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Investor Presentaiton

Transaction overview RETAIL FOOD GROUP RFG is undertaking a $47.4m debt and equity recapitalisation to: 1. Reset and strengthen the Company's balance sheet; and 2. Pursue core business and inorganic growth opportunities. $47.4m debt and equity recapitalisation (‘Transaction') Equity raise: $27.4m ⚫ RFG is pleased to announce the successful completion of a placement and launch of a share purchase plan for approximately $27.4m of new fully paid ordinary shares in the Company ('New Shares') via: - $24.9m placement to sophisticated and professional investors within RFG's current placement capacity under ASX Listing Rule 7.1 ('Placement'); and RFG will also offer existing and eligible RFG shareholders in Australia and New Zealand the opportunity to participate in the capital raising via a share purchase plan to raise approximately $2.5m (subject to Directors determining in their absolute discretion to accept oversubscriptions subject to the ASX Listing Rules and ASIC Corporations (Share and Interest Purchase Plans) Instrument 2019/547) ('SPP') (collectively the 'Offer') Debt raise: $20.0m ⚫ RFG has signed a binding term sheet to secure a new $20.0m debt facility with Washington H. Soul Pattinson and Company Limited ('WHSP') ('New Debt Facility'). • Drawdown of the New Debt Facility remains subject to negotiation and execution of full form binding facility documentation. • Targeted drawdown of the New Debt Facility to occur in c.4 weeks. Page 5 Funding uses 01 Reset and strengthen balance sheet Anticipated benefits of the Transaction: Early refinance of existing debt to minimise refinance risk in uncertain credit markets. Replace existing no longer fit-for-purpose amortising facility. Improve cash flow with non-amortising facility. Allows Management to increase focus on growth going forward. Materially reduce leverage and maintain balance sheet flexibility. 02 Pursue core business and inorganic growth opportunities Capitalise on tailwinds in core brands through execution of "capital light" growth opportunities. ACCC resolution removes significant uncertainty and constraints on RFG's ability to deploy capital into growth. Explore inorganic opportunities with attractive returns.
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