Tarrina Resources Limited · ASX:TR8
Tarrina Resources — My Foodie Box — ShareCafe Small Cap "Hidden Gems" Webinar (April 2022)
20 slides from Tarrina Resources's conference presentation, Apr 1, 2022
Slide 1: Investor Webinar Presentation
ASX RELEASE | 1st April 2022 INVESTOR WEBINAR PRESENTATION Rapidly expanding food and logistics business My Foodie Box Limited (ASX: MBX) (“MBX” or “the Company”) is pleased to announce its participation in the ShareCafe Small Cap "Hidden Gems" Webinar, to be held Friday 1st of April 2022 from 12:30
Slide 2: About My Foodie Box / Disclaimer
ASX RELEASE | 1st April 2022 ABOUT MY FOODIE BOX My Foodie Box Limited (ASX:MBX), is a listed food technology and logistics business focused on preparing and delivering meal kits to customers in Western Australia, with a vision to use its existing technology platform to expand its services and produ
Slide 3: Investor Presentation April 2022
Investor Presentation April 2022
Slide 4: Disclaimer
DISCLAIMER This presentation has been prepared by My Foodie opinions and recommendations in this presentation interpretations of current market conditions. Actual Box Limited (“the Company” or ASX:MBX) to provide are not intended to represent recommendations of values, results or events may be mater
Slide 5: Value Proposition
VALUE PROPOSITION SAVES TIME WHAT’S FOR DINNER People are increasingly time Daily struggle to answer the poor question of “What’s for dinner” WASTES LESS LOCAL AND QUALITY Each year, each person throws away on average 312kg of food, Local produce to create which equates to $2,000 to $2,500 delicious
Slide 6: Introducing My Foodie Box
INTRODUCING MY FOODIE BOX 1 FOCUS ON PROVENANCE Quality food that is sourced from local and ethical farmers and producers 2 COMMITTED TO SUSTAINABILITY Packaging that is fully recyclable, reusable or compostable 3 HEALTHY AND CONVENIENT A full in-house team of professional chefs and a dietitian crea
Slide 7: Built on a Love for Food
BUILT ON A LOVE FOR FOOD MAI HUGHES CEO & FOUNDER OF MY FOODIE BOX § A life-long journey built on a passion and love for fresh produce and food § Parents opened and still operate one of Paris’ first Thai restaurants (est. in 1979) § Grew up working in the family business gaining first-hand knowledge
Slide 8: The MBX Journey
THE MBX JOURNEY August 2020 1,000 Active Subscribers* ~Q2 2022 FY2021 Implementation of Growth FY2019 FY2020 $3.5M Sales achieved on Strategy with a marketing $245K Sales $1.3M Sales marketing budget of $232k budget of $180k/month for the year 2017 2018 2019 2020 2021 2022 January 2019 November 2020
Slide 9: Large Australian Market Opportunity
LARGE AUSTRALIAN MARKET OPPORTUNITY 2020 2021 Online Grocery Sales Online Grocery Sales $5.16 billion* $7.1 billion* representing 4.12% of grocery market representing 6% of grocery market 46 % growth in Online Grocery Sales in 2021 from 2020. 2020 2021 $125.2b $128.7b Total Australian Total Australi
Slide 10: Key Customers Metrics
KEY CUSTOMERS METRICS Feb 2021 VS February 2021 February 2022 2022 Number of active subscribers at the start 1,175 1,757 +50% of the month Number of active subscribers at the end 1,248 1,832 +47% of the month Number of customers activations 416 680 +63% Number of meals delivered 9,370 15,903 +70% Or
Slide 11: Continued Growth Opportunities
CONTINUED GROWTH OPPORTUNITIES • MBX on track to achieve 4,000 Active Subscribers CY 2022 (estimated annualised revenue of $13M) • Current unaudited annualised revenue of $6.5M • Audited H1 2022 revenue of $2.6M: + 54% growth year-on-year 9 MY FOODIE BOX
Slide 12: How Do We Attract Customers?
HOW DO WE ATTRACT CUSTOMERS? MARKETING STRATEGY Marketing agencies have been engaged and working on brand strategy, brand creatives, performance and programmatic. Marketing Channel % of spend Facebook 10% MARKETING IMPLEMENTATION Google 27% Digital Other 2% Marketing spend to date has averaged $34k
Slide 13: Subscription Based Technology Business
SUBSCRIPTION BASED TECHNOLOGY BUSINESS SUBSCRIPTION MODEL TECHNOLOGY DRIVEN Weekly subscription-based model Sophisticated systems and software drive this logistics business. Further Technology is being developed and implemented to further improve efficiency and convenience. HIGH CASHFLOW BUSINESS LO
Slide 14: IPO to Accelerate Growth
IPO TO ACCELERATE GROWTH CAPITAL RAISE Raised $6M in oversubscribed IPO. Successfully listed on the ASX in January 2022 USE OF FUNDS x Funds raised to support marketing for customer acquisition Enhancement of technology platform permitting the business to scale more effectively Launch of new app imm
Slide 15: Formal Partnership with Thermomix Australia Distributor
FORMAL PARTNERSHIP WITH THERMOMIX® AUSTRALIA DISTRIBUTOR CORNERSTONE INVESTMENT $2M Strategic cornerstone investment from Magnet Investments, who hold ~15% of the Company. THERMOMIX BOX MBX will soon offer Thermomix® customers a Thermomix® Box. The Thermomix® Box will be launched and available in Ma
Slide 16: Board
BOARD SHANE WEE BRYAN HUGHES PARISRAT ‘MAI’ HUGHES GUY PERKINS Non-Executive Director Executive Chairman Executive Director and CEO Non-Executive Director § Extensive ASX experience. Worked § Chairman of Pitcher Partners, § Extensive experience in the § Over 25 years’ experience in the in the financ
Slide 17: Meet the Team
MEET THE TEAM YUKI HIGASHI ALAIN TRABELSI DANIEL HUDSON EXECUTIVE CHEF DIRECTOR OF BUSINESS DEVELOPMENT HEAD OF SALES Yuki was born and raised in Japan, where the Alain joined My Foodie Box in August 2019 as his Daniel has over ten years’ experience in direct culinary culture is considered outstandi
Slide 18: Peers
PEERS MARKET COLUMN CAP COLUMN STOCK EXCHANGE TITLE 05 At 30 MARCH 2022 TITLE 06 HELLO FRESH DE: HFG EUR 7.8B MARLEY SPOON ASX: MMM AUD 146M BLUE APRON NYSE: APRN USD 141M MY FOOD BAG ASX: MFB AUD 207M WIDE OPEN AGRICULTURE ASX: WOA AUD 91M PURE FOODS TASMANIA ASX: PFT AUD 24M MAGGIE BEER HOLDINGS A
Slide 19: Why Invest?
WHY INVEST? A highly scalable model about to Disrupting a $128B market expand nationally with very low working capital requirements Will be the only Australian meal Well funded to execute our kit company operating nationally strategic plans Highly experienced board and Passionate about our mission t
Slide 20: Key Contacts
KEY CONTACTS Bryan Hughes – Chairman Mai Hughes - CEO Registered Office 9 Foundry Street Maylands, Western Australia Telephone: +61 8 6363 9222 Website: www.myfoodiebox.com.au
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