Cvc Limited · ASX:CVC
Cvc — Shareholder Meeting (November 2009)
7 slides from Cvc's shareholder meeting presentation, Nov 23, 2009
Slide 1: Annual General Meeting Presentation to Shareholders
Annual General Meeting Presentation to Shareholders CVC Limited 23 November 2009
Slide 2: The Year in Review
For personal use only The Year in Review :: Very tough and disappointing year :: Number of successes, and development of opportunities for 2010 and beyond :: Continued development of all key investee companies, including Ron Finemore Transport, Pro-Pac, Cellnet, Greens Foods and others :: Bought bac
Slide 3: 2010 Year to Date
For personal use only 2010 Year to Date :: Returned to profitability – likely half year profit approximately $5 M :: Net assets approx $174 M – including $52 M cash :: Shares on issue 136,115,726 :: Approx 15% improvement in net assets per share since June 30, 2009 :: Trading of majority of key inve
Slide 4: Portfolio as at November 23, 2009
For personal use only Portfolio as at November 23, 2009 Cash $ 52 M Listed Investments $ 76 M Direct Property $ 23 M Private Equity $ 23 M $174 M
Slide 5: Portfolio as at November 2009 – Key Investees
For personal use only Portfolio as at November 23 2009 – Key Investees
Slide 6: 2010 and Beyond
For personal use only 2010 and Beyond :: Portfolio likely to include higher concentration of direct property at attractive yields, reduced cash and listed equity components, and introducing a level of gearing :: Likely that impairment charges on a number of key investees will reverse in current year
Slide 7: Annual General Meeting Presentation to Shareholders
Annual General Meeting Presentation to Shareholders CVC Limited 23 November 2009