Ama Group Limited · ASX:AMA

Ama — Allomak — 2008 Rising Stars Micro Cap Conference

15 slides from Ama's conference presentation, Jun 12, 2008

1. Slide 1: 2008 Rising Stars Micro Cap Conference

   For personal use only 2008 Rising Stars Micro Cap Conference ALLOMAK ASX: AMA Presented by Rob Allan, CEO SYDNEY HILTON, 12TH of June 2008

2. Slide 2: Our Business

   Our Business For personal use only ALLOMAK: Expert Operator and Acquirer of Strong Industrial Brand businesses: Our Core Business: * AlloAuto – the leading, most diversified player in the Australian wholesale Automotive Aftermarket Our new division to capture & exploit synergistic business: * AlloAi

3. Slide 3: Group Overview

   GROUP OVERVIEW For personal use only • Listed on ASX August 2006 • Initially 5 Businesses • 16 Acquisitions in past two years (approx 1 every 6.5 weeks) • 2008 BRW Fast Starters – 2nd in Australia • First mover advantage in attractive industry – operate predominantly in non-discretionary sectors – p

4. Slide 4: Allomak - High Calibre Board of Directors

   Allomak - High Calibre Board of Directors For personal use only Possesses significant Board experience with current positions held at Felix Resources Ltd and Bemax Ltd. Anthony McLellan Tony was also previously the CEO of the predecessor of Barrick Gold (largest Gold Company in the world) and Non-Ex

5. Slide 5: Individual Businesses are Leading Niche Players

   Individual Businesses are Leading Niche Players Australia’s leading Australia’s leading aluminium aftermarket chassis dynamometer For personal use only bull bar supplier supplier A major supplier of Australia’s leading paints and automatic transmission consumables to the remanufacturer smash repair

6. Slide 6: Allomak Pillars of Value Creation

   Allomak 3 Pillars of Value Creation For personal use only ALLOMAK Built a quality Significant investment in - Cross Sales RESULTS: business in 2 years m/mt and systems to -Group Purchasing to $10M EBIT enable organic growth -- New Sales at group level 5

7. Slide 7: Pillar One – Acquisition Excellence

   Pillar One – Acquisition Excellence Focus on the overlap of three key areas – “sweet spot” For personal use only Generational Change $160B p.a. $↑ High Opportunities Growth Opportunities Industry Specialisation AlloAuto - Automotive Aftermarket = $8.1B p.a. (aust) AlloAir - General Industrial = $100

8. Slide 8: Pillar One – Acquisition Excellence (cont'd)

   Pillar One – Acquisition Excellence (cont’d) For personal use only Acquiring the Right Businesses Target Companies will: ƒ Be a leader/major player in a niche area of the Automotive Aftercare or related market ƒ Have a long track record of success (and be currently profitable) ƒ Have a good reputati

9. Slide 9: Pillar Two – Operational Improvement

   Pillar Two – Operational Improvement For personal use only PERFORMANCE IMPROVEMENT / OPERATIONAL EXCELLENCE: ƒ Introduce basic business disciplines ƒ Specific succession planning methodologies ƒ Recruit, retain and reward high performers ƒ Management systems – financial, reporting, etc ƒ Focus on pe

10. Slide 10: Pillar Three – Group Synergies

    Pillar Three – Group Synergies For personal use only GROUP SYNERGIES THE “ALLOMAK ADVANTAGE” ƒ Co-operative sales initiatives ƒ Identifying scale opportunities – e.g. buying power, sales and support, etc ƒ Share best practice improvements ƒ Treasury function for investment in growth opportunities ƒ

11. Slide 11: Allomak Value Creation Proposition – Current Challenges

    Allomak Value Creation Proposition – Current Challenges For personal use only 2nd Half 2008 – Operational Update ƒ Significant tightening of capital markets – Allomak response has been to be more conservative and keep gun-powder dry ƒ Have not completed an acquisition this half – although pipeline o

12. Slide 12: Outlook FY 2008/09

    Allomak Value Creation Proposition – Current Challenges Outlook FY 2008/09 For personal use only ƒ Business Services set for very strong organic growth (Panel, LP Gas, Emissions and fuel efficiency initiatives) ƒ Manufacturing business – greater overseas component procurement – expand product range

13. Slide 13: Sales and Profit Growth: 2005-2009 (Est)

    Based on current run rate, the outlook for 2009 organic growth looks very positive For personal use only SALES AND PROFIT GROWTH: 2005-2009 (Est) $ Millions * Proforma 12

14. Slide 14: Key Investment Metrics

    For personal use only KEY INVESTMENT METRICS (as at 30 May 08) ƒ Shares on Issue: 129 m ƒ Market Capitalisation: approx $55m ƒ Est. Dividend Yield: 8% (fully franked) ƒ 2007 Dividend: 3.2 cps ff (1 cent interim) ƒ 1H08 Dividend Declared: 1.1 cps ff ƒ Forecast FY08 Sales: Approx $72 m ƒ Annualised FY

15. Slide 15: Contacts

    Contacts For personal use only ALLOMAK LIMITED Level 5, 1 Castlereagh Street Ph: +612 8244-9200 Sydney NSW 2000 Fax: +612 9262-2838 New Address PO Box R535 Email: rob.allan@allomak.com Royal Exchange NSW 1225 Web: www.allomak.com 14

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