Dug Technology Ltd · ASX:DUG
Dug Technology — Market Eye TechOpps Virtual Investment Conference 2020
20 slides from Dug Technology's conference presentation, Oct 14, 2020
Slide 1: ASX Release: DUG presentation at TechOpps virtual investment conference
ASX Release Wednesday, 14 October 2020 DUG presentation at TechOpps virtual investment conference DUG Technology Ltd (ASX:DUG) (DUG or the Company) will be presenting at Market Eye’s TechOpps virtual conference today. Run over two days, the conference showcases some of Australasia’s leading and emer
Slide 2: DUG Technology Ltd - Market Eye TechOpps
DUG Technology Ltd ASX Code ‘DUG’ Market Eye TechOpps 14 October 2020
Slide 3: DUG in a Nutshell
DUG in a Nutshell U Powerful thinking U dug McCloud NN Qe i) Services Software ry 4 High-Performance ‘Computing ~ KNOWLEDGE é S & EXPERIENCE J be | Research & Development www.dug.com DUG is a technology company at the forefront of high-performance computing (HPC), with a strong foundation in applied
Slide 4: DUG's Current Global Footprint
DUG’s Current Global Footprint 3
Slide 5: The Evolution of DUG
The Evolution of DUG U DUG founded by MattLamontand Troy Thompson. Initial development of HPC system. 03 DUG Perth moves office. 05 [5 DUG Houston moves toa large newoffice. DUS provides hardware and software on Polarcus's seismicacquisition vessels to facilitate real-time onboard quality control an
Slide 6: Orange is the New Green!
Orange is the New Green! • DUG Cool – Patented Technology. • a reduction of approximately 46% in facility energy use compared to conventional computer rooms; • significantly reduced hardware failure rates, thereby extending the useful life of computers; • streamlined modular system design to reduce
Slide 7: HPCaaS to Drive Growth
HPCaaS to Drive Growth • DUG’s growth strategy is driven by selling super-reliable HPC cycles at affordable prices. • DUG empowers scientists by letting them focus on science. DUG will enable the HPC. • DUG’s business proposition to clients means that they do not need to build and maintain HPC knowl
Slide 8: Software and Algorithm Support
Software and Algorithm Support • DUG’s goal: To make its clients successful on DUG’s HPC. • Background 1. Software writing used to be a much simpler affair as each CPU only ran a single compute task at a time. Hence most scientific compute programs were simple and logical in nature and could be writ
Slide 9: DUG Insight is the Most Modern Software in the Industry
DUG Insight is the Most Modern Software in the Industry • DUG Insight is a modern, intuitive and interactive software suite. • Modules sit within a single interpretation/visualisation system, streamlining the user experience. • All software has been thoroughly tested and engineered in order to run o
Slide 10: A Cross-Section of DUG's Client Base
A Cross-Section of DUG’s Client Base DUG’s HPCaaS clients Curtin Institute for Computation DUG’s service clients DUG’s software clients 9
Slide 11: Case Study - Equinor
Case Study - Equinor Equinor is a known early adopter of quality new technology. Equinor is a giant Norwegian company. The sales process with Equinor involved: • October 2018, initial presentation. • June 2019, software demonstration. • July to November 2019, thorough software and hardware evaluatio
Slide 12: Business Highlights
Business Highlights • Equinor have signed onto McCloud for software, HPCaaS and services. • Fairfield have signed on for data storage, software and services. • Geoprocesados have extended their use with new offices in Brazil and Argentina underpinned by significant contracts. • Polarcus have re-sign
Slide 13: Solid History of Revenue, EBITDA and Reinvestment
Solid History of Revenue, EBITDA and Reinvestment • Over the last five years US$103m has been reinvested in growth. • For FY20 DUG has invested circa US$4.0m in operational costs in establishing the DUG McCloud business. • All R&D is expensed as incurred. • As at end-August 2020, capacity is ~30 PF
Slide 14: Capitalised for growth
Capitalised for growth Key Information (24 August 2020) ASX code: DUG Share price A$1.28 PRE-IPO IPO Market cap A$127.3m February 2020 August 2020 Ordinary shares on issue 54,809,919 Shares issued under load funded share plan 8,522,477 A$18.2m A$26.0m Shares issued to Convertible Note Holderse 16,88
Slide 15: Staying Connected
Staying Connected www.dug.com/dug-blog www.facebook.com/TeamDUG/ www.linkedin.com/company/teamdug www.twitter.com/team_dug investor@dug.com ( +61 (0)8 9287 4100 14
Slide 16: Appendices
Appendices
Slide 17: Board of Directors
Board of Directors Wayne Martin AC QC Matt Lamont Ph.D. Louise Bower Frank Sciarrone Michael Malone Mark Puzey CHAIRPERSON MANAGING DIRECTOR EXECUTIVE DIRECTOR & INDEPENDENT INDEPENDENT INDEPENDENT CHIEF FINANCIAL OFFICER NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR Hon. Wayn
Slide 18: DUG People - Experienced and Invested Executive
DUG People - Experienced and Invested Executive Matt Lamont Ph.D. Louise Bower Troy Thompson Ph.D. Phil Schwan Simon Davey Mark Lommers Stuart Midgley Ph.D. Mick Lambert MANAGING DIRECTOR CHIEF FINANCIAL OFFICER RESEARCH PRINCIPAL CHIEF TECHNICAL OFFICER GENERAL COUNSEL & CHIEF ENGINEER SYSTEM ARCHI
Slide 19: Reach for the Sky
Reach for the Sky
Slide 20: Disclaimer
Disclaimer This presentation has been prepared by DUG Technology Ltd ("DUG") based on information available as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to make an investment decision. Reliance sh
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