Cvc Limited · ASX:CVC
Cvc — Shareholder Meeting (November 2006)
12 slides from Cvc's shareholder meeting presentation, Nov 27, 2006
Slide 1: Annual General Meeting Monday 27 November 2006
Slide 2: Agenda
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Slide 3: Company Snapshot
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Slide 4: Financial Highlights
i LN Financial Highlights Share Pri Year to June 201 2004 2005 2006 are Price NPAT $5.04m $10.lm $24.6m $23.3m 4 2.40 $ Share price 72c $1.05 $1.50 $1.69 sennnncnnnrionnnsane 2 $2.00 EPS 460 940 284c 18,7c & 3 $1.60 DPS 2.0c 3.0c 5.0c 6.0c & $1.20 PIE 15.7x 14.9x 5.7x 9.0x 2 Yield 2.89% 2.9% 3.3% 3.
Slide 5: 2006 Financial Highlights
eee ee a ee Il 2006 Financial Highlights Profit before tax $30.3 M Stargames profit - $16.4 M a Annual dividend — 6 cents fully franked (3 cents interim and final) Share Buy-back — 11.5 M shares at cost of $15.5 M (ave cost $1.35) Increase in value of listed investments $10.2 M Acquisition of CVC Pr
Slide 6: Financial Highlights since June 30, 2006
eee ee a ee Il Financial Highlights since June 30, 2006 $44.7 M pre-tax increase in value of listed shares — post tax $31.4 M ( 25.8 cents per share) as at November 24, 2006 ley Successful [PO of Probiotec at 15% premium to |PO price crystalising profit of approx $2.5 M Acquisition of two further pr
Slide 7: Post June 30, 2006 Increase In Value Of Listed Investments
Post June 30, 2006 Increase Im Value Of Listed Investments “N Greens (GFD) 15.9m $0.62 $0.78 $2.5M 2.2C $1.8M 15c Celinet (CLT) 10.5 m $1.14 $1.49 $3.5M 3.0¢ $2.5M 2.1¢ Trinity (TCQ) 4.7m $1.31 $1.75 $2.1M 18c¢ $1.5M 13c Tri Origin (TRO) | 3.8m $0.24 $1.02 $3.0 M 2.6¢ $2.1M 1.8¢c 900z Suyeay lesue9
Slide 8: Building on the Base
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Slide 9: Fern Bay Seaside Village
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Slide 10: CVC Private Equity
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Slide 11: —ioioioroioniio TTT
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Slide 12: Summary
eee ee a ee Il Summary >» Establishing platform of recurring earnings i BS » Opportunities for further one off capital gains » Established, well respected listed company with strong deal flow » Strong Balance Sheet - Ability to fund a large deal 900z Suneay jesueg jenuuy paw OAD | » History of turni