Altech Advanced Materials AG · GETTEX:AMA0
Altech Advanced Materials — Investor Presentation (November 2023)
30 slides from Altech Advanced Materials's investor presentation, Nov 27, 2023
Slide 1: Innovative battery technology Made in Germany
Altech Advanced Materials AG Innovative battery technology Made in Germany Hansjörg Plaggemars, board member 27. November 2023
Slide 2: Altech: Innovative batteries and battery materials
2 Altech Advanced Materials AG Altech: Innovative batteries and battery materials Ceramic expertise in 2 business areas Silumina anodes® Cerenergy® • Coated anode material • Complete ceramic solid-state battery • Lithium-ion battery for stationary operation based on common salt • Use for e-mobility
Slide 3: Altech Advanced Materials at a glance
3 Altech Advanced Materials AG Altech Advanced Materials at a glance Share Altech Advanced Materials AG Course progression (17.11.2022 - 17.11.2023) 14.07.23 Number of shares 2,825,000 16 15 15.70 listed (ISIN: DE000A31C3Y4, WKN A31C3Y) 14 13 12 Segment Frankfurt Stock Exchange (Regulated Market - 1
Slide 4: The current structure of the Group
4 Altech Advanced Materials AG The current structure of the Group Altech Advanced 10,9 % Altech Fraunhofer Batteries Ltd Materials AG Society (ASX:ATC) (FRA:AMA) Germany Australia Germany 25 % Altech Industries 75 % Germany GmbH Project Silumina Anodes® Battery materials- Coating plant Germany Altec
Slide 5: Silumina Anodes
5 Altech Advanced Materials AG Silumina Anodes ® Coated anode material for increasing the performance of lithium-ion batteries
Slide 6: E-mobility: the price must fall - performance must increase
6 Altech Advanced Materials AG E-mobility: the price must fall - performance must increase Cost of batteries for Energy density (more power per volume/weight) Goal Fast charging capability (charging power per time) different vehicle types The transformation to e-mobility is characterized by • Dacia
Slide 7: Coating technology can be used in the anode
7 Altech Advanced Materials AG Game changer silicon: Coating technology can be used in the anode Silicon Si (3,579 mAh/g) • Silicon has 10 times the capacity of Graphite C (372 mAh/g) graphite Silicon = increases power and energy density
Slide 8: Simple application in the existing battery architecture
8 Altech Advanced Materials AG Altech Silumina Anodes: Simple application in the existing battery architecture Drop-in technology enables fast application • Anode material is ceramic coated (graphite and/or silicon, ...) Li+ • One anode material is simply replaced by another Li+ Li+ Li+ Li+ Li+ Li+
Slide 9: Increased performance through the addition of Silumina Anodes
9 Altech Advanced Materials AG Altech Silumina Anodes: Increased performance through the addition of Silumina Anodes 100% technology verified 100% process verified Successfully tested in half cells with 1000 cycles Aiming to double output Enormous EV added value Security Capacity >30 % uncoated perf
Slide 10: Silumina Anodes: planned development
10 Altech Advanced Materials AG Silumina Anodes: planned development Full production Detailed Start of construction feasibility study of the plant Q4/23 Expansion of production capacities Start of production Preliminary possible feasibility study Financing Ramp-up phase Jan. 2022: Q3/22 Site purchas
Slide 11: Cerenergy
11 Altech Advanced Materials AG Cerenergy ® A complete, ceramic solid-state battery for stationary operation based on common salt
Slide 12: The energy transition needs new energy storage systems
12 Altech Advanced Materials AG The energy transition needs • Time lag between supply and demand for new energy storage systems demand for energy makes temporary intermediate storage indispensable Electricity generation in Germany 2005-2050, scenario • Daily margin electricity trading from -8ct to +
Slide 13: Lack of grid capacity led to billions of euros of wasted renewable energy
13 Altech Advanced Materials AG Lack of grid capacity already led to billions of euros of renewable energy being „wasted“ in 2021 Volume and costs of congestion management - with a strong upward trend Costs of the congestion management (2021) 2,285 billion € a) Energy is not needed at the time of pr
Slide 14: The battery market is growing enormously
14 Altech Advanced Materials AG The battery market is growing enormously Expected annual storage capacities and expansion for stationary battery storage systems 140 25.0 • On average 3000 GWh/year Cumulative capacity (GWh) 120 • CAGR 26.5 % 20.0 • From US$ 4 billion per year 100 to US$ 21.2 billion
Slide 15: How the battery works
15 Altech Advanced Materials AG How the battery works negative positive negative positive pole pole pole pole charging sodium anode ceramic is molded solid-state electrolyte cathode: salt & nickel cathode: salt & nickel discharging cell housing
Slide 16: The solution: a ceramic solid-state battery based on common salt
16 Altech Advanced Materials AG The solution: a ceramic solid-state battery based on common salt Known challenges are solved by Altech with Cerenergy No rare or critical metals such as Can be used in all climatic zones Production with renewable All primary raw materials cobalt, lithium, copper or ra
Slide 17: Cerenergy
17 Altech Advanced Materials AG Cerenergy® Development IKTS research the zebra on ceramic solid-state battery battery 1980s 2012 Financing Ramp-up phase / DFS Q1/24 Construction phase Start of production Cerenergy 2023 2024 2025 2026 Joint venture concluded Building application Start of construction
Slide 18: Scaling of the CERENERGY technology
18 Altech Advanced Materials AG Scaling of the ® CERENERGY technology
Slide 19: Development from laboratory scale to industrial series production
19 Altech Advanced Materials AG Development from laboratory scale Cerenergy plant in to industrial series production Schwarze Pumpe Scaling the CERENERGY® technology What criteria must be met? CO2 -optimized Circular economy based Production circular economy on 100% recycling at the • Minimal CO2 fo
Slide 20: Structure of a CERENERGY cell
20 Altech Advanced Materials AG Structure of a metallic CERENERGY® cell cell housing • Common salt and nickel powder form the cathode secondary electrolyte material • Housing and electrode are made of metal sodium nickel chloride Low cost, robust, extremely (cathode) durable, as no active material
Slide 21: Structure of a CERENERGY module
21 Altech Advanced Materials AG Structure of a 48 cells connected CERENERGY® module connection cable 48 cells are connected to form a single unit thermal starting system integrated power connection 12 kWh module frame
Slide 22: Structure of a CERENERGY battery pack
22 Altech Advanced Materials AG Structure of a CERENERGY® battery pack 5 modules are combined into one unit 60 kWh
Slide 23: Altech GridPack - MWh energy storage: plug and play in 5 minutes
23 Altech Advanced Materials AG Altech GridPack - 1 MWh energy storage: plug and play in 5 minutes • No cooling / heating • Can be transported risk-free when loaded • Not flammable 20-foot container without • Without manual service disconnector (MSD) moving parts • No pressure equalization valves •
Slide 24: Comparison of operating costs with other systems shows superiority
24 Altech Advanced Materials AG Comparison of operating costs with other systems shows superiority in the application Operating costs Estimated cycle costs = 0.06€/kWh Altech NGK Tesla Redox • More charging cycles NaS MegaPack2 flow per day possible GridPack • Cost per kilowatt- Valuation basis, 100
Slide 25: Current capital measure
25 Altech Advanced Materials AG Current capital measure
Slide 26: Current capital increase of EUR 3.6 million
26 Altech Advanced Materials AG Current capital increase by Altech Advanced Materials AG of EUR 3.6 million Key points of the capital increase Altech Advanced Materials AG • Discount to the share price at the closing price of EUR 11.50 / share on Subscription price EUR 7.60 per share 23.11.23: 34%.
Slide 27: Use of funds and source of funds
27 Altech Advanced Materials AG Use of funds and source of funds Use of funds Source of funds Final purchase price payment AIG EUR 1.6 Cash inflow from capital increase EUR 3.6 (Silumina Anodes) million (backstop) million Co-financing obligation AIG EUR 2.1 Cash on hand EUR 1.6 (Silumina Anodes) / A
Slide 28: Thank you for your attention!
28 Altech Advanced Materials AG 28 Altech Advanced Materials AG Thank you for your attention!
Slide 29: Disclaimer / Forward-looking statements
Altech Advanced Materials AG 29 Altech Advanced Materials AG Disclaimer / Forward-looking statements Forward-looking statements This presentation contains forward-looking statements that are characterized by words such as 'anticipates', 'predicts', 'may', 'will', 'could', 'potential', 'estimates', '
Slide 30: Management and Supervisory Board
30 Altech Advanced Materials AG Management and Supervisory Board Management Board Supervisory Board Iggy Tan B.Sc MBA GAICD Dr. Burkhard Schäfer Wilko A. Stark Management Board Chairman Deputy Chairman Co-Founder and Managing Former Head of Mercedes Benz Director PROBUY (`93-`02),; Future Mobility a
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