Archer Materials Limited · ASX:AXE
Archer Materials — Investor Presentation (January 2020)
35 slides from Archer Materials's investor presentation, January 2020
Slide 1: Company Presentation: Excellence in materials technology
/ Company Presentation Excellence in materials technology January 2020
Slide 2: Disclaimer
/ Disclaimer The material contained in this document is a presentation of general information about the activities of Archer and its related bodies corporate (together the “Archer Group”), current as at the date of this presentation. It is provided in summary and does not purport to be complete. You
Slide 3: Company Snapshot
/ Company Snapshot Archer Materials Limited ASX: AXE 3
Slide 4: Board and Executive Management
/ Board and Executive Management 4
Slide 5: Exposure to financial returns from innovative technologies and materials
Archer provides shareholders exposure to financial returns from innovative technologies and the materials that underpin them Our strategy is to build an industry-leading Materials Technology company, that delivers maximum value to our shareholders through the commercialisation of assets at various s
Slide 6: Capital Structure & Overview
/ Capital Structure & Overview $2.7m 212.4m Cash at bank as of 31 Dec 2019 Number of ordinary shares on issue $0.25 $53.1m Share price (31 Jan 2020) Market capitalisation (31 Jan 2020) 27% Of issued shares held by top 20 7% Of issued shares held by Archer’s shareholders Board and Executive Managemen
Slide 7: Advanced Materials
/ Advanced Materials Materials are the tangible basis of all technology. 7
Slide 8: Carbon Allotropes acquisition expanded Archer's market position
The acquisition of Carbon Allotropes enabled Archer to expand its market position Archer’s growth involves contributing to complex global challenges. Archer is uniquely positioning to meet global markets’ needs through several key strengths: + Strong, globally filed patents protecting credible, inte
Slide 9: Significant Developments in 2019-2020
/ Significant Developments in 2019-2020 Quantum Human Reliable Technology Health Energy + Archer obtains exclusive licence to + High quality graphene inks + Full-cell Li-ion batteries produced quantum technology IP (QTIP) prepared and tested for printed with Campoona graphite in-line biosensing tech
Slide 10: Quantum Technology: 12CQ
/ Quantum Technology 12CQ Building a world-first qubit processor chip 10
Slide 11: 12CQ chip could catalyse a global multibillion dollar industry
Successful commercialisation of Archer’s 12CQ chip technology could catalyse a global multibillion dollar industry $30b $715b 70% Forecast size of Global semiconductor Of semiconductor quantum computing industry revenue2 manufacturing located industry in 20221 in Asia2 50% $4b 88% Australians now ow
Slide 12: Successful development of 12CQ chip could enable widespread quantum computing
Archer staff operating quantum device fabrication instruments at the Research and Prototype Foundry. Successful development of Archer’s 12CQ chip could enable widespread ownership of quantum computing powered technology 1 World-record room-temperature qubit stability Archer is using the only reporte
Slide 13: Commercial Pathway
/ Commercial Pathway Jun 2019. *CQ commences building TRL* 2012. *CQ's qubit 2025-15. Basic principles of d 2016. Basic principles of quantum Prototype qubit processor devices material invented Al NPuEIng O e computing in '*CQ's qubit material in ™CQ's qubit material validated & reported Aug 2019. "
Slide 14: Commercialisation pathway using semiconductor business models
The commercialisation pathway involves applying well-established business models in the semiconductor industry Our strategy is to develop a qubit processor chip that can be directly sold and the intellectual property rights to the chip technology sublicensed by: 1 Building a room-temperature operati
Slide 15: Human Health: Printable graphene biosensors
/ Human Health Printable graphene biosensors 15
Slide 16: Biosensor technology could disrupt a multibillion dollar industry
Successful commercialisation of Archer’s biosensor technology could disrupt a global multibillion dollar industry $27b Forecast size of biosensor 43.5% Cash refund of annual R&D industry in 20227 spend in Australia for SMEs8 $20b 140+ Australian industry spend Life sciences companies on on R&D 20188
Slide 17: Printable biosensor could enable rapid multi-disease detection
Archer’s graphene-based ink materials. Successful development of Archer’s printable biosensor could enable rapid & customised multi-disease detection 1 World-first graphene biosensor materials Archer is using the only reported graphene materials capable of stable and robust selective hierarchal chem
Slide 18: Commercial Pathway
Printers used at the ARC Graphene Hub to prepare graphene-based electrode components. / Commercial Pathway 18
Slide 19: Triple-helix business model for biotechnology innovation
Archer’s first-version biosensor platform built at the ARC Graphene Hub (Aug 2019). The commercialisation pathway involves applying the triple-helix business model+ for biotechnology innovation Our strategy is to develop printable graphene-based biosensor componentry and sublicense the associated in
Slide 20: Reliable Energy: Graphite for lithium-ion batteries
/ Reliable Energy Graphite for lithium-ion batteries 20
Slide 21: Graphite could secure supply-side markets in Li-ion industry
Successful commercialisation of Archer’s graphite could secure supply-side markets in a global multibillion dollar industry $130b $7k/t Forecast size of Li-ion battery Spherical graphite materials industry in 202811 entry point for Li-ion batteries12 30m Forecast number of sales of 39% Of global EV
Slide 22: Graphite could address cost and battery performance trade-off
Successful development of Archer’s graphite could address the trade-off between cost and battery performance 1 We High-quality graphite materials have confirmed Archer’s Campoona graphite is structurally near-perfect down to the atomic scale and is suitable for use in batteries15. High-value graphit
Slide 23: Commercial Pathway
Archer affiliates preparing chemical adducts & precursors to materials’ syntheses at UNSW. / Commercial Pathway 23
Slide 24: Downstream integration in lithium-ion battery supply chain
Archer graphite materials used to prepare lithium-ion battery coin-cells. The commercialisation pathway involves downstream product integration in the lithium-ion battery supply chain Our strategy is to establish customer relationships that underpin the development of our substantial Campoona graphi
Slide 25: Mineral Exploration: Exploring for critical minerals
/ Mineral Exploration Exploring for critical minerals 25
Slide 26: Monetisation of tenements for critical minerals
Successful monetisation of Archer’s tenements could be vital for securing critical minerals for global economies $60b+ $300m+ Invested by the Australian Approx. global market value of critical minerals in Australia18 Government to de-risk mineral exploration in Australia18 50+ Critical minerals list
Slide 27: Successful exploration of tenement areas could lead to discoveries
Archer rock sample containing copper from Purnamoota. Successful exploration of Archer’s tenement areas could lead to significant mineral discoveries 1 AArcher broad-scope portfolio of tenement interests maintains 100% ownership of 22 Exploration Licences for a diverse range of minerals, and 1 Minin
Slide 28: Key Mineral Exploration Projects
/ Key Mineral Exploration Projects We announced§ an Exploration Target for our Independent review⨎ confirmed our Albion Downs Al Ni Eyre Peninsula High Purity Alumina Project Nickel Project is prospective for nickel mineralisation, located 12km south of Kimba, South Australia: 18km NNW of Mt Keith,
Slide 29: Monetisation of in-demand tenements for exploration and mining
The commercialisation pathway involves the monetisation of globally in-demand tenements for exploration and mining Our strategy is to identify a pipeline of economically proven resources for the future development, production and export of critical minerals by: 1 Exploring for Mineral Deposits Manag
Slide 30: Strategic Direction: The Path Forward
/ Strategic Direction The Path Forward 30
Slide 31: Company News Flow
/ Company News Flow Over the next 12 months key aspects of our strategy to provide shareholder returns include: + Accelerating 12CQ toward commercialisation World-first componentry assembly and device testing, and engagement with quantum computing industry partners. + Patenting & developing graphene
Slide 32: Archer Materials Limited contact details
Archer Materials Limited ASX Code: AXE ACN: 123 993 233 ADELAIDE SYDNEY Ground Floor, 28 Greenhill Road Level 4, 17-19 Bridge Street Wayville SA 5034 Australia Sydney NSW 2000 Australia Phone: +61 8 8272 3288 Phone: +61 2 8091 3240 Email: [email protected] Website: www.archerx.com.au Twitter: htt
Slide 33: Appendices: Board and Executive Management
Appendices Board and Executive Management (Slide 4) Greg English LLB, BE (Mining) Greg English is the co-founder Archer. He has been Chairman of the board since 2008 and has overseen Executive Chairman Archer’s transition from a South Australian focussed minerals exploration company to a diverse mat
Slide 34: Appendices: Board and Executive Management
Appendices Board and Executive Management (Slide 4) Mohammad Choucair PhD, FRACI FRSN GAICD Dr Mohammad Choucair was appointed Chief Executive Officer on 1st December 2017. Dr Choucair has Chief Executive Officer a strong technical background in nanotechnology, and has spent the last decade implemen
Slide 35: Appendices: TRL and CRL references
Appendices Reference to Technology Readiness Level (“TRL”) and Commercial Readiness Level (“CRL”) on Slides 13, 18, and 23. 35
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