Babylon Pump & Power Ltd · ASX:BPP
Babylon Pump & Power — ShareCafe Small Cap "Hidden Gems" Webinar 2021
17 slides from Babylon Pump & Power's conference presentation, Nov 5, 2021
Slide 1: Investor Webinar Presentation (ASX Release)
ASX Release 4 November 2021 INVESTOR WEBINAR PRESENTATION Specialist resources services provider Babylon Pump & Power Limited (“Babylon” or “the Company”), (ASX: BPP), is pleased to announce its participation in the ShareCafe Small Cap "Hidden Gems" Webinar, to be held Friday 5th of November 2021 fr
Slide 2: Investor Presentation – ShareCafe Hidden Gems Webinar
INVESTOR PRESENTATION SHARECAFE “HIDDEN GEMS” WEBINAR 5TH NOVEMBER 2021
Slide 3: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER This presentation has been prepared by Babylon Pump & Power Limited (“Babylon”) (ASX: BPP) for information purposes only. This presentation is not a product disclosure statement or prospectus for the purposes of the Australian Corporations Act 2001 (Cth), nor does it
Slide 4: A Rapidly Growing Specialist Mining Services Provider
A RAPIDLY GROWING SPECIALIST MINING SERVICES PROVIDER Specialty Rental Delivering multiple - Supply of specialty diesel driven pumping and power generation equipment specialised - Mine water management, high pressure pumping complementary offerings and remote power to the resource sector, all with h
Slide 5: Corporate Snapshot
CORPORATE SNAPSHOT ASX Code: BPP Total Revenue (Year-on-Year) $24,000,000 Ordinary Shares 1151m $18,000,000 Performance Rights 116m $12,000,000 Market cap (@ 1.4 cents) $16m $6,000,000 Average Monthly Volume (shares) 46m $0 Top 20 Holdings 49% FY18 FY19 FY20 FY21 Cash & Undrawn Debt Facilities (as a
Slide 6: Experienced Team
EXPERIENCED TEAM • Co-founder of Babylon in February 2017 Michael Shelby • Over two decades of experience in oil & gas, mining and specialty rental markets spanning commercial, technical and project management roles Executive Chairman • Previously GM at Resource Equipment (ASX:RQL) and was primarily
Slide 7: BPP Journey – Significant Milestones
BPP JOURNEY – SIGNIFICANT MILESTONES FY20 EBITDA $1.1M Babylon Founded (+864%) $15M Market Completes Ausblast Capitalisation Acquisition Feb 2017 June 2020 March 2021 Completed ASX Relisting Increase in finance Completes Acquisition of with $7M Market facilities to support growth PPQ Capitalisation
Slide 8: Growing Tier 1 Client Base
GROWING TIER 1 CLIENT BASE Babylon services the iron ore, gold, nickel, and oil & gas sectors with significant opportunities in infrastructure, alternative energy and other commodities in Western Australia and in Queensland through its subsidiary Primepower QLD. Babylon Pump & Power Limited 7
Slide 9: FY21 Highlights to Drive FY22 Growth
FY21 HIGHLIGHTS TO DRIVE FY22 GROWTH Completed acquisition of ▪ Rental assets mobilising through Primepower Queensland and assets from Tilbrook Ryder increased asset utilisation to improve FY22 profitability Investments Pty Ltd ▪ FY22 Contract wins for Ausblast will boost Industrial Services Complet
Slide 10: FY22 Growth Prospects
FY22 GROWTH PROSPECTS Babylon Pump & Power Limited 9
Slide 11: 1) Specialty Rental
1) SPECIALTY RENTAL Growth Outlook ▪ Continued investment in FY21 in high horsepower pumps providing return in FY22 with greater asset utilisation ▪ Expanded rental footprint in Queensland with projects mobilising in Q1 FY22 ▪ Ongoing rental contracts at Barrow Island, BHP, FMG and Koolan Island pro
Slide 12: 2) Diesel Equipment Maintenance
2) DIESEL EQUIPMENT MAINTENANCE Growth Outlook ▪ Record levels of enquiry with significant quotes for rebuild programs FY22-FY23 outstanding ▪ Service exchange engines completed in FY21 contributing to revenue in Q1 FY22 as multiple service exchange engines have already secured customer commitments
Slide 13: 3) Specialty Industrial Services
3) SPECIALTY INDUSTRIAL SERVICES Growth Outlook ▪ Increasing asset utilisation is delivering results in H1 FY22 and high levels of client enquiry are positioning the segment for continued growth through FY22 and beyond ▪ Projects have expanded from traditional iron ore base to other minerals includi
Slide 14: Babylon - Strategy Moving Forward
BABYLON - STRATEGY MOVING FORWARD 5 Set ambitious target of $100M + revenue within next 5 years Continuously assessing further strategic Continue to expand acquisitions to support Specialty Rental assets core business to maximise revenue opportunities Securing material engine rebuild programmes and
Slide 15: Positive Outlook
POSITIVE OUTLOOK Key growth drivers have not Demand for specialty services & COVID restrictions are changed rental equipment increasing in increasing the lead time for new FY22 gear ▪ Market demand for asset maintenance and need for ▪ Existing specialty fleet will be ▪ This provides a further specia
Slide 16: Investment Highlights
INVESTMENT HIGHLIGHTS ► EXPERIENCED OPERATIONAL AND MANAGEMENT TEAM ► RECORD REVENUE AND ENQUIRY LEVELS ► INVESTED IN THE BUSINESS TO POSITION FOR FUTURE GROWTH ► ROBUST CASH POSITION TO FUND FURTHER EXPANSION ► INCREASING UPTAKE FROM SOME OF THE WORLD’S LARGEST MINING CLIENTS ► HIGH BARRIER TO ENTR
Slide 17: Babylon Pump & Power Limited
Babylon Pump & Power Limited 74 Harrison Road Forrestfield WA 6058 Michael Shelby | Executive Chairman mshelby@babylonpumpandpower.com Babylon Pump & Power Limited 16
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