Aquirian Limited · ASX:AQN
Aquirian — Investor Presentation (October 2021)
17 slides from Aquirian's investor presentation, Oct 25, 2021
Slide 1: Accelerating Innovation & Growth
For personal use only Accelerating Innovation & Growth October 2021 Accelerating Innovation & Growth Aquirian Limited: ACN 634 457 506
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Aquirian Limited(“Aquirian”). This To the fullest extent permitted by law, Aquirian, its officers, employees, agents document contains summary information about Aquirian, and its subsidiaries and and advisors: (a) do not make an
Slide 3: Who are we and what do we do
Who are we and what do we do Aquirian is an emerging specialist mining services company providing For personal use only technology, innovative products, equipment and people that support mining clients around the world. Investment Highlights Aquirian has a tier-one The business units are Aquirian ha
Slide 4: Environment and Social Focus
Environment and Social Focus Aquirian is committed to responding to growing complex global issues, which are central to both our customers and our business strategy with a focus on: For personal use only No Harm: prioritise behaviours and actions that ensure we avoid exposing our employees, commun
Slide 5: An innovative services company structure
An innovative services company structure For personal use only Mining Services People Services Accelerating Innovation & Growth 5
Slide 6: Five key and interlinked business functions
Five key and interlinked business functions • COLLAR KEEPER ® – inhouse developed blast hole collar protections system For personal use only • Developed in 2018 and sold globally providing $6.6m in sales up to July 2021 • Collar Keeper® system currently under development – retrofittable • Rental sup
Slide 7: Four years of innovation, development and growth
Four years of innovation, development and growth FY2021& beyond Aquirian lists on the ASX For personal use only CK Guide Tube™ on track rigs with a view to mechanisation FY2020 MagLok acquired in October 20 – exposure to defence & gain manufacturing capability CK Guide Tube™ concept FY2019 Modular T
Slide 8: Tier - Clients
Tier 1 - Clients Aquirian works with the leading mining houses & contractors across Australia For personal use only Tier 1 client base Diversified revenue streams and no single customer accounts for more than 15% of group revenue Accelerating Innovation & Growth 8
Slide 9: Track record of financial growth
Track record of financial growth FY2019 FY2020 FY2021 QTR1 FY20223 REVENUE AND OTHER INCOME $AU For personal use only 15,000 REVENUE & OTHER INCOME $7,846,834 $11,026,359 $12,742,730 $3,923,525 (AU$) $000’s EBITDA (AU$) (1) $1,126,821 $ 2,228,961 $2,258,0292 $657,331 10,000 CASH (AU$) $1,310,916 $ 1
Slide 10: Experienced Leadership
Experienced Leadership Board & Management Bruce McFadzean (Non-Executive Chairman) For personal use only Bruce is a qualified mining engineer with more than 40 years’ experience in the global resources industry. Bruce has led the financing, development and operation of several new mines around the w
Slide 11: Innovation COLLAR KEEPER®
Innovation COLLAR KEEPER® Developed ‘in-house’, the COLLAR KEEPER ® has moved to early commercialisation with sales (since inception - 2018) of A$6.6 million to July 2021 – cashflow supporting Aquirian Growth Pre-con For personal use only • Destabilised blasthole cuttings & collars. Global issue res
Slide 12: Innovation – Collar Keeper® System
Innovation – Collar Keeper® System Development underway with the successful deployment of a Phase 1 Stage II Prototype in October 2021 For personal use only • The development of a system and method for protection of blasthole collars from the commencement of drilling through to manually inserting th
Slide 13: Mining Services Division
Mining Services Division Revenue Contribution ~62%* For personal use only TBS Mining Solutions is a leading provider of Maglok Australia is a leading provider of innovative consumable products, blasting products and lease storage solutions for explosive materials and dangerous equipment to the minin
Slide 14: People Services Division
People Services Division Revenue Contribution ~38%* For personal use only TBS Workforce has offices in Perth and Brisbane Modular Training is one of WA’s largest specialist drill & offering a range of flexible and creative resourcing blast-focussed registered training organisations (RTO) solutions t
Slide 15: Future Strategy
Future Strategy For personal use only DEVELOP & COMMERCIALISE EXISTING IP INVEST IN & DEVELOP NEW TECHNOLOGY MINING SERVICES EXPAND MANUFACTURING CAPACITY & CAPABILITY GROW FLEET PORTFOLIO SELECTIVE & ACCRETIVE M&A ORGANIC GROWTH INTO ADJACENT GEOGRAPHIES & MARKETS PEOPLE SERVICES FOCU
Slide 16: Investment Proposition
Investment Aquirian is a profitable and rapidly growing mining services provider with growth potential in all business Proposition units For personal use only Strong industry supported innovation pipeline Top tier client base across the resources and mining industry Led by an experienced board and m
Slide 17: Contacts
Contacts For personal use only Olly Cairns David Kelly Pursuit Capital Aquirian Limited ocairns@pursuitcapital.com.au david.kelly@aquirian.com 0409 101 551 0408 223 370 Accelerating Innovation & Growth