Ooh Media Ltd · ASX:OML
Ooh Media — Shareholder Meeting (April 2017)
17 slides from Ooh Media's shareholder meeting presentation, Apr 28, 2017
Slide 1: AGM 2017 Presentation - ASX Announcement
oOh!media Limited ABN 69 602 195 380 For personal use only 28 April 2017 ASX Announcement AGM 2017 Presentation oOh!media Limited (ASX: OML) appends the presentation to be made at the Company’s Annual General Meeting being held today Friday 28 April 2017 commencing at 11.00 am. Ends: ****** Investor
Slide 2: Annual General Meeting 28 April 2017
For personal use only ANNUAL GENERAL MEETING 28 April 2017
Slide 3: Board of Directors
BOARD OF DIRECTORS For personal use only Tony Faure Debra Goodin Geoff Wild AM Darren Smorgon Brendon Cook Michael Anderson • Non-executive • Non-executive • Non-executive • Non-executive • Managing Director • Non-executive • Independent • Independent • Chief Executive • Independent Officer • ARCC C
Slide 4: Chairman's Address
For personal use only CHAIRMAN’S ADDRESS MICHAEL ANDERSON
Slide 5: CY2016 Highlights
CY2016 HIGHLIGHTS For personal use only FINANCIAL DIGITAL EXPANSION CONTENT & DATA STRATEGIC • Revenue of • Added: • Progressing ACQUISITIONS AND $336.1m, up 20.1% o 29 Road large Quantium for MERGERS format screens launch in 2017 • Integration of Inlink • Underlying EBITDA o 39 EVOKE Retail of $73.
Slide 6: Strategic Acquisitions
STRATEGIC ACQUISITIONS For personal use only • Integration of Inlink • Acquisition of: – ECN – Junkee – Cactus © oOh!media – your Out-of-Home media partner
Slide 7: Merger Update
MERGER UPDATE For personal use only BOARD RECOMMENDATION • The Board of oOh!media is in full support of the merger and recommends that shareholders vote in favour of the Scheme, in the absence of a superior proposal and subject to the Independent Expert concluding that the Scheme is in the best inte
Slide 8: CEO's Address
For personal use only CEO’S ADDRESS BRENDON COOK
Slide 9: Product Highlights
PRODUCT HIGHLIGHTS For personal use only 2.9% 2.2% ($m) CY2016 CY2015 Change (%) 8.6% Road 124.6 110.9 12.3% REVENUE 37.1% Retail 109.2 99.0 10.2% 16.7% BY PRODUCT Fly 56.0 54.5 2.8% AS A % Locate by oOh! 28.9 9.8 196.4% 32.5% New Zealand 9.8 5.6 75.2% • All products experienced revenue growth • Str
Slide 10: Strategy for Growth
STRATEGY FOR GROWTH GROWING DIGITAL MARKET POSITION For personal use only DIVERSITY OF DIVERSE END TO END CREATING AUDIENCE & PRODUCT + PRODUCT PROFILE + DIGITAL STRATEGY + INSPIRATIONAL LEADERSHIP = VALUE 11
Slide 11: Digital Strategy
DIGITAL STRATEGY oOh!media’s ANZ digital portfolio – 8,000+ digital signs and 8 online platforms For personal use only 54 1,600+ 500+ 4,800+ 8 Road digital screens Retail digital screens internal Locate by oOh! proprietary online and growing including 72 large Fly panels CBD, gym, uni, café platform
Slide 12: CY2016 Digital Highlights
CY2016 DIGITAL HIGHLIGHTS For personal use only DIGITAL REVENUE AS A % OF TOTAL REVENUE 45.6% • Digital revenue of $153.3m, up 31.9% 71.7% on CY2015 representing 23.0% 45.6% of total revenue 17.0% 153.3 • Large format digital screens of 190, up from 90 in CY2015 89.3 • Digital revenue target of 45-5
Slide 13: CY2016 Financial Highlights
CY2016 FINANCIAL HIGHLIGHTS ($m) CY2016 CY2015 Change (%) For personal use only Revenue 336.1 279.8 20.1% Underlying EBITDA 73.5 57.7 27.4% Underlying NPATA 35.6 28.5 24.8% NPATA 32.9 27.7 18.8% Underlying EPS (cps) 23.3 19.0 22.5% Full year dividend (cps, fully franked) 14.0 9.5 47.4% Net debt / Un
Slide 14: Trading Update
TRADING UPDATE For personal use only • Out of Home sector continues to grow • Our year-to-date trading is in line with our revenue and EBITDA growth expectations • Strength in Road and Retail/Lifestyle more than offsets some softness in Fly • Continued Digital conversion 9 Road signs, 14 new Evokes,
Slide 15: Annual General Meeting
For personal use only ANNUAL MEETING GENERAL
Slide 16: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER For personal use only Important notice and disclaimer This document is a presentation of general background information about the activities of oOh!media Limited (oOh!media) current at the date of the presentation, 28 April 2017. The information contained in this pres
Slide 17: For personal use only
Sydney Melbourne For personal use only Level 2 Level 3 76 Berry Street 165 Fitzroy Street North Sydney St Kilda NSW 2060 VIC 3182 T 02 9927 5555 T 03 8598 0700 Brisbane Adelaide 54 Doggett Street 84 Frome Street Newstead Adelaide QLD 4006 SA 5000 T 07 3620 2900 T 08 8367 3222 Perth Media Tonic 201 S