Rbr Group Ltd · ASX:RBR
Rbr — Investor Presentation (January 2019)
11 slides from Rbr's investor presentation, Jan 30, 2019
Slide 1: Supplying Skilled People to the Workplace Every Day
Supplying Skilled People to the Workplace Every Day A labour hire and training company with strong leverage to Mozambique’s US$50b LNG construction boom January 2019
Slide 2: 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
Slide 3: Corporate Overview
Corporate Overview Financial Summary Key Shareholders Share price (29-Jan-19) A$0.012 Board 12.96% Number of shares 708.7M Athol Emerton (Mozambique logistics/resources businessman) 12.26% Market Capitalisation A$8.5M Cash (31-Dec-18) A$950K Top 20 Ownership >50% Debt (31-Dec-18) - Enterprise value
Slide 4: Corporate Vision, Board and Leadership
Corporate Vision, Board and Leadership Vision To be the leading provider of local and expatriate staffing solutions to the US$50b Mozambique LNG construction boom. We will recruit, train and then supply skilled, fit-for-work staff to our clients every day Board & Executive: Tier 1 Management: Ian Ma
Slide 5: Global LNG Market Overview
Global LNG Market Overview LNG market to tighten after 2022, about 200Mt of LNG projects need to be sanctioned to meet demand by 2030 Global LNG demand to reach 500Mt by 2030, Asia to account for 70% of the volume Source: Anadarko 5 30/01/2019 Supplying Skilled People to the Workplace Every Day
Slide 6: Mozambique LNG Opportunity – World Scale
Mozambique LNG Opportunity – World Scale Above: Source – Interfax/IEA Africa Energy Outlook Right: Source – Anadarko Source: Anadarko 6 30/01/2019 Supplying Skilled People to the Workplace Every Day
Slide 7: Mozambique LNG Projects Opportunities – World Scale
Mozambique LNG Projects Opportunities – World Scale Above: Conceptual Afungi LNG Park Layout Source – Anadarko Right: Sourced from paper by Turner & Townsend 7 30/01/2019 Supplying Skilled People to the Workplace Every Day
Slide 8: US$50b capex, 50k labour force for construction
Mozambique US$50b capex, 50k labour force for construction RBR is uniquely positioned to capitalise on this huge opportunity The Project • 2 LNG projects (Anadarko & Exxon), 4 onshore trains ~27Mtpa • US$50 billion capex, FID 2019, First gas 2024 • Pre-FID work underway, Above is Phase 1 of 6 • Up t
Slide 9: RBR is perfectly placed to help find 50,000 workers
Mozambique US$50b capex, 50k labour force for construction RBR is perfectly placed to help find 50,000 workers • RBR is a fully-integrated provider of recruitment, placement and temporary worker services • RBR has one of only a few Mozambican Labour Broking Licences • RBR has accreditation from the
Slide 10: Essentials for Success – Barriers to Entry
Essentials for Success – Barriers to Entry Mozambique Capability Status Labour Broking Licence Very few issued, and long lead time Database of Skilled Labour Over 250,000 Mozambicans Skills Training & Assessment Already the premier provider ECITB Accreditation Public launch event took place on 6 Dec
Slide 11: RBR’s Successes in Mozambique
RBR’s Successes in Mozambique In Training • Secured grant funding from the UK’s Department for International Development’s (DfID) JOBA Skills for Employment (S4E) Fund, to provide basic construction skills training to disadvantaged youth. Students built RBR’s training centre, subsequently inaugurate