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

LCC Asia Pacific Corporate Finance
LCC Asia Pacific Corporate FinanceLCC Asia Pacific Corporate Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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.
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SYDNEY
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All Correspondence
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LCC ASIA PACIFIC - A HIGH PERFORMANCE ADVISORY & CONSULTING FIRM
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naa@lccapac.com
Simon Koay
Associate Director
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LCC ASIA PACIFIC engineering. mining services & contractors chart pack june 2019

  • 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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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