2 0

201 Risin
R ng Sttarss
Miicroequ
uitie
es Conf
C fere
ence
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 2010 RISING STARS MICROCAP CONFERENCE
Thursday 10 of June 2010 / Level 4– Room 1/ SYDNEY HILTON (488 George St, NSW 2000)

AGENDA

MORNING SESSION

9:00-9:50 h. SILVER CHEF (ASX SIV) Allan English (CEO)

Charles Gregory (COO)

9:50-10:30 h. KONEKT LIMITED (ASX KKT) Serhat Oguz (CEO)

10:30-11:00 h MORNING COFFEE BREAK

11:00-11:40 h CLOVER CORPORATION (ASX CLV) Dr. Ian Brown (CEO)

11:40-12:20 h BIGAIR LIMITED (ASX BGL) Jason Ashton (Co-CEO)

12:20-13:30 h LUNCH BUFFET

AFTERNOON SESSION

13:30-14:10 h. CASH CONVERTERS INTERNATIONAL Ralph Groom (CFO)

(ASX CCV)

14:10-14:50 h. MANACCOM CORPORATION (ASX MNL) Mike Veverka (CEO)

14:50-15:20 h AFTERNOON COFEE BREAK

15:20-16:00 h PATTIES FOODS LTD (ASX PFL) Greg Bourke (CEO)

16:00-16:40 h XRF SCIENTIFIC LIMITED (ASX XRF) Terry Sweet (CEO)

.

www.microequities.com.au
 2010 RISING STARS MICROCAP CONFERENCE

PROFILES

EVENT ORGANISER

Microequities is a specialised Microcap asset manager. Established in 2005 as an independent

investment research house devoted to Microcaps. Microequities expanded into funds
management in early 2009 by launching our flagship Deep Value Microcap Fund.

Why us? Microequities' investment managers and analysts operate uniquely within the Microcap
asset class. This asset class offers investors access to Australian companies with an attractive
growth profile. However, it also necessitates a systematic and process driven research approach
to investing. We are uniquely positioned within the Microcap asset class and posses research
capabilities, deep knowledge and experience within the Microcap space. Our value-growth
approach, coupled with a long term investment strategy, provides us with an investment ethos
that is particularly well suited to Microcap investing.

The Deep Value Microcap Fund: Launched in March 2009, is a high conviction, value growth
Fund that seeks to identify and invest in growing, profitable undervalued companies. The Fund
does not have a broad based approach to investment. It maintains concentrated holdings in what
we consider the most compelling companies within the Microcap asset class with the most
attractive risk/reward metrics. The fund has returned 83% since inception (net of fees) compared
to 43.12% for the All Ords Index.

Carlos Gil (CIO) / cgil@microequities.com.au / +61 2 9231 6169

EVENT SPONSOR

Fortbridge Consulting is a media and investor relations firm representing publicly listed
companies. Fortbridge works with their clients to build corporate reputation and promote value.

Fortbridge investor communications programs target a range of stakeholders, including

shareholders, institutional investors and funds, as well as the financial media, in the markets in
which their clients operate.

With access to up-to-date research and investor contact information for financial centers around
the world, Fortbridge is able to research and maintain meaningful sector specific investor lists for
their clients. Using this information, Fortbridge target relevant institutional investors and funds to
engage their support for their clients’ IPOs, institutional placements, capital raisings, SPPs or
on-market trades.

Fortbridge consultants in Sydney, Perth, London Toronto and Santiago have a track-record in
working with clients to build shareholders value and to grow business; to communicate the value
of new developments and to manage significant issues that impact reputation.

Bill Kemmery (Managing Director) / bill.kemmery@fortbridge.com / +61 2 9331 0655

2010 Rising Stars
Microcap Conference

KONEKT LIMITED
ASX KKT
ASX‐
Presented by Serhat Oguz (CEO)

SYDNEY HILTON, 10 of June 2010

Disclaimer
p (
• The information contained in these presentation materials ("Document") is  )
intended to provide general background information only about Konekt's 
activities. The information given is a summary only, and does not purport to be a 
complete or exhaustive review of Konekt's activities for the relevant period. The 
information provided in this Document does not constitute investment advice and 
should not be relied upon by investors or potential investors. 

• Whilst the information contained in this Document, including the Outlook 09/10 
information, has been prepared with due care and attention, no guarantee or 
assurance is given by Konekt or its directors that the information provided is 
g y p
accurate, or that the financial forecasts will be achieved.

• Konekt, its directors, officers, employees, agents and consultants expressly 
disclaim any and all liability to any person or entity arising out of anything done or 
omitted to be done by any such person or entity relying on a part or all of the 
contents of this Document.

2
Our Mission

To be partner of choice in organisational health and risk management 
through: 

• The provision of workplace safety and injury management solutions established 
through expertise, knowledge, partnering, innovation and technology to create 
superior value to our customers

• The engagement, continual development and growth of our people in an 
inspiring and rewarding environment

• Maximising return to shareholders whilst being mindful of our overall 
responsibilities to the community, our staff, and our customers

Agenda
CO Company Overview
History – then & now

CS Current Situation
Achievements this year

Strategic Direction
SD What is the strategy?

E Execution
How will we execute?

O Outlook
For 09/10 full year

4
 CO CS SD E O

The Konekt Story – Where it all began …..
The company was launched as Konekt (KKT) in October 2003 following its listing on the 
Australian Stock Exchange.  From October 2003 to July 2005, Konekt acquired four 
occupational rehabilitation companies:
• Countrywide Injury Management (CWIM)
• WIMS Injury Management Services (WIMS)
• IRS Total Injury Management (IRS)
• Inergise

These acquisitions gave Konekt a nationwide geographical coverage and over

300 experienced employees.
From 2005 to present, Konekt has concentrated on differentiating itself from
traditional occupational rehabilitation providers by diversifying into a number of
different service line, Konekt Containment, Konekt Safe, Konekt Response,
Konekt Recovery, and Employment Konektions. These service lines address
the breadth of services offered in the area of occupational care, prevention of 5
injury, rehabilitation and risk management

CO CS SD E O

Konekt Customer Coverage
K k C C

Markets Customers

ƒ Workers Compensation ƒ Insurance Companies
ƒ O H & S ƒ Claims Agencies
ƒ CTP ƒ Government
ƒ Income Protection ƒ Risk Managers
ƒ Risk Management ƒ Employers

6
 CO CS SD E O
Konekt takes a holistic approach to the various 
aspects of a business. We recognise that numerous 
often isolated elements are intimately connected in 
the delivery of a healthy and productive workforce. 
Our integrated solutions approach allows us to help 
businesses control and reduce their costs. 

Our range of solutions include:
• Injury prevention –
j yp Konekt Safe
• Incident management – Konekt Response
• Injury management – Konekt Recovery
• Job placement services to different employers –
Employment Konektions
• Risk management and policy – Containment

CO CS SD E O
KONEKT
SAFE

Our injury prevention services include:

ƒ Pre‐employment screening 
• Functional Capacity Assessments
• Psychological Assessments
• Drug and alcohol screens
• Medical review
• Centralised Pre‐employment coordination
ƒ Training and education
d d
• Manual handling, ergonomics, OHS
ƒ Employee Health management
ƒ Corporate health programs
ƒ Policy & Procedure development
ƒ DeskActive – employee self managed safety and wellbeing software

8
KONEKT CO CS SD E O
RESPONSE

Our incident and injury management services include:

ƒ Early injury reporting
ƒ Information collection and analysis
ƒ Injury management book
ƒ Initial workplace conference ‐ IWC
ƒ Psychological incident management 
ƒ Work flow co‐ordination

KONEKT CO CS SD E O
RECOVERY
• Our injury management services include:

• Injury management consulting
• Functional assessment
• Worksite assessment
• Ergonomic assessment 
• Section 40 assessment
• Rehabilitation and disability counselling
• Return to work services for physical and 
psychological injuries and illness

10
EMPLOYMENT CO CS SD E O
KONEKTIONS

Our job placement services for injured workers include:

ƒ Employability assessment
ƒ Individual job seeking assistance
ƒ Job seeking programs
ƒ Transferable skills analysis
ƒ Vocational assessment and counselling
ƒ Job skills workshop
ƒ Open access programs

11

Containment CO CS SD E O

p g
A workplace integrated business solution that enables 
employers to take control of and manage their workers 
compensation operations successfully. 

ƒ Identification of cost drivers and liabilities           
associated with workers compensation
ƒ Development of risk management strategies
ƒ Business process reengineering 
ƒ Training and education 
g
ƒ Wage reimbursement reconciliation 
ƒ Statistical analysis
ƒ Industry benchmarking 
ƒ OHS Management services 
ƒ Workers’ Compensation Management services
ƒ Premium Management 
ƒ Claims Management 12
 CO CS SD E O
Konektiva

Konektiva is a secure, web based, health 
management system that provides a central point 
for all client and customer interaction and case 
information.  
Designed to provide real time access to all case 
information, Konektiva allows clients to log 
referrals on line, access essential assessments; 
incident and injury data as required.
ƒ Driven by agreed business rules
ƒ Hierarchical access
ƒ 24/7 reporting and communication tool
ƒ Provides complete visibility of all cases

13

CO CS SD E O
Employee Health
Lifecycle

Corporate Ti
Triage Assessment
A t
Pre-Employment Safety Incident
Health
Checks Services Reporting
Services
Injury
Medico-Legal
Management
Streamlined Services
Services
Process
Medicals
Safety and Risk Accident Book Injury
Functional Audits Management
Screening Wellness Programs Multiple Location Medico-Legal
Safety Systems Recording Assessment
Stress
Psychological Employee And Policies Management
Testing Assistance Telephone Medico-Legal
Training Assistance Activity
Medical
Recruitment Counselling Manual Handling Network
A i t
Assistance IInternet
t t Reporting
R ti Co-ordination
Ergonomics Ergonomics Second Opinions
Employment
Job Task Replacement of Konektions
Analysis OSH Policies Employer Systems Decision Support
Services
Long-tail claims
Internal and reviews
External Notification

Incident Injury
Injury Prevention Medico-Legal
Management Management

Konektiva IT Platform
14
 CO CS SD E O

15

Agenda
CO Company Overview
History –
i then & now
h &

CS Current Situation
Achievements this year

Strategic Direction
SD What is the strategy?

E Execution
How will we execute?

O Outlook
For 09/10 full year

16
 Key Achievements

Financial Performance Investor Relations

Internal Initiatives New Offerings

17

Financial  CO CS SD E O
Performance
Revenue – Six Monthly [Dec 05 – Dec 09] EBIT – Six Monthly [Dec 05 – Dec 09]

$20,000,000  $2,000,000 
$18,000,000 
$16,000,000  $1,000,000 
$14,000,000  $‐
$12,000,000 
$ , ,
$10,000,000  $ , ,
‐$1,000,000 
$8,000,000 
$6,000,000  ‐$2,000,000 
$4,000,000  ‐$3,000,000 
$2,000,000 
$0  ‐$4,000,000 
Dec  Jun  Dec  Jun  Dec  Jun  Dec  Jun  Dec  Dec  Jun  Dec  Jun  Dec  Jun  Dec  Jun  Dec 
05 06 06 07 07 08 08 08 09 05 06 06 07 07 08 08 09 09

Cash Flow From Operations – Six Monthly [Dec 05 – Dec 09] Available Funds – Six Monthly [Dec 05 – Dec 09]

$1,500 $3,000

$1,000 $2,500

$2,000
$500
$1,500
$0
$1,000
‐$500 $500

‐$1,000 $0
Dec 06 Jun 07 Dec 07 Jun 08 Dec 08 Jun 09 Dec 09 Dec 06 Jun 07 Dec 07 Jun 08 Dec 08 Jun 09 Dec 09
18
 CO CS SD E O
Financial 
Performance Performance for the period July 07 – Dec 09

Value Drivers Measures FY08 FY09 Half Year* 

Dec 09
Revenue  Revenue ($m) 27.3                         32.3                         18.1
Growth Growth (%)                                          0                            19.0
G h (%) 0 19 0

Operating  EBIT ($m)                                          (7.2)                          1.2                            1.4
Margin
EBIT (%)                                           (26.4%)                      3.8                            7.9%
Shareholder 
Value

Cash flow from                               (1.3)                           0.9                            1.2
operations
i
Cash
Available cash                                  0.4                            1.8                             2.5

EPS (Cents)            (13.2)                          1.8                            1.9
EPS

19
*Half Year

CO CS SD E O
Financial  Summary Results for the 
Performance 6 Months to 31 December 2009

Six Months ended 31  Six Months ended 31  Increase/ (Decrease) % Change

December 2009 $000s December 2008 $000s

Revenue from Services 18,126 15,652 +2,474 +15.8%

Profit/(Loss) before 
interest and tax  1,434 521 +913 +175.2%
(“EBIT”)

Interest expense (56) (112) (56) ‐50.0%

Profit Before Tax 1,378 409 +969 +236.9%

Income Tax Expense ‐ ‐ ‐

Net Profit/(Loss) 
attributable to  1,378 409 +969 +236.9%
members (“NPAT”)

Earnings Per Share 1.96 0.7

20
 Key Achievements

Financial Performance Investor Relations

Internal Initiatives New Offerings

21

CO CS SD E O

Investor Relations

Agenda
• Investor relations strategy
• Share price growth
p g
• KKT liquidity and comparatives to other  
microcaps

22
 CO CS SD E O
Investor Relations

Investor Relations strategy
• Aimed at ensuring maximum visibility of KKT stock
• Appointed Intersuisse as Brokers
• Commissioned analyst report (Completed Dec09)
• Reg lar media releases to ens re market is kept p
Regular media releases to ensure market is kept up 
to date 
• Press coverage by AFR, BRW article
• Revamped website, much more friendly around 
customer and shareholder needs 23

CO CS SD E O
Investor Relations

Agenda
• Investor relations strategy
• Share price growth
• KKT liquidity and comparatives to other  
KKT liquidity and comparatives to other
microcaps

24
Investor Relations CO CS SD E O
Share Price Growth

25

CO CS SD E O
Investor Relations

Agenda

• Investor relations strategy
Investor relations strategy
• Share price growth
• KKT liquidity and comparatives to other  
microcaps
26
 CO CS SD E O
Investor Relations

KKT liquidity and comparatives to other 
microcaps
• Due to successful financial growth and our investor
relations strategy, liquidity has grown from
f 21%
% in 2008
and 19% in 2009 to 50% in the current year.
• A sample of 24 micro stocks returned an average of
34%, making our performance of approximately 50%
better
27

Key Achievements

Financial Performance Investor Relations

Internal Initiatives New Offerings

28
 Internal Initiatives CO CS SD E O

• Implementation of balanced scorecard
• Staff retention assisted by employee share plan (ESP)
• Annual employee engagement survey completed for 
the second year
th d

29

CO CS SD E O
Balance Scorecard

30
 CO CS SD E O
Balance Scorecard

31

Key Achievements

Financial Performance Investor Relations

Internal Initiatives New Offerings

32
 New Offerings
New offerings CO CS SD E O

KONEKT New Offerings

• Konekt Integrated Employer Solution (KIES) provides businesses the 
option to outsource part, or all of their OHS, injury and workers 
compensation risk management function. KIES combines the service 
capability of Konekt’s allied health professionals with a new innovative 
technology platform that provides complete process and compliance 
transparency.

33

CO CS SD E O
New Offerings
New offerings

KONEKT New Offerings

• Konekt Pre‐employment services in partnership with the Health 
Ad t
Advantage Group have embarked on the design and implementation of a 
G h b k d th d i di l t ti f
landmark product offering which revolutionise the medical pre‐
employment industry.  The new digitised system combines the best 
aspects of both the traditional medical doctor provided screen, 
interfaced with the Konekt functional assessment all undertaken at one 
location.
34
 Agenda
CO Company Overview
History –
i then & now
h &

Current Situation
CS Achievements this year

Strategic Direction
SD What is the strategy?

E Execution
How will we execute?

O Outlook
For 09/10 full year

35

CO CS SD E O

Key Insights: Domain 2 – Macro Market

Total Rehab Market Share ($240m)

Government
($20m)

Workers Comp Self Insured
($200m) ($20m)

36
 CO CS SD E O
Core Competencies
Injury Management 
Expertise

Geographic Spread Konektiva IT Platform

Strong
Management

37

CO CS SD E O
Strategic Planning Gap

38
38
 Strategic Direction CO CS SD E O
Core Competencies Strategy
gy

Core Functions 
Injury 
Management 
Expertise • Continue to focus on  Internal Growth
case occupational 
rehab work from  • New KIES offering  External Growth
insurers + Comcare leveraging of IT 
• Grow preferred  platform Konektiva • Targeted acquisition 
provider arrangements • Technologically  that will be 
advanced pre‐ complementary + 
• Target insurers we 
employments with  supplementary to our 
Geographic  Konektiva IT  have little share with
strategic alliance  business
Spread Platform • Differentiation
Differentiation  partner Health
partner Health  • Strategic alliance
St t i lli
through service +  Advantage Group
technology • Joint ventures
• Pushing into CTP 
(motor vehicle rehab) 
market
• Pushing into Income 
Protection market
Strong
Management
• Targeting employers 
with our safety 
services
39

Agenda
CO Company Overview
History –
i then & now
h &

Current Situation
CS Achievements this year

SD Strategic Direction
What is the strategy?

E Execution
How will we execute?

O Outlook
For 09/10 full year

40
 CO CS SD E O

Growth Expectations
Growth Expectations
• Minimum of 15% annual organic growth
• Improving profitability percentage from 
revenue growth
• Acquisition sought in targeted niches. 
Generally earn out type deals
• Strategic alliances much more actively 
pursued 41

CO CS SD E O

Execution
• Significant investment into the IT development of the KIES 
offering
• Investment into the digitised pre‐employment offering
• Three new BD staff recently hired to execute our strategy
• Significant training of our operational management in BD has 
occurred
• Dedicated resources to execute the CTP and Income 
Protection market focus

42
 Agenda
CO Company Overview
History –
i then & now
h &

Current Situation
CS Achievements this year

SD Strategic Direction
What is the strategy?

E Execution
How will we execute?

O Outlook
For 09/10 full year

43

CO CS SD E O

Update on full year outlook

Update on full year outlook
ƒ Full Year outlook 09/10 – Revenue $36m, EBIT $2.2m  
ƒ Strong half year results – Revenue $18.1m (up 16% on Dec 08), EBIT $1.4m (up 
175% on Dec 08)
ƒ Dividend expected to be paid for the first time after June 2010 accounts
ƒ Further growth anticipated from insurer market
ƒ Growth from innovative new offerings
ƒ Transiiton to other injury management markets, such as, IP/CTP
ƒ Profitable and expanding business 
ƒ Leading organisational health and risk management provider
ƒ Competitive advantage – Konektiva, geographic footprint, wide skill set, end‐to‐
end injury services 
ƒ Established platform for long term growth
ƒ Growing geographical footprint
ƒ Increasing brand mindshare
44
 CO CS SD E O

Full year NP outlook
• As a result of the continued profitability of the 
company it will be necessary to recognise
prior years tax losses and other temporary
prior years tax losses and other temporary 
differences in the 2009‐2010 accounts
• As a result we will have a one off positive 
adjustment to earnings and future years 
earnings will be subject to income tax expense 45

CO CS SD E O

Full year NP outlook
EBIT $2.2m
Interest $(0.1m)
PBT $2.1m
Tax on PBT $(0.6m)
Tax credit on prior year tax 
Tax credit on prior year tax $3 3m
$3.3m
losses and temp diff
PAT  $4.8m

EPS 6.8 cents
Average shares on issue 70,892,959
46
I would like to thank you 
for listening.

Questions Please.

47