Cvc — Shareholder Meeting (November 2012)

5 slides from Cvc's shareholder meeting presentation, Nov 26, 2012

Slide 1: Presentation to Shareholders - 26 November 2012
For personal use only TWENTY TWELVE PRESENTATION TO SHAREHOLDERS - 26 NOVEMBER 2012 ro) = i Lu lu oS | < in Lu Zz Lu (as) | < =) Zz Zz < a lu E 2 =! ro) > GS
Slide 2: The Year in Review
THE YEAR IN REVIEW For personal use only  NTA increased during the financial year to $1.30 per share  Increased investment in Villa World to 20.4%  5 cent per share dividend  Continued focus on Mezzanine portfolio  Realisation of Pro-pac, Dolomatrix and acquisition of CVC Reef portfolio  Conti
Slide 3: 2013 Year to Date
2013 YEAR TO DATE For personal use only  Net assets approximately $178.7 M – including $30.7 M cash  Shares on issue 121.9 M  Increased holding in Greens foods to 43%  Trading of majority of key investees continues to improve  Additional mezzanine debt investments made  Continuing to seek new
Slide 4: Portfolio as at November 2012
PORTFOLIO AS AT 26 NOVEMBER 2012 For personal use only Cash $30.7 M Listed Investments $41.7 M Direct Property $55.2 M backed (net of borrowings) Private Equity $45.2 M $172.8 M 3
Slide 5: Listed Investment Portfolio as at November 2012
LISTED INVESTMENT PORTFOLIO AS AT 26 NOVEMBER 2012 For personal use only KEY INVESTEES 4