Myeco Group Ltd · ASX:MCO

Myeco — Secos Group — Canaccord Sustainability Conference 2023

14 slides from Myeco's conference presentation, Apr 18, 2023

  1. Slide 1: Canaccord Sustainability Conference April 2023

    SECOS GROUP LIMITED rsonal use only Canaccord Sustainability Conference APRIL 2023 ASX: SES CHANGING THE WORLD OF PACKAGING SECOS GROUP LIMITED (ASX: SES) 1

  2. Slide 2: The Plastic Problem

    THE PLASTIC PROBLEM ● Since 1950, 8.3 billion tonnes of conventional plastic has been produced, rsonal use only 9% recycled, 12% incinerated, 79% landfill or to the environment. ● By 2050 if we do nothing, we have more plastic in the sea than fish, 8 million tonnes entering the ocean every year! ● B

  3. Slide 3: Bioplastics – Addressable Market Growing

    BIOPLASTICS – ADDRESSABLE MARKET GROWING ● Global Bioplastics and Biopolymers Market Size rsonal use only Estimated to Reach a Value USD 63.09 Billion by 2030, at a 22.8% CAGR ● There is a compostable bioplastic alternative for almost all conventional plastic material. ● Often biopolymer products wi

  4. Slide 4: Regulatory Tailwinds

    REGULATORY TAILWINDS Market driven disruption:  Brands looking for a way out of conventional plastic rsonal use only  Governments & NGOs adopting recycle & new material options  Australia’s National Plastics Plan states 70% of plastic packaging needs to be compostable  Europe driving towards ren

  5. Slide 5: Strong Bioplastic Tailwinds Post-COVID

    STRONG BIOPLASTIC TAILWINDS POST-COVID • BIDEN ADMINISTRATION ANNOUNCES 90% OF PLASTIC MUST BE MADE FROM BIOMATERIALS • COUNCILS RECOMMENCE RAMP UP OF FOGO PROGRAMS DURING H2 FY23 WITH INCREASED TENDERS rsonal use only • SECOS ANNOUNCES A 95% POST CONSUMER WASTE (PCR) RECYCLED SOFT PLASTIC BAG RANGE

  6. Slide 6: Secos Strategic Positioning

    SECOS STRATEGIC POSITIONING SECOS has established a global business with a unique set of strategic advantages • RESIN COMPOUNDER – therefore not wedded to any one precursor • rsonal use only FULLY INTEGRATED – from resin – soft films – finished products – own brand, MyEco® or white label, Lucky Dog®

  7. Slide 7: MyEco Highlights

    MYECO® HIGHLIGHTS ● Over 100% growth in MyEco® Branded products in H1 FY23 vs PCP driven by consumer demand for sustainable products rsonal use only ● SECOS to expand the highly successful MyEco® product range with a new product launch expected during H2 FY23 Growth in Retail Store Numbers 2500 2000

  8. Slide 8: Exclusive Sales Agreement with JCC

    EXCLUSIVE SALES AGREEMENT WITH JCC ● For the supply of MyEcoWorld® product range and other rsonal use only converted compostable products in USA and Canada ● Jewett Cameron Trading Company (JCC) will launch MyEcoWorld® branded range to major US retailers ● NASDAQ listed, JCC are the exclusive distri

  9. Slide 9: MyEco 95% Post Consumer Recycle Waste

    MYECO® 95% POST CONSUMER RECYCLE WASTE ● SECOS has developed a unique solution for the global problem of recycling soft plastic waste rsonal use only ● MyEco® bin liners are manufactured from 95% recycled post- consumer soft plastic waste ● Is certified to meet Global Recycled Standards (GRS) ● Will

  10. Slide 10: MyEco National Marketing Campaign

    MYECO® NATIONAL MARKETING CAMPAIGN “WE’VE GOT A RUBBISH IDEA…” ● Everyone seems to have a great idea about how to solve the world’s waste rsonal use only problem but at SECOS, we have a rubbish idea ● SECOS’ MyEco® product range achieves over 30% market share in the compostable category with little

  11. Slide 11: Global Markets Driving Sales Growth

    GLOBAL MARKETS DRIVING SALES GROWTH Market Product Sales Channel Branding Status Bags - Retail Compostable Direct Major Retailers (Coles/Woolworths) MyEcoBag® In Market/Growing Council FOGO Bags Compostable Direct to Council Cardia® In Market/Growing Pet Waste Bags Compostable White Label (EzyDog) &

  12. Slide 12: Outlook

    OUTLOOK Improving outlook driven by growth initiatives and normalisation of supply chain disruptions SALES OUTLOOK IS STRENGTHENING rsonal use only ● Commencement of exclusive sales agreement with JCC to supply MyEcoWorld in USA and Canada ● Continuing retail momentum with adoption of MyEco branded

  13. Slide 13: Forward-Looking Statements Disclaimer

    FORWARD-LOOKING STATEMENTS DISCLAIMER This presentation contains “forward-looking statements.” Such forward-looking statements may include, without limitation: rsonal use only • estimates of future earnings; • estimates of future production and sales; • estimates of future cash costs; • estimates of

  14. Slide 14: rsonal use only

    rsonal use only SECOS GROUP LIMITED (ASX: SES) 14

Secos Group — Canaccord Sustainability Conference 2023 on 6ix