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A U I 2017 ANNUAL GENERAL MEETING $M 45.0 $43.7M $42.0M $41.9M - PowerPoint PPT Presentation

May 13, 2023 •339 likes •455 views

A U I 2017 ANNUAL GENERAL MEETING $M 45.0 $43.7M $42.0M $41.9M 40.0 $39.1M 35.0 $34.3M 30.0 25.0 2013 2014 2015 2016 2017 * Adjusted for Bonus element in Rights Issue 40.0 37.7 * 35.0 35.5 35.3 35.0 * 31.7 30.0 * 25.0

  1. A U I 2017 ANNUAL GENERAL MEETING

  2. $M 45.0 $43.7M $42.0M $41.9M 40.0 $39.1M 35.0 $34.3M 30.0 25.0 2013 2014 2015 2016 2017 * Adjusted for Bonus element in Rights Issue

  3. 40.0 37.7 * 35.0 35.5 35.3 35.0 * 31.7 30.0 * 25.0 20.0 2013 2014 2015 2016 2017 * Adjusted for Bonus element in Rights Issue

  4. 40.0 Dividend increased or held steady for the last 23 years 35.0 34.0 34.0 33.4 30.0 31.5 * * 29.0 25.0 * 20.0 2013 2014 2015 2016 2017 * Adjusted for Bonus element in Rights Issue

  5. 2017 2016 Operating Expenses 0.10% 0.10% Bank Borrowings $130M $122M Cash on Hand $53M $27M Interest Cover 10.1 times 9.8 times NTA after Provision for Dividend $8.39 $7.39

  6. 1,500 AUI AUI NTA Share Price Index Years % p.a. % p.a. % p.a. 1 18.0 18.4 14.1 1,000 3 4.9 4.8 6.6 5 11.3 13.0 11.8 10 3.2 3.5 3.6 500 Jun-07 Jun-09 Jun-11 Jun-13 Jun-15 Jun-17 AUI NTA Accumulation AUI Share Price Accumulation S&P/ASX 200 Accumulation Source: Evans & Partners

  7. CBA 9% ANZ 7% Westpac Other 6% 58% NAB 6% Wesfarmers 5% CSL 5% DUI 4%

  8. Small Cap Funds Other Cash & Other 1.5% 4.5% Deposits Infrastructure & Financials & 5% Transport Insurance 41% 10% Healthcare 11% Consumer 12% Resources 15%

  9. Main Purchases and Sales since 30 June 2017 PURCHASES SALES • Challenger Ltd • No sales • Macquarie Atlas Roads Group

  10. Infrastructure & Small Cap Funds Cash & Other Other Financials & Transport 2% Deposits 4% Insurance 4% 10% 41% Healthcare 11% Consumer Resources 12% 16%

  11. A U I 2017 ANNUAL GENERAL MEETING

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