Tamawood Limited · ASX:TWD
Tamawood — Investor Presentation (August 2019)
10 slides from Tamawood's investor presentation, Aug 9, 2019
Slide 1: Tamawood Limited Investor Presentation
Tamawood Limited Investor Presentation August 2019 TWD Limited Keys to Success THROUGH COMPETITIVE ADVANTAGE, OFFERING CUSTOMERS MORE FOR LESS PEOPLE INDUSTRY BEST KEY STAFF AND SUB-CONTRACTOR RETENTION RATES SYSTEMS THIRD PARTY CERTIFIED QUALITY ASSURANCE SYSTEM TO ISO 9001: 2015 OVER 1300 PROVEN D
Slide 2: Grossed up Fully Franked Dividend Yield
August 2019 Grossed up Fully Franked Dividend Yield for FY19 Annualised Grossed up Fully Franked Dividend Growth for 1st half FY17 annualised 80 21.00% 19.39% 70 19.00% 17.00% 60 15.00% Dividend Yield (%) 50 Dividends (cents) 12.24% 13.00% 11.52% 38.57cents 40 30cents 32.86cents 37.14cents 11.00% 30
Slide 3: Advertising Spend as a % of Construction Revenue
August 2019 Advertising Spend as a % of Construction Revenue and Construction Revenue growth as a % for FY19 Annualised Advertising Spend as a % of Construction Revenue and Construction Revenue Growth as a % for 1st half FY17 annualised 3.00% 190% 178.28% 174.51% 2.50% Construction Revenue Growth (%
Slide 4: Initial Sales Appointments
August 2019 Initial Sales Appointments 270 2019 260 250 240 Federal Election 230 220 210 Appointments 200 190 180 Banking Royal Commission announced Dec 17 170 160 150 140 Implemented New 2018 130 Advertising 120 110 Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Month Year 2018 Year 2019 Forecast
Slide 5: New Home Sales Queensland - HIA
August 2019 TWD Sales vs HIA Private House Sales QLD (Seasonally Adjusted) 1350 70 1300 TWD 1250 1200 60 1150 New Home Sales Queensland - HIA 1100 1050 50 TWD Sales 1000 950 900 40 850 HIA 800 750 30 700 650 600 20 Jan-18 Mar-18 May-18 Jul-18 Sep-18 Nov-18 Jan-19 Mar-19 May-19 Jul-19 Feb-18 Apr-18 J
Slide 6: TWD Share Price from 30th June 2014 to 30th June 2019
August 2019 TWD Share Price from 30th June 2014 to 30th June 2019 4.5 7000 4 6500 6000 3.5 5500 3 Share Price 5000 All Ords 2.5 4500 2 4000 TWD Share price since 2000 Share Price All Ords 1/06/2014 1/11/2014 1/04/2015 1/09/2015 1/02/2016 1/07/2016 1/12/2016 1/05/2017 1/10/2017 1/03/2018 1/08/2018 1/
Slide 7: Growth in Profit versus Cost Growth
August 2019 Growth in Profit as a % versus Cost Growth as a % for FY19 Annualised Growth in Profit as a % versus Cost growth as a % for 1st half FY17 annualised 200% 183.02% 180% 175.05% 162.00% 160% 161.95% 140% 129.09% Growth (%) 120% 128.01% 125.46% 110.38% 100% 103.10% 98.23% 79.67% 80% 84.37% 6
Slide 8: Profit Before Tax after Interest Expense as a % of Total Revenue
August 2019 TWD Profit Before Tax after Interest Expense as a % of Total Revenue 12.00% 11.41% 11.00% 10.82% 5.00% 9.99% Change in Gross Margin (%) 10.00% 2.50% 9.24% 8.99% Profit Before Tax (%) 9.00% 0.00% 8.00% -2.50% 7.00% -5.00% 6.00% 5.52% 5.00% 2014 2015 2016 2017 2018 2019 TWD Profit Before T
Slide 9: Wages as a % of Total Revenue versus HIA Statistics
August 2019 TWD Wages as a % of Total Revenue versus HIA Statistics for FY19 Annualised TWD Wages as a % of Total Revenue versus HIA Statistics for FY19 19.00% 17.00% 16.60% 16.20% 16.40% 16.20% 16.30% 15.00% Wages as a % of Total Revenue 13.00% 11.00% 9.00% 7.12% 7.13% 6.99% 7.05% 6.81% 7.00% 6.53%
Slide 10: Office locations and disclaimer
August 2019 QUEENSLAND NEW SOUTH WALES this presentation. ROCKLEA COFFS HARBOUR To the maximum extent permitted by law, none of 1821 Ipswich Road, Rocklea QLD 4106 178 Pacific Highway, Coffs Harbour NSW 2450 Tamawood, its related bodies corporate or any of its directors, employees, agents or advisor