Mattr Corp · TSX:MATR
Mattr — Shawcor — Investor Day (March 2020)
11 slides from Mattr's investor day presentation, Mar 23, 2020
Slide 1: Investor Day 2020
+ SOLUTIONS MATTER 2020 INVESTOR DAY Assets protected with RFID data-enabled end caps
Slide 2: Disclosure Statement
DISCLOSURE STATEMENT This presentation includes certain statements that reflect management’s expectations and objectives for the Company’s future performance, opportunities and growth, which statements constitute "forward looking information" and "forward looking statements" (collectively "forward
Slide 3: Investor Day - Agenda and Presenters
INVESTOR DAY - AGENDA AND PRESENTERS Our Company Shawcor Foundations Paul Pierroz Cindy SVP, Ron Dunn Grolleman, Steve Orr Corporate & SVP, R&D and VP, Shawcor President & Investor Operations Management CEO Relations System Rexdale Location Tour Joe Tabak Kevin Reizer Shawn Doyle Trina Vitolianos
Slide 4: Shawcor Heritage of Customer Focus and Innovation
SHAWCOR HERITAGE OF CUSTOMER FOCUS AND INNOVATION 1969 2019 Early development of Advanced manufacturing of protective coatings composite products We have anticipated, adapted and changed to the dynamic business environment for over 50 years.
Slide 5: The Shawcor Values Based Culture
THE SHAWCOR VALUES BASED CULTURE INTEGRITY TECHNOLOGY EXECUTION The core of our business is The heart of our business is our The advantage of our business environmental protection. depth in materials science. is execution and continuous We strive to do the right thing in We have unique c
Slide 6: Sustainability Is Fully Integrated in Shawcor
SUSTAINABILITY IS FULLY INTEGRATED IN SHAWCOR OUR PURPOSE OUR SOLUTIONS OUR OPERATING PRACTICES The purpose of our business is We relentlessly pursue Our operating and leadership environmental protection, asset technologies that reflect our practices fully embrace integrity and sustainabilit
Slide 7: Our Business Profile Today
OUR BUSINESS PROFILE TODAY DESIGN BUILD PROTECT MANAGE ENERGY & INFRASTRUCTURE TECHNOLOGY We deliver engineering We manufacture We apply advanced We provide complete and consulting services products, equipment materials and inspection, integrity and to develop innovative, and systems to meet formu
Slide 8: Historic Business Model – 2009 to 2015
→ HISTORIC BUSINESS MODEL – 2009 TO 2015 Revenue Cash from Operations FINANCIAL DYNAMICS 2,000 600 Accumulated Cash From Pipe 1,800 Cash from Operations (CAD$ Millions) Coating Projects and Survived 500 1,600 On Reserves Revenue (CAD$ Millions) 1,400 400 1,200 MODEL WORKED 1,000 300 800 Controllin
Slide 9: Shawcor Markets and Drivers - Diversification
SHAWCOR MARKETS AND DRIVERS - DIVERSIFICATION INTERNATIONAL & NORTH AMERICAN NORTH AMERICAN NON-OIL & GAS LARGE PROJECTS OFFSHORE MIDSTREAM UPSTREAM Global Automotive Pipeline Capacity Pipeline Capacity US and Canada US and Canada and Industrial and Infrastructure and Infrastructure Dril
Slide 10: Shawcor Business Segments
~ SHAWCOR BUSINESS SEGMENTS Business Description Leading Brands Products & Services Energy & Infrastructure Markets = vue vue vvuvVvvVvve PIPELINE & PIPE SERVICES Provider of pipeline protection and inspection solutions as well as facilities and engineering services Bredero Shaw Socotherm Canusa-CPS
Slide 11: Compelling Fundamentals Driving Long Term Value
→ COMPELLING FUNDAMENTALS DRIVING LONG TERM VALUE SHAWCOR ❷ ❶ Business Segments SUPPLY/ DEMAND IMPORTANCE OF IMBALANCES ASSET OWNERSHIP • Significant imbalances in Water, • Ownership for full lifecycle and Oil, Gas and Electricity long- range performance • Investments required to match COMPOSITE SYS