Reunert Limited · JSE:RLO
Reunert — Investor Day (September 2007)
14 slides from Reunert's investor day presentation, Sep 26, 2007
Slide 1: Investors Day – Overview of Nashua Mobile
INVESTORS DAY Heading / Descriptor Colour: White Mark Taylor 26 September 2007 1 OVERVIEW OF NASHUA MOBILE • Welcome! • Over 650 000 customers • MNP – Slow uptake but good for all, starting to pick up in corporate market • Nashua ISP – now over 2500 customers • Nashua Insure launched on 1st July 200
Slide 2: Overview of Nashua Mobile and Marketing Focus
OVERVIEW OF NASHUA MOBILE Corporate & Retail & LCR Broadband SME Franchise • National • 150 Stores • Cellular LCR Connectivity • Over 160 staff • 3G, HSDPA • 5 Regional • National LCR • ADSL Offices • Wholesale agreement with Telkom • Focus – Voice • Multi product sale • International • Sentech, iBu
Slide 3: Sales and Upgrade Analysis; Cellular Market
SALES AND UPGRADE ANALYSIS Analysis of Sales 30,000 25,000 20,000 Gross Connections Number 15,000 Deactivations 10,000 Net Connections Upgrades 5,000 Jul-06 Aug-06 Sep-06 Oct-06 Nov-06 Dec-06 Jan-07 Feb-07 Mar-07 Apr-07 May-07 Jun-07 Jul-07 (5,000) Month Averages for the period Net Connections - 157
Slide 4: Cellular Market: Churn and ARPU
CELLULAR MARKET CHURN Network Contract Prepaid Vodacom +- 9% +- 32-34% MTN +- 12% +- 65% Cell C +- 22% +- 95-100% Virgin +- 11% +- 45-50% NOTE: These are estimated figures only. It has not been confirmed in any Financial reports. 7 CELLULAR MARKET ARPU Network Contract Prepaid Blended Vodacom 488 58
Slide 5: Broadband
BROADBAND Telkom (ADSL) 160 000 • Snapshot of SA Market Vodacom 65 000 2006 9% MTN 15 000 2% iBurst 24 000 6% Sentech 6 500 24% Total : 275 500 59% 2007 Telkom (ADSL) 300 000 Vodacom 200 000 8% MTN 25 000 1% iBurst 45 000 4% Sentech 7 000 52% 35% Total: 600 000 9 BROADBAND • Market Forecast : • 800
Slide 6: Main Players
MAIN PLAYERS • Telkom / ADSL (Main player) • Reliable, but overpriced despite 30% reduction in August 07 / deployment issues • Targeting 1 million subscribers over next 3-5 years • Vodacom (2nd most popular) • Aiming for 1m by 2010, great marketing with HSDPA, 300% growth, HSUPA by 2008, Super 3G by
Slide 7: Nashua Mobile & Competitors; Trends
NASHUA MOBILE & COMPETITORS • Nashua Mobile & Nashua ISP • Positioned as offering CHOICE • (HSDPA, Edge, ADSL through ISP, iBurst, Sentech) • Current base + 2500 Broadband + over 49 000 Mobile (Jul 07) • Main competitors • MWeb, Internet Solutions • ADSL – Telkom, @lantic & Data Pro • iBurst – iBurs
Slide 8: Trends and Positioning
TRENDS • Bad Debts increased • Levels of saturation in the voice contract market • Credit Consumer Act • RICA Act 15 POSITIONING • Through broadband and ISP services, as well as strategic alliances with partner companies such as Verizon, Nashua Mobile seeks to offer clients a comprehensive and exten
Slide 9: Best of Brands; Nashua Mobile Retail
BEST OF BRANDS LAN@Office WiMax@lunch HSDPA on the Move Wi-Fi in the Business Dial@Remote Wi-Fi@hotspot GPRS On the move HSDPA@work 17 DSL@home NASHUA MOBILE RETAIL • A focused drive over the last two and a half years has seen Nashua Mobile transform from being a predominantly business-to-business s
Slide 10: Why Retail? Outlet locations
WHY RETAIL? • Onset of Number Portability • Expand national footprint • Capture of the new and emerging markets • Improve service delivery • Expand on new technologies • Wi-Fi • Mobile data 19 OUTLET - POLOKWANE NASHUA PIETERSBURG COMPANY OWNED VODAWORLD NASHUA MOBILE TZANEEN SANDTON CITY (NASHUA WO
Slide 11: External Channel; Retail B.E.E Strategy
EXTERNAL CHANNEL – SEPTEMBER 07 INTERESTING FACTS • 294 Selling partners consisting of: -149 Traditional Franchised handset partners - 10 New Franchised White Label ISP resellers - 20 Mobile Solutions partners, some White Label - 115 Franchised LCR partners • Over 50 new Partners / Franchises alread
Slide 12: Future Vision; Need for Conformance
FUTURE VISION • FASA Exhibition – We won second prize and received a Gold Award at the Show – at our first participation • To become a dominant player in retail space in the next three to five years • To have stores in strategic major centers country wide • Stores will all conform to the same look a
Slide 13: Nashua Mobile
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Slide 14: Nashua Mobile
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