Tz Limited · ASX:TZL
Tz — NWR Security Technology Small Cap Conference (July 2024)
14 slides from Tz's conference presentation, Jul 11, 2024
Slide 1: TZL Investor Presentation
TZL Investor Presentation NWR Security Technology Small Cap Conference 11 July 2024
Slide 2: Disclaimer
Disclaimer Future Performance The information contained in this presentation has been Forward looking statements, opinions and estimates provided in this prepared by TZ Limited ACN 073 979 272 (Company). presentation are based on assumptions and contingencies which are subject to change without noti
Slide 3: Who we are
Who we are … ASX: TZL Global provider of smart locking, access control, and smart locker solutions TZI UK TELEZYGOLOGY, INC. TZ LIMITED TZI SINGAPORE TZI AUSTRALIA Top 20 Shareholders own 75% of Company Quality Register 3 TZ.net
Slide 4: Smart Lockers
Where we participate … Smart Lockers
Slide 5: Smart Locker Solution Specialists
Smart Locker Solution Specialists Preferred Supplier to the world’s leading corporations 5 TZ.net
Slide 6: Data Centre Security
Where we participate … Data Centre Security
Slide 7: DC Micro-Security Solution Specialists
DC Micro-Security Solution Specialists Preferred Supplier to the world’s leading DC Operators 7 TZ.net
Slide 8: Business Snapshot (unaudited management accounts)
Business Snapshot (unaudited management accounts) REVENUE RECURRING REVENUE EBITDA ~ $14m $3.8m (forecast) ~ $0.7m Revenue Recurring Revenue EBITDA AUD $m AUD $m AUD $m $25 $4.0 Management $4.0 Restructure $20 $2.0 $3.0 2020 2021 2022 2023 $15 $0.0 2024 $2.0 Forecast $10 -$2.0 $1.0 $5 -$4.0 $0 $0.0
Slide 9: We have some growth in established sectors
We have some growth in established sectors 4,360 higher education institutions in the US. Less than 500 are currently using Parcel Lockers. Grow business in Grow Corporate Locker US Educational Sector business with Large Enterprise Customers 9 TZ.net
Slide 10: FY25: A new growth path
FY25: A new growth path … Grow by Acquisition (debt-funded) Tenant App / Residential Play High-rise Residential, Mixed Use, Build to Rent, Aged Care All high growth sectors 368,000 high rise residential apartments in Australia Over 5M condos in the USA 10 TZ.net
Slide 11: What is a Tenant App?
What is a Tenant App? A mobile app that provides tenants with a platform to access a range of Tenant services … > Facility Bookings > Tenant Communication > Payment Services > Rental Administration A micro-social platform 11 TZ.net
Slide 12: Synergy?
Synergy? Regional Established Market Operations Launch platform Already sell into the into international residential market markets Established Established Customers Infrastructure Property Developers, Cloud Services, Property Managers, Security Compliance Existing Clients SW Capability Cross-Sellin
Slide 13: The Tenant App Market
The Tenant App Market High growth sector with big Recent $45m cap raise players in the market Strong Market Activity acquisitions, expansion capital, etc.. >OverEssensys – $45M cap $300m of acquisitions raise LANE & RISE > VTS – over $300M in acquisitions (LANE and RISE) 13 TZ.net
Slide 14: TZ.net
14 TZ.net
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