Siv Capital Limited · ASX:SIV
Siv Capital — Silver Chef — Morgans Queensland Conference 2015
12 slides from Siv Capital's conference presentation, Oct 21, 2015
Slide 1: Silver Chef Limited Presentation
Silver Chef Limited Presentation Morgans Queensland Conference – October 2016 For personal use only
Slide 2: Disclaimer
Morgans Queensland Conference October 2015 Disclaimer For personal use only Silver Chef Limited has not considered the financial position or needs of the recipient in providing this presentation. Persons needing advice should consult their stockbroker, bank manager, solicitor, attorney, accountant o
Slide 3: Company overview
Morgans Queensland Conference October 2015 1. Company overview For personal use only ASX Trading Information Funding Metrics Share Price 16 Oct 15 $8.85 Gearing (net debt/net debt + equity) 67.7% 52-w Trading Range $5.64 - $10.14 Net debt to net rental assets (including receivables) 62.0% Issued Sha
Slide 4: Product offering and key features
Morgans Queensland Conference October 2015 2. Product offering and key features For personal use only RentTryBuy Initial Offering (RTB) Advantage Customer Decision at Purchase Continue Renting Upgrade Return Equipment 12 Months Easy Own Subsequent Decision Go.Own.Plus Continue RTB Retention (LTR) Cu
Slide 5: GoGetta – Transport and construction focus
Morgans Queensland Conference October 2015 3. GoGetta – Transport and construction focus For personal use only Focus delivers results Transport and Constructions are the focus channels – within Transport, Light Commercial growing strongly 95% of business is through finance brokers Growth pro
Slide 6: Hospitality Australia – Growth in a maturing market
Morgans Queensland Conference October 2015 4. Hospitality Australia – Growth in a maturing For personal use only market Overall underlying industry growth forecast at 4.3% p.a. Continued organic growth through dealer network Good growth in franchise & coffee markets NZ acquisitions up 22% -
Slide 7: Hospitality Canada – Solid platform for growth
Morgans Queensland Conference October 2015 5. Hospitality Canada – Solid platform for growth For personal use only Net profit breakeven expected in FY16 Presence now in Toronto, expanding national reach Suppliers and industry bodies are proactively supporting our entry into that market Keepi
Slide 8: Corporate and social responsibility
Morgans Queensland Conference October 2015 6. Corporate and social responsibility For personal use only • Silver Chef is committed to conducting its activities in ways that produce social, environmental and economic benefits for communities in Australia and around the world • Our largest shareholder
Slide 9: June 2015 Financial Highlights
Morgans Queensland Conference October 2015 7. 30 June 2015 Financial Highlights For personal use only Book value of rental assets and lease receivables Performance • Strong growth in EPS and dividend returns on the highlights back of record profit • Excellent growth in GoGetta rental asset base • Si
Slide 10: Earnings and returns improving
Morgans Queensland Conference October 2015 8. Earnings and returns improving For personal use only Historical Returns Continued improvement to earnings and return metrics driven largely by better leverage from group overheads
Slide 11: Capital management
Morgans Queensland Conference October 2015 9. Capital management For personal use only 82% of FY15 asset acquisitions funded from internally generated cashflow Successfully transitioned SIV from a bilateral business banking facility to a $300M multi currency syndicated loan structure Strong ap
Slide 12: Highlights
Morgans Queensland Conference October 2015 10. Highlights For personal use only o Strong FY15 result continues excellent trend of total shareholder returns o Excellent domestic growth prospects, particularly in GoGetta channels of light commercial and construction o Canadian business growing strongl