Jatcorp Ltd · ASX:JAT
Jatcorp — JATenergy — Investor Presentation (December 2017)
25 slides from Jatcorp's investor presentation, Dec 28, 2017
Slide 1: Investor Update – December 2017
For personal use only INVESTOR UPDATE – DECEMBER 2017 JATenergy Limited
Slide 2: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by JATenergy Limited (JAT). The information contained in this presentation is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. The information
Slide 3: JATenergy Limited (ASX: JAT)
JATENERGY LIMITED (ASX: JAT) For personal use only JAT has become a MAJOR AUSTRALIAN China-Australia BRANDS cross border specialist in Fast ONLINE CHINESE EXTENSIVE CHINESE Moving Consumer SALES PLATFORMS BUSINESS NETWORK Goods (FMCG) exports. CIQ / CFDA END TO END CLEARENCES FOR LOGISTICS OFFLINE S
Slide 4: Investor Highlights
INVESTOR HIGHLIGHTS For personal use only EXPLOSIVE GROWTH PRODUCTS SOLD 2015 FMCG trading commences milk powders | wine | cosmetics | skin creams 2016 $1m sales nutraceuticals | cereals | oats | biscuits 2017 $10m sales organic oils BRANDS REPRESENTED IN-HOUSE BRANDS JAT is developing in-house bran
Slide 5: Background – A Second Strategic Focus
BACKGROUND – A SECOND STRATEGIC FOCUS For personal use only JATenergy operates in the energy sector, investing in new technologies to engineer cleaner, greener energy production, particularly relating to coal (see ‘Energy Technologies’ below). The opportunities are, however, inherently long term, an
Slide 6: Stage I - Growth
STAGE I - GROWTH For personal use only Working with major Australian brands, JAT facilitates exports for Australian producers and retailers. • Identifying the best platform for each product. • Positioning products relative to competitors in terms of product appeal and price. • Dealing with regulator
Slide 7: 2017 Chinese sales of milk powders exceeded $4 million
For personal use only IN 2017, JAT’S CHINESE SALES OF MILK POWDERS ALONE EXCEEDED $4 MILLION
Slide 8: Financials – Growth Stage
FINANCIALS – GROWTH STAGE For personal use only EXPLOSIVE GROWTH 2015 FMCG trading commences 2016 $1m sales 2017 $10m sales
Slide 9: Stage II – Transition to Profitability
STAGE II – TRANSITION TO PROFITABILITY For personal use only In addition to stringent cost control, a three pronged approach will drive increased margins and profitability. 1. A focus on smaller producers requiring a specialised end-to-end China export service. 2. JAT owned and controlled brands – a
Slide 10: Unrivalled End-to-End China Export Service
1. UNRIVALLED END-TO-END CHINA EXPORT SERVICE For personal use only Smaller producers require a specialised end-to-end China export service and access to JAT’s business network - and are prepared to enter into exclusive arrangements with JAT including higher margins than offered by the majors. JAT o
Slide 11: "Cobbitty Country" Products
2. “COBBITY COUNTRY” PRODUCTS For personal use only JAT has established a 100% owned subsidiary to sell products under JAT owned and controlled brands. Products will be manufactured in Australia under contract and repackaged under a Cobbitty Country brand. JAT is currently in the process of register
Slide 12: Infant Milk Formula
3. INFANT MILK FORMULA For personal use only JAT has signed an agreement to acquire 51% of Golden Koala Group Pty Ltd, an existing Australian infant formula brand, in order to accelerate development of the own-brand infant formula business. The acquisition is subject to ASIC, ASX and shareholder app
Slide 13: Golden Koala
GOLDEN KOALA For personal use only Gold Plus Series Golden Koala Infant Formula Golden Koala Follow On Formula Golden Koala Toddler Formula Super Series Golden Koala Super Infant Formula Golden Koala Super Follow Up Formula Golden Koala Super Toddler Formula Milk Powder Series Golden Koala Full Crea
Slide 14: JAT's Competitive Advantages
JAT’S COMPETITIVE ADVANTAGES For personal use only ACTIVE COMMERCIAL RELATIONSHIPS HANDS-ON EXPERTISE WITH, AND IN-DEPTH KNOWLEDGE OF THE MAJOR ONLINE PLATFORMS The current management team has driven cross These include Tmall, JD, VIP and others. border FMCG from $0 at commencement to $10 Indicative
Slide 15: JAT's Competitive Advantages …Continued
JAT’S COMPETITIVE ADVANTAGES …CONTINUED For personal use only EXPERIENCE WITH CHINESE GOOD WORKING RELATIONSHIPS WITH CHINESE IMPORT SOCIAL MEDIA AUTHORITIES …including China Inspection and Quarantine (CIQ), the Certification and Accreditation JAT successfully uses the dominant Chinese social Admini
Slide 16: JAT's Competitive Advantages …Continued
JAT’S COMPETITIVE ADVANTAGES …CONTINUED For personal use only JAT’S RELATIONSHIPS WITH JAT IS A CHINESE DISTRIBUTOR FOR MAJOR AUSTRALIAN AUSTRALIAN DAIGOU GROUPS SUPERMARKET CHAINS WOOLWORTHS These have proven to a be a critical both as a COLES major sales channel and for raising brand COSTCO presen
Slide 17: JAT's Competitive Advantages …Continued
JAT’S COMPETITIVE ADVANTAGES …CONTINUED For personal use only A DEEP, HANDS-ON KNOWLEDGE A CLOSE UNDERSTANDING OF OF CHINA’S MILK PRODUCTS AUSTRALIAN MILK PRODUCTION MARKET AND PROCESSING Over $4 million of milk product sales have given JAT’s milk focus has also provided a good JAT a deep knowledge
Slide 18: The JAT Difference
THE JAT DIFFERENCE For personal use only New entrants to Chinese cross border FMCG trade face a steep learning curve. JAT has two years of learning behind it and a successful track record selling clients’ products, expertise which can now be utilised to sell JAT products unrestrained by what has bec
Slide 19: A Massive Market Opportunity
A MASSIVE MARKET OPPORTUNITY For personal use only Chinese consumers identify Australian products as clean and safe, placing value on Australia strict food regulations, TGA requirements and accurate product labeling. • China’s middle class estimated at 109 to 145 million people. • Tens of millions o
Slide 20: Proven Business Development Method
PROVEN BUSINESS DEVELOPMENT METHOD For personal use only Second and third tier cities have become the business engine for China, with strong economic growth currently and in the foreseeable future. Consumers in these areas are increasingly looking for high quality foreign products to reflect their a
Slide 21: JAT's Chinese Business Network
JAT’S CHINESE BUSINESS NETWORK For personal use only Mr Xipeng Li, Director and substantial shareholder. Mr Li has extensive investments in E- commence data centres, roads, power stations, hospitals, water supplies, property development, financial services and renewable energy throughout mainland Ch
Slide 22: Energy Technologies
ENERGY TECHNOLOGIES For personal use only JAT continues to seek renewable, biofuel or coal regenerative technology projects in Australia that offer sound economic prospects, including; • Bio digesters for methane production and capture. • Plastic conversion technologies to fuel. • Biomass conversion
Slide 23: Directors
DIRECTORS For personal use only Wilton Yao Anthony Crimmins Xipeng Li EXECUTIVE DIRECTOR EXECUTIVE CHAIRMAN NON-EXECUTIVE DIRECTOR Wilton Yao’s expertise includes Anthony Crimmins has been Li Xipeng is an experienced business broking, and franchise Involved numerous start-up executive and has served
Slide 24: Contact
CONTACT For personal use only Tony Crimmins Wilton Yao Executive Chairman Executive Director e: t.crimmins@JATenergy.com e: wiltonyao@hotmail.com m: +61 414 997 968 m: +61 411 552 008
Slide 25: Specialising in China-Australia Cross Border Trade
For personal use only SPECIALISING IN CHINA-AUSTRALIA CROSS BORDER TRADE