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Average Intrinsic Value
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#ASX Announcements
Added 3 months ago

Up a sweet 200% on this announcement...

Media Release 27 October 2020 ASX: SOR Perth, Australia, 27 October 2020 – Strategic Elements Ltd (ASX:SOR) subsidiary Australian Advanced Materials has agreed to develop a self-charging battery technology through its collaboration with the University of New South Wales and CSIRO. The Battery cells create electricity from humidity in the air or skin surface to self-charge themselves within minutes.

No manual charging or wired power is required. They are created with a printable ink and are ideally suited for use in Internet of Things (IOT) devices. The global battery market for IOT was worth USD 8.7 billion in 2009 and forecast to be USD 15.9 billion in 20251 .

The Battery Ink will be developed by integrating significant existing ink formulation and printed electronics intellectual property from the Company’s Nanocube Memory Ink technology with an advanced graphene oxide material. Strong potential competitive advantages exist over lithium based batteries that suffer from weight, safety (flammable) and needs a constant power supply to recharge.

SOR Managing Director Charles Murphy said: “Early stage results are extremely promising as we apply years of experience and intellectual property in electronic inks into the development of a Battery Ink that generates electricity from the environment.

From the Automated Robotic Security Vehicle we are building with US giant Honeywell, the ongoing commercialisation of the Nanocube Memory Ink, this new development in Battery Ink and other commercial activities on the horizon, SOR is generating significant momentum”.

Development Benefiting from exceptional physicochemical properties, graphene-based materials are able to harvest energy from external factors such as moisture and heat. Graphene oxide is formed by the oxidation of graphite which is cheap and readily available.

Graphene oxide is dispersible in water and other solvents. Materials engineering is being conducted by the world leading electronic materials team at UNSW. Early stage work with graphene oxide ink at UNSW includes: 1https://www.marketsandmarkets.com/Market-Reports/battery-iot-market-153084557.html Lithium Batteries - manually charged or plugged into power - inflexible - potentially flammable - comparatively heavy - environmental issues Battery Ink Cells - self-charging in minutes - flexible - not flammable - extremely thin and light - environmentally friendly SOR Developing Flexible Self-Charging Battery Battery 1. Fabrication of over 100 battery cells by coating the graphene oxide ink onto glass. 2. Self-charging time using water vapour in the air of approximately 3 mins. 3. Extremely thin battery cells at around 10-20 microns. Thinner than a human hair. 4. Small size of 1cm with potential to be made much smaller. 5. Generation of more than 0.7 Volts of power a cell. 3.7 Volts goal from connected cells in 12 weeks. Development of the Battery Ink at UNSW in the next 12 weeks is focused on: a. Materials engineering and optimization of ink formulation b. Achieving scale up to large batch size of Battery Ink of at least 1 litre c. Successful prototype connecting multiple battery cells producing at least 3.7 Volts. Further development challenges include reducing Battery cell size whilst increasing current output at lower humidity levels and demonstrator device development. Batteries for Internet of Things (IOT) Technological advancements and adoption of various IOT devices such as wearables, smart meters, various sensors and home automation products, are key reasons for driving growth in the battery market. The global battery market for IOT is already significant with USD 8.7 billion in 2019 and is projected to grow to USD 15.9 billion by 20251 .

The growing need for thin and flexible batteries in IOT and medical devices, along with inherent advantages of micro batteries provides significant opportunities. Collaboration Development will be conducted under the Australian Research Council part-funded collaboration between the Company, UNSW and CSIRO (announced 30/7/20). The expected outcomes of the Project are new electronic materials for a wide range of uses in flexible electronics and significant advances in energy efficient data storage devices. IP and commercialisation rights remain with AAM.

Existing resources from within the Project will be allocated towards integrating the printed Nanocube Memory with printed self-charging batteries.

Total budget for the collaborative Project was set as approximately $1,069,000 (up to three years). The Australian Research Council Linkage funding provides $320,000 in cash. Subsidiary Australian Advanced Materials is providing $160,000 in cash and $150,000 in-kind support and services. CSIRO is providing approx. $25,000 in-kind support and services. UNSW is providing $414,000 in-kind support and services. IP and commercialisation rights remain with the Company. The Company has also opted to increase cash support by $30,000.

Strategic Elements Background - Investors in SOR potentially pay no tax on capital gains from selling their SOR shares as the Company operates under a Federal Government program setup to encourage investment into innovation. - The Australian Federal Government has registered Strategic Elements as a Pooled Development Fund with a mandate to back Australian innovation. - Strategic Elements operates as a ‘venture builder’ where it generates high risk-high reward ventures and projects from combining teams of leading scientists or innovators in the technology or resources sectors. - The Company is listed on the ASX under the code “SOR”.

More information on the Pooled Development Program should be read on the Company’s website at www.strategicelements.com.au

Nanocube Memory Ink Technology Background - The first application is a RRAM technology for storage and memory, the Nanocube Memory Ink. - The Nanocube Memory Ink is a transparent ink containing billions of nanometre scale particles. When printed onto a surface and assembled with electrodes they operate as computer memory. -

Current memory technology is restricted to RF sputtering onto more rigid silicon materials in semiconductor fabs. Whereas the Nanocube technology is a fully printed, transparent memory technology fabricated at room temperature onto non-silicon materials. -

Delivering storage on glass and plastic for transparent, structural and/or flexible electronics (freedom of design forces a rethink of new electronics product applications and categories). -

The Nanocube Memory technology was hand-picked to be one of only approx. 20 from around the world to demonstrate at the world’s premier Printed Electronics event ‘IDtechX’. - Please see a video on a demonstrator here https://vimeo.com/386335109/5a8d162249.

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#ASX Announcements
Last edited 2 months ago

A potentially disruptive, game changing self charging flexible battery technology.... 

(ASX:SOR) has achieved a critical milestone with its self-charging battery technology by manufacturing a 1 litre batch size of Battery Ink with the capacity to produce 2000 battery cells.

The technology is demonstrating strong potential to scale up with production capacity rapidly increasing tenfold from 200 to 2000 battery cells. Intellectual Property gained through development of the Company’s printable memory ink technology has enabled the Company and the University of New South Wales to achieve this milestone rapidly and very early in the development process.

The next key milestone is fabrication of a prototype battery pack of multiple connected Battery Ink cells producing 3.7 Volts due for completion in January 2021.

The scaled up ink was used to fabricate five Battery Ink cells that:

- Successfully harvested energy from humidity in the air and generated a minimum of 0.8 Volts over a testing period of two hours. - Were able to achieve 1cm in size and 10-20 microns thick (thinner than human hair).

- Successfully achieved very fast re-charging time of three minutes.

- Showed no degradation in performance compared to the smaller scale 200 ml batch size ink. Graphene Oxide Technology Due to high cost of large volume production and difficulty in controlling electrical properties graphene electronics are currently mostly limited to relatively small volumes and mainly restricted to R&D and academic uses.

However, one of the key advantages of the Battery Ink technology is that it is based on a graphene derivative called graphene oxide (GO) which is much more available, cheaper and easier to manufacture than graphene due to superior dispersity. GO based technologies therefore have the potential to enter production sooner.

Testing of the Battery Ink shows that an individual Battery Ink cell contains tens of thousands of layered nanosheets of graphene oxide. Battery Ink Cell Advantages Battery Ink cells have strong potential competitive advantages over existing lithium based batteries that suffer from size, rigidness, weight, safety (flammable), environmental issues and most significantly require replacement or re-charging of batteries.

The potential is highlighted by looking at one example application of electronic skin patches.

Skin patches are wearable products that have integrated electronic components such as sensors and communication components attached to the surface of the skin to relay vital information about the human body.

These are wearable products attached to the body such as cosmetic, strain, diabetes or cardiovascular monitoring. They produced USD 10 billion in revenue in 20191 despite most successful products today still being relatively bulky devices requiring manual charging.

Human skin is known to generate elevated levels of humidity to 90%.

The scaled up ink Battery Ink cells were tested to determine if they could operate in humidity of 65 -85%. All Battery Ink cells generated 0.8 Volts over the testing period of two hours with no sign of degradation.

Further testing will be conducted in the future to replicate the humidity levels of the skin. This shows strong potential for the Battery Ink cells to provide a flexible, light, self-recharging power source for the electronic skin patch sector that is forecast to grow to nearly USD 40 billion by 20301. 3.7 Volt Battery Pack Milestone

The company will continue to refine, test and improve the scaled up ink as part of its ongoing development plan.

However the next milestone in focus is to fabricate a successful prototype battery pack containing multiple connected self-charging battery cells capable of producing 3.7 Volts from humidity in the air.

Work will also occur concurrently on increasing current output at lower humidity levels.

The prototype battery pack is expected to be completed in January 2021. About the Battery Ink Technology The self-charging battery technology is being developed under a collaboration with the University of New South Wales and CSIRO partially funded by the Federal Government2.

The Battery Ink cells are ideally suited for use in Internet of Things (IOT) devices and wearable technologies. The global battery market for IOT was worth USD 8.7 billion in 2009 and forecast to be USD 15.9 billion in 20253.

The Battery Ink is being developed by integrating significant existing ink formulation and printed electronics intellectual property from the Company’s Nanocube Memory Ink technology with an advanced graphene oxide material. Printable Neuromorphic Memory Potential

The Company has also commenced testing its Nanocube Memory technology for its potential in printable brain-inspired (neuromorphic) computing.

The Nanocube Memory structure and operation allows it to combine computing and memory in one place in a way similar to how biological neurons operate.

A series of significant synaptic functions will be emulated. Results remain on track and are expected to be available in December 2020. Other Strategic Elements Activities

The Company has stated its interest in pursuing additional opportunities that leverage the enormous increase in the amount of data being created and consumed across government, consumer and business sectors.

To date no agreement has been entered into and the Company will update the market when appropriate. The Company is also developing an Autonomous Security Vehicle (ASV) for perimeter security. The Global Perimeter Security Market is forecast to be USD 282.26 Billion by 20254. The Company is exclusively collaborating with giant US Fortune 100 Company Honeywell to build autonomous security vehicles for the correctional justice sector5.

The parties are currently working with the WA Department of Justice to deploy a fully autonomous robotic security vehicle for the Eastern Goldfields Regional Prison in Kalgoorlie to inspect, test and confirm the integrity of the secure perimeter.

Strategic Elements Background Investors in SOR potentially pay no tax on capital gains from selling their SOR shares as the Company operates under a Federal Government program setup to encourage investment into innovation. Strategic Elements operates as a ‘venture builder’ where it generates high risk-high reward ventures and projects from combining teams of leading scientists or innovators in the technology or resources sectors.

The Company is listed on the ASX under the code “SOR”. More information on the Pooled Development Program should be read on the Company’s website.

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#ASX Announcements
Added 3 weeks ago

Printable-Brain-Inspired-Computing-Hardware

December 30th 2020 - Strategic Elements Ltd (ASX:SOR) is pleased to report that testing has confirmed that the printable Nanocube Memory technology has potential as printable braininspired (neuromorphic) computing hardware. Work at the University of New South Wales confirmed that the Nanocube Memory structure and operation allows it to combine computing and memory in one place in a way similar to how biological neurons operate.

DISC: I hold SOR

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#Bull Case
Added 2 months ago

SOR:

Market Cap 52.97 million

Shares on issue 378.38 Million

Share price (current) .14c

Technical analysis review, stock broke out of a down trend after breaking out of an inverted head and shoulder pattern by breaking above 10c on the 27th Oct 2019 (weekly chart). Trend is now up.

Following breakout there has been a pullback and then a consolidation phase, and price action appears to be indicating preparation for the next move (rounding bottom).  During this phase OBV has been indicating accumulation as per chart. 

Personal take:  (NOT ADVICE)

Entered .13 as a longer term trade / investment, .20 would be an obvious short term target for those with a shorter term view.  .39 is all time high back in 2015.

Stop loss could be a break below the diagonal support line of the ascending triangle.

Description by Commsec:

Strategic Elements Ltd (SOR) is an Australian listed Pooled Development Fund actively funding and developing projects in the technology and resource sector. The Company invests into small to medium sized Australian companies to assist in the development or expansion of the company. The Group is managed primarily on the basis of its investments, currently advanced material technologies and metals and mining.

Cash:

28/10/2020

9:53 am AEDT

SOR Oversubscribed Share Purchase Plan

 

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#ASX Announcements
Last edited 2 months ago

SOR Licenses CSIRO Technology for Robotic Security Teams

Western Australia -November 12th 2020 -Strategic Elements Ltd (ASX:SOR) subsidiary Stealth Technologies has licensed world leading CSIRO technology that enables robots to work together in teams.The parties will initially focus on security applications and work under an Early Adopter Program (EAP) that will assist Stealth to integrate and commercialise the technology.

The Wildcat SLAM technology leverages more than ten years of research and development at CSIRO’s Data61, the digital specialist arm of Australia’s national science agency. Wildcat enables autonomous robots to simultaneously navigate and build high-definition maps, and gather other sensordata in locations they are being exposed to for the first time (ie: with no pre-existing maps). In addition, robots can automatically share and combine information with other robots without human intervention to build a collective understanding of their global environment.

Wildcat is a key enabling technology in ‘robot perception’, a system that endows the robot with the ability toperceive, comprehend and reason about the surrounding environment.When one robot encounters an obstacle or new context and learns, the entire team of robots can instantaneously learn. Wildcat also works underground and in GPS-denied environments.

Stealth Autonomous Security Solutions

Stealth Technologies is developing the Autonomous Security Vehicle (ASV) for perimeter security in sectors such as transport, energy, defence, government and utilities providing critical services. The Global Perimeter Security Market is forecast to be reachUSD 282.26 Billion by 2025.

The Company is also exclusively collaborating with giant US Fortune 100 Company Honeywell2 to build autonomous security vehicles for the correctional justice sector.The parties are currently working with the WA Department of Justiceto build a fully autonomous and robotic security vehicle for the Eastern Goldfields Regional Prison in Kalgoorlie to inspect, test and confirm the integrity of the secure perimeter.

The CSIRO’s Data61 technology can provide Stealth with a key technological advantage in enabling its ASV’sto work in teams and provide enhanced security and surveillance solutions to its customers. Stealth also recently formed a collaboration with leading US based Company Planck AeroSystems to enable drones to launch and land from its ground based ASV.

Wildcat SLAM

Deploying teams of robots often requires them to operate reliably in unstructured and dynamically changing environments, where there are no external positioning systems such as GPS, or pre-existing localisation maps. In these environments, robots must use their on-board sensors and perception algorithms to simultaneously build detailed maps of the world whilst determining their location at the same time. This technology is referred to as SLAM, or Simultaneous Localisation and Mapping. Whilst there are many approaches, and a few commercially available solutions, none of themare sufficiently robust or accuratewithout GPS, nor directly support the operation of robot teams through map sharing and cooperative localisation.

Wildcat is the world's most versatile, robust and accurate SLAM solution. It won the most accurateobject detection prize in the global DARPA robotics competition for underground exploration and mapping by robot teams, where CSIRO competed against the best field robotics groups in the worldin GPS-denied environments.

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#Business Model/Strategy
Added 3 months ago

Strategic Elements operates as a venture builder where it generates ventures and projects from combining teams of leading scientists or innovators in the technology or resources sectors.

Strategic Elements operates as a registered Pooled Development Fund (PDF) on the Australian Stock Exchange under the code ‘SOR’.

Under the Federal Government PDF program our investors pay no tax on capital gains or dividends to compensate for the higher risk of investing in small and medium sized companies.
 

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#ASX Announcements
Last edited 2 months ago


ASX Announcement on 26/11/2020.  

Strategic Elements Ltd (ASX:SOR) is pleased to provide an update on its current sector focus for further innovation opportunities and progress on the printable battery and neuromorphic memory technologies milestones.

Self-Charging Battery Charging

The Company and the University of New Sales Wales (UNSW) commenced finalising the scale up of the Battery Ink technology to a volume of 1 litre this week. Intellectual Property gained through developmentof the Company’s printable memory ink technology has enabled the Company and UNSW to significantly enhance development speed. Results remain on track to be available in November 2020.

The self-charging battery technology is being developed under a collaboration with the University of New South Wales and CSIRO partially funded by the Federal Government. The Battery cells generate electricity from humidity in the air or skin surface to self-charge themselves within minutes. No manual charging or wired power is required. They are created with a printable ink and are ideally suited for use in Internet of Things (IOT) devices. Strong potential competitive advantages exist over lithium based batteries that suffer from flexibility, dimension, weight and safety issues whilst needing a constant power supply or to be recharged.The global battery market for IOT was worth USD 8.7 billion in 2009 and forecast to be USD 15.9 billion in 2025.

Printable Neuromorphic Memory Potential

The Company has also commenced testing the Nanocube Memory for its potential in printable brain-inspired (neuromorphic) computing. The Nanocube Memory structure and operation allows it to combine computing and memory in one place in a way similar to how biological neurons operate. A series of significant synaptic functions will be emulated. Results remain on track and are expected to be available in December 2020.

Other Strategic Elements Activities

The Company previously announced that it in addition to these activities above that it is seeking further acquisitions in Australian innovation. The Australian Federal Government has registered Strategic Elements as a Pooled Development Fund with a mandate to back Australian innovation. The Company generates high risk-high reward ventures from combining teams of leading Australian scientists or innovators. To provide further guidance, the Company is currently focused on opportunities that leverage the enormous increase in the amount of data being created and consumed across government, consumer and business sectors. According to IDC4“The amount of data created over the next three years will be more than the data created over the past 30 years”. To date noagreement has been entered into and the Company will update the market when appropriate.

Strategic Elements Background

  • Investors in SOR potentially pay no tax on capital gains from selling their SOR sharesas the Company operates under a Federal Government program setup to encourage investment into innovation.
  • Strategic Elements operates as a ‘venture builder’ where it generates high risk-high reward ventures and projects from combining teams of leading scientists or innovators in the technology or resources sectors.
  • The Company is listed on the ASX under the code “SOR”. More information on the Pooled Development Program should be read on the Company’s website at www.strategicelements.com.au
     
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