Reunert Limited · JSE:RLO

Reunert — Investor Day (September 2008)

14 slides from Reunert's investor day presentation, Sep 18, 2008

  1. Slide 1: Investor's day presentation

    9/16/2008 Investor’s day presentation 18 Sept 2008 Peter van der Bijl Topics of presentation  Rebranding of Reutech  Local market outlook  Export market outlook  Sales analysis  Operational highlights  Growth areas Page 2 1

  2. Slide 2: SA Defence Industrial Complex; Reutech Companies

    9/16/2008 SA Defence Industrial Complex Acquisition State Owned Privately Owned Agents Industries Industries DoD Denel Reutech  Acquisition  Denel Land Systems  Procurement  Denel Munitions (49%) ⁴ ATE  Denel Aviation Paramount Armscor  Denel Dynamics System  Mechem Thales – ADS ¹ Integrators

  3. Slide 3: Re-branding under Reutech

    9/16/2008 Re-branding under Reutech  Value of a differentiated brand • Proudly South African owned company • Custodian of RSA technologies • Supplier in partnership with government (R&D funded) • Can compete freely in the export market • Partner with foreign OEM’s per project as required  New doma

  4. Slide 4: Local Market (SA Defence Spending)

    9/16/2008 Local Market (SA Defence Spending – 15 year view) 1.9bn 4.9bn New RSA military prospects in medium term  Army vehicle programmes (Comms & Solutions) • Combat fighting vehicles replacement • Armored personnel carriers replacement  Communications programmes (Comms & Solutions) • Tactical r

  5. Slide 5: The export market

    9/16/2008 The export market  Reutech is a niche market player • Airborne radios • Electronic fuzes • Mining radars  Military spending • Strong in Asia & the East • Technology partnership is in demand • Neo Cold-War noises counter an Iraq withdrawal  Mining spend • Spend on safety is increasing •

  6. Slide 6: Reutech Communications and Radar Systems highlights

    9/16/2008 Reutech Communications highlights  Local market - long term strength • The project for replacement of SANDF radios has commenced and we are well positioned as the traditional supplier with the correct technology  Export market for our niche ACR 500 radio • Repeat orders from existing cli

  7. Slide 7: StealthRad RTS 6400

    9/16/2008 StealthRad™ …Situational awareness through persistent surveillance… RTS 6400 Radar Optronics in Service Radar on SA Navy Tracker frigates 7

  8. Slide 8: RTS 6400 - Technology migration

    9/16/2008 RTS 6400 - Technology migration Highly competitive, low volume export market Reconfiguration of RTS 6400 tracker technology into RSR 210N 2D surveillance Radar Norwegian – Nansen class frigates Scope of Offer  Reutech RSR 210N radar accepted  Ship services: Installation & Test  Log item

  9. Slide 9: Reutech Solutions and Precision Products highlights

    9/16/2008 Reutech Solutions highlights • Opportunities exist for renewals of long-term military support contracts • Alliances with large European communications OEM’s are being considered • Our Rogue weapon system has been ordered locally and for Middle East export • RFID tag business in Saco System

  10. Slide 10: Market positions in retrospect

    9/16/2008 Market positions in retrospect export market share local market share 75 75 Fuchs 25 25 RDI % export turnover % local turnover The Nokia handset repair centre Questions – Expansion of volumes – Additional brands 10

  11. Slide 11: Operational Overview; The Set Top Box opportunity

    9/16/2008 Operational Overview  Positive contribution from all 4 businesses in 2008  3 of 4 businesses exhibiting a growth trend  Technology base broadening via government and export spend The Set Top Box opportunity - A large electronics manufacturing opportunity supported by government - South

  12. Slide 12: DVB-T MPEG4 Set Top Box

    9/16/2008 Nashua Set Top Box - SA Compliant - Market ready - We own the IP DVB-T MPEG4 Set Top Box Page 23 The Technology - MPEG 4 technology - SD/High Definition capability - Designed for Software and Hardware Conditional Access - Cost effective solution - Designed for low power & reliability Page

  13. Slide 13: Project progress; Other Opportunities

    9/16/2008 Project progress - Nashua has been appointed as the primary supplier of  DVB-T Mpeg4 set top boxes to the SABC for trials commencing  1 November 2008  First test boxes already delivered - Subsidy scheme widely announced by government - Stimulation of electronics industry announced - Mul

  14. Slide 14: Questions and Answers?

    9/16/2008 Questions and Answers? Page 27 14

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