Tz Limited · ASX:TZL
Tz — ShareCafe Small Cap 'Hidden Gems' webinar (December 2021)
21 slides from Tz's conference presentation, Dec 3, 2021
Slide 1: ASX Announcement: TZ – Investor Presentation
Level 2, 40 Gloucester Street The Rocks NSW 2000 Australia Telephone (+61) 2 9137 7300 TZ Limited www.tz.net ABN 26 073 979 272 For personal use only 3 December 2021 ASX Announcement TZ – Investor Presentation TZ Limited (the ‘Company’) (ASX: TZL) is pleased to announce its participation in the Shar
Slide 2: Investor Presentation – Hidden Gems, 3 December 2021
TZ For personal use only Investor Presentation Hidden Gems - 3 December 2021
Slide 3: Disclaimer
DISCLAIMER For personal use only The information contained in this presentation has been prepared by TZ Limited ACN 073 979 272 (Company). This summary presentation was prepared with due care and attention and is current at the date of the presentation. The information in this presentation is an ove
Slide 4: TZ solves real world problems with software for access and control
For personal use only “TZ solves real world problems, by engineering software solutions centred around access and control of physical spaces.”
Slide 5: TZ sells connected devices and the software that controls them
TZ sells connected devices and For personal use only the software that controls them.
Slide 6: Sample of Our Users
Sample of Our Users For personal use only December 2021
Slide 7: Use Cases
Use Cases For personal use only TZ products implement rules around control for: who can access what, when & where. Then report on these actions. TZ products can be utilized in a multitude of ways: ❯ Day Storage ❯ IT Asset Management ❯ Postal ❯ Retail ❯ University ❯ Manufacturing ❯ Health & Medical ❯
Slide 8: TZ Core open platform software
TZ can now sell open platform For personal use only software to control other people’s devices. TZ Core Open platform software at scale now supports 100’s & 1,000’S devices.
Slide 9: Device Connect – A TZ Core Solution
Device Connect For personal use only A TZ Core Solution “Device Connect” allows 3rd party locking device vendors to integrate with the TZ Core. Opportunity 3 Focus on Recurring Revenue Transition away from Fit Out Fulfillment 2 New Sales Channel with Partner Strategy 1 Increased Addressable Audience
Slide 10: Product Development Strategy
Product Development strategy For personal use only Enhanced Launch Migration UI & UX Platform TZ Core • Enhance for scale. • Move current clients • Ability for TZ software • UX development to to open platform. to control 3rd party ensure software usage is • Scale Open API’s. devices. habitual and fr
Slide 11: Business Model Evolution
Business Model Evolution For personal use only Perpetual License Model Multi-Term TZ Software is sold on a one-time Software Service Agreement basis for a once-off, upfront license fee coupled with an on- going but optional maintenance fee December 2021
Slide 12: High Margin Recurring Revenue
High Margin Recurring Revenue For personal use only Devices: 50% Margin Software: 80% December 2021
Slide 13: APAC: Annuity Revenue
APAC: Annuity Revenue For personal use only $2,500,000 Contracted Revenue Forecast $2,000,000 $1,500,000 $1,000,000 $500,000 $0 FY19 FY20 FY21 FY22 FY23 FY24 December 2021
Slide 14: USA: Annuity Revenue Opportunity
USA : Annuity Revenue Opportunity For personal use only $7,000,000 Contracted Revenue Forecast $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 December 2021
Slide 15: Recent Sales Contracts
Recent Sales Contracts For personal use only December 2021
Slide 16: SaaS Opportunities
SaaS Opportunities For personal use only Quote in review with client Request For Quotation Quote in review with client Quote in review with client December 2021
Slide 17: Opportunity Pipeline
Opportunity Pipeline For personal use only As at Oct 2021 Current Opportunity Pipeline FY22 December 2021
Slide 18: Opportunity Pipeline
Opportunity Pipeline For personal use only As at Oct 2021 Current Opportunity Pipeline FY22 Opportunity Pipeline FY21 December 2021
Slide 19: Change is Here
Change is Here For personal use only • eCommerce: No matter the brand, big or small, buy online is expected. • Hybrid Workplaces: The 5-day office week has changed. • Contactless: The impact of planning is becoming habitual and like major life events is set to have a lasting effect. • Asset Manageme
Slide 20: Pillars for Growth
Pillars for Growth For personal use only Open Multi Term platform User focused Software software UI & UX Licensing (TZ Core) December 2021
Slide 21: For personal use only
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