Advance ZincTek Limited · ASX:ANO
Advance ZincTek — Advanced Nanotechnology — Shareholder Meeting (November 2007)
18 slides from Advance ZincTek's shareholder meeting presentation, Nov 22, 2007
Slide 1: Advanced Nanotechnology Limited
NANOTECHNOLOGY ADVANCED LIMITED GC
Slide 2: Annual General Meeting 21 November 2007
For personal use only Annual General Meeting 21 November 2007 2
Slide 3: CEO's Presentation
For personal use only CEO’s Presentation • 2007 Highlights • 2007 Financials • Market & Product Review • 2008 Outlook & Priorities 3
Slide 4: 2007 Highlights
2007 Highlights For personal use only • 5-year supply agreement and strategic alliance executed with Energenics (Singapore) • 1st tranche investment of $3m in July 2007 • 2nd tranche ($3m) within 2 years, or earlier upon meeting certain sales targets • First commercial sales of ZinClear-IMTM in 2nd
Slide 5: 2007 Financials
2007 Financials For personal use only • 2007 financial results reflect ongoing investments to expand Advanced Nano’s market reach, technologies mix and product portfolio depth • Encouraging early sales trend of new ZinClear-IMTM suncare products • Underlying production gross margins on variable cost
Slide 6: 2007 Sales
2007 Sales For personal use only Total sales up 4% PRODUCT SALES BY SEGMENT 3,000,000 • Personal Care down 5% Industrial & Environmental 2,500,000 Personal Care • Disappointing Alusion® sales offset by 33% increase in sales of 2,000,000 ZinClearTM product range AUD$ 1,500,000 • Industrial & Environm
Slide 7: 2007 Sales - ZinClear
2007 Sales - ZinClear® For personal use only ZinClear® products best 800,000 PERSONAL CARE SALES sales performers in FY07 700,000 ZinClear Alusion • Increased market penetration of 600,000 our customers’ products 500,000 AUD$ 400,000 • Acquisition of new customers 300,000 • Solid, underlying growth
Slide 8: Market & Product Review
Market & Product Review For personal use only • Advanced Nano focuses its marketing and product development activities focused on four key markets: • Personal Care • Industrial Coatings & Textiles • Plastics & Polymers • Environmental Technologies 8
Slide 9: Personal Care
Personal Care For personal use only • Two product families: • ZinClear® – broad spectrum, mineral only UV-filters for sunscreen, skincare and pharmaceutical formulations • Alusion® – plate-shaped particles to enhance colour cosmetics formulations to mask wrinkles and fine lines • Important milestone
Slide 10: ZinClear-IM launch in Australia and US
For personal use only • Successful launch in Australia • Cancer Council brand • Other large customers • 3 x ZinClear-IMTM products are commercial • Expanding product range to suit customers’ needs • US market launch progressing well • US FDA monograph to incorporate UVA rating • Positive customer fe
Slide 11: ZinClear and Alusion in Asia and global accounts
For personal use only • 25nm ZinClear® still growing in Asia for • Premium technology positioning • Silicone-compatible formulations • Alusion® approved at 2 new global accounts • Consumption expected to start in 2008 calendar year 11
Slide 12: Industrial Coatings & Textiles
Industrial Coatings & Textiles For personal use only • NanoZ® is Advanced Nano’s commercial product used in coatings and related industries to: • Protect against UV, stabilise colour, block wood tanning, increase plastics clarity or provide non- chemical biocide performance • Advanced Nano is also d
Slide 13: NanoZ products and scratch resistance development
For personal use only • 4 x NanoZ® products now available • Nanopowders dispersed in application-compatible solvents • Target applications include wood and metal coating • Scratch resistance development work progressing well • First target market is portable electronic devices • Samples submitted an
Slide 14: Plastics & Polymers
Plastics & Polymers For personal use only • Resources invested in 2007 to develop applications in plastics and rubber • Target markets are plastic applications where organic UV absorbers don’t perform well enough • Initial applications being focused on food packaging • Plastics expertise added to th
Slide 15: NanoZ trials in PET bottles and food packaging
For personal use only • NanoZ® successfully trialed for PET bottle applications • Product launch strategy being designed now • NanoZ® being trialed for other food packaging markets • Other markets (rubber, fibres) being investigated 15
Slide 16: Environmental Technologies
Environmental Technologies For personal use only • First product launched was CercatTM • Cerium oxide nanoparticle dispersion used in diesel fuel applications • Significant milestone in 2007 was the five-year supply agreement and strategic alliance entered into with Energenics • Energenics will dist
Slide 17: Energenics update
For personal use only • Energenics is a Singapore-based supplier of alternative energy solutions • Target applications for EnerCat is the clean-burn diesel fuel markets • Targeting transportation and power generation • Update from Energenics: • Engine tests being performed to optimise product • Agre
Slide 18: CY2008 Outlook & Priorities
CY2008 Outlook & Priorities For personal use only • Establish US manufacturing • Grow sales of ZinClear-IMTM in North America • Strengthen sales and marketing coverage in Asia • Obtain Personal Care formulation capabilities in Asia Pacific • Support Energenics business growth in Asia • Launch NanoZ®
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