Dais Analytic Overview
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Transcript of Dais Analytic Overview
Applied Nanotechnology
“Fulfilling 21st Century
Energy and Water Market Demands”(OTCBB: DLYT)
Dais Analytic Confidential & Proprietary Information October 2009-V1.2 Page 1
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Introduction/Agenda
Tim Tangredi, CEO of Dais (OTCBB: DLYT)
Safe Harbor
Daiso Business Opportunity/Overview
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Safe Harbor• The materials in this presentation about Dais Analytic Corporation contain
various forward-looking statements and include assumptions concerning DaisAnalytic's operations, future results and prospects.
• These forward-looking statements are based on current expectations and aresubject to risk and uncertainties. In connection with the "safe harbor" provisionsof the Private Securities Litigation Reform Act of 1995, Dais AnalyticCorporation provides the following cautionary statement identifying importantfactors which, among others, could cause the actual results or events to differmaterially from those set forth or implied by the forward-looking statements andrelated assumptions.
• Such factors include the following: (1) the current state of development of ourplanned products; (2) risks associated with international operations andexpansion, (3) unproven business plan, and (4) demands of the competitiveglobal economy that may generate new or enhanced competitors. These andother risks are discussed in greater detail in the Dais Analytic CorporationPrivate Placement Memorandum.
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ObjectiveShare the story of a global Clean-Tech opportunity
• Nanotechnology focused on Energy and Water uses
• ‘Moving Molecules v. Using Motors & Machines’
“Deep bench” of applications
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The Product
Product’s technicalDescription:
o“Nano-structured High ChargeDensity electrolyte”
“Smart” Saran wrap
Scaled and Selling
Four key attributeso Selectivity: Discriminatingo High Flux: Water lovingo Hermetic: Solido Cost: Applications sensitive
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Energy Storage(Ultracapacitor)
Waste WaterTreatment &
WaterDesalination
Heating,Ventilation and
Air-Conditioning(HVAC)
Energy & Water ApplicationFocus
“The Product”
- Applications are created by:oVarying the material’s
configurationo Content on each face of the
membrane: Gas Liquid(s) Combination
Product Applications
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Opportunity Summary• Product: $30M & ten years commercializing the ‘smart plastic’ and its
applications
• World-wide markets : Growing demand topping billions of dollars
• Business Model: (1.) Sell valued added products, (2.) License/Supplymaterials or value added products (3.) Spin-offs.
• Potential: Ability to generate $5B+ in revenues within a decade.
WaterTreatment &Desalination
$30 billionmarket
Heating, Ventilation, andAir Conditioning (HVAC)
$74 billion US market($189 billion international)
EnergyStorage
$2 trillion marketpotential by 2020
Dais Analytic – The Company
• Tampa Bay area, started in ’99
• Selling product
• HVAC component
• 4 prestigious industry awards
• NEWS FLASH:
185% increase in Q2 ’09 revenues from Q2’08
$200M Genertec Agreement, otherscoming …
• Strong and growing patent position
IndustryAwards
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The Applications
- (Commercial)
- (Prototype)
- (Prototype)
- (Development)
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“Solid State High Efficiency Fixed PlateEnthalpy Energy Recovery Ventilation”
Market Value Proposition:A. Energy savings ranges from 5 – 58%
B. Commercial Sales – ROI, Residential Sales – “Healthy Air”
C. No moving parts, or cross air-flow contamination
D. Pre-condition incoming air with energy found in the exhaust air
E. Market: $400M US North American growing at 20% annually
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The Next Generation of Refrigerationand Heating/Cooling Equipment
Market Value Proposition:
A. 50% plus less energy consumed and CO2 produced- ‘Split’ the management of water and heat content in the air
B. No fluorocarbons are generated (no CFC/HFC are used; onlywater)
C. $180B plus annual market
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“A simple yet elegant process to cleansalt or waste water into clean water”
Market Value PropositionA. 25 – 75% less energy consumed
B. 5 – 50% less expensive to build/operate
C. Simple: Little or no fouling, Little to no ‘pre’ and ‘post’ watertreatment
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“A multifaceted, powerful, promisingenergy saving device”
Market Value PropositionA. Projected 3X energy improvement than a Lithium Ion battery
A. “Smart Grid”, and improve Wind and Solar renewable energyavailability/efficiency
C. 3 year development program: GE & Genertec see ‘it’
D. $2T – and growing – global market
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Core Management TeamTim Tangredi, CEO. Strategy, P&L, execution, channel development, & licensing experience,AT&T, Raised $15M for Dais, Foreign joint venture and License experience, founder of AegisBiosciences (bio-materials licensing), MBA from Rensselaer Polytechnic Institute
Scott Ehrenberg, CTO. IBM R&D, strong background in electrolytes & uses, nanostructurematerial design and fabrication, manufacturing line start-up and scale, supply chainprocurement and management, co-founder Tessera Inc. holder of 15 US patents. BS – Physicsfrom Penn State
Bob Brown, VP of Marketing. 10 years as CEO of digital mapping company with revenues of$30M, and 500 people. 30- years experience selling to utilities, and industrial customers.International joint ventures, and technical business marketing distribution chain (procurementand sales) skills.
• Judith C. Norstrud, CFO. Ms. Norstrud began her career at Fraser & Company, St. Petersburg, FLmoving to PricwaterhouseCoopers, LLC, to Pender Newkirk, LP in Tampa in 1999, and in 2002 tocurrent -Partner at Norco Accounting and Consulting, in Tampa. Skills include SEC filings,compliance laws/regulations, audits, internal control review, and due diligence for acquisitionand mergers. Judy is a CPA holding a Masters in Accountancy (’92) and a Bachelor of Sciences –Accounting from the University of S. Florida (‘90). Judy is a member of AICPA – AmericanInstitute of Certified Public Accountants.
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Dais’s Board of Directors•Raymond J. Kazyaka, Sr., President/CEO – Wright Malta Corporation. Ray lead theacquisition of a GE spin-off business in 1980 with revenues reaching $55M at its peak . TheCompany and its shareholders voted to liquidate in 2004 (large property holdings of WMpurchased by developer, aged management team, profitable) , Board member since 1998
•Walter J. Robb, PhD. Robb, former SVP and Director of GE Global Research Center inNiskayuna, has invested in 25 start-up companies since 1990. CEO of Vantage Management,Inc. a NY based consulting firm. Robb had a 42-year career at GE that led to the creation ofGE’s Medical Imaging business. He invented a membrane that was a precursor to animproved artificial lung, and in September 1993, he received the National Medal ofTechnology from President Bill Clinton. An investor in Dais since 2005, and a Board membersince December 2008.
•Robert W. Schwartz, Managing Director, Schwartz , Heslin Group founded in 1985 andserves as one of its Managing Directors. Mr. Schwartz specializes in corporate planning,finance and development. Prior to SHG, he was a Chief Executive Officer of a high techtelecommunications company (Windsource, Inc.), Chief Operating Officer of an AMEX(Coradian Corporation), and he was also the Chief Financial Officer of Troy-Built (a majormanufacturer of outdoor power equipment).
•Tim Tangredi, Chairman – See “Management Team” page
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Summary
• Nanotechnology family of materials & processes- ‘Family’ of smart polymers
- Proven in Commercial application
- Different configurations address many applications/industries
• Energy and water ‘centric’ applications focus havingstrong , world-wide appeal– Potential $5+ billion business in Year 10
– “Clean-Tech” with a financial upside
• Resources– Market awareness, Capital, Leverage Relationships, Team
additions …
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Appendix
Thank you!
“I know not what the future holds, but I know who holds the future. (Anonymous)”
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- Energy RecoveryWish to see a ConsERV system ‘in action’?
• First beta sale (November 2002)• Florida Power and Light; Daytona Beach• Login information:
http://68.16.163.6:8080/stations/fpl/web/Main.html
Login: fpl Password: guest Select 'ERV' on the left side of the screen
• Real-time data• Look at ‘Ton’s Saved’
• Basis for the FP&L Rebate program
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Moisture Transfer Membrane
Nano-scalemembrane
• Organized into“domains” 5 – 20nm across
• Does not allowoxygen, nitrogen,etc. to cross
• Charge structureabsorbs andtransfers individualwater molecules
• Driven bydifference in vaporpressure of water
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Daytona BeachCommunity College• Daytona Beach, FL• 6000 ft3/min indoor unit
ConsERV- Showcase Installations
Campagana Homes, Tampa,Florida• 6,600 sq/ft custom home• 300 cfm unit
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- Energy RecoveryConsERV v. Enthalpy Wheels & Other Fixed Plate ERVs
Technology Anti-microbial polymer membrane with nanotech
transmission of water molecules
Fixed plate = dessicant coated paper
Wheel = rotating, dessicant coated honeycomb
AHRI 1060 certified effectiveness AHRI 1060 certified effectiveness
Fixed Plate = 70% sensible, 38% latent, 48% total
Wheel = 68% sensible, 60% latent, 64% total
No airstream communication/leakage and no moving
parts allows a wider range of applications
Air stream communication/leakage ranges from 2%
to 12%
Enhanced reliability = safely reduce CAPEX costs for
HVAC equipment up to 35%
Will not run if motor, belt or bearings fail =
engineers will not downsize HVAC equipment
No condensate - no need for drain line, no clogging,
mold, etc.
Other fixed plate products are paper based (mold,
fungus, structural collapse)
Fixed Plate form factor with high performance allowsfor wider qualification for utility rebate programs
Wheels require larger maintenance area, morefrequent repairs to moving parts
Parasitic energy to spin wheel = reduced savings
Aluminum and painted or galvanized steel units Painted or galvanized steel
Configurations up 50,000 cfm (cubic feet per minute
of airflow)
Fixed plates up to 6,000 cfm
Wheels up to 100,000 cfm
10 year core warranty 5 year warranty for wheels standard
Vacuum twice a year if needed Need regular maintenance on moving parts
System Price $1.90 - $5.25 (5,000 CFM)/0 - 7 yr payback $1.30 - 6.25 (5,000 CFM)/0 - 7 yr payback
Maintenance
Other Fixed Plate and Wheel ERVsConsERV
69% sensible effectiveness, 60% latent, 65% total
(sensible = temperature, latent = moisture)
Core
Performance
Benefits
Box Flexibility
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NanoAir v. Conventional HVAC Systems
Confidential - Not for Disclosure
28 EER peak, 20-24 ave as a
stand-alone unit Highest AHRI certified EER = 15.0, Ave 12-13
48 EER in 100% outside air unit
w/ConsERV
13.5 EER for core/wheel hybrid 100% OA unit
(SEMCO REV-6000 tested at Oak Ridge NL)
Ultra-efficient 100% OA system Current systems cool OA to 55 F, reheat to space-
neutral 72 F, and cool again to 55F
Chilled water dehumidifierpartners well with high efficiency
radiant cooling systems
External condensation with drains not practical in
preferred ceiling installations
Stand-alone dehumidifier Current dehumidifiers increase sensible heat load
Evaporative cooling tower with
low maintenance, increased safety
= use in small systems
Stand-alone chiller
Decoupled temperature &
humidity control Stop cooling and you stop dehumidifying
More efficient part-load operation
(raise air temperature instead of
cycling off)
Fixed-speed compressors dump heat to reducecapacity instead of slowing down
Water is the working fluid Global Warming Potential = 1300 to 1900 times CO2
Inexpensive, low pressure plastictubing
Copper tubing needed to withstand pressureand limit refrigerant leakage
5 Ton
SystemMFG Cost
$2,300 - 24 EER $2550 (Average: Trane, Carrier, & Rheem - 15 EER)
Conventional HVACNanoAir
Exposed water limits cooling towers to large systems
Missing maintenance causes health risk(Legionaire's Disease, mold growth)
Evaporative cooling raises efficiency Mature technology, improvements are expensive
No HCFC or HFC fluids needed Transitioning from HCFC to HFC fluids
Refrigerant
Energy
Usage
Displace traditional HVAC, establish Reached efficiency plateau in a variety of systems
Application
Sophisticated controls are needed just to compensate for
Control
More sophisticated control is
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NanoClear v. Reverse Osmosis Water Treatment/Clean-Up
Multi-Staged Vapor Compression Multi-stage
Parallel Stage Direct Impingement [1]
Solar Pond
[2]
Vapor Comp 3.0-4.0 kWh/m3 2.5 to 3 kWh/m
3@ >10
4m
3per day
Direct Impingement .1 to .3 kWh/m3
Solar Pond: .1 to .3 kWh/m3
No regeneration required Regen timing dependant on water quality
No fouling or scaling Lifetime dependant on water quality - 2yrs
No chemicals required Chemicals required to protect membrane
Extremely long lifttime - unknown limit
Vapor Compression ~75% 45-65%
Direct Impingement = ~75%
Solar Pond >95%
Vapor Comp - Serially Staged Trains Serially staged trains
Direct Impingement - Parallel Multi-Pass
Batch Processing
Cost $.25 to $.33 (projected) M3, desalination $.50 to $1 (actual) M3 - desalination
[1] Can be powered by ocean thermocline or geothermal strata temperature differences
[2] Vapor Capture closed heat cycle
Plant Construction
Low Pressure Plastic Piping High Pressure Stainless Steel
Electrical
Usage
Membrane Characteristics
Capture Percentage
Water Quality Independent Water Quality Dependant
Simple 20 um particle pre-filtration Complex Multi-Stage Pre-filtration/treatment
Process
By Process (Independent of plant size)
Reverse OsmossisNanoClear
3 Distinct Low Pressure Membrane Processes Single High Pressure Membrane Process
RO (Dependant on Plant Size)
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Ultracapacitor
NanoCap v. EDLC Capacitors & Lithium Batteries
Confidential - Not for Disclosure
NanoCapRedox battery/
electrostatic capacitor
EDLCElectrostatic
capacitor
Lithium IonElectrochemical
ion-exchange battery
Wh/kg397 @ 48 V
3800 @ 150 V4 to 8 150
W/kg>1500 continuous
8000 pulse
>1500 continuous
8000 pulse
200-400 continuous
3500 pulse
Wh/L715 @ 48 V
7000 @ 150 V15 400
Cell Voltage 48 to 500 3 4.2
Heat I2R lossesI2R losses,
ion transport losses
I2R losses,
electrolyte polarization
ESR 70- 100 mW 65 mW 11 mW
Self-Discharge 2% per month 50% per month 2% per month
Cycles 10,000 to 100,000 1,000,000 3,000
Temp Range -40 to +85 C -40 to +65 C -30 to +60 C
Charge Cycle
Efficiency.90 to .95 .80 to .90 .70 to .85
Cell TypePrismatic,in parallel
Spiral wound,in series
Spiral or prismatic,in series
Cell Size 10 x 10 x .0025 cm 17 x 8 cm 14 x 7 cm
Cell Volume 1 L ~ 800 cells 1.7 L ~ 144 cells 1.4 L ~ 170 Cells
Cost $/Wh $70 - $91 (low - high) $180 - $410 $150 - $300 (GM)
Packaging
Energy Metrics
Parameters
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Dais Analytic Corporation11552 Prosperous Drive
Odessa, FL 33556727-375-8484
www.daisanalytic.comwww.conserv.com