Rbr Group Ltd · ASX:RBR
Rbr — Investor Presentation (October 2024)
17 slides from Rbr's investor presentation, Oct 1, 2024
Slide 1: Well-positioned to Leverage Mozambique's $100b LNG Construction Industry
Well-positioned to Leverage Mozambique’s $100b LNG Construction Industry o LNG CONSTRUCTION RE-START IMMINENT o 50,000 WORKERS AND EXTENSIVE TRAINING REQUIRED o RBR IN ACTIVE BIDDING PROCESSES
Slide 2: Disclaimer
Disclaimer This presentation does not constitute investment advice. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation does not take into a
Slide 3: Who We Are
Who We Are A mine and industrial camp RBR HAS TWO DISTINCT BUSINESS DIVISIONS accommodation and labour services specialist with a leveraged entry into Mozambique’s world scale LNG project and a gateway to the wider 1. MINE AND INDUSTRIAL CAMP ACCOMMODATION 2. LABOUR SERVICES resources industry We ar
Slide 4: Our Brands - Current Operational Structure
Our Brands- Current Operational Structure 100% OWNED 50%* OWNED (GROWING TO 75%) LABOUR SERVICES MINE AND INDUSTRIAL CAMP ACCOMMODATION AQUISITIONS Skills Training and Deployment, Payroll + Construction of Camps for the Administrative Services The Company is actively assessing M+A Oil & Gas and Mini
Slide 5: Proposed Re-Structure
Proposed Re-Structure African Alliance Partners Group Entities Geographical Service Offerings Australasia – Training and camp * 49% accommodation services acquisitions under consideration - Canvass & Tent – Leading continental African 51% manufacturer of lifestyle, commercial and Sub-Saharan Africa
Slide 6: Where Have We Been
Where Have We Been o RBR secured two initial significant contracts for labour training services and separately the construction and supply of camp accommodation facilities for a 668 bed camp to the Mozambique LNG project in January 2021 o The contracts were worth a combined AUD$24 million over 18 mo
Slide 7: Vision
CONSTRUCTION OF CAMP FACILITIES ENHANCED HR CATERING, SERVICES INCLUDING ENTERTAINMENT LOGISTICS AND AND HOSPITALITY TRANSPORTATION Vision: o A leading provider of mine and industrial camp accommodation and labour services to the East African LNG HUMAN PROVISION OF and resources construction boom RE
Slide 8: World Scale $100B Opportunity
Tapping into a World Scale = $100B Opportunity Poised to become gas powerhouse Potential to become top 10 global producer $100bn revenue generation over its life cycle RBR is the only ASX-listed company The industry will need up to with direct commercial exposure to the 50,000 construction workers a
Slide 9: Construction Re-start Imminent
Construction Re-start Imminent CATALYSTS Mozambique LNG restart eyed for mid- o ExxonMobil recently started 2024 as contractor c and finance talks crucial bid process for Rovuma near conclusion LNG which includes building a new construction camp in Cabo Delgado o Mozambique has a $900 million IMF se
Slide 10: Scale of Labour and Accommodation Requirements
Scale of Labour and Accommodation Onshore projects expected to employ 50,000 workers at peak construction Requirements Local content expectation: 1:2 – 1:5 (expat to local ratio subject to skill/discipline and role) LABOUR SOURCING PRIORITIES INDICATIVE CONSTRUCTION TIMELINE AND LABOUR DEMAND PROFIL
Slide 11: Opportunities Beyond Mozambique
Opportunities Beyond Mozambique ESTABLISHMENT TANZANIA AND VERTICAL OF AUSTRALIAN WIDER AFRICAN INTEGRATION OPERATIONS EXPANSION Actively evaluating strategic Leveraging established networks Expanding service offerings by not acquisition opportunities to accelerate and expertise in Mozambique to onl
Slide 12: RBR's Formula for Success
RBR’s Formula for Success STRONG AFRICAN NETWORK EXPERIENCED LEADERSHIP LICENCE TO OPERATE PROVEN TRACK RECORD AND CONNECTIONS o PD successfully o Established connections in o Management has more than o RBR and alliance partners implemented offering in Mozambique and across 60 years experience hold
Slide 13: Corporate Board and Leadership
Corporate Board and Leadership BOARD & EXECUTIVE TIER 1 MANAGEMENT IAN MACPHERSON, Executive Chairman, B.Comm, CA GREG RAAFF, General Manager – Operations, • Chartered accountant with >30 years’ experience in finance, BSc Civil Engineering specialising in the mining industry • More than 30 years’ ex
Slide 14: Corporate Overview
Corporate Overview Financial Summary Key Shareholders Share price 19-Sep-2024) $0.002 Board 14.77% Number of shares 1,634.4M Market Capitalisation $3.27M Top 20 Ownership 46.92% Cash (30-Jun-24) $0.243M Debt (30-Jun-24) * $1.925M Enterprise value $5.0M Convertible Notes * 1.925M AUD$3M company with
Slide 15: Futuro Skills
Futuro Skills 100% OWNED SUBSIDIARY FUTURO GROUP PROVIDE SERVICES IN: GROWTH OPPORTUNITIES: • Labour Broking – Holder of a Mozambique Labour Licence • Expansion of remote Virtual Reality Training through partnership with Tennant and their exclusive distributor • Training and skills assessment rights
Slide 16: Projectos Dinamicos LDA
Projectos Dinamicos LDA 50% OWNED > TO 75% PROJECTOS DINAMICOS PROVEN GROWTH DELIVERS PRODUCT & TRACK RECORD: OPPORTUNITIES: SERVICES IN: o Complementary businesses being o Two primary contracts evaluated for strategic acquisition o Camp Construction completed in Temane in 2024 o Camp leasing model
Slide 17: Contact
Contact PO BOX 7059 CLOISTERS SQUARE PO PERTH I WA I 6850 +61 8 9299 9690 INFO@RBRGROUP.COM.AU WWW.RBRGROUP.COM.AU