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DOTZ NANO LIMITED — AGM Information 2018
May 30, 2018
64794_rns_2018-05-30_308ffa7e-056e-4b22-bcfc-2d894f02b562.pdf
AGM Information
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ASX ANNOUNCEMENT 31 May 2018
ASX Code: DTZ
COMPANY PRESENTATION ANNUAL GENERAL MEETING – 31 MAY 2018
Dotz Nano Limited ("Dotz Nano" or the "Company"), an advanced material technology company focusing on the development, manufacture and commercialisation of graphene quantum dots (GQDs) and of advanced Carbon Dots (CDs).
Please find attached a copy of a presentation made by the CEO, Mr Uzi Breier at the Annual General Meeting held in Melbourne, Victoria today.
FOR FURTHER INFORMATION:
Company Secretary Ian Pamensky Company Secretary [email protected] +61 414 864 746
About Dotz Nano
Dotz Nano Limited (ASX: DTZ) is a nano-technology company focusing on the development, manufacture and commercialization of GQDs. Its vision is to be the premier producer of GQDs by producing and supplying high quality GQDs for use in various applications including medical imaging, sensing, consumer electronics, energy storage, solar cells and computer storage.
To learn more about Dotz Nano please view the website and our corporate video via the following link: www.dotznano.com

AGM
May 31st Melbourne, Australia


Cautionary and Forward Looking Statements
This presentation has been prepared by Dotz Nano Ltd. ("Dotz"). The information contained in this presentation is of a general nature only and does not constitute an offer to issue, or to arrange an issue, of securities or financial products. The information contained in this presentation is not investment or financial product advice and is not intended to be used as the basis for making an investment decision. This presentation has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision on the basis of this presentation, the investor needs to consider, with or without the assistance of a financial advisor, whether the investment is appropriate with due regard for their particular investment needs, objectives and financial circumstances. Certain information in this document refers to the intentions of Dotz, however, these are not intended to be forecasts, forward looking statements or statements about future matters for the purposes of the Corporations Act or any other applicable law. The occurrence of events in the future are subject to risks, uncertainties and other factors that may cause Dotz actual plans, results, performance or achievements to differ from those referred to in this presentation. To the maximum extent permitted by law, none of Dotz directors, officers, employees or agents, nor any other person accepts any liability, including, without limitation, any liability arising out of fault of negligence, for any loss arising from the use of the information contained in this document nor is any obligation assumed to update such information. In particular, no representation or warranty, express or implied, is provided as to its accuracy, completeness or currency of the information contained in this document. Dotz accepts no obligation to correct or update the information or opinions expressed in it. Opinions expressed are subject to change without notice and reflect the views of Dotz at the time of presenting.

A Quick Update
- Dr Volker Mirgel replaced Faldi Ismail as Chairman in Apr 18
- Dr. Moti Gross stepped down as CEO in May 18
- Experienced finance professional, John Bullwinkel joined the Board
- As Company needs to shift gears to commercial, BoD asked me to assume CEO position
- Some of my international business experience:
- Cisco
- Primesense (was sold to Apple \$320M)
- Alvarion (Nasdaq:ALVR, \$1B cap 2008)
- Optibase (Nasdaq:ALVR, \$200M cap)
- Emblaze (AIM:BLZ, Sold to Zoran \$54.2 in cash)
- Flextronics (Nasdaq:Flex, Orbit Semi sold to Flex)
- National Semi (Nasdaq:NSM, was sold to TI \$6.5B cash 2011)


- Need to Focus
- Great team
- Some great, mature products
- Advanced labs
- Manufacturing capacity
- Ready to market
- Initial traction


• Need to Focus





Displays Opto-electronics Bio Imaging Tagging


• Need to Focus

- Tracing
- Brand protection
- Product Liability
-
Anti-counterfeiting
-
Unique materials with unique fingerprint
- Real & Immediate Market Need
- Mature Technology positive market feedback
- Market size
- Hydraulic Fracking (Oil & Gas Industry)
- Bulk Liquids
- ü Lubricants
- ü Oils
- ü Fuel
- ü Fertilizers & Pesticides
- Ink Marking (Money, Drugs-packg, Cosmetics)
- Polymers (packaging, auto-parts)
\$1.7 trillion - Value of global counterfeit trade, in 2015 (Source: Allied Market Research)


Great team

Uzi Breier CEO

Dr. Volker Mirgel Chairman

Dr. Michael Shtein PhD - CTO

Mr. Avigdor Kaner VP Business Development

Mr. Eran Gilboa CFO


Great products unique molecular security markers manufactured from non-toxic carbon sources
ValiDotz™
Tagging & Authentication
(Product liability, anticounterfeit)
Fluorensic™
Bulk liquid Tracing Solutions
InSpec™
Forensic & Semi-Forensic Detection
(Real-time, on site)



Advanced labs







Pflaumer, NJ, USA
My Discoveries
Manufacturing capacity

new reactor


- Ready to market
- Initial traction


Authentication & Dilution






China China 20202020


China 2020
- After a successful pilots in 2018 with China's leading Tobacco companies, ValiDotz™ is now being widely used for Tagging and Authenticating Cigarette packs
- Millions of cigarette packs are sold annually, baring the ValiDotz™ Authentication Tag
- The successful validation technique brings Perfume and Pharmaceutical companies to explore ValiDotz™ tagging for their packages*
* 1 million people die every year from consuming counterfeited pharmaceutical

China 2020 Europe 2020


Europe 2020
- EU enforces all Land and Maritime shipping companies to use DEF/ADBlue™ supplements. Sub Par products and "Back Yard" manufacturing causing billions in damages
- Non-Toxic, Organic Based ValiDotz™ is now the preferred technology, for Authentication and dilution-detection of DEF Products



China USA 2020 2020


China USA 2020 2020
- After a successful pilot in 2018 with a known oil company for Tagging and Tracing of Frac Fluids, other oil companies are now in the process of implementing Dotz's Fluorensic™
- Dotz sales of Fluorensic™ Tracing Solutions are in the millions of US\$
- The successful Tag & Trace solution brings Municipalities and Clean-Tech companies to adopt Fluorensic™ for prevention and enforcement of Water & Soil Pollution laws



Dr. Volker Mirgel
- Former Bayer Senior Vice President and member of Bayer's Global Leadership Team (ATR:BAYN market cap €90B)
- PhD in Organic Chemistry from the University of Cologne
- During his 34-year with Bayer he held technical, marketing and general management functions, in Europe, Asia Pacific and USA
- 2013 retired to become an independent consultant for executive clients in the chemical and advanced materials industry


Uzi Breier
- Vast international business and managerial experience
- During the past 30 years held senior positions at Fortune-500 companies
- Held leadership position at smaller companies
- Was CEO of a NASDAQ traded company
- Developed multiple complex Business-Development, Sales and M&A activities yielding hundreds of millions of dollars


Immediate Goals
• Switching the company's Focus from R&D
to Commercialization:
- ü Addressing "Low-Hanging Fruits"
- ü Focusing on mature markets
- ü Achieving Traction from Market


2017 Hundreds gr Engineering

2018 30 kg, Pilot

Immediate Immediate Goals
- Focus on developed, ready to sell Products
- Focus on highly-demanded Solutions
- Focus on Applications with a distinctive USP
Putting Your Money into Good Use
=

Applications & Prospects


Immediate 3 Major product components
we chose to focus on
ValiDotz™ - Our Tagging and Authentication materials for
- Anti-Counterfeiting
- Brand Protection
- Product Liability



3 Major product components Immediate
Fluorensic™ - Our Tracing material for
- Oil Industry
- Frac Fluids
- Water & Soil Pollution



Immediate 3 Major product components
InSpec™ - Our Forensic and Semi-Forensic Detection Technologies
Smartphone based semiforensic detector

On-site portable forensic detector


Oil Industry Applications
Fluorensic™ can be used as a tracer taggant in a wide variety of applications across the lifecycle of the oil-industry
~13,000 new frac wells are dug every year in N. America – a market opportunity of ~\$4 Billion


Oil Industry Applications
Upstream:
In drilling and production activities Fluorensic™ can be used as an inexpensive, non-toxic Tracer for injected fluids in frac/tight-oil and even conventional oil drilling operations
Update: large-scale testing for frac liquids tagging is scheduled with a major US company


Lubricants Tagging Applications
ValiDotz™ was found* to be safe for engines, filters, and injection systems
These properties, combined with its tunable emission spectra (UV to Red) unique and sophisticated fingerprints (codes) for use inside bulk oils, lubricants and greases

Update: currently testing with leading US and European companies
*Compliant with ASTM codes D6922, D6795 D4683, D6335, D7097, D5133, D4172, D445, D6278 as tested by Savant Laboratories, USA, an accredited and certified test laboratory

Agro-Chemicals Tagging Applications
ValiDotz™ has demonstrated successful tagging & authentication of Fertilizers and Pesticides*, as well as proving ability to detect, blend and enable traceability even in very small amounts.
Update: tested with a local company. Longer regulatory clearance process

*European IPr office (EUIPO) report Feb 2017: 13.8% of Pesticides are counterfeited (€1.3B lost yearly)

ications

Tagging & Tracing Applications
Now all that is left to do
is to connect the DOTZ



Agro-Chemicals






Uzi Breier [email protected] +972.544.575.862