Getech Group Plc · LSE:GTC
Getech — Cenkos Virtual Growth & Innovation Forum 2023
16 slides from Getech's conference presentation, Feb 7, 2023
Slide 1: Investor Presentation
Investor Presentation Cenkos Virtual Growth & Innovation Forum 7 February 2023
Slide 2: Disclaimer
Disclaimer This document comprises an institutional presentation (the “Presentation”) which is confidential and is being supplied to you solely for your sent to Relevant Persons. This Presentation is not intended to be distributed, or passed on, directly or indirectly, to any other class of person a
Slide 3: Getech at a glance
Getech at a glance Getech locates energy and minerals that are One focus – five lines of business essential for the energy transition £5.0m Revenue £9.6m MCap Transitional Critical Petroleum (CS) minerals c.30 Years of data collection Hydrogen Geothermal 400 million years' worth of data Integrated 2
Slide 4: Business model
Business model Near term value/ Current revenue Longer term value Solutions and services to locate Early-stage asset participation 1. 2. 3. Stake for Partner with Crystallising locating DevEx value investors 4
Slide 5: Investment Case
Investment Case 1. Well positioned in a rapidly growing recession-proof market • $2.4 trillion global energy investment in 2022 • +$1 trillion per annum required 2. Head start on investment in data and relationships • c.30 years of data collection, fine tuning analytics and building relationships •
Slide 6: Second consecutive year of double-digit growth
Second consecutive year of double-digit growth Revenue (£m) Orderbook (£m) Sustainable growth of revenue thanks to: 5.0 4.6 • High client retention rate 4.3 3.3 3.6 2.7 • Expanding into critical minerals +16% +39% +19% +25% • Upselling to existing clients Record year-end orderbook 2020 2021 2022 202
Slide 7: Continued diversification of revenue streams
Continued diversification of revenue streams 2022 2021 2020 11% 2% 0% 5% 10% 23% 66% 90% 93% Transitional petroleum Critical minerals Other 7
Slide 8: Solid financial foundation for future growth
Solid financial foundation for future growth ARR (£m) Cash (£m) Significant ARR: • Securing future revenue 2.4 5.9 4.3 Strong cash position: 2.1 2.1 2.2 • Cash held flat across H2 2022 by sales momentum and careful capital management 2020 2021 2022 2020 2021 2022 Solid foundation to execute strategy
Slide 9: Well positioned in attractive markets
Well positioned in attractive markets Transitional Critical minerals Hydrogen Geothermal Integrated petroleum decarbon. solutions Market •$1.4 trn primary •7.8m t copper deficit •10GW by 2030 in •double-digit annual •34% of the world's drivers energy capex in by 2030 UK growth rate by 2030 largest c
Slide 10: Transitional petroleum
Transitional petroleum What we offer Case study • Locating oil&gas that has lower carbon NSTA: UK’s first Carbon Storage licensing round footprint in a most cost-effective way • Locating best places for carbon storage • Finding complimentary ways for clients to expand into renewables Our clients • E
Slide 11: Critical minerals
Critical minerals What we offer Case study • Locating critical minerals that are essential $900,000 data and software deal with a multi-mineral for the energy transition: global mining company • Copper • Cobalt • Gold • Lithium Our clients • Metals&mining companies • Benefitting from solutions with
Slide 12: Hydrogen
Hydrogen What we offer • Locating best sites for green hydrogen hubs and developing them with partners or DevEx investors • Locating natural (white) hydrogen • Hydrogen advisory service Shoreham Port Inverness • Exclusive development rights for hydrogen, • Will be a world-class regional green renewa
Slide 13: Geothermal
Geothermal What we offer Case study • Locating sites that are highly prospective for Partnership with Eavor to jointly locate and appraise geothermal energy a portfolio of geothermal projects in Latin America • Heat Seeker® combines advanced geospatial analytics with commercial, geoscience and socia
Slide 14: Integrated decarbonisation solutions
Integrated decarbonisation solutions What we offer Case study • Leveraging our multi energy sources Integrated decarbonisation solution for a global expertise to locate alternative low-carbon FMCG company energy sources in proximity to customers’ existing assets • Could be used to decarbonise: • Tra
Slide 15: Strong outlook
Strong outlook • Start of 2023 with ✓ Strong balance sheet ✓ Sales pipeline growth ✓ Good customer and partner momentum • No current plans to raise capital from shareholders • Kitson House is currently under offer (completion delayed by the volatility in the commercial lending market) • Forecasts in
Slide 16: Q&A
Q&A 16
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