latest investor preso : a compelling read

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.