A2 Milk Company Limited · NZX:ATM
A2 Milk — A2 — Investor Presentation (April 2012)
16 slides from A2 Milk's investor presentation, April 2012
Slide 1: A2 Corporation Presentation
A2 Corporation Presentation April 2012 Geoffrey Babidge Managing Director & CEO
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by A2 Corporation Limited (“A2C”) based on information available to it. No representation or warranty express or implied is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained within this
Slide 3: Presentation Agenda
Presentation Agenda • A2 Corporation background • A2 Corporation intellectual property • What is a2™ brand milk • The A2 Australian business • Building a Pan Asian infant formula business 3
Slide 4: A2 Corporation background
A2 Corporation background • A2 Corporation Limited (A2C) owns and commercialises unique and comprehensive intellectual property rights (patents, trademarks, proprietary processes and know-how) relating to a2™ brand milk and related dairy products in international markets • In 2010 A2C was reposition
Slide 5: A2 Corporation background (cont.) - UK joint venture
A2 Corporation background (cont.) • A2C announced in November 2011 the formation of a Sales and Marketing Joint Venture in the United Kingdom and Ireland • Our Joint Venture partner Robert Wiseman Dairies is UK’s largest most efficient liquid milk processor with: • annual sales of circa GBP950m • in
Slide 6: A2 Corporation background (cont.) - core growth initiatives
A2 Corporation background (cont.) A2C is primarily focused on 3 core growth initiatives: • Building the beverage business in Australia and New Zealand • Capturing niche shares in global milk and dairy product markets, and • Developing an infant formula business in highly prospective markets The Stra
Slide 7: Intellectual property
A2 Corporation Intellectual property • The manufacture and sale of a2™ brand milk is protected by a comprehensive suite of global intellectual property (IP) • Collectively this IP provides significant barriers, both legal and commercial, to third party production of any dairy product claiming to con
Slide 8: Patents
A2 Corporation Patents • A2C has rights to six families of patents registered or under application in key markets identified for production or export • The scope of collective patent rights encompass aspects of the testing, breeding and herd formation of animals used to produce a2™ brand milk and th
Slide 9: Brands
A2 Corporation Brands • A2C has rights to use a range of brands utilised in the sale and promotion of a2™ brand milk products • A2C Brands include trade marks, trade mark applications and unregistered trade names and slogans • A2C brands, logos and word marks have been registered or are under applic
Slide 10: A2C Proprietary Processes & Know-How
A2C Proprietary Processes & Know-How • Processes and protocols essential to production efficiencies and quality assurance of a2™ brand milk are provided to A2C’s partners in The A2 System© manual • Developed by A2C, proprietary processes include: • Protocols and processes for animal and milk testing
Slide 11: What is a2 brand milk?
What is a2™brand milk? • Research on beta caseins report: • A2 is the original form of beta casein in modern cattle • A2 does not release the bioactive fragment BCM-7 • Human beta casein is referred to as A2, with comparable structure around BCM-7 release • A2 is associated with a lower risk to adve
Slide 12: The A2 Australian business
The A2 Australian business • The Australian business is primarily engaged in sourcing, processing, marketing and sale of fresh a2™ brand milk through major grocery stores nationally • The product is positioned on a broad health platform focusing on digestive wellbeing. In Australia, 23% of consumers
Slide 13: The a2 brand milk sales journey in Australia
The a2™ brand milk sales journey in Australia 740% Growth Since Sept 2007 Ex-Factory Gross Sales Fresh Milk A2DPA (A$ 000’s) 13
Slide 14: Purpose built facility: Sydney, Australia
Purpose built facility: Sydney, Australia 14
Slide 15: Building a Pan Asian a2 brand infant formula business
Building a Pan Asian a2™ brand infant formula business • A2C is progressing a plan to establish an a2™ brand infant formula business • This business will focus on the supply of a2™ brand infant formula manufactured in Australia or New Zealand for sale into selected Asian markets • The China market h
Slide 16: Thank You
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