Seafarms Group Limited · ASX:SFG
Seafarms — Northern Australia Investment Forum 2015
19 slides from Seafarms's conference presentation, Nov 9, 2015
Slide 1: ASX Media Release: Northern Australia Investment Forum
Our Ref: SFG ASX Announce NAIF – Media Release (450) 9 November 2015 For personal use only ANNOUNCEMENT 450 Market Announcements Office Australian Securities Exchange Level 6 By ASX Online 20 Bridge Street Number of pages: 19 SYDNEY NSW 2000 (including this page) Dear Sir Media Release Northern Aust
Slide 2: Media release continued
“Project Sea Dragon will help reduce the pressure on the global wild harvest prawn industry while boosting the local economy and providing jobs on the ground for local people in north Australia.” Awarded Major Project Status by the Northern Territory and Australian Governments, Seafarms is currently
Slide 3: About Seafarms Group
About Seafarms Group Seafarms Group Limited (ASX: SFG) is an ASX listed holding company with two separate subsidiary companies operating in non-conventional commodities: aquaculture and carbon. Seafarm Operations Limited operates aquaculture operations and CO2 Australia Limited the carbon and enviro
Slide 4: Project Sea Dragon – North Australian Investment Forum
For personal use only Project Sea Dragon North Australian Investment Forum Darwin November 2015
Slide 5: Acknowledgement of Traditional Owners
For personal use only Seafarms acknowledges the Larrakia People the traditional owners on whose land we meet and pays respect to their Elders past and present
Slide 6: Outline
Outline For personal use only Strategic drivers Demographics Consumer demand Natural resources Introducing Project Sea Dragon Video Project features
Slide 7: The megatrends with global impacts
The megatrends with global impacts Demographics Growing population and increasing For personal use only wealth are underpinning the demand Economic development of Asia for protein: Consumer demands – food Global population is expected to increase quality, safety and provenance from 7 billion today t
Slide 8: Consumption increases with wealth
Consumption increases with wealth For personal use only
Slide 9: Aquaculture to meet seafood demand
For personal use only Million Tonnes 100 120 140 160 180 20 40 60 80 Mt 1950 1953 1956 1959 1962 1965 1968 1971 1974 1977 1980 aquaculture 1983 1986 1989 1992 wild caught 1995 Aquaculture to meet seafood demand 1998 2001 2004 2007 2010
Slide 10: Shrimp is the key seafood segment
Shrimp is the key seafood segment Massive global growth in shrimp For personal use only aquaculture 100,000 tons per annum in 1980 to 4,500,000 tons per annum Most valuable global trade flow Import values increased by 45% between 2011 and 2014 About 15% of total value of internationally traded fishe
Slide 11: North Australia's natural advantages - aquaculture
North Australia’s natural advantages - aquaculture For personal use only Biogeography Suitable climate Disease-free Long coastline Land Availability Lack of competitive uses
Slide 12: Competitive advantages
Competitive advantages For personal use only Infrastructure Biosecurity Towns, ports, road and Free of major diseases airports Tight biosecurity Economies of scale Science and technology Political economy Latest technology and Stable government processes Foreign investment support Strong research in
Slide 13: Project Sea Dragon unique attributes
Project Sea Dragon unique attributes For personal use only 10,000 hectare aggregation Completed pre-feasibility Integrated production Developed country platform Genetics, broodstock Biosecurity Hatchery Provenance Grow-out Food safety Process for export Export focussed Project expands to meet Produc
Slide 14: Growth in shrimp production: past and forecast
Growth in shrimp production: past and forecast For personal use only Source: Rabobank estimates
Slide 15: Unmatched growth opportunity
Unmatched growth opportunity For personal use only Source: Rabobank insights
Slide 16: Project Sea Dragon – status and timelines
Project Sea Dragon – status and timelines For personal use only Status Project timelines Major project status Stage 1 – 1,000 ha Australian Government 10,000 tonnes Northern Territory Government Breeding facilities Western Australian Government BFS 2016 Pre-feasibility complete Define Capex to ±10%
Slide 17: Project Sea Dragon – investment opportunities
Project Sea Dragon – investment opportunities Pre-approval Post-approval For personal use only Early investment with major Project finance up-side Equity and debt Flexible opportunity e.g. Seeking financial close end Land position 2016 Off-take Finance for Stage 1 Equity Estimated US $150M
Slide 18: Discuss the project further…
Discuss the project further… For personal use only Mr Ian Trahar Executive Chairman Dr Chris Mitchell Executive Director Dallas Donovan Chief Operating Officer Mr Harley Whitcombe Executive Director and CFO
Slide 19: Contact Us
For personal use only Contact Us Seafarms Group Limited Level 11, 225 St Georges Terrace Perth WA 6000 PO Box 7312 Cloisters Square WA 6850 T. +61 8 9321 4111 F. +61 8 9321 4411 E. info@seafarms.com.au
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