Omg Group Limited · ASX:OMG
Omg — Investor Presentation (August 2024)
18 slides from Omg's investor presentation, Aug 14, 2024
Slide 1: Becoming a leading FMCG brand manager
Forbidden Foods Limited (ASX: FFF) Becoming a leading FMCG brand manager August 2024
Slide 2: Disclaimer & Important Information
Disclaimer & Important Information This presentation has been prepared by Forbidden Foods Limited ACN 616 507 334 (“Company” or “Forbidden Foods”) in connection with an offer of new ordinary shares and attaching options in the Company (New Securities) by way of a placement to sophisticated and profe
Slide 3: Disclaimer & Important Information
Disclaimer & Important Information Forward looking statements This presentation may contain forward-looking statements regarding the Company’s intent, belief or current expectations with respect to its business and operations, market conditions, results of operations and financial conditions. This p
Slide 4: Company Overview
Company Overview FFF is focused on becoming a leading, capital-light brand manager in the ‘better for you’ (BFY) FMCG brand manager through the acquisition of leading plant-based non-dairy business, Oat Milk Goodness (OMG). The acquisition complements FFF’s existing Blue Dinosaur brand and allows th
Slide 5: Existing Board & Management
Existing Board & Management Albert Cheok – Non-Executive Chairman Nathan Quailey– Non-Executive Director Mr Cheok brings experience and strategic insight from a distinguished 42- Nathan is a senior advertising executive who currently serves as Chief Growth year career in monetary policy, financial s
Slide 6: OMG acquisition – FFF's first step in becoming a leading brand manager
OMG acquisition – FFF’s first step in becoming a leading brand manager Share Purchase Agreement to be executed by 5:00pm AWST on Tuesday, 13 August to acquire leading plant-based non-dairy business, Oat Milk Goodness for $3.42m via the issue of 285m ordinary shares at 1.2cps Co-founded by Australian
Slide 7: Strategic rationale – a blueprint acquisition
Strategic rationale – a blueprint acquisition Acquisition provides FFF with the ability to leverage its established distribution footprint in Australia to broaden OMG’s exposure with major retailers Combined entity will have a considerably stronger balance sheet – OMG is currently delivering ~$1.2m
Slide 8: OMG expands FFF's category opportunity
OMG expands FFF’s category opportunity Upstream Ingredient Composition Status Quo Male Brand Female Brand Character & Composition The Forbidden Character & Composition Foods opportunity Downstream 8 Health Benefit
Slide 9: OMG – Company overview
OMG – Company overview A complementary acquisition: • OMG provides another strong revenue channel for FFF • Combined entity unaudited revenue on a pro forma basis totalled over $3.1m • Combined entity to benefit for cost saving synergies – multiple opportunities identified with implementation to com
Slide 10: Oat milk is in demand from customers
Oat milk is in demand from customers https://www.mintel.com/press-centre/us-non-dairy-milk-sales-grow-61-over-the-last-five-years/ https://www.mintel.com/press-centre/the-cream-of-the-vegan-milk-crop-sales-of-oat-milk-overtake-almond-in-the-uk/ https://www.vantagemarketresearch.com/industry-report/o
Slide 11: OMG's existing product range
OMG’s existing product range Barista Blend 1L Choc Oat 350ml Seed oil free, Aussie oat milk Chocolate flavoured oat milk, designed for home and cafés designed for consumers and on the go consumption Choc prOATein COFFEE The first of its kind to market PROATEIN Launching • 20g of protein per serve OC
Slide 12: ZERO seed oils – a major competitive advantage
ZERO seed oils – a major competitive advantage • Excess consumption of seed oils raise omega-6-to-omega-3 fatty acid ratios, increasing levels of inflammation in our bodies with potential harmful consequences to our health • The zero seed oil movement became increasingly popular when proponents of p
Slide 13: Stockists & key customer demographic
Stockists & key customer demographic • OMG’s 1L product is stocked in 600+ Woolworths stores with Choc Oat and Choc PrOATein ranged in ~400 stores across the group • OMG 1L now in 600 Ampol Foodary stores with Choc Oat and Choc PrOATein being trialled in 130 Ampol Foodary locations • Additional reta
Slide 14: Gen Z & Millennial Women Attitudes to Wellness
Gen Z & Millennial Women Attitudes to Wellness Established audience definition ● Focused on lucrative target market of health conscious women aged 18 – 34 ● Category defined by a shared purpose and underpinned by a pursuit towards health and wellness ● Audience is the growth driver behind the health
Slide 15: International expansion potential
International expansion potential Capital light royalty agreement secured unlocks considerable international sales potential: • Recently secured licensing and royalty agreement with BSE-listed company Olympia Industries Ltd • Olympia to arrange manufacture, distribution, sales and marketing in India
Slide 16: Acquisition complements FFF's progress
Acquisition complements FFF’s progress New strategy actively implemented to become a leading brand manager and accelerate revenue growth with a focus on ecommerce, local and international market expansion Board & management team refreshed and aligned on new strategy to unlock value for shareholders
Slide 17: Near Term Value Catalysts
Near Term Value Catalysts 1. 2. 3. 4. 5. prOATein sales Launch of Coffee B2B momentum in food Production in India Synergies in distribution accelerating prOATein range service sector commencing soon and product development • Early traction for flagship • Coffee prOATein product • Growing sales volum
Slide 18: Contact
Contact Alex Aleksic Chief Executive Officer Alex.Aleksic@forbiddenfoods.com.au Henry Jordan Six Degrees Investor Relations Henry.Jordan@sdir.com.au 18