Spectur Ltd. · ASX:SP3
Spectur — Investor Presentation (July 2020)
20 slides from Spectur's investor presentation, Jul 9, 2020
Slide 1: Solving Outdoor Challenges with Autonomous Sensing, Thinking and Action
SOLVING OUTDOOR CHALLENGES WITH AUTONOMOUS SENSING, THINKING AND ACTION EQUITY CAPITAL RAISING PRESENTATION JULY 2020 NOT FOR RELEASE OR WIRE SERVICE OR DISTRIBUTION IN THE UNITED STATES OF AMERICA SPECTUR LIMITED (ASX: SP3)
Slide 2: The leader in solutions and platforms using solar power, visual AI and IoT
The leader in solutions and platforms using solar power, visual AI and IoT
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer IMPORTANT NOTICE NOT AN OFFER This equity investor presentation (Presentation) is dated 9 July 2020 and has been prepared This Presentation is not a prospectus, disclosure document, product disclosure statement or by Spectur Limited (ACN 140 151 579) (SP3) and include
Slide 4: Important Notice and Disclaimer
Important Notice and Disclaimer NOT INVESTMENT ADVICE DISCLAIMER This Presentation has been prepared without taking account of any person’s investment No party other than SP3 has authorised or caused the issue, lodgement, submission, dispatch objectives, financial situation or particular needs and p
Slide 5: Agenda
Agenda 1. Executive Summary 2. Introduction to Spectur 3. Strategy progress 4. Operational update 5. Offer details 6. Key Risks SPECTUR LIMITED (ASX: SP3) 5
Slide 6: Executive Summary
Executive Summary Spectur seeks $1.1m to accelerate growth opportunities FY2020 performance Growth Capital Item Investment Required • Full year revenue estimate to be circa $4.8m (unaudited) • 30 June 2020 cash balance $1.62m (positive cash of $87k for Q4) Sensing growth $180,000 Expand AI applicati
Slide 7: Growth accelerators - Use of funds
Growth accelerators - Use of funds Sensing growth ($180k) Channel expansion ($150k) • Speed the rate of deployment of the remote sensing LoRaWAN • Investigation and trialing of products and module. Currently delayed until Q2 solutions with additional partners • Acceleration of the “on-sensor” techno
Slide 8: Spectur Limited
Spectur Limited Focus on two major sectors • Government, utilities & institutional • Building & construction Solutions for high value problems • Deterrence of crime • Safety through monitoring and AI • Surveillance to improve productivity • Environmental sensing without people • Warnings to protect
Slide 9: Capital Structure
Capital Structure Key Metrics as at 30 June 2020 Share Register Top 20 shareholders 42.5% Share Trading Information ASX code SP3 % of register owned by Board & Key Management 3.65% Listed on ASX 01/08/2017 Top Shareholders (as at 30 June 2020) – Current share price $0.07 A Growing Institutional Inve
Slide 10: Pro – Forma Capital Structure
Pro – Forma Capital Structure Pro Forma Shares Capital Structure – Pro Forma Shares No. $* $/Share SP3 Fully Paid ordinary Shares Pre-Placement 75,633,065 Placement Shares 11,344,960 567,248 $0.05 Pro Forma Shares Post Placement 86,978,025 Offer of Shares Under Share Purchase Plan (SPP) 11,344,960 5
Slide 11: Operational Update
Operational Update FOUR MATERIAL REVENUE STREAMS 2500 Update • Solid ongoing growth in 2000 Recurring (SaaS) and Rental Revenue ($,000’s) revenues • Greater than 50% of current 1500 revenues from ongoing sources • 30 June 2020 cash balance 1000 $1.62m – (circa $90k net cash increase, with COVID-19 s
Slide 12: Achievements FY20: Positioning Spectur for Growth
Achievements FY20: Positioning Spectur for Growth Technology Enhanced Institutionally Improved Ready to Scale Sales and Marketing Strengthened Operations Shareholder Register Creates an entirely new product Transition from inbound to Core systems, processes and Enhanced quality, depth and category,
Slide 13: STA6 Technology Platform Ready for July Delivery
STA6 Technology Platform Ready for July Delivery Superb vision in ultralow light and at long range Audible/visible alarms and messaging Up to 360o vision with no blind spots with your choice of audible message Expandable hub for IoT sensors Microphone for local sound capture Advanced and open, edge
Slide 14: FY21 Growth Strategy: Ready to Accelerate
FY21 Growth Strategy: Ready to Accelerate Dramatically improved security application performance • Increased sales based on improved performance STA6 • New guard service offering (commenced in Q4 FY20) STA6 is a future-proof, multi-function open platform New Applications: • Can be used for inhouse a
Slide 15: Offer Details
Offer Details • Placement raised approximately $0.57m from the issue of 11.3 million new Spectur Shares to be issued under OFFER STRUCTURE & SIZE Spectur’s existing placement capacity under ASX listing Rule 7.1 (Placement). • Offer price of 5c per New Share represents a: OFFER PRICING - 29% discount
Slide 16: Equity Raising Timetable
Equity Raising Timetable EVENT DATE Trading halt Friday 3 July 2020 Record date for the SPP Wednesday 8 July 2020 Transaction announced and SP3 resumes trading on the ASX Thursday 9 July 2020 Settlement of Placement Shares Monday 13 July 2020 Allotment and normal trading of Placement Shares Wednesda
Slide 17: Key Risks - General
Key Risks - General Events related to the Coronavirus pandemic (COVID-19) have resulted in significant market volatility. There is continued uncertainty as to ongoing and future response of governments and authorities globally as well as a likelihood of an Australian economic recession of unknown du
Slide 18: Key Risks - General
Key Risks - General Spectur’s products involve the storage and transmission of customers’ confidential and proprietary information. Spectur’s business could be materially Security breach and data impacted by security breaches of customers’ data and information, either by unauthorised access, theft,
Slide 19: Investment Highlights
Investment Highlights Financial performance Game changing Enhanced sales Synergistic M&A Capital for growth • $1.62m cash at bank as technology and marketing Options • Operations almost at 30 June 2020 • Best in class • Australian and • Channel partners cash neutral • Positive cash generation perfor
Slide 20: Contact Details
Contact Details Spectur Limited (ASX: SP3) www.spectur.com.au Sense Think Act Enquiries Gerard Dyson Managing Director investors@spectur.com.au