SME Instrument

Noviembre 2014

2 Private and confidential

Oct

2004

May

2008

Nov

2009

Jan

2010

April

2010

May

2010

June

2011

July

2011

Aug

2011

Nov

2011

Dec

2011

Jan

2012

Feb

2012

Marc

h

2012

April

2012

June

2012

July

2012

Sept

2012

Nov

2012

Dec

2012

Geim & Novoselov

publiish Science paper

Jesus de la Fuente writes

first Bsuiness Case

First funding round

closed

First Graphene

produced in

Graphenea

First

commercial

order

Scientific director

hired

Scientific advisor

committee

launched

Graphenea legal

entity founded as

S.L.

Graphene growth at

imperial College

laboratories and

Cambridge

Prof. King

Jong and Prof.

Tomas

Palacios join

advisory board

First order from

Nokia

Japan distributor

joins

1” Growth

Graphenea joins

Graphene´s Flagship

consortium

Moving to a larger

laborathory

First 10K sales

Graphene

oxide

production

First 100

K sales

3” growth

Korean

distributor

joins

Automatic

transfer

designed India

distributor

joins

Two US

distributor

Joins

Nature Journal

publishes

Graphenea

coauthored

paper

4” Growth

Automatic

transfer

operating

Sigma-Aldrich

selects

Graphenea as

Graphene

supplier

1000 Graphene

films produced

Tubular reactor

installed

Graphenea is a high-quality graphene producer…

… Jan

2013

Dec

2013

Repsol

Energy

Ventures

joins

Graphenea

370 K sales

Graphene

Flasghip

approved

3 Private and confidential

Graphenea has developed a unique growth and transfer process…

4 Private and confidential

…and a scalable Chemical Exfolliation process producing high quality Graphene Oxide

5 Private and confidential

…with a state-of-the-art nanotechnology manufacturing infrastructure

Class 100 Cleanroom

6 Private and confidential

Graphenea has a growing customer base and distribution network…

INDUSTRIES RESEARCH CENTERS UNIVERSITIES

Note: Partial list – illustrative only

7 Private and confidential

Each application requires a specific type and grade of graphene

RESEARCH APPLIED RESEARCH

& DEVELOPMENT DEMONSTRATION COMMERCIAL

TECHNOLOGY

READNESS

LEVEL

1

BASIC

PRINCIPLES

2

TEHCN.

CONCEPT

3

PROOF OF

CONCEPT

4

VALIDATION

LAB

5

VALIDATION

FIELD

6

PROTOTYPE

7

PROTOTYPE

REAL ENV.

8

QUALIFIED

& TESTED

9

OPERATION

CVD

GO Advanced Polymers

DNA sequencing

Optoelectronics

Carbon Fiber

Photo sensor

LED lighting

Water membranes

Electron Microscopy

Illustrative TRL application map

Solar Cells

Ceramic Composites Li-ion Batteries

Supercapacitors

Biosensors

Flexible Transparent Conductors

Metal Alloys

Printed Electronics Humidity Sensor

8 Private and confidential

Graphenea is growing fast and has the larger market share in CVD and GO

Source: Graphenea audited annual accounts

0

100

200

300

400

500

600

700

800

900

1000

2010 2011 2012 2013 2014e

Graphenea Revenue (k €)

Graphenea is building his Intellectual Property, has filed for 2 patents in

EU, US and Japan and is working on several more.

9 Private and confidential

Graphene market is very small and driven by Research-related demand.

Global Graphene market forecast ($M)

BCC has reduced it market expectation in 2017 from 270 MM$ to 122.9 MM$, fully aligned with

IDTechEx forecasted market of 100 MM$ in 2018, Lux Research estimates $126 in 2020

0

100

200

300

400

500

600

700

800

900

1.000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

BCC

IDTechEx

Lux Research

Early-stage applications demand Research-related demand

Source: BCC, IDTechEx, Lux Research, Graphenea elaboration

Advanced Polymers: Graphene-polymer compounds improved mechanical, thermal

and electrical properties

Source: Journal of Materials Chemistry, J. Mater. Chem., 2012, 22, 24959-24959

Nuestra experiencia con el Instrumento PYME sobre el Objetivo de la Propuesta: el Qué?

• Nuestra propuesta es una propuesta de negocio no una propuesta

de I+D

• Ya llevábamos 4 años trabajando en el proyecto

• Hemos desarrollado y probado la tecnología

• Estamos ya vendiendo y consiguiendo ingresos (aunque aun a

pequeña escala)

• El proyecto que proponemos tiene coherencia lógica con la

estrategia de la empresa. Simplemente es “acelerar” nuestro

crecimiento

• Partnerships/clientes relevantes identificados y comprometidos con

el proyecto. Demostración de la capacidad de ejecución (porqué

nosotros lo vamos a conseguir y no otro)

Proceso de preparación de la propuesta: el Cómo?

• Hacer la propuesta es un “proyecto” en sí mismo

• Plan de trabajo concreto

• Involucración de todos los departamentos Research, Production,

Finanzas, Comercial y Dir. General

• Reuniones todas las semanas de revisión de grado de avance

• 8 reuniones de trabajo de revisión del borrador

• En nuestra propuesta hay muchos números/gráficos, datos del

mercado, evoluciones, etc.

• Escribir claro, cómo si el evaluador no supiese nada del tema. No

dar cosas por supuestas

• “Pulir” el inglés, redacción clara, ajustar los contenidos

Apoyos en la preparación de la propuesta: el con Quién?

• Consultora de apoyo para darle seriedad al proceso (transmitir la

señal de qué es importante-apuesta y no cometer errores formales)

• Revisores externos

• Perfil de negocio

• Perfil evaluador de proyectos europeos

• Pedir ayuda al CDTI, Innobasque, SPRI, etc. y otros agentes que

pueden aconsejar

www.graphenea.com