Dug Technology Ltd · ASX:DUG
Dug Technology — Investor Presentation (October 2022)
24 slides from Dug Technology's investor presentation, Oct 20, 2022
Slide 1: DUG Technology
DUG Technology South-West Connect Investor Presentation 20 October 2022 www.dug.com 1
Slide 2: DUG Overview
DUG Overview o ASX-listed global technology company with offices in London, Houston and Kuala Lumpur—HQ in Perth o Founded in 2003 by Dr Matthew Lamont and Dr Troy Thompson to introduce an enhanced Decision Support System to the Oil & Gas industry o Designs, owns and operates some of the largest and
Slide 3: Our business
Our business Business Units Product Lines Delivery Platform National Security & Space Software o Analytic software development o Algorithms and optimisation o Data processing and visualisation o DUG Insight in 36 countries Oil & Gas High Performance Computing (HPC) o Green HPC and storage o Patented
Slide 4: Our ambition
Our ambition At the forefront of technical excellence and innovation Be a global leader in data Leverage strong history management and oil & into new compelling gas seismic imaging industries Supply clients with world- Focus on R&D to foster class and carbon neutral innovation and industry supercomp
Slide 5: Global opportunity
Global opportunity Global HPC Cloud Market Size (US$ billion)¹ 11.45 a st G row th 9.87 US$11.5bn ec For 8.51 Global HPC Market Value 2026 Forecast 7.37 6.30 5.10 4.30 +17.6% Forecast CAGR 2022 to 2026 2020 2021 2022 2023 2024 2025 2026 (1) https://www.hpcwire.com/2022/05/30/hyperion-hpc-market-is-s
Slide 6: Positioned to capitalise
Positioned to capitalise Tailwinds from emerging global themes o Increasing complexity and size of ü Revolutionary geoscience imaging data and analysis technology o Emphasis on agile and composed ü Bespoke data solutions and expert support data analytics ü State-of-the-art computing o Growing demand
Slide 7: DUG’s global footprint
DUG’s global footprint www.dug.com 7
Slide 8: HPC overview
HPC overview o HPC is the processing of large volumes of data, performing complex calculations at high speed o The amount of data in the world is expected to double between today and 2025 o DUG has supported oil and gas customers utilising our HPC for many years o We enable our clients to solve thei
Slide 9: HPC growth
dug HPC growth Monthly HPC Billings 600,000 500,000 400,000 8 = 5 3 & c 5 3 £ a fo) 7 Online Archive mHPC Storage ™On Demand Compute ™ Committed Compute 200,000 100,000 AR aac wae so 8 ZRO www.dug.com
Slide 10: Green HPC is DUG’s superpower
Green HPC is DUG’s superpower o DUG has some of the greenest supercomputing installations on Earth o This helps our customers meet their environmental, social and governance (ESG) requirements o Patented DUG Cool immersion-cooling technology o Reduces power consumption by up to 51% o Uses 85% less s
Slide 11: Security is DUG’s highest priority
Security is DUG’s highest priority o The DUG Information Management System has received security and quality accreditation o ISO 9001 (Quality Management Systems) o ISO 27001 (Information Security Management Systems) o Proper management and protection of information and related systems are vital to
Slide 12: Software - DUG Insight
Software - DUG Insight o Best-in-class data processing, imaging and visualisation / interpretation software o Interactive processing, even on very large datasets, saves users precious time o Focus on geoscience, not computer science, thanks to Insight's integrated user interface o Use on our DUG McC
Slide 13: Services – market conditions
Services – market conditions o Energy security driving demand o Stability in oil prices above US$70/BBL o Strong order intake in services business Brent Crude Oil Price Since IPO o New technology creating further opportunities Last 12 Month Service Wins and Revenue 50.0 45.0 40.0 35.0 US$ millions 3
Slide 14: Services – FWI Imaging
Services – FWI Imaging Conventions imaging—9 month turnaround (~20x more labour) DUG FWI imaging—5 week turnaround (~15x more compute time) FWI workflow produces superior results in a much-reduced timeframe www.dug.com 14
Slide 15: Q1 FY23 snapshot
Q1 FY23 snapshot Continued strength Improved revenue Cash flow and in order intake and earnings net debt o Services contract wins of o Revenue of US$11.2m, best o Operating cash inflows of US$10.8m, up 110% on Q1 since Q2 FY21 US$0.7m1, investment in FY2022 working capital o EBITDA of US$3.0m, best
Slide 16: Connect with DUG
Connect with DUG www.dug.com facebook.com/teamdug linkedin.com/company/teamdug twitter.com/team_dug youtube.com/dugeoonline info@dug.com +61 8 9287 4100 www.dug.com 16
Slide 17: Case Studies and Appendices
Case Studies and Appendices www.dug.com 17
Slide 18: Case study – Sharpening Earth observation capabilities
Case study – Sharpening Earth observation capabilities o Smart-satellite provider LatConnect 60 is working to promote a subscription-based monitoring service to enhance crop management o To sustain a large-scale deployment of the service, LatConnect 60 required a tailored, cost- effective and effici
Slide 19: Case study – Supercharging medical research at Perkins
Case study – Supercharging medical research at Perkins o Researchers at the Harry Perkins Institute of Medical Research (Perkins) must constantly develop new algorithms and methodologies to keep pace with the rapid evolution of bioinformatics o Perkins required a fully supported HPC system designed
Slide 20: Case study – Better and greener shipbuilding
Case study – Better and greener shipbuilding o Ship design specialists at Austal perform resource-intensive computational analyses to improve the efficiency and performance of its industry-leading defence and commercial vessels o Austal required quick access to different hardware and an efficient, f
Slide 21: Case study – The SKA project
Case study – The SKA project o The Square Kilometre Array (SKA) Project is one of the largest international scientific research projects in history o The Murchison Widefield Array (MWA) telescope had amassed a backlog of data that was being processed using the Pawsey Supercomputing Centre o DUG HPC
Slide 22: Case study – Outsmarting bushfires with AI
Case study – Outsmarting bushfires with AI o The Frontier Development Lab AusNZ approached DUG to provide the HPC service and support for Data Quest 2020—a research sprint incorporating artificial intelligence (AI) into firefighting o Predicting and preventing bushfires are arduous tasks due to the
Slide 23: Corporate summary
Corporate summary Share Price (ASX:DUG) Corporate Structure Units 1 4 Share Price (as at 30 Sep 2022) A$/sh 0.52 0.8 Shares on Issue #m 118.1 3 Price (A$/share) Market Capitalisation A$m 61.4 Volume (millions) 0.6 2 (+) Financial Debt¹ (as at 30 Sep 2022) A$m 6.6 0.4 (-) Cash at Bank¹ (as at 30 Sep
Slide 24: Patents
Patents Filing Date Date Issued Number Title Application Number Status Patent Number mm/dd/year mm/dd/year METHOD FOR REMOVING THE INTERFERENCE CAUSED BY TIME OVERLAPPING SEISMIC 1 2016370548 6/14/18 Granted 2016370548 7/23/20 RECORDINGS AND SEISMIC SURVEY ACQUISITION METHOD ASSOCIATED THEREWITH 2 M
DUG Technology — Investor Presentation (October 2022) on 6ix