Datadot Technology Limited · ASX:DDT
Datadot Technology — Shareholder Meeting (November 2010)
31 slides from Datadot Technology's shareholder meeting presentation, Nov 26, 2010
Slide 1: Annual General Meeting – 26 November 2010
For personal use only xx Annual General Meeting – 26 November 2010 1 1
Slide 2: DataDot Technology Limited - Disclaimer
DataDot Technology Limited - Disclaimer For personal use only Disclaimer: This p presentation has been p prepared p byy DataDot Technology gy Limited ((‘DataDot”)) based on information available at the time of preparation. No representation or warranty, express or implied, is made as to the fairness
Slide 3: DataDot Technology Limited – Overview
DataDot Technology Limited – Overview For personal use only DataDot Technology Limited (DataDot): • Australian stock exchange listed in 2005 (ASX:DDT). • Market capitalisation: Issued Capital Presently issued 344.0 m shares CSIRO issue 33.7 m shares $3m cap raising 73.2 m shares Total post December
Slide 4: DataDot Technology Limited - Focus
DataDot Technology Limited - Focus For personal use only Business focus: To provide customer – focused solutions for: • Asset identification. • Protection. • Authentication. • Prosecution solutions for environmental protection. Risk Management g Solutions: DataDot provides theft deterrence, anti-cou
Slide 5: Manufacturing Network
Manufacturing Network For personal use only DDT has back-up factory redundancy for shipment and supply security security. 5 5
Slide 6: DataDot Technology Limited - five year strategy
DataDot Technology Limited - five year strategy For personal use only Five key drivers: 1. Aggressively grow microdot product globally – significant opportunity to grow from the current stable and expanding base, 2. Package DataDots into innovative solutions for the management of risk in financial a
Slide 7: Our main products (DataDot Group)
Our main products (DataDot Group): For personal use only 1. Proprietary & Patented IP 2. Proprietary p y and p patent p pending g IP 3. Proprietary and patent pending IP 4. Proprietary and patent pending IP 7
Slide 8: Secure solutions for asset protection, authentication and identification
For personal use only 1 1. Secure solutions for asset protection, authentication and identification. • DataDotDNA® and DataDot Metallic • DataThreadDNATM • DataBaseDNA Actual Size 1mm • assetDNA & baseLINE software • DD SecureTM Magnified DataDot 8 8
Slide 9: Future market pipeline
For personal use only - Future market pipeline Pushing strategic growth of the distribution network • Continue to support and resource territories in strategic high theft countries. • New business development resources in USA, Canada and Australia. • New distributors in: • Argentina, • Brazil, • Chi
Slide 10: The market size in motor vehicle theft
For personal use only - The market size in motor vehicle theft Reported car theft in the top 73 countries amounts to 3.59 million cars p.a. Car Thefts - total p p.a.,, top p 30,, ranked by y country y 1,400,000 1,246,096 vehicle theft in the USA costs US$70 bn p.a. 1,200,000 1,000,000 800,000 600,00
Slide 11: Reduction in incidence of stolen vehicles
DataDot Technology works, the reduction in For personal use only incidence of stolen vehicles is shown below: Index of cars stolen and not recovered (per 1000 vehicles) 2.50 2.253 2.154 DataDots fitted to 2.008 2.00 Subaru cars in Australia result in a significant reduction in the incidence of theft
Slide 12: Effectiveness of DataDots on theft and insurance premiums, Taiwan
Example of effectiveness of DataDots on theft and insurance For personal use only premiums major DataDot fitted automotive customer in Taiwan premiums, Taiwan. 12
Slide 13: OEM Customers - Australia
For personal use only OEM Customers - Australia 13 13
Slide 14: OEM Customers – South Africa and Asia
For personal use only OEM Customers – South Africa OEM Customers – Asia 14 14
Slide 15: OEM Customers – Europe and South America
For personal use only OEM Customers – Europe OEM Customers C t – South S th America A i 15 15
Slide 16: Recent initiatives: New Technology
- Recent initiatives: For personal use only 1. New Technology Project “Thor” – release Q1 2011 New optimised substrate DataDots. DataDots made from new materials including stainless steel, polymers, metals, and heat resistant materials for specific environments such as extreme heat heat, cold cold,
Slide 17: Recent initiatives (continued): New OEMs
- Recent initiatives (continued) For personal use only 3. New OEM’s Continuing to demonstrate the effectiveness of DataDot’s DataDot s theft prevention capability: • Chile – Subaru • South Africa – Mercedes Benz, Renault and Suzuki Chile Subaru Launch – 19th Nov. 2011 Left > Right: • Ministery of In
Slide 18: Recent initiatives: New and Renewed Distributors
- Recent initiatives (continued) For personal use only 4. New Distributor DataDot Asia A new joint venture in China with long term successful partner DataDot Taiwan. Rights to distribute DataDot and DataTraceDNA products in China. This is an exciting opportunity with DataDot Taiwan contributing up t
Slide 19: Recent initiatives: Insurance Business Development
- Recent initiatives (continued) For personal use only 7 Insurance Business Development 7. DataDot won a competitive tender with Allianz Australia. This has commenced with a pilot in their prestigious “Club Marine” brand and was launched at the Sydney International Boat Show. 19 19
Slide 20: Recent initiatives: DataDot USA, Crime Stoppers, Relegen
- Recent initiatives (continued) For personal use only 8. DataDot USA (Subsidiary manufacturing and marketing Co.) Expanding E di b by iinvesting ti iin b business i d development l t resources iin th the USA and d Canadian market. 9. Continuation of Crime Stoppers relationship DataDot has extended
Slide 21: A leading global solution incorporating CSIRO developed technology
2 2. For personal use only A leading global solution incorporating CSIRO developed p technology gy • Engineered micro particles with unique tracers, • Presence and concentration detectable by specially developed portable reader, • Awarded prestigious DuPont “Innovation Innovation Prize Prize” in 200
Slide 22: The DataDot CSIRO acquisition
For personal use only The DataDot CSIRO acquisition • DataDot acquire the remaining 50% of DataTraceDNA JV it doesn’t already own, • DataDot will issue to CSIRO ~ 9% of ordinary shares for transaction, • DataTraceDNA will be assigned the Intellectual Property that is presently licensed, • DataTraceD
Slide 23: Future market opportunities
Future market opportunities pp For personal use only DataTraceDNA has developed a range of world-class solutions for authentication and brand protection. protection • Casino chips US Chamber of commerce expects • Pharmaceutical that counterfeiting is expected to grow from US$500 $ BN to US$2 $ Trill
Slide 24: Recent initiatives
Recent initiatives For personal use only • Authentication patent – using new technology • Investment in new third generation readers o C1 Reader – Single code reader (lowest cost), o M1 Reader – Multi Code Reader (moderate cost), and o P1 Reader – Bulk commodities and specific analysis (higher cost
Slide 25: Recent initiatives (continued)
Recent initiatives ((continued)) For personal use only • Product P d t stewardship t d hi / chain-of- h i f custody management solutions o New initiatives allowing point source identification of dangerous contaminants such as asbestos, and o DataTraceDNA incorporated into products to identify future
Slide 26: Theft of copper cable is a US$1bn p.a. problem in Africa
3. For personal use only Theft of copper cable is a US$1bn p.a. annual problem in Africa alone. 26
Slide 27: Our products: seed industry security
Our products 4. Our award-winning award winning products For personal use only Global seed industry security, coating and seed enhancement • IntelliSeedTM, • IntelliBright, • Seedworx, Seedworx SeedXcell SeedXcell, Seed enhancement products products, • IntelliGlow, • IntelliLabel, and • baseLINETM.
Slide 28: Our products: Progress and Customers
Our products Progress For personal use only Customers • GlaxoSmithKline (Australia) • Ankur Seeds • IntelliSeedTM is being trialed by prospective customers in • India, India • USA, • Australia, • Europe, Europe and • Asia. Development of an extensive range of product offerings 28 28
Slide 29: Our products
For personal use only Our products 29 29
Slide 30: Consolidated financial results 2009/2010
For personal use only DataDot Technology Limited – consolidated financial results 2009/2010 (A$000’s) • Revenues © 23% 8 160 to 10 8,160 10,011 011 • Gross Profit © 39% 4,788 to 6,667 • Operating Expenses ª 16% 6,148 to 5,180 • Net Profit after Tax © ((10,817)) to 931 • EBITDA © (9,187) to 1,287 • E
Slide 31: Key future business development initiatives
Key future business development initiatives For personal use only 1. Genuine Parts Authentication (combined DataDot and DataTraceDNA products): • Computer manufacturers, and • Auto manufacturers. 2. Environmental program g (combined DataDot and DataTraceDNA products): • Supported by the EPA, and • S
DataDot Technology — Shareholder Meeting (November 2010) on 6ix