Rectifier Technologies Ltd · ASX:RFT

Rectifier Technologies — Shareholder Meeting (November 2013)

18 slides from Rectifier Technologies's shareholder meeting presentation, Nov 22, 2013

1. Slide 1: Rectifier Technologies AGM

   For personal use only Rectifier Technologies AGM 22 November 2013

2. Slide 2: Directors' Report

   For personal use only Rectifier Technologies AGM Presentation Directors’ REPORT 22 November 2013

3. Slide 3: Disclaimer

   Disclaimer For personal use only •This document is not a Prospectus nor an Offer to Subscribe for Shares •RT Ltd and its subsidiaries (“RT”) makes no representa?ons or warranty (expressed or implied) as to the accuracy, reliability or completeness of this document. RT and its respec?ve directors, emp

4. Slide 4: Review of FYE 2012-2013

   Review of FYE 2012-2013: For personal use only • Full year loss of $760K on revenue of $6.86M. • Significant decrease of sales due to very strong AUD and lower North America sales. • C&D sales reduced from $2.56M in 2012 to $1.55M in 2013, dropped 39.45%. • Sales in other markets didn’t change signi

5. Slide 5: How Are We Doing Now?

   How Are We Doing Now? For personal use only Comparison: 2012 and 2013, First 4 Months of the Financial Year Comparison: July -­‐ October July Aug Sept Oct YTD Movmt % Total sales July-Oct 2012: 525,053 530,704 600,511 502,090 2,158,358 4,122 0.19% Increased Total sales July-Oct 2013: 531,792 489,011

6. Slide 6: Sales in 2012-2013 and 2013-2014 Forecast

   For personal use only Sales in 2012-­‐2013 And 2013-­‐2014 Forecast

7. Slide 7: North American Market: C&D Sales in 2012 and 2013

   North American Market: C&D Sales in 2012 and 2013 For personal use only C&D Sales Trend for 2011-12 and 2012-13! " " Year! July! Aug! Sept! Oct! Nov! Dec! Jan! Feb! March! April! May! June! Year Total! 2011-12 sales ! 225363! 220,468!276,645!194,177!303,468!257,374!165,616!178,185!212,596!184,925!19

8. Slide 8: New Market: Sales in South America

   For personal use only New Market: Sales in South America Total Sales 2011/2012: USD $489,938 Total Sales 2012/2013: USD $490,720 Budget Sales in 2013/2014: USD $1.2 M 250000 200000 150000 100000 50000 0

9. Slide 9: Exchange Rates: AUD to USD

   Exchange Rates: AUD to USD For personal use only Year Average Rates Average Rates 2003 0.654801 1.2 2004 0.736399 1 2005 0.762474 2006 0.753457 0.8 AUD:USD 2007 0.838635 0.6 2008 0.853159 Average Rates 2009 0.792116 0.4 2010 0.919691 0.2 2011 1.033853 0 2012 1.035937 2003 2004 2005 2006 2007 2008 20

10. Slide 10: Business Restructure

    For personal use only Business Restructure

11. Slide 11: The Purpose to Restructure Business in Australia

    For personal use only The Purpose to Restructure Business in Australia üReduce operaLon costs in Australia. üTransfer most of manufacturing work to Malaysia. üFocus on high & new technologies: build a strong R&D. üIncrease RTP’s direct sales and develop new markets. üBuild a more efficient manufa

12. Slide 12: How Much Did the Restructure Cost Us?

    For personal use only How Much Did the Restructure Cost Us? Redundency TerminaLon payment $ 424,657.00 Payment of WaiLng for TerminaLon $ 535,332.00 Sub Total $ 959,989.00 Office realloca/on Surrendering of Lease fee $ 150,693.85 Write off of Leasehold improvement $ 47,530.92 Bond forfeited for damages

13. Slide 13: No External Cash Funding in 2012-13

    No External Cash Funding in 2012-13 For personal use only RT Group’s External Funding between 2005-­‐06 and 2011-­‐12 Financial Year, Average 800K/Year 2,500 2,040 AUD $ ,000 2,000 1,500 1,336 1,000 700 650 500 150 0 0 0 2006 2007 2008 2009 2010 2011 2012 Total Cash from External Funding vExternal

14. Slide 14: How Much Can We Save after the Restructure?

    For personal use only How Much Can We Save after the Restructure? Cost Savings from Restructure in Australian OperaLon (Annual) Before Restructure Aeer Restructure Cost saving Cost Saving % HR Expense $ 2,693,324 $ 1,417,654 $ 1,275,670 47% Rent Expense $ 464,120 $ 67,701 $ 396,418 85% Other Opera/o

15. Slide 15: Business Structure: Before and After

    Business Structure: Before and After For personal use only Before Business Restructure After Business Restruture Sales & Sales support Sales & Sales support Management (Finance /Admin/ Management (Finance /Admin/ 15.06% HR) HR) 18.48% 28.80% 16.55% 18.74% Production/Puchasing/ Production/Puchasing/

16. Slide 16: Impact on RTM by Melbourne Restructure

    For personal use only Impact on RTM by Melbourne Restructure Before Restructuring Aeer Restructuring PRODUCTION (RECTIFIER) PRODUCTION (RECTIFIER) RT8 RT9 RT10 RT11 RT12 MCSU 2 3 & 4 RT8 RT9 RT10 RT11 RT12 MCSU 2 & 3 RT4 RT7 Customer Service & Planner RT18 Magnetron HR & AdministraLon Future New Pro

17. Slide 17: Rectifier Technologies

    Ge Rectifier Technologies

18. Slide 18: Questions & Comments? Thanks!

    For personal use only QUESTIONS & COMMENTS? THANKS! 985-­‐1040-­‐02

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