Xrf Scientific Limited · ASX:XRF
Xrf Scientific — Investor Presentation (April 2011)
12 slides from Xrf Scientific's investor presentation, Apr 18, 2011
Slide 1: Investor Presentation April 2011
For personal use only Investor Presentation p 2011 April ASX: XRF
Slide 2: Disclaimer
Disclaimer For personal use only No responsibility for contents of Investor Presentation •To the maximum extent permitted by law, XRF Scientific Limited and representatives: •make k no representation, i warranty or undertaking, d ki express or implied, i li d as to the h adequacy, d accuracy, comple
Slide 3: Overview
Overview For personal use only ASX Code: XRF Major Shareholders Shares on issue 103m Directors & Management 27% Share price 19.5c Sigma Chemicals (1986) Pty Ltd 6.43% Market capitalisation A$20.2m (Undiluted) National Nominees Limited 5.9% Options on issue 3,333,333 20c Unlisted , 30/12/2012 Expiry
Slide 4: Product Groups
Product Groups For personal use only Fluxes and chemicals Platinum Labware Furnaces and general laboratory equipment In our niche area of operation, our products are well known
Slide 5: Sales
Sales For personal use only Our Clients Sales ‐ Divisions • Alcoa Al • BHP Billiton Chemicals • Bureau Veritas 29% 31% (Consumables) • Campbell Brothers • ERA Platinum Labware • Illuka (Capital equipment • Intertek (Inc. FMG Cloudbreak) 40% and repeat service) • Newcrest Mining Equipment (Capital •
Slide 6: Example of our Products in Use – XRF Analysis
Example of our Products in Use – XRF Analysis For personal use only Drill core is sent from the field to the laboratory The drill core is then processed into a fine dust The glass disk is presented into an x‐ray spectrometer for analysis The mineral dust is then fused into a glass disc using XRF Sci
Slide 7: Financial Results
Financial Results For personal use only Sales Revenue ($’000) Net Profit Before Tax ($’000) 20000 3000 2500 15000 2000 10000 1500 1000 5000 500 0 0 2007 2008 2009 2010 2011E 2007 2008 2009 2010 2011E Actuals Projected Actuals Projected Dec 2010 Half‐year 30 June 2011 Dividend Policy Actuals Projecte
Slide 8: Growth Strategy
Growth Strategy For personal use only Mergers & O Organic i GGrowth h Acquisitions License of IP – LIBS Sales into new geographical Photon Agreement areas, particularly South Pursuit of complementary America and Africa mergers & acquisitions in the laboratory supply and New products Increasing stren
Slide 9: Acquisition of Sigma Flux & Precious Metals
Acquisition of Sigma Flux & Precious Metals For personal use only XRF Scientific acquired the Sigma Flux and Sigma Precious Metals businesses on 30 July 2010 for $7m total consideration consideration, which was made up of: o $5m cash on settlement o $1m deferred cash payment (completed in December 2
Slide 10: Share Price Performance – Year
Share Price Performance – 1 Year For personal use only December Half‐year results released Announced Sigma 2011 Profit Guidance Acquisition
Slide 11: Investment Case
Investment Case For personal use only Microequities Coverage Miner’s best friend $0.26 Valuation John Beveridge From: Herald Sun November 24, 2010 EVERYBODY knows it was the people selling shovels to the miners that made the real money. So why is it that tiny explorers with no cash flow get all the
Slide 12: Contact Information
Contact Information For personal use only Tel: (08) 9244 9600 88 Guthrie St. Osborne Park WA Terry Sweet – MD terry sweet@xrfscientific com terry.sweet@xrfscientific.com Vance Stazzonelli – CFO vance.stazzonelli@xrfscientific.com