Huge Group Limited · JSE:HUG
Huge — Investor Presentation (June 2020)
12 slides from Huge's investor presentation, Jun 25, 2020
Slide 1: Investors Presentation
HUGE GROUP LTD Investors Presentation
Slide 2: Topics
HUGE TOPICS 1 The 2020 Financial Year - Accomplishments 2 The degree to which Huge Group’s operating companies have been resilient during Covid-19 3 The growth opportunities for Huge Group 4 The prospects of / for raising capital 5 The likelihood of an issue of shares for cash / rights offer 6 The C
Slide 3: The 2020 Financial Year - Accomplishments
The 2020 HUGE Financial Year TOPICS - Accomplishments 1. Head office capacity ▪ Past CFO analysis ▪ New COO ▪ New CFO ▪ Group Accountant ▪ 2x Professional assistants 1. B-BBEE transaction involving HCON 2. B-BBEE transaction involving HNET (Otel) 3. Transaction involving HPAN 4. Settlement of disput
Slide 4: The 2020 Financial Year - Accomplishments
The 2020 HUGE The 2020Financial FinancialYear Year TOPICS Accomplishments - Accomplishments Total revenue Operating profit EBITDA increased by increased by increased by 14% 20% 11% from R149 million to from R433 million to from R122 million to R178 million R492 million R135 million Basic earnings pe
Slide 5: The 2020 Financial Year - Accomplishments
The 2020 11% Financial Year - Accomplishments Increase in operating profit from R122m to R135m Normalised Normalised Basic Headline earnings per share increased Normalised EBITDA earnings per share by increased by increased by 20% 21% 33% from 47.02 cents to from R134m to from 48.05 cents to 57.03 c
Slide 6: Operating companies' resilience during Covid-19
The degree to which Huge Group’s operating companies have been resilient during Covid-19 1. Huge Telecom 2. Huge Connect 3. Huge Networks 4. Pansmart 5. Huge Software Huge Group Limited 6 Investors Presentation 2020 06 26
Slide 7: The growth opportunities for Huge Group
The growthHUGE opportunities TOPICS for Huge Group 1. Huge Telecom ▪ Full Suite Telephony (FST) 2. Huge Connect ▪ Vertical Integration 3. Huge Networks ▪ Consolidation & Scaling 4. Pansmart ▪ Inter-company Payment Substitution 5. Huge Software ▪ Group Back-end ▪ Automation Efforts (i.e. Afrihost) ▪
Slide 8: The prospects of / for raising capital
The prospects of / for raising capital 1. Power of Huge Group shares at these levels ▪ Dilution but with a lock-in 2. Relationship with Futuregrowth 3. Internal Cashflow Financing Huge Group Limited 8 Investors Presentation 2020 06 26
Slide 9: The likelihood of an issue of shares for cash / rights offer
The likelihood HUGE of an issue of shares TOPICSfor cash / rights offer 1. Capital Raise ▪ Rights issue 2. Investment Case ▪ Real estate of customers (examples) ▪ Track record of delivery ▪ Past performance Huge Group Limited 9 Investors Presentation 2020 06 26
Slide 10: The Company's view on dividends
The Company’s view on dividends 1. Dividends ▪ Cashflow ▪ Timing ▪ Covid-19 ▪ M&A Huge Group Limited 10 Investors Presentation 2020 06 26
Slide 11: The Investment Case
The Investment Case 1. Dividend yield 2. Capital appreciation Huge Group Limited 11 Investors Presentation 2020 06 26
Slide 12: Q&A
Q&A Huge Group Limited 12 Investors Presentation 2020 06 26