Spectur Ltd. · ASX:SP3
Spectur — Shareholder Meeting (October 2020)
19 slides from Spectur's shareholder meeting presentation, Oct 27, 2020
Slide 1: Annual General Meeting
20 SPECTUR Annual General Meeting Spectur Limited (ASX:SP3) | October 2020
Slide 2: Agenda
1. Welcome to the Annual General Meeting of Spectur and Introduction Agenda 2. 3. 4. Open Polling Table proxy results received Resolutions: • Resolution 1: Adoption of Remuneration Report • Resolution 2: Re-election of Director – Mr Darren Cooper • Resolution 3: Grant of MD Performance Rights to Rel
Slide 3: Registration and Voting
Registration and Voting 1. Log in or register at: 2. Click view and register your 3. Record your vote. Once you https://investor.automic.com.au/#/home attendance for the meeting confirm it is lodged and final To contact support: Call 1300 816 159 or open live chat from the Investor Portal
Slide 4: Annual General Meeting Company Presentation
SPECTUR Annual General Meeting Company Presentation 20 Spectur Limited (ASX:SP3) | October 2020
Slide 5: Executive Summary
Executive 1. Spectur is executing on its strategy to deliver sales growth into a large addressable market 2. Results have been impacted in the last 3 quarters by COVID, but recovering with lockdown removals Summary 3. Positive progress: • STA6 platform well received by market • NZ reseller accelerat
Slide 6: Our Vision
Our Vision To harness the power of natural resources to make autonomous sensing, thinking and action available anywhere, anytime. Spectur Limited (ASX:SP3) | October 2020 | Page 7
Slide 7: Our Mission
Our Mission By 2023 we will be market leaders (in Australia and New Zealand) in solutions and platforms using solar power, visual AI and IoT. We will build, maintain and extend our leading position through: • Premier customer service and product offering; • Ongoing research, development and improvem
Slide 8: Our Values
Our Values Integrity Customer focus Innovation Excellence Team Honest, respectful and We put our customers We continually seek ways We are high We help each other accountable with our needs first to improve our products, performers and across boundaries and customers, community solutions and busines
Slide 9: Spectur
Spectur Two major sectors • • Government, utilities and institutional Building and construction Spectur “Uniques” • Care about solving customer problems and providing a solution • Ability to provide desired features • Looks professional, works great, easy to use Solving outdoor challenges using auto
Slide 10: The Spectur "Fog"
The Spectur “Fog” Smarter systems using cloud and NBIoT edge Ai with remote sensing AI CORE LoRaWAN App 4G WiFi Sensors Web WiFi User Bluetooth Switching/Controls VMS Satellite Custom Wireless Lights/Speakers 3rd Party etc. etc. Visual (Alerts/Dash/AI) Cameras Sensors (Alerts/Dash/AI) Sensors Switch
Slide 11: Capital Structure
Capital Structure Key Metrics as at 21 October 2020 Share Register Share Trading Information Top 20 shareholders 35.4% ASX code SP3 % of register owned by Board & KMPs 3.75% Listed on ASX 01/08/2017 Current share price $0.057 Top Shareholders (as at 21 October 2020) Market cap $6.0m Richard Wilkins
Slide 12: Market
Current market size Prone to technology change $1.9bn, impact to reduce staffing (wage) Market 32% hardware, 40% labour requirements (very likely to be disrupted). Projected Security system installation and monitoring in Perception of criminal activity Australia 2.4% annual growth remains high and i
Slide 13: Market
In recent research* Market • Queensland alone: • • • 48,000 attempted break-ins every year 20% of Australian homes are burgled Barking dogs deter 2/3 of would-be criminals… Growth also in other core solution offerings • 10 years ago you would be paying $10 or $15k for a basic camera • We have a bett
Slide 14: Spectur Potential
Spectur Potential • Target market size for our current Australian focus in security is conservatively assessed to be > $100m and growing • Adding in: • warning, general surveillance and time-lapse • New Zealand • Expansions into other sensing and visual AI applications… …means local market dominance
Slide 15: Results
Results COVID-19 • Most COVID-impacted states have had greatest decline (Victoria, NSW) • Rental and hardware Sales revenue has had greatest impact • Resilient recurring and field services rental streams • When states come out of lockdown, those markets should improve • Despite FY20 challenges, Spec
Slide 16: Positive steps
Positive steps FY2021 outcomes so far • STA6 launched, superb performance • Image quality and up to 360-degree field of vision • Long range intruder detection in zero light • AI facilitated false alarm reduction • Integrates into 3rd party (ONVIF) software • More features coming • Looks great • (Dem
Slide 17: This year
This year FY2021 Goals and milestones 1 Revenue growth from: 2 New features that drive increased demand 3 Investigation of strategic acquisitions (accretive, synergistic) • Market recovery (particularly Victoria / NSW) • Fog AI (better / faster / cheaper) 4 • Expansion with resellers (including Spec
Slide 18: The future
The future FY2023 Goals 2 5 Additional sector / geography is 1 4 Additional solutions greater than 15% of business (security <50% of business) Dominant premium brand in Government and utilities solar solutions for building and sector is largest portion of the construction / government and business u
Slide 19: Contact Details
Contact Details Investor enquiries Spectur Limited (ASX:SP3) Gerard Dyson Managing Director investors@spectur.com.au Spectur Limited (ASX:SP3) | October 2020 | Page 20