Rlf Agtech Ltd · ASX:RLF
Rlf Agtech — Investor Presentation (April 2022)
29 slides from Rlf Agtech's investor presentation, Apr 21, 2022
Slide 1: Company Presentation April 2022
For personal use only (ASX:RLF) EMPOWERING OUR FARMERS NOURISHING OUR PEOPLE RESTORING OUR EARTH COMPANY PRESENTATION April 2022 RLF AGTECH Ken Hancock Managing Director investors@rlfagtech.com.au www.rlfagtech.com.au CONNECT WITH US
Slide 2: Disclaimer
For personal use only DISCLAIMER This presentation contains certain statements which may constitute “forward‐looking statements”. Such statements are only predictions and are subject to inherent risks and uncertainties which could cause actual values, results, performance or achievements to differ m
Slide 3: Growing your future with better, healthier crop nutrition
RLF AGTECH WE’RE GROWING YOUR FUTURE WITH For personal use only BETTER, HEALTHIER CROP NUTRITION Our Australian developed and formulated World First Plant Proton Delivery Technology aims to solve the world’s great agricultural, environmental and human challenges. Significant international growth and
Slide 4: Our unique technology generating unique results
OUR UNIQUE TECHNOLOGY GENERATING UNIQUE RESULTS For personal use only PLANT PROTON DELIVERY TECHNOLOGY Australian developed, world first, unique and proprietary. QUALIFIED 200% – 1,000%+ ROI to the farmer. 10-30%+ YIELD INCREASE above traditional fertilisers in independent trials. SUSTAINABLE & REGE
Slide 5: CEO quote on feeding population and net zero
WE SEE OUR TECHNOLOGY AS CRITICAL TO FEEDING OUR GROWING POPULATION AND A KEY PIECE IN HELPING THE WORLD ACHIEVE NET ZERO IN AGRICULTURE. For personal use only KEN HANCOCK - Managing director and CEO
Slide 6: Australian technology changing the way we grow food
AUSTRALIAN TECHNOLOGY CHANGING THE WAY WE GROW FOOD For personal use only INCREASING FOOD SECURITY Global food production requires a 70% increase in the next 30 years to feed the world. RLF’s products increase yields by up to 30%+ with increased nutrition content to improve the world’s food security
Slide 7: Customer distribution and global crop nutrition market
RLF AGTECH CUSTOMER For personal use only DISTRIBUTION Global crop nutrition market: AUD $257.5B1 RLF AgTech opportunity in Asia alone USD +$30B Seed primer & foliar: USD $22b Fertigation: USD $8b 1. China’s National Bureau of Statistics & Analysis, The Ministry of Finance, the Ministry of Agricultu
Slide 8: Critical innovation in agriculture: 5-year product development head start
5-YEAR PRODUCT CRITICAL INNOVATION DEVELOPMENT IN AGRICULTURE HEAD START For personal use only RESEARCH AND DEVELOPMENT 1-3 yrs R&D TEAM formulation In house team of 22 scientists, researchers & agronomists (3 +$30M1 & lab testing Doctorates, 4 Masters, 15 Bachelor Degrees) provide product R&D, fiel
Slide 9: Chief Chemist quote on groundbreaking technology
For personal use only OUR GROUNDBREAKING TECHNOLOGY HAS BEEN PROVEN IN A RANGE OF GLOBAL CONDITIONS AND IS POISED TO REVOLUTIONISE EFFICIENCY IN AGRICULTURE. DR CARL URBANI - Chief Chemist and Head of R&D
Slide 10: Plant Proton Delivery Technology drives greater yield
PLANT PROTON DELIVERY TECHNOLOGY DRIVES GREATER YIELD, HIGHER QUALITY For personal use only & MORE EFFICIENT AGRICULTURE Direct Seed and Leaf applications deliver 1 nutrients and energy directly into a plant via our PLANT PROTON DELIVERY TECHNOLOGY (PPD Tech). Our PPD Tech supplements the energy 2 t
Slide 11: Exceptional independent product trial results
EXCEPTIONAL INDEPENDENT PRODUCT TRIAL RESULTS For personal use only AUSTRALIA Crop Type Yield Increase Farmer ROI AMERICAS Crop Type Yield Increase Farmer ROI Gilgandra, NSW (S+F) Wheat 30% 11.0x Illinois (S) Maize 12% 88.6x Dalwallinu, WA (F) Wheat 30% 4.5x Illinois (S) Maize 13% 89.6x Gardiner, WA
Slide 12: Plant Proton Delivery Technology benefits
PLANT PROTON DELIVERY TECHNOLOGY BENEFITS For personal use only INCREASED YIELDS AND HIGHER QUALITY PRODUCTS RLF AGTECH (ASX:RLF) - COMPANY PRESENTATION 12
Slide 13: RLF market segments: foliar, soil and seed primer
FOLIAR RLF MARKET SEGMENTS Our liquid Foliar products are applied THE TECHNOLOGY directly to a crop’s leaves to deliver For personal use only micronutrients through their natural FEEDING THE WORLD SOIL AND physiological processes. FERTIGATION Number of products +18 Our Soil & Fertigation products de
Slide 14: Mission quote from CEO (Asia)
OUR MISSION IS SIMPLE. BETTER, HEALTHIER CROP NUTRITION, IN A MORE SUSTAINABLE & ENVIRONMENTALLY RESPONSIBLE WAY. For personal use only DR. MIKE LU - CEO (Asia)
Slide 15: Using nature to capture carbon
USING NATURE OUR WHOLLY OWNED SUBSIDIARY TO CAPTURE CARBON RLF CARBON HAS EXECUTED A NON- For personal use only BINDING COI WITH THE COMMONWEALTH Enhanced root system and top growth, drives carbon capture from the air and storage in the soil resulting in better soils and cleaner air. BANK OF AUSTRAL
Slide 16: RLF Carbon - net zero agriculture
RLF CARBON - NET ZERO AGRICULTURE MAJOR GLOBAL GREENHOUSE GAS EMISSIONS REDUCTIONS WITH SIGNIFICANT NATURAL CARBON CAPTURE AND STORAGE For personal use only SEQUESTRATION THE HUMBLE PLANT IS THE MOST Current global greenhouse gas emissions are approximately 46Gt carbon equivalent per year, EFFICIENT
Slide 17: Benefits to farmers from ICNCS
Internal RLF Study and Modelling on potential carbon opportunity indicates potential net expected gain of +$170B for the Australian Grain Crop. BENEFITS TO FARMERS For personal use only EXCEPTIONAL NET RETURNS GENERATED THROUGH USE OF ICNCS ICNCS provides an opportunity for farmers to obtain benefit
Slide 18: Executive Director quote on food security and carbon
WE CAN NOW MAKE A GENUINE DIFFERENCE TO GLOBAL FOOD SECURITY, SOIL HEALTH AND PLAY A CRITICAL ROLE IN CARBON SEQUESTRATION IN THE MARCH TOWARD NET ZERO. For personal use only ALL THIS, THROUGH INTEGRATION WITH EXISTING FARMING PRACTICES. GAVIN BALL - Executive Director
Slide 19: Our people: board members
OUR PEOPLE BOARD MEMBERS DON MCLAY KEN HANCOCK For personal use only Chairman Managing Director and Chief Executive Officer (Global) Don is known for his strategic vision, integrity, determination and sound business With over 20 years operational experience in mid-sized manufacturing and distributio
Slide 20: Our people: management
OUR PEOPLE MANAGEMENT For personal use only DR. HOOSHANG NASSERY B.SC. M.SC PH.D. DR. CARL URBANI BSC. (HONS), PH.D. Chief Scientist and Head of Plant Physiology Chief Chemist and Head of R&D Hooshang coordinates the Company’s research and trials, product development, Carl has extensive experience i
Slide 21: Key company information
KEY COMPANY INFORMATION For personal use only SHAREHOLDER BREAKDOWN AT IPO1 CAPITAL STRUCTURE & OFFER DETAILS Price per Share under the Public Offer $0.20 21% Founders Board & KMP Existing Shares on issue 120,049,523 48% Other Shares Issued under the Convertible Note 35% 22,373,755 Share Offer Share
Slide 22: Expansion capital to drive growth
EXPANSION CAPITAL TO DRIVE GROWTH For personal use only HUMAN CAPITAL Investing in field sales and technical personnel to expand distribution and drive RLF’s position to be the number one brand in seed primer and multi- spectrum foliar nutrition MANUFACTURING Increase manufacturing and packing capac
Slide 23: Appendices
For personal use only (ASX:RLF) APPENDICES
Slide 24: Award winning agscience
AWARD WINNING AGSCIENCE For personal use only EXCELLENCE IN PRODUCT DEVELOPMENT PRODUCT AWARDS Aofei/Fly Plus Top 100 Star Product Aofei/Fly plus Top 10 Star Product Ultra Foliar Top 10 Super Star product (Rice) Ultra Foliar 12 Top Fertiliser brand COMPANY AWARDS Leader in Specialty Crop Nutrition E
Slide 25: History of RLF AgTech
HISTORY OF RLF AGTECH BUILDING A WORLD-CLASS CROP NUTRITION BUSINESS For personal use only 2019 H1 2013 2016 Over $10 million P.A. CY2022 2007 2009 10th hire in sales and $4M in revenue revenue achieved RLF AgTech 50th hire in sales and IPO Raise RLF establishes small technical team Incorporation of
Slide 26: Evolution of high analysis crop nutrition
EVOLUTION OF HIGH ANALYSIS CROP NUTRITION For personal use only DEVELOPING TECHNOLOGY TO FEED THE WORLD’S POPULATION NPK CHEMICAL FERTILISERS MINOR TECHNOLOGY MULTI-SPECTRUM PROTON (UNCHANGED FOR 80-100 YEARS) ADVANCEMENTS CHEMISTRY 2000’S 1880’S 1940’S 1970’S 1990’S Technology is tested Super phosp
Slide 27: Company structure
COMPANY STRUCTURE For personal use only RLF AGTECH RLF AGTECH SALES & ROYALTY RLF CARBON IP MANUFACTURING REVENUES GLOBAL RIGHTS NDS Technology Asia Manufacturing North America Plant Physiology Australia Chemistry China Formulations & Processing Southeast Asia Technical White Papers Other RLF AgTech
Slide 28: Intellectual property
GTECH RLF ECTUAL AGTECH INTELLECTUAL PROPERTY PROPERTY PROPERTY For personal use only INTEGRATED FERTILISER MANAGEMENT SYSTEM PLANT PHYSIOLOGY Our proprietary system aims to reduce chemical fertiliser Our technology works at at a cellular level in synergy with the plant applications, increases yield
Slide 29: Contact
For personal use only (ASX:RLF) WWW.RLF.COM.AU KEN HANCOCK - CEO investors@rlfagtech.com.au This presentation has been approved for release by the managing director.