INVESTOR BRIEF BENEFITS OF ssDSC

INVESTOR BRIEF
DYESOL | Global Leaders in Dye Solar Cell Technology
INVESTOR BRIEF
BENEFITS OF ssDSC
October 2014
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Dyesol is a renewable energy supplier and leader in Solid
State Dye Solar Cell (ssDSC) technology – 3rd Generation
technology that can be applied to glass, metal, polymers or
cement – effectively turning buildings into energy
generators.
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Dyesol manufactures and supplies high performance
materials and is focussed on the successful
commercialisation of ssDSC photovoltaics.
Dyesol are global leaders in Dye Solar Cell Technology.
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Performs well in all light conditions - shade, cloud and
pollution
Aesthetically appealing - colour/transparency options
Flexible - can be applied to glass, metal, or porous
building materials and integrated into the building
envelope
Sustainable - uses widely available raw materials
Cheaper to manufacture than silicon solar panels
Low environmental impact – payback is 2 to 3 times
better
Scalable process makes high volumes achievable
COMPANY OVERVIEW
GLOBAL OPERATIONS
Dyesol is an Australian headquartered company with key
international operations and partnerships in the UK, Italy,
Turkey, Korea, Japan, Singapore, Switzerland and South
Korea.
STRATEGIC PARTNERSHIPS
Dyesol partners with leading multinational building material
suppliers that possess strong brands and established routes
to market and are seeking to embed ssDSC technology into
their products to diversify their product offering.
Dyesol is publicly listed:
Australia
Germany
USA
ASX: DYE
FWB: D5I
OTCQX: DYSOY
Shareholder registry: Computershare Investor Services
Tel: 1300 787 272, www.computershare.com.au
DYE SOLAR CELL TECHNOLOGY
Solid State Dye Solar Cell (ssDSC) technology is a
photovoltaic technology based on applying low cost
materials in a series of ultrathin layers encapsulated by
protective sealants.
Dyesol’s technology has lower embodied energy in
manufacture, produces stable electrical current, and has
strong competitive advantage in low light conditions relative
to 1st and 2nd Generation technologies. This technology can
be directly integrated into the building envelope to achieve
highly competitive building integrated photovoltaics (BIPV).
Dyesol operates a ‘Capital Light’ business model and avoids
the costs and risks associated with investment in
manufacturing facilities. Current strategic partners include
Merck, Tata Steel UK and Sigma Aldrich.
RESEARCH AND DEVELOPMENT EXPERTISE
Dyesol works to a focused Technology Development Plan.
This milestone driven research and development (R&D)
program aims to improve efficiency, production processes,
performance and long-life product durability as steps to
mass production.
STRONG IP PORTFOLIO
Dyesol has a strong Intellectual Property (IP) portfolio
One of three active, original patent licensees of EPFL
20 granted or pending patents (cell design and
manufacture, materials and equipment), providing
significant barriers to market entry to competitors
Total understanding of DSC technology system
$120+ million and 800+ man years R&D investment
Technology Development Plan capable of delivering
grid competitive industrial efficiencies
The key material layers include a hybrid organic-inorganic
halide-based perovskite light absorber, nano-porous metal
oxide of titanium oxide, and an organic semiconductor.
Light striking the absorber promotes an electron into an
excited state, followed by a rapid electron transfer and
collection by the titania layer. Meanwhile the remaining
current.
Dyesol Investor Brief, October 2014
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INVESTOR BRIEF
DYESOL | Global Leaders in Dye Solar Cell Technology
CAPITAL STRUCTURE
ASX:
52 Week Range AU: $0.20 to $0.45
Total Shares on Market: 303,866,443
Market Capitalisation: $71.40 million
Shareholders: 7,000+
Frankfurt:
52 Week Range EUR: 0.131 - 0.305
HIGHLIGHTS AND MILESTONES
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Recapitalisation of Dyesol with strategic investment from National Industrialisation Company of Saudi Arabia ($5B Tasnee)
secured with Board representation confirmed
Tasnee $10m cash received on issue of 55,555,556 Dyesol shares at 18 cents per share this reporting quarter
Investments leaders, such as Dow Chemical & First Solar have kick-started recovery of solar sector investment, focus on BIPV
EPFL and Dyesol announce game changing developments in durability and solid state DSC technology
Rapid upgrades to solid state efficiency – trajectory of recent R&D makes 20%+ achievable in near to medium term
New strategic partnerships in negotiation in Australia
Revival of joint commercialisation opportunity in Turkey (Nesli)
Dyesol has purchased the remaining share in Dyesol-Timo held by Neoarena, firming its footprint in Korea
Dyesol now has the most comprehensive catalogue of ssDSC materials available internationally
Dyesol has announced a global distribution agreement with leading chemical supplier Sigma-Aldrich (Merck)
Technical Advisory Board, chaired by Michael Graetzel, ticking-off milestones including achieving 16% Lab Efficiencies at NTU
and 10.5% Industrial Glass Strip Cell Efficiencies in Australia
Dyesol signs landmark Letter of Intent relating to a Proposed Distribution Agreement with Tata Steel UK
THE BIPV MARKET
DYESOL MANAGEMENT
The global market for BIPV is growing rapidly and estimated
to grow to more than $22.8 billion by the end of 2018. ssDSC
is a game-changer – enabling all building surfaces, in all
directions, to be used to generate clean energy, even in lowlight conditions.
Dyesol’s global executive team is comprised of specialists in
their field who work closely together to develop and implement
Company strategies on behalf of the Board.
Managing Director: Richard Caldwell
Chief Financial Officer: Kian Niu
Company Secretary: Kim Hogg
It is Dyesol’s strategy to have Non-Executive Directors
making up the Board – bringing the ideal mix of skills and
proven experience.
Chairman: Ian Neal
Directors: Gordon Thompson
Tony Shirfan
Gerald Grove-White
Nicola Swift
Dyesol - Global Leaders in Dye Solar Cell Technology
Dyesol Limited | ABN: 92 111 723 883
3 Dominion Place Queanbeyan, NSW 2620 Australia | PO Box 6212, Queanbeyan, NSW 2620 Australia
Tel: +61 2 6299 1592 | Fax: +61 2 6299 1698 | [email protected] | www.dyesol.com
Dyesol Investor Brief, October 2014
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