SRJ Technologies Group PLC · ASX:SRJ
SRJ Technologies — Investor Presentation (August 2021)
17 slides from SRJ Technologies's investor presentation, Aug 4, 2021
Slide 1: CEO Presentation August 2021
For personal use only SRJ Technologies Group plc ARBN 642 229 856 Combining innovation and world class engineering to provide weld-free coupling and leak containment solutions for pipeline and process pipework systems CEO Presentation August 2021 SRJ Technologies Group plc 1
Slide 2: SRJ Overview
SRJ Overview For personal use only SRJ develops and distributes weld-free coupling and leak containment solutions targeting oil, gas, LNG and mining industries Suitable for Faster, cheaper Disrupting the High barriers to Strategic High quality pipework systems and safer pipe US$1.43 billion1 oil ent
Slide 3: Product Offering Matching the Market
Product Offering Matching the Market For personal use only Portfolio of proprietary asset integrity products protected by 7 patent families with 28 granted patents in 25 countries SRJ Weld Free Multi-Shell Repair Bespoke Enclosure BoltEx® Mechanical Couplings Clamp (“MSRC”) Repair units Weld-free an
Slide 4: Milestones and Targets
Milestones and Targets For personal use only Digital solution Successfully SRJAnalytics launched Continue to build on Mitsui completed ASX IPO partnership to more raising A$8 million portfolio companies Secured first order Strategic alliance from MODEC Land and expand with agreement with MODEC Austr
Slide 5: Distribution: Alliances & Relationships
Distribution: Alliances & Relationships For personal use only EnerMech Mitsui & Co SBM Offshore PSSS • SRJ have signed a global • Strategic alliance with Mitsui • SBM Offshore engaged SRJ • Memorandum of collaboration agreement who has also become a for Asset Integrity consulting Understanding signe
Slide 6: Recent Customer Success
Recent Customer Success For personal use only MODEC Woodside ZOMCO SBM Offshore (a subsidiary of Mitsui & Co) • March 2021 – received first • March 2021 – received its • April 2021 – received first • December 2020 – ongoing purchase order from MODEC first purchase order from order in Saudi Arabia th
Slide 7: Sales Pipeline
Sales Pipeline For personal use only 326 Key facilities/vessels 100 facilities/vessels 17 facilities/vessels $10M+ $5M-10M $2M-5M $1-2M Negotiation Proposal ~$6.5m <$1M ~$30m Pre-Proposal Legend FPSO ~$132m Offshore LNG 1. There is no guarantee that any opportunity in “Pre-Proposal”, “Proposal” or “
Slide 8: Technology Developments
Technology Developments For personal use only Hydrogen Gas Solution SRJ submitted a formal grant application in April 2021 for a Joint Industry Project (JIP) for the development of hydrogen compatible pipe connection technologies that will see SRJ partnering with Curtin University and SixDe Engineer
Slide 9: Outsourced Manufacturing
Outsourced Manufacturing For personal use only • Outsourcing manufacturing allows SRJ to focus on sales • Existing manufacturing relationships (two in Australia, one in UK) to service current demand in Australia and Europe • Ongoing discussions with further manufacturers in other regions • Aligns SR
Slide 10: COVID-19 Impact
COVID-19 Impact For personal use only COVID-19 Impact SRJ Position & Opportunity Asset owners and oil and gas operators are facing significant challenges with The provision of containment solutions to the energy sector remains an their workforces and access to service providers essential service and
Slide 11: Board of Directors
Board of Directors For personal use only ROBIN PINCHBECK ALEXANDER WOOD GRANT MOONEY DR ANDREW MITCHELL Non-Executive Chairman Executive Director & Non-Executive Director Non-Executive Director Chief Executive Officer • Over 40 years in oil and gas • Non-executive director of Adams • Principal of Mo
Slide 12: Key Management
Key Management For personal use only ROGER SMITH STEFAN McGREEVY Dr PAUL EASTWOOD DAVID MILNER Head of EMEA Chief Financial Officer Technical Director Director, SRJ Tech Australia Pty Ltd • Over 25 years experience in • Over 20 years experience • A qualified engineer with • Former CEO of e2o, an the
Slide 13: Investment Highlights
Investment Highlights For personal use only Strong industry Ageing assets and increasing regulatory pressure on oil and gas tailwinds operators drive ongoing demand for SRJ solutions Management High quality management team with significant global experience in team the oil and gas industry Intellect
Slide 14: Future Outlook
Future Outlook For personal use only 1. Addressing maintenance delays – during FY2020 and H1 2021 the industry has been impacted by maintenance delays from asset owners who look to push out maintenance work at each opportunity. This has created opportunity for more efficient solutions like SRJ produ
Slide 15: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only Summary Information If you are in any doubt about the contents of this document you should consult your stockbroker, bank manager, solicitor, accountant or other financial adviser. This document is prepared by SRJ Technologies Group plc(”SRJ” or ”t
Slide 16: Questions
For personal use only Questions SRJ Technologies Group plc 16
Slide 17: Alexander Wood, CEO contact details
For personal use only Alexander Wood CEO, SRJ Technologies plc info@srj-technologies.com This announcement has been authorised for release by the Chief Executive Officer of SRJ Technologies SRJ Technologies Group plc 17
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