Graphene and two-dimensional materials for silicon technology
A GRAPHENE TECHNOLOGY COMPANY - Group … · •Low cost, large volume graphene technology platform...
Transcript of A GRAPHENE TECHNOLOGY COMPANY - Group … · •Low cost, large volume graphene technology platform...
D I S C L A I M E R
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Forward-Looking Statements. This presentation contains express or implied forward-looking statements, which are based on current expectations of
management. These statements relate to, among other things, our expectations regarding management’s plans, objectives, and strategies. All statements other
than statements of historical fact could be deemed forward-looking, including, but not limited to, any projections of financial information; any statements about
historical results that may suggest trends for our business and results of operations; any statements of the plans, strategies and objectives of management for future
operations, including the timing, funding and construction of planned manufacturing facilities; any statements of expectation or belief regarding future events,
potential markets or applications, the sizes of addressable markets, expected technology developments, strategic partnerships and collaborations, or enforceability
of our intellectual property rights; any statements about the projected or expected economic or other benefits of our products compared to petroleum-derived
equivalents, future sales and any statements of assumptions underlying any of the foregoing.
Forward-looking statements are subject to a number of risks, assumptions and uncertainties, many of which involve factors or circumstances that are beyond our
control.
Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that the events and circumstances
reflected in the forward-looking statements will be achieved or occur and the timing of events and circumstances and actual results could differ materially from those
projected in the forward-looking statements. Accordingly, you should not place undue reliance on these forward-looking statements. All such statements speak only
as of the date made, and we undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future
events or otherwise.
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COMPANY HIGHLIGHTS
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NanoXplore is a graphene technology company based in Montreal, QC Canada
Mason Graphite is the largest shareholder of NanoXplore, owning approximately 25%.
✓ Largest Canadian producer of graphene and a global graphene market leader
✓ 25 tonnes/year current graphene production capacity
✓ Low cost graphene manufacturing
✓ 5 patents on graphene production and applications
✓ Two production facilities (45,000 sq. ft) near Montreal, QC
✓ Focused on graphene as an additive to plastic resins -400 tonnes/year graphene-plastic mixing and compounding line
✓ Fabricates and sells over 5 million plastics parts and assemblies per year
✓ Solid growth trajectory with 4X revenue growth year over year since 2012
✓ Significant market opportunity with potential graphene and graphene related products market size of $2.1B in 2025 growing by 46% CAGR(1)
✓ Near-term rapid growth opportunity through downstream acquisitions
(1) “Graphene: Technologies, Applications and Markets” Research and Markets 2016
LEADERSHIP WITH A PROVEN TRACK RECORD
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Luc VeilleuxCPA, CA
Chief Financial Officer
the Executive Vice President, ChiefFinancial Officer, and CorporateSecretary of Mason Graphite. Mr.Veilleux as over 20 years of executivemanagement, financial and operationalexperience in manufacturing and miningindustries including at Timcal (ImerysGraphite & Carbon) in the roles of ChiefFinancial Officer, COO and Vice-President of Finance (North America), atMaxi Canada Inc. in the roles of CEO andFinancial Director, and senior positionsat PricewaterhouseCoopers (PwC).
Jacques PoulinB.Eng., MBA,
Vice President of Sales
Jacques has over 30 years experience insales management, business development,operations and technology development inthe fields of telecommunications,renewable energy, and energy storage. Priorto joining NanoXplore, Mr. Poulin heldexecutive positions in large multinationalentities such as Global Vice President forProduct Development, Vice President R&Dand Vice President of Sales at EmersonNetwork Power. He was most recently theDirector for Energy Storage inTransportation at ABB. He also co-foundedSolpowered, a solar EPC firm.
Paul HigginsB.Eng.
Chief Operating Officer
Paul joined NanoXplore at Jan 2014 andhas been instrumental to the success ofthe company. He has held management,marketing, engineering and projectmanagement positions in both large,world class corporations (LockheedMartin, Unisys, Nortel, Emerson) andstart-up ventures (Silk Displays, DSIDatotech, Lumenon InnovativeLightwave Technology).
Soroush NazarpourPh.D.
President & CEO
Soroush is the founder of NanoXploreand has been President & CEO since2011. He is an acknowledged expert inthe field of graphene, and co-author of,“Graphene Technology From Laboratoryto Fabrication” published by Wiley & Coin 2016. Soroush holds a Ph.D inNanotechnology from the University ofBarcelona, Spain.
Denis LabrequePresident of NorCap Canada Ltd(Member of Audit Committee)
BOARD OF DIRECTORS Cameron Harris, Ph.D. President of Canadian Engineering Associates, former SVP and GM at SNC-Lavalin (Member of Compensation Committee)
Benoit Gascon, CPA, CA CEO of Mason Graphite (Chairman, Member of Compensation and Audit Committee)
WHAT IS GRAPHENE?
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•Discovered at Manchester University in 2004
•Nobel Prize 2010
GRAPHITE
GRAPHENE
Graphene Is a New Two Dimensional Carbon Nanomaterial
Great Additive to Industrial Materials
(Plastics, Batteries, Electronics, …)
•Conducts electricity better than copper
•Enhances battery capacity
•Much stronger than steel
•Transmits and releases heat
APPLICATIONS AND MARKETS
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Composites48%
Energy storage
15%
Coatings and paints
9%
TCF (non-ITO) incl. Flexible electronics
6%
Photovoltaics6%
Lubricants6%
Printed Electronics
4%
Water treatment
4%
Electronics (other)
2%
Source: Bulk Graphene Market and Pricing Report by FULLEREX, available exclusively from
www.thegraphenecouncil.org
Tires and rubbersEnhanced rolling resistance, carbon black replacement
Structural and electrical components in vehiclesWeight reduction, enhanced shielding
Energy StorageEnhanced capacity and fast charging
Paints and CoatingsFaster curing and enhanced anti-corrosion properties
Photonic and electronic enclosuresEnhanced cooling and shielding
Chemical packagingCost reduction
Medical and industrial partsEnhanced cooling and strength while reducing weight
PipesEnhanced heat transfer and strength, cost reduction
Smart textilesElectrically conductive yarns, functional fabrics
Bulk graphene market by industry application (2024)
• Low cost, large volume graphene technology platform
• Unique ability to mix with and add value to industrial materials
PATENTED TECHNOLOGY
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• 2 granted patents on processes to produce graphene and functionalized graphene powder.
• 3 provisional patents on mixing and applications derived from graphene in plastic for automotive, electronic, and packaging applications.
• Provisional patent on graphene-based formulations for graphene-silicon anodes and graphene-sulphur cathodes in Li-ion and Li-sulphur batteries.
Unique Graphene Production Technology
Proven and Patented Technology
MILESTONES
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$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
$3.5
201331 June
201431 June
201531 June
201631 June
201731 June
Actual Yearly Revenue ($M)
2016 - Commissioned full production facility with
capacity of 25 metric tonnes/year - Acquisition financing by Investissement Quebec - Round B equity financing - New graphene compounding patent
2017 - NanoXplore became a publicly traded company
(CVE:GRA)- Raised $9.7M from institutional investors and
current shareholders- Acquired CEBO Injections SA (Switzerland)
2011- NanoXplore founded
2013 - First patent on graphene production process
2014- Seed investment and partnership with Mason Graphite - Three patents on graphene production and applications- Commissioned lab production facility (200kg/year)- Round A equity financing by high net-worth individuals
2015- Commissioned pilot production facility with capacity of 4
metric tonnes/year- Opened NanoXplore GmbH, German office- New HQ in Ville St-Laurent, Montreal QC- Added plastic compounding capability (400 metric
tonnes/year capacity)
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CARBON BLACK REPLACEMENT
Currently in the planning phase for a 10,000 tonne/year production scale-up.
GrapheneBlackTM is disruptive to the carbon black market:
• Superior performance with cost reduction at smalladded weight percent
• No dependency on oil price so avoids oil marketvolatility
Perf
orm
ance
$/kg for final product
(1) MarketsandMarkets, 2015 Carbon Black market report
Global Carbon Black Market:
- 2015: 8Mt/yr - US$11.2B in revenue
- 2021: forecast of US$13.8B(1)
Major Carbon Black Producers
VERTICAL INTEGRATION
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GRAPHITE
Lac Gueret, Quebec, Canada
Tires Paints
Sport
equipmentPlastic
Pipes
3D
printing
Batteries
Automotive
Industrial Packaging
Better Plastic ProductsImproved performance at lower cost
1 Graphene Production 2 Compounding 3 Plastic Forming
Mixing graphene with plastics Acquisitions
GRAPHENE POWDER
Additive In
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Increase
market shareLighter and stronger
plastics
Product
enhancementGraphene technology injection
AcquisitionPlastic forming businesses
We capitalize on opportunities for rapid growth
through our proven acquisition strategy.
1. Acquire companies to access existing capabilities and customer relationships.
2. Inject graphene technology and proprietary products to improve products and rapidly increase market share.
GROWTH THROUGH ACQUISITON
BEST IN CLASS R&D PROGRAMS
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External R&D programs
• University of Waterloo: Li-sulphur batteries using graphene anodes and cathodes
• McGill University, ETS, MITACS: Thermoplastic compounding, rheology, electrical/mechanical/ thermal performance
• NRC: Li-ion batteries
• CTMP: Thermoplastic compounding, barrier
• Concordia: EMI and electronic enclosure
Internal R&D programs
• EMI shielding for electronic enclosures
• Graphene production and de-agglomeration
• Graphene thermoplastic compounding
SDTC Funded Program
• Project budget is $10M over 4 years
• Primary goal is to replace metal components with graphene-enhanced polymers
• Government contribution up to $3.3M
• Project launched Sept. 2017
MARKET APPLICATION: VEHICLES
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Potential Benefits for Electric Vehicles
Range increase by lightweighting
• Electric motor structural components
• Heavy duty commercial vehicle components
Improved safety with EMI shielding enclosures and advanced electronic packaging
• Sensors and data links
• Battery packaging
CORPORATE STRUCTURE
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Trading Symbols:TSX Venture: GRAUS Grey Market: NNXPF
Capital Structure:Shares Outstanding: 87.7MFully Diluted: 94.2M
Analyst Coverage:Marvin Wolf
Last Equity Raised:C$9.7M at C$0.45/shareClosing on August 2nd 2017
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