Bjrn Westerholm, CEO Bolagstmma Stockholm 20170522 Who we are - - PowerPoint PPT Presentation

Björn Westerholm, CEO Bolagstämma Stockholm 20170522

SYMBOL/ TICKER NAME FIRST NORTH : MYFC

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

• Who we are
• Fundaments for our business
• JAQ Hybrid and LAMINA REX

LAMINA THIN FILM FUEL CELL

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

MYFC OBJECTIVES

Smartphone is out of power My car can’t take me home today on one charge

GREEN ENERGY INSTANTLY AVAILABLE EVERYWHERE, FOR EVERYONE. COMPLEMENT BATTERIES TO PROVIDE LONGER RUNTIME FOR BATTERY DEVICES EXTEND THE RANGE AND MOBILE LIFE WITH FUEL CELLS AND GREEN ENERGY FREE FROM THE WALL

ENERGY INNOVATION

Efficient performance High volume power density: over 1360 mW/cm3 (LAMINA™ Thin Film fuel cell ) Low cost design Efficient manufacturing via standard die cutting machines, Less materials needed due to the cells high performance and suitable for mass production Flexible design Small in size, Bendable and adaptable and easily replaceable/exchangeable

H2O NaCl NaOH

Efficient chemistry 429Wh/Kg (lithium Ion ~150-180Wh/Kg) ap. 3 times better, extremely low BOM Zero degradation Long shelf life – power always available Separated chambers prevents chemistry to mix Outstanding DG class Lowest transport costs and highest number of cartridges shipment

FUEL CELL FUEL

Highly patented 14 families + 81 Granted and pending

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

Hydrogen 144 MJ/Kg

Petrol/Diesel 44 MJ /Kg

ENERGY DENSITY

3,3x

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

• Opera

tor

• Retail
• Web

+10 000 Access Points Sweden Sort out JAQ POWERCARD for reuse

BO M ENVI RO NMENT REU S E

OBJECTIVES

GREEN GRID FOR MANUFACTURING CLOSED LOOP, RECYCLING OF JAQ FUEL

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

LAMINA REX

LAMINA THIN FILM FUEL CELL

myFC LAMINA™ REX

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

R&D project

▪ Based on den LAMINA™ Thin Film ▪ Based on JAQ fuel Components ▪ New patent application ▪ Prototype 2018 ▪ Wider industry approach ▪ Power range from +5KW and upwards ▪ The project includes RE-USE of fuel components ▪ Objective is to double the driving range

LG Chem battery system

2 X TAM when myFC LAMINA REX solution enter the automotive market

myFC LAMINA™ REX

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

Reasons to enter now ▪ The deep breakthrough in integrating batteries and fuel cell happened during Q4 2016 ▪ Increased activities in the automotive industry towards myFC ▪ Utilizing the three benefits from JAQ and Hybrid development; more powerful LAMINA, lower cost and small form factor ▪ TAM (total addressable market) 2X

A 300 KM* DRIVE WITH YOUR NEXT CAR (200MJ*)

600 KM 300 KM Electric Green Grid Diesel Electric REX Fuel Cell Electric Fossil Grid 15 Kg Diesel Range 0 gram CO2 0 gram CO2 myFC LAMINA REX 50 000 gram CO2 50 000 gram CO2 Green Grid / water based fuel

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

Fundaments for our business - JAQ Hybrid

LAMINA THIN FILM FUEL CELL

Sources to this presentation includes but is not limited to: Statista Nilsen.com – Yahoo – SomopostPC iDC-Times- Deloitte –Ericsson Mobility Report – ABI –Transparency,Ångström, KTH, Apple- and others

DRIVING FORCE FOR POWER IN TELECOM WORLD

Apple Vs. Moore's law 1,25 :1 App culture Extreme Mobile data increase THE THIRST IS REAL Mobility dream Today's mobility reality

CONNECTED LIVING CONNECTED LIVING

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

APP CULTURE

95 Average installed apps on device 35 Average apps used throughout the day 8B Americans Check Their Phones 8 Billion Times a Day 25-34 Millennials look at their devices 50 times per day ~+50% 35-44 35 times each day 4Pm Peak hour – not for everyone

Apple store + 100 Billion down loads

APPLE STORE 140 Billion, ww36

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

MOBILE DATA TRAFFIC EXPLOSION

2010-2015, 120 ExaByte 2016-2021, 1 600 ExaByte

• Active devices. Monthly data traffic volumes by year end

20X 7X 12X 2010-2015 2016-2021

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

THE THIRST IS REAL – THE LAST 9 YEARS

For the end-user experience Web, transfer, video etc. To be able to process everything – 34 500% increase Battery28%

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

The typical energy consumption in portable devices is increasing faster than the development of battery capacity.

Relative increase

KEY MARKET PROBLEM– THE POWER GAP

2014 -2015-2016-2017-2018-2019-2020-2021-2022-2023-2024

Li-Ion Battery Capacity energy density2-3% annual increase APP usage Hardware development Data traffic development

2017 2019 2018 2016 2020

POWER GAP

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

JAQ HYDRID & ROADMAP

FOCUS ON BATTERY INTEGRATION

JAQ HYBRID (=JAQ 2.0) Principal sketch Released at MWC Shanghai 27th of June JAQ Case integration JAQ Smartphone integration External Power bank integration

JAQ HYBRID ▪ Multiple fuel capacities ▪ Max one charge per card ▪ Hybrid – FC+ Battery BASED ON World leading technology ▪ LAMINA™ Thin Film Fuel Cell ▪ JAQ Fuel water & salt JAQ HYBRID V.S JAQ ▪ Smaller ▪ Higher capacity, on fuel cartridge ▪ Lower price

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

CHINESE FRAME AGREEMENT

Volumes ✓ Phase one 1000 units, under 0,5Msek ▪ Phase two Sales volume minimum commitment by Telling of 400,000 JAQ units, with a value

• f ~ 150 MSEK

▪ Phase three Sales volume , whole delivery plan 1 300 000 JAQ units ~430MSEK

Telling is China’s largest mobile phone distributor and also the country’s largest distributor of Apple’s iPhones. ▪ Two-year sales and distribution agreement

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

GOING FORWARD

LAMINA THIN FILM FUEL CELL

Sources to this presentation includes but is not limited to: Statista Nilsen.com – Yahoo – SomopostPC iDC-Times- Deloitte –Ericsson Mobility Report – ABI –Transparency,Ångström, KTH, Apple- and others

GOING FORWARD

JOB#1 Deliver TELLING/order/Frame agreement JOB#2 Open up business with all other operator ongoing relationships in market ~50! JOB#3 Build stronger relationships with Case, Power bank, smartphone brands for integration business JOB#4 Bring a myFC LAMINA REX- JAQ Fuel based to the automotive industry 2018

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

REX AND CURRENT BUSINESS

What does it mean to myFC

▪ 2X TAM within a few years ▪ Utilizing our patent, technology and knowhow ▪ Partnering is key, expecting participation from industry

myFC will stay focused on Telecom and JAQ Hybrid

▪ No Change in delivery timeline to China ▪ No Change in JAQ hybrid focus ▪ No internal competing between automotive and telecom

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

What does it mean to the automotive market

▪ The customer have two questions – range and environment? ▪ Now the industry can choose to address a small, highly efficient green solution ▪ JAQ fuel have 429Wh/Kg and runs 3x longer than Lithium – no CO2

AUTOMOTIVE RANGE EXTENDER Consumer electronics POWERGAP

Gigantic problem Gigantic market

WE BUILD AND DELIVER POWER SOLUTIONS FOR ALL TYPES OF BATTERY DEVICES

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2

myFC VLOG – more details! @ Investor relations – News WWW.MYFC.SE

Private and confidential presentation : myFC Holding AB, Stockholm 2017 Q2