Sandon Capital Investments Limited · ASX:SNC
Sandon Capital Investments — Investor Presentation (November 2025)
18 slides from Sandon Capital Investments's investor presentation, Nov 18, 2025
Slide 1: SNC Shareholder Presentation
For personal use only SNC Shareholder Presentation November 2025 Page 1 of 18
Slide 2: Important Information
Important Information This presentation is prepared by Sandon Capital market conditions and future business decisions, all of Lonsec Research Ratings and Logos: The rating issued Investments Limited (SNC) for general information which are difficult or impossible to predict accurately 10/2025 is publ
Slide 3: Opportunity – monthly yield at a discount to NTA
Sandon Capital Investments Ltd (ASX:SNC) Opportunity – monthly yield at a discount to NTA Highlights Portfolio companies For personal use only ATTRACTIVE DIVIDEND YIELD • SNC shares trade at an attractive yield • The bulk of the portfolio remains of 6.0% (8.0% grossed up for exposed to resilient, pe
Slide 4: Investment Highlights
Sandon Capital Investments Limited Investment Highlights For personal use only • SNC has paid fully franked dividends each year since inception 1 yr return 3 yr return Since inception Gross Performance to 31 Oct 2025 (p.a.) (annualised) • Annualised dividend is 5.64cps1 SNC 14.5% 17.8% 10.1% • Month
Slide 5: Larger discount, higher yield than other monthly income LICs
Sandon Capital Investments Limited Investment Highlights For personal use only • Larger discount, higher yield when compared to other monthly income paying LICs Monthly dividend paying equity-income LICs P/NTA 25.0% Premium to NTA 20.0% SNC 15.0% Yield 6.0%, Disc. to NTA -6.9% 10.0% 5.0% Discount to
Slide 6: Investment highlights 12-mths to October 2025
Sandon Capital Investments Limited Investment highlights 12-mths to 31 October 2025 For personal use only • Win/loss ratio ~58% highlights investment selection and portfolio discipline Gains vs Losses SNC Gross Performance in Rising and Falling Markets (12 months to 31 Oct 2025) (since inception to
Slide 7: Carbon Conscious Investments Ltd
Sandon Capital Investments Ltd Carbon Conscious Investments Ltd For personal use only • CCIL manages large scale projects (~17,000 ha) registered with the Clean ACCU Spot Price Energy Regulator that generate Australian Carbon Credit Units (ACCUs) 55 $54 • CCIL has Carbon Plantation Agreements (CPAs)
Slide 8: QPM Energy Ltd (QPM)
Sandon Capital Investments Ltd QPM Energy Ltd (QPM) For personal use only • QPM generates revenue from: Financial Summary • Direct sale of gas from its Moranbah Gas Project • Using gas to generate electricity, mainly peaking power Share price $0.038 Market capitalisation $114.3m • QPM has operating
Slide 9: Southern Cross Media Group Ltd (SXL)
Sandon Capital Investments Ltd Southern Cross Media Group Ltd (SXL) For personal use only • SXL owns FM radio stations including Triple M and Hit FM Financial Summary • SXL also owns the LiSTNR podcast platform • We believe SXL has valuable assets Share price $0.82 Market capitalisation $197.9m • Th
Slide 10: Fleetwood Ltd (FWD)
Sandon Capital Investments Ltd Fleetwood Ltd (FWD) For personal use only • FWD has three business units: Financial Summary • Building Solutions – Australia’s largest modular builder • Community Solutions – owns (1) and manages(2) Share price $2.61 accommodation facilities Market capitalisation $241.
Slide 11: Spectra Systems, Inc. (SPSY)
Sandon Capital Investments Ltd Spectra Systems, Inc. (SPSY) For personal use only • SPSY is a US based technology company listed on the London Stock Exchange Financial Summary • Its core business is the authentication and cleaning of bank notes, Share price (GBP) 138.5p supply of bank note polymer.
Slide 12: About us
For personal use only About us Page 12 of 18
Slide 13: Why Sandon Capital
Why Sandon Capital We seek change to create or enhance value For personal use only Extensive contacts We build coalitions of like-minded investors Pre-eminent and unique track record of Stakeholders include institutional shareholder activism investors, directors, proxy advisers, We have unrivalled i
Slide 14: Investment Opportunities
Investment Opportunities We invest in undervalued companies For personal use only As value investors, we look for undervalued assets, where: Human nature creates attractive investment opportunities that require shareholders to liberate or Prices are below their intrinsic value create value. We can e
Slide 15: Our Approach
Our Approach We actively engage with companies to promote positive changes For personal use only Identify companies that are Transform a company so its Takes time for our approach Use rigorous analysis to build mispriced and where there value is better appreciated by to bear fruit. Capital we shareh
Slide 16: Our Activism Technique
Our Activism Technique We unlock value by taking a proactive approach We focus We adapt to each For personal use only on engaging unique situation, to maximise the employing both a certainty of our range of visible value creation and less visible strategies techniques Discount (Asset Value) Intrinsi
Slide 17: Our Team
Our Team Led by a team with decades of success The CIO is the ultimate decision maker however the depth of expertise and industry experience results in a collaborative process For personal use only Gabriel Campbell Derek Scarlett Radzyminski Morgan Skeen Dorney Founder, CIO Portfolio Manager Chief O
Slide 18: Contact
For personal use only C O N T A C T Gabriel Radzyminski CIO & Portfolio Manager T 02 8014 1188 M 0408 936 357 E [email protected] Page 18 of 18
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