Sgh Limited · ASX:SGH
Sgh — Seven Group Holdings — Merger or Acquisition (April 2014)
12 slides from Sgh's merger presentation, Apr 15, 2014
Slide 1: Investor presentation: Scheme offer for Nexus Energy Limited
For personal use only Investor presentation Scheme offer for Nexus Energy Limited April 2014
Slide 2: Disclaimer
Disclaimer Basis of preparation of slides Included in this presentation is data prepared by the management of Seven Group Holdings Limited (SGH) and other associated entities and For personal use only investments. This data is included for information purposes only and has not been subject to the
Slide 3: Investment approach and portfolio enhancement
Investment approach and portfolio enhancement SGH adopts a disciplined, value-driven methodology of investment selection Indicative criteria for new strategic investments SGH has funding capacity for strategic investment A$B 3 Asset quality (growth sectors that offer comparative advantage) For per
Slide 4: Strategic rationale for investment in Oil & Gas
Strategic rationale for investment in Oil & Gas Global & regional energy market trends support the view that the sector offers long-term value Population & urbanisation growth is lifting energy demand, especially for natural gas, which is versatile, affordable & relatively clean Global population by
Slide 5: Strategic rationale for investment in Australian Oil & Gas
Strategic rationale for investment in Australian Oil & Gas Australia’s comparative advantage in natural resources & recent gas market dislocation are attractive Key rationale for domestic Oil & Gas investment Australia has world-class Oil & Gas resources and expertise For personal use only Austr
Slide 6: Oil & Gas – identifying value & leveraging expertise
Oil & Gas – identifying value & leveraging expertise Value considerations Upstream assets (exploration, development & production) are preferable to downstream assets (refinement, transportation & marketing), given Australia’s strengths in natural resource ownership & extraction and the dominance o
Slide 7: Nexus Energy Limited (Nexus) – Company overview
Nexus Energy Limited (Nexus) – Company overview Description Historical profit & loss ASX-listed Oil & Gas explorer & producer, with a portfolio of assets: Longtom – a producing gas/condensate field in the Gippsland Basin (off the south east coast of $'000, unless otherwise stated 1HFY14 FY13 FY12
Slide 8: Nexus – Asset overview
Nexus – Asset overview Longtom Crux Echuca Shoals Location Gippsland Basin, offshore Victoria Browse Basin, offshore Western Australia Browse Basin, offshore Western Australia Licence ownership Longtom, Gemfish, Grayling - VIC/L29: 100% Crux, Auriga, Caelum, Shiraz Echuca Shoals/Fossetmaker, Mashmak
Slide 9: Independent engagement with Nexus
Independent engagement with Nexus SGH took appropriate, effective steps to ensure its engagement with Nexus proceeded according to the highest standards of corporate governance. For personal use only Dec-13: Nexus’ advisors approached SGH to invite SGH to consider a whole-of-company takeover of Ne
Slide 10: Proposed acquisition of Nexus
Proposed acquisition of Nexus On 31-Mar-14, SGH announced it had signed a conditional Merger Implementation Agreement to acquire Nexus via scheme of arrangement. Offer highlights Contingency plan For personal use only Nexus shareholders to receive A$0.02 per share in cash As Nexus noted in its 1
Slide 11: Balance sheet considerations on acquisition
Balance sheet considerations on acquisition SGH is required to recognise appropriate provisions (including covering contingent liabilities) in respect of Nexus & has 12 months to re-state Nexus’ assets & liabilities to fair value. For personal use only Nexus’ balance sheet prior to acquisition Indic
Slide 12: SGH Industrial Services, Media and Investments
For persanaLuse only SGH Industrial Services, Media and Investments y |
Seven Group Holdings — Merger or Acquisition (April 2014) on 6ix