Nutun Limited · JSE:NTU
Nutun — Transaction Capital — H1 2020 Earnings Presentation
5 slides from Nutun's earnings presentation, Sep 27, 2020
Slide 1: Mission: active investor in and operator of credit-orientated alternative assets
TRANSACTION CAPITAL 38 As a listed entity, to extend our track record TRANSACTION CAPITAL of high-quality earnings growth, we identify opportunities to leverage our high IP, leading technologies & low-cost operational infrastructure Our capital management approach to expand into attractive adjacent
Slide 2: Investment Case
INVESTMENT CASE 39 COMPELLING & UNIQUE AS WE EXECUTE ON OUR STRATEGY • Two well established, autonomous & unique financial services businesses: SA Taxi & TCRS • Positioned in attractive market segments occupying leading market positions TRANSACTION CAPITAL • Highly defensive, context relevant busine
Slide 3: Investment Case Continued
INVESTMENT CASE CONTINUED 40 COMPELLING & UNIQUE AS WE EXECUTE ON OUR STRATEGY LED BY AN EXPERIENCED • Identify, assess, develop & partner with entrepreneurial, innovative & experienced founders, owners & managers of businesses • Ownership culture ENTREPRENEURIAL • Empowered, entrepreneurial, agile,
Slide 4: Investment Case Continued
INVESTMENT CASE CONTINUED 41 COMPELLING & UNIQUE AS WE EXECUTE ON OUR STRATEGY TO GENERATE RISK-ADJUSTED • Value-led investment approach • Investment objective that yields: INTEREST RETURNS & CAPITAL › Attractive risk-adjusted interest returns from our asset portfolios APPRECIATION › Enhanced by cap
Slide 5: Transaction Capital Business Model
TRANSACTION CAPITAL BUSINESS MODEL 42 CAPITAL INPUTS CAPITAL OUTCOMES 1 2 INTELLECTUAL CAPITAL Identify credit-orientated alternative Apply core skills to assess & INTELLECTUAL CAPITAL Market-leading & socially relevant business platforms with scale & asset classes, in which our core risk & mitigate