Ava Risk Group Ltd. · ASX:AVA
Ava Risk — Investor Presentation (May 2019)
19 slides from Ava Risk's investor presentation, May 27, 2019
Slide 1: Investor Presentation – May 2019
Investor Presentation – May 2019
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation is given on behalf of Ava Risk Group Limited (AVA) Information in this presentation is for general information purposes only, and is not an offer or invitation for subscription, purchase, or recommendation of securities in AVA. Certain statements in this
Slide 3: Corporate Overview
Corporate Overview KEY MARKET STATISTICS BOARD & KEY MANAGEMENT ASX Code ASX.AVA David Cronin Chairman Share price (as at 03 May 2019) $0.180 Scott Basham Group CEO Market Capitalisation $37.9m Rob Broomfield COO – Technology Division Shares on issue 210.6m Leigh Davis Group CFO Cash (as at 31 Mar.
Slide 4: Company Overview
Company Overview AVA Group is a diversified risk management technology and services company operating across 15 countries 32% 51% 17% Services division AVA Global Logistics HY19 revenue contribution Future Fibre Technologies Technology division BQT Solutions
Slide 5: Major Organizations All Around the World Depend on AVA
Major Organizations All Around the World Depend on AVA
Slide 6: Services Division – Ava Global Logistics
Services Division – Ava Global Logistics • Ava Global Logistics is a growing global provider of secure international logistics of high-risk valuables, precious metals and currency. • Provides fully insured (underwritten by Lloyds), door to door services, utilising a network of highly experienced sec
Slide 7: Technology Division – Future Fibre Technologies
Technology Division – Future Fibre Technologies • FFT is a global leader in fibre optic intrusion detection systems, with a track record of delivering highly intelligent, reliable, and award-winning intrusion detection solutions for the protection of critical sites and infrastructures. • FFT’s advan
Slide 8: Technology Division – BQT Solutions
Technology Division – BQT Solutions • BQT’s secure, reliable smart reader and card systems, biometric solutions, electric locking, and access control products are utilised at over 3,500 sites in more than 50 countries. • A leader in high security access control technology used in some of the most hi
Slide 9: Imminent New Orders Will Drive Major Evolution & Scale
Imminent New Orders Will Drive Major Evolution & Scale The Technology Division is in the final stage of negotiations with a major overseas customer for a significant (5 year) long term order to deliver large-scale monthly quantities of one of our world-leading and award- winning locking products. Th
Slide 10: Aura Ai-2 Platform Driving New Critical Infrastructure Sales Globally
Aura Ai-2 Platform Driving New Critical Infrastructure Sales Globally FFT Aura Ai-2 selected for large air base security upgrade in India. Contract is valued at US$3.5m (A$5.0m) and will see our technology deployed across 23 airbases over 18-24 months. Contracts from two customers also received with
Slide 11: New Technical Support Capabilities will Grow After-Market Annuity Revenues
New Technical Support Capabilities will Grow After-Market Annuity Revenues The business is in the process of completing efforts to be able to provide new and better ways of delivering enhanced technical service support to our customers. The use of innovative ICT applications, and remote diagnostic t
Slide 12: India MoD Contract Now Underway
India MoD Contract Now Underway Ava’s Future Fibre Technologies’ data network security solution has been selected to protect one of the world’s largest closed user group data networks for the exclusive use of more than one million military personnel: • Formal PO issued to SFO delivering US$11.9m (A$
Slide 13: India MoD Forecast Revenue/Cash Profile
India MoD Forecast Revenue/Cash Profile Ava is expecting to receive US$11.9m (A$16.86m) in revenue over the next 14 months. The below tables show the forecast revenue and cash profile of the Indian MoD contract (converted to AUD): Month May 19 Jun 19 Jul 19 Aug 19 Sep 19 Oct 19 Nov 19 Dec 19 Sub Tot
Slide 14: AURA IQ Update
AURA IQ Update 3 Fully Funded Collaborative Operational Pilots Underway $312M Total Addressable Market Pilot 1 – LATAM $30M • 1st Operational Pilot Program now underway with a large multinational corporation that Served Available Market helped fund the initial research into AURA IQ, which will run u
Slide 15: Group-Wide Focus on Cost
Group-Wide Focus on Cost The business has restructured its management team to reduce overhead, right size our cost base, and manage our reduced working capital position. Ava Group has achieved ongoing cost savings compared to 1H FY2019 of A$1.2M p.a. This is in addition to the A$1M p.a. achieved fol
Slide 16: Services Division – Performance Update
Services Division – Performance Update Strong YoY improvement and positive outlook • Gross Margin is forecast to increase by 5% in 2H FY2019, relative to 1H FY2019, due to growing economies of scale, price increases and higher margin new business. • The pipeline of potential new clients has increase
Slide 17: Technology Division – Performance Update
Technology Division – Performance Update Strong Performance Visibility & Innovation • Gross Margins increased to 68% in 1H FY2019 from 65% in 1H FY2018 due to growing sales of the FFT Aura Ai product line. • Strong backlog of Purchase Orders received, currently in excess of A$3.8M. • Returns from in
Slide 18: Summary
Summary World Class Products Strong, Profitable Revenue Growth • Investment in Aura AI platform has generated • Cost management program executed, on-going cost material revenue to date with a strong order book savings compared to 1H FY2019 of $1.2M p.a., in and significant upside at attractive margi
Slide 19: Security Risk Management
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