Thruvision Group PLC · LSE:THRU
Thruvision — Investor Day (February 2019)
11 slides from Thruvision's investor day presentation, Feb 12, 2019
Slide 1: Thruvision Group plc Capital Markets Day
Thruvision Group plc Capital Markets Day Based on Interim results to 30 September 2018 12 February 2019
Slide 2: Highlights
Highlights Good progress, with record sales, new “flagship” customers acquired and further orders received from existing customers. Approval by US Transportation Security Administration (”TSA”) provides significant validation of technology ▼ Revenues for the six months ended 30 September 2018 of £3.
Slide 3: Key Metrics
Key Metrics 6 months ended, 6 months ended, 12 months ended, 30 September 2018 30 September 2017 31 March 2018 Total Revenue £3.2m £0.3m £3.1m Average Revenue Per Unit £52k £58k £51k Gross Profit £1.2m £0.0m £1.1m Gross Margin 39% (7%) 34% Overheads (£2.1m) (£1.7m) (£3.7m) Operating loss (£0.8m) (£1
Slide 4: Introducing Thruvision
Introducing Thruvision … Passive Terahertz Technology for people security screening ▼ Completely safe and respectful – Specialist camera technology using Thermal Contrast Recognition algorithms – Reveals no anatomical details ▼ High throughput, “stand-off” detection – Shows location, size, shape of
Slide 5: Offering a new solution to existing problems
Offering a new solution to existing problems … Thruvision’s unique capabilities provide a faster and safer way to detect contraband and weapons concealed in people’s clothing Detecting smuggling or theft Protecting against terrorist attack ▼ Seeing a wide range items not picked up ▼ Seeing weapons a
Slide 6: Loss Prevention
Loss Prevention Reducing staff theft at retail and logistics distribution centres Market characteristics ▼ Many customers, each with many sites ▼ Clear return on investment, giving relatively short Sony DADC selects Thruvision to reduce risk to the 3,000,000 sales cycle discs shipped daily through ▼
Slide 7: Customs
Customs Screening travelers for prohibited items at all types of international border Market characteristics ▼ National government agency customers, principally looking for cash, drugs and other contraband ▼ Politically important for many customs agencies, but long sales cycles Further units deploye
Slide 8: Transportation
Transportation Deterring terrorist attacks to the mass transit and airport infrastructure Market characteristics ▼ Covers railway, subway, ports, and airports TSA and LA Metro select ▼ General counter-terrorism use requiring Thruvision to provide advanced passenger development of new concepts of ope
Slide 9: Entrance screening
Entrance screening Balancing visitor throughput with security assurance at both public and private sites Market characteristics ▼ Large number of potential uses across all types of facilities ranging from high security buildings to public venues Farnborough selects Thruvision to ▼ Wide range of secu
Slide 10: Routes to market
Routes to market … Ongoing refinement of our go-to-market strategy ▼ US Government – Good progress made in terms of strengthening and deepening our relationships, especially with TSA and Customs and Border Protection (“CBP”) ▼ China – Working with local technology partners and have also successfully
Slide 11: Summary
Summary … ▼ Business is trading in line with expectations ▼ Our confidence in the size of this new international, people-screening security technology market has continued to increase ▼ TSA’s approval of Thruvision positions us very well to take a leading role in this emerging market ▼ Internal work