5g Networks Limited · ASX:5GN
5g Networks — Shareholder Meeting (May 2019)
16 slides from 5g Networks's shareholder meeting presentation, May 27, 2019
Slide 1: 2019 Annual General Meeting
27 May 2019 ARQ GROUP (ASX: ARQ) 2019 Annual General Meeting Chair’s Introduction and CEO’s Presentation In accordance with ASX Listing Rule 3.13.3, attached is a copy of the Chair’s introduction and the CEO’s presentation to be delivered at the Annual General Meeting which will be held today. As pr
Slide 2: 2019 Annual General Meeting
2019 Annual General Meeting 27 May 2019
Slide 3: Board of Directors
Board of Directors Andrew Reitzer Martin Mercer Larry Bloch Simon Martin Naseema Sparks AM Andrew Macpherson Chair & CEO & Managing Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Director 2 2019 AGM
Slide 4: Auditors & Share Registry
Auditors & Share Registry David Petersen Nicholas O’Hagan Ernst and Young Link Market Services 3 2019 AGM
Slide 5: Agenda
Agenda • Chair’s introduction • CEO’s address • Q&A • Formal Business • General Q&A 4 2019 AGM
Slide 6: CEO's address
CEO’s address 27 May 2019
Slide 7: FY18 Result: underlying EBITDA of $37.6m
FY18 Result: underlying EBITDA of $37.6m The Group delivered Underlying EBITDA of $37.6m, which was comfortably within the guidance range provided to the market in August 2018. Financial Results1 Dividend Enterprise Final dividend of 4.5 Another strong performance driven by growth in mobile Total Re
Slide 8: FY18: a transformational year
FY18: a transformational year Transformational year sets up a return to growth in 2019 • Development and launch of new brand and company identity • Moved into new offices in Melbourne and Sydney • Secured a new debt facility for the Group • New Chair appointed, Mr Andrew Reitzer commenced on 1 Augus
Slide 9: Track record: history of growth 2013-18
Track record: history of growth 2013-18 CAGR: 45% Revenue 2013-18 Underlying EBITDA 250 CAGR: 16% 45 213.0 38.6 37.6 197.4 40 200 35 168.4 150.3 30 28.4 100.6 22.0 19.0 150 124.7 106.4 25 22.0 $m $m 103.4 85.6 81.1 20 16.3 17.8 100 65.1 15 12.0 52.1 112.4 10 10.2 50 91.0 5.8 16.6 18.6 69.2 82.8 51.3
Slide 10: Enterprise: operational highlights
Enterprise: operational highlights • Key 2019 customer wins including ABC, First State Super, Isentia, ME Bank, Prospa, SITA, Visy and Jetstar • 82% of Enterprise customer base in long term customer partnerships including; –80% of Australia's Top 10 Most Valuable Brands* –45% of the ASX Top 20 (by m
Slide 11: Enterprise: customers won in 2019 (YTD)
Enterprise: customers won in 2019 (YTD) 10 2019 AGM
Slide 12: SMB Direct: operational highlights
SMB Direct: operational highlights • Touch point NPS at a two year high of >45% (March and April) • Solutions recovery plan progressing but more to be done; o April 2019 first month of net customer growth in over 12 months and ARPU increasing o May 2019 on track to be the single highest new solution
Slide 13: Sale of TPP reseller business: transaction summary
Sale of TPP reseller business: transaction summary • Arq Group has sold its TPP reseller business to CentralNic plc. • Total transaction funds are $24.4m1 on an implied multiple of 4.2x FY2018 EBITDA. • Arq Group will receive an upfront cash payment of approximately $21.3m and deferred cash payments
Slide 14: Outlook: FY19
Outlook: FY19 Underlying EBITDA H1 FY19 H2 FY19 FY19 Materially lower than PCP Growth on prior year will be distorted by an exceptional Group Materially higher than PCP (as foreshadowed for 6 months) contract included in H1 FY18. We expect growth compared to prior year. Future growth will Core Opera
Slide 15: Disclaimer: Important notice and disclaimer
Disclaimer Important notice and disclaimer Summary information Effect of rounding This presentation contains summary information about the Company and its A number of figures, amounts, percentages, estimates, calculations of value activities and is current as at the date of this presentation. The in
Slide 16: ARQ Group
ARQ Qroup