SEC Form 8-K filed with data from slide show the CEO will use at an AEA Investor Conference Monday, April 2 in Washington D.C.
SEMX CORPORATION
SLIDES TO BE USED IN PRESENTATION
SLIDE 1: INTRODUCTION:
SEMX Corporation
NASDAQ SYMBOL: SEMX
WWW.SEMX.COM
SLIDE 2: SAFE HARBOR STATEMENT:
SLIDE 3: CORPORATE FOCUS: MICROELECTRONIC PACKAGING:
The Corporation primarily manufactures thermal management materials, microelectronic ceramic packages and interconnect products for critical components that primarily enable fiber optic communication, wireless base stations and fixed wireless radio systems, Internet servers and routers and other specialized microelectronic devices and systems.
SLIDE 4: BROADBAND COMMUNICATIONS INFRASTRUCTURE PYRAMID:
A picture of triangle which reflects the various corporate participants at the following ascending levels of infrastructure.
Content Providers
Service Providers
System Integrators
System Manufacturers
Devices, Subsystems, Providers
Device, Circuit Enclosures, Suppliers
Materials, Components, Suppliers
This slide makes the point that SEMX Corporation has moved one step higher in the "food chain" from a manufacturer of thermal management metal parts to ceramic packages with thermal heat dissipation capability.
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SLIDE 5: VERTICAL INTEGRATION UNIQUE IN THE MARKETPLACE:
Depicted in this chart is an image of an opto-electrical package utilizing components manufactured by the microelectronics packaging group as follows:
Polese components
-----------------
Thermally enhanced base
Multilayer ceramic insert
Kovar(TM) frames
Assembly
Plating
SPM Components
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Brazing materials:
Lids
Bonding wire
Lead frames
SLIDE 6: REVENUE GROWTH OF SEMX MICROELECTRONIC PACKAGING GROUP:
YEAR DOLLARS IN MILLIONS
1995 19.8
1996 22
1997 31.6
1998 29.5
1999 44.5
2000 53.5
2001 66.7
2002 87
2003 115.4
This information is presented in a graph. A disclaimer is made as to the exact forecast revenue, but a discussion is presented on the high growth opportunities.
SLIDE 7: CURRENT HIGH GROWTH OPPORTUNITIES:
- FIBER OPTIC
- WIRELESS
- INTERNET INFRASTRUCTURE
These are the fastest growing markets in technology and are each projected to grow in excess of 30% annually*
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o Sources: RHK, Inc., Microwave Journal, Allied Business Intelligence, Insight Research
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SLIDE 8: DIVERSIFIED, DYNAMIC CUSTOMER BASE:
the "Who's Who" of technology
A listing of selected customers; all of whom have long-standing strategic relationships with SEMX
SLIDE 9: SEMX - A SUPPLIER OF CRITICALCOMPONENTS FOR:
o Routers and Servers
o Fiber Optic Pump Lasers
o Wireless Infrastructure
o Satellite Communications
SLIDE 10: QUESTION:
WHY SHOULD AN INVESTOR CONSIDER SEMX CORPORATION?
SLIDE 11: VALUE INVESTMENT OPPORTUNITY:
Market Capitalization * $28.4 million
Book Value $36.5 million
Total Assets $80.1 million
Debt to Equity Ratio 41.2%
Price to Earnings* 12.3x
Price to Book* 0.8x
Price to Sales* 0.4x
Stock Price* $4.31
2000 EPS $0.34
2000 CFS from operations $1.32
SLIDE 12: CONCLUSION:
VALIDATION OF STRATEGY
STATUS OF NEW ORDERS
This is not a question of current earnings - it's about executing a strategy to reposition the Corporation for significant growth. |
