Summary of Ensurge Micropower Conference Call Company Overview - **Company**: Ensurge Micropower (OTCPK:ENMP.Y) - **Industry**: Microbattery technology, specifically for smart devices and medical applications Key Points and Arguments 1. **Market Dynamics**: The AI era is driving demand for smaller, smarter devices, with smart glasses sales reaching 2 million in 2024, half of which were by Meta [1][2] 2. **Battery Challenges**: Current battery technology is inadequate, with average usage of Meta glasses only providing about three hours of power despite claims of six hours [3] 3. **Product Development**: Ensurge's reference platform (75-micron) offers over 50% more volumetric energy density than current standards, while the upcoming 10-micron product is expected to deliver two to four times the power density [4][6] 4. **Safety and Agility**: Ensurge's batteries are designed to be fundamentally safe, avoiding thermal runaway issues associated with lithium-ion batteries, and are agile enough to fit into various device designs [5][11] 5. **Partnership with Corning**: A significant collaboration with Corning aims to integrate their materials with Ensurge's solid-state battery technology, enhancing performance and manufacturability [10][12] 6. **Investment and Development**: Corning's investment includes up to $5 million in-kind contributions and an option to invest an additional $10 million, facilitating joint development agreements [13][14] 7. **Market Opportunities**: The partnership is expected to unlock new opportunities across various sectors, including medical devices and defense, where battery performance is critical [9][15] 8. **Quality Focus**: Ensurge emphasizes quality execution as a foundation for growth, with plans to scale production and secure long-term customer contracts [15][16] 9. **Future Outlook**: The company anticipates entering the commercial stage by the end of 2026, with ongoing product validation and scaling of manufacturing processes [16][20] Additional Important Content - **Customer Engagement**: The CEO has conducted a listening tour to understand customer needs, highlighting the critical role of battery performance in product development [2][3] - **Technological Advancements**: The development of a 28-layer design for both 75-micron and 10-micron batteries is progressing well, with promising results in cycling performance [18][19] - **Strategic Positioning**: Ensurge positions itself as a leader in the microbattery market, ready to meet the evolving demands of AI-driven applications [17][20]

Ensurge Micropower Update Summary Company Overview - **Company**: Ensurge Micropower (OTCPK:ENMP.Y) - **Location**: San Jose, Silicon Valley - **New CEO**: Shauna McIntyre Core Industry Insights - **Industry Focus**: Solid-state battery technology - **Market Trends**: Increasing demand for miniaturized, intelligent hardware driven by AI advancements [8][17] Key Points and Arguments 1. **Leadership Vision**: The new CEO aims to transform Ensurge by leveraging her extensive background in technology and business, focusing on product development and market strategy [3][4] 2. **Technology Advantage**: Ensurge's solid-state battery technology offers significant improvements in volumetric energy density and safety compared to traditional lithium-ion batteries [9][19] 3. **Product Strategy**: The company has a tiered product strategy: - **Good Product**: 75-micron battery, currently available with good energy density [14] - **Better Product**: 10-micron battery, offering market-leading volumetric energy density [15] - **Best Product**: Aspirational product aimed at leading AI companies, promising breakthrough performance [16] 4. **Market Positioning**: Ensurge is well-positioned to capitalize on the growing AI market, which requires smaller, more efficient batteries for various applications [17][18] 5. **Manufacturing Opportunities**: The company plans to build out manufacturing capabilities in the U.S., enhancing scalability and local production [18] Additional Important Insights - **Investor Engagement**: The CEO emphasizes the importance of building strong relationships with investors to secure necessary funding for growth [12][19] - **Team Strength**: The CEO highlights the hardworking and talented team at Ensurge, which is crucial for executing the company's vision [9] - **Long-term Growth Potential**: The CEO draws comparisons to other companies in the solid-state battery space, indicating significant growth potential for Ensurge given its current valuation of approximately $100 million compared to competitors like QuantumScape valued at around $10 billion [19] Conclusion - **Outlook**: The CEO expresses optimism about the future of Ensurge, focusing on product delivery, building trust with customers, and capitalizing on market opportunities driven by AI and miniaturization trends [13][25]

CEO Introduction Shauna McIntyre October 2025 Safe Harbour Statement This presentation includes "forward-looking" statements, including, without limitation, projections and expectations regarding Ensurge and its subsidiaries (the "Group") and its future financial position, business strategy, plans and objectives (the "Forward-looking Statements"). All Forward-looking Statements included herein are based on information available to the Group, and views and assessments of the Group, as of the date of this pre ...