NewSat Limited ASX Spotlight Conference 2013 5/23/2013 1
NewSat overview NewSat is Australia’s largest pure -play satellite communications company • NewSat provides remote and temporary sites with fast, secure and reliable internet, voice, data and video communications via satellite • NewSat has grown from a “solutions provider” into a “teleport operator”, and through the Jabiru Satellite Program, NewSat will become a global “satellite operator” • NewSat has the rights to 8 premium orbital slots and its first satellite, Jabiru-1, will launch in 2015 5/23/2013 3
Experienced management team Adrian Ballintine Michael Hewins David Ball Founder and CEO Chief Operating Officer Chief Technology Officer >30 years of global technology >30 years of executive management >20 years of experience in satellite experience experience in global space industry and communication sectors Satellite Experience: Satellite Experience: Satellite Experience: AON / International Space Brokers Intelsat (Managing Director Asia 2011 Teleport Executive of the Year (Chief Commercial Officer), Pacific), PanAmSat and Director of the World Teleport Arianespace Association >30 years corporate law >25 years experience in the telco experience including capital William Corporate Andrew and technology sectors, including raising, commercial financing, SVP – Global Sales Abbott Counsel Matlock at Calcomp Inc. (division of corporate governance, Lockheed Martin) compliance and enforcement >10 years financial sector >30 years global ICT and satellite Chief Financial experience at Mike VP – Satellite Strategy experience with Telecom NZ, Adam Shapiro Officer / PriceWaterhouseCoopers and Kenneally Optus, Telstra, Lockheed Martin Company Secretary Ernst & Young in assurance and advisory >10 years marketing and 25 years experience in satellite communications experience, Len VP – Engineering Merv SVP – Marketing & operations with including Telstra and Crazy McGoldrick & Operations Kuek Communications John ’ s (subsidiary of Vodafone SES New Skies, British Telecom Australia) 5/23/2013 4
Current teleport business NewSat own and operate two Australian teleports that provide coverage to 75% of the globe Adelaide teleport (South Australia) • 11 antennas ranging from 2.4 to 13 metres in size • Up-linking to 8 geostationary satellites across C- and Ku-band • Interconnected to terrestrial fibre networks and internet backbone • Secure Global Access Point supporting certified classified networks to ensure the transmission of vital and sensitive information for government and enterprise clients • 24 x 7 x 365 on-site Network Operations Centre Perth teleport (Western Australia) • 12 antennas ranging from 2.4 to 13 metres in size • Up-linking to 9 geostationary satellites across C- and Ku-band • Interconnected to terrestrial fibre networks and internet backbone • 24 x 7 x 365 on-site Network Operations Centre 5/23/2013 5
Balance sheet structure As at 31 Dec 2012 Proforma 31 Dec 2012 (post raise) Assets: $112.7M $234M* Liabilities: $44.7M $59M* Equity: $70.0M $175M* No of shares on Issue: 233,052,157 515,708,507 Market Capitalisation: $121M $220M *This information is based on the unaudited Statement of Financial Position (Pro Forma Balance Sheet) contained in the NewSat Ltd prospectus dated 25 February 2013. It shows the effect of the Equity Funding *The Pro Forma Balance Sheet is intended to be illustrative only and will not reflect the actual position and balances as at the date of the Prospectus or at the completion of the Equity Funding. 5/23/2013 6
Orbital slots – A key asset 180 geostationary orbital slots in the world NewSat has acquired 8 premium orbital slots in perpetuity These are expected to increase in value over time You cannot launch a satellite without an orbital slot Able to launch multiple satellites in each slot 5/23/2013 7
Jabiru-1 is a highly flexible satellite Jabiru-1 Overview Ka-Band Capacity Overview 24 Spot Beams 8.3GHz capacity: one of the largest commercial Concentrates power in a specific location communication satellites -7.6GHz Ka-band Allow same frequency transmissions in other -648MHz Ku-band locations Ka-band is proven technology Potential to switch 5 spot beams into high demand -Ka-band satellites have been operating for regions to provide additional capacity >10 years. Number of Ka-band satellites has steadily increased in the last 5 years 3 Regional Beams Highly flexible payload: spot, regional and steerable beams Coverage tailored to serve coastlines or specific areas without including unwanted regions Currently under construction by Lockheed Martin Launch date scheduled for mid 2015 Wider coverage than traditional Ka-band spot beams Capacity Breakdown (MHz) Ka-band: 2 Steerable Beams Ku-band steerable beams Ability to position coverage in areas of high demand anywhere on the visible earth 8% 8% Ka-band: regional beams 19% 65% Ka-band: 5/23/2013 8 spot beams
Exposure to high growth markets Middle East (1) Worldwide Total Population: 227 million (4) Total Population: 7.0 billion (4) 3G Mobile Penetration Internet Penetration 3G Mobile Penetration Internet Penetration 11% 16% 24% 30% North-East Africa (2) South-West Asia (3) Total Population: 376 million (4) Total Population: 267 million (4 ) 3G Mobile Penetration Internet Penetration 3G Mobile Penetration Internet Penetration 4% 0.3% 14% 15% Satellite offers effective, low-cost carriage in NewSat's target markets, which have minimal fixed network infrastructure, and low 3G mobile and internet penetration Note: Source Euromonitor International 2012, Informa, ITU Values shown are for 2011 (except internet penetration for 2010) 1. Includes Armenia, Azerbaijan, Cyprus, Iran, Iraq, Israel, Jordan, Kuwait, Lebanon, Oman, Saudi Arabia, Syria, United Arab Emirates and Yemen 2. Includes Burundi, Central African Republic, Chad, Democratic Republic of Congo, Djibouti, Egypt, Eritrea, Kenya, Libya, Rwanda, Somalia, Sudan, Tanzania and Uganda 3. Includes Afghanistan, Kyrgyzstan, Pakistan, Tajikistan, Turkmenistan and Uzbekistan 5/23/2013 9 4. CIA World Factbook, as at 4 February 2013
Growth in emerging markets and Ka-band Historical Transponder Usage by Region (1) Global Capacity Demand by Frequency Band Source Euroconsult 10 5/23/2013 Note: 1. Excludes multispot beam Ka-band demand, which has been relatively small historically 2. 36MHz transponder equivalents
Ka-band is supplementary Ka-band capacity can operate adjacent to C- and Ku-band frequencies with no interference C-Band Ku-Band Ka-Band (4-8GHz) (12-18GHz) (26-40GHz) Widely used Higher power transmission Offers high capacity bandwidth at already occupied satellite positions Broad footprint More focused beams Greatest user flexibility Least rain fade Some rain fade / signal attenuation issues Smaller end-user antenna Reliable low bandwidth Spectrum saturated Higher frequency Interference from terrestrial systems New spectrum available Larger earth station antenna required Some rain fade / signal attenuation New spectrum unavailable issues at the surface Uses Uses Uses Full-time TV distribution Direct-to-home (DTH) television Fixed and broadcast services Contribution feeds Satellite news gathering Backhaul and VSAT Backhaul and VSAT Fixed and broadcast services Enterprise communication networks Backhaul and VSAT Military applications Enterprise communication networks High throughput satellite (HTS) applications Military applications Aeronautical & mobility applications Aeronautical & mobility applications 5/23/2013 11
Competitors 5/23/2013 12
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