Spectur Ltd. · ASX:SP3
Spectur — Shareholder Meeting (November 2018)
18 slides from Spectur's shareholder meeting presentation, Nov 23, 2018
Slide 1: 2018 AGM Presentation
SPECTUR LIMITED ASX: SP3 2018 AGM Presentation
Slide 2: Disclaimer
Disclaimer Important information Purpose of presentation: This presentation has been prepared by Spectur Limited (ACN 140 151 579) (Spectur). It is intended for the sole purpose of providing high-level background information on Spectur and its operations. This presentation is not investment advice a
Slide 3: Corporate Overview
Corporate Overview ASX:SP3 Spectur is an Australian-based industrial technology company with a range of innovative hardware and Key Metrics cloud-based security systems servicing the commercial building, critical infrastructure, transport, ASX Code SP3 resources, defense and government sectors. Mark
Slide 4: Board
Board Darren Cooper Peter Holton Stephen Bodeker Andrew Hagen Suzie Foreman Executive Chairman Managing Director Non-executive Director Non-executive Director Company Secretary Darren Cooper has spent in Peter Holton has over 30 Stephen Bodeker is an Andrew Hagen has Suzie Foreman is a excess of 20
Slide 5: Targeting the Large and Growing Global Security Market
Targeting the Large and Growing Global Security Market The global security market is large and growing rapidly and will also provide a platform for Spectur to supply a range of additional solutions to its clients US$71.17 billion In 2016 the global physical security market – (estimated value). US$1.
Slide 6: Current Target Industries
Current Target Industries Construction and Civil Theft from building and infrastructure construction sites in Australia is an ongoing problem across the residential and commercial construction industry. Each of the top 10 builders in the residential housing sector in Australia build in excess of 1,0
Slide 7: Developing Target Industries
Developing Target Industries Local Government Land Management We are deploying systems to prevent illegal access to prohibited sites, mitigating a range of problems such as illegal dumping Local Government Beach Management The Shark Warning System is targeted at local authorities with beaches, and a
Slide 8: Previous Potentials Now "On Hold"
Previous Potentials Now “On Hold” LIDAR Extensive customer opportunity assessment has been performed by Spectur with a view to using LIDAR technology for perimeter fencing solutions, however no opportunities to commercialise the LIDAR technology have materialised. The Company has therefore, in accor
Slide 9: Creating a New Category Within the Traditional Security and Surveillance Market
Creating a New Category Within the Traditional Security and Surveillance Market The Problem The Spectur Solution Ineffective and costly traditional forms of Spectur’s proprietary systems provide live intelligent monitoring and live site, critical infrastructure and high value intruder response syste
Slide 10: R&D Supports New Product Innovation and Growth
R&D Supports New Product Innovation and Growth Spectur is built on ongoing research and development and has a successful history of developing and commercialising market leading products • Successful client trials of Thermal Camera Systems which have been developed in house; • Integration of Artific
Slide 11: Core Product: HD5 Camera System
Core Product: HD5 Camera System • HD5 Camera System • Sale Price from $3,950+ • Rental Price from ~$14 per day • Recurring revenue: Cloud, data and monitoring • The HD5 Camera System is Spectur’s core camera system and is typically deployed to secure construction sites, perimeter fencing and critica
Slide 12: New Product: Shark Warning System
New Product: Shark Warning System • Stand-alone beach-based warning system designed to warn beach users of shark danger • Ability to interface with other water-based warning systems • Initial “rental only” revenue model - $20/day • Rapid deployment. Temporary solution if necessary using a mobile sta
Slide 13: New Product: Thermal Camera System
New Product: Thermal Camera System • Thermal Camera Systems • Sale Price: $12,000+ • Rental Price: $50+ per day • Recurring revenue: Cloud, data and monitoring • Used on large sites for securing long perimeters - huge competitive advantage of not needing power, artificial light or network cables • R
Slide 14: Reach: Targeting Australian expansion then focus on International expansion
Reach: Targeting Australian expansion then focus on International expansion 2017/18 FY 2018/19 FY Australia – expansion phase Australia – growth and ramp up stage • Perth established • Perth, Melbourne, Sydney and Brisbane established. Entering expansion and • Melbourne established in Q1 2017 market
Slide 15: Growth Strategy
Growth Strategy Spectur aims to become the dominant player in the solar security space and utilise its research and development expertise to bring new products to the market Dominate the Australian market: expansion across Australia to drive revenues through increased camera installations including
Slide 16: Capital Management
Capital Management Recurring revenues are growing rapidly, Revenue per Quarter by Type representing a larger portion of total $1,200,000 revenue. Margins are also being expanded. With continued revenue growth, margin $1,000,000 expansion and prudent cost management, the Company is aiming to become m
Slide 17: Summary - SP3 Investment Thesis
Summary - SP3 Investment Thesis Commercialised proprietary Recurring revenues Strong revenue growth Increasing margins security surveillance accounting for 37% of overall First quarter revenue (September From 50% last FY to 60% for the technology that is disrupting the revenue and are growing, 2018)
Slide 18: Contact Details
Contact Board Chair DARREN COOPER Details Managing Director PETER HOLTON peterh@spctur.com.au 08 9414 9059 Company Secretary SUZIE FOREMAN suzief@spectur.com.au 22 November, 2018 Spectur Limited Investor Deck 18