It was with great pleasure that I attended the AirFinance Journal Africa 2018 Conference in Johannesburg this October. I was thrilled to present my views on Airline Investment, Profitability, Startups, Entrepreneurship and Venture Capital…
Please find herewith the video of my presentation along with the PowerPoint presentation hereafter.
Contents of the video :
00:34 : About Air Senegal
02:24 : Biography / background
04:25 : Topic : is it necessary for smaller African carriers to consolidate ?…Value Creation…
06:25 : Presentation Contents
07:12 : Part A: What a rationale Investor is looking for ?
07:15 : A1 – Investors seek returns !
08:40 : A2 – Key features of a promising Venture (Create Value / Deliver Value / Monetize it)
12:53 : A3 – Fundamentals of Investment: the 3M
15:06 : Part B : What’s the problem in Africa ?
15:15 : B1 – African aviation: opportunities and challenges
17:43 : B2 – A major issue: limited access to funding sources (equity and debt)
19:46 : Part C : Foundations for Success
20:43 : C1 – Cost matters ! So become a Cost Leader (or die)
23:03 : C2 – Size matters ! So head for heavy growth (or die)
24:35 : C3a – Management (&BoD) matters ! Build entrepreneurial mindset (or die)
25:03 : C3b – Entrepreneurs within the Airline Industry
26:11 : C3c (1/2) : Entrepreneurial / Start-up culture & mindset
28:11 : C3c (2/2) : Entrepreneurial / Start-up culture & mindset
30:16 : C4 : Investment matters ! Get access to financial resources (or die)
31:46 : Understanding the Ecosystem…in which you live in…
33:00 : Part D : Why growth is key for returns ? An Investor’s perspective
33:38 : D1 – Back to basics: Private Equity (PE) fundamentals
35:33 : D2 – Valuation : a case study. Why growth matters !
37:42 : Part E : Private Equity investment
37:48 : E1 – Private Equity investment – A game changer
40:39 : E2 – Mitigating Risks for PE Investors
41:35 : E3 – PE monetization / Exit strategies
42:33 : Closing remarks & Recap