Investor Presentaiton
CORONAVIRUS
The extent of the impact will be determined by the following:
■ Asset or Non - Asset Based - Capital equipment, warehouses, commercial trucks and trailers.
■Industry Exposure - Apparel, alcohol, airlines and tourism severely impacted.
■ Trade Lanes - Asia Pacific back to normal, they are exporters/suppliers of PPE and related commodities.
■ Cash Flows/Retained Earnings - South Africa moved from recession into 'lockdown'.
■ Government Support - Re-payable loans vs grants/subsidies that are not repayable.
Wins during this period, include:
■ Resilience - offshore holding their own, South Africa proving to be challenge.
■ Innovation - New markets, new business models (aircraft charters, PPE, e-commerce).
■ Internal Focus - Workflow process automation and further re-structuring of the South African business.
■ Remote work-stations - A workable reality, less than half the current office space in SA is required.View entire presentation