Tz Limited · ASX:TZL
Tz — Shareholder Meeting (November 2007)
19 slides from Tz's shareholder meeting presentation, Nov 29, 2007
Slide 1: Presentation – Annual General Meeting
29 November 2007 Lodged by ASX Online – 19 pages For personal use only The Manager Company Announcement Office Australian Stock Exchange Ltd. Level 4, 20 Bridge Street Sydney, NSW 2000 PRESENTATION – ANNUAL GENERAL MEETING Please find attached a copy of a presentation to be made this morning by TZ G
Slide 2: 2007 Annual General Meeting – Operations Overview
For personal use only leaders in on-board technology 2007 Annual General Meeting 2007 AGM Operations Overview
Slide 3: Thomas A. Edison quote
For personal use only Many of life's failures are people who did not realize how close they were to success when they gave up. Thomas A. Edison 1
Slide 4: 2007 at a Glance
TZ Limited 2007 AGM 2007 at a Glance For personal use only • Intelligent Fastening license repurchase and Intevia Business Unit (IBU) acquisition • Increased investment in new business model to derive full value of Intevia sales • Significant Early Adopter Customer traction in all targeted sectors •
Slide 5: Intevia License and Business Unit
TZ Limited 2007 AGM Intevia® License and Business Unit For personal use only • Global exclusive license for Intelligent Fastening Technology repurchased in January, 2007 from Acument Global Technologies for approx 10% equity in TZL • TZL is now deriving full value of Intevia sales • Intevia Business
Slide 6: The Intevia Vision
TZ Limited 2007 AGM The Intevia® Vision For personal use only A world proliferated with Internet-enabled remotely controlled intelligent fasteners, locks, latches and actuators able to sense their environment, control other circuits and communicate and be managed through the Internet all based on TZ
Slide 7: The Intevia Vision (Video)
TZ Limited 2007 AGM The Intevia® Vision For personal use only Video 5
Slide 8: Intevia Commercialization Process
TZ Limited 2007 AGM Intevia Commercialization Process For personal use only Stage where customer becomes Early Adopter P.O. Received Application Application Applications for production Identification Commitment Scale Volume levels TZ Sales team Customer commits to Customer approves Product volumes i
Slide 9: Intevia Commercialization Process
TZ Limited 2007 AGM Intevia Commercialization Process For personal use only • Since March 2007: • TZ has dramatically increased its customer contact over 2006 levels and is now maintaining approx 450 customer dialogs per quarter • Over 90 unique applications with customers have been established • Tw
Slide 10: The Intevia Vision
TZ Limited 2007 AGM The Intevia® Vision For personal use only Customers Master Control Databases Aerospace Ground transport / Automotive Industrial Internet & User Access Wireless Communication Defense Marine Master Control Databases TZ Application Service Provider 8
Slide 11: Aerospace
TZ Limited 2007 AGM Aerospace For personal use only EBay TTL Seat Lock Vertical Cabinets Seat Mounting Overhead Stowage Bins Crew Rest Compartment CIDS Large Airframe Manufacturer Application Application Application Application Cabinet latch on Boeing 737 Seat lock actuator Cabin reconfiguration and
Slide 12: Ground Transport / Automotive
Ground Transport / Automotive For personal use only GLOVEBOX SEAT AIRBAG Application Scope LATCH MOUNTING ATTACHMENT HOOD LATCH DOOR TRIM CENTER ENTERTAINMENT CONVERTIBLE ROOF RACKS ATTACHMENT CONSOLE STACK TOP LATCH DOOR LOCKS FUEL FILLER TRUNK LATCH Early Adopters Major Manufacturer Teir 1 OEM Maj
Slide 13: Industrial
TZ Limited 2007 AGM Industrial For personal use only Application Scope Early Adopters GARDEN MEDICINE FENCE LOCK UNDER SINK CABINET GUN CABINET KITCHEN BATHROOM Major hardware dist. co. Application Multiple intelligent latch applications Vision Enabler Description Seeds consumer-based homesafe marke
Slide 14: Marine
TZ Limited 2007 AGM Marine For personal use only Application Scope Wall and ceiling panels Keypad RFID I O Access panel sea latch Exterior sliding door locks Cabinetry latching I O UCM Furniture mounting I O I O I O Bluetooth GSM Equipment mounting Satellite I O Early Adopters Wired Marine Leading O
Slide 15: Updated Potential Market for Intevia
TZ Limited 2007 AGM Updated Potential Market for Intevia (USD 000’s) For personal use only IMPORTANT NOTE: This is not a forecast; it is provided to illustrate the potential economic benefit to TZ that may result from the recent acquisition of the Intevia® business unit and to provide a general over
Slide 16: 2008 priorities: Commercialisation resource growth
TZ Limited 2007 AGM 2008 priorities For personal use only 1. Commercialisation resource growth • Fully resource existing 90+ customer demand pipeline to sign on more Early Adopter Customers • Expand geographically including opening of Intevia offices in Europe and Asia • Convert Early Adopter Custom
Slide 17: 2008 priorities: Technology Plan
TZ Limited 2007 AGM 2008 priorities For personal use only 2. Technology Plan • Will continue to invest in securing strong SMA position including development of high-temp material for targeted commercial applications • Master database, communication hardware and software package will be developed to
Slide 18: 2008 priorities: Corporate Structure, M&A and NASDAQ
TZ Limited 2007 AGM 2008 priorities For personal use only 3. Corporate Structure, M&A and NASDAQ • Currently qualified to list on NASDAQ • With recent successes, acquiring a traditional fastener company is no longer an optimal valuation solution for NASDAQ • Recent commercialisation success will als
Slide 19: Advice per Credit Suisse: 2008 priorities
Advice per Credit Suisse 2008 priorities For personal use only Add CS timetable 17