Industrial products, global procurement & supply chain services for the resources and energy sectors

29 August 2011

29 August 2011

ADG declares a $1.5m EBIT on the back of improved revenue and margins
Continued strong organic growth expected from existing customers in FY2012 Benefits from recent business improvements to continue into the current year New sales anticipated in drilling products and logistics services into remote mine sites

About ADG Global Supply ADG Global Supply (ASX:ADQ) is a provider of industrial products, global procurement and supply chain services. ADG works with clients in the exploration, mining and energy markets through our single contact global reach model. Headquartered in Perth, Western Australia, ADG services clients in over 40 countries around the world.

Turnaround completed, ADG positioned for growth

Revenue up 45% EBIT results of $1.5m Recapitalisation of Company $52.2m revenue $2.5m EBIT turnaround Bank debt $4.1m down from $5.3m Cash $4.8m up from $0.6m Capital raising of $5.7m after costs

Operating* costs 14.7%

Employee* costs 9.3% Gross margin 17.6%

down from 17.7%

down from 11.4% Up from 14.8%
*As a percentage of revenue

Stronger revenue streams New Project Logistics service Signed up 1st Global Procurement & Supply Chain contract 48% increase in sales with current customers Focus on reducing operational costs, increased efficiencies 26 different freight carriers consolidated to 5 Established global consolidation hubs in key industrialised areas Closed non-core warehouses (removing fixed costs) Investment in IT systems with daily dashboard capability with global functionality
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Over the past 12 months ADG has shifted from its search & deliver origins to offer resource and energy clients a single point of contact to access end-to-end global supply & logistics solutions.

ADG services clients in over 44 countries utilising consolidation hubs in key sourcing regions.

 Sales growth has seen the emergence of a more balanced geographical spread of sales Diverse range of active clients in over 44 countries

SALES BY REGION
FY 2010 ($35.9m)
Rest Of World

FY 2011 ($52.2m)
Africa grew 106%

Asia grew 16%

ASIA

AFRICA
AUSTRALIA
Australia grew 10%
*Data excludes Pumps customers which sit outside resources sector

 Strong demand in Africa for procurement & supply chain services to support remote sites Industrial products, drilling products & earthmover tyres, experiencing strong demand in all regions Africa FY11 Sales Asia / Australia FY11 Sales

COMPARED TO 2010: Industrial Products Global Procurement 294% 51%

COMPARED TO 2010: Industrial Products Global Procurement 112% -23% 8

*Industrial products includes sales of tyres and drilling products. Data excludes Pumps which sit outside resources sector

Solid sales across key commodities and sectors Good balance between mining and exploration clients Top 20 clients deliver 70% of revenue Exposure to growth mining commodities

Sales by customer type* (Top 100 -$47.3m)

*Data excludes pumps customers which sit outside resources sector

 Growing customer numbers in key regions of emerging Africa and competitive Asia-Pacific Increasing sales with existing clients as they tap into new global infrastructure and capabilities FY2012 focus on rolling out services to new customers and increased market share with industrial products

Sales growth within existing customers

*Data excludes Pumps customers which are outside the resources sector 10

 Sourcing from over 3000 suppliers in 21+ countries and growing Focus on adding to ADGs industrial products range and purchasing direct from OEMs (Original Equipment Manufacturers) Position as a preferred distribution channel to market Key Supply Points

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 Strong pipeline of contract revenue opportunities particularly in area of Project Logistics Introduction of new ADG product lines to Industrial Products range Expansions plans into Europe to support increasing business in Africa

Continued focus on growing sales in African regions & plans to open new branch in South Africa
Expected gains in margin with flow on operational improvements introduced during FY11

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ADG Board Members

David Schwartz Chairman

28 years of experience managing successful companies Director of Schaffer Corp, Primewest Group & Betts Group

John Mancini Managing Director

Appointed MD 2010 Ex Ernst & Young (strategic growth) 15 years commercial banking Treasurer of Variety WA

Mike Arnold Executive Director

Chief Operating Officer 20 years of logistics & supply chain experience

Executive Management Team

Paul Roberts CFO Joined ADG Nov 2010 20 years finance background Ross Spanbroek Drilling Sales Manager Joined ADG March 2011 18 years in drilling industry Nigel Burr Group Manager Procurement & Supply Chain Industrial products & engineer background Chris Batten Global Tyre Manager 18 years resource industry Specialist OTR tyre management Marc Schaillee Global Business Development Established international ADG business 8 years ago Specialist remote locations Ashley Chaplyn National Manager Universal Pumps 10 years management Coles background

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Shares on issue * Options on issue

Unlisted Options exercise price $0.10, expiry date 30/06/2013 Unlisted Options exercise price $0.15, expiry date 30/06/2014 Unlisted Options exercise price $0.11, expiry date 30/06/2014

221,849,400 5,000,000 5,000,000 10,000,000

Market capitalisation @ $0.060

Top 30 shareholders holding (approx)
* Includes 9.5 million Shares under Staff escrow accounts as per LTI program

$13.3m
65.7%
(16/08/2011)

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As at 24 August 2011
1 Seaspin Pty Ltd 2 Bardi Holdings Pty Ltd 3 Skye Alba Pty Ltd 4 Picton Cove Pty Ltd 5 Traverse Drilling International Pty Ltd 6 Moutier Pty Ltd 7 Rocky Reef Pty Ltd** 8 Mr Michael & Mrs Linda Arnold***
12.78% 5.46% 3.20% 3.06% 3.00% 2.50% 2.23% 1.91% 1.87%
1.80%

11 Jasforce Pty Ltd 12 M & M Schaillee Pty Ltd 13 Fifty Second Celebration Pty Ltd 14 Mr David & Mrs Melanie Schwartz* 15 Dixon Trust Pty Ltd 16 Jasforce Pty Ltd 17 Rubi Holdings Pty Ltd 18 Mr David Schwartz*

1.80% 1.80% 1.67% 1.66%* 1.58% 1.58% 1.58% 1.50%

9 Magna Group Bv
10 Bell Potter Nominees Ltd

19 Mr Andrew & Mrs Denise Greathead

20 Mr John Mancini**

1.49%
1.43%

* Chairman (total number of ordinary shares 7,534,061) ** Managing Director (total number of ordinary shares 9,532,968) *** Executive Director (total number of ordinary shares 4,593,509)

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The Client Profile & Challenges

A fast growing exploration client operating across multiple sites in South East Asia & the Pacific region was experiencing challenges with their procurement & supply chain including: Lack of product supply visibility and no real-time consignment tracking Multiple supplier management and logistics bottleneck causing delays and high costs Purchasing and logistics capability not geared for fast growth plans Too much Executive management time on reactive operational issues & margin erosion from inefficiency

The ADG Engagement

ADG delivered a one stop global solution that delivered: Cost Improvement & Process Improvement Model Supply of all industrial consumables & reliable delivery to site, with quality controls Milestone reporting & increase in delivery times by > 20% Inventory management with min./max. stock points Logistics planning & freight management
HONG KONG: Low cost country sourcing

CHINA: Air freight charter of capital equipment and industrial consumables from OEM. CHILE: Air freight charter of specialised capital equipment

Achievements
To date, the ADG business model has assisted the client with significant operational improvements. Key activities include: Sourcing extended to supply base across 12 countries - 600 suppliers Delivered over 1700 product lines Central ordering point providing data reporting Special airfreight from China & Chile for capital equipment Low cost country product sourcing
BRISBANE: ADG Industrial Products, Sourcing & Consolidation Hub

PERTH: ADG Industrial Products, Account Management

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This presentation and these materials (together the Presentation) has been prepared by ADG Global Supply Limited ABN 16 082 341 197 (ASX:ADQ). By participating in this Presentation or retaining these materials, you acknowledge and represent that you have read, understood and accepted the terms of this Important Notice and Disclaimer. This Presentation may contain forward looking statements concerning projected earnings, revenue, growth, outlook or other matters for the financial year ending 30 June 2012 or beyond. Any such Projections are based on assumptions which may differ materially from the actual circumstances which may arise. ADG Global Supply Limited undertakes no obligation to update any guidance for events or circumstances that occur subsequent to the date of this Presentation or to keep current any of the information provided. Past performance is no guarantee of future performance. Recipients of this Presentation are advised that the information contained in this Presentation is not legal, tax, accounting, investment or financial product advice and should not be used as the basis for making investment decisions in relation to ADG Global Supply Limited securities. The information contained in this Presentation is for information purposes only and does not constitute an offer to issue, or arrange to issue, securities or other financial products. ADG Global Supply Limited has no obligation to tell recipients if it becomes aware of any inaccuracy in or omission from the information in this Presentation. This Presentation has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. You should consult your own advisors as to legal, tax, financial and related matters and conduct your own investigations, enquiries and analysis concerning any transaction or investment or other financial decision. This Presentation, including opinions set out in it, is based on information compiled or prepared by ADG Global Supply Limited from sources believed to be reliable, although no attempt has been made to verify such information. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions or conclusions contained in this Presentation. To the maximum extent permitted by law, none of ADG Global Supply Limited, its directors, employees, advisors or agents, nor any other person, accepts any liability, including without limitation any liability arising out of fault or negligence, for any loss arising from the use of the information contained in this Presentation. In particular, no representation or warranty, express or implied, is given as to the accuracy, completeness, likelihood of achievement or reasonableness of any forecasts or prospects referred to in this Presentation.

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