Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

LCC ASIA PACIFIC engineering. mining services & contractors chart pack june 2019

79 views

Published on

LCC Asia Pacific has updated its chart pack on performance of constituents in the Australian Engineering, Contracting & Services Sectors. This is updated regularly and shows various metrics including short and long term performance of constituents and als othe ongoing performance of LCC's proprietary Index that covers this important industry sector

Published in: Engineering
  • Be the first to comment

  • Be the first to like this

LCC ASIA PACIFIC engineering. mining services & contractors chart pack june 2019

  1. 1. 18 June 2019 Page | 1 CONFIDENTIAL DOCUMENT WINNER BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR The M&A Advisor Awards, 11th International M&A Awards 2019, New York LCC CHART PACK LCC ASIA PACIFIC - A HIGH PERFORMANCE ADVISORY & CONSULTING FIRM Australian Engineering & Mining Services Companies 1H2019
  2. 2. 18 June 2019 Page | 2 WINNER BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR The M&A Advisor Awards, 11th International M&A Awards 2019, New York LCC Australian Contractors & Service Providers Index® 1
  3. 3. 18 June 2019 Page | 3 LCC Australian Contractors & Service Providers Index® LCC CHART PACK The LCC Australian Contractors & Service Providers Index® has broadly tracked the ASX200 for YTD CY2019 Source: Thomson Reuters Eikon 2019 YTD Performance 3-Year Performance LCC had in 1H19 commenced producing a specialist weighted index of more than 50 Australian public companies within the engineering, mining services and contracting sectors to complement and deepen our commitment to the industry. The Index carries the Australian registered trade mark “LCC Australian Contractors & Services Providers Index”. The LCCACSPI Index® highlights the strong market recovery of the constituents since mid-2016 (after underperforming from 2011 to 2016) The LCCACSPI Index has broadly tracked the ASX200 for YTD CY2019 85% 90% 95% 100% 105% 110% 115% 120% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 LCC ACSPI Index ASX 200 80% 100% 120% 140% 160% 180% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 LCC ACSPI Index ASX 200
  4. 4. 18 June 2019 Page | 4 YTD CY2019 Performance LCC CHART PACK Winners and Laggards (YTD CY2019). The ASX 200 has posted a healthy return of 15.7% YTD (on the back of increased market speculation of global monetary policy easing) Source: Thomson Reuters Eikon 75.0% 62.5% 61.5% 57.3% 50.0% 49.3% 46.0% 45.0% 41.6% 39.2% 37.1% 33.3% 30.3% 26.8% 19.5% 19.4% 15.7% 12.9% 10.4% 9.8% 9.6% 9.1% 5.6% 3.6% 3.4% 2.8% 0.0% 0.0% 0.0% 0.0% 0.0% (2.2%) (4.0%) (5.6%) (5.7%) (6.3%) (7.1%) (7.9%) (8.7%) (9.3%) (10.0%) (10.9%) (12.0%) (12.5%) (13.0%) (13.0%) (14.9%) (21.3%) (23.3%) (24.8%) (25.0%) (25.0%) (28.6%) (36.4%) (38.2%) (42.7%) (51.7%) (62.4%) (100.0%) (80.0%) (60.0%) (40.0%) (20.0%) 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% AerisEnvironmentalLtd AustalLtd LogiCammsLtd NRWHoldingsLtd BoartLongyearLtd ZicomGroupLtd ServiceStreamLtd MitchellServicesLtd MonadelphousGroupLtd JohnsLyngGroupLtd GoodmanGroup VDMGroupLtd AusdrillLtd DecmilGroupLtd WorleyParsonsLtd ThreatProtectAustraliaLtd ASX200 MMAOffshoreLtd LendLeaseGroup SMLCorporationLtd MACALtd HillsLtd VEEMLtd CIMICGroupLtd ALSLtd DownerEDILtd BoomLogisticsLtd BSALtd LycopodiumLtd PrimeroGroupLtd ImdexLtd EmecoHoldingsLtd RPMGlobalHoldingsLtd BabylonPump&PowerLtd SaundersInternationalLtd MineralResourcesLtd FleetwoodCorpLtd AustinEngineeringLtd SwickMiningServicesLtd MacmahonHoldingsLtd CardnoLtd ValmecLtd SRGGlobalLtd SouthernCrossElectricalEngineeringLtd CivmecLtd NeptuneMarineServicesLtd EngencoLtd MastermyneGroupLtd MillenniumServicesGroupLtd GREngineeringServicesLtd MatrixComposites&EngineeringLtd UrbanisecomLtd EnevisLtd ResourceDevelopmentGroupLtd AcrowFormworkandConstructionServices VerisLtd TempoAustraliaLtd AJLucasGroupLtd ASX200 Index
  5. 5. 18 June 2019 Page | 5 WINNER BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR The M&A Advisor Awards, 11th International M&A Awards 2019, New York Engineering Services Companies 2
  6. 6. 18 June 2019 Page | 6 Engineering Services Companies LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 AJ Lucas Group Ltd 0% 50% 100% 150% 200% 250% 300% 350% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 AJ Lucas Group Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Boom Logistics Ltd 0% 50% 100% 150% 200% 250% 300% 350% 400% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Boom Logistics Ltd
  7. 7. 18 June 2019 Page | 7 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 BSA Ltd 0% 50% 100% 150% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 BSA Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Cardno Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Cardno Ltd
  8. 8. 18 June 2019 Page | 8 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 85% 90% 95% 100% 105% 110% 115% 120% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 CIMIC Group Ltd 0% 20% 40% 60% 80% 100% 120% 140% 160% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 CIMIC Group Ltd 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Decmil Group Ltd 0% 50% 100% 150% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Decmil Group Ltd
  9. 9. 18 June 2019 Page | 9 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Downer EDI Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Downer EDI Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Engenco Ltd 0% 100% 200% 300% 400% 500% 600% 700% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Engenco Ltd
  10. 10. 18 June 2019 Page | 10 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Fleetwood Corp Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Fleetwood Corp Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 GR Engineering Services Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 GR Engineering Services Ltd
  11. 11. 18 June 2019 Page | 11 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 50% 100% 150% 200% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 LogiCamms Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 LogiCamms Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 LendLease Group 0% 50% 100% 150% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 LendLease Group
  12. 12. 18 June 2019 Page | 12 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Lycopodium Ltd 0% 50% 100% 150% 200% 250% 300% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Lycopodium Ltd 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Monadelphous Group Ltd 0% 50% 100% 150% 200% 250% 300% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Monadelphous Group Ltd
  13. 13. 18 June 2019 Page | 13 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Resource Development Group Ltd 0% 50% 100% 150% 200% 250% 300% 350% 400% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Resource Development Group Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Saunders International Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Saunders International Ltd
  14. 14. 18 June 2019 Page | 14 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 SRG Global Ltd 0% 50% 100% 150% 200% 250% 300% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 SRG Global Ltd 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Service Stream Ltd 0% 50% 100% 150% 200% 250% 300% 350% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Service Stream Ltd
  15. 15. 18 June 2019 Page | 15 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Southern Cross Electrical Engineering Ltd 0% 50% 100% 150% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Southern Cross Electrical Engineering Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 SML Corporation Ltd 0% 50% 100% 150% 200% 250% 300% 350% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 SML Corporation Ltd
  16. 16. 18 June 2019 Page | 16 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Tempo Australia Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Tempo Australia Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Valmec Ltd 0% 50% 100% 150% 200% 250% 300% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Valmec Ltd
  17. 17. 18 June 2019 Page | 17 Engineering Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 2019 YTD Share Price Performance 3-Year Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Veris Ltd 0% 50% 100% 150% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Veris Ltd 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 WorleyParsons Ltd 0% 50% 100% 150% 200% 250% 300% 350% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 WorleyParsons Ltd
  18. 18. 18 June 2019 Page | 18 WINNER BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR The M&A Advisor Awards, 11th International M&A Awards 2019, New York Mining Services Companies 2
  19. 19. 18 June 2019 Page | 19 Mining Services Companies LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Ausdrill Ltd 0% 100% 200% 300% 400% 500% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Ausdrill Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Austin Engineering Ltd 0% 50% 100% 150% 200% 250% 300% 350% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Austin Engineering Ltd
  20. 20. 18 June 2019 Page | 20 Mining Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Boart Longyear Ltd 0% 50% 100% 150% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Boart Longyear Ltd 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Emeco Holdings Ltd 0% 200% 400% 600% 800% 1000% 1200% 1400% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Emeco Holdings Ltd
  21. 21. 18 June 2019 Page | 21 Mining Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Imdex Ltd 0% 100% 200% 300% 400% 500% 600% 700% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Imdex Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Macmahon Holdings Ltd 0% 50% 100% 150% 200% 250% 300% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Macmahon Holdings Ltd
  22. 22. 18 June 2019 Page | 22 Mining Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Mineral Resources Ltd 0% 50% 100% 150% 200% 250% 300% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Mineral Resources Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 MACA Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 MACA Ltd
  23. 23. 18 June 2019 Page | 23 Mining Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 50% 100% 150% 200% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Mitchell Services Ltd 0% 100% 200% 300% 400% 500% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Mitchell Services Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Mastermyne Group Ltd 0% 200% 400% 600% 800% 1000% 1200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Mastermyne Group Ltd
  24. 24. 18 June 2019 Page | 24 Mining Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 50% 100% 150% 200% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 NRW Holdings Ltd 0% 500% 1000% 1500% 2000% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 NRW Holdings Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 RPMGlobal Holdings Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 RPMGlobal Holdings Ltd
  25. 25. 18 June 2019 Page | 25 Mining Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Swick Mining Services Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Swick Mining Services Ltd
  26. 26. 18 June 2019 Page | 26 WINNER BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR The M&A Advisor Awards, 11th International M&A Awards 2019, New York Marine Services Companies 3
  27. 27. 18 June 2019 Page | 27 Marine Services Companies LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 50% 100% 150% 200% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Austal Ltd 0% 50% 100% 150% 200% 250% 300% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Austal Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Matrix Composites & Engineering Ltd 0% 50% 100% 150% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Matrix Composites & Engineering Ltd
  28. 28. 18 June 2019 Page | 28 Marine Services Companies LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 MMA Offshore Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 MMA Offshore Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Neptune Marine Services Ltd 0% 20% 40% 60% 80% 100% 120% 140% 160% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Neptune Marine Services Ltd
  29. 29. 18 June 2019 Page | 29 Marine Services Companies LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 50% 100% 150% 200% 250% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Zicom Group Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Zicom Group Ltd
  30. 30. 18 June 2019 Page | 30 WINNER BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR The M&A Advisor Awards, 11th International M&A Awards 2019, New York Facilities Management & Services Companies 4
  31. 31. 18 June 2019 Page | 31 Facilities Management & Services Companies LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 50% 100% 150% 200% 250% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Aeris Environmental Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Aeris Environmental Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 ALS Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 ALS Ltd
  32. 32. 18 June 2019 Page | 32 Facilities Management & Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Goodman Group 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Goodman Group 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Hills Ltd 0% 50% 100% 150% 200% 250% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Hills Ltd
  33. 33. 18 June 2019 Page | 33 Facilities Management & Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% 160% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Millennium Services Group Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Millennium Services Group Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Threat Protect Australia Ltd 0% 50% 100% 150% 200% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Threat Protect Australia Ltd
  34. 34. 18 June 2019 Page | 34 Facilities Management & Services Companies (cont’d) LCC CHART PACK 2019 YTD has seen mixed performance across the sector Source: Thomson Reuters Eikon 3-Year Share Price Performance2019 YTD Share Price Performance 0% 20% 40% 60% 80% 100% 120% 140% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 ASX200 Urbanise com Ltd 0% 20% 40% 60% 80% 100% 120% 140% Jun-16 Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Jun-19 ASX200 Urbanise com Ltd
  35. 35. 18 June 2019 Page | 35 WINNER BOUTIQUE INVESTMENT BANKING FIRM OF THE YEAR The M&A Advisor Awards, 11th International M&A Awards 2019, New York Contact Details 5
  36. 36. 18 June 2019 Page | 36 IMPORTANT INFORMATION: This presentation (‘Presentation’) has been drafted by LCC Asia Pacific Pty Limited and/or its affiliates (together, “LCC®”) for the exclusive use of the party to whom LCC delivers this presentation (the “Recipient”) using information provided from a variety of sources, including publicly available information and potentially information from the Recipient. You acknowledge and agree LCC has not independently verified the information contained in this Presentation, nor does LCC make any representation or warranty, either express or implied, as to the accuracy, completeness or reliability of the information contained in this Presentation. This Presentation should not be regarded by the Recipient as a substitute for the exercise of its own judgment, and the Recipient is expected to rely on its own due diligence, including separate legal, tax and accounting, if it wishes to proceed further in relation to any transaction concept outlined in this Presentation. The indicative valuations, forecasts, estimates, opinions and projections contained in this Presentation involve elements of subjective judgment and analysis. They are based on facts and data that are often subject to rapid change. Any opinions expressed in this material are subject to change without notice. This Presentation may contain forward-looking statements, included those reported by various Companies. LCC undertakes no obligation to update these forward-looking statements for events or circumstances that occur subsequent to such dates or to update or keep current any of the information contained in this Presentation. Any estimates or projections as to events that occur in the future (including projections of revenue, expense, net income and stock performance) are based upon the best judgment of LCC from the information provided by the Recipient and other publicly available as of the date of this presentation. Any statements, estimates or projections as to LCC’s fees or other pricing are accurate only as at the date of this presentation. There is no guarantee that any of these estimates or projections will be achieved. Actual results will vary from the projections and such variations may be material. Nothing contained in this Presentation is, or shall be relied upon as, a promise or presentation as to the past or the future. LCC, its affiliates, directors, employees and/or agents expressly disclaim any and all liability relating or resulting from inaccurate or incomplete information and the use or reliance of all or any part of this Presentation or any of the information contained within this Presentation. By accepting this Presentation, the Recipient acknowledges and agrees that LCC will at all times act as an independent contractor on an arm’s-length basis and will not act in any other capacity, including in a fiduciary capacity, with respect to the Recipient. LCC may provide services to any member of the same group as the Recipient or any other entity or person (a “Third Party”), engage in any transaction (on its own account or otherwise) with respect to the Recipient or a Third Party, or act in relation to any matter for itself or any Third Party, notwithstanding that such services, transactions or actions may be adverse to the Recipient or any member of its group, and LCC may retain for its own benefit any related remuneration or profit. This Presentation has been prepared solely for informational purposes and is not to be constructed as a solicitation or an offer to buy or sell any securities or related financial instruments. The Recipient should not construe the contents of this presentation as legal, tax, accounting or investment advice or a recommendation. The Recipient should consult its own counsel, tax and financial advisors as to legal and related matters concerning any transaction described in this Presentation. This Presentation does not purport to be all-inclusive or to contain all of the information that the Recipient may require. No investment, divestment or other financial decisions or actions should be based solely on the information in this Presentation. This presentation has been prepared on a confidential basis solely for the use and benefit of the Recipient. Distribution of this presentation to any person other than the Recipient and those persons retained to advice the Recipient, who agree to maintain the confidentiality of this material and be bound by the limitations outlined herein, is not authorized by LCC. LCC specifically prohibits the redistribution or reproduction of this material in whole or in part without the written permission of LCC and LCC accepts no liability whatsoever for the actions of third parties in this respect. LCC holds a series of registered trademarks & applications in the United States of America and Australia to protect its intellectual property, including “LCC” and “Deal Craft™”. Examples of regional engagements detailed in this Presentation are typically advisory or consulting in style, or involve an Australian company that is either seeking to expand into a market or has assets within that market. Today LCC is a licensed wholesale securities dealer in Australia only SYDNEY Aurora Place Suite 3, Level 39 88 Phillip Street Sydney NSW 2000 AUSTRALIA T: +612 9262 2121 F: +612 8088 1239 All Correspondence PO BOX 441 Rose Bay NSW 2029 BRISBANE Waterfront Place Level 19 1 Eagle Street Brisbane QLD 4000 AUSTRALIA T: + 617 33 600 215 LCCASIAPACIFIC.COM SYDNEY | BRISBANE | NEW YORK AFSL 278054 ACN 105 807 645 Initial Contacts to: Australian & North American Contact Details NEW YORK The Seagram Building Suite 2607 375 Park Avenue New York City NY 10152 USA T: +1 212 634 6849 LCC ASIA PACIFIC - A HIGH PERFORMANCE ADVISORY & CONSULTING FIRM Nicholas Assef Principal & Founder naa@lccapac.com Simon Koay Associate Director sxk@lccapac.com

×