Ainsworth Game Technology Limited · ASX:AGI
Ainsworth Game Technology — Shareholder Meeting (November 2016)
29 slides from Ainsworth Game Technology's shareholder meeting presentation, Nov 15, 2016
Slide 1: 2016 Annual General Meeting
LAS VEGAS AINSWORTH GAME TECHNOLOGY 2016 | Bgswcen ANNUAL wal soma : GENERAL ost. qMEETING =f SYDNEY FT. LAUDERDALE
Slide 2: Agenda
For personal use only Agenda • Welcome • Executive Chairman’s Address • Chief Executive Officer’s Address • Annual General Meeting
Slide 3: Executive Chairman's Address
For personal use only Executive Chairman’s Address Presentation by Len Ainsworth 3
Slide 4: Harald Neumann
For personal use only Harald Neumann • Novomatic AG’s CEO and Chairman of Executive Board • Prior to joining Novomatic in 2011, Mr Neumann was CEO of G4S Security Services Austria AG, the Austrian subsidiary of one of the world’s leading integrated security companies • Career spanning over 20 years
Slide 5: Graeme Campbell
For personal use only Graeme Campbell • Lead Independent Non-Executive Director since 2013 • Chairperson of Audit Committee, member of Regulatory and Compliance Committee and member of Remuneration and Nomination Committee • Specialised in the area of liquor and hospitality for over 30 years • Induc
Slide 6: Chief Executive Officer's Address
For personal use only Chief Executive Officer’s Address Presentation by Danny Gladstone 6
Slide 7: 2016 Financial Highlights
For personal use only 2016 Financial Highlights REPORTED NPAT of $56 million (2015: $70 million) NPAT excluding FOREX gains of $52 million, flat on pcp EPS of $0.17 per share (2015: $0.22 per share) Reported EBITDA down 11% to $96 million Underlying EBITDA up 12% to $95 million R&D as percentage of
Slide 8: Historical Financial Performance – AUD (M)
Historical Financial Performance – AUD (M) For personal use only (Fiscal years ended June 30) *Note: NPAT for H2 FY11 and H1 FY12 also excludes one off recognition of $8.5 million and $21.8 million in deferred assets. Continuing strong growth in International revenue and profitability, predominately
Slide 9: Increasing contribution from international markets
Increasing contribution from international markets For personal use only 9
Slide 10: Segment Results – Americas: North America
Segment Results – Americas For personal use only North America North America – strong growth in sales, share and participation: • 34% increase in revenue • Continuing growth in existing markets, led by – California, Canada, Louisiana, and Wisconsin • Strong A560 SL™ sales, 3,559 total units sold + 1
Slide 11: 2016 Annual General Meeting – Experience Counts
Gp aan 2016 ANNUAL GENERAL MEETING INSWORTH 11 EXPERIENCE COUNTS
Slide 12: Las Vegas Facility
For personal use only Las Vegas Facility 12
Slide 13: North America Market Penetration by Total Placements
North America Market Penetration by Total Placements For personal use only 13
Slide 14: Nova Technologies
Nova Technologies For personal use only • Completed acquisition of Nova Full Integration of Class II into Popular Ainsworth Hardware Technologies, LLC, on January 14, 2016 • Nova is a leading Class II US gaming technology company with 21 FTEs • Provides a strong complementary fit with Ainsworth • At
Slide 15: Segment Results – Americas: Latin America
Segment Results – Americas For personal use only Strong product acceptance and growth Latin America from jurisdictions across the region: • 32% increase in units sold • Mexico is largest market in region for AGI representing 32% of units sold • Strong penetration in Argentina which represents +24% o
Slide 16: Continued Development of Top Performing Brands in Latin America
Continued Development of Top Performing Brands in Latin America For personal use only Top Performing Brands • All brands listed are performing at an average index of 1.2% to 2.8% of house average 16
Slide 17: Segment Results – Rest of the World
Segment Results – Rest of the World For personal use only • Increased sales contribution from Europe, NZ and South Africa (new market) • FY16 benefited from a significant shipment to SkyCity Auckland and sales into South Africa • Good pipeline of further sales within Asia (e.g. Tiger Resorts) 17
Slide 18: Segment Results – Australia
Segment Results – Australia For personal use only • Challenging period for volume and revenue growth given highly competitive market conditions and minimal corporate and casino sales in FY16 • Sustainable growth in machines placed under service in NSW/ACT to 15,001 (14,059 pcp) • An increase in ASP
Slide 19: For personal use only
For personal use only • Sleek, classic design • Dual, high definition 24” LCD’s • Dynamic game-driven lighting effects • Mechanical programmable OLED buttons or LCD screen buttons with mechanical bash • Multi denomination play options • Easy access to game peripherals • Modular internal design for s
Slide 20: 2016 Annual General Meeting – Experience Counts
Fp AST 2016 ANNUAL GENERAL MEETING INSWORTH 20 EXPERIENCE COUNTS
Slide 21: Kieran Power, New Chief Technology Officer
For personal use only Kieran Power New Chief Technology Officer • Significant experience in the local and international gaming industries • Qualified lawyer specialising in patent law • Previously led Aristocrat’s Advanced Technologies team • Strong track record of technology and technical skills •
Slide 22: Real Money Gaming and Social Gaming
For personal use only Real Money Gaming: • Successful integrations with 3 major European online platforms: Microgaming Ltd, NYX and iSoftbet • 10 games provided for initial launch with above listed platforms have been performing well in their early stages • Other opportunities in regulated European
Slide 23: Social and Real Money Gaming
ZANSWORTY 2016 ANNUAL GENERAL MEETING GF, <=. SOCIAL x * PIN SLOTS acai Ainsworth apps available in Google Play store, Apple Itunes and Facebook for PC ‘eons : Crocial Casino Partnerships @ © $764 240 MILLION MILLION Revenues Monthly Active ) ($US) Users Tees 2nd* in global Social Casino rankings be
Slide 24: FY17 Outlook
For personal use only FY17 OUTLOOK • International Markets • Further increase in revenue and profitability from international markets due to new hardware, games, contribution from Nova Technologies , benefits of new facility in Las Vegas and with the delivery of the expected synergies with Novomatic
Slide 25: Financial Statements and Reports
For personal use only Financial Statements and Reports To receive and consider the Annual Financial Report including the Directors’ and Auditor’s Reports in respect of the financial year ended 30 June 2016. 25
Slide 26: Resolution: Re-election of Director, CJ Henson
For personal use only Resolution 1 Re-election of Director, CJ Henson To consider, and if thought fit, to pass the following resolution as an ordinary resolution: “That Mr Colin John Henson, who retires in accordance with Rule 7.1(f) of the Company Constitution and ASX Listing Rule 14.4, and being e
Slide 27: Resolution: Re-election of Director, HA Scheibenstock
For personal use only Resolution 2 Re-election of Director, HA Scheibenstock To consider, and if thought fit, to pass the following resolution as an ordinary resolution: “That Ms Heather Scheibenstock, who retires in accordance with Rule 7.1(d) of the Company Constitution and ASX Listing Rule 14.4,
Slide 28: Resolution: Remuneration Report
For personal use only Resolution 3 Remuneration Report To consider, and if thought fit, to pass the following resolution as an ordinary resolution: “That the Remuneration Report for the Company required by Section 250R(2) of the Corporations Act 2001 (Cth), which is included in the Directors’ Report
Slide 29: For personal use only
T. +61 2 9739 8000 F. +612 9648 4327 www.agtslots.com.au For personal use only
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