Murray Cod Australia Limited · ASX:MCA
Murray Cod Australia — Market Eye Virtual Conference Series 2020
15 slides from Murray Cod Australia's conference presentation, Jun 5, 2020
Slide 1: Murray Cod Australia Ltd
Murray Cod Australia Ltd ASX:MCA 5 June 2020 Presentation at Market Eye’s virtual conference series Murray Cod Australia Limited (ASX: MCA; Murray Cod Australia or the Company) advises that Chairman, Ross Anderson, will be presenting at Market Eye’s Virtual Conference on “Business responding to chan
Slide 2: Life Tastes Better Our Way
ASX Code: MCA M u r r a y C o d A u s t r a l i a Ltd L I F E TA S T E S B E T T E R O U R WAY 1
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Murray Cod Australia Limited (the *Company’). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentatio
Slide 4: MCA - Investment Proposition
MCA - INVESTMENT PROPOSITION Luxur y Product: High Growth: Green & Highly sought after as a Production capacity sustainab le : Grown in table fish by consumers 40 tonnes pa in 2017 natural habitat, strong and chefs. now over 1000 tonnes. synergies with irrigated Aiming for 10,000 tonnes agriculture,
Slide 5: A Unique Opportunity – Land Based Aquaculture
A UNIQUE OPPORTUNITY – LAND BASED AQUACULTURE Climate change, global population pressure on oceans and declining wild fish stocks. Global demand for protein – especially for high quality fish protein. Innovation via existing local infrastructure and a rare premium native fish. 4
Slide 6: What is Aquna Cod
• One of the world’s largest freshwater fish. WHAT IS AQUNA COD • Historically it was a premium table fish. • It has a creamy white flesh with firm texture and mild taste (similar to Soon Hock). • In 1880’s highly profitable commercial fisheries sprang up in the Murray-Darling Basin and Australia co
Slide 7: We Have Distinct Differences as a Listed Aquaculture Company
WE HAVE 2 DISTINCT DIFFERENCES AS A LISTED AQUACULTURE COMPANY 1. Land-based 2. Aquna Cod is a luxury production model product – not a commodity 6
Slide 8: Land Based Production
LAND BASED PRODUCTION Land Based Model • No bad weather issues. • Ver y low water usage. • Risk issues are usually reduces costs and • No seals or sharks. • Fresh water does not limited to one pond. risk considerably • Easy access on land rust our equipment as • Rising ocean vehicles and by foot. ra
Slide 9: Global Luxury Food Brand
GLOBAL LUXURY FOOD BRAND Life Tastes Better Our Way We believe the best product comes from the best approach. We want to make an impact on peoples plates and their wider lives by inspiring a better way to deliver the future of food production. Our premium taste Innovation always at our People will v
Slide 10: Barriers to Entry
BARRIERS TO ENTRY Murray cod is globally unique Difficulty in sourcing brood Limited spawning production to Murray Darling River System. stock. facilities in existence. These fish grow in no other river system in the world. Ideal environmental growing The region’s availability of good conditions are
Slide 11: Business Model
BUSINESS MODEL Hatchery 35mm Nursery Stock is kept in recirculated tanks with environment controlled until 100 grams in Cages sold to contract growers size Fingerlings Fingerlings sold to contract to MCA In 18 Moths 1.5- growers for ponds for 2Kg Murray cod is grow-out est. grow-out harvested by MCA
Slide 12: 2020 Developments
2020 DEVELOPEMNTS Acquisition of fully operational Riverina - based hatcher y. Increases fingerling production capacity by a factor of 2.5 times. Construction of the first eight ponds on the super-site has commenced. The site caters for 35 ponds and increases holding capacity by 2 million fish. Covi
Slide 13: Numbers – The Basics
NUMBERS – THE BASICS Current number of fish in stock in $18.00 - $22.00 Premium Murray excess of 1.7 million per KG* cod sale price Targeting 10 thousand tonnes by 2030 $7.70 per KG Growing cost Adding contract growers is not a priority as quality and consistency Processing & of the brand is paramou
Slide 14: Summary
SUMMARY Global consumption of fish is rising while wild catch is falling. Aquaculture must grow! Strong demand and premium pricing for Aquna Sustainable Murray Cod. Eco friendly and sustainable operations suppor ted government and environmentalists. Presently high profit margin business with high ba
Slide 15: For More Information
FOR MORE INFORMATION Ross Anderson Chairman of Murray Cod Australia Phone +61 269 625 470 Email ross@aquna.com Website aquna.com
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