Aspermont Limited · ASX:ASP
Aspermont — Shareholder Meeting (November 2006)
19 slides from Aspermont's shareholder meeting presentation, Nov 17, 2006
Slide 1: Aspermont AGM 2006
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Slide 2: Aspermont delivers channels to its customers
Aspermont delivers channels to its customers About Aspermont ~ Our Assets ~ Our People Performance: ~ Financial - Shareholder Return Going forward: ~ Forward Strategy ~ Year to date
Slide 3: About Aspermont: Resource Sectors Products
About Aspermont Aspermont’s Resource Sectors Products iwi excellence fe sAENRRAG CHAT ICN AAAI ESPON INGA CAT renee ROLICETONS bec PNG PuGindustry Newsnet excellence ie ee ERGY Togan’s Fork shikes attalance
Slide 4: About Aspermont: Non Resource Sector Products
About Aspermont Aspermont’s Non Resource Sector Products cette ie excellence EACPECHINICACHOY 3, Ibe aN excellence 1M CAREER DEVELOPMENT How far have: We Carney:
Slide 5: About Aspermont Investment Portfolio
About Aspermont Investment Portfolio e Aspermont maintains an active Investment Portfolio ¢ Assists in funding our business expansion ¢ Newly established subsidiary Corporate Intelligence & Communication CIC corporate i oseligence and communications
Slide 6: About Aspermont Organisational Structure
About Aspermont Organisational Structure COO CFO/Co Sec. Conference ~ CIE | Marketing iv ' Group Editor Sales - Print L Sales Online e A restructure of the business was undertaken in 2005 Ontine Editor *.| e All department heads have significant experience and bring complimentary skills to the group
Slide 7: About Aspermont Strategy
About Aspermont Strategy Our strategy is based on continuing to developing quality products across both channels and sectors. Conferencing Online Publishing Market Intelligence Print Publishing Construction Transport Environmental Management Biotechnology 7
Slide 8: Performance
Performance Performance
Slide 9: Consolidated Revenue & EBIT
Consolidated Revenue & EBIT Performance 14,000 $1,900 + $1,700 12,000 + + $1,500 10,000 + | $1,300 Lo x is + $1,400 Mia 8,000 + gy § ® s < + $900 ro) > & 6,000 + oe + $700 4,000 + - | y $500 + $300 2,000 + + $100 0 -$100 2007 $ 4 Dollars 5,277 6,831 9,225 12,000 9 —e—EBIT $323 $739 $1,024 $1,500 EBI
Slide 10: Performance Sector Performance
Performance Sector Performance Publishing Results Comparison by Sector 2006 v 2005 Revenue 2006 2005 % Mining $6,262,870 $4,916,515 27% Energy $494,879 $346,837 43% Construction $1,300,276 $809,380 61% Other Sectors $201,975 $36,268 457% Total $8,260,000 $6,109,000 35%
Slide 11: Operating cash flow 2005 v 2006
Performance $600 $500 $400 $300 $000 $200 $100 $0 Cashflow Operating cash flow 2005 v 2006 EEE: BIATE EEE ne 1 il
Slide 12: Aspermont Peer Comparison
Performance 94% 74% 54% 34% 14% Aspermont Peer Comparison This graph represent the three year shareholder return BY
Slide 13: Forward Strategy
Forward Strategy 13
Slide 14: Forward Strategy
Forward Strategy Ongoing Product Development International Expansion Internal Management Strategy Continue new product development Diversify portfolio * New innovations and functionality Mining sector « New countries Mainstream publishing Maintain control on cost Economies of scale Employer of choic
Slide 15: Forward Strategy Progress year to date
Forward Strategy Progress year to date Product Development: * Petroleum magazine launched Office Professional Online News Service launched « New Transport/Logistics Magazine launched « Conferences in Upstream Energy & Office Professionals underway « Relaunch of Mining News Premium as a standalone pr
Slide 16: Execution of strategy: Mining Communications Limited
Going Forward Execution of strategy — specific items Equity purchase of London based, Mining Communications Limited (MCL) e Increased stake from 10% to 35% e Numerous joint ventures: Online products Conferencing New country development Expansion into the Americas e Contributes to bottom line 16
Slide 17: Execution of strategy: WME equity stake
Going Forward Execution of strategy — specific items WME Purchase of 30% Equity Stake: e Australia’s leading environment business publisher * Funded with working capital « Partnering across print, online and conferences
Slide 18: Settling of Legal Proceeds
Going Forward Settling of Legal Proceeds EXCALI HEE TURP UR AT Lema Ee Settlement of Excalibur legal proceedings ¢ Book value circa $1.068m - additional future value of circa $3m e Main asset Tennant Creek ~ Juno Mine « Peko Wallsend mined just under 3m tons for a yield of over 2m oz, e¢ Other owner
Slide 19: MN) PESOURCESTON ES
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