Tamawood Limited · ASX:TWD
Tamawood — Investor Presentation (February 2019)
9 slides from Tamawood's investor presentation, Feb 1, 2019
Slide 1: Notice to All Long Term Shareholders – Senterprisys Listing
Notice to All Long Term Shareholders – Senterprisys Listing We advise today that Senterprisys Ltd (SPS) (Formerly Resiweb Ltd – shares issued in April 2012 to TWD shareholders), will be launched onto the NSX platform around 10 am on 5th February 2019. Please contact Computershare 03 9415 4000 if you
Slide 2: TWD Investor Presentation February 2019
178,28% 174.51% 152.13% 145.90% 129.87% 97.20% TWD Investor Presentation February 2019
Slide 3: Grossed up Fully Franked Dividend Yield for FY19
February 2019 Grossed up Fully Franked Dividend Yield for FY19 Annualised 45 11.00% 10.60% 10.59% 9.94% 38.57cents 10.71% 40 10.00% 35.71cents 38.59cents 35 32.86cents 37.14cents 9.73% 9.00% 30cents 30 8.68% Dividend Yield (%) 30cents 8.00% 8.17% Dividends (cents) 25 7.00% 20 6.00% 15 4.50% 4.63% 4.
Slide 4: TWD Profit Before Tax after Interest Expense of Total Revenue vs HIA Industry Statistics
February 2019 TWD Profit Before Tax after Interest Expense as a % of Total Revenue vs HIA Industry Statistics for First Half FY19 Annualised 12.00% 12.00% 11.41% 11.41% 11.00% 10.82% 10.82% 11.00% 9.99% 9.99% 10.00% Profit Before Tax (%) 10.00% Profit Before Tax (%) 9.24% 9.24% 8.99% 8.99% 9.00% 9.0
Slide 5: TWD Share Price from 31st Dec 2013 to 31st Dec 2018
February 2019 TWD Share Price from 31st Dec 2013 to 31st Dec 2018 6500 4.5 6000 4 TWD Share Price ($) All Ords Index ($) 5500 3.5 5000 3 4500 2.5 4000 2 Year All Ords TWD Share Price * Source: Market Index 2019. Available at: https://www.marketindex.com/) TWD Share price since 2000 3
Slide 6: Growth in Profit versus Cost Growth
February 2019 Growth in Profit as a % versus Cost Growth as a % for First Half FY19 Annualised 200% 183.02% 180% 175.05% 162.00% 161.95% 160% 140% 128.01% 122.89% Growth (%) 120% 129.09% 125.46% 119.02% 100% 103.10% 98.23% 80% 84.37% 60% 2014 2015 2016 2017 2018 2019 (annualised) Years Profit Growth
Slide 7: Advertising Spend of Construction Revenue and Construction Revenue growth
February 2019 Advertising Spend as a % of Construction Revenue and Construction Revenue growth as a % for First Half FY19 Annualised 3.00% 190% 2.40% 178.28% 2.50% 174.51% 170% Construction Revenue Growth (%) 2.00% Advertising (%) 1.73% 150% 145.90% 152.13% 1.50% 129.87% 1.41% 130% 1.00% 0.74% 0.54%
Slide 8: Wages of Total Revenue versus HIA Statistics
February 2019 TWD Wages as a % of Total Revenue versus HIA Statistics for First Half FY19 Annualised 19.00% 17.00% 16.60% 16.75% Wages as a % of Total Revenue 16.10% 16.30% 16.30% 16.30% 15.00% 13.00% 11.00% 9.00% 6.81% 7.12% 7.13% 6.99% 6.96% 6.53% 7.00% 5.00% 2014 2015 2016 2017 2018 2019 (annuali
Slide 9: February 2019
February 2019 QUEENSLAND NEW SOUTH WALES this presentation. ROCKLEA COFFS HARBOUR To the maximum extent permitted by law, none of 1821 Ipswich Road, Rocklea QLD 4106 178 Pacific Highway, Coffs Harbour NSW 2450 Tamawood, its related bodies corporate or any of its directors, employees, agents or advis