Tarrina Resources Limited · ASX:TR8
Tarrina Resources — My Foodie Box — Investor Presentation (February 2022)
19 slides from Tarrina Resources's investor presentation, Feb 15, 2022
Slide 1: My Foodie Box (ASX: MBX) Investor Presentation
ASX RELEASE | 15th February 2022 MY FOODIE BOX (ASX: MBX) INVESTOR PRESENTATION My Foodie Box Limited (ASX: MBX) (“MBX” or “the Company”) a rapidly expanding food and logistics business focused on providing meal kits to Western Australian households using local ingredients sourced from ethically res
Slide 2: Investor Presentation February 2022
Investor Presentation February 2022
Slide 3: Disclaimer
DISCLAIMER This presentation has been prepared by My Foodie opinions and recommendations in this presentation interpretations of current market conditions. Actual Box Limited (“the Company” or ASX:MBX) to provide are not intended to represent recommendations of values, results or events may be mater
Slide 4: Value Proposition
VALUE PROPOSITION SAVE TIME WHAT’S FOR DINNER People are increasingly time Daily struggle to answer the poor question of “What’s for dinner” WASTE LESS LOCAL AND QUALITY Each year, each person throws away on average 312kg of food, Local produce to create which equates to $2,000 to $2,500 delicious m
Slide 5: Introducing My Foodie Box
INTRODUCING MY FOODIE BOX 1 FOCUS ON PROVENANCE Quality food that is sourced from local and ethical farmers and producers 2 COMMITTED TO SUSTAINABILITY Packaging that is fully recyclable, reusable or compostable 3 HEALTHY AND CONVENIENT A full in-house team of professional chefs and a dietitian crea
Slide 6: Built on a Love for Food
BUILT ON A LOVE FOR FOOD MAI HUGHES CEO & FOUNDER OF MY FOODIE BOX § A life-long journey built on a passion and love for fresh produce and food § Parents opened and still operate one of Paris’ first Thai restaurants (est. in 1979) § Grew up working in the family business gaining first-hand knowledge
Slide 7: The MBX Journey
THE MBX JOURNEY August 2020 1,000 Active Subscribers* FY2021 ~Q2 2022 $3.5M Sales achieved on FY2019 FY2020 Implementation of Growth marketing budget of $232k $245K Sales $1.3M Sales Strategy with a marketing for the year budget of $180k/month 2017 2018 2019 2020 2021 2022 January 2019 November 2020
Slide 8: Large Australian Market Opportunity
LARGE AUSTRALIAN MARKET OPPORTUNITY 2020 2021 Online Grocery Sales Online Grocery Sales $5.16 billion* $7.1 billion* representing 4.12% of grocery market representing 6% of grocery market 46 % growth in Online Grocery Sales in 2021 from 2020. 2020 2021 $125.2b $128.7b Total Australian Total Australi
Slide 9: Key Customer Metrics
KEY CUSTOMER METRICS January 2021 January 2022 Jan 2021 VS 2022 Number of active subscribers at the start of 1,088 1,570 +44% the month Number of active subscribers at the end of 1,160 1,733 +49% the month Number of customers activations 395 698 +77% Number of meals delivered 8,429 13,672 +62% Order
Slide 10: Our Products
OUR PRODUCTS From: From: From: From: $ 79.95 per week $ 119.95 per week $ 79.95 per week $ 99.95 per week 9 MY FOODIE BOX
Slide 11: Subscription Based Technology Business
SUBSCRIPTION BASED TECHNOLOGY BUSINESS SUBSCRIPTION MODEL TECHNOLOGY DRIVEN Weekly subscription-based model Sophisticated systems and software drive this logistics business. Further Technology is being developed and implemented to further improve efficiency and convenience. HIGH CASHFLOW BUSINESS LO
Slide 12: IPO to Accelerate Growth
IPO TO ACCELERATE GROWTH CAPITAL RAISE Raised $6M in oversubscribed IPO. Successfully listed on the ASX in January 2022 USE OF FUNDS x Funds raised to support marketing for customer acquisition Enhancement of technology platform permitting the business to scale more effectively Launch of new app imm
Slide 13: Corporate Snapshot
CORPORATE SNAPSHOT SHARES ON CURRENT MARKET CAP: ASX CODE: SHARE PRICE: ISSUE: $12.06 million MBX 67 million $0.18 cents MAJOR SHAREHOLDERS (% OF ISSUED CAPITAL) Bryan & Mai Hughes Trust: 44.78% Magnet Investments: 14.93% 12
Slide 14: Strategic Cornerstone Investment
STRATEGIC CORNERSTONE INVESTMENT CORNERSTONE INVESTMENT $2M Strategic cornerstone investment from Magnet Investments, who hold ~15% of the Company. THERMOMIX CONNECTION Magnet is the parent company of The Mix Australia - the sole distributor of the Thermomix® kitchen appliance in Australia and New Z
Slide 15: Board
BOARD SHANE WEE BRYAN HUGHES PARISRAT ‘MAI’ HUGHES GUY PERKINS Non-Executive Director Executive Chairman Executive Director and CEO Non-Executive Director § Extensive ASX experience. Worked § Chairman of Pitcher Partners, § Extensive experience in the § Over 25 years’ experience in the in the financ
Slide 16: Meet the Team
MEET THE TEAM YUKI HIGASHI ALAIN TRABELSI DANIEL HUDSON EXECUTIVE CHEF DIRECTOR OF BUSINESS DEVELOPMENT HEAD OF SALES Yuki was born and raised in Japan, where the Alain joined My Foodie Box in August 2019 as his Daniel has over ten years’ experience in direct culinary culture is considered outstandi
Slide 17: Peers
PEERS MARKET COLUMN CAP COLUMN STOCK EXCHANGE TITLE 05 At 10 February 2022 TITLE 06 HELLO FRESH DE: HFG EUR 9.33B MARLEY SPOON ASX: MMM AUD 221M BLUE APRON NYSE: APRN USD 203M MY FOOD BAG ASX: MFB AUD 278M WIDE OPEN AGRICULTURE ASX: WOA AUD 81M PURE FOODS TASMANIA ASX: PFT AUD 24M MAGGIE BEER HOLDIN
Slide 18: Why Invest?
WHY INVEST? A unique local offering solving a Disrupting a $128B market daily problem for Australian families A highly scalable model about to Well funded to execute our expand nationally strategic plans Highly experienced board and Passionate about our mission to management to drive expansion trans
Slide 19: Key Contacts
KEY CONTACTS Bryan Hughes – Chairman Mai Hughes - CEO Registered Office 9 Foundry Street Maylands, Western Australia Telephone: +61 8 6363 9222 Website: www.myfoodiebox.com.au
My Foodie Box — Investor Presentation (February 2022) on 6ix