IDL 0.00% $1.27 industrea limited

latest investor preso : a compelling read

  1. 1,732 Posts.
    IDL is one I like and they sure put together a great investor presentation. This one "Acquisition of Huddy’s & Investor Presentation" was released via ASX yesterday but I could only access it today:- it's a compelling read.

    Here are some highlights:
    Current key contracts / recent wins / competitive positioning:

    HUDDYS
    • Huddy’s has a strong presence in the Mt Isa
    region
    – the business has over 220 permanent and contract
    staff
    – extensive fleet of machinery, comprising
    predominantly low-hour dozers, excavators, loaders,
    graders and other earthmoving equipment and offhighway
    trucks
    • Majority of fleet is Caterpillar, Hitachi and
    Komatsu
    • Significant investment in rail and port
    infrastructure will increase number of projects
    • The primary driver for Huddy’s earnings is the
    demand for integrated mining

    WADAM
    • One of several coal mining product distribution businesses in
    China
    • WADAM has competitive advantages
    – c.15 years of relationships with major Chinese coal
    producers
    – most staff are qualified engineers
    • WADAM has recently been successful in securing staff from
    competitors
    • Increased Chinese focus on safety and productivity equipment

    IME
    Current key contracts / recent wins:
    • Anglo Coal
    – $16.9m contract win
    – comprises 9 x 70t longwall vehicles
    • WADAM
    – 9 units currently under manufacture
    • Other Chinese orders
    – 4 x 40t chock carriers
    • Allied Brambles

    AMT
    Current key contracts / recent wins:
    CAS CAM
    • Anglo Coal (Qld)
    • Anglo Coal (Sth America)
    • Various other South American, South African and
    Indonesian opportunities
    • PT Inco (CVRD)
    DGS
    • Valley Longwall
    • Anglo (South Africa)
    • Russia
    • North America

    PJ BERRIMAN
    • Clear market leader
    – c.75% market share in Australian underground
    coal mines
    • In addition to significant service revenue, current
    orders for 9 x PJB mine cruisers
    • Initial order to China market supplying 6 vehicles
    initially
    – total of 29 vehicles over 24 months

    Some funny buggers accumulating at the moment, making the chart look dodgy. But one to keep an eye on.

 
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