Global Health Limited · ASX:GLH
Global Health — Investor Presentation (October 2022)
21 slides from Global Health's investor presentation, Oct 18, 2022
Slide 1: 11th Annual Australian Microcap Investor Conference
11th Annual Australian Microcap Investor Conference 18-19 October 2022 18/10/2022 Presented by Michael Davies, Chief Executive Officer ASX:GLH
Slide 2: Disclaimer
Disclaimer Disclaimer This Presentation contains summary information about Global Health Limited ACN 091 377 892 (Global Health or the Company) and its activities as at 30 June 2022. The information in this Presentation is of a general nature and does not purport to be complete or comprise all infor
Slide 3: About us
About us >
Slide 4: Global Health Limited
About us Global Health Limited Global Health is an Australian public-listed company (ASX:GLH) with a comprehensive portfolio of healthcare software applications directed at “Connecting Clinicians and Consumers”. Our digital health technology solutions are strongly focussed on patient engagement and
Slide 5: Our solutions
About us Our solutions MasterCare is the leading Australian health sector brand of Global Health, an Australian based company with over 20 years in healthcare Our solutions are integral to running a community health organisation or a private/independent hospital • These solutions are long term • Our
Slide 6: Our sectors of engagement
About us Our sectors of engagement 1. 2. 3. 4. Community Private and Specialist Mental Allied Health and Health Providers Independent Hospitals Health Providers General Practice Community health providers Small to medium sized Specialist mental health Allied health and general including mental healt
Slide 7: Industry dynamics
Industry dynamics >
Slide 8: Industry dynamics
Industry dynamics Industry dynamics Right care, right Outcomes Reconfigure the Collaboration Digital and Keeping people Consumer place and time based funding workforce analytics healthy empowerment Public and private Implement new Shift from volume to Build new organisations, Leverage Shift focus fr
Slide 9: Competitors & GLH positioning
Competitors & GLH positioning >
Slide 10: Competitors and GLH Positioning
Competitors and GLH Positioning Competitors and GLH Positioning • Enterprise International players target large public providers • US Dollar currency fluctuation is creating pricing complexity for users of large US based solutions • Smaller independent local players target point solutions • The dept
Slide 11: Growth strategies
Growth strategies >
Slide 12: Growth strategies
Growth strategies Growth strategies • Delivering solutions for private hospitals managing long and large backlogs of operation/surgeries ~ digitisation to drive efficiency • Using our vast mental health expertise gained over more than 10 years to support in the delivery of mental health services/com
Slide 13: Financial highlights
Financial highlights >
Slide 14: Financial highlights
Financial highlights Financial highlights A year of investment, following a capital raising, has delivered a material increase in sales, marketing and software development capability. Reduced professional service revenue in FY22 impacted the top line, however, recently secured sales will remediate t
Slide 15: Key statistics
Financial highlights ▪ Recurring revenue Key statistics ▪ One off customer revenue Recurring Revenue Recurring revenue base of the business increased 10% to $5.19m FY20 FY21 FY22 FY20 FY21 FY22 FY23 (YTD) One Off Customer Revenue New Contract Value Professional services down Recurring revenue uplift
Slide 16: Moving Forward
Moving Forward >
Slide 17: Why invest in Global Health?
Moving forward Why invest in Global Health? • Strong balance sheet and a positive pipeline of opportunity • In home care capabilities position us well to capitalise on this rapidly emerging demand in healthcare • Continued expansion opportunities for which we are well placed • Long cycle contracts p
Slide 18: Major shareholders
Major shareholders >
Slide 19: Insights
Major shareholders Insights Shares on Issue: 56.65 million Market cap: $17 million as at 13/10/22 Top 20 hold: 79.6% Top 10 Shareholders ASX:GLH Rank Name 28 Sep 2022 %IC 1 MICRON HOLDINGS PTY LTD 17,050,324 30.10 2 J P MORGAN NOMINEES AUSTRALIA PTY LIMITED 6,032,194 10.65 3 MICRON HOLDINGS PTY LTD
Slide 20: Our Experienced Board of Directors
Major shareholders Our Experienced Board of Directors MATHEW CHERIAN STEVEN PYNT KAREN CORRY GRANT SMITH STEVEN STRANGE Executive Director Independent Chairman Independent Independent Independent Non-Executive Director Non-Executive Director Non-Executive Director Experienced leader who Former Direc
Slide 21: For Further Information
Michael Davies Chief Executive Officer, Global Health Limited T: (03) 9675 0614, M: 0429 306 650 E: michael.davies@global-health.com For Further Information Rod North (Investor Relations, Media & PR) Managing Director, Bourse Communications T: (03) 9510 8309, M: 0408 670 706 E: rod@boursecommunicati