Slide 1: Market Update and Revised Guidance
MARKET UPDATE AND REVISED GUIDANCE David Macgeorge, Managing Director 1 December 2020 1
Slide 2: About Us
ABOUT US WHO WE ARE We’re an engineering-led global specialist asset services, mining services and construction group OUR OPERATING MODEL End-to-end solutions across the entire asset lifecycle OUR VISION The most sought-after global specialist asset services, mining services and construction busines
Slide 3: Highlights
HIGHLIGHTS FY21 EBITDA Revised Guidance of $42m - $45m (up from $38m to $42m) 1H FY21 EBITDA anticipated to be in the range of $19m to $20m $550m of contract wins announced since 1 July 2020 with repeat / targeted clients Record Work in Hand of $1b (up 41.5% from 30 June 2020) Further near
Slide 4: Continuing the Momentum: $550m of Contract Wins Announced Since 1 July
CONTINUING THE MOMENTUM “$550M OF CONTRACT WINS ANNOUNCED SINCE 1 JULY” 4
Slide 5: Winning in Diverse Sectors
WINNING IN DIVERSE SECTORS Contracts won in FY21 5
Slide 6: Winning in Diverse Geographies
WINNING IN DIVERSE GEOGRAPHIES Contracts won in FY21 6
Slide 7: Record Work in Hand
RECORD WORK IN HAND 15+$707m 30 June 2020 TERM CONTRACTS 1HFY20 ` $1b 30 November 2020 7
Slide 8: Strong Platform for Growth
STRONG PLATFORM FOR GROWTH WORK IN HAND OPPORTUNITY PIPELINE 40% 40% $1b 45% 45% 45% $6b 30 November 2020 30 November 2020 15% 15% Asset Services Mining Services Construction 8
Slide 9: Outlook
OUTLOOK Operating Segment Outlook Asset Services significantly increasing footprint in diverse sectors Mining Services operating in high demand, high quality growth commodities Construction positively linked to Government Infrastructure stimulus programs International focus on Specialist Civ
Slide 10: Investment Proposition
INVESTMENT PROPOSITION End-to-end Diverse Annuity asset lifecycle market sectors / earnings capability geographies profile Strong Attractive Dividend growth valuation paying outlook multiples stock 10