Industrial products, global

procurement & supply chain services

for the resources and energy sectors

29 August 2011

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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.

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Revenue up 45%

EBIT results of $1.5m

Recapitalisation of Company

Operating* costs 14.7%

Employee* costs 9.3%

Gross margin 17.6%

Turnaround completed, ADG positioned for growth

$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

down from 17.7%

down from 11.4%

Up from 14.8%

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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.

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ADG services clients in over 44 countries utilising consolidation hubs

in key sourcing regions.

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SALES BY REGION

• Sales growth has seen the emergence of a more balanced geographical

spread of sales

• Diverse range of active clients in over 44 countries

FY 2010 ($35.9m) FY 2011 ($52.2m)

*Data excludes Pumps customers which sit outside resources sector

Africa

grew 106%

Asia grew

16%

Australia

grew 10%

AUSTRALIA

AFRICA

ASIA

Rest Of World

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Africa – FY11 Sales Asia / Australia – FY11 Sales

*Industrial products includes sales of tyres and drilling products. Data excludes Pumps 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

COMPARED TO 2010:

Industrial Products 294%

Global Procurement 51%

COMPARED TO 2010:

Industrial Products 112%

Global Procurement -23%

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Sales by customer type*

(Top 100 -$47.3m)

• 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

*Data excludes pumps customers which sit outside resources sector 9

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• 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

*Data excludes Pumps customers which are outside the resources sector

Sales growth within

existing customers

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• Sourcing from over 3000 suppliers in 21+ countries and growing

• Focus on adding to ADG’s industrial products range and purchasing direct

from OEM’s (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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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

Marc Schaillee

Global Business Development

• Established international ADG

business 8 years ago

• Specialist remote locations

Chris Batten

Global Tyre Manager

• 18 years resource industry

• Specialist OTR tyre

management

ADG Board Members

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

Ashley Chaplyn

National Manager – Universal Pumps

• 10 years management

• Coles background 13

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Shares on issue * 221,849,400

Options on issue

Unlisted Options exercise price $0.10, expiry date 30/06/2013 5,000,000

Unlisted Options exercise price $0.15, expiry date 30/06/2014 5,000,000

Unlisted Options exercise price $0.11, expiry date 30/06/2014 10,000,000

Market capitalisation @ $0.060 $13.3m

Top 30 shareholders holding (approx) 65.7% (16/08/2011)

* Includes 9.5 million Shares under Staff escrow accounts as per LTI program

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1 Seaspin Pty Ltd 12.78%

2 Bardi Holdings Pty Ltd 5.46%

3 Skye Alba Pty Ltd 3.20%

4 Picton Cove Pty Ltd 3.06%

5 Traverse Drilling International Pty Ltd 3.00%

6 Moutier Pty Ltd 2.50%

7 Rocky Reef Pty Ltd** 2.23%

8 Mr Michael & Mrs Linda Arnold*** 1.91%

9 Magna Group Bv 1.87%

10 Bell Potter Nominees Ltd 1.80%

11 Jasforce Pty Ltd 1.80%

12 M & M Schaillee Pty Ltd 1.80%

13 Fifty Second Celebration Pty Ltd 1.67%

14 Mr David & Mrs Melanie Schwartz* 1.66%*

15 Dixon Trust Pty Ltd 1.58%

16 Jasforce Pty Ltd 1.58%

17 Rubi Holdings Pty Ltd 1.58%

18 Mr David Schwartz* 1.50%

19 Mr Andrew & Mrs Denise Greathead 1.49%

20 Mr John Mancini** 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)

As at 24 August 2011

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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 Client – Profile & Challenges

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

The ADG Engagement

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

Achievements

CHILE:

Air freight charter of

specialised capital

equipment

CHINA:

Air freight charter of capital

equipment and industrial

consumables from OEM.

PERTH:

ADG Industrial

Products, Account

Management

BRISBANE:

ADG Industrial

Products, Sourcing

& Consolidation

Hub

HONG KONG:

Low cost country

sourcing

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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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