Dug Technology Ltd · ASX:DUG
Dug Technology — Investor Presentation (July 2024)
27 slides from Dug Technology's investor presentation, Jul 31, 2024
Slide 1: DUG Technology Webinar and investor briefing
DUG Technology Webinar and investor briefing 31 July 2024 dug.com 1
Slide 2: Who we are
Who we are DUG is an ASX-listed tech company that provides innovative processing and storage solutions to leverage big data. DUG’s numerical scientists develop technology and deploy expertise using software and high performance computing (HPC) for real-world applications. Diverse Offices in Perth pa
Slide 3: Our 21-year journey
Our 21-year journey 2007 2023 2003 Kuala Lumpur 2019 Record financial Enterprise Data performance DUG founded office Centre Design 2013 Award London office 2009 2016 Houston DUG Cool office 2006 2020 First major Listed on ASX discovery 2024 Abu Dhabi & India offices dug.com 3
Slide 4: High Performance Computing (HPC)
High Performance Computing (HPC) The assembly of large number of computers to perform massive and complex calculations. HPC is not just hardware. It also requires cooling and a very HPC is an extremely sophisticated software stack to operate effectively and powerful tool. To leverage efficiently. th
Slide 5: Who uses HPC and why?
Who uses HPC and why? HPC has many different applications and is used across a broad range of industries: o Meteorology: weather & climate modeling o Healthcare & medicine: pharmaceutical discovery o Engineering: building, aircraft, ship and road vehicle design o Astronomy: interpreting observations
Slide 6: What we do
What we do Services Software High Performance Computing (HPCaaS) o Multi-parameter FWI Imaging o Analytic software development o Powerful, bare-metal compute & storage o Seismic data & Geoscience o Algorithms and optimisation o Complete, integrated HPC environment processing o Big data processing an
Slide 7: Multi-Parameter Full Waveform Inversion (MP-FWI)
Multi-Parameter Full Waveform Inversion (MP-FWI) DUG’s proprietary MP-FWI technology is a Conventional processing and imaging workflow complete replacement for the conventional processing and imaging workflow and is achieving unparalleled results. It really has changed the game. DUG MP-FWI Imaging u
Slide 8: DUG Cool: Industrial immersion cooling, at scale
DUG Cool: Industrial immersion cooling, at scale DUG has been delivering innovative, immersion- cooling solutions for over a decade and is now commercialising this elegantly simple, scalable and safe cooling solution. o Low Power Usage Effectiveness (low is good) o Reduce water usage by over 25% o R
Slide 9: Global footprint
Global footprint U 36 PF compute 37 PB storage BODHI 3.PF compute 6 PB storage & > TO KUALA LUMPUR TO HOUSTON DUG global network Connection to AARNet PF double-precision petaflops PB petabytes of storage DUG HPC locations @ UG project locations NS a 6 PF compute 9 PB storage dug.com
Slide 10: Key markets
Key markets Increasing demand for HPC from industries with proliferating data. Oil & Gas DUG has established agreements with numerous organisations (education, research, applied science) to support A leading service provider for 21 years. their data processing and storage needs. Currently the primar
Slide 11: Our ambition
Our ambition At the forefront of technical excellence and innovation Global leader in data processing, storage, visualisation and management World-class, sustainable supercomputing technology Leverage expertise in applied data science to realise opportunities in emerging markets Continued focus on R
Slide 12: Deep Client Relationships
Deep Client Relationships o Our top 10 clients accounted for 41% of Top 10 customers by revenue and by relationship length revenue for the last 18 months (FY23 and H1 FY24 combined) o Long relationships with large clients, across $18 rs Millions ye a 4 multiple product lines $16 $14 o Relationships
Slide 13: Disclaimer
Disclaimer This presentation has been prepared by DUG Technology Ltd ("DUG") based on information available as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to make an investment decision. Reliance sh
Slide 14: Appendices and Case Studies
Appendices and Case Studies dug.com 14
Slide 15: Corporate summary
Corporate summary Corporate Structure Units Share Price (as at 26 July 2024) A$/sh 2.69 Shares on Issue #m 118.1 Market Capitalisation A$m 317.7 (+) Financial Debt¹ (as at 31 Dec 2023) A$m 15.6 (-) Cash at Bank¹ (as at 31 Dec 2023) A$m 17.2 Enterprise Value A$m 316.1 DUG included in S&P/ASX All Ordi
Slide 16: DUG MP-FWI Imaging
DUG MP-FWI Imaging DUG's new technology is a complete Conventional processing replacement for the conventional and imaging workflow processing and imaging workflow and is achieving unparalleled results. It really has changed the game. DUG MP-FWI Imaging o Unsurpassed imaging using field-data input u
Slide 17: DUG Nomad
DUG Nomad o Mobile, modular data centre solution that puts HPC where you need it – DUG Cool in a container o Forged from decades of experience—an innovative combination of tried-and-tested hardware, software and infrastructure o DUG’s patented, immersion-cooling technology, DUG Cool enables compute
Slide 18: dug.com social and contact details
dug.com facebook.com/TeamDUG linkedin.com/company/teamdug twitter.com/Team_DUG youtube.com/DugeoOnline info@dug.com +61 8 9287 4100 dug.com 18
Slide 19: Better and greener shipbuilding
Better and greener shipbuilding o Ship design specialists at Austal perform resource-intensive computational analyses to improve the efficiency and performance of defence and commercial vessels o Austal required quick access to different hardware and an efficient, flexible HPC platform to meet its i
Slide 20: Sweetening cybersecurity with advanced artificial intelligence
Sweetening cybersecurity with advanced artificial intelligence o Researchers at CSIRO’s Data61 are developing artificial intelligence (AI) models to automate the creation of honeyfiles—digital baits designed to protect against cyberattacks o Data61’s existing HPC infrastructure was taking weeks to r
Slide 21: Out-of-this-world processing of astronomy data
Out-of-this-world processing of astronomy data o The Square Kilometre Array (SKA) Project is one of the largest international scientific research projects in history o The Murchison Widefield Array (MWA) telescope had amassed a backlog of data that was being processed using the Pawsey Supercomputing
Slide 22: Sharpening Earth observation capabilities
Sharpening Earth observation capabilities o Smart-satellite provider LatConnect 60 is working to promote a subscription-based monitoring service to enhance crop management o To sustain a large-scale deployment of the service, LatConnect 60 required a tailored, cost-effective and efficient solution o
Slide 23: Supercharging medical research at Perkins
Supercharging medical research at Perkins o Researchers at the Harry Perkins Institute of Medical Research (Perkins) must constantly develop new algorithms and methodologies to keep pace with the rapid evolution of bioinformatics o Perkins required a fully supported HPC system designed to let them s
Slide 24: Outsmarting bushfires with AI
Outsmarting bushfires with AI o The Frontier Development Lab AusNZ approached DUG to provide the HPC service and support for Data Quest 2020—a research sprint incorporating artificial intelligence (AI) into firefighting o Predicting and preventing bushfires are arduous tasks due to the complexity of
Slide 25: Unlocking new solutions for neurodegenerative diseases
Unlocking new solutions for neurodegenerative diseases o Biotech company GenieUs Genomics (GenieUs) developed DiGAPTM, a bioinformatic tool for analysing whole-genome sequencing o GenieUs faced long processing times for each sample, and the large size of datasets made unit testing difficult—resultin
Slide 26: Better healthcare for Indigenous Australians
Better healthcare for Indigenous Australians o Computational biologists at Indigenous Genomics (IG) at the Telethon Kids Institute are developing novel healthcare solutions for Indigenous Australians, which entail the analysis of large, complex and sensitive datasets o The IG research group required
Slide 27: Shining a light on marine conservation
Shining a light on marine conservation o Scientists at Pendoley Environmental (Pendoley) are predicting impacts of artificial light on marine life using modelling techniques combined with custom monitoring technology o Pendoley’s software was not optimised and difficult to parallelise, resulting in