ARCHER MATERIALS LIMITED — AGM Information 2024

Nov 19, 2024

Archer Materials AGM Presentation | November 2024

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AGM Presentation | November 2024
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Directors

ASX Code: AXE

CORPORATE SNAPSHOT

Greg English Ken Williams (Executive Chair) (Non- Executive Director) LLB, BE (Mining) B.Econ (HONS), MAppFin, FAICD

Management

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Damien Connor Dr Simon Ruffell
(Chief Financial Officer / (Chief Technology Officer)
Company Secretary) PhD, MEng
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Bernadette Harkin (Non- Executive Director) MBA, GAICD

Shares on Issue Share Price 255m $0.39 12 November 2024 Market Capitalisation Cash Debt TOP 20 Nil $99m $16m

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Shareholders
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21%

30 September 2024

CA GAICD AGIA B.Com

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AGM Presentation | November 2024
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Archer Materials is building on its foundation of carbon-based
technologies to develop products that will help solve critical problems.
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Quantum Technology

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A carbon-based quantum device for applications like sensing and computing and the possibility of integrating with other electronics.

Biochip

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Highly sensitive, chip-based graphene sensors for at-home management and treatment of chronic diseases.

TMR Sensor

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TMR sensors are more sensitive, have higher bandwidth and lower power consumption.

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Technology development strategy focussed on megatrends.
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o Quantum computing offers unprecedented processing power for solving complex problems ARCHER TECHNOLOGIES Quantum o Advanced quantum sensors allow for highly precise measurements o Quantum computing accelerates AI algorithms, enhancing machine learning, pattern 12CQ Project Technologies

• Quantum computing accelerates AI algorithms, enhancing machine learning, pattern recognition, and data processing

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• Increased focus on “at home” care.

Ageing o Development of easy-to-use home diagnostic tools that allow elderly users to monitor chronic conditions like diabetes, cardiovascular health, and kidney function. Population o Focus on cost-effective solutions that make home testing affordable, potentially reducing the burden on the public healthcare system

ARCHER TECHNOLOGIES Biochip

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o Increasing use of data analytics and big data technologies – exponential growth in data centres o New technologies required to make data centres more efficient and cost-effective o Technological advancement driving exponential growth in the digital economy

ARCHER TECHNOLOGIES

Digitalisation

TMR sensor

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o Structural trend driving exponential growth of renewable energy sources o Existing transmission network unable to cope with influx of renewable energy o AI and technology solutions are required to make the network stable

Archer is assessing new technologies for development

Decarbonisation

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Biochip – the problem & addressable market

Archer is developing a biochip that uses the highly sensitive, high speed, low power sensors to detect ions that could be integrated into a lab-on-a-chip device for advanced medical diagnostics.

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Chronic kidney disease affects more than 850 million people (>10% of the population).[1]

Abnormal potassium levels can be lethal → kidney disease patients are at high risk as the kidneys control electrolytes like potassium.

Testing can only be done in a clinical setting with analysis done via a lab. Current testing is performed monthly, which is too slow and not done frequently enough.

US$3B total addressable of the >US$80B renal disease market.[2]

Extendable to heart disease and treatment.

Extendable to other ion sensing applications in medicine and agriculture.

1. Kidney Care UK “1 in 10 people…”, Hill N. et al. PLOS ONE (2016)

2. Yole “Biosensors Marketing Report 2024-32”, Market Research Future “Renal Disease Market Report”. Bottom-up estimate using refs above

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Biochip – a ‘lab-on-a-chip’ for at home testing

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Developing a biosensor, based in graphene field effect transistors (gFET) to test for potassium in chronic kidney disease.

High accuracy to bring testing for diseases like chronic kidney disease into the home at a low cost.

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Game
changing
at-home
potassium
testing
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High frequency of Improved Potassium lowering Patients in remote
testing enables treatment for drugs produced by areas are
physicians to more dialysis patients. pharmaceutical empowered to
effectively monitor companies could be take-action before
and manage patients safely and regularly its too late.
with the best prescribed.
available therapies
and treatment.
MUTUAL BENEFIT FOR ARCHER AND DRUG COMPANIES
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Biochip – Potassium Sensing - Status

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Proof of concept Feasibility Development & Optimisation - - - - - - - - - Launch
Initial data BEGINNING THESE PHASES
Foundry
supplier
Work ramping up in Sydney-Archer
sourced
Forming partnerships with global diagnostics companies
Academic
Data from partner
support
Building access to clinical advisors, potential trial locations
Building academic partnerships in Australia
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Quantum technology

Carbon Materials

Applications

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Nano-onions Patternable films
Carbon film on 5mm5mm Si/Si02 substrate
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Magnetometers MHz to THz detectors Magnetic microscopes Qubits

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Quantum computing enables hundreds of use cases each with
significant value-creation potential.
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SIMULATION OPTIMISATION Precisely and Efficiently optimise efficiently simulate solutions from the dynamics of a complex and quantum system. large data.

Pharma: drug discovery $40 billion to $80 billion

Logistics:

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4 types 100+ of computational USE CASES problems and how Machine learning quantum computing applications will addresses them. impact most, if not all, industries.

network optimization $50 billion to $100 billion

Aerospace: computational fluid dynamics $10 billion to $20 billion

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Insurance:

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risk management $10 billion to $20 billion

Chemistry: catalyst design $20 billion to $50 billion

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Finance:

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portfolio optimization $20 billion to $50 billion

Energy: solar conversion $10 billion to $30 billion

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Aerospace:

Finance: market simulation (used in derivatives pricing) $20 billion to $35 billion

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route optimization $20 billion to $50 billion

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MACHINE LEARNING CRYPTOGRAPHY Process data sets to Improve encryption reduce noise and protecting critical simplify computations information. faster.

Automotive:

Government:

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autonomous vehicle AI algorithm design Up to $10 billion

encryption and decryption (related to secure communications and cybersecurity)

Finance:

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money laundering and fruad prevention $20 billion to $30 billion

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Corporate:

encryption (related to secure communications and cybersecurity) Up to $10 billion

Tech:

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generative, foundation and horizontal AI $50 billion to $100 billion

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Source: BCG analysis. Note: USD.

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Archer considers quantum technology to be the next great technological advance.
Expected large scale adoption after 2030.
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Adoption of quantum tech expected to increase with quantum hardware maturity

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Quantum computing is expected to rapidly increase in share of total quantum value

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Sources: BCG analysis

Krelina, “Quantum technology for military applications” EPJ Quantum Technology (2021); IBM quantum roadmap; IonQ quantum roadmap

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Quantum technology – Status

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Recently bolstered manufacturability and scalability with a new carbon film.

Probing microscale volumes of carbon material using pESR chip.

Working with external collaborators to make progress on three fronts:

• Improving materials properties and scaling to wafer-scale synthesis and processing;

• Developing microwave resonant circuits to both probe and later control electron spin; and

• Begun work on electrically detected spin resonance for readout.

Building on team’s expertise to investigate TMR sensors

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Archer set to tap into high growth TMR sensor market

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Overseas foundry to develop a tunnel magnetoresistance (“TMR”) sensor for Archer for commercial use in industrial applications.

TMR sensors are ideal for many applications, including artificial intelligence, data centres, automotive, and the Internet of Things (IoT).

TMR leverages quantum phenomena to provide a performance edge over classical incumbents.

Part of Archer’s[12] CQ project, and leveraging its expertise in quantum mechanics to design advanced TMR sensors. Archer will finalise its TMR sensor design in the coming weeks, with the first prototypes to be delivered before the end of the year.

Early next calendar year, Archer will commence work to optimise the TMR sensor design and engage with potential customers, potentially bringing forward revenue opportunities while it continues[12] CQ quantum development.

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TMR Sensors – Key benefits

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High Sensitivity and Accuracy Ideal for detecting very small magnetic fields. Bidirectional sensing capabilities Low Power Consumption Enables use in battery-powered devices. Versatility Suited for various industries, including (but not limited to) automotive, medical devices, and IoT.

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Two-Year Milestones

Year 1

Complete R&D phase and prototyping with MultiDimension Technology. Secure partnerships with manufacturers in key industries.

Launch pilot projects in key verticals with initial customers.

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Archer has the foundations in place to advance its technology towards commercialisation in global markets.

Future technologies

Archer’s devices look to solve high value problems.

Strong partnerships

Archer has partnerships with foundries to help manufacture its technologies and with leading research institutions to help develop it’s technologies.

Growing markets

Archer’s technologies have a range of applications across growing markets such as medical diagnostics, data centres, IoT, and automotive.

IP portfolio

A growing IP portfolio of granted and pending patents across key markets such as North America, APAC, and Europe.

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AGM Presentation | November 2024
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/ Summary of Proxies Received

/ Summary ofProxies Received
	Votes For	Votes Against	Discretion of Proxy	Abstentions	Excluded
ORDINARY RESOLUTIONS
RESOLUTION 1 - Adoption of Remuneration Report ‘That the Remuneration Report for the year ended 30 June 2024 be adopted’	18,169,584 80.99%	3,617,597 16.13%	646,777 2.88%	226,953	12,453,683
RESOLUTION 2 - Re-election of Kenneth Williams as a Director ‘That Kenneth Williams be re-elected as a Non-Executive Director of the Company.’	31,271,388 89.19%	3,125,137 8.85%	664,777 1.89%	53,392	-
RESOLUTION 3 - Approval to issue Incentive Options to Director Gregory English ‘To approve the grant a total of 5,000,000 Incentive Options to Gregory English, a Director of the Company, or his nominee, as described in the Explanatory Memorandum.’	17,030,196 76.23%	4,643,171 20.78%	669,002 2.99%	318,542	12,453,683
RESOLUTION 4 - Approval to issue Incentive Options to Director Bernadette Harkin ‘To approve the grant a total of 3,000,000 Incentive Options to Bernadette Harkin, a Director of the Company, or her nominee, as described in the Explanatory Memorandum.’	17,435,896 78.04%	4,237,471 18.97%	669,002 2.97%	318,542	12,453,683
RESOLUTION 5 - Approval to issue Incentive Options to Director Kenneth Williams ‘To approve the grant a total of 3,000,000 Incentive Options to Kenneth Williams, a Director of the Company, or his nominee, as described in the Explanatory Memorandum.’	17,425,196 78.00%	4,248,171 19.01%	669,002 2.99%	318,542	12,453,683
SPECIAL RESOLUTION
RESOLUTION 6 - Approval of 10% additional placement capacity ‘That, for the purpose of Listing Rule 7.1A, approval is given for the Company to issue Equity Securities totalling up to 10% of the issued capital of the Company (at the time of the issue) calculated in accordance with the formula prescribed in Listing Rule 7.1A.2 and on the terms and conditions described in the Explanatory Memorandum.’	32,526,002 93.27%	1,676,218 4.81%	669,003 1.92%	243,371	-

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Thank you

ASX Code: AXE

Stay in touch

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Archer Materials Limited (ABN 64 123 993 233)

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AGM Presentation | November 2024
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Disclaimer

The material contained in this document is a presentation of general information about the activities of Archer Materials Ltd and its related bodies corporate (together the “Archer Group”), current as at the date of this presentation. It is provided in summary and does not purport to be complete. You should not rely upon it as advice for investment purposes, as it does not take into account your investment objectives, financial position or needs. These factors should be considered, with or without professional advice, when deciding if an investment is appropriate. To the extent permitted by law, no responsibility for any loss arising in any way (including by way of negligence) from anyone acting or refraining from acting as a result of this material is accepted by the Archer Group, including any of its related bodies corporate.

This document may contain forward-looking statements with respect to the financial condition, results of operations, and business strategy of the Archer Group. These forward-looking statements are based on estimates, projections and assumptions made by the Archer Group about circumstances and events that have not yet taken place. Although the Archer Group believes the forward-looking statements to be reasonable, they are not certain. Forward-looking statements involve known and unknown risks, uncertainties and other factors that are in some cases beyond the Archer Group’s control, and which may cause actual results, performance or achievements to differ materially from those expressed or implied by the forward-looking statements (and from past results). The Archer Group makes no representation or warranty as to the accuracy of any forward-looking statements in this presentation and undue reliance should not be placed upon such statements. Forward-looking statements may be identified by words such as “aim”, “anticipate”, “assume”, “continue”, “could”, “estimate”, “expect”, “intend”, “may”, “plan”, “predict”, “should”, “will”, or “would” or the negative of such terms or other similar expressions that are predictions of or otherwise indicate future events or trends. The forward-looking statements included in this presentation speak only as of the date of this presentation. The Archer Group does not intend to update the forward-looking statements in this presentation in the future.

This presentation contains information which was reported in ASX announcements lodged between 1 October 2017 and 13 February 2024 (together the “Announcements”). All material assumptions and technical parameters set out in the Announcements continue to apply and have not materially changed. The Announcements can be viewed online at https://www.archerx.com.au. Certain statistical and other information included in this presentation is sourced from publicly available third party sources and has not been independently verified.

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