Terragen Holdings Ltd · ASX:TGH
Terragen — Thorney Investment Forum 2019
14 slides from Terragen's conference presentation, Nov 20, 2019
Slide 1: Thorney Investment Forum – Company Presentations (ASX announcement)
Thorney Technologies Ltd ABN 66 096 782 188 ASX Announcement: 20 November 2019 ASX Code: TEK For personal use only THORNEY INVESTMENT FORUM – COMPANY PRESENTATIONS Please find attached a company presentation from Terragen Holdings Limited being presented at today’s Thorney Investment Forum in Melbou
Slide 2: Harnessing the Power of Selected Microbes to Support Sustainable Agriculture
For personal use only HARNESSING THE POWER OF SELECTED MICROBES TO SUPPORT SUSTAINABLE AGRICULTURE Thorney Opportunities Ltd / Thorney Technologies Ltd Investment Forum 20 November 2019
Slide 3: Driving Change in Agriculture
DRIVING CHANGE IN AGRICULTURE Industry Challenges And Changing Consumer Demands For personal use only Consumer demands Regulatory tailwinds 2
Slide 4: The Terragen Microbe Solution
THE TERRAGEN MICROBE SOLUTION For personal use only Chemical Biological Solutions Solutions Today Applied Biotechnology Sustainability Tgnx Tgny Tgnz Tgn7 Tgn11 Tgn15 Tgn18 Tgn23 Tgn42 Tgn62 Tgn131
Slide 5: Terragen Overview: Natural Microbial Products for Crop and Animal Health
TERRAGEN OVERVIEW: Natural Microbial Products For Crop And Animal Health For personal use only • Suite of patented natural microbial products that increase yield / growth in broad range of applications • Reduces the reliance on chemical-based soil fertilisers and crop pesticides and antibiotics for
Slide 6: One Platform: Many Applications
ONE PLATFORM: MANY APPLICATIONS For personal use only HALO Use Crop production Udder health in dairy Animal nutrition Anti-inflammatory for animals livestock & companion Validated animals Yield increase Improvement in milk Improved feed Performance quality conversion Dependent on Concentration 10 Li
Slide 7: The Terragen Microbe Solution: Microbial Combination Approach
THE TERRAGEN MICROBE SOLUTION For personal use only Microbial Combination Approach Drives Growth Suite of Probiotic Microbes Selected to Achieve Synergistic Effect Biomass 0 Benefits Soil Health and Plant Growth, as well as Single Microbe Effects –> Microbe Combination Effects Animal Nutrition and A
Slide 8: Great Land Demonstrated Benefits
GREAT LAND DEMONSTRATED BENEFITS: Accelerated root development example For personal use only No treatment control 10 µl Great Land® 50 µl Great Land ®
Slide 9: Business Model: Pathway to Scale
BUSINESS MODEL Pathway To Scale For personal use only Sales volume growth Large scale Access to White label opportunities Data production distribution capability channels Broader range of applications Extensive verification 95% excess capacity 67 retail outlets just signed 8
Slide 10: Competitive Landscape: Why Terragen Is Uniquely Positioned
COMPETITIVE LANDSCAPE Why Terragen Is Uniquely Positioned For personal use only Product(s) Microbiome Targeted Microbe Combination by Independent Trial Rebalancing Selection Design Data Micro Plus / Microbalance Nutri-Life Micro /Revitalize/ Microsol Soil & Seed VAM Grow Plus Rhizo Vital 42 Serifel
Slide 11: Market Areas of Focus
MARKET AREAS OF FOCUS Example: US Cattle Market For personal use only 93.7M cattle in the US 25.5M US Top 5 States cattle in Australia vs Texas Nebraska 12m 6m Kansas 6m California 5m Oklahoma 5m 34 m Primarily in pasture [much lower feedlot numbers] 10
Slide 12: Market Opportunity and Growth Strategy
MARKET OPPORTUNITY AND GROWTH STRATEGY Terragen’s Growth Plans Include The Following Specific Efforts: For personal use only • Increase scale and distribution networks for Great Expected size of US Land and Mylo® in Australia and New Zealand; US$270M biostimulants market in 2025. • The roll out of T
Slide 13: The Terragen Board
THE TERRAGEN BOARD For personal use only JUSTUS HOMBURG DR PAUL SCHOBER MR SAM BROUGHAM MD & CEO Proposed Chairman – on and from Listing Non-Executive Director and current Chairman 30 years’ experience in the commercialisation of agricultural 30 years’ experience in the animal health industry
Slide 14: Terragen Investment Proposition
TERRAGEN INVESTMENT PROPOSITION Technology + Productivity + Sustainability = Opportunity For personal use only Soil Health HALO Sustainable Animal Plant Health Health Well-placed to take advantage of growing market driven by consumer demand and regulation Only listed plant & On-farm validated Abilit