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Monday 06 July, 2009

MDM Engineering Gp

Final Results

RNS Number : 1875V
MDM Engineering Group Ltd
06 July 2009
 



MDM ENGINEERING GROUP LIMITED

('MDM' or the 'Group')


FULL YEAR RESULTS TO THE 31 MARCH, 2009



MDM Engineering Group Limited (AIM:MDM) is pleased to announce its audited results for the year ended 31st March 2009. MDM Engineering is an African-focused engineering and project management group which provides a range of value added services to the mining industry, including project evaluation, process engineering, design and project management.


2009 Highlights

Financial

  • Revenue up 164% to US$35.9 million (2008: US$13.6m)

  • Gross profit up 146% to  US$16.7 million (2008: US$6.8m)

  • Net profit up 144% to  US$7.8 million (2008: US$3.2m)

  • Pre-tax profit  up 158% to US$11.6 million (2008: US$4.5m)

  • Cash and cash equivalents of US$14.0 million (2008: US$5.20m)

  • Basic earnings per share of US21.15 cents per share (2008: US12.94 cents)

  • Final dividend of US7.5 cents (2008: US4 cents for the 16 months ended 31 March 2008)

  • Full dividend of US11.25 cents (2008: US4 cents)

  • Strong balance sheet with virtually no gearing

  • Dividend cover of 1.9 times


Operational

  • Strong pipeline of studies ranging from scoping studies to bankable feasibility studies

  • Project value under execution at year-end of US$300million 

  • Staff retention rate high with current headcount at 144

  • Two major new projects awarded since 31 March 2009 


Corporate

  • Appointment of Executive Financial Director Dominique de la Roche



Overview

 

The 2009 year has been one of significant growth for MDM as evidenced by the growth in earnings. Net profit for the year showed an increase of 144% to US$7.8 million (2008: US$ 3.2 million) with earnings per share showing an increase of 63% to US21.15 cents (2008: US12.94 cents). This was mainly driven by the increase and peaking of the current execution projects under MDM's management. MDM has continued to maintain a strong gross profit margin of 46% (2008: 50%) for the year under review.


The Group's balance sheet has been enhanced with the equity attributable to its shareholders increasing by US$11.4 million to US$15.9 million. The increase resulted from funds raised at the Group's listing in May 2008 as well as the cash generated by operations over the last financial year. 


The Group's cash generated by operations increased by 42% to US$5.8 million (2008: US$4.1 million) after taking a taxation payment of US$4.4 million into account. This is further evidence of the cash generative nature of MDM's business. The balance sheet shows strong cash on hand at year end to the value of US$13.9 million. 




Summary of Financial Results


Consolidated net earnings for the 12 month period to the 31st March 2009 was US$7.8million, which equates to basic earnings per share of US21.15 cents.


The Directors of MDM Engineering have declared a final dividend of US7.5 cents per share payable on the 10th of August 2009 to shareholders registered on the 17th of July 2009. This is in line with the stated dividend policy whereby approximately 50% of earnings will be paid out as a dividend. 


MDM Engineering CEO Grant Lowman commented:

'The growth in profits over the year in such a tough operating environment is a satisfying result for MDM and testament to our business model and the hard work and dedication of the team. While we have felt the impact of the global economic crisis through the stalling and cancellation of mining projects over the last six months, whilst we are seeing some activity pick up, the commodity market will probably continue to reflect difficult trading conditions for some time: we are well placed to capitalise on a recovery in the sector when it occurs. '


For further information: 

MDM Engineering Group Limited

Grant Lowman/George Bennett

Dominique de la Roche 

Tel: +27 (11) 993 4300


Numis Securities Limited

John Harrison (Nominated Adviser)

Tel: +44 (0) 207 260 1000


James Black (Corporate Broker)

Tel: +44 (0) 207 260 1000

Pelham PR

Candice Sgroi 

Tel: +44 (0) 207 337 1533


James MacFarlane

Tel : +44 (0) 207 337 1527



















Chairman's statement


I am pleased to present to you your company's second annual report for the 12 months ending 31 March 2009. Following last year's listing on London's Alternative Investment Market (AIM), MDM Engineering Group Limited ('MDM') continues to grow, both in-house and across the range of services we provide and minerals we can process. However, the past 12 months have seen the global economy undergo unprecedented turmoil and although the world in which we operate is almost unrecognisable from that of a year ago, we are quietly confident of our ability to meet our shareholder and client expectations. 


A muted commodities market

Our progress over the year has to be viewed against the backdrop of a global economic meltdown, with the availability of credit severely restricted and demand for the commodities our clients produce dampened. It is this very dire commodity scenario which has informed our strategy to reach out to clients and potential clients to seek solutions for both their projects and our business growth. Many of our clients face situations in which the market for the commodity they produce has collapsed, impacting their projects and timelines. MDM responded quickly and decisively to the changing situation. The very nature of the work we do, which involves careful strategic planning with our clients and long lead times, means that being a nimble operator is key. We believe that the flexibility that our Engineering, Procurement, Construction Management (EPCM) business model offers, puts MDM in a strong position to operate in the current challenging environment. 


Given the scenario, I am quite satisfied with our financial performance for the year. In November 2008 we alerted the market to our revised earnings estimates as a result of certain projects being pushed into the next reporting year due to clients' financial concerns. Despite the challenging market conditions experienced in the past year, this has encouragingly translated into a healthy growth in revenue from US$13.6 million in FY08 to US$35.9 million in FY09. Profit before tax for the period of US$7.8 million is below initial targets, however it still represents a 144% increase on the previous financial year (2008US$3.2million). In an environment when many companies have not paid dividends to their shareholders, this profit has allowed MDM to declare a full year dividend of US11.25 cents per share (2008: US4 cents).  


Our share price has declined over the period since listing, however post the financial year end it has recovered well and is now trading steadily around the 95-105 pence mark. When tracked against the FTSE 350 Mining Index, the general downward trend of the AIM mining sector becomes apparent, but what is possibly more interesting is the slight lag of MDM's share price behind the sector in both downward and upward trends. We feel this is a reflection of our role as a service provider to mining companies; we will tend to feel the effects of a slowdown in the market only once projects are put on hold.


Pursuing our goals: safety and stability

The foundation of MDM's strategic vision has been underpinned by our ability to deliver services to our clients, which meet their requirements on time and within budget. Meeting, or even exceeding, their expectations drives our business model, yet there are two key areas of focus that I would like to address.


Our primary goal is safety. Operating in a mining environment is a risky proposition and we strive to ensure that all our employees, whether full time or contractors, work in a safe and responsible manner. Our safety performance for the year has been outstanding with no fatalities, and we have had five lost-time injuries on site for the period under review. We are very proud of our achievement of one million lost-time injury free hours on both sites, achieved in no small part because of our well-established relationship with First Uranium.


Our second area of strategic focus is on stability and which, in the case of our business purposes, I believe there are two angles. Firstly, there needs to be stability within the company. Despite our expansion to the current head office staff complement of 144 employees, our associated core staff turnover rate remains low. This reflects the excellent morale levels within the company, and also the MDM culture. We strive to expand our business intellectually and work with our clients to meet their requirements. Secondly, MDM needs to be stable within a commodity sector experiencing a rollercoaster ride. We have healthy cash balances, a solid project pipeline and have declared a modest dividend. We believe this to be the best way to maintain our growth and create value for our shareholders. 


Thank you

I would like to take this opportunity to thank our out-going non-executive Financial Director, Mark Summers. Mark will remain on the MDM board in a non-executive capacity, and his time and dedication to the company are much appreciated. Dominique de la Roche was appointed as Executive Financial Director in October 2008, a direct reflection of the Group's expansion and increasing financial and regulatory requirements, and I look forward to working with him as we continue MDM's journey.


Prospects

We remain cautiously optimistic, dedicated to preserving value for our shareholders and creating growth for our clients. Our business model of providing services of an engineering and project management nature in a reduced global economy remains relevant, we feel increasingly so, as companies downsize but still seek the same level of technological know-how and intellectual capacity. Prudence is our motto, and when the commodity cycle moves back into the upward part of the growth curve, we will be well-placed to thrive.


Bill Nairn

Non-executive Chairman

6th July 2009 

















CEO's review


Despite the turmoil experienced in the global markets, this financial year has been a successful one for MDM. The group's continued growth needs to be contrasted against a sector in which revenues, market capitalisation and commodity prices have diminished over the past year. This growth has increased MDM's intellectual capacity, cash position and client base, all of which are significant achievements in the current market environment.


Key highlights for the year include:

  • Revenue up 164% to US$35.9 million in FY09 fromUS$13.6 million in FY08 

  • Net Profit of US$7.8 million, up 144% from US$3.2 million in FY08;

  • A strong project value on hand of some US$300 million at year end, with a robust study pipeline in place;

  • Increase in earnings per Share to US21.15 cents from US12.94 cents in FY08;

  • Dividend paid of US11.25 cents per share versus US4cents per share in FY08

  • The appointment of Dominique de la Roche as Executive Financial Director.


The business model - a proven success

MDM continues to provide African-focused process engineering solutions, project study and execution services to mining companies, centred on a high level of technical and professional expertise generated from an expanded and experienced staff base. The global slowdown has had an impact on the way in which the group operates, mostly to the benefit of employees, clients and shareholders. The difficulties in recruiting suitable personnel during the commodities boom were well documented. The downturn in the market, however, has eased the skills shortage situation and the company has taken advantage of these circumstances and sourced premium staff to grow the in-house knowledge base and intellectual capacity. MDM's preferred operating method remains one of consistency, working with clients through the lifetime of a project, from feasibility studies through to EPCM contracts. The group's track record is strong in this regard, and reinforces our belief that we can add value through a strong partnership with our clients. This is increasingly relevant in today's market as most of our clients are junior or mid-cap mining companies with capacity constraints - whether that be in project capacity, staff complement and expertise or cash. MDM prides itself on offering a product that is affordable, especially in today's market, delivered on-time and within budget.


This success is reflected in the group's financial performance during the year; the steady increases from the prior period, across the income statement and balance sheet in terms of revenue, profit, earnings per share and cash and cash equivalents, reflect management's prudent approach and an increased presence in the market.  


Economic climate - inherent change for MDM 

The resources sector has been particularly badly affected by the global financial crisis. Decreased demand for commodities has resulted in mining projects being placed on hold or abandoned completely. Despite the decreased activity in our industry, MDM has continued to grow, albeit at a slower rate. An interesting side effect of the economic slowdown has been the reduction of input costs for mining projects, a welcome relief for the sector. This has resulted in many projects becoming more affordable as input costs reduce and as the market equilibrium is steadily restored, the natural economic laws of supply and demand will re-establish themselves and bring balance back to the mining sector. No downturn is forever, the commodities markets move in cycles, and MDM is well-poised for the next upturn in the global economy with a liquid balance sheet and a policy of cash preservation.


Safety - striving for zero harm

Health and safety continues to be a primary area of focus for MDM and it is the responsibility of all employees to maintain safety standards and act responsibly on site. The group's safety record during the year has been excellent, with no fatalities. Whilst we have had a total of 5 lost time injuries. I am proud to announce that we have reached a milestone of a million injury free hours on both sites. These achievements are well-within the globally accepted five-star rating system, testament to the close work MDM does with its clients to ensure that all legislative requirements are met in terms of safety. Regular health and safety audits are conducted on site. 


Uranium - creating a market niche

The much anticipated commissioning of the Ezulwini Uranium Plant is a significant event in South Africa's mining industry. It is one of only a few greenfield uranium plants to be commissioned internationally in the last decade. The successful production of yellow cake from the Ezulwini Plant is testament to the high level of technological expertise within MDM and a reflection of the innovation the group can provide its clients. The uranium market is slowly recovering after a sharp fall in prices during the latter half of 2008, and all the major gold companies in southern Africa are re-establishing their presence in this market. MDM is strongly placed to benefit from this commodity's upturn.


The year ahead

The new world of reduced demand and restricted cash flows has forced all mining companies to evaluate their structures and possibilities. The Group is currently running adequate execution projects and studies for the next financial year. Any additional execution projects obtained through the conversion of past studies, or other opportunities, will result in upside to the earnings for the year. MDM has shown its ability to adapt in trying times, and the year ahead will further entrench the Group as a niche provider of process and project management solutions across established markets and into new commodities. These are challenging times, and a conservative approach will continue to pay dividends to all stakeholders. 


Lastly, a word of thanks to all of MDM's staff members, who have shown dedication and hard work during difficult times.


Grant Lowman

Chief Executive Officer

6th July 2009











Financial Statements

MDM ENGINEERING GROUP LTD





CONSOLIDATED Balance sheet





at 31 March 2009













31 March

31 March




2009

2008



Notes

 US$ 

 US$ 

Assets










Non-current assets



  1 384 450 

  1 179 271 




 

 

Property, plant and equipment


3

  457 442 

  858 612 

Intangible asset


4

  40 687 

  54 382 

Deferred tax


5

  886 321  

  266 277






Current assets



  21 039 146 

  7 600 375 




 

 

Trade and other receivables


6

7 071 832 

  2 453 436 

Cash and cash equivalents 


7

13 967 314 

  5 146 939 




 

 

Total assets



  22 423 596  

  8 779 646 






Equity and liabilities










Capital and reserves



15 989 992

  4 527 204 




 

 

Share capital


8

374 591 

  340 090 

Share premium


9

5 516 210 

  1 335 130 

Treasury Shares


10

(177 276)

-

Foreign currency translation reserve


11

  (1 417 287) 

  (335 174) 

Accumulated profit



11 693 754 

  3 187 158 






Non-current liabilities



31 280 

  621 158 




 

 

Interest bearing liability


12

31 280

  621 158 




 

 

Current liabilities



  6 402 324 

  3 631 284 




 

 

Trade and other payables


13

4 014 597

1 560 050 

Current portion of interest bearing liability


12

24 488

  53 673 

Provisions


14

687 945

403 834

Income tax payable



1 675 294 

  1 613 727





 

Total equity and liabilities



22 423 596 

  8 779 646 





MDM ENGINEERING GROUP LTD




CONSOLIDATED Income Statement




for the year ended 31 March 2009










Year

16 Months



Ended

Ended



31 March 

31 March



2009

2008


Notes

 US$ 

 US$ 





Revenue


35 916 889 

  13 610 004 





Cost of sales


  (19 252 389) 

  (6 830 213) 





Gross profit


16 664 500 

  6 779 791 





Operating expenses


  (6 206 283) 

  (2 536 361) 

Other income


  265 572 

  46 688 

Waiver of loan


  -  

  156 421 





Profit from operations


10 723 789 

  4 446 539 





Financial income

15

894 834

140 536





Financial expense

16

(38 062)

(57 711)





Profit before taxation

17

11 580 561 

  4 529 364 





Taxation

18

  (3 741 039) 

  (1 342 206) 



 

 

Profit for the year/period    


7 839 522 

  3 187 158 





Basic earnings per share - US cents

19

21.15

12.94

Diluted earnings per share - US cents

19

19.32

12.94

























MDM ENGINEERING GROUP LTD

CONSOLIDATED Statement of changes in equity

for the year ended 31 March 2009





Share capital


Share premium


Foreign currency translation reserve


Accumulated profit


Treasury 

Shares


Total




US$


US$


US$


US$


US$


US$





























Profit for the period



-


-


-


 3 187 158 


-


3 187 158















Foreign currency translation differences



-


-


(335 174)


-


-


(335 174)















Total recognised income and expenses



-


-


(335 174)


3 187 158


-


2 851 984















Issue of share capital



340 090


1 335 130


-


-


-


1 675 220















Balance at 31 March 2008



340 090


1 335 130


(335 174)


3 187 158


-


4 527 204















Balance at 1 April 2008



340 090


1 335 130


(335 174)


3 187 158


-


4 527 204















Profit for the year



-


-


-


7 839 522


-


7 839 522















Foreign currency translation differences



-


-


(1 082 113)


-


-


(1 082 113)















Total recognised income and expenses



-


-


(1 082 113)


7 839 522


-


6 757 409















Issue of share capital



34 501


9 734 865


-


-


-


9 769 366















Issue costs



-


(2 650 566)


-


-


-


(2 650 566)















Share option charge



-


-


-


667 074


-


667 074















Treasury shares



-


-


-


-


(177 276)


(177 276)















Dividends paid



-


(2 903 219)


-


-


-


(2 903 219)















Balance as 31 March 2009



374 591


5 516 210


(1 417 287)


11 693 754


(177 276)


15 989 992


































MDM ENGINEERING GROUP LTD




CONSOLIDATED cash flow statement




for the year ended 31 March 2009










Year

16 Months



Ended

Ended



31 March 

31 March



2009

2008


Notes

 US$ 

 US$ 









Cash flows from operating activities


5 786 240 

  4 101 398 

Cash generated by operations

20

5 786 240 

  4 101 398 



 

 

Cash flows from investing activities


1 132 080 

  (203 443) 

Disposal / (acquisition) of property, plant and equipment


275 308 

  (224 704) 

Acquisition of intangible asset


  -  

  (61 564) 

Net interest received


856 772 

  82 825 





Cash flows from financing activities


3 419 243 

  1 248 984 

Net proceeds received on shares issued


9 769 366 

  1 675 220 

Costs directly related to issue of shares


  (2 650 566)  

  (426 236) 

Purchase of treasury shares


(177 276)

-

Dividends paid


(2 903 219)

-

Long term loans repaid 


(619 062) 

  -  



 

 

Net increase in cash and cash equivalents


10 337 563

  5 146 939 

Foreign exchange differences


(1 517 188)

-

Cash and cash equivalents at the start of the year/period


5 146 939  

  -  

Cash and cash equivalents at end of year/period


13 967 314 

  5 146 939 





























1                                 Basis of preparation


The financial information set out in this preliminary statement does not constitute the group's financial statements for the year ended 31 March 2009, but is derived from those financial statements. The auditors have reported on these financial statements and have issued an unqualified report.


 

2                                   Conformity with International Finance Reporting Standards ('IFRS')


The preparation of the financial statements is in conformity with IFRS and requires management to make judgements, estimates and assumptions that affect the application of policies and reported amounts in the financial statements. 

    






Year

Ended

31 March

2009


16 Months

Ended

31 March

2008





US$

US$







3

Property, Plant and Equipment













Building






Cost



-

595 916


Accumulated depreciation



-

-


Net book value



-

595 916


Computer equipment






Cost



340 099

176 233


Accumulated depreciation



(111 240)

(21 728)


Net book value



228 859

154 505


Furniture and fittings






Cost



103 511

56 065


Accumulated depreciation



(22 637)

(9 418)


Net book value



80 874

46 647


Lease improvements






Cost



62 296

10 100


Accumulated depreciation



(8 258)

(1 852)


Net book value



54 038

8 248


Motor vehicles






Cost



77 267

50 052


Accumulated depreciation



(17 361)

(6 036)


Net book value



59 906

44 016


Office equipment






Cost



36 373

8 558


Accumulated depreciation



(5 949)

(1 279)


Net book value



30 424

7 279


Plant and equipment






Cost



4 680

2 610


Accumulated depreciation



(1 339)

(609)


Net book value



3 341

2 001


Property, plant and equipment






Aggregate cost



624 226

899 534


Aggregate accumulated depreciation



(166 784)

(40 922)


Aggregate net book value



457 442

858 612














3

Property, Plant and Equipment (Continued)










2009

Net book value  

1 April 

2008

Additions

Disposals

Depreciation

Translation reserve

Net book value  

31 March 2009


Building

595 916


(545 734)

-

(50 182)

-


Computer Equipment

154 505

199 329

(2 886)

(89 512)

(32 577)

228 859


Furniture and fittings

46 647

63 154

(4 866)

(13 219)

(10 842)

80 874


Lease improvements

8 248

61 921

(4 409)

(6 406)

(5 316)

54 038


Motor vehicles *

44 016

36 043

-

(11 325)

(8 828)

59 906


Office equipment

7 279

31 367

(338)

(4 670)

(3 214)

30 424


Plant and equipment

2 001

2 524

-

(730)

(454)

3 341


Total

858 612

394 338

(558 233)

(125 862)

(111 413)

457 442










2008

Net book value  

1 April 

2007

Additions

Disposals

Depreciation

Translation reserve

Net book value  

31 March 2008


Building

595 916

-

-

-

-

595 916


Computer Equipment

176 233

-

-

(21 728)

-

154 505


Furniture and fittings

56 065

-

-

(9 418)

-

46 647


Lease improvements

10 100

-

-

(1 852)

-

8 248


Motor vehicles *

50 052

-

-

(6 036)

-

44 016


Office equipment

8 558

-

-

(1 279)

-

7 279


Plant and equipment

2 610

-

-

(609)

-

2 001


Total

899 534

-

-

(40 922)

-

858 612










  • All motor vehicles are encumbered (refer to note 12)











Year

Ended

31 March

2009


16 Months

Ended

31 March

2008


US$

US$

4

Intangible Assets














Designs and Processes







Balance at the beginning of the year/period


54 382

-


Acquisitions


-

61 564


Amortisation


(5 638)

(7 182)


Translation difference


(8 057)

-


Balance at the end of the year/period


40 687

54 382







5

Deferred Tax












Deferred tax assets






Temporary timing differences



886 321

266 277





886 321

266 277





















Year

Ended

31 March

2009


16 Months

Ended

31 March

2008





US$

US$







5

Deferred Tax (Continued)












Reconciliation of deferred tax assets






Balance at the beginning of the year/period



266 277

-


Deferred tax credited for the year/period



722 767

266 277


Translation difference



(102 723)

-


Balance at the end of the year/period



886 321

266 277








The above deferred tax assets have been recognized as management are of the opinion that the Group will generate adequate future profits against which these deferred tax assets can be reversed.







6

Trade and other receivables










Trade receivables


6 901 126

1 817 975


Prepayments


118 601

512 478


Other


52 105

122 983




7 071 832 

2 453 436






7

Cash and cash equivalents










Bank Balances


3 921 851

2 695 866


Short term deposits


10 038 252

2 447 565


Cash on hand


7 211

3 508




13 967 314

5 146 939



Included in the cash and cash equivalents is a restricted amount of $4 594 175 which is placed as performance guarantees with South African financial institutions against the Group's current execution projects. 







8

Share capital












Authorised











200 000 000 ordinary shares of USD 0.01 cents each  


2 000 000

2 000 000








Issued











37 459 107 ordinary shares of USD 0.01 each issued and fully paid

374 591

340 090








Reconciliation of the number of shares outstanding:




Opening balance

34 009 107

-


Shares issued

3 450 000

34 009 107


Closing balance

37 459 107

34 009 107


3 450 000 ordinary shares were issued at 145 pence per share as part of the Company's initial public offering on AIM on 12th May 2008














Year

Ended

31 March

2009


16 Months

Ended

31 March

2008



US$

US$





9

Share premium








Opening balance

1 335 130

-


Proceeds on shares issued

9 734 865

-


Expenses on shares issued

(2 650 566)

1 335 130


Dividends paid

(2 903 219)

-


Closing balance

5 516 210

1 335 130


The share premium represents the amount above the par value less any costs associated with the shares issued and any dividends paid.








Under the BVI Business Companies Act 2004 ('the Act') and the memorandum and articles of association of the Company, the share premium can, subject to the solvency requirements of the Act, be used for distribution purposes. The Company has chosen to apply the share premium to dividend payments made in the year. 







10 

Treasury shares










Opening balance


-

-


Acquisitions


177 276

-


Closing balance


177 276

-







At the annual general meeting held on 4th November 2008 the company was authorised to purchase its own shares. In March 2009 the company bought back a total of 200 000 shares at a price of 62 pence per share. These shares are currently held as treasury shares. 







11

Foreign currency translation reserve










Opening balance


335 174

-


Translation loss for the year/period


1 082 113

335 174


Closing balance


1 417 287

335 174


The translation reserve comprises all foreign exchange differences arising on the translation of the financial statements of foreign operations that do not have a US$ functional currency.









12

Interest bearing liability













      

Instalment sales:




31 280

27 270


Amount owing




55 768

49 829


Less: amount payable within 1 year included in current liabilities


(24 488)


(22 559)








The instalment sales bear interest at South African prime bank overdraft rate, plus a margin. These rates currently range from 13% to 14.775% depending on the structure of the agreement.




The loans are secured by motor vehicles with a book value of USD59 906. The loans are repayable in monthly instalments of USD2 552, exclusive of interest. Refer to note 3 for details of the assets pledged.

































Year

Ended

31 March

2009


16 Months

Ended

31 March

2008






US$

US$








12

Interest bearing liability (Continued)












       

Bond for building:




-

593 888


Amount owing




  - 

625 002


Less: amount payable within 1 year included in current liabilities


-


(31 114)








The facility carried interest at South African prime bank overdraft rate, minus 1%. The rate was 14.5%. Security was provided by MJ Nunn and GSJ Bennett in equal portions of USD307 821 and USD615 642 by Foneworx Holdings Ltd. The facility was repayable over 120 months in monthly instalments of USD5 519, exclusive of interest.


The building was sold on the 30th of June 2008 adn the bond assumed by the purchaser.


 






31 280

621 158









Due in less than 1 year




24 488

53 672


Due later than one year but not later than 5 years

31 280

621 158


Total Interest bearing liability




55 768

674 830








13

Trade and other payables














Trade payables




2 067 106

864 877


Other payables




958 211

244 481


Accruals




989 280

450 692






4 014 597

1 560 050








14

Provisions














Bonuses














Opening Balance




403 834

-


Provided for the year/period




829 966

403 834


Utilised for the year/period




(419 828)

-


Translation difference




(126 027)

-


Closing Balance




687 945

403 834









Bonus provisions are made up of leave pay bonuses as well as project completion bonuses. Leave pay bonuses are paid in December every year whereas project completion bonuses at this point will be paid once a project has been completed successfully.


 Leave pay bonuses are provided for on a monthly basis whereas project completion bonuses are provided as a percentage of margins earned during the life of a project. 







































Year

Ended

31 March

2009


16 Months

Ended

31 March

2008






US$

US$








15

Net financing income














Interest income




894 834

140 536






894 834

140 536








16

Net financing expense














Interest expense




38 062

57 711






38 062

57 711








17

Profit before taxation














Profit before taxation is stated after charging :





Amortisation




5 638

7 182


Auditors remuneration - audit services



93 599

70 703


Auditors remuneration - non audit services



9 516

134 855


Consulting fees




38 376

23 191


Depreciation 




125 862

40 922


Operating lease expenses




221 594

154 748


Total employee costs




3 024 067

1 918 372


Share based payments




667 074

-


Exchange rate differences




923 713

-









And after crediting:








Exchange rate differences




-

49 368








18

Taxation














South Africa normal - current




4 463 806

1 608 483


  - deferred




(722 767)

(266 277)






3 741 039

1 342 206








Statutory Tax rate



28%

29%








Permanent differences :






Non-deductible expenses



4.61%

0.9%


Non-taxable income



(0.64%)

(0.88%)


Capital gains tax



0.32% 

0.44


Effective tax rate



32.29%

29.46%










































Year

Ended

31 March

2009


16 Months

Ended

31 March

2008





US$

US$







19

Basic and diluted earnings per share










Basic earnings per share is based on the Group's net profit for the year/period attributable to equity shareholders divided by the weighted average number of ordinary shares in issue during the year/period.










Net profit attributable to equity holders



7 839 522

3 187 158








Basic earnings



7 839 522

3 187 158








Basic weighted number of ordinary shares



37 062 121

24 624 165


Diluted weighted number of ordinary shares



40 578 985

24 624 165








Basic earnings per share (US cents)



21.15

12.94


Diluted earnings per share (US cents)



19.32

12.94






Reconciliation of basic weighted average number of ordinary shares to diluted weighted average number of ordinary shares:




Basic weighted average number of ordinary shares


37 062 121

24 624 165


Dilutive effect of weighted average share options


3 516 864

-


Diluted weighted average number of ordinary shares


40 578 985

24 624 165







20

Note to the cash flow statement 












Cash generated by operations






Profit before taxation



11 580 561

4 529 364


Depreciation and amortisation



131 500

48 104


Provisions



829 966

-


Share based payments



667 074

-


Net interest received



(856 772)

(82 825)


Taxation paid



(4 402 240)

-


Foreign currency translation adjustment



-

(329 929)





7 950 089

4 164 714








Working capital changes



(2 163 849)

(63 316)








Trade and other receivables



(4 618 396)

(2 027 200)


Trade and other payables



2 454 547

1 963 884








Cash generated by operations



5 786 240

4 101 398





































21

Share Based Payments












On the 30th April 2008, the company adopted the Group Global Share Option Plan ('Plan Options'), to allow individuals to be granted the right to acquire ordinary shares in the company. The Board may grant options under the Plan Options to any director, employee of the Group or consultants and contractors providing services to the Group selected by the Board. Plan Options may be granted by the Board at any time when dealing in the ordinary shares is not restricted by law, regulation or applicable guidelines.


Options may be exercised over a period of three years, calculated from the first anniversary of the granting of the options and in three equal tranches, with the Plan Options lapsing on the fifth anniversary of the grant date. A maximum of 15% of the company's issued ordinary shares in any 10 year period when added to any other options granted under all group employee share schemes and similar share option agreements are available under the scheme. 








The number and weighted average exercise price of the share options is as follows:


2009 Share Options








Weighted average exercise price (pence/share)

Number of options


Outstanding at the beginning of the year



-

-


Granted during the year



129

3 661 000


Forfeited during the year



145

(55 000)


Exercised during the year



-

-


Outstanding at the end of the year



127

3 606 000








Exercisable at the end of the year



-

-








Options granted during the year


Number of options

Option Price Pence

Fair Value - Pounds


12 May 2008


2 721 000

145

3 945 450


12 May 2008


750 000

58

435 000


1 October 2008


90 000

146.5

131 850


20 October 2008


100 000

146.5

146 500


Total


3 661 000


4 658 800








The options outstanding at 31 March 2009 have an exercise price in the range of 58 pence to 146.5 pence and a weighted average contractual life of 4.06years. The fair value of services received in return for share options granted are measured by reference to the fair value of share options granted. The estimate of the fair value of the share options granted is calculated using the Black-Scholes model. Options are stated in Pounds sterling as the company is listed on the AIM market of the London Stock Exchange.








The fair values were calculated using the Black and Scholes option pricing model. The inputs into the model were as follows:



Share Price




58p - 147p


Exercise Price




58p - 147p


Expected volatility




30%


Expected life (years)




4 - 5 years


Risk-free rate (%)




4.5%


Expected dividend yield (%)




7%








The Group recognised total expenses of USD 667 074 (2008: USD nil) related to equity share-based payment transactions during the year.









































22

Financial Instruments












The Group manages its capital to ensure that the Group will be able to continue as a going concern while maximizing the return to stakeholders through the optimization of equity balances. The Group's overall strategy remains unchanged from 2008.








Year

Ended

31 March

2009


16 Months

Ended

31 March

2008





US$

US$








Capital Risk Management






Interest bearing debt



(55 768)


(674 830)


Cash and cash equivalents



13 967 314

5 146 939


Net funds



13 911 546

4 472 109


Equity



15 989 992

4 527 204








Categories of Financial Instruments






Financial Assets






Cash and cash equivalents



13 967 314

5 146 939


Receivables



7 071 832

2 453 436


Financial Liabilities






At amortised cost



4 070 365

2 234 880








In the opinion of the directors, the fair value of all financial instruments are not materially different from their book values at year/period end.










Cash and cash equivalents all have a maturity of less than 3 months. Financial liabilities repayable within 1 year amount to $4 039 085 and the balance of 

$31 280 is repayable after the 1 year period.










Financial Risk Management objectives






Credit Risk






Credit risk refers to the risk that a counterparty will default on its contractual obligations resulting in financial loss to the Group. The Group has adopted a policy of only dealing with creditworthy counterparties and obtaining sufficient collateral, where appropriate, as a means of mitigating the risk.


The Group's credit risk is primarily attributable to its trade receivables. The amounts presented in the balance sheet are net of any allowances for doubtful receivables of $nil (2008: $ nil), estimated by the Group's management based on the current economic environment and the payment track records. The Group has amounts from major customers that represent more than 80% of the trade receivables balance. The Group does not consider this to be a significant credit risk as the specific counterparties receivable balance is current.




Year

Ended

31 March

2009


16 Months

Ended

31 March

2008



US$

US$






Trade Receivables past due but not impaired




Current trade receivables

4 759 344

1 697 872


Amounts in 30 to 60 days

584 503

67 416


Amounts in 60 to 90 days

364 633

52 687


Amounts in 90 days +

1 192 646

-


Total

6 901 126

1 817 975







22

Financial Instruments (Continued)




Market risk


The Group's activities expose it primarily to risk in changes to commodity prices. The risk of these changes is that possible execution by potential clients in the market are slowed down, postponed or stopped until such time that the commodity market recovers. Currently the Group has adequate execution projects, to negate this as an immediate risk. Management through active marketing look to further reduce this risk on the Groups business.




Foreign currency risk


The Group undertakes certain transactions in foreign currencies. Hence, exposures to exchange rate fluctuations arise. Exchange rate exposures are managed within approved policy parameters. The impact on profit and loss should there be a 10% movement on currency is $340 703.


Further to the above the Group operates a foreign operation with a functional currency of ZAR and a 10% movement on the currency will have a $ 122 538 impact on equity.






Year

Ended

31 March

2009


16 Months

Ended

31 March

2008



US$

US$


Cash and cash equivalents are held in the following currencies:




US Dollars 

1 222 130

1 706 573


Euros (Euro:US$ = 1.2677)

3 808 375

-


AUS Dollars (AUS $: US$ - 1.4448)

45 576

-


South African Rand (R: US$ = 9.6266)

8 891 233

3 440 366




13 967 314

5 146 939






Interest rate risk




The Group is exposed to interest rate risk as entities within the Group borrow funds at floating interest rates. Management however believe this amount to be immaterial due to the value of the interest bearing debt on the balance sheet.




Liquidity risk


Ultimate responsibility for liquidity risk management rests with the Board of directors, which has built an appropriate liquidity risk management framework for the management of the Group's short term funding and liquidity management requirements. The Group manages liquidity risk by maintaining adequate reserves and banking facilities by continually monitoring forecast and actual cash flows and matching maturity profiles of financial assets and liabilities.







Year

Ended

31 March

2009


16 Months

Ended

31 March

2008




US$

US$

23

Directors emoluments










Executive directors





Emoluments


607 696

374 842


Share based payment


469 283

-


Total


1 076 979

374 842


Non-executive directors





Fees


81 000

38 500


Share based payment


35 640

-


Total


116 640

38 500


Total


1 193 619

413 342








Year

Ended

31 March

2009



16 Months

Ended

31 March

2008




US$

US$

23

Directors Emoluments (Continued)










Individual director's emoluments





Executive

Basic Salary

Bonuses

Vehicle Allowances

Total

Total


Mr G Lowman

240 000

20 000

-

260 000

239 713


Mr G Bennett

240 000

20 000

-

260 000

135 129


Mr D C de la Roche *

65 159

19 458

3 079

87 696

-


Total

545 159

59 458

3 079

607 696

374 842







Non-executive


Fees for Services

Total

Total


Mr W Nairn #


48 000

48 000

-


Mr M Summers


33 000

33 000

38 500 


Total


81 000

81 000

38 500







*Appointed, effective 20 October 2008





#Appointed, effective 1 April 2008










2009 Share Options

Total 

1 April 

2008

Options granted

Options Exercised

Average option price pence

Total 

31 March 2009


Mr G Lowman

-

1 250 000

-

92.80

1 250 000


Mr G Bennett

-

600 000

-

145.00

600 000


Mr DC de la Roche

-

100 000

-

146.50

100 000


Mr M Summers

-

250 000

-

145.00

250 000


Total

-

2 200 000

-


2 200 000









Directors' interest in shares







As at the 31 March 2009, none of the directors held any shares in the capital of MDM Engineering Group Limited, other than Mr Bill Nairn who held 75 000 ordinary shares (2008: nil)




The directors are the only key management of the Group.






24

Related parties







The Group paid consulting fees of US$24 239 (2008: US$45 605) to Amari Services (Pty) Limited, a company associated with the major shareholder.


The Group paid rent of US$76 590 (2008: US$126 743) to Four Rivers Trading 123 (Pty) Ltd. Mr MJ Nunn, an indirect shareholder and MR GSJ Bennett, a director and indirect shareholder, provided security to the company as detailed in note 12.


The remuneration of directors is determined by the Remuneration Committee having regard to their performance and market trends. The remuneration of the directors is disclosed under note 23.



25

Post Balance sheet events




There are no significant events between 31 March 2009 and the date of this report.






















26

Group Entities










Name

Country of incorporation

Ownership

Principle activity


MDM Technical Africa (Pty) Limited

South Africa

100%

Mineral process engineering







MDM Engineering International Limited

British Virgin Islands

100%

Mineral process engineering







MDM Engineering Projects International Limited

British Virgin Islands

100%

Mineral process engineering







During the year the Group sold its 50% holding in Four Rivers trading 123 (PTY) Ltd, a joint venture property company.



27

Operating lease commitments




Year

Ended

31 March

2009


16 Months

Ended

31 March

2008



US$

US$


The Group has entered into a lease commitment to rent premises. The breakdown of the future commitment is as follows:








0 - 1 year

216 906

-


1 - 5 years

1 081 212

-


5 years and beyond

448 130

-


Total

1 746 248

-





28

Exchange rates








The exchange rates used in converting the financial information of subsidiaries from the functional currency of ZAR to the presentation currency are as follows








year/period end rate

9.6266

8.1216


year/period average rate

8.8684

7.1455





29

Dividends paid and proposed








During the year the following dividends were paid and proposed:




  • A final dividend of US 4 cents per share, amounting to US$ 1 498 502 paid in respect of the 16 month period ended 31 March 2008.




  • An interim dividend of US 3.75 cents per share, amounting to US$1 404 717 paid in respect of the 6 month interim period to 30 September 2008.




  • A final dividend of US 7.5 cents per share, amounting to US$ 2 809 433 has been declared in respect of the year ending 31 March 2009.



















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