Eagers Automotive Limited · ASX:APE
Eagers Automotive — AP Eagers — Morgans Queensland Conference (October 2018)
16 slides from Eagers Automotive's conference presentation, Oct 11, 2018
Slide 1: Morgans Queensland Conference - AP Eagers Presentation
For personal use only Morgans Queensland Conference Thursday 11 August AP Eagers Presentation Martin Ward, Chief Executive Officer
Slide 2: Tesla question, Commute question
For personal use only • Tesla question • Commute question
Slide 3: Global Industry Changes
Global Industry Changes (NADA commissioned survey 2016) For personal use only Electric Vehicles (EV) Autonomous Vehicle (AV’s) Mobility Services (MS) The Connected Car (CC)
Slide 4: Private Vehicle Ownership (USA)
Private Vehicle Ownership (USA) For personal use only ➢ Going up ➢ Even in big cities ➢ Hate to share ➢ Do you want a commuting time of zero to and from work? Think about it carefully.
Slide 5: What differentiates AP Eagers?
What differentiates AP Eagers? For personal use only • AP Eagers Board • Shareholder base • Management stability – everywhere • Partnership relationships with stakeholders • Property flexibility
Slide 6: Outlook (From August result briefing)
Outlook (From August result briefing) For personal use only • Implement new Risk Based Pricing (RBP) finance models from our multiple financiers • Through superior process, procedures and training excel in RBP penetration • Complete portfolio adjustments related to underperforming operations • Conti
Slide 7: Industry Flex Commission to Risk Based Pricing
Industry Flex Commission to Risk Based Pricing – Starting Nov 2018 For personal use only 2018 Half Year Results 7 Presentation
Slide 8: The Result – UK and USA
The Result – UK and USA For personal use only 2018 Half Year Results 8 Presentation
Slide 9: Flexible Land and Building Portfolio
Flexible Land and Building Portfolio For personal use only • 39 Properties (QLD / NSW / VIC / SA) owned $298m (35%) • 174 Leased Properties nationwide approx. value $549m (65%) • Average lease expiry 3 years 6 months • Blended (*) 2.6 years average = great flexibility • Automotive retailing will ada
Slide 10: Newstead
For personal use only Newstead
Slide 11: Newstead
For personal use only Newstead
Slide 12: BNE Auto Mall, Brisbane Airport
BNE Auto Mall, Brisbane Airport For personal use only
Slide 13: BNE Auto Mall, Brisbane Airport
BNE Auto Mall, Brisbane Airport For personal use only
Slide 14: BNE Auto Mall, Brisbane Airport
BNE Auto Mall, Brisbane Airport For personal use only 800m 28, 338m² 35, 786m² 10,045m²
Slide 15: What differentiates AP Eagers?
What differentiates AP Eagers? For personal use only • AP Eagers Board • Shareholder base • Management stability – everywhere • Partnership relationships with stakeholders • Property flexibility
Slide 16: Questions & Thank You
For personal use only & Questions Thank You
AP Eagers — Morgans Queensland Conference (October 2018) on 6ix