Aquirian Limited · ASX:AQN
Aquirian — Merger or Acquisition (October 2023)
14 slides from Aquirian's merger presentation, Oct 19, 2023
Slide 1: Acquisition of Wubin Emulsion Plant
Acquisition of Wubin Emulsion Plant 19 October 2023 Accelerating Innovation & Growth
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Aquirian Limited(“Aquirian”). This document contains summary information about Aquirian, and its subsidiaries and activities, which is current at the date of this presentation. This presentation is general in nature and does not purport to be complet
Slide 3: Transaction Overview
Transaction Overview Transaction Strategic Rationale Financials Growth Outlook Acquisition of 110kt Fully debt-funded2 for Growing demand for Emulsion Exclusivity to distribute X-Load Ammonium Nitrate Emulsion 7 years at a commercial rate products as mines get in WA, with demand for low- plant from
Slide 4: Western Energetics
Western Energetics HANWHA Wubin Emulsion Built and ORICA have Emulsion exiting the Plant and X-Load commissioned in purchased supply in WA Australian bulk exclusivity acquired 2020 the freehold HANWHA’s East is Tightening explosives market from HANWHA facility is Coast assets Production-ready Accele
Slide 5: Board & Management
Board & Management Board Management Bruce McFadzean Non-Executive Chairman Bruce is a Mining Engineer with 40 years of experience in Global Resources. After a David Kelly career with BHP & RIO, Bruce became Managing Director of Catalpa Resources, Managing Director where he grew the market capitalisa
Slide 6: Vision & Values
Vision & Values Our Vision Our Values An innovative and sustainable Australian company, providing future-focused solutions and services to mining customers globally One Team Practical Problem Solving partnering with industry to understand and solve our by customers’ real-world problems with practica
Slide 7: Compelling Strategic Rationale
Compelling Strategic Rationale Kimberley • Near new plant with licence capacity to produce 110ktpa of 15,000 Tonnes emulsion The new copyand capability coming to grow to 160kt her1 • Enable full downstream product and supply offerings to existing and new customers Pilbara 800,000 Tonnes • Strategica
Slide 8: Existing Business Model
Existing Business Model Specialist Drill & Blast Drill & Blast Technology Workforce Resourcing Solutions Development & Sales Revenue People Nationally Registered Mining Revenue Maintenance, Heavy Contribution Services Training Organisation Equipment Rental & Services Contribution Focussed on Drill 3
Slide 9: Comprehensive Service Offering Across the Mining Value Chain
Comprehensive Service Offering Across the Mining Value Chain St d t an m e e ti o n s o p r a te Empowering e di an d p o r gi c Revenue c o vi g t c on s to tu n l industry to n g ra i oc s a r Western i n g ff er Contribution in meet its 2030 tie e p ng t o s m eri a t f o r tn e r c h a l l e u c
Slide 10: Strategically Positioning our Business for Long-Term Growth
Strategically Positioning our Business for Long-Term Growth WESTERN ENERGETICS Target Revenue Contribution between $40 – 60M1 Decarbonisation and energy transition driving mineral demand EBITDA range of 12 – 16%1 Diversification in service offering and revenue lines Declining grades mean mines are g
Slide 11: Financial Statement
Financial Statement FY2021 FY2022 FY2023 Aquirian Business Units REVENUE & OTHER INCOME WESTERN Specialist Energetics Manufacturing $12,742,730 $17,649,094 $26,321,412 ENERGETICS Facility & Downstream services (AU$) EBITDA (AU$) (1) $1,742,181 $2,746,249 $3,578,145 Specialist Drill and Blast Workfor
Slide 12: Strategically Shaping Our Future
Strategically Shaping Our Future Demand for Ability to expand X-Load™ is a Site strategically Low risk supply energetics is and ramp unique Energetics located on the chain with plant & growing as up Emulsion solution to freight corridor for storage located mines get deeper production facility match
Slide 13: Value Proposition
Value Proposition Customer Vertically Integrated Clear strategic focus Industry experienced focussed business business model on innovation and management team with a global developing a Bootless growth with improved and Board client base Bench® client outcomes Profitable, Innovative, Growth Company
Slide 14: Contacts
Contacts David Kelly Stephen Moloney Managing Director Investor Relations david.kelly@aquirian.com stephen@corporatestorytime.com 08 6370 5400 0403 222 052 Accelerating Innovation & Growth