Tamawood Limited · ASX:TWD
Tamawood — Shareholder Meeting (October 2023)
14 slides from Tamawood's shareholder meeting presentation, Oct 9, 2023
Slide 1: Tamawood Limited (TWD) October 2023
10/9/2023 1 For personal use only Tamawood Limited (TWD) October 2023
Slide 2: FY23 Review
2 For personal use only FY23 Review ➢ As highlighted throughout the year the FY23 result Tamawood Limited was impacted by remained PROFITABLE and ▪ Continuing effects of COVID 19. DEBT FREE in FY23 with ▪ Wet weather cash reserves of $5.231 ▪ Supply chain issues caused by world-wide million at June
Slide 3: Results FY23 and 1st Quarter 2024 (unaudited)
Results FY23 and 1st Quarter 2024 (unaudited) For personal use only 3 Quarterly results 1st Quarter 1st Quarter 1st Quarter 1st Quarter FY24 ➢ Margin’s improving in 1st quarter FY24 for all years are FY21 FY22 FY23 (unaudited) as a result of cost’s stabilizing and unaudited $’000 $’000 $’000 $’000 b
Slide 4: FY23 Result comparison to Industry
4 FY23 Result comparison to Industry As we predicted the problems due to the ‘HomeBuilder’ Government Grant the For personal use only decision was made to insulate the business, as much as possible, from the effects of the grant and prepare the business to take advantage of the changes in the supply
Slide 5: Latest National Construction Code Compliance
5 Latest National Construction Code Compliance For personal use only ➢ Accessibility implemented in QLD only 1st October 2023 with Energy to be implemented 1st May 2024 in QLD and new BASIX requirements in NSW. ➢ Range of over 1200 compliant designs suitable for a variety of land types and markets d
Slide 6: AstiVita Acquisition. Products and Pricing Advantage
6 AstiVita Acquisition. Products and Pricing Advantage ➢ Significant savings achieved by reduction in For personal use only shipping costs and settling most imported product in local currencies instead of US Dollars. We currently directly ➢ New products added to range to be used in control approx. D
Slide 7: Software Implementation
7 For personal use only Software Implementation ➢ All regional Databases integrated including appointments, sales estimating, final tender estimation, colour selection, document control, project management and reporting. ➢ First Franchise established exclusively utilising Project DeRisk software. ➢
Slide 8: Secondary Dwelling Vs Retirement Community/Unit
8 Secondary Dwelling Vs Retirement Community/Unit Figures are an estimate Dixon Home Retirement Unit/ ➢ Secondary dwelling range of For personal use only only and each individual case needs to be (SC0108) Community Townhouse examined and advised by as Secondary (Logan (sold Arana homes developed to
Slide 9: Comparison between House + Secondary Dwelling and House - Principal place of residence
9 Comparison between House + Secondary Dwelling and House - Principal place of residence Figures are an estimate only and each individual case Dixon Home (BTR0101) Dixon Home (NC5310) needs to be examined and advised by a licensed financial advisor or alike. House & Secondary Dwelling (Redland Bay L
Slide 10: Comparison between House + Secondary Dwelling and House - Investment property
Comparison between House + Secondary Dwelling and House - Investment property 10 Figures are an estimate only and each individual case needs to be Dixon Home (BTR0101) Dixon Home (NC5310) examined and advised by a licensed financial advisor or alike. House & Secondary Dwelling (Redland Bay Land) For
Slide 11: Repeat Customers
11 For personal use only Repeat Customers ➢ Repeat Customers are an essential part of our business. “I have built 9 houses and am building 20 houses with Dixon Homes. Wayne Brown and the team have been professional and helped me achieve quality builds. I would use Dixon Homes again for my future bui
Slide 12: Artificial Intelligence Utilisation
12 Artificial Intelligence Utilisation For personal use only ➢ Over the past 12 months after carefully assessing and mitigating risks we have integrated “AI” software into our business to assist with key tasks, including but not limited to: ▪ Human Resources ▪ Client Communications ▪ Sub-Contractor/
Slide 13: For personal use only
13 ➢ We would like to thank all our staff for For personal use only another successful year. We continue to focus on providing long-term stable employment with 21% of current staff exceeding 10 years of service. ➢ We continue to focus on gender diversity with 51% female staff many of whom are in sen
Slide 14: Disclosures Regarding forward looking statements
14 Disclosures Regarding forward looking statements For personal use only ➢ This Market Statement includes forward-looking statements that have been based on Tamawood Limited’s current expectations and predictions about future events including Tamawood Limited’s intentions. ➢ These forward-looking s