Slide 1: ASF Group Ltd Conference Presentation
ASF Group Ltd For personal use only Conference Presentation 17th October 2012 Partnering business between Australia and China
Slide 2: ASF Group: corporate outline
ASF Group: corporate outline For personal use only • ASF Group G Li it d (ASX:AFA) Limited (ASX AFA) – ASF stands t d for f ‘Aus‐Sino ‘A Si Focus’. F ’ We W are an investment company focused on Aus‐Sino strategic investments. • ASF identifies opportunities and co‐invests with selected ‘partners’ fro
Slide 3: Corporate Summary
Corporate Summary For personal use only • Shares on Issue: 309.1 million • Market Cap $58.7M (at 19 cents) • 52 Week Price: H $0.245 – L $0.10 AFA 12 months share price as at 16 October 2012 Source: ASX
Slide 4: Corporate Strategy
Corporate Strategy For personal use only • Profits are generated mainly from transactions (including asset sell‐downs) as well as receivingg management g fee for administration and management g of the investment joint ventures. • S Strong pipeline i li off resources investments i and d deals d l exi
Slide 5: Overview - ASF Group Ltd Resources Sector
Overview - ASF Group Ltd Resources Sector i) ASF Resources Ltd* Tenement No.: 7 Total Tenement Area: 1337.02 km* Rey Resources Ltd" Tenement No.: 40 Total Tenement Area: 6432.5 km* ASF Resources (WA) Pty Ltd* Tenement No.: 2 Total Tenement Area: 355.5 km* ilies ASF Kaili Resource Pty Ltd* Tenement N
Slide 6: Financial data: FY 2012
Financial data: FY 2012 (as ( att 30/06/2012) For personal use only • Debt $0.0 $ • Cash $7.1M • C Consolidated lid t d N Nett P Profit fit $21 2M $21.2M • EPS 6.88 cents • NTA $29 2M $29.2M • PE less than 3 • Board of Directors Ms Min Yang, Mr Nga Fong Lao, Mr David Fang, Mr Wai Sang Ho, Mr Alan Hu
Slide 7: Recent Investments
Recent Investments For personal use only • Rey Resources Limited (ASX:REY) ASF subscribed $13.8m to new issues of shares and acquired a 22.7% shareholding. Two ASF Directors (Min Yang and Geoff Baker) have been appointed to the Rey board. Rey holds Exploration Licences covering an extensive area of
Slide 8: Corporate Legal Structure
Corporate Legal Structure For personal use only
Slide 9: Other Business: ASF Properties
Other Business For personal use only ASF Properties • ASF Properties Pty Limited markets Australian property to investors in China • Sales levels of residential property have been around $20 million/year. • The company is mandated by Rose Group and for its Breakfast Point, Canada Bay project. Over $
Slide 10: Other Business: ASF Balmoral
Other Business For personal use only ASF Balmoral Pty Limited • ASF Balmoral (ASFB) is 75% owned by ASF Group and holds an Australian Financial Services Licence. • ASFB assists Australian companies access capital from China, while providing advice to selected Chinese businesses on public listing and
Slide 11: Strategic Partners: Beijing Guoli
St t i Partners Strategic P t For personal use only Beijing Guoli • Beijing Guoli: a 4 billion RMB conglomerate focused on diversified private p power ggeneration, real estate development p and investment. • Beijing Guoli currently has: – 25% equity interest in Beijing Sanjili Energy Co Ltd which cu
Slide 12: Strategic Partners: China Coal Geology
Strategic Partners For personal use only China Coal Geology • A Chinese state‐owned business with assets of RMB800 million • China Coal Geology is engaged in coal, metal and other mineral resources exploration and investment • It also undertakes geological engineering supervision and consultation, w
Slide 13: Strategic Partners: China Hua Neng Group
Strategic Partners For personal use only China Hua Neng Group • China Hua Neng Group (CHNG) is one of China's five largest power conglomerates l • Through subsidiaries it develops and operates more than 85 thermal and hydro power plants • In 2011, the company acquired a 50% stake in US‐based InterGe
Slide 14: Strategic Partners
Strategic Partners For personal use only ‐ Heilongjiang Geological Institute (comprehensive survey and research institution established in 1966) ‐ Fujian Materials (bulk materials commercial and logistics activities) ‐ Hong Xiang Shipping (owns vessels as well as charters carriers)
Slide 15: Contact us
For personal use only Contact us: Bennelong, Suite 2, 3b Macquarie St Sydney y y NSW 2000 Australia T 612 9251 9088 F 612 9251 9066 info@asfgroupltd com E info@asfgroupltd.com www.asfgroupltd.com