Slide 1: Investor Briefings – July 2011
For personal use only xx Investor Briefings – July 2011 1
Slide 2: DataDot Technology Limited - Disclaimer
DataDot Technology Limited - Disclaimer For personal use only Disclaimer: This presentation has been prepared by DataDot Technology Limited („DataDot”) based on information available at the time of preparation. No representation or warranty, express or implied, is made as to the fairness, accuracy,
Slide 3: DataDot Technology Limited – Overview
DataDot Technology Limited – Overview For personal use only DataDot Technology Limited (DataDot): • Australian stock exchange listed in 2005 (ASX:DDT). • Market capitalisation: ~$16.2 m Issued Capital: 474,575,800 shares • Available cash: $3m+ Cash (post growth investment) Negligible debt DDT Share
Slide 4: Five year strategy
DataDot Technology Limited - five year strategy For personal use only DDT‟s 2011 strategic objectives are: 1. To grow market capitalisation and shareholder value by increasing: > Revenue > Profit > Share Price 2. To improve quality of earnings by: > Diversifying product range > Diversifying revenue
Slide 5: Financial Performance
DataDot Technology - Financial Performance For personal use only Extract Gordon Capital report (June 2011) • Strong balance sheet • More efficient cost base • Investment in growth initiatives • 2011 hit by material one-offs • 2012 will see return back to pre one-off levels with strong revenue growth
Slide 6: The target markets for our technologies
The target markets for our technologies For personal use only For motor vehicles, reported car theft in the top 73 countries amounts to 3.6m cars Asset Protection p.a., costing over US$72b annually. Theft reduction opportunities equally exist in the motorcycles/scooter, marine, commercial equipment
Slide 7: Recent Market Focused Developments
Recent Market Focused Developments For personal use only • New distributors in China and Brazil now active in building markets. • DD South Africa – regulations to mandate microdot marking being phased in FY2011/12. Increased productive capacity has involved considerable investment. • Growing DDT‟s t
Slide 8: Secure solutions for asset protection, authentication and identification
1. For personal use only Secure solutions for asset protection, authentication and identification. • DataDotDNA® and DataDot Metallic • DataThreadDNATM • DataBaseDNA Actual Size 1mm • assetDNA & baseLINE software • DD SecureTM Magnified DataDot 8 12 July 2011 8
Slide 9: Identification, Deterrence, Prosecution system
– system: Identification and deterrence results in successful prosecution. For personal use only Identification Deterrence Prosecution 9 12 July 2011
Slide 10: The system works!
The system works! For personal use only Index of cars stolen and not recovered (per 1000 vehicles) 2.50 2.253 DataDots fitted to 2.154 Subaru cars in 2.008 2.00 Australia result in a significant reduction in the incidence of theft. 1.50 1.00 0.50 0.290 0.00 Subaru - Toyota - RAV 4 Nissan - X-Trail H
Slide 11: Key Growth Drivers
Key Growth Drivers For personal use only Key Growth Drivers for DataDotDNA® in Five Year Strategy: • Aggressively grow microdot product globally • Package DataDots into innovative solutions for the management of risk in financial and insurance solutions Problem: Theft and Asset Management Opportunit
Slide 12: Key Growth Drivers (continued): Opportunity in Motor Vehicles
Key Growth Drivers (continued) For personal use only Opportunity in Motor Vehicles Automotive – Holistic Strategy 1. Auto OEMs pre-fit DataDots – OEM offering includes Theft Excess Rebate (TER). OEMs benefit from reduction in fraud and increase in use of genuine parts. 2. Auto Dealers provide Afterm
Slide 13: DataTrace DNA solution
2. For personal use only A leading global solution incorporating technology developed in association with the CSIRO. • Engineered micro particles with unique tracers, • Presence and concentration detectable by specially developed portable reader, • Awarded prestigious DuPont “Innovation Prize” in 20
Slide 14: Key Growth Drivers
Key Growth Drivers For personal use only Key Growth Drivers for DataTrace DNA in Five Year Strategy: • Develop new products and applications using patents, trade marks and trade secrets to protect intellectual property. • Aggressively grow DataTrace DNA technology. Problem: Counterfeiting and Brand
Slide 15: Our award-winning products
3. Our award-winning products For personal use only Global seed industry security, coating and seed enhancement • IntelliSeedTM, • IntelliBright, • Seedworx, SeedXcell, Seed enhancement products, • IntelliGlow, • IntelliLabel, and • baseLINETM. Global seed industry is US$38bn p.a., counterfeiting of
Slide 16: Key Growth Drivers
Key Growth Drivers For personal use only Key Growth Drivers for AgTechnix in Five Year Strategy: • Expand the growth of AgTechnix business. Problem: Counterfeiting Opportunity: Authentication through use of IntelliSeed™ and IntelliLabel in conjunction with seed coating and seed enhancement product
Slide 17: Key Growth Drivers (cont.): Seed Coating Materials
Key Growth Drivers (cont.) For personal use only Opportunity in Seed Coating Materials • Market size of polymer seed coating materials in India estimated at 1,000 tonnes p.a. • Market for polymer seed coating materials growing at greater than 30% annually over past 3 years. • Market opportunity is c
Slide 18: Recent R&D Initiatives
DataDot Technology - Recent R&D Initiatives For personal use only Project “Thor” DataDots made from new materials including stainless steel, polymers, metals, and heat resistant materials for specific environments such as extreme heat, cold, high salt, high UV, consumable. Have completed proof-of-co
Slide 19: Recent R&D Initiatives (continued)
DataDot Technology - Recent R&D Initiatives For personal use only (continued) Mirror Image DataDots This development was deployed into the European market in May 2011. As half of all DataDots may be face-down on application, inclusion of a mirror image of each line of data allows the DataDot to be m
Slide 20: Recent R&D Initiatives
DataDot Technology - Recent R&D Initiatives For personal use only TraceCoatTM TraceCoatTM allows metal, glass and various other materials to be coated using a chemical coating (electro-less nickel) process. In partnership with Surface Technology Inc. DataTrace is working with a number of prospective
Slide 21: Recent R&D Initiatives (continued)
DataDot Technology - Recent R&D Initiatives For personal use only (continued) AuthentiCableTM AuthentiCableTM – the anti-theft cable product for copper and aluminium cables will soon be able to be manufactured in DDT‟s Taiwan factory. The AuthentiCableTM product has been enhanced by including an alp
Slide 22: Recent R&D Initiatives
DataDot Technology - Recent R&D Initiatives For personal use only IntelliLabelTM IntelliLabelsTM are a self-adhesive UV resistant label that combines a unique serial number (linked to DDT‟s database) printed onto anti-tamper/tamper evident labels with the added security of DataTraceDNA® embedded in
Slide 23: Awards & Recognition
DataDot Technology - Awards & Recognition For personal use only • NAB Agribusiness Award for Excellence – Technology & Innovation Award (2010) • DuPont Innovation Award – Agriculture & Food Production (2010/11) • Presenter at Danforth Innovation Centre,St. Louis, USA (May 2011) • Featured in Austral