Published on March 4, 2014
Recon Technology, Ltd. Company Presentation NasdaqCM: RCON November, 2013
Safe Harbor Statement This document contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, underlying assumptions, and any other statements other than statements of historical facts. These statements are subject to uncertainties and risks including, but not limited to, product and service demand and acceptance, changes in technology, economic conditions, the impact of competition and pricing, government regulation, and other risks contained in statements filed from time to time with the Securities and Exchange Commission. All such forward-looking statements, whether written or oral, and whether made by or on behalf of the company, are expressly qualified by the cautionary statements and any other cautionary statements which may accompany the forward-looking statements. In addition, the company disclaims any obligation to update any forward-looking statements to reflect events or circumstances after the date hereof. Recon assumes no obligation to update the information in this communication, except as otherwise required by law. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. This material is for information purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation for any securities, financial instruments, or common or privately issued stock. No offering of securities shall be made except by means of a prospectus meeting the requirements of the Securities Act of 1933, as amended. The statements, information and estimates contained herein are based on information that the presenter believes to be reliable as of today's date, but cannot be represented that such statements, information or estimates are complete or accurate. 2
Issuer Recon Technology, Ltd. Ticker NasdaqCM: RCON Recent Stock Price [$4.918 (Nov. 8, 2013)] 50 Day Avg. Daily Volume 231,796 Market Cap [$19.52M] Basic/Fully Diluted Shares 3.95/4.91 M Revenue FY2013/FY2012 USD 12.4 Million/ 11.72Million
Turkmenistan Oversea projects Fracturing SCADA Furnaces Pure Equipment Offshore Oil Platform Performance High-end Professional Services • Through 6 years, Recon has transformed from pure hardware supplier to integrator of professional products and services.
Exploit ation Drill & Completion Develop ment Project construction Production Famous Peer Companies Down-hole tools Recon Business Chain Fracturing wellhead equipment well control equipment Perforation RTU Furnace SCADA Burner Stimulation Products Construction of digitization oil field • By integration of currents business, Recon can provide professional overall-service-package. Storage & Transportation
• Design + install + maintain； • Emerson • Design + install + maintain • Highly customized • Construction + service • Baker Hughes
Investment of Big 3 Oil Companies Billion RMB 5% 5% 14% Geophysical Exploitation Project Construction Production Drill & Completion 22% 54% Test and record well
65% Private 35% 90% 10% SAFE OVERALL DESIGN EFFICIENT CAPITAL and COST • As market capacity increase and more open to private companies, integrated service company will finally succeed.
Blue: Long-term clients. Yellow: Recently developed. Red: Potential target. With more clients, Recon can integrate its resources efficiently and reduce concentration risk. Current：China and Turkmenistan Oversea Following Strategy
Consol Revenue 120 RMB million 100 67 80 60 40 VIEs 40 38 20 24 45 35 76 77 FY2012 ENI FY2013 50 19 FY2008 FY2009 FY2010 FY2011 Operation for VIEs 90 80 70 60 50 40 30 20 10 FY2008 FY2009 FY2010 FY2011 FY2012 FY2013 12
Margin Margin % 60 50% 45% 40% 35% 30% 25% 20% 15% 10% 5% 0% RMB million 50 40 30 20 10 2008 2009 2010 2011 2012 2013 Operating Expense 30 Net profit (loss) 30 25 20 15 10 19 13 8 16 6 5 8 6 8 5 2010 2011 2012 2013 Administration expenses 20 15 10 5 6 0 2009 RMB Million RMB million 25 Selling expenses -5 2009 2010 2011 2012 2013
Buners&Acess ories 15% Furnaces 32% Buners&Acess ories 24% Other 11% Fracturing 3% Furnaces 18% Other 22% Others 8% Automation 45% Automation 33% • Three main segments contributes most. • Automation and Fracturing department become stronger. Fracturing 19% Others 3%
SERVICE EQUIPMENT CONSULTANT Digitized Oilfield 3 years， RMB 86 Billion ！！！
Oversea M&A for 3 Chinese Companies Billion USD Oversea Oil Production for 3 Oil Companies Million Tons equal Sinopec CNPC CNOOC • Domestic Companies will play more important role by following CNPC and Sinopec.
Favorable Industry Leading technologies and services Close cooperation with CNPC and Sinopec Cost advantage Strong operating performance Professional Management and Service Team
Issuer Recon Technology, Ltd. Ticker NasdaqCM: RCON Recent Stock Price [$4.918 (Nov. 8, 2013)] 50 Day Avg. Daily Volume 231,796 Market Cap [$19.52M]
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