HUB24 Limited · ASX:HUB
HUB24 — Investorfirst — H1 FY2012 Earnings Presentation
13 slides from HUB24's earnings presentation, Feb 29, 2012
Slide 1: Investorfirst Ltd 1H FY'12 Results Update
Investorfirst Ltd 1H FY’12 Results Update 29 February 2012
Slide 2: Disclaimer
Disclaimer Summary information Forward looking statements The material that follows is a presentation of general background This presentation contains certain forward-looking statements. The information about Investorfirst Limited’s (‘INQ’) activities current at words ‘anticipate’, ‘believe’, ‘expec
Slide 3: Agenda
Agenda 1. Group Summary 2. Financial Review 3. Business Sector Appraisal 4. New Initiatives 5. Outlook: The Next 12 Months
Slide 4: Group Summary
Group Summary Investorfirst is a unique, technology focused wealth management utility provider, delivering a holistic investment platform alongside professional stockbroking services. Investorfirst Limited Board of Directors & Secretariat ASX code INQ Otto Buttula Chairman – ED Key brands HUB24, Inv
Slide 5: Group Summary (cont'd)
Group Summary (cont’d) • Independent, holistic platform & stockbroking financial services group. • Unique, fully owned intellectual property – HUB24 & M+ Evolve platforms. • Strong Board and Management Team – experienced, proven team, conservatively remunerated with a common reward and recognition p
Slide 6: Financial Review
Financial Review • The Company recorded a net loss of $7.0m for the 6 month period ending 31 Dec 11, inclusive of write-downs, one-offs and non-cash items. • The forthcoming period is likely to yield a much improved financial performance, driven primarily by better stockbroking and ECM market condit
Slide 7: Business Sector Appraisal: Investment Platform
Business Sector Appraisal: Investment Platform The 6 months in review: Thematics: • HUB24 Achievements: commercialisation slower • Continued to sign major clients in an ambiguous operating than expected – delay of environment – 28 Dealer Groups contracted. retail super, markets & • Completed the tra
Slide 8: Business Sector Appraisal: Investment Platform (cont'd)
Business Sector Appraisal: Investment Platform (cont’d) Strong Dealer Group growth and momentum continues, despite forward focus on transition…… Dealer Groups
Slide 9: Business Sector Appraisal: Stockbroking
Business Sector Appraisal: Stockbroking The 6 months in review: Thematics: • Challenging trading Achievements: environment – low • Established an experienced advisor, research & ECM trading volumes, global business in Melbourne. & domestic uncertainty • Acquisition of M+ business – strong team, head
Slide 10: Business Sector Appraisal: Stockbroking (cont'd)
Business Sector Appraisal: Stockbroking (cont’d) Much improved ECM outlook, with strong growth expected throughout 2012. Transaction & advisory support being provided to the following…
Slide 11: New Initiatives
New Initiatives • The Board and Management remain committed to both the Investment Platform and Stockbroking businesses. • The Company has formed a dedicated internal team led by the Chairman and Deputy Chairman to conduct a strategic review to identify revenue acceleration opportunities, as well as
Slide 12: Outlook: The Next 12 Months
Outlook: The Next 12 Months INVESTMENT PLATFORM • Will be recognised as the industry leading non-aligned platform utility, incorporating a holistic Wrap, Retail Super, SMSF, online equities offering, in addition to being the market leading SMA provider. • Successfully transitioned ~$0.5bn of client
Slide 13: Investorfirst Ltd 1H FY'12 Results Update
Investorfirst Ltd 1H FY’12 Results Update 29 February 2012