Beam Communications Holdings Limited · ASX:BCC
Beam Communications — Shareholder Meeting (October 2018)
22 slides from Beam Communications's shareholder meeting presentation, Oct 26, 2018
Slide 1: Managing Director's Presentation to the Annual General Meeting 2018
World Reach Limited ABN 39010 568 804 5 / 8 Anzed Court, Mulgrave, Victoria, Australia 3170 T +61 3 8561 4200 F +61 3 9560 9055 E: info@worldreach.com.au 26 October 2018 The Manager Market Announcements Platform Australian Securities Exchange Managing Director’s Presentation to the Annual General Me
Slide 2: World Reach Limited AGM Presentation
WORLD REACH LIMITED (ASX:WRR) AGM PRESENTATION MICHAEL CAPOCCHI MANAGING DIRECTOR & CEO 26TH OCTOBER 2018
Slide 3: Beam Corporate Video
https://www.worldreach.com.au/corporate-video/ BEAM CORPORATE VIDEO
Slide 4: Financial Results FY'18
FINANCIAL RESULTS Financial Results FY’18 Revenues − Total revenues $11.6M − Revenue up 18% on FY17: − Underlying core business increased in the second half FY18 − Momentum continuing into the first quarter of FY19 Profit − Net Loss Before Tax ($1,565K) / EBITDA loss of ($607K) − Increased costs due
Slide 5: Financial Outlook FY'19
FINANCIAL OUTLOOK Financial Year ‘19 Revenue & Profit Outlook − Forecasted increase in revenues from those of FY18 − Forecasting a return to sustained profitability − A$2.4M Thuraya WE units delivered October ‘18 − Complete delivery of remaining Thuraya WE terminals − Completed delivery of 2500 GO!
Slide 6: Medium Term Growth Drivers FY19-FY22
FINANCIAL OUTLOOK Medium Term Growth Drivers FY19 - FY22 − Thuraya expecting strong traction for WE − Iridium forecasting further sales growth for GO! following new campaigns − New Market for Inmarsat – India − New market for Beam to sell Inmarsat related products into − New product initiatives; − N
Slide 7: Corporate Repositioning
world reach 7 CORPORATE REPOSITIONING
Slide 8: World Reach Limited Name Change
CORPORATE REPOSITIONING World Reach Limited Name Change Name change to Beam Communications Holdings Limited − Align the company name to the Group’s core business activity − Clearer message for the investor community − Simplified communications − Increase brand awareness − One website with an Investo
Slide 9: Business Update
world reach y BUSINESS UPDATE
Slide 10: General Beam Business Update
General Beam Business Update BUSINESS UPDATE • Total sales Revenues FY18 $11.6M • Forecasting further growth in FY19 • Thuraya WE, Iridium GO!, SatPhone Shop • Beam website averaging 7000 visit per month • New SatPhoneShop website launched Dec ’17 • 3000 visit per month, up 80% YOY • Commenced sales
Slide 11: Iridium GO! Update
IRIDIUM GO! UPDATE BEAM OEM For Iridium GO! terminal UPDATE Orders received now total 35K units Secured 5th order 5K units, delivery FY19 Product continues to sell well globally The GO! Is compatible with the newest Iridium satellites New GO! video getting good traction on social media I
Slide 12: App Developments Over GO!
IRIDIUM GO! UPDATE APP DEVELOPMENTS OVER GO! 22 Dedicated Iridium Approved GO! App’s now available App’s targeting specific user applications Weather Web Mail Messaging Iridium introduced its Short Burst Data service on GO! Allowing M2M and IoT applications WORLD REACH LIMITED - AGM
Slide 13: Iridium GO! New Promotional Video
IRIDIUM GO! New Promotional Video https://www.worldreach.com.au/where-will-you-go/ 12
Slide 14: Thuraya WE Development
THURAYA WE DEVELOPMENT Second Major OEM Product Development WORLD REACH LIMITED - AGM Presentation October 26th 2018 13
Slide 15: Thuraya WE Development: World's First Dual Mode Satellite Hotspot
THURAYA WE DEVELOPMENT World’s First Dual Mode Satellite Hotspot COMMERCIAL AGREEMENT Deliveries commenced total 3K terminal commitment Thuraya highly regarded satellite operator Expands Beam’s portfolio of products Thuraya launching WE specific data plans Initial demand for the terminal g
Slide 16: WE Launch Video
WE LAUNCH VIDEO https://www.worldreach.com.au/thuraya-official-launch-video/ 15
Slide 17: New Opportunities for Growth
NEW OPPORTUNITIES FOR GROWTH
Slide 18: New Product Category: LTE/Dual Mode Terminals
New Product Category LTE/DUAL MODE TERMINALS • Diversification of product offering • Capitalise on “Beam” brand and reputation • Utilise new and existing channels to market • Long term supplier to Telstra & KDDI • Targeting industrial / Rugged terminals: • M2M / IoT • Vehicular • Marine • Lower inve
Slide 19: Iridium Next Satellite Constellation
Iridium Next Satellite Constellation NEW DEVELOPMENTS ON THE HORIZON • Beam will have access to develop new products on a module due to be released during 2019 • Iridium CertusSM is the advanced new multi- service platform powered by the $3 billion Iridium NEXT constellations • Iridium Certus will d
Slide 20: In Summary
world reach y IN SUMMARY
Slide 21: In Summary: Investing in the future
IN SUMMARY Investing in the future Forecasting an increase in Revenues from FY18 New revenues from Thuraya WE product & more GO! Sales REVENUE GROWTH Forecast growth in the SatPhone Shop business Commencement of new 4G/LTE product sales later in FY19 Sales opportunities with Telstra for in
Slide 22: Disclaimer
Disclaimer This document has been prepared by World Reach Limited and comprises written material/slides for a presentation concerning World Reach Limited and its subsidiaries. The presentation is for information purposes only and does not constitute or form part of any offer or invitation to acquire
Beam Communications Holdings — Shareholder Meeting (October 2018) on 6ix