Future Generation Australia Limited · ASX:FGX
Future Generation Australia — Future Generation Investment Forum May 2018
25 slides from Future Generation Australia's conference presentation, May 15, 2018
Slide 1: Investment Forum 15 May 2018
yy @® I Investment Forum 15 May 2018 1.30pm - 3.00pm 9 FUTURE GENERATION INVESTMENT COMPANY ® FUTURE GENERATION GLOBAL INVESTMENT COMPANY
Slide 2: Welcome
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Slide 3: May 2017 Investment Forum Stock performance
MAY 2017 INVESTMENT FORUM ® ® Stock performance FUTURE.GENERATION FUTURE GENERATION Fund Manager Company Code Logo Total return Sandon Capital Mineral Deposits Limited ASX: MDL =MDL 183.2% Wilson Asset Management Afterpay Holdings ASX: APT afterpaya7 172.5% Eley Griffiths Noni B Limited ASX: NBL NON
Slide 4: Disclaimer
FUTURE GENERATION FUTURE GENERATION INVESTMENT COMPANY GLOBAL INVESTMENT COMPANY Disclaimer This presentation has been prepared for use in conjunction with a verbal presentation and should be read in that context. The information in this presentation is only intended for Australian residents. The pu
Slide 5: Fund Manager Presentations
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Slide 6: Catriona Burns, Wilson Asset Management
FUND MANAGER PRESENTATIONS Catriona Burns Wilson Asset Management (FGX)
Slide 7: For personal use only
For personal use only
Slide 8: Philip King, Regal Funds Management
FUND MANAGER PRESENTATIONS Philip King Regal Funds Management (FGX)
Slide 9: Regal Funds Management
REGAL FUNDS MANAGEMENT \aocantas Spirit of Australia
Slide 10: Domenico Giuliano, Magellan Financial Group
FUND MANAGER PRESENTATIONS Domenico Giuliano Magellan Financial Group (FGG)
Slide 11: For personal use only
For personal use only Advertising Current core Nascent Dominant Current P/E % of revenue revenue growth businesses 90% Search 17.9x ~ 90% market share ~ 20% (adjusted) 1 (Alphabet) (ex-China) >2 billion 100% ~ 50% 19.7x users
Slide 12: Campbell Morgan, Sandon Capital
FUND MANAGER PRESENTATIONS Campbell Morgan Sandon Capital (FGX)
Slide 13: Spicers Limited
Spicers Limited (ASX: SRS) SANDON CAPITAL * Spicers is the phoenix that has risen from the ashes of PaperlinX ¢ Paper merchant in Australia, NZ & Asia * Recapitalised Balance Sheet with hidden assets * Slimmed down operations that are now profitable * New Board & Management team with shareholders we
Slide 14: Panel Session
For personal use only Panel Session Tony Boyd in conversation David Paradice AO, Graham Hay and Geoff Wilson AO
Slide 15: Matthew Kidman, Centennial Asset Management
FUND MANAGER PRESENTATIONS Matthew Kidman Centennial Asset Management (FGX)
Slide 16: For personal use only
For personal use only • No. of Shares (m) Revenue • Current Price ($/s) EBIT Market Cap ($m) • Interest Enterprise Value ($m) FY19E PE EBT • FY19 EV/EBITDA NPAT •
Slide 17: Arik Star, Ellerston Capital
For personal use only FUND MANAGER PRESENTATIONS Arik Star Ellerston Capital (FGG)
Slide 18: For personal use only
For personal use only Recent acquisition of Wells Fargo Shareholder Services provides significant cross-sell opportunity with Blue Chip Client Base
Slide 19: Ryan Riedler, Cooper Investors
FUND MANAGER PRESENTATIONS Ryan Riedler Cooper Investors (FGX & FGG)
Slide 20: Annuity income streams
[_ eg — COMMUNITIES Annuity income streams $11,000,000 $10,000,000 $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 T T T T T T T T T THFYIS 2HFYI3 IHFY14 2HFY14 IHFYIS 2HFYIS IHFYI6 2HFYIG IHFYI7 2HFYI7 THFYIS Total number of Tomessetted” 614 695 80
Slide 21: Ben Griffiths, Eley Griffiths Group
FUND MANAGER PRESENTATIONS Ben Griffiths Eley Griffiths Group (FGX)
Slide 22: Mastermyne Group of Companies
ka) mastermyne Group of Companies A specialist contractor providing a diverse range of construction and operational services to the coal industry. Greenfields (new) Strong alignment projects announced of board and following a prolonged management (20% coal industry funk. shareholders) with external
Slide 23: Freedom Foods Group Limited
freedom, GROUP Making food bette: LIMITED Fully integrated Australian producer/marketer of a range of natural foods and plant/dairy beverages. Australia’s largest UHT processor following a major plant investment in NSW and Victoria + Manager of a stable of iconic health/wellness brands. Flexible bal
Slide 24: Thank you
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Slide 25: Investment Forum May 2018
yy @® I Investment Forum 15 May 2018 1.30pm - 3.00pm 9 FUTURE GENERATION INVESTMENT COMPANY ® FUTURE GENERATION GLOBAL INVESTMENT COMPANY
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