ceo presentation 2011 agm 4 november 2011 · • launch of a new program combining datadot dna ®...

24
November 4, 2011 Ben Bootle CEO DataDot Technology Ltd CEO Presentation 2011 AGM 4 th November 2011

Upload: others

Post on 10-Aug-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

November 4, 2011 Ben Bootle

CEO – DataDot Technology Ltd

CEO Presentation

2011 AGM

4th November 2011

Page 2: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

DataDot Technology Limited - Disclaimer

Disclaimer:

This presentation has been prepared by DataDot Technology Limited („DataDot”) based on information available at the time of

preparation.

General Securities Warning:

This presentation is not an offer or invitation for subscription of purchase of or a recommendation of securities. It does not take

into account investment objectives, financial situation and particular needs of the investor. Before making an investment in

DataDot, the investor or prospective investor should consider whether such an investment is appropriate to their particular

investment needs, objectives and financial circumstances and consult an investment advisor if necessary.

All Information including business forward plans in this presentation should not be considered as a recommendation in relation

to holding purchasing or selling, securities or other instruments in DataDot. Due care and attention has been used in the

preparing this information. However, actual results may vary from projected results and any variation may be materially positive

or negative. Forward plans, by their very nature, are subject to uncertainty and contingencies many of which are outside of the

control of DataDot.

Past performance is not a reliable indication of future performance.

Page 3: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

November 4, 2011

Introduction

Business conditions have improved during the first quarter for 2011/11 for DataDot

Technology Limited (DataDot) and sales from existing customers are beginning to return

to the levels recorded prior to the Japanese tsunami.

The volume and quality of new business development activities that have been building

during the quarter are in line with management‟s expectations.

Business development highlights are outlined in the slides to follow.

Page 4: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

November 4, 2011

DataDotDNA®

Secure solutions for asset protection, authentication and identification.

• DataDotDNA® and DataDot Metallic

• Stainless Steel DataDotDNA®

• DataThreadDNATM

• DataBaseDNA

• assetDNA software

Actual Size

1mm

Magnified

DataDot

Page 5: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

DataDotDNA® system: Accurate identification results in successful prosecution.

November 4, 2011

Identification Deterrence/

displacement Prosecution

Page 6: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataDot Technology Limited - Asia Pacific

• Enhanced value proposition for all Australian motor vehicle OEMs has been developed

and is being presented to Australian OEM‟s.

• Club Marine Insurance and DataDot are expanding their Insurance program to New

Zealand in Q2 FY11/12.

• DataDot has partnered with Assa-Abloy and Crime Stoppers Australia to overtly and

covertly mark certain items prone to shoplifting, in a program being piloted at a major

hardware retailer.

• Launch of a new program combining DataDotDNA® bicycle theft prevention kits with a

new Assa-Abloy Lockwood branded bicycle-lock.

• In FY11/12, DataDot will open a sales and technical support unit in India.

November 4, 2011

Page 7: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataDot Asia Pacific - Distributor Initiatives

• Asset Protection Products International (APPI)

DataDot and APPI have launched DataDot Theft Protection Insurance. This combined

insurance and DataDotDNA® product has been developed for the Australian and New

Zealand auto-aftermarket (retail market). The product is underwritten by Virginia

Surety (Australia).

• DataDot Taiwan

Production run-rates and sales are almost 50% higher than the same period for the

prior year.

• DataDot Taiwan has been conducting successful police engagement programs within

the construction and heavy equipment sectors.

• DataDot Thailand

DataDot Thailand launched in Bangkok at a media function on 1st October. It was a

media success, generating over 30 newspaper, television and radio news items, and

has resulted in our first orders of DataDotDNA Kits into Thailand.

November 4, 2011

Page 8: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataDot - Americas

“Project Thor” DataDots now shipped to first USA customer:

“Project Thor” DataDots – stainless steel DataDots have been shipped to a large Southern

USA electrical utility for protection of standing electrical infrastructure.

This new DataDot in its 1 mm variant, can contain a 17 digit alpha-numeric character series

(such as a motor-vehicle VIN or other customised series).

November 4, 2011

1 mm

Thor DataDots are capable of being

made from materials optimised for

their application environment.

Stainless Steel (shown left) is

resistant to heat and UV light

exposure, making it ideal for

permanent marking of exterior

assets exposed to heat, sunlight

and cold.

Page 9: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataDot Americas - Distributor Initiatives

• DataDot Dealer Services (DDDS) – auto-aftermarket distributor

DDDS has brought on two new Auto Dealer Groups and has also obtained a new

major auto dealer customer who owns over 80 dealerships.

• DataDot Mexico - distributor

DataDot Mexico has executed a supply contract with GNP Insurance Company, one of

the largest insurers in Mexico. GNP apply DataDotDNA free of charge to selected

insured vehicles.

• South America - distributors

DataDot Chile is working with the Chilean government on theft reduction programs.

DNA Security, Brazil has informed DDT it intends migrating its existing impact

stencil car marking to DataDotDNA® This is likely to amount to several hundred

thousand DataDotDNA® kits.

CarDot, Argentina took delivery of a $50,000 order of DataDotDNA® kits in July and is

commencing a program to mark cars with a large local insurer. CarDot is also

working with government on crime and theft reduction strategies involving DataDot.

November 4, 2011

Page 10: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Managing Director of Eland Cables, Mr Philip Brown:

“we are excited about developing this break-through, value-added product for the

protection against theft of electrical cables and with working with DataDot. We believe

this will result in increased sales of both companies’ products through this alliance.”

• DDUK – subsidiary

Carole Nash, the UK‟s foremost insurance broker, in conjunction with Lumley

Jacobs, has arranged for each of its motorcycle policy holders to receive a free

motorcycle DataDotDNA® kit.

DDUK has entered into a sales agreement with Eland Cables Limited for the sale of

DataDot technologies into the electrical cable market. Using a proprietary technique,

DataDotDNA® and DataTraceDNA® will be applied to electrical cables and cable

accessories.

Business development highlights

DataDot Europe - Subsidiary Initiatives

November 4, 2011

Page 11: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataDot Europe - Distributor Initiatives

• DataDot Italia - distributor

DataDot Italia is pursuing a number of initiatives with other auto OEMs and fleet

customers.

As a distributor for DataTraceDNA® DataDot Italia is working on a range of exciting

DataTraceDNA® opportunities with a number of clients.

• DNA Program Polska (Poland) - distributor

Final discussions with another vehicle manufacturer will expand the auto OEM

customers in Poland to five. Two major insurance initiatives are progressing.

November 4, 2011

Page 12: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataDot South Africa - Distributor Initiatives

• South Africa

DataDot‟s licensee, DataDot Technology South Africa (DDSA), has secured a

number of additional auto OEM customers for “Whole of Vehicle Marking” utilising

DataDotDNA®

DataDotDNA® Production capacity (provided under our licensing agreement by DDT)

has been increased (two-fold) to manage the increased volume, including the

opening of a new dedicated factory to service one major OEM in South Africa and

provide additional backup capacity to existing OEM clients and new customers.

The motor vehicle market in South Africa exceeds 600,000 vehicles per annum, of

which DDSA has gained a substantial proportion as vehicle manufacturers and

distributors prepare for mandatory whole of vehicle marking.

Currently 18 auto OEM brands have chosen DataDotDNA® for their vehicle marking

solution.

November 4, 2011

Page 13: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Global seed industry security, coating

and seed enhancement

• IntelliSeedTM,

• IntelliBright,

• Seedworx, SeedXcell, Seed enhancement products,

• IntelliGlow,

• IntelliLabel, and

• assetDNATM.

November 4, 2011

Global seed industry is US$42bn

p.a., counterfeiting of seeds

ranges from 30% to 65% in

developing countries.

Page 14: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

AgTechnix Pty Limited • AgTechnix Pty Limited (AgTechnix) has achieved initial sales,

and repeat sales of IntelliSeedTM and its advanced polymer seed

coating products into markets including Australia, India and

China.

• AgTechnix has commitments for sales in India with orders

commencing in Q2/Q3 FY11/12 in line with seed coating season.

Pilot trials continue with most of the top ten Indian seed

companies (India is the world‟s largest agricultural producer).

• AgTechnix is also working on projects in:

SE Asia: Taiwan, China, Thailand, Philippines, Malaysia and

Indonesia. Trials intended to support potential sales in a

number of these countries in FY2013.

Europe: various opportunities being pursued and headway

made with major EU based agri-business companies.

November 4, 2011

Page 15: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

• Engineered micro ceramic particles with unique tracers,

• Presence and concentration detectable by specially developed portable reader,

• Awarded prestigious DuPont “Innovation Prize” in 2008

• Featured in the Australian Technology Showcase from November 2010 onwards.

November 4, 2011

DataTraceDNA® system: A leading global solution incorporating technology developed

in association with the CSIRO.

“If terrorism did not exist,

counterfeiting would be the most

damaging criminal act of the early

21st century. Every year counterfeit

products and illegal overruns rob

companies & governments of

hundreds of billions of dollars and

counterfeit drugs & spare parts kill

thousands of people.”

The World Customs Organisation

Page 16: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataTrace DNA Pty Limited DataTrace DNA Pty Limited (DataTrace) has already achieved nearly 50%

of the last year’s revenue in Q1 FY11/12.

It is expected that last year‟s total revenues will be exceeded by late Q2 or early Q3

FY11/12.

This is due to the continuing interest in and acceptance of, DataTraceDNA® as an

effective anti-counterfeiting and authentication system by major global customers.

DataTraceDNA® is presently being trialled by a growing number of companies.

A selected list of activities during the last quarter can be found listed on the

following slides

(Please note, because DataTrace is a high security solution provider, it is often prevented by confidentiality

agreements from disclosing the names of its customers and co-operation partners)

November 4, 2011

Page 17: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataTrace DNA Pty Limited 1. A top-three European pharmaceutical company implemented DataTraceDNA®

technology for protection for one of its block-buster drugs against counterfeiting.

2. Coats plc (“Coats”), the world‟s leading industrial threads and consumer crafts

business, and VTTM Holdings LP (“VTT”), provider of “VerifiTTTM”, a unique anti-

counterfeiting technology incorporating DataTraceDNA® , have formed a joint venture

company, CoatsVTT Limited (“Coats VTT”).

CoatsVTT has been granted global rights to use VerifiTTTM technology, incorporating

DataTraceDNA® , as protection against counterfeiting and related fraudulent use of

global fashion brands in textiles, garments, apparel and related textile products.

Coats plans to use the technology in a unique traceable thread that uses the

verification properties of DataTraceDNA® to combat counterfeiting and improve chain

of custody management in the textiles industry.

November 4, 2011

Page 18: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataTrace DNA Pty Limited 3. DataDot‟s Chinese subsidiary (DDT Asia) has signed a DataTrace distribution

agreement with Centenary Limited, a Hong Kong company that packages cigarettes

for a number of Chinese tobacco companies and has a stake in eliminating

widespread counterfeiting in the Chinese tobacco industry.

4. Leading European supplier of construction materials is about to start a pilot

production trial using DataTraceDNA® material for authentication and warranty.

5. DataTraceDNA® technology has been selected by a large government-owned utility in

Asia for protection and authentication of its electric meter seals.

6. One of the global technology leaders in the bearing industry will incorporate

DataTraceDNA® into its products as a brand protection and anti-counterfeiting

initiatives.

November 4, 2011

Page 19: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataTrace DNA Pty Limited 7. Major manufacturer in the industrial assets industry in South America will introduce

DataTraceDNA® coatings as a security and warranty feature.

8. TraceCoatTM, the metal, glass and plastic coating product announced in January

2011, combining DataTrace and Surface Technology Inc.‟s technologies, is under

evaluation for proof of concept.

9. Manufacturing capacity for AuthentiCableTM, the anti-theft product for copper and

aluminium cable, is being enhanced to enable production-scale trials to commence

with cable manufacturing companies in North America.

November 4, 2011

Page 20: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights

DataTrace DNA Pty Limited 10. DataTrace is currently in the development phase to enlarge and diversify its taggants

and detection device technology.

11. Laser Induced Breakdown Spectroscopy (LIBS) authentication technology continues

to be enhanced in funded R&D projects with large corporate clients. These exciting

opportunities are in mining services, for the identification of ore versus waste and in

building materials for life-cycle management, quality control and identification.

November 4, 2011

Page 21: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

Business development highlights DataTrace & Relegen P/L – Customs and Border Protection

November 4, 2011

Photo: Customs & Border Protection

Real-time armoury tracking capabilities for Australian Customs

AT A GLANCE: Benefits

Customer

Australian Customs and Border Protection Service Benefits

The ability to track assets uniquely and a real-time view of

all assets in the armouries and in service

Increased staff productivity managing a considerable

arsenal of weaponry and protective equipment

Enhanced safety by ensuring officers are issued the

correct equipment, in proper working order

Improved security with proof of ownership and early

detection of missing weapons

Improved life-cycle management of assets for inspection,

maintenance, repair or replacement

See the full story on DDT Website:

www.datadotdna.com/au/datatrace_applications.php

Objective

Real-time views of all assets in multiple armouries and in

service with Customs Officers

Solution

• assetDNA software from Relegen

• assetDNA intelligent multi-layer tagging solutions from

Relegen

• RFID technology from HID Global

DataTraceDNA® from DataDot Technology

Implementation services from Relegen

Page 22: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

New Global Sales Director

Ritchie Bloomfield

DataDot Technology Limited has appointed a Global Sales Director

Mr Ritchie Bloomfield.

Ritchie has over 15 years experience in senior operations, sales, marketing and business

development roles in technology-based organisations.

He was previously Vice-President, Sales and Marketing for Cap-XX, a world-leading

provider of high power, high energy super-capacitors.

Ritchie commenced employment on 24th October 2011.

November 4, 2011

Page 23: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

New European Sales Director

Andrew Winfield

DataDot Technology Limited‟s European subsidiary, DataDot Technology (UK) Limited

(DDUK) has appointed a European Sales Director, Mr Andrew Winfield.

Andrew has extensive international distributor management and direct sales experience

in a variety of industries including transport, oil and gas, water, agriculture and renewable

energy, coupled with a sound technical background. Andrew was previously Export

Sales Manager for Permastore Limited, a UK based provider of worldwide containment

solutions. Andrew will commence in 14th November 2011.

Phil Kibler (MD – DDUK)

Phil Kibler, Managing Director of DDUK since 2002, will retire effective 31st December

2011, but will take a part-time consultancy role with DDUK in 2012.

November 4, 2011

Page 24: CEO Presentation 2011 AGM 4 November 2011 · • Launch of a new program combining DataDot DNA ® bicycle theft prevention kits with a new Assa-Abloy Lockwood branded bicycle-lock

DataDot - Awards & Recognition

November 4, 2011

• NAB Agribusiness Award for Excellence – Technology &

Innovation Award (2010)

• DuPont Innovation Award – Agriculture & Food

Production (2010/11)

• Ag Innovation Showcase, St. Louis, USA (May 2011)

• Featured in Australian Technology Showcase