Datadot Technology Limited · ASX:DDT

Datadot Technology — Investor Presentation (October 2015)

24 slides from Datadot Technology's investor presentation, October 2015

  1. Slide 1: Corporate Overview October 2015

    Corporate Overview October 2015

  2. Slide 2: Disclaimer

    DataDot Technology Limited DISCLAIMER Disclaimer: This presentation has been prepared by DataDot Technology Limited (“DataDot”) based on information available at the time of preparation. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctn

  3. Slide 3: Corporate Data

    CORPORATE DATA • Core Technologies: • DataDotDNA: Leading asset protection, theft deterrent solution • DataTraceID: Anti-counterfeiting and authentication solution • Australian Stock Exchange listed in 2005 (ASX:DDT) • Market capitalisation: A$18.8 million (at A$0.025 per share) • Issued Capital: 75

  4. Slide 4: Company Directors

    COMPANY DIRECTORS Mr Bruce Rathie – Chairman (B.Com., LL.B., MBA, Grad Dip CSP, SA Fin., FAICD, FAIM) Mr Rathie joined the Board as a non-executive Director and Chairman in October 2009 and was appointed Executive Chairman in January 2012. He is a lawyer having held several senior positions in inves

  5. Slide 5: Senior Management

    SENIOR MANAGEMENT Mr Temogen Hield – B Science (Computer Science), B Law and Masters Law - CEO Temogen Hield is an accomplished senior executive with strong experience in strategy, innovation, business development and customer engagement. He has held a number of senior leadership roles, his most rec

  6. Slide 6: Global Network

    GLOBAL NETWORK Distributors and Subsidiaries (UK & USA) in more than 20 countries, with manufacturing in five countries

  7. Slide 7: DataDotDNA

    DataDotDNA® What is it? Tiny polymer or metal discs with unique identifying codes that can be brushed or sprayed onto assets. What does it do? Can be read with a simple magnifying device and has the primary objective of deterring and preventing theft. The asset and its owner can be identified via a

  8. Slide 8: DataDotDNA Diversification & Growth Strategy

    DataDotDNA® Diversification & Growth Strategy Regional Strategy for DataDotDNA USA / Americas Australia • Aggressively market Industrial products in utility, telco, oil & gas and transport sectors based on success with Con Ed and Excel • Push into industrial space including National Equipment Regist

  9. Slide 9: DataDotDNA Key Automotive Clients

    DataDotDNA® Key Automotive Clients

  10. Slide 10: DataDotDNA Key Commercial Clients

    DataDotDNA® Key Commercial Clients USA Heavy Equipment

  11. Slide 11: DataDotDNA Success Statistics

    DataDotDNA® Success Statistics Microdot Market Share: Customer Success: • South Africa: >70% • European Automotive client: • Taiwan: >50% >60% theft reduction • Large US Telecommunications company: >90% theft reduction • Large US Utility company: >90% theft reduction

  12. Slide 12: DataTraceID

    DataTraceID What is it? Forensic Tracers bond to the molecular structure of the host material, detectable in very small concentrations by a sophisticated smart reader. The Tracers withstand explosions, fire and heat. This technology was developed and patented by the Commonwealth Scientific and Indus

  13. Slide 13: DataTraceID Diversification & Growth Strategy

    DataTraceID Diversification & Growth Strategy Global Strategy for DataTraceID • Build on existing client base in gaming pharmaceuticals, food and beverages, tobacco etc. • Pursue global branded product companies in US, Europe, Asia and elsewhere. • Grow initiatives in China in tobacco, consumer prod

  14. Slide 14: DataTraceID Success

    DataTraceID Success Reputable Clients: • Largest casino chips manufacturer in Asia • 2nd largest alcohol company in China • Top 5 global pharmaceutical company • US government departments using/trialling product • Global US-based consumer food company adopting product

  15. Slide 15: Industry Statistics

    INDUSTRY STATISTICS Theft* (DataDotDNA Market) Counterfeit** (DataTraceID Market) Automotive: Global: • $6.5 Billion US Annually • $650 Billion Annually Cargo / Transportation: US: • $15 Billion US Annually • $200 Billion Annually Industrial Assets (Copper, Physical Assets) • $10 Billion US Annually

  16. Slide 16: Financial Performance

    FINANCIAL PERFORMANCE AUD$m Year 2013 2014 2015 Revenue 7.0 7.2 7.0. EBITDA 0.30 (0.84) (0.28) NPAT (0.22) (1.29) (0.87) Note *1 • Substantial improvement in profitability (EBITDA) for 2015 based on cost reduction and efficiency gains. • Revenue growth anticipated in 2016 due to strong pipeline unde

  17. Slide 17: Investment Summary

    INVESTMENT SUMMARY • Improved profitability performance FY 2015 with revenue growth anticipated in 2016 • Strong cash position (over $4m) with no capital requirements anticipated. • With nearly 50% of revenue coming from US and Europe, earnings are leveraged to reductions in the value of the AUD. •

  18. Slide 18: Appendix

    APPENDIX • Industrial Product • National Registers • China Anti Counterfeit initiative • Global Genuine Parts Security Program • Australia, Asia and US Defence Industry • Bulk Materials

  19. Slide 19: Industrial Product

    INDUSTRIAL PRODUCT View Con Edison’s press release Customer Success: • Industrial application gains in traction with adoption by Excel Energy and Con Ed (see ASX announcements). • Large and growing pipeline in the US. • Theft of copper in North America is a cost to public safety, corporate productiv

  20. Slide 20: National Registers

    NATIONAL REGISTERS • Built on a shared platform for simple, global law enforcement access • Insurance agencies actively support the Registers because: policy holders who participate in theft prevention programs are usually a better risk; a theft alert enhances the likelihood of recovering the asset,

  21. Slide 21: China Anti-Counterfeit Initiative

    CHINA ANTI-COUNTERFEIT INITIATIVE • Capitalise on new Chinese Government regulations aimed at stamping out counterfeit consumer products manufacturing. • Work with our existing clients in alcohol, tobacco, pharmaceutical, automotive and spectacle frame industries and their industry associations to i

  22. Slide 22: Global Genuine Parts Security Program

    Global Genuine Parts SECURITY PROGRAM The purpose of the DataDot Technology Genuine Parts Security Programme is to protect the integrity of the OEM Brands and legitimise authentic parts in response to damaging activities of: • Counterfeit Manufacturers • Third Shift Operations • Parallel Imports The

  23. Slide 23: Australia, Asia and US Defence Industry

    Australia, Asia and US DEFENCE INDUSTRY • Counterfeiting is a major risk within the military and defence material industry • In the US, Asia, and Australia, investigations are underway to reduce this risk • DataDot Technology solutions are being considered in these investigations • A wide range of p

  24. Slide 24: Bulk Materials

    BULK MATERIALS • DataTraceID has identified as a growth area the application of its technology in industrial bulk materials. Selected industry segments are • Construction materials (paints, coatings, concrete) • Agricultural products (seeds, fertiliser) • Benefits include anti-counterfeit protection

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