Beam Communications Holdings Limited · ASX:BCC
Beam Communications — Shareholder Meeting (November 2020)
15 slides from Beam Communications's shareholder meeting presentation, Nov 30, 2020
Slide 1: Managing Director's Presentation to the Annual General Meeting 2020
30 November 2020 The Manager Market Announcements Platform Australian Securities Exchange Managing Director’s Presentation to the Annual General Meeting 2020 Beam Communications Holdings Limited is pleased to release a copy of the presentation to be made to its shareholders at the Annual General Mee
Slide 2: Beam Communications Holdings Ltd Annual General Meeting
WWW.BEAMCOMMUNICATIONS.COM Le a d in g t h e Wo rld in In n o va t ive Sa t e llit e Co m m u n ic a t io n s BEAM COMMUNICATIONS HOLDINGS LTD (ASX:BCC) An n u a l Ge n e ra l Me e t in g 30 t h No ve m b e r 20 20
Slide 3: Disclaimer
DISCLAIMER This document has been prepared by Beam Communications Holdings Limited and comprises written material/slides for a presentation concerning Beam Communications Holdings Limited and its subsidiaries. The presentation is for information purposes only and does not constitute or form part of
Slide 4: Year in Review
Resilient Growth Sustaining underlying earnings growth and remaining cash flow positive despite challenging year due to COVID-19. Year in Review Ramp-up of ZOLEO Building global momentum for ZOLEO as Beam Michael Capocchi prepares for its next significant growth phase. Chief Executive Officer Moment
Slide 5: Financial Performance in Challenging Year
FINANCIAL PERFORMANCE IN CHALLENGING YEAR Cash position as $14.9M FY20 Revenue $3.6M at 30 Sept 2020 Cash receipts Record FY20 $4.2M increased 68% $3M EBITDA , up 43% pcp in 1QFY20 from FY19 Beam's YoY EBITDA Growth FY20 NPAT (FY19 Raised via $3,000,000 $341K $339K) $5.3M placement in Oct 2020 $2,00
Slide 6: Year of Achievements
YEAR OF ACHIEVEMENTS Catch Group and ZOLEO Kogan wins signed up Secured ABA100 as retail 50,000th Award for ZOLEO partners unit order New wins for ZOLEO Received for Iridium Product ACOMM GO! Innovation largest 2020 Delivered ZOLEO ZOLEO Innovation record order to wins 2020 Award Beam Telstra Beam’s
Slide 7: Iridium GO! – Ongoing Success
IRIDIUM GO! – ONGOING SUCCESS • 50,000 Units Ordered Orders now received from Iridium for 50,000 units. Growth of product continues with increase in outdoor / adventure activity. • APP UPDATE Complete App refresh to support emoji’s, intro videos & streamlined messaging. • New Markets Sales expanding
Slide 8: ZOLEO Garners Prestigious MSUA Innovation Award
ZOLEO Garners Prestigious MSUA Innovation Award r TOP MOBILITY 1] USER EXPERIENCE INNOVATION SS ° THE 8 Satellite Cellular. Wi-Fi F BUSINESS < ” AWARDS a WINNER 2020
Slide 9: Worldwide Retail Partnerships for ZOLEO
WORLDWIDE RETAIL PARTNERSHIPS FOR ZOLEO Beam is expecting to sign up more high-profile retail partners in the near-term World’s largest adventure gear retailers 8
Slide 10: Significant Opportunity for ZOLEO
SIGNIFICANT Beam has received orders for 22,000 ZOLEO OPPORTUNITY FOR ZOLEO units in first nine months of launch and expects Active satellite phone to receive additional orders imminently to meet ~200K users in Australia alone increasing demand. >4M Handheld / Mobile satellite users globally Launche
Slide 11: Sustained Growth at SatPhone Shop
SUSTAINED GROWTH AT SATPHONE SHOP Wholly-owned subsidiary of Beam and is Telstra’s largest satellite dealer in Australia SatPhone Shop (SPS) revenue increased by 16% Sells Iridium Equipment, in FY2020 despite the impact from COVID-19 Beam manufactured terminals and other outdoor products Momentum co
Slide 12: Next Generation of Iridium Devices
NEXT GENERATION OF IRIDIUM DEVICES Beam expects to launch first Certus® device in FY2022 11
Slide 13: Opportunities for Growth
OPPORTUNITIES FOR GROWTH • Maximise immediate market opportunities in Australia • Support the appointment of new national retailers in Australia • Expand ZOLEO into new markets in Asia and Europe • Focus on direct opportunities in disaster relief and emergency management • Develop new Iridium Certus
Slide 14: Well Positioned for the Future
WELL POSITIONED FOR THE FUTURE Global Player Recurring Revenue Only ASX-listed developer of Subscriptions from ZOLEO to mobile satellite equipment supplement equipment sales Stable & Resilient Strategic Partnerships Positive underlying FY20 Aligned with three of the four NPAT despite COVID-19 larges
Slide 15: Q&A
Q&A 14
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