Somero (SOM) Invester presentation June 2017

Somero plc manufacture and sell laser screed machines used for concreting floors. Presentation by CEO, Jack Cooney, and CFO, John Yuncza.

Audio and slides only.

Jack Cooney, CEO:

Why laser screed? – 00:16
Somero unique selling points – 00:49
Training & client support – 3:00
A Somero customer – 5:50
Applications of laser screed – 6:45
End users – 7:31
The important of specifications by multinationals – 10:10
Key differentiators – 11:28
Competition – 12:33
The machines – 14:30
Reconditioned machines – 17:27

John Yuncza, CFO:

Financial highlights – 9:12
Operational highlights – 20:50
Sales by territory – 22:48
Sales by product – 23:38
Operating results – 24:27
Balance sheet – 26:36
Cash flow – 27:25
Current trading and outlook – 28:00

Q&A – 33:25

After sales revenues? 33:29
Political uncertainty in trading update? – 35:07
How has the year been going? – 37:28
Sales in Asia? – 39:07
Equipment finance options? – 41:43
Sales to equipment rental companies? – 43:18
Finance currency? – 45:49
European sales? – 46:20
Operating expense & revenue? – 47:58
Fixed & variable costs? – 49:30
Weather? – 50:15

 

Presentation Slides can be downloaded here. (will open in a new window)

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