Electro Optic Systems Holdings Limited · ASX:EOS
Electro Optic Systems — Non-Deal Roadshow (August 2003)
15 slides from Electro Optic Systems's roadshow presentation, Aug 20, 2003
Slide 1: Electro Optic Systems Holdings Limited
ee Electro Optic Systems Holdings Limited a Advanced Technologies for Space and Defence ee coi j Le Copyright: Electro Optic Systems Holdings Limited 2003
Slide 2: EOS: Overview
KS EOS: Overview e Founded 1983, listed ASX 2002 e A technology leader in each business segment e 80 highly-qualified staff in US and Australia e ISO quality systems well established ¢ 100% revenue growth, 16 month backlog e Proprietary core technology key to growth Copyright: Electro Optic Systems
Slide 3: EOS Business Sectors
ES EOS Business Sectors Space Systems ® Telescopes, domes, lasers and enclosures ® Space tracking systems and instrumentation Space Surveillance ® Laser tracking of space debris ® Laser tracking for national defence Combat Systems ® Digital fire control and surveillance systems @ Autonomous and remo
Slide 4: Systems Sector
ES Space Systems Sector Telescopes, domes, lasers, control systems, space tracking systems, and systems integration. Original EOS business - $30m 2004 revenue 50% share of $60m market niche Technologies leverage into other applications/markets Customers relevant in future growth markets Focus on “re
Slide 5: Systems Sector: Typical Projects
ES Space Systems Sector: Typical Projects EOS a major contractor for the NASA/Keck project for world’s largest optical telescope in Hawaii. The system produces large effective telescope apertures by means of optical aperture synthesis. Synthetic aperture optics requires dynamic opto-mechanical techn
Slide 6: Systems Sector: Typical Projects
ES Space Systems Sector: Typical Projects LAN NNN a EOS leads in optical surveillance infrastructure deployment world-wide Copyright: Electro Optic Systems Holdings Limited 2003
Slide 7: Systems Sector: Overview
ES Space Systems Sector: Overview ® University R&D Projects: $8m ® Observatories [Astronomy]: $22m ® Federal agencies. : $10m This $40m represents 16 months backlog @ $30m/year. Modest growth for 2004 and 2005 orders is expected in this sector. This activity rate exceeds critical mass for sustaining
Slide 8: Surveillance Sector: Demand
ES Space Surveillance Sector: Demand There is a fundamental need to know with precision where space objects are in real time. Current global space tracking infrastructure tracks 25,000 objects above 10 cm in size. This does not meet current need. ® EOS technology can track 2 cm objects. This allows
Slide 9: Surveillance Sector: Strategy
ES Space Surveillance Sector: Strategy ® $30m successfully invested over 8 years in developing proprietary tracking technology. © IP protection comprises key patents, EOS test satellite, vast operational copyright software, strong contracts, know-how and systems integration capabilities. ® EOS holds
Slide 10: Surveillance Sector: Test Site
ES Space Surveillance Sector: Test Site e es ye SenTB , a ay | Le 2 2 ie ey ie oy Ae Y 7 a. i] | a Recent photo. Forrest fires in January destroyed EOS research facilities, as well as co-located Federal facilities. The recovery is almost complete, and all activities will resume from 2004. Copyright:
Slide 11: Combat Systems Sector: Market Need
ES Combat Systems Sector: Market Need Australia and its allies require mobile weapon systems that deliver unfailing accuracy and personnel protection. Requirements: 1. Integration of sensor and shooter [surveillance and engagement] 2. Weapon automation; relocation of soldier safely away from weapon
Slide 12: Combat Systems Sector: Product
ES Combat Systems Sector: Product EOS does not manufacture weapons. It enhances existing weapon performance. Customer-supplied weapon ¥ Capabilities added by EOS: Laser rangefinder Fire control computer Multi-spectral imaging and target ID Image analysis and video tracking Attitude and environmental
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Slide 14: Combat Systems Sector: Contracts
ES Combat Systems Sector: Contracts US small arms upgrade program @ Awarded 2001, Sub-contractor te ROI [US]. Testing complete in mid-2004 on sample production. Potential A$1 billion for a 5% inventory upgrade from 2004. Spares and service through the program life could add to this program value. Mi
Slide 15: EOS Summary
ES EOS Summary 1. Healthy core business in Space Systems sector: 2003 breakeven after $3+m R&D charge. Backlog = A$40m, 2004 revenue A$30m 2. Strong growth in space surveillance and combat systems, based on proprietary technology and market leadership: ® Space Surveillance. Designated source for maj
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