Murray Cod Australia Limited · ASX:MCA

Murray Cod Australia — Investor Presentation (September 2021)

20 slides from Murray Cod Australia's investor presentation, Sep 3, 2021

  1. Slide 1: Murray Cod Australia Ltd

    ASX Code: MCA M u r ray C o d A u s t ra l i a Lt d L I F E TA S T E S B E T T E R O U R WAY 1

  2. Slide 2: Disclaimer

    Disclaimer This presentation has been prepared by Murray Cod Australia Limited (the *Company"). It does not purport to contain all the information that a prospective investor may foquire in connection with any potential eestment the Company, You sheuiel not teat the contents oF ths presentation, or

  3. Slide 3: Table of Contents

    TABLE OF CONTENTS 4–5 Unique Innovitive Business Attributes 6–9 Quality 10 – 12 Innovation & Integrity 13 – 15 Sustainability 16 – 18 Numbers, Growth & Distribution 19 Summary 20 Contact Details 3

  4. Slide 4: What Makes Us Different From Most Aquaculture Companies

    WHAT MAKES US DIFFERENT FROM MOST AQUACULTURE COMPANIES 1. Land Based 2. Aquna Cod Production Model is not a commodity 4

  5. Slide 5: Foundations of Our Company

    4 FOUNDATIONS OF OUR COMPANY Life Tastes Better Our Way We believe the best product comes from the best approach. We want to make an impact on peoples' plates and their wider lives by inspiring a better way to deliver the future of food production. QUALITY INNOVATION INTEGRITY SUSTAINABILITY Our pre

  6. Slide 6: Quality – Taste Credentials built on real Substance

    QUALITY – Taste Credentials built on real Substance SAME MARKET ON SAME DAY IN MELBOURNE April 2017 Competitor ’s Fish – now closed down Aquna Sustainable Murray Cod 6

  7. Slide 7: Quality - Awards

    QUALITY - AWARDS yenetttees, eo Era lor ES o Ape 2019 Winner of é * © hai, excellence in Sustainability BUSINESS AWARDS "eters “Mrao0 L fuvaids & Excellence in Innovation 2018 STATE WINNER Sees a

  8. Slide 8: Quality: Aquna Cod is Not a Commodity

    QUALITY AQUNA COD IS NOT A COMMODITY IT’S A LUXURY FOOD PRODUCT W i l l t h e re fo re a l w ay s co m m a n d h i g h e r N o co m m e rc i a l f i s h i n g a l l o we d m a rg i n s D o e s n o t g ro w a ny w h e re e l s e i n t h e w o r l d o r To p c h e fs ( D o m e s t i c a n d I nt e r n

  9. Slide 9: Quality - Global Partners

    QUALITY - GLOBAL PARTNERS HESTON BLUMENTHAL MCA Shareholder & Advocate “ We are delighted to be working with MCA. The innovative way they have created a luxury fish product by combining natural processes evolved over millions of years with cutting edge technology aligns with the way I approach food

  10. Slide 10: Innovation

    INNOVATION • In House Design • Improve stocking rates • Reduce Labour • Lower Feed costs • Reduce Energy consumption 10

  11. Slide 11: Innovation

    INNOVATION • Genetic Improvement • Energy and Labour Efficiency • Improve growth rates • Solar, better pumps and aerators, Stock • Improve fillet recovery - yield management • Selective Breeding program to improve • Round Pens designed in house desirable traits in our fish. • Feed Production • Stock

  12. Slide 12: Integrity

    INTEGRITY Product Integrity: Environmental Integrity: fully traceable from pond to Our credentials are based on simple plate. What has been in the facts. There is no “Spin” water. What the fish has been fed. How it ’s been Land Based Aquaculture treated. Re-stocking Murray Darling Basin Brand Integr

  13. Slide 13: Sustainability: Land Based Production Model

    SUSTAINABILITY LAND BASED PRODUCTION MODEL Land Based Model reduces • No bad weather issues • Very low water usage • Risk issues are usually costs and • No Seals or Sharks • Fresh water does not rust limited to one pond risk considerably • Easy access on land vehicles our equipment as rapidly as • R

  14. Slide 14: Sustainability: Environmental Risks Alleviated

    SUSTAINABILITY Environmental Risks Alleviated • No waste water leaves the property LAND BASED • Risk of disease transfer to native populations almost non existent MODEL • • Purpose built farms are not near any native waterways Nutrient enriched water irrigates adjoining crops or pastures • No fish c

  15. Slide 15: Sustainability: Land Based Model Makes Economic Sense

    SUSTAINABILITY LAND BASED MODEL MAKES ECONOMIC SENSE Lower Capital • Lease model is ‘Capital Lite’ • • We operate the site We use our Pen Systems and • Operating costs borne by us until fish are saleable – Requirements • Farmer builds the site including all earthworks, fish stock • 18 months approx

  16. Slide 16: Numbers – The Basics

    NUMBERS – THE BASICS Current number of fish in stock 2.2 $18.00 - $22.00 Premium Murray million per KG* Cod Sale Price Average sale weight 1.85kg $7.70 per KG Growing Cost It takes 2 years to grow a fish Targeting 10 thousand tonnes by 2030 Processing & Selling $1.50 per KG Costs Capacity now is 288

  17. Slide 17: Numbers – The Growth

    NUMBERS – THE GROWTH 2.2 million fish @ 1.85kg x $20/kg gives Revenue of $81 million* * May vary depending on mortalities and pricing or other factors 17

  18. Slide 18: Distribution

    DISTRIBUTION AUSTRALIA JAPAN USA EURO & UK 3 Distributors • National Distributors Distribution in Place • Building distribution via • • Grocery channels • Waiting on COVID • Dedicated Full time sales • Germany and Switzerland to ease team asking for product • Currently 150 Woolworths • Prepared to i

  19. Slide 19: Summary – On The Cusp of Breakout

    SUMMARY – On The Cusp of Breakout MCA is effectively the only vertically integrated producer of Murray Cod in the world Current small fish stocks equate to large increase in revenues in next 3 years Eco friendly & sustainable operations supported by Government and Environmentalists. Presently high m

  20. Slide 20: For More Information

    FOR MORE INFORMATION Ross Anderson Chairman - Murray Cod Australia Phone +61 269 625 470 Email ross@aquna.com Website aquna.com

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