Hydrix Limited · ASX:HYD
Hydrix — Investor Presentation (July 2020)
19 slides from Hydrix's investor presentation, Jul 6, 2020
Slide 1: Investor Presentation - Capital raising
For personal use only INVESTOR PRESENTATION Capital raising 6 July 2020
Slide 2: Executive Summary
Executive Summary • 1H’20 Services revenue grew by 44% to $8.2m vs pcp For personal use only Pre • At end of 1H’20, HYD was on track to achieve 15%+ YoY growth rate and deliver a full year cash operating profit 1 for FY20 COVID-19 • Signed distribution agreement with AngelMed, with first implants sc
Slide 3: Hydrix – Business Overview
Hydrix – Business Overview Hydrix is leveraging its powerful product innovation capability to capture more of the value it creates across multiple growth platforms For personal use only Hydrix Services Hydrix Ventures Hydrix Medical Product Design & Engineering Services Direct & ‘Equity for Service’
Slide 4: Services: Global Expertise In Large & Growing Sectors
Hydrix Services: Global Expertise In Large & Growing Sectors Creating leading products & innovations that transform markets For personal use only Medical Technologies Industrial & Mining Defence & Rail Portable X-Ray Machine Mining Defence Training Hydrix was the primary Hydrix is driving technology
Slide 5: Services: FY20 Financials
Hydrix Services: FY20 Financials For personal use only Revenue Growth1 ($m) Key Insights Delivered three-years of strong revenue • 1H’20 Services revenue grew by 44% to $8.2m vs pcp $18.0m ~$14.7m • FY20 Services revenue guidance ~$14.7m (vs. $13.3m in FY19)1 Guidance $16.0m • At end of 1H’20, HYD w
Slide 6: Ventures & Hydrix Medical: Buy, Build & Invest strategy
Hydrix Ventures & Hydrix Medical: Buy, Build & Invest strategy Hydrix Medical and Hydrix Ventures: Leveraging the skill sets within the Hydrix Services division to create and/or capture more of the value that it creates for its customers For personal use only Capital Gains Value driven from equity i
Slide 7: Medical - Overview
Hydrix Medical - Overview For personal use only Hydrix Medical’s mission is to identify & distribute tech-rich cardiovascular products, technologies and services in Asia-Pacific markets that will: • Improve patient quality of life and well-being • Provide a greater sense of freedom & mobility 1st po
Slide 8: Medical - 1st Portfolio Product: The AngelMed Guardian
Hydrix Medical - 1st Portfolio Product: The AngelMed Guardian® For personal use only World’s first FDA approved implantable heart attack alert system using patented AI & Machine Learning algorithms – FDA approved 1st generation device in April 2018. Undertaking FDA approval for upgraded longer-life
Slide 9: The AngelMed Guardian - Value Proposition
The AngelMed Guardian® - Value Proposition For personal use only 1 Detects previously 2 Reduces false positive hospital untreatable silent MIs, visits. Improved preservation reduces symptom to door Improved Reduced of left ventricular status helps time & detects other patient care costs decrease lon
Slide 10: Large market opportunity in Asia Pacific
The AngelMed Guardian® Large market opportunity in Asia Pacific Potential Market Penetration For personal use only Annual Sales Volume (units) Annual Sales Value (A$)3 Region1 Population (m) ACS Incidences p.a. 2 1.0% 5.0% 1.0% 5.0% Australia 25.1 75,000 750 3,750 $5.6m $28.1m Initial Target Singapo
Slide 11: Medical: Cardiac Patient Vision
Hydrix Medical: Cardiac Patient Vision For personal use only Patient monitoring Managed Information Clinical Benefits Emergency tracking and alert ‘data’ transmitted through to managed cloud services network Secured data may be stored for later Cardiac monitoring retrieval by GP devices communicate
Slide 12: Value Proposition: Sum of the Parts
Value Proposition: Sum of the Parts Significant upside value potential when reviewing Hydrix on a sum of the parts approach…merit for each of the three divisions to be individually valued at greater than the Company’s current raise market cap of ~$7m For personal use only Hydrix Services Hydrix Vent
Slide 13: Capital Raising
For personal use only Capital Raising
Slide 14: Capital Raising – Offer Details
Capital Raising – Offer Details • Placement to raise approximately A$1.0m (“Placement”) For personal use only • Fully underwritten, 1 for 3 pro-rata non-renounceable entitlement offer to raise approximately A$2.0m (“Offer”) • Approximately 13.3 million new shares will be issued under the Placement a
Slide 15: Offer Timetable
Offer Timetable1 For personal use only Trading Halt 1 July 2020 Trading halt lifted and announcement of Entitlement Offer 6 July 2020 Record date for Entitlement Offer (7:00pm AEST) 9 July 2020 Entitlement Offer opens (9:00am AEST) 13 July 2020 Entitlement Offer closes (5:00pm AEST) 23 July 2020 Ann
Slide 16: Corporate snapshot
Hydrix – a corporate snapshot For personal use only Major Shareholders Shares (m) % Capital Structure (as of 30 June 2020) John W King Nominees & Associates 16.7 21.0% Ticker HYD Jasper Capital P/L 3.0 3.8% Share Price $0.10 BNP Paribas Noms P/L (Acorn Capital) 2.8 3.5% Shares on Issue (m) 79.6 Flet
Slide 17: Board & Senior Management Team
Board & Senior Management Team Hydrix’s board and leadership teams have the experience and drive to ensure the success of the Company For personal use only Hydrix Board Gavin Coote Paul Wright Joanne Bryant Julie King Alyn Tai Executive Chairman Non-Executive Director Non-Executive Director Non-Exec
Slide 18: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Hydrix Limited (the “Company” or “Hydrix”). This presentation is being provided to investors for the sole purpose of providing preliminary background financial and other information to enable recipients to review the business ac
Slide 19: For personal use only
For personal use only hydrix.com 30-32 Compark Circuit Mulgrave VIC 3170 Australia ASX:HYD