Lark Distilling Co. Ltd. · ASX:LRK
Lark Distilling — Shareholder Meeting (November 2020)
11 slides from Lark Distilling's shareholder meeting presentation, Nov 26, 2020
Slide 1: Lark Annual General Meeting
For personal use only LARK Annual General Meeting 26 November 2020 Lark Distilling Co. Limited
Slide 2: Recap on Strategy Roadmap and Progress to Date
RECAP ON STRATEGY ROADMAP AND PROGRESS TO DATE For personal use only 1. Understand The Whisky Landscape - Domestic and Abroad ✔ Completed in F20 2. Clean Up The Mess / Reset The Foundations ✔ Completed in F20 3. Define and Articulate a Proven Strategy That Maximises Shareholder Value ✔ Completed in
Slide 3: Key Insights for Shareholders
KEY INSIGHTS FOR SHAREHOLDERS For personal use only 1. The Lark Brand Momentum is Accelerating 2. Reboot Of Forty Spotted Gin is On Track 3. Continued Increase in Whisky Under Maturation 4. Culture : Organisation Values and Behaviours Net Sales ($m) Forecast to Double in F21 $14.0 $12.0 $10.0 $8.0 $
Slide 4: Lark Brand Momentum
LARK BRAND MOMENTUM For personal use only Revenue Forecast to Grow by Over 100% in F21 (Subject Only to Speed of Victorian Recovery) E-Commerce Sales Are Tracking at a 5 Fold Increase YOY Lark Limited Online Releases Are Working Lark Symphony No1 Gaining Traction Albeit We Still Don’t Have E
Slide 5: Lark Brand Momentum … More to Come
LARK BRAND MOMENTUM …… MORE TO COME …… For personal use only Continuous Cycle of Upgrading of All Brand Touchpoints And Pushing the Conventional Definition of “Lark” Limited Release Programme To Be Accelerated in Terms of Number of Releases and Units Per Release in F22 New Shopify E-Commerce P
Slide 6: Forty Spotted Gin Summer'20 Reboot
FORTY SPOTTED GIN SUMMER’20 REBOOT For personal use only 6
Slide 7: Forty Spotted Gin Summer'20 Reboot
FORTY SPOTTED GIN SUMMER’20 REBOOT For personal use only Strong Summer 20/21 Social Media / Influencer Led Campaign Opening of the Hobart Based Gin Bar by Beginning of C21 Introduction of a Limited Release Programme in F22 New Shopify E-Commerce Platform in Place by Beginning of F223 NEW PAC
Slide 8: Significant Maturation Asset Yet to Be Monetised
SIGNIFICANT MATURATION ASSET YET TO BE MONETISED For personal use only We Are Presently Making 5,600 per Week @ 63.4%, (Up From 4,100 in F20) Since 1 July 2020 Increase on Litres Under Maturation 11% to 788,472 Litres AX8 Outsourced Production and Column Still Production Still Ramping Up Obj
Slide 9: Lark: Organisation Culture, Values and Behaviours
LARK : ORGANISATION CULTURE, VALUES AND BEHAVIOURS For personal use only Organisation Culture, Values and Behaviours Is A Key Driver of Your Company While Custodians We Must Also Be Active Leaders and Role Model Corporate Citizens We Must Contribute To The Environment That So Richly Serves Us
Slide 10: Thank You (and Any Questions)
THANK YOU (AND ANY QUESTIONS) For personal use only 10
Slide 11: Disclaimer
DISCLAIMER For personal use only The information contained in this presentation has been prepared by Lark Distilling Co. Limited (“LARK”). This presentation is not an offer, invitation, solicitation or other recommendation with respect to the subscription for, purchase or sale of any securities in L
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