Tamawood Limited · ASX:TWD
Tamawood — Investor Presentation (June 2019)
11 slides from Tamawood's investor presentation, Jun 7, 2019
Slide 1: Tamawood Investor Presentation – June 2019
7 June 2019 Tamawood Investor Presentation – June 2019 Please find attached the Tamawood Investor Presentation from February 2019 with additional graphs reflecting improvements in appointment and sales consistent with previous announcements. Tim Bartholomaeus Managing Director T: 1300 10 10 10 F: (0
Slide 2: TWD Investor Presentation
178,28% 174.51% 152.13% 145.90% 129.87% 97.20% TWD Investor Presentation June 2019
Slide 3: Grossed up Fully Franked Dividend Yield for FY19
June 2019 Grossed up Fully Franked Dividend Yield for FY19 Annualised 45 11.00% 10.60% 10.59% 9.94% 38.57cents 10.71% 40 10.00% 35.71cents 38.59cents 35 32.86cents 37.14cents 9.73% 9.00% 30cents 30 8.68% Dividend Yield (%) 30cents 8.00% 8.17% Dividends (cents) 25 7.00% 20 6.00% 15 4.50% 4.63% 4.47%
Slide 4: Profit Before Tax (%)
June 2019 TWD Profit Before Tax after Interest Expense as a % of Total Revenue vs HIA Industry Statistics for First Half FY19 Annualised 12.00% 12.00% 11.41% 11.41% 11.00% 10.82% 10.82% 11.00% 9.99% 9.99% 10.00% Profit Before Tax (%) 10.00% Profit Before Tax (%) 9.24% 9.24% 8.99% 8.99% 9.00% 9.00% 8
Slide 5: TWD Share Price from 31st Dec 2013 to 31st Dec 2018
June 2019 TWD Share Price from 31st Dec 2013 to 31st Dec 2018 6500 4.5 6000 4 TWD Share Price ($) All Ords Index ($) 5500 3.5 5000 3 4500 2.5 4000 2 Year All Ords TWD Share Price * Source: Market Index 2019. Available at: https://www.marketindex.com/) TWD Share price since 2000 3
Slide 6: Growth in Profit versus Cost Growth
June 2019 Growth in Profit as a % versus Cost Growth as a % for First Half FY19 Annualised 200% 183.02% 180% 175.05% 162.00% 161.95% 160% 140% 128.01% 122.89% Growth (%) 120% 129.09% 125.46% 119.02% 100% 103.10% 98.23% 80% 84.37% 60% 2014 2015 2016 2017 2018 2019 (annualised) Years Profit Growth Cos
Slide 7: Construction Revenue Growth (%)
June 2019 Advertising Spend as a % of Construction Revenue and Construction Revenue growth as a % for First Half FY19 Annualised 3.00% 190% 2.40% 178.28% 2.50% 174.51% 170% Construction Revenue Growth (%) 2.00% Advertising (%) 1.73% 150% 145.90% 152.13% 1.50% 129.87% 1.41% 130% 1.00% 0.74% 0.54% 110
Slide 8: Wages as a % of Total Revenue
June 2019 TWD Wages as a % of Total Revenue versus HIA Statistics for First Half FY19 Annualised 19.00% 17.00% 16.60% 16.75% Wages as a % of Total Revenue 16.10% 16.30% 16.30% 16.30% 15.00% 13.00% 11.00% 9.00% 6.81% 7.12% 7.13% 6.99% 6.96% 6.53% 7.00% 5.00% 2014 2015 2016 2017 2018 2019 (annualised)
Slide 9: Appointments
June 2019 TWD Appointments 250 Banking Royal Comission announced Dec 17 240 230 Federal Election 220 210 200 190 Appointments 180 170 160 150 Implemented New Advertising 140 130 120 110 Jan-18 Mar-18 May-18 Jul-18 Sep-18 Nov-18 Jan-19 Mar-19 May-19 Feb-18 Apr-18 Jun-18 Aug-18 Oct-18 Dec-18 Feb-19 Ap
Slide 10: New Home Sales Queensland - HIA
June 2019 TWD Sales vs HIA Private House Sales QLD (Seasonally Adjusted) 1350 70 1300 1250 1200 60 1150 New Home Sales Queensland - HIA 1100 1050 50 1000 Sales 950 900 40 850 800 750 30 700 650 600 20 Jan-18 Mar-18 May-18 Jul-18 Sep-18 Nov-18 Jan-19 Mar-19 May-19 Feb-18 Apr-18 Jun-18 Aug-18 Oct-18 D
Slide 11: June 2019
June 2019 QUEENSLAND NEW SOUTH WALES this presentation. ROCKLEA COFFS HARBOUR To the maximum extent permitted by law, none of 1821 Ipswich Road, Rocklea QLD 4106 178 Pacific Highway, Coffs Harbour NSW 2450 Tamawood, its related bodies corporate or any of its directors, employees, agents or advisors