisation
For personal use only Research & Create Commercialisation • Current focus of senior management team – Reviewing opportunities for commercial potential – Focus on delivering revenues and profits from the assets that the Company has developed – Prioritise resources to support specific markets, applica
Slide 9: Name Change
For personal use only Name Change • Over time, core knowledge base of the Company has expanded beyond “nanomaterials” beginnings • Today the Company has technologies extending beyond original MCPTM platform • New name is intended to reflect this • Our aspiration: address the advanced materials needs
Slide 10: Personal Care
For personal use only Personal Care • Outstanding achievements in 2008 – Dominated by growth of ZinClear® sales • More than doubled to $2.4 million – Successful introduction of ZinClear-IMTM • Reduced cost base of ZinClear-IMTM expected to assist broader market penetration • Market attractiveness of
Slide 11: Personal Care: ZinClear sales showing pleasing growth
Personal Care For personal use only ZinClear® sales showing pleasing growth A$000 ZinClear Sales • ZinClear® market: sunscreen 2,500 and cosmetics formulators needing a stable, effective 2,000 UVA/B block • Early ZinClear® adopters seeing continued customer 1,500 satisfaction and sales growth • Mult
Slide 12: Personal Care: Dow Amerchol
Personal Care For personal use only Dow Amerchol • Exclusive marketer and distributor in Americas of ZinClear-IMTM – Appointed April 2008 – North and Latin America – Extensive technical and marketing resources – Ensure formulation, technical and logistics support – Early days, very pleased with prog
Slide 13: Dow Amerchol – marketing & advertising
Personal Care For personal use only Dow Amerchol – marketing & advertising • Strong distribution in North and Latin America • Significant resources directed towards trade advertising and marketing Copyright 2008 Annual General Meeting – 20 November 2008 Page 13
Slide 14: Strengthening of distribution network
Personal Care For personal use only Strengthening of distribution network • Review of all main markets to ensure strong distribution network – North and Latin America – appointment of Dow Amerchol – Europe – finalising distribution networks • Improved access to high volume segments of local markets
Slide 15: Industrials
For personal use only Industrials • Wide range of products and applications – Identify and resource strongest opportunities • CercatTM progress – No significant revenue in 2008 (2007: $1.3m) • Changeover of alliance partners has interrupted revenue stream – New alliance partner, Energenics, advises
Slide 16: New industrial products
Industrials For personal use only New industrial products • Products based on platelet alumina technology – The technology underpinning Alusion® cosmetics product has evolved into exciting additional opportunities in industrial markets – AlPearlTM – decorative pearlescent pigment substrates used in
Slide 17: Priorities for the future
For personal use only Priorities for the future • Pursuing ZinClear® sales into high volume, mass- market formulators by: – Further process and process cost improvements – Strengthening distribution channels in Europe and Asia – Supplying in an increasing range of variants • Alusion®/AlPearlTM – Enh