Spectur Ltd. · ASX:SP3
Spectur — Investor Presentation (February 2020)
24 slides from Spectur's investor presentation, Feb 24, 2020
Slide 1: Solutions and platforms using solar power, visual AI and IoT
Solutions and platforms using solar power, visual AI and IoT. Spectur Limited (ASX:SP3) February 2020
Slide 2: Vision
Vision The leader in solutions and platforms using solar power, visual AI and IoT 2
Slide 3: Agenda
ASX:SP3 Agenda Introduction to Spectur Strategic growth progress Recent financial performance Strong growth outlook Spectur Limited (ASX:SP3) Investor Presentation February 2020 3
Slide 4: Introduction to Spectur
Introduction to Spectur 4
Slide 5: Spectur Limited
ASX:SP3 Spectur Limited The leader in solutions and platforms using solar power, visual AI and IoT Reliable solutions to high value problems • Deterrence of crime • Surveillance to improve productivity • Warnings to protect communities • Platforms to enable visual AI and IoT In unpowered locations •
Slide 6: Capital Structure
ASX:SP3 Capital Structure Share Register Top 20 shareholders 41.9% Growing presence of institutional investors % of register owned by Board & KMPs 2.02% Key Metrics as at 21 February 2020 Top 12 Shareholders (at 17 February 2020) Share Trading Information Richard Wilkins (Founder) 8.7% ASX code: SP3
Slide 7: Revenue Model
ASX:SP3 Revenue Model Four complementary revenue streams Revenue streams Offerings Revenue Generated 1. Hardware sales Primary Ancillary $3,550 to $12,000+ per unit HD5 optical Parts Thermal system Install materials Warning system Mounting solns Time-lapse 2. Rentals Variants and $9.75 to $60 per da
Slide 8: Strategic Growth Progress
Strategic Growth Progress 8
Slide 9: Strategy Implementation
ASX:SP3 Strategy Implementation We said we would… Drive sales productivity Build customer centric organisation Position as a premium solution • Enhance inbound sales tactics • Proactive customer research and outreach • Evolve and improve the current product and + solution cases • • Build outbound sa
Slide 10: The next generation STA6 …coming soon…
The next generation STA6 …coming soon… Sense Think Act
Slide 11: Solutions expansion
ASX:SP3 Solutions expansion STA6 marks the transformation from “The Security Revolution” to “Sense, Think, Act” Builds on the industry leading performance of the HD5 • extended night sensing • can be upgraded to full 360 vision (zero blind spots) • Edge based AI and more powerful processing means lo
Slide 12: Recent financial performance
Recent financial performance 12
Slide 13: Financial Performance
ASX:SP3 Financial Performance The journey from start up to sustainable profitability Insights & Observations: AUD$ AUDITED RESULTS 31-Dec-19 31-Dec-18 % Change • Strong ongoing improvement in gross profit percentage. Revenue 2,619 2,196 19% • Transformational change in EBITDA / earnings performance,
Slide 14: Improving Cash
ASX:SP3 Improving Cash Moving to cash self-generation Insights & Observations • Maiden cash flow positive quarter • Continues general trend of improving cash performance • Expect short term (H2) increased cash consumption rate from • Additions to sales team • Investment in marketing for STA6 technol
Slide 15: Revenue Model
ASX:SP3 Revenue Model Insights & Observations: • Some slowing in rate of hardware sales due to delays Four complementary revenue streams in recruitment of sales team. Expect to reverse this trend following additional outbound focused sales onboarding in Q3. H1 FY2020 H1 FY2019 • Across the board imp
Slide 16: Strong growth outlook
Strong growth outlook 16
Slide 17: Our Outlook is Growth
ASX:SP3 Our Outlook is Growth Well positioned to capture current and future industry demand • Spectur expects to deliver continued top line growth over 2020 • Additional spend in the short to medium term (H2) as strategic investments are made • Growing outbound sales in government and utilities, whi
Slide 18: Contact Details
Sense Think Act Contact Details Lorem Ipsum Is Simply Dummy Text For Example Lorem Ipsum Spectur Limited (ASX:SP3) www.spectur.com.au Enquiries Gerard Dyson Managing Director investors@spectur.com.au
Slide 19: Important notice and disclaimer
ASX:SP3 Spectur Limited Important notice and disclaimer This document has been prepared as a summary only, and does not contain all information about Spectur Limited’s (the “Company’s”) assets and liabilities, financial position and performance, profits and losses, and the rights and liabilities att
Slide 20: Appendices
ASX:SP3 Appendices Our solutions 1. Deterrence and Surveillance 2. Warning 3. Edge based camera AI and remote IoT platforms (coming in 2020) Spectur Limited (ASX:SP3) Investor Presentation February 2020 20
Slide 21: Current Operations
ASX:SP3 Current Operations Artificial intelligence reducing false alarms, making better decisions Deterrence and surveillance solutions Connected to the internet via Cloud-based software 3G/4G, Satellite, WiFi and data storage Spectur customers and their internet connected devices Spectur field syst
Slide 22: Current Operations
ASX:SP3 Current Operations Warning solutions Sensors and sensing Cloud based platform Field warning and vision Smart drumlines Fire Tagged sharks Alert Seismographs Seabed pressure sensors or Lifesaving Activate warnings AI People Rangers Alert Automated Human Smoke detectors decision decision Tempe
Slide 23: Future Operations
ASX:SP3 Future Operations Artificial intelligence Learning many things STA6 using AI and remote IoT for a broader range of applications Zero latency edge based Cloud-based software Connected to the internet via AI on a smarter system and data storage 3G/4G/5G, Satellite, WiFi Spectur customers and t
Slide 24: Sense Think Act
Lorem Ipsum Is Simply Dummy Text For Example Lorem Ipsum Sense Think Act