Verbrec Ltd · ASX:VBC
Verbrec — LogiCamms — Investor Presentation (March 2018)
9 slides from Verbrec's investor presentation, March 2018
Slide 1: LogiCamms Limited Investor Briefing
LOGICAMMS LIMITED INVESTOR BRIEFING March 2018
Slide 2: 2018 Half Year Performance Summary
2018 HALF YEAR PERFORMANCE SUMMARY REVENUE EBITDA^ NPAT CASH BALANCE REVENUE EBITDA NPAT CASH BALANCE $42.5m $1.9m $0.895m $4.7m $42.5m H1 FY17: $41.5m $1.9m H1 FY18: -$2.5m $0.895m H1 FY18: -$4.8m $4.7m 31 Dec 2017: $5.0m H1 FY17: $41.5m H1 FY18: -$2.5m H1 FY18: -$4.8m 31 Dec 2017: $5.0m • LogiCamm
Slide 3: Core Market Segments
CORE MARKET SEGMENTS H1 FY18 Revenue by segment Hydrocarbons • Clients continue to focus on cost reductions and operating efficiencies Minerals & Metals • Sector activity strengthened with stronger commodity prices • Operators running at or near capacity, driving demand for projects focused on plant
Slide 4: H1 FY18 New Contract Wins
H1 FY18 NEW CONTRACT WINS • Robust Order Book - $27.1m at 28 February ($23.2m at 31 January) • New contract wins diversified across major market segments and project types: • Concept Design studies • Engineering Design • Commissioning • Planned maintenance shutdowns • Hazardous area assessments • En
Slide 5: Key Client Relationships
KEY CLIENT RELATIONSHIPS • Client relationships based on ongoing small engineering consultancy projects across multiple divisions and assets with LogiCamms as a pre-qualified supplier • Diversified portfolio of long-term relationships underpin core engineering services revenue • Workload primarily f
Slide 6: Technology and Innovation
TECHNOLOGY AND INNOVATION Automated Infrastructure Design Engine (AIDE) • Additional AIDE CSG modules being rolled out for flagship client • Marketing of AIDE CSG to other gas producers • Variants under development for renewables and telco sectors • Customer Value Proposition and Market Pathways str
Slide 7: Investment Highlights
INVESTMENT HIGHLIGHTS • Business stabilised with operating costs aligned to support profitability • Diversified portfolio of major clients underpin engineering services revenue: • Expanding infrastructure portfolio across road, rail and water projects • Improved commodity prices boosting minerals an
Slide 8: Disclaimer and Notes
DISCLAIMER AND NOTES • The purpose of this presentation is to provide general information about LogiCamms Limited (Company). It is not recommended that any person makes any investment decision in relation to the Company based solely on this presentation. This presentation does not contain all inform
Slide 9: Further Information
FURTHER INFORMATION INVESTOR RELATIONS Teamwork Flora Furness Chief Executive Officer Commitment to people Dan Drewe Chief Financial Officer Can do approach Tel. +61 7 3058 7000 Integrity REGISTERED OFFICE Delivering quality results 200 Mary Street Brisbane Queensland 4000 Tel. +61 7 3058 7000 MEDIA