Gowing Bros. Ltd. · ASX:GOW
Gowing Bros — Shareholder Meeting (November 2017)
21 slides from Gowing Bros's shareholder meeting presentation, Nov 23, 2017
Slide 1: 149th Annual General Meeting
149th Annual General Meeting For personal use only 23 November 2017
Slide 2: 2017 AGM | 40 Year Return
2017 AGM | 40 Year Return For personal use only Source: Bloomberg and Andex Charts
Slide 3: 5 Year increase in Net Assets per Share
2017 AGM | 5 Year increase in Net Assets per Share For personal use only
Slide 4: 13.2% Total Return during FY 2017
2017 AGM | 13.2% Total Return during FY 2017 For personal use only
Slide 5: Year Increase in Net Profit After Tax
2017 AGM | 5 Year Increase in Net Profit After Tax For personal use only
Slide 6: Dividends Paid
2017 AGM | Dividends Paid For personal use only
Slide 7: Investment Portfolio July 2017
2017 AGM | Investment Portfolio 31 July 2017 Cash $3.3m For personal use only Other Property $26.9m Strategic Equity Investments 2017 ($ mil) Surf Hardware International 16.0 Boundary Bend 14.0 Strategic Equity Carlton Investments 5.5 TPI Group 2.8 Pacific Coast Shopping Centres 2017 Investments $50
Slide 8: Port Central Shopping Centre
2017 AGM | Port Central Shopping Centre For personal use only Expression of Interest campaign undertaken.
Slide 9: Kempsey Central Shopping Centre
2017 AGM | Kempsey Central Shopping Centre For personal use only Proposed cinema development decision deferred pending government approvals.
Slide 10: Coffs Central Shopping Centre
2017 AGM | Coffs Central Shopping Centre For personal use only Hotel Development Application approved and feasibility underway New retail and office space due for completion 2018 Level 1 internal mall due for completion Christmas 2017.
Slide 11: Moonee Marketplace
2017 AGM | Moonee Marketplace For personal use only 15 new specialties leased during the year. Ongoing leasing and capital upgrade program due for completion in Q1 2018.
Slide 12: New Investments and Opportunities
2017 AGM | New Investments and Opportunities For personal use only 1. Surf Hardware International • Purchased 16 Dec 2017 • EBITDA result to 30 Jun 2017 - $1.5m (7mths) 2. Murray Darling Food Company • Dorper Lamb Stud & Farm • Started operations Jan 2017 • Results to 30 Jun 2017 ahead of forecast 3
Slide 13: Questions
For personal use only 2017 AGM | Questions
Slide 14: Surf Hardware @ Gowings
SURF HARDWARE @ Gowings AGM Presentation
Slide 15: To be the global leader in aquatic hardware
To be the global leader in aquatic hardware for the water boardsports sector
Slide 16: SHI houses four global water boardsports brands
SHI houses four global and highly recognised water boardsports brands
Slide 17: Global distribution network and office locations
For personal use only Office location: Capbreton, France Established: 2000 Operations: Finance, warehousing, sales & service Key markets services: France, UK, Spain, Portugal and Germany Office location: Chiba, Japan Established: 1994 Operations: Finance, warehousing, sales & service Key markets ser
Slide 18: Our Business - Key Product Categories
Our Business - Key Product Categories A strong foundation in production fins & plugs along with a number of key retail categories
Slide 19: Sustainable competitive advantage through in-house R&D and patents
For personal use only TITLE DESCRIPTION A sustainable competitive advantage through in-house R&D and patent protected innovations
Slide 20: Athletes & Ambassadors, social and ecommerce platform
A world class stable of Athletes & Ambassadors along with a strong social and ecommerce platform
Slide 21: For personal use only
For personal use only ▪ ▪ ▪ ▪ ▪ ▪ ▪