Dxn Ltd. · ASX:DXN
Dxn — Shareholder Meeting (November 2019)
14 slides from Dxn's shareholder meeting presentation, Nov 28, 2019
Slide 1: Giving You the Edge
GIVING YOU THE EDGE At DXN we believe in challenging the status quo of how modern data centres enable the edge Annual General Meeting CEO Update 28 November 2019
Slide 2: Disclaimer
Disclaimer This presentation has ben prepared by DXN Limited ACN 620 888 548 (DXN or the Company). Each recipient of this presentation is deemed Important to have agreed to accept it is subject to the qualifications, limitations and disclaimers set out below. None of DXN and/or their respective dire
Slide 3: Who we are
Who DXN Limited (ASX: DXN) designs, builds, owns and operates data DXN has become the first modular data centre developer in the world to receive both TIER-Ready III we are centres. Our modular approach provides agile, rapid and TIER-Ready IV design review awards. DXN has also been awarded Tier III
Slide 4: DXN Business Overview
DXN Business Overview Two Core Business Streams DXN designs, builds, owns and operates data centres and our modular approach provides agile, rapid and flexible DC’s built to global best practice standards. Tier III and Tier IV DXN Modules DXN Data Centres • Pre-fabricated modular design • Capital Ef
Slide 5: Vision for the next 12 months
Focus on sales • Complete sales of 1MW in DXN-SYD01 • Modules sales of >$12M Market Development Vision for • Edge DC Design and Build the next • • SE Asia, Pacific and Australia First Edge DC Development in regional 12 months Australia Melbourne DC • Development and capital expenditure put on hold u
Slide 6: Market Growth driving DXN Module sales
Market Growth driving DXN Module sales: Australian Colocation Data Centre Market Market estimated grow estimated to be to a 50Billion billionDollar Dollars industry by 2023 by 2025 $AU M 20% 9% Compound Compound annual growth rate increase in Australia estimated increase betweenfrom 2017 - 2025 2023
Slide 7: Edge and Modular DC Market
Edge and Modular DC Market Market Proof Points 19% Edge market CAGR of DXN Current Regional DC NSW Government DXN currently in 19% to 2024. capacity to construct deployments announced a $100M discussions with a Driven by 5G and the IOT is 7MW PA expected to increase investment strategy number of Edg
Slide 8: Market growth driving DXN Data Centre sales
Market growth driving DXN Data Centre sales: Australian Colocation Market estimated to be a Billion Dollar industry by 2023 $AU M 9% Compound annual growth rate in Australia increase from 2017 - 2023 Frost and Sullivan 8
Slide 9: DXN-SYD01
DXN-SYD01 Location Sydney Olympic Park Tier III (Design and Build) & IV (Design) Size of Facility 4600 Sqm Technical Area 3500 Sqm Capacity 6MW Initial Fit Out 1MW Live 19 Aug 2019 • DC is now live and ready for business • Carrier Neutral Edge Data centres build by skilled in-house engineering and m
Slide 10: DXN-SYD01 Sales
DXN-SYD01 Sales Utilities • Contract negotiations continue with Three 16% (3) new customers • Channel Partners signed six (6) with an additional four (4) before the end of Q2. DXN-SYD01 • Q3 Sales from Channel partners expected Telco Unweighted Channel Pipeline 25% 44% Pipeline • Pipeline value rema
Slide 11: Modules Market for DXN
Modules Market for DXN Hyperscale and Telco and Cable Landing Mining Micro DC Edge Government Stations • 1-10Mw • Edge Deployment • Pre Fabricate • Purpose Built • Plug and play, fully Deployment • 20kW to 1MW specific for • High Quality integrated solution • 200-2000 Racks • 5-200 Rack submarine ca
Slide 12: Modules
Subsea Cable Operators Mining 10% Modules Government/ Utilities 2% 1% Telco 21% Work in Hand $6.2m Unweighted Module • SES $250k (Repeat Customer) Pipeline $377m • Southern Cross $2.4m • Additional contracts expected in Q2/Q3 >$4m DC Operator 66% Pipeline • Creating a large sales pipeline ie >$500m
Slide 13: Southern Cross Cable – recent contract signed
Southern Cross Cable – recent contract signed • Southern Cross owns and operates a Trans- Pacific submarine cable network connecting Australia, New Zealand, Fiji, Hawaii to the internet backbone on the United States West Coast • Southern Cross cable is a world leader on reliability and performance a
Slide 14: FY20 Trading Update
FY20 Trading Update $7,000,000 • DXN currently has $6.2m work in hand (WIH) for FY20 - 435% above FY19 $6,000,000 • Contracts currently in various stages of production: • Synergy $580k $5,000,000 435% Growth • Radlink $1m $4,000,000 • Niue $600K • Cook Islands $1.44m $3,000,000 • SES $250K $2,000,00