Rbr Group Ltd · ASX:RBR
Rbr — Non-Deal Roadshow (March 2018)
21 slides from Rbr's roadshow presentation, March 2018
Slide 1: Strategy and Growth
Supplying Skilled People to the Workplace Every Day Supplying Skilled People to the Workplace Every Day Strategy and Growth RBR Group Limited (ASX: RBR), March 2018
Slide 2: Corporate Overview & Vision
Corporate Overview & Vision To be the leading provider of local and expatriate staffing solutions in our target markets. We will recruit, train and then supply skilled, fit-for-work staff to our clients every day. Financial Summary Key Shareholders Share price (27-Feb-18) A$0.014 Board & Management
Slide 3: Strategic Plan
Strategic Plan Early 2018 Mid 2017 Late 2015 Early 2015 Revenues impacted by closure of PacMoz Accounting function and Revenue reduction in donor funding Revenue profile Growth in primarily revenues dependent on timing of major projects in target jurisdictions Time Pre- PacMoz Start of Futuro Capaci
Slide 4: Geographic Focus Strategies for Growth
Geographic Focus Strategies for Growth Mozambique: • Rapid deployment of FuturoCARD and growth in labour database – immediate; • Commence meet & greet activities in Pemba – March 2018 • Futuro Maritimo – refining existing maritime JV to secure position as supplier of choice of maritime skills – Q3 2
Slide 5: Business Snapshot
Business Snapshot Complementary businesses with retained exposure to resources development • Full suite of labour • Recruitment & HR • RBR owns an • Pre-employment broking services in services Australian RTO medicals Mozambique • Permitting, visas • Training centre in • Occupational • Labour databas
Slide 6: Point of Differentiation – FuturoCARD
Point of Differentiation – FuturoCARD Strategy is to make FuturoCARD a nationwide product of choice for storing qualifications • Seamlessly links an individual’s non-confidential biographical data to Futuro Skills’ student management system and RBR’s labour broker database • Displays this biographic
Slide 7: RBR in Mozambique
RBR in Mozambique • Mozambique is RBR’s primary growth market at present • Activities showcase the company’s capabilities Business services Training Labour broking with fit-for-work, skilled and insured staff • Attraction of huge gas discoveries, numerous mining projects and infrastructure inv
Slide 8: RBR in Mozambique – Why?
RBR in Mozambique – Why? Mozambique LNG predicted to create c. 15k direct jobs and c. 685k indirect jobs • Huge shortage of local skills, but large government expectation on training and local employment • Foreign investors expected to allocate c. 5% of capex to social investment, incl. training • P
Slide 9: Mozambique Attracting Major Companies
Mozambique Attracting Major Companies The mining and energy sector is capturing a large share of the Mozambique capital investment pie, second only to real estate investment 9 2/03/2018 Supplying Skilled People to the Workplace Every Day
Slide 10: Mozambique LNG – Very Large Labour Opportunity
Mozambique LNG – Very Large Labour Opportunity • Mozambique developing as a new LNG province and could become world’s 3rd largest gas exporter • Jurisdictions such as PNG and Mozambique, outside of 1st world locations, are highly labour intensive • Pipeline of LNG related work has potential for mult
Slide 11: Mozambique Labour Broking – the Size of the Prize
Mozambique Labour Broking – the Size of the Prize The labour broking opportunity: • For Mozambique’s onshore LNG project, on-site labour estimates for the Tier 1 contractors are 15,000 staff during construction of the first LNG trains (which will take at least five years) • Professionals and tradesp
Slide 12: Mozambique Timeline – Current LNG Projects (Phase 1)
Mozambique Timeline – Current LNG Projects (Phase 1) 15,000 Project Labour Profile Mocimboa da Praia loading facility upgrade Ramp up of First cement marine traffic cargo delivered Eni awards to Afungi supplier Eni/Exxon Andarko Afungi contracts for offshore relocation ‘Straddling installation Eni/E
Slide 13: Labour Broking – Mozambique
Labour Broking – Mozambique PacMoz holds one of Mozambique’s few labour broking licences • Significant potential associated with servicing labour requirements of mega gas and mining projects • Futuro Business Services will provide complementary support for a fee, including visas and recruitment Key
Slide 14: Futuro Business Services
Futuro Business Services • Futuro Business Services (FBS) is a wholly-owned subsidiary of RBR, operating in Mozambique • An established, cash flow positive business with offices in Matola, Beira and Nacala (and soon in Pemba) • FBS is both a revenue business, and an enabler of the RBR business model
Slide 15: Futuro Skills
Futuro Skills Training business unit overview Futuro Skills is a unique training and workforce development business providing sustainable, equitable and relevant skills solutions, particularly in emerging economies Providing realistic and valued skills Specialising in soft skills, outcomes to disadv
Slide 16: Futuro Medical
Futuro Medical Futuro Medical’s business model is to medically screen potential employees to determine their fitness-for- work, and set a health baseline which can be monitored over time. Candidates’ medical fitness will determine their suitability for employment in various roles, and for site-based
Slide 17: RBR in Guinea
RBR in Guinea • Completely aligned with existing RBR strategy • Leverage Mozambique experience, local JV partner’s (SEPIS Sarl) labour broker expertise, and MoU with government • Target skills development in the mining, construction & logistics sectors (growth sectors) • Currently no standards for t
Slide 18: RBR in Australia, Consulting & Growth into New Geographies
RBR in Australia, Consulting & Growth into New Geographies Futuro Skills services companies which Growth into New Geographies understand the value in outsourcing their training A study is underway on the project pipeline in management function. Futuro Skills partners with countries which have: clien
Slide 19: Financial Considerations
Financial Considerations RBR is significantly undervalued given it has: No debt A modest cost A very A robust, A strategy which profile and experienced board compelling and utilises positive outlook and management replicable business partnerships and on future cash team model, requiring JVs with sec
Slide 20: Growth Aspirations
Growth Aspirations There are dozens of “Mozambiques” in the world, i.e. developing nations with low incomes, low levels of education/training, and stringent expectations on local participation in growth projects RBR’s aim is to replicate its Mozambique activities in a new country, every two years Ta
Slide 21: Disclaimer
Disclaimer The information contained in this document is disclosed to you by RBR Group Limited (ACN 115 857 988) (the "Company"). Nothing in this document shall form the basis of any contract or commitment, or constitutes investment, financial product, legal, tax or other advice. The information in