Recon Technology, Ltd. · NASDAQ:RCON
Recon Technology — M Vest LLC and Maxim Group LLC Inaugural Emerging Growth Virtual Conference March 2021
18 slides from Recon Technology's conference presentation, Mar 15, 2021
Slide 1: Recon Technology, Ltd (Nasdaq: RCON) Emerging Growth Virtual Conference March 2021
www.recon.cn Recon Technology, Ltd (Nasdaq: RCON) M Vest LLC and Maxim Group LLC Inaugural Emerging Growth Virtual Conference March 2021 Jia Liu — CFO
Slide 2: Disclaimer: Forward-Looking Statements
Disclaimer Forward - Looking Statements This presentation contains forward - looking statements . All statements other than statements of historical facts may be forward - looking statements . Forward - looking statements generally relate to future events and include, without limitation, projections
Slide 3: Company Overview
Company Overview
Slide 4: Equity Snapshot
Equity Snapshot Ticker RCON ( Nasdaq CM) Market Cap * $54.60 M Stock Price * $2.98 Shares Outstanding ** 18.31M Public Float * 16.13 M Insider Holdings ** 11.0% Institutional Holdings*** 0.44% Industry Oil & Gas Fiscal Year End June 30 Founded 2007 Listed July 2009 * As of March 11, 2021 ** Accordin
Slide 5: Enabling Digital Transformation of Energy Companies
Enabling Digital Transformation of Energy Companies. As an independent service integrator , our mission is to help clients improve their efficiency and profitability with leading technologies and comprehensive solutions. Our Business Our Mission Automation System & Service Heating Furnaces & accesso
Slide 6: Growth Strategy
Growth Strategy
Slide 7: Technology: Automation & AI & Big Data, ESG Focus
Technology: Automation & AI & Big Data, ESG Focus * from: http://www.strategyand.pwc.com/reports/improving - oil - gas - efficiency - digital SCADA Big Data, IoTs Digitizing the Future Oilfield* Current automation resolution Data Acquisition + Manual analysis Data Process + Intelligent Analysis
Slide 8: M&A: Future Gas Station (FGS)
M&A ： Future Gas Station (“FGS”) 460 Operating Gas Stations 5M Monthly active users1.8M + Users 43 .05% 3 times user % in every 3 months Repurchase rate* $2.6M YEAR 2019+2020 Operation revenue $54 Record: 6.7K Ave. income increase for gas station staffs 3% Marketing Costs saved per ton of gasoline*
Slide 9: Gas Station: Huge Market Potential & Great Challenge
Gas Station: Huge Market Potential & Great Challenge. 110,000 Gas Stations 300M Car Owners $450B Annual Transaction of Gasoline & Diesel Consumer Energy Market in China* Challenges & Opportunities Insufficient C ustomer U nderstanding Poor C ustomer E xperience Note: All the numbers are based on man
Slide 10: Acquisition: Future Gas Station (FGS)
Acquisition ： Future Gas Station (FGS) Dummy Title Producer of Fueling Machines ： Manufacturers to service provider, providing complete transaction records to gas stations owners. Dummy Title Gas Stations ： User Profiling Membership Card System Online payment platform/ Bank / etc. Car owners/ Compan
Slide 11: FGS simplifies the way gas stations operate
FGS simplifies the way gas stations operate. People can go to gas stations and refuel their cars by just entering the last 6 digits of their cell phone number. We designed this fuel dispenser - based aggregate payment system and a complete data analysis platform for our clients and provide them with
Slide 12: Ready for Rapid Replication: Client Bases
Ready for Rapid Replication ： Client Bases (with No. of gas stations to operate) Shanghai 146 Jiangsu 682 Hunan 620 Yunnan 806 Chongqing 588 Gansu 804 Henan 851 Guangdong 701 Anhui 561 Shandong 958 Hubei 832 Zhejiang 492 Fujian 490 Heilongjiang 1119 Beijing 153 Current client base Target bases for c
Slide 13: FGS: Three-year Plan
FGS: Three - year Plan * User ： 16.72 Million+ Annual Transaction ： $1.6B Membership ： 1.67 Million+ Service Income* * : $7.08 Million 5,600 Gas Stations 2021 2022 2023 10,792 Gas Stations 15,000+ Gas Stations User ： 32.3 Million+ Annual Transaction ： $4.1B Membership ： 6.18 Million+ Service Income*
Slide 14: Financials
Financials
Slide 15: Financials: Revenue
Financials: Revenue 6.43 8.86 12.8 14.91 9.30 $0.00 $4.00 $8.00 $12.00 $16.00 FY2016 FY2017 FY2018 FY2019 FY2020 Revenue ($ million) FY2016 FY2017 FY2018 FY2019 FY2020 Automation 4.05 3.30 2.87 9.26 7.27 Equipment & Accessories 2.02 3.93 9.66 3.49 2.01 Oilfield Environment Prot. 0.36 1.62 0.27 2.16
Slide 16: FGS Platform Gross Merchandise Volume (GMV)
FGS Platform Gross Merchandise Volume (“GMV”) Coronavirus Pandemic 8% equity interest 100+ stations deployed Increased to 43% equity interest 460+ stations deployed Increased to 51% equity interest. Recon’s First Investment - Recon’s Second Investment - Recon’s Third Investment -
Slide 17: Thanks! IR Contact
THANKS! IR Contact : Ms . Liu Jia Chief Financial Officer Recon Technology, Ltd Phone : + 86 ( 10 ) 8494 - 5799 Email : liujia@recon . cn info@recon . cn
Slide 18: Appendix: Management & Directors
Appendix: Management & Directors Mr. Shenping Yin Founder, Director and CEO 18 years of experience in the automation industry Mr. Guangqiang Chen Founder, Director and CTO 30 years of experience in the oil & gas industry Ms. Jia Liu CFO & Investor Relations AICPA, 12+ years of financial management e