Rbr Group Ltd · ASX:RBR
Rbr — Investor Presentation (January 2021)
14 slides from Rbr's investor presentation, January 2021
Slide 1: Up and running in Mozambique's new multi-billion-dollar LNG construction industry
+ Up and running in Mozambique’s new multi- billion-dollar LNG construction industry • First contract secured to supply much-needed accommodation for LNG construction workers • Deal paves way for RBR to win training and labour contracts amid forecast demand for thousands of workers January 2021 - RB
Slide 2: Disclaimer
Disclaimer This presentation does not constitute investment advice. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation does not take into a
Slide 3: RBR – the only ASX-listed Company Exposed to Moz LNG
RBR – the only ASX-listed Company Exposed to Moz LNG • RBR offers a ground-floor investment opportunity, with market cap of just $10 million • RBR is the only leveraged exposure on the ASX to the massive LNG construction boom about to start in Mozambique • RBR has spent five years preparing to suppl
Slide 4: Corporate Overview: Financial Summary as at 30 October 2020
Corporate Overview: Financial Summary as at 30 October 2020 A $10M company leveraged Financial Summary to a multi-billion dollar LNG investment (*) Share price (30-Oct-2020) 1.0 cents Number of shares 1,000.7M Market Capitalisation $10.0M Cash (30-Sep-20) $388K Debt (30-Sep-20) * $400k Key Sharehold
Slide 5: Mozambique LNG Opportunity – World Scale
Mozambique LNG Opportunity – World Scale • Two projects valued at c.$46 billion approved (Eni’s FLNG and Total’s Moz LNG), and $86 billion project pipeline if Exxon’s project is approved Source: Standard Bank Presentation (November 2020) and Mitsui & Co. Presentation (July 2019) • Approved projects
Slide 6: Futuro Group (RBR's brand) in Mozambique
Futuro Group (RBR’s brand) in Mozambique Futuro Group helps companies establish, operate and grow in Mozambique by delivering functional corporate business administration support, internationally accredited skills training and assessment, and staffing solutions PALMA | PEMBA | MAPUTO FUTURO BUSINESS
Slide 7: RBR's Palma (Wentworth camp) Operations Base
RBR’s Palma (Wentworth camp) Operations Base • Wentworth Camp strategically located near LNG construction site, local airport and marina • Has serviceable infrastructure and buildings creating a strong operations base Palma airport Wentworth camp LNG project airstrip & camp Supplying Skilled People
Slide 8: Photos from the Wentworth Camp
Photos from the Wentworth Camp Supplying Skilled People to the Workplace every day RBR Group Limited I 8
Slide 9: Wentworth Camp Project - Overview
Wentworth Camp Project - Overview • Build and operate a 668-bed accommodation camp at the Wentworth facility in Palma, Cabo Delgado, Mozambique • The camp is exclusively contracted to the Engineering, Procurement and Construction (EPC) contractor for the c.US$23 billion Mozambique LNG Project under
Slide 10: Why does this Opportunity Exist?
Why does this Opportunity Exist? • COVID-19 outbreak on site in April 2020 led to a re-think of camp accommodation. Outcome was a desire to secure accommodation in smaller quantities across multiple sites • Very specific and onerous requirements for accommodation – strict security and quality standa
Slide 11: Value-add
Value-add • Upside: • The camp will require locally-employed installation teams, for at least four months. RBR will supply workers via its Futuro People labour hire business • Further opportunity to recruit or labour hire other permanent employees needed for the ongoing operation and maintenance of
Slide 12: Wentworth JV Contractual Structure
Wentworth JV Contractual Structure Mozambique Government (Title holder) Palma Pipeline Projects - Private Mozambique (Head lease holder) ▪ Wentworth camp - 11 acres - Secure facility Wentworth Camp - 1km from Palma airport and Marina ▪ Projectos Dinamicos, Lda - 50:50 shareholding between Cube 50% P
Slide 13: The Coming Years
The Coming Years • Construction of the LNG Project is happening, with first gas committed by end-2024. First of several projects • RBR’s opportunities to train local workers and hire them to contractors (RBR’s core business) will begin when the contractors mobilise to site. Mass mobilisation will oc
Slide 14: Contact
+ Contact: Level 2 33 Colin Street West Perth I WA I 6005 PO Box 534 I West Perth I WA I 6872 08 9214 7500 info@rbrgroup.com.au I www.rbrgroup.com.au January 2021 - RBR Group Limited I 14