Tz Limited · ASX:TZL
Tz — Investor Presentation (July 2021)
29 slides from Tz's investor presentation, Jul 13, 2021
Slide 1: TZ Limited Investor Briefing July 2021
For personal use only TZ Limited (ASX: TZL) Investor Briefing July 2021
Slide 2: Disclaimer
DISCLAIMER The information contained in this presentation has been prepared by TZ Limited ACN 073 979 272 (Company). For personal use only This summary presentation was prepared with due care and attention and is current at the date of the presentation and should be read in conjunction with the Comp
Slide 3: TZ is a leader in access control, smart lock and locker systems
TZ is a leader in access For personal use only control, smart lock and self-serve locker bank systems.
Slide 4: The TZ SMArt Lock
For personal use only The TZ SMArt Lock
Slide 5: TZ SMArt Works Software Platform
TZ SMArt Works Software Platform For personal use only USERS
Slide 6: TZ Solution
For personal use only TZ Solution USERS
Slide 7: Where we are now
Where we are now For personal use only › Great underlying technology › Large and growing pool of A-list clients › Restructured balance sheet › Raised $9.64m through Rights Issue and Placement › New debt facility with First Samuel of $2.5 million (BBSW + 4.5% pa) › EGM in coming weeks to approve furt
Slide 8: TZL Capital Structure
TZL Capital Structure For personal use only Shares on issue 193.2m Market Cap at $0.12 $23.2m 64.0% Net debt position $2.5m Enterprise Value ~$26m The expected capital structure post the upcoming conversion of $2 million of First Samuel debt to equity is shown above
Slide 9: Senior Management
Senior Management For personal use only Simon Van Es, Chief Operating Officer Simon is the founder and former CEO of Finance News Network, and has also held senior roles in financial services, including Division Director for Sequoia Financial Group. John Wilson, Chief Evangelist and Head of Australi
Slide 10: Growing the Smart Locker Business
Growing the Smart Locker Business For personal use only Retail Click and Collect Lockers University – Mail/Postal Universities and College Mail Centres Lockers Campus Data Centre Package Security Management Access Controls Corporate Day Lockers
Slide 11: TZ Clients
TZ Clients TZ is a leader in access For personal use only control, smart lock and self-serve locker bank systems.
Slide 12: Business-To-Consumer | Click & Collect
Business-To-Consumer | Click & Collect Transforming the user experience with better, cheaper and easier solutions to service a massive addressable market. For personal use only Old People go to a Operating hours fixed Goods and If return is needed, model physical store to and may not be Wait in queu
Slide 13: Business-To-Consumer | Click & Collect
Business-To-Consumer | Click & Collect Transforming the user experience with better, cheaper and easier solutions to service a massive addressable market. For personal use only Old People go to a Operating hours fixed Goods and If return is needed, model physical store to and may not be Wait in queu
Slide 14: Business-To-Consumer | Click & Collect
Business-To-Consumer | Click & Collect Transforming the user experience with better, cheaper and easier solutions to service a massive addressable market. For personal use only Existing clients Addressable markets • Retailers (i.e. IKEA, Bunnings) • Shopping centres (e.g. Westfield)
Slide 15: Access Control - Day Lockers
Access Control - Day Lockers Well-positioned for growth with trusted partnerships with huge, well-regarded clients For personal use only Old Staff waste time model One locker Need a physical trying to organise Limited per employee key to access the who has access to oversight and locker which locker
Slide 16: Access Control - Day Lockers
Access Control - Day Lockers Well-positioned for growth with trusted partnerships with huge, well-regarded clients For personal use only Old Staff waste time model One locker Need a physical trying to organise Limited per employee key to access the who has access to oversight and locker which locker
Slide 17: Access Control - Day Lockers
Access Control - Day Lockers Well-positioned for growth with trusted partnerships with huge, well-regarded clients For personal use only Existing clients Addressable markets • Offices • Co-working spaces • Hospitals • Medical centres Westpac picture
Slide 18: Access Control – Cabinet Security
Access Control – Cabinet Security Premium, unconventional solutions with well-established partnerships with leading data centres. For personal use only Old Poor security Difficult to Can’t provide Limited model systems and manage multiple remote access oversight and no solutions facilities audit tra
Slide 19: Access Control – Cabinet Security
Access Control – Cabinet Security Premium, unconventional solutions with well-established partnerships with leading data centres. For personal use only Old Poor security Difficult to Can’t provide Limited model systems and manage multiple remote access oversight and no solutions facilities audit tra
Slide 20: Access Control – Cabinet Security
Access Control – Cabinet Security Premium, unconventional solutions with well-established partnerships with leading data centres. For personal use only Existing clients Addressable markets • Offices • Co-working spaces • Hospitals • Medical centres
Slide 21: Education sector
Education sector Meeting the changing needs of a huge addressable market For personal use only Old Uni students have Students waits in Students and model to take time to go to queue instead If return is needed, employees student needs to revisit the post office of class wasting time and requeue in s
Slide 22: Education sector
Education sector Meeting the changing needs of a huge addressable market For personal use only Old Uni students have Students waits in Students and model to take time to go to queue instead If return is needed, employees student needs to revisit the post office of class wasting time and requeue in s
Slide 23: Education sector
Education sector Meeting the changing needs of a huge addressable market For personal use only Existing clients Addressable markets • Universities (~9k post-secondary institutions registered with US government)
Slide 24: TZ Other Applications
TZ Other Applications For personal use only TZ SMArt Gun Cabinet TZ SMArt Enclosures TZ Large Cage & Parcel Locker TZ SMArt Scooter Locker TZ SMArt Cabinet Control
Slide 25: How we generate revenue
How we generate revenue For personal use only › SMArt locks › Electronics › Physical locker › Software platform › Ongoing hosting and maintenance › Bespoke software solutions
Slide 26: US Written Business Update
US Written Business Update For personal use only Status: Current: US$1,506,440 On Target to hit plan of US$9,700,000 Written Business needed to hit goal US$8,193,560 Plan to hit US$3 million written business by 8/31/2021
Slide 27: Focus for beyond
Focus for beyond For personal use only Develop open APIs Scale up sales and Expand global foot Balance sheet Increase recurring for other smart lock distribution channels print stability everyday revenue providers to access of existing products the TZ platform
Slide 28: Questions
For personal use only Questions For further information, please contact: Warrick Lace M: 0404 656 408 E: ir@reachmarkets.com.au
Slide 29: TZ aims to be the brain behind every smart lock
TZ aims to be the brain For personal use only behind every smart lock