Namsys Inc. · TSXV:CTZ
Namsys — Shareholder Meeting (April 2025)
11 slides from Namsys's shareholder meeting presentation, Apr 23, 2025
Slide 1: NamSys Annual Meeting
NamSys Annual Meeting April 23rd, 2025 11:00am Eastern time
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking information. All statements, other than statements of historic fact, that address activities, events or developments that the Company believes, expects or anticipates will or may occur in the future (including, without limitation, stat
Slide 3: NamSys delivers technology to make cash processing more efficient
“NamSys delivers technology to make cash processing more efficient, helping cash remain competitive with electronic payments.”
Slide 4: Products
Products Payments Transportation Processing Cirreon Retail Cirreon Cash-in-Transit (CIT) Currency Automates store cash balancing and Tracks and optimizes the physical pickup and Controller monitors/manages cash management delivery of cash Processes and fulfills cash for devices stores, branches and
Slide 5: Operations
Operations • 17 employees (fully remote) • Revenue up 12% (99% recurring) ($6.84MM versus $6.1MM) • Net income up 29% ($2.1MM versus $1.6MM) • Margins of 63% gross and 31% net • $8.0MM in cash and short term investments and no debt (as on Jan 31, 2023, up from $7.2MM last year)
Slide 6: Historical revenue
cal revenue . stor . LH 2000 1500 1000 500
Slide 7: Revenue mix
. Revenue m $2,000,000 $1,500,000 r] | a | | | i [| openRROnauae t | $1,000,000 $500,000 Sales By Product (CAD) © Cirreon CIT Currency Controller [lj Cirreon Retail Pel
Slide 8: U.S. trade policy
U.S. trade policy • 77% of sales are to the U.S. • 96% of revenue is collected in U.S. Dollars • Increased USD/CAD volatility • No known impact of tariffs
Slide 9: Questions and answers
Questions and answers Christian F. • Could you give color to the competitive landscape like in 2018? Since NamSys competes against firms with significantly greater resources, how can investors feel confident in Cirreon's offerings? Peter S. • Could you provide more insight into the key drivers of gr
Slide 10: Questions and answers
Questions and answers Ju D. • Do you envision additional hires overseas in the next 24 months? • Did the business learn anything meaningful with the Business Dev. Manager on board? Is he involved in the sales process with US clients as well? Peter S. • How has AI impacted your operations, product of
Slide 11: Thank you for attending
Thank you for attending https://www.frbservices.org/resources/financial-services/cash/research.html Odd Lots Podcast : How a Fed Bank Distributes Its Billions of Dollars in Cash https://music.youtube.com/podcast/9owAyl5Su0Y