Arborgen Holdings Limited · NZX:ARB
Arborgen — Shareholder Meeting (August 2021)
20 slides from Arborgen's shareholder meeting presentation, Aug 19, 2021
Slide 1: Annual Shareholders' Meeting 2021
ArborGen Holdings | ASM Presentation 2021 Annual Shareholders’ Meeting 2021 1 Welcome Dave Knott Chairman 2 19 August 2021 Page 1
Slide 2: Virtual Meeting Guide and Online Question Process
ArborGen Holdings | ASM Presentation 2021 Welcome Virtual Meeting Guide Computershare Helpline +64 9 4 888 777 3 Online Question Process When the Question function is available, the speech bubble will appear at the top of the app To send in a question, click in the ‘Ask a question’ box, type your qu
Slide 3: Online Voting Process; Board and Management
ArborGen Holdings | ASM Presentation 2021 Online Voting Process When the poll is open, the vote will be accessible by selecting the voting icon at the top of the screen Resolution - Re-election of Director To vote simply select the direction in which you would like to cast your vote. The selected op
Slide 4: Programme; CEO Review
ArborGen Holdings | ASM Presentation 2021 Programme + CEO’s Review + Chairman’s Comments + Shareholder Questions + Resolutions + Other Business + Close of Meeting 7 CEO Review Andrew Baum CEO 8 19 August 2021 Page 4
Slide 5: Our Vision
ArborGen Holdings | ASM Presentation 2021 Our Vision To build a global, high growth business by developing and selling proprietary advanced genetics tree seedlings that offer “step changes” in productivity and deliver significant value to forestry landowners All figures in US$ 99 Our Vision … contin
Slide 6: March 2021 YE Results
ArborGen Holdings | ASM Presentation 2021 March 2021 YE Results + Our strengthening position is translating into results + FY 2021 proved to be the most challenging period ever + Despite this, we are extremely pleased with solid performance 11 March 2021 YE Results … continued + Seedling sales volum
Slide 7: Transforming Forest Productivity
ArborGen Holdings | ASM Presentation 2021 Transforming Forest Productivity + Our achievements in unprecedented global conditions speak to the strength of our product portfolio and team + We are making progress implementing our strategy of transforming forest productivity through the conversion of se
Slide 8: Customer Conversion to Advanced Genetics
ArborGen Holdings | ASM Presentation 2021 Customer Conversion to Advanced Genetics + Our core strategy is the conversion of the US loblolly pine market to advanced genetics Open Pollinated (OP) Produced from best mother and fertilised with pollen of an unknown father tree. Mass Control Pollinated (M
Slide 9: Customer Conversion to Advanced Genetics; The Value Story
ArborGen Holdings | ASM Presentation 2021 Customer Conversion to Advanced Genetics… continued + In the early 1990s tree improvement programmes explored the production of hybrid trees where both parents were known + First it was necessary to determine what parents resulted in the most productive offs
Slide 10: Positioned for Accelerated Growth
ArborGen Holdings | ASM Presentation 2021 Positioned for Accelerated Growth + Our advanced genetics are now proven at scale and the transformation to advanced genetics is at an inflection point + No competitor can match our MCP programme’s breadth or depth, and we are continuously developing more va
Slide 11: MCP Development
ArborGen Holdings | ASM Presentation 2021 MCP Development Projected MCP supply2 + We are well positioned to reap the benefits million seedling equivalents of 20+ years investment in product 400 development, expanding supply through orchards establishments and customer education 300 + We have over 80
Slide 12: Product Pipeline; Role in Climate Change
ArborGen Holdings | ASM Presentation 2021 Product Pipeline + Advancing our pipeline of next generation products ensuring we move customers up the MCP value chain + Significant investment in the supply pipeline + Strong competitive advantage which will increase over the next five years + MCP elite an
Slide 13: Leading Edge Biotechnology
ArborGen Holdings | ASM Presentation 2021 Leading Edge Biotechnology + Our proven proprietary somatic embryogenesis capability can be leveraged for the development of new propagation techniques for new crops + Our in-vitro technology and systems are the result of decades of intensive R&D 25 Leading
Slide 14: Mitigating Climatic Events; Summary
ArborGen Holdings | ASM Presentation 2021 Mitigating Climatic Events + We are subject to events that could adversely impact production + A number of initiatives and processes have been implemented to minimise risks + We have ten geographically dispersed nurseries across the US South + Trees aged 7-1
Slide 15: Chairman: Improving Cash Generation
ArborGen Holdings | ASM Presentation 2021 Dave Knott Chairman 29 Improving Cash Generation + The critical driver of earnings and cash flow growth for our business is the step-change growth in our MCP sales + Significant investment in developing our best in-class proprietary genetics + We are deployi
Slide 16: FY2022 Outlook
ArborGen Holdings | ASM Presentation 2021 FY2022 Outlook + Substantial lift in MCP seed harvested in late 2020 increased availability of our MCP seedlings + MCP production up by ~ 30 million units in FY22 + Strong improving markets in the US and Brazil and higher demand for proprietary genetics + US
Slide 17: Outlook Supports Strong Earnings Growth
ArborGen Holdings | ASM Presentation 2021 Outlook Supports Strong Earnings Growth + Strong projected demand for solid wood products in the US supported by a strong US housing market and population demographics + Russia proposed a ban on exporting softwood logs effective Jan ’22 + Structural supply c
Slide 18: Ongoing Strategic Review; Questions
ArborGen Holdings | ASM Presentation 2021 Ongoing Strategic Review + The Board earlier this year received a confidential, non‐binding, indicative, incomplete and highly conditional proposal to acquire ArborGen + A sub-committee of independent directors was appointed to assess the proposal and conclu
Slide 19: Resolutions; Appendix
ArborGen Holdings | ASM Presentation 2021 Resolutions Voting icon Resolution 1 To elect of Dave Knott Jr as a Director of the Company Resolution 2 To re-elect Thomas Avery as a Director of the Company Resolution 3 To re-elect Ozey Horton as a Director of the Company Resolution 4 To authorise the Dir
Slide 20: Disclaimer
ArborGen Holdings | ASM Presentation 2021 This presentation has been prepared by ArborGen Holdings Limited (“ArborGen”), to provide an overview of the performance of ArborGen All references and its activities at the date of this presentation. It is not prepared for any other purpose and must not be
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