Rbr Group Ltd · ASX:RBR
Rbr — Investor Presentation (February 2020)
12 slides from Rbr's investor presentation, Feb 4, 2020
Slide 1: Supplying labour and training to Mozambique's $90B LNG construction boom
+ Supplying labour and training to Mozambique’s $90B LNG construction boom - Five years of planning set to culminate in first contracts - 50,000 workers and extensive training required - Large database of Mozambican workers February 2020 - RBR Group Limited I 1
Slide 2: Disclaimer
Disclaimer This presentation does not constitute investment advice. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation does not take into a
Slide 3: Corporate Overview
Corporate Overview A $8M company with share price leveraged Financial Summary to a $90B opportunity Share price (29-Jan-2020) 1.0 cents Number of shares 788.5M Market Capitalisation $7.9M Cash (31-Dec-19) $430K Debt (31-Dec-19) * $1.3M Key Shareholders Enterprise value $8.8M Board 26.70% Performance
Slide 4: RBR: Tapping into a $90B Opportunity
RBR: Tapping into a $90B Opportunity • RBR specialises in assessing workers’ pre-existing skills, training them further and hiring them out • Mozambique’s $90B LNG industry will create one of the largest construction sites in the world – in a country short of skills • This industry will need up to 5
Slide 5: Mozambique LNG Opportunity – World Scale
Mozambique LNG Opportunity – World Scale • Project pipeline valued at $90B approved or scheduled for FID by 2020 • Above includes floating LNG and onshore production projects Sources of Figures: Standard Bank (left) and Mitsui & Co. (above) • Two projects valued at c.$46B approved (Eni’s FLNG and To
Slide 6: Scale of Labour Requirement
Scale of Labour Requirement Onshore projects expected to employ 50,000 workers at peak construction Local content expectation: • 1:2 – 1:5 (expat to local ratio subject to skill/discipline and role) • Labour force will require accredited qualifications. The Moz LNG project selected the UK’s Engineer
Slide 7: RBR's Palma (Wentworth camp) Operations Base
RBR’s Palma (Wentworth camp) Operations Base • Wentworth Camp strategically located near LNG construction site, local airport and marina • Has serviceable infrastructure and buildings creating a strong base upon which to develop RBR’s training centre and ops facilities Palma airport Wentworth camp L
Slide 8: Concept for Development of Wentworth Camp
Concept for Development of Wentworth Camp To access animated flythrough video, click here Internet address: https://youtu.be/zdTF1VlCZHU Training Centre Supplying Skilled People to the Workplace every day RBR Group Limited I 8
Slide 9: Opportunities for RBR
Opportunities for RBR • Local Content requirements are outlined in the Decree Law of 2014 • The two onshore projects have made a commitment to spend the equivalent of 10% of their project value (>$8.0B) on local content, primarily the procurement of products and services from Mozambican companies •
Slide 10: RBR's Target Market
RBR’s Target Market Construction Timeline and Labour Force Peak Demand on Site (peak ~50k workers) 5000 Workers (target) First gas Labour hire or placement of 10% of direct project peak workforce: • Up to 5,000 workers on the books • $10-$20 per person per day margin (or equivalent for placement) •
Slide 11: Corporate Vision, Board and Leadership
Corporate Vision, Board and Leadership Board & Executive: Jessamyn Lyons, Company Secretary, B.Comm., AGIA, ICSA Ian Macpherson, Executive Chairman, B.Comm, CA • Chartered Secretary with 15 years experience working in the stockbroking and • CA with >30 years experience in finance, specialising in th
Slide 12: Contact
+ Contact: Level 2 33 Ord Street West Perth I WA I 6005 PO Box 534 I West Perth I WA I 6872 08 9214 7500 info@rbrgroup.com.au I www.rbrgroup.com.au February 2020 - RBR Group Limited I 12