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Quantum Dots: Market Opportunities & Competitive Advantages

Explore the vast market opportunities in authentication, electronics, and life sciences offered by Nanoco™ Quantum Dots. Unveil the competitive advantages, threats, and investment proposition in this innovative technology sector.

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Quantum Dots: Market Opportunities & Competitive Advantages

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  1. 1. What We Make 2. Market Opportunity 3. Competitive Advantages 4. Threats & Risks  5. Investment Proposition

  2. Market Opportunity: APPLICATIONS • Authentication: anti-counterfeiting tags (CD’s, packaging, fabric, documents, currency...) • Electronics: LEDs, displays, photovoltaics, etc • Life Sciences: diagnostics, biological sensors, drug delivery, etc

  3. Market Opportunity: MARKET DEVELOPMENTNanoco™ projected % activity by segment

  4. Market Opportunity: MARKET DEVELOPMENTNanoco™ projected % revenue by source

  5. Market Opportunity: SALES ACTIVITY IN EIGHT WEEKSSTART POINT • July: No product. No Web site. No staff • Aug – Oct: Intensive production testing • ‘Free Evaluation Sample’ program • Automated enquiry Website • 1 press release + NanoSig Global 2000

  6. Evaluation Samples: NASA Oak Ridge National Lab. Nanosys/QDot New Light Cal Tech Southwest Research Peking University QinetiQ (UK MoD spin-out) British BioCell Dept. Biophysics, Hungary (More) R&D/LicenseDiscussions Oak Ridge Innovision Cal Tech UK Ministry of Defense Samsung Matsushita Biocode BMW VW Securency (More) Market Opportunity: SALES ACTIVITY IN EIGHT WEEKS

  7. Market Opportunity: Sales Discussions in 8 Weeks AUTHENTICATION • CDs, cigarettes, currency, clothing, packaged goods, fine art...... • Billions of lost tax rev. & taxable profits • Many billions of items • 0.025 to 0.3 cents per tag for NanoDots • $25,000 - $300,000 per million packages • Plus license fees on turn-key solutions

  8. Market Opportunity: Sales Discussions in 8 Weeks ELECTRONICS • Photovoltaic portable devices • Photochromic materials • Plastic solar cells/roofing tiles • Plastic light emitting diodes • Flat screen displays Smaller quantities but higher margins than authentication

  9. Market Opportunity: Sales Discussions in 8 Weeks LIFE SCIENCE • Measuring cells’ immune receptors • Tagging monoclonal antibodies • Colocalization measurements • Simultaneous molecular tracking Very small quantities; higher margins

  10. Market Opportunity: NANOCO PROJECTED REVENUEBased Only On Discussions To Date

  11. Market Opportunity: COST & MARGINS • Very significant margins in R&D product • Very significant economies of scale • Excellent production yields • QC cost flat up to 100 gm batches • High volume QC process underway • Good fee & license prospects

  12. Market Opportunity: COMPETITIVE SCENARIO • Applications builders making dots  • Nobody focusing solely on ‘our’ space • No infringing scalable methodology/IP

  13. COMPETITIVE ADVANTAGES 1. INTELLECTUAL PROPERTY • Patents granted in U.S. and E.U. (#’s. 09/043,258 & 96927134,5) • Only extant method of making production volumes of dots. • Various additional/divisional patents in process

  14. COMPETITIVE ADVANTAGES 2.FIRST MOVER ADVANTAGE “Nanoco is the most successful entrepreneur in the formidable task of developing and commercializing Quantum Dots.” NanoAnalytics, Los Angeles, CA, Oct 2002

  15. COMPETITIVE ADVANTAGES: FIRST MOVER “Many labs in China show much interest in QDs' application in biology and other areas. But there was no commercial products supplied before Nanoco. I  think China market is large and the commercial opportunity is attractive.”Yinlin ShaDept. of BiophysicsPeking UniversityNov. 1st ‘02

  16. COMPETITIVE ADVANTAGES 3. MANAGEMENT TEAM • Science/research PLUS business/marketing • 300 + papers on nano-particle synthesis • Significant start-up business experience • Sales presence established in U.S. and E.U.

  17. COMPETITIVE ADVANTAGES: TEAM FOUNDER: PROF. PAUL O’BRIEN • Head of Chem. & Materials Science, Manchester Univ. • Most published scientist in nanoparticle synthesis • Inventor of patented ‘single pot’ production method for NanoDots • Avalailable 20% – 100%

  18. COMPETITIVE ADVANTAGES: TEAM CEO: IAIN WOOLWARD • Multiple tech. launches • 25 yrs in Silicon Valley • Extensive marketing (ex. Saatchi, etc.) • Bootstrapped own $65MM business • Good global experience • On 4 person mgmt. team on $800MM rev + IPO 18 mth. start-up

  19. COMPETITIVE ADVANTAGES: TEAM EXCELLENT SCIENTIFIC TALENT POOL • Univ. of Manchester: 27,000 students • University is Nanoco shareholder • Highly talented post-doc nano-group • Highly international/Asian • Relatively affordable • Highly available full time/part time

  20. COMPETITIVE ADVANTAGE 4.SUSTAINABILITY • World-class nano facilities from existing shareholder (Univ. of Manchester) • Very low burn rate • Revenues (+ profit?) < 6 months...or • .... we can wait it out.

  21. COMPETITIVE ADVANTAGES 5. SCALABILITY • Only proven scalable methodology • No significant financial barriers to scale

  22. THREATS & RISKS • Profitable app’s may materialize slowly • Alternative scalable method may lead to… • Race for market share & price war • Corp. giant might assault our IP

  23. INVESTMENT PROPOSITION • Q1/Q2 2003: Seed of $500,000+ • (Possible Q4 2003: Series ‘A’/Final) • Seed: ‘Convertible Preferred’ • 3 year loan @ 18% compound a.r.r. • Possibly semi or wholly secured • Extensive warrants for upside • Controlling interest upon default

  24. INVESTMENT PROPOSITION ADVANTAGES TO INVESTOR • Low risk debt instrument • Fair annual return locked in • Liquidity locked in • Lots of upside with warrants • No argument over valuation • Control in case of default

  25. INVESTMENT PROPOSITION USE OF SEED FUNDS • Grow global sales • Optimize economies of scale • 2nd generation nano-particles • Extend IP on production methods

  26. INVESTMENT PROPOSITION SUMMARY • Affordable • Diversified bet across multiple app’s. • Low risk investment vehicle • Revenue/profit ready • Powerful IP position • World-class/world-wide team

  27. CONTACT DETAILSIain Woolward, CEOIainwoolward@nanoco.biz408 718 4457

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