Babylon Pump & Power Ltd · ASX:BPP
Babylon Pump & Power — Investor Presentation (May 2022)
13 slides from Babylon Pump & Power's investor presentation, May 31, 2022
Slide 1: Investor Presentation: Restructuring, Repositioning and Refocused
INVESTOR PRESENTATION wwwwwwwww Restructuring, Repositioning and Refocused 31 May 2022 (ASX:BPP)
Slide 2: Important Notice and Disclaimer
q IMPORTANT NOTICE AND DISCLAIMER This presentation has been prepared by Babylon Pump & Power Limited (“Babylon”) (ASX: BPP) for information purposes only. This presentation is not a product disclosure statement or prospectus for the purposes of the Australian Corporations Act 2001 (Cth), nor does i
Slide 3: Specialist Mining Services Company Providing Critical Solutions to Blue Chip Clients
q SPECIALIST MINING SERVICES COMPANY PROVIDING CRITICAL SOLUTIONS TO BLUE CHIP CLIENTS Strong revenue An established business Driving Profitability Key Appointment To growth since foundation & Shareholder Value Drive Profitability inception Three core businesses: +95%p.a. revenue growth Strategic pi
Slide 4: Strategic Review and Repositioning
q STRATEGIC REVIEW AND REPOSITIONING Strategic review of the BPP business has identified opportunities to deliver growth and improve margins Refocus on higher margin Align Board and key Enhance governance and Targeted Business specialty equipment rental management with strengthen Board Acquisitions
Slide 5: New Look Board
q NEW LOOK BOARD • CEO of Pacific Energy since 2015 – One of Australia’s largest providers of sustainable distributed energy to remote mines and townships • Previously CEO of Resource Equipment Ltd (2008-2014) and PCH Group Ltd (1995-2007) Jamie Cullen • All three were ASX listed resource sector ser
Slide 6: Focus on Rental Income and Water Management Solutions
q FOCUS ON RENTAL INCOME AND WATER MANAGEMENT SOLUTIONS Rental assets continue to deliver higher margins for BPP with consistent high levels of rental asset utilisation by major resource sector clients – strategic equipment purchases will expand specialist fleet ► Specialist nature of rental assets
Slide 7: Specialty Rental Fleet and Water Management Drivers
q SPECIALTY RENTAL FLEET AND WATER MANAGEMENT DRIVERS ► Virtually all mines experience water issues – too little or too ► Other key factors: much • Australia hosts some of the world’s oldest and ► Estimated that > 70% of mines in Australia have water ingress deepest mines. As mines deepen, issues ty
Slide 8: Significant Base of Rental and Industrial Services
CURRENT CONTRACTS q SIGNIFICANT BASE OF RENTAL AND INDUSTRIAL SERVICES • Power generation with BHP Iron Ore • One Year Trial Contract for Services with • Water management and power generation Alcoa with BHP Nickel West • Recurring equipment rental and services Select rental and industrial to major i
Slide 9: Simple Repurposing Plan for Asset Maintenance Services
q SIMPLE REPURPOSING PLAN FOR ASSET MAINTENANCE SERVICES • Three-year contract extension with • Recurring maintenance works for Alcoa significant leading miners and service Engine maintenance and companies including: • Three-year contract with two-year ― Citic Pacific rebuild services has extension
Slide 10: A Core Partner to Resource Sector Leaders
q A CORE PARTNER TO RESOURCE SECTOR LEADERS Babylon services the iron ore, gold, nickel, and oil & gas sectors with significant opportunities in infrastructure, alternative energy and other commodities in Western Australia and in Queensland through its subsidiary Primepower QLD. Babylon Pump & Power
Slide 11: Corporate Snapshot
q CORPORATE SNAPSHOT ASX Code: BPP Total Revenue $30,000,000 Ordinary Shares 1,151m +36% $24,000,000 *Performance Rights 130m $18,000,000 Market cap (@ 1.0 cents) $11.5m $12,000,000 Average Monthly Volume (shares) 29.5m $6,000,000 $0 Top 20 Holdings 46% FY18 FY19 FY20 FY21 FY22F Cash & Undrawn Debt
Slide 12: Investment Highlights
INVESTMENT HIGHLIGHTS ► 36% increase in FY22(F) revenue on FY21 ► Strengthened board with independent Non-Executive Chairman ► Refocussed on high margin operations with rationalisation of lower margin maintenance services ► Leveraging the strong outlook for Australian mining sector with opportunitie
Slide 13: Babylon Pump & Power Limited – Contact
Babylon Pump & Power Limited 74 Harrison Road Forrestfield WA 6058 Michael Shelby | Managing Director mshelby@babylonpumpandpower.com Babylon Pump & Power Limited 13
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