Aerometrex Ltd. · ASX:AMX
Aerometrex — NWR Small Cap Conference (August 2020)
27 slides from Aerometrex's conference presentation, Aug 4, 2020
Slide 1: Aerometrex Investor Presentation
AEROMETREX INVESTOR PRESENTATION NWR Small Cap Conference 04 August 2020 SEE YOUR WORLD CLEARLY. 1
Slide 2: Disclaimer
DISCLAIMER This presentation is provided for information purposes only and is not a disclosure document as defined under the Corporations Act 2001 (Cth) This presentation does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase, sale or issue of any secur
Slide 3: Organisation Overview & Experience
ORGANISATION OVERVIEW & EXPERIENCE 3
Slide 4: Company Overview
COMPANY OVERVIEW ▪ An Australian based business established in 1980, Aerometrex has a strong reputation as a premium provider with decades of industry experience. ▪ Initially providing aerial imagery and photogrammetric mapping services, recent Aerometrex innovation includes the creation of a world-
Slide 5: Corporate Summary
CORPORATE SUMMARY ▪ Executive and Senior Management strongly aligned with all other shareholders. ▪ Pre-listing all existing substantial shareholders voluntarily committed to a 12-month escrow period, highlighting their commitment to the company. ▪ Introduction of employee share option plan to furth
Slide 6: Video link
https://youtu.be/g-0tFQJhHh4 6
Slide 7: History & Experience
HISTORY & EXPERIENCE 1980 Aerometrex established 2005 First company to introduce large-format digital aerial cameras to the Australian market 2009 First company to offer 2.5cm (1”) GSD resolution aerial surveys in Australia 2011 Management buy-out of Aerometrex 2012 Launched sophisticated 3D modelli
Slide 8: History & Experience
@ HISTORY & EXPERIENCE ae . ed eile Phi : . q PHOTOGRAPHED [com RY " : he win ot 5 = 7 <I Se Roy ff can é Ss y “ mae : 104 410 ‘ ~ : y ' PROJECTS STAFF MEMBERS YEARS STAFF EXPERIENCE YEARS IN BUSINESS ‘ ie 7 - \ ie {SINCE 01 JUNE 2000) (99 FTE) WITH AEROMETREX 8 . "“aerometrex
Slide 9: Clients & Industries Serviced
CLIENTS & INDUSTRIES SERVICED Aerometrex has a diversified client base with repeat business: ▪ Even split between Government (Federal and State) and private sector work. ▪ Servicing clients in all Australian States with established national reputation. ▪ Top 10 clients continue to contribute more re
Slide 10: Clients & Industries Serviced
CLIENTS & INDUSTRIES SERVICED 10
Slide 11: Operating Divisions
OPERATING DIVISIONS Aerial Photography & Mapping LiDAR Key products of aerial photography, Light Detection and Ranging (LiDAR) is an photogrammetry and mapping services advanced aerial surveying technique which include aerial orthophotography (scale- utilizes active laser pulses (up to 2 million cor
Slide 12: Aerial Photography & Mapping
AERIAL PHOTOGRAPHY & MAPPING ▪ Strategic focus is on the conversion of project-based clients across to the MetroMap subscription service where appropriate (shift in revenue between operating segments not loss of revenue). ▪ Shift to ongoing subscription model provides improved efficiencies in captur
Slide 13: LiDAR
LiDAR ▪ LiDAR – Light Detection and Ranging used to capture: ▪ Digital terrain and surface models ▪ Ortho imagery & ortho mosaic ▪ Classified 3D point cloud data ▪ LiDAR demand continues to grow rapidly with increasing need for digital terrain modelling and mapping. ▪ Industries serviced include min
Slide 14: LiDAR
LiDAR ▪ Upcoming launch of LiDAR online enabling clients to clip specific areas of interest and purchase via an online portal. ▪ Opportunities exist to convert LiDAR derived products into a subscription model. 14
Slide 15: 3D Modelling
3D MODELLING ▪ Launched in 2012 as aero3Dpro, Aerometrex’s 3D modelling service delivers the highest standards for 3D modelling of 2cm pixel size and 5cm accuracy. ▪ The 3D data industry is a new and rapidly growing market that Aerometrex is ideally poised to exploit. ▪ Aerometrex has completed high
Slide 16: Class Leading 3D
CLASS LEADING 3D Aerometrex provides 3D models of built environments in unprecedented complexity, detail and completeness: ▪ Ability to provide data with up to 5cm accuracy in X, Y & Z scale where competitors are limited to 50cm accuracy. ▪ Can incorporate various oblique imagery perspectives includ
Slide 17: Class Leading 3D
CLASS LEADING 3D Completed project work ▪ North America – Major 3D modelling projects carried out in New York and Philadelphia. ▪ Europe – Urban projects completed in France (Pau) and Germany (Karlsruhe). ▪ Australia – Urban and engineering work in major capital cities. ▪ New Zealand – Auckland, Chr
Slide 18: 3D Modelling Location: Bendigo
3D Modelling Location: Bendigo 18
Slide 19: MetroMap
METROMAP ▪ Launched in 2018, MetroMap allows users to access high quality, spatially accurate aerial 2D and 3D imagery from a web browser interface or direct feed by API link. ▪ Acquisition of Spookfish from EagleView increased the data archive available to customers. ▪ Continued growth in subscript
Slide 20: MetroCam
METROCAM Aerometrex-designed very large format aerial camera ▪ PCT patent application filed. ▪ Compound camera system with unique geometry. ▪ 3-band RGB sensor for high-res vertical (2D) imagery. ▪ Designed “in-house” using Aerometrex IP and know-how. Benefits of MetroCam ▪ Gives Aerometrex the abil
Slide 21: Revenue
REVENUE Growth in revenue continues ▪ Unaudited revenue guidance in the range of $19 to $21m representing growth of 18-30% on FY19 ▪ Continues trend of revenue growth with CAGR of +20% 21
Slide 22: FY2020 Financial Summary (unaudited)
FY2020 FINANCIAL SUMMARY (unaudited) Strong financial performance and increasing growth metrics. Previous ▪ Continued growth in headline revenue Corresponding Percentage Change FY20 Range Period (PCP) on PCP - Range Change in Value ▪ LiDAR reflects continued investment into Unaudited Prelim Guidance
Slide 23: Impact of COVID-19
IMPACT OF COVID-19 Positive Impacts Opportunities ▪ Improved access to airspace. ▪ Stimulus spending - Infrastructure spending leads to increased demands for remote ▪ MetroMap supports business working services. remotely with geospatially accurate current data. ▪ Business looking for alternative par
Slide 24: Strategic Priorities
STRATEGIC PRIORITIES Focus on controllable events in current operating environment Navigating Consolidation of current economic Spookfish & social acquisition into environment of MetroMap Covid-19 Ongoing analysis Continue to invest of M&A prudently to drive opportunities scalability for future grow
Slide 25: Key Announcements of last 6 months
Key Announcements of last 6 months ▪ February 2020 - Establishment of US office ▪ March 2020 - Queensland contract wins of $1m ▪ May 2020 – Employee Share Option Plan ▪ May 2020 - Acquisition of Spookfish ▪ June 2020 - 4.6m shares released from escrow ▪ June 2020 - Addition to All Ordinaries list ▪
Slide 26: Board of Directors
BOARD OF DIRECTORS Directors and Managers have a combined total of over 127 years experience in aerial surveying, aerial photography, photogrammetry, mapping/GIS and LiDAR and related activities. Mark Deuter Mark Lindh Managing Director Independent Non-Executive Chairman ▪ 22 years experience in ▪ C
Slide 27: Contact Information
CONTACT INFORMATION Aerometrex Ltd 51-53 Glynburn Road Glynde SA 5070 Mark Deuter Managing Director +61 8 8362 9911 investorrelations@aerometrex.com.au www.aerometrex.com.au www.metromap.com.au This presentation has been approved by the Board of Aerometrex. 27