Investor Presentation - ASX · Top 20 (excl Board & Management) 50% Other shareholders For personal...
Transcript of Investor Presentation - ASX · Top 20 (excl Board & Management) 50% Other shareholders For personal...
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Investor Presentation 23 January 2015
“Global Crowd Sourced Micro-Job Platform”
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Corporate Snapshot
ASX Code: “CM8”
Ordinary Shares on Issue 75m
Market Cap (@ 20 cents) $15m
Directors
Theo Hnarakis – Non-Executive Chairman
Hans de Back – Non-Executive Director
Frank Giugni– Non-Executive Director
Domenic Carosa – Executive Director & CEO
Global Crowd Sourced micro-job
mobile cloud platform
FY14 Sales AUD $9.84M (Audited)
FY14 EBITDA AUD $2.189M (Audited & Normalised)
Listing on an FY14 EBITDA multiple of circa 7x
Over 3.4 million paid messages in FY14
Shareholding breakdown
Board &
Management
25%
Top 20 (excl
Board &
Management)
50%
Other
shareholders
25%
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Global Trends Significant growth forecast(1)
1 Source: Outlined in the ASX QXQ Prospectus dated 20th November 2014 – Industry Report by Frost & Sullivan
DCB refers to Direct Carrier Billing and PSMS refers to Premium SMS
Global Smartphone Subscriptions, 2010 - 2019 Global DCB/PSMS Volumes, 2012 – 2017
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Vision A Global, mobile focused, crowd sourced micro job platform
To build a global crowd
sourced cloud based micro
job workforce (jobs that
take less than 5 mins)
Targets the growing app
info and entertainment
usage markets globally
Over 3.4m paid messages
in FY14
Tina wants
gossip on
her friend
Passion for
Fashion has a
fashion expert
answer
Bongo’s Gossip
expert will answer
the question
John asks for
relationship
advice from
WWJD
What would Jesus
do would answer
with the help of a
religious expert
Kelly wants
some advice on
a dress she is
about to buy
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Micro Job Cloud Platform
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Current Products & Brands
Bongo
Thinks
Passion For
Fashion
Bongo
Knows
What Would
Jesus Do
BongoThinks.com AskBongo.com Passion4FashionApp.com WhatWouldJesusDoApp.com
Over 3.4m million paid questions answered in FY14
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Mobile Apps Collection of future potential apps developed for a broad demographic around themes like entertainment, sports, lifestyle & healthcare.
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Growth Opportunities
South
America
Existing footprint
Netherlands
Global footprint
New Zealand
Ireland
UK
Poland
Spain
Portugal
Belgium
Norway
Germany
Switzerland
Italy
Australia
North
America
Asia
Current Language Footprint: English, German, French, Dutch, Portuguese, Italian, Spanish, Norwegian, Hungarian, Polish
Significant potential to grow organically and through acquisition
Hungry
Africa
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Who we get paid from
Revenue Split Telco/Carrier
Revenue Split Apple
Revenue Split Google
Crowd
Mobile
55% Apple
30%
Expert
Researcher
15%
Crowd
Mobile
75%
10%
Expert
Researcher
15% Crowd
Mobile
35%
Telco/
Carrier
50%
Expert
Researcher
15%
Bluechip upstream providers & revenue splits
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Board of Directors Global experience and Expertise
Theo Hnarakis (Non Executive Chairman) brings a wealth of experience working in the media industry and
scaling Australian ASX listed technology businesses. He graduated from The University of SA with a Bachelor
of Accounting and has held senior roles with News Corporation, Boral Group, PMP and was the Managing
Director and CEO of Melbourne IT until 2013. Mr Hnarakis is also currently a non-executive Director of
Newzulu Limited (ASX: NWZ).
Hans de Back (Non Executive Director) has significant experience across multiple high-technology industries
including mobile, gaming, and social media. He holds a master degree in corporate law from Amsterdam
University and has extensive international experience having worked with companies Globally. Mr. de Back is
currently the Managing Partner at Incubasia Ventures working with innovative and scalable technology
companies. He currently holds non-executive directorships for Moko (ASX: MKB) and iCollege (ASX: ICT).
Frank Giugni (Non Executive Director) is an experienced finance professional with extensive profit-centre
experience gained in several key accounting and management roles with major ASX and FTSE-listed
companies. He specialises in restructuring and performance improvement, as well as mid-market merger &
acquisition activities.
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Global Executive Team Experience and Expertise
Domenic Carosa Executive Director &
CEO
Extensive experience in technology and ASX listed companies including growing destra to revenues to over $100M. (Location: Melbourne)
Bill Kyriacou Financial Controller
Managed company during growth phase over last 5 years. Bill has extensive SME and ASX company experience. (Location: Melbourne)
Tobias Schlitzke COO
Manages the growth and operations of the company across multiple countries and time zones. Significant start-up and growth focused roles Including Swisscom (Location: Europe)
Iain Clark CTO
Ensures that Crowd Mobile’s core technology platforms globally are running and that new products are released on time. Previously with with Goldman Sachs. (Location: Melbourne)
Gregor Cooney
International Marketing Manager
Responsible for Crowd Mobiles global expansion strategy including establishing relationships with MTV and other key partners. (Location: Europe)
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Comparable Assets Strong financial position vs peers
CrowdMobile Moko Mobile Mobile Embrace Freelancer MigMe
Ticker CM8 MKB** MBE** FLN*** MIG**
Description Mobile Crowd
Sourced micro-
job platform
Mobile social
advertising
platform
Integrated mobile
payments/marke
ting
Online
outsourcing
marketplace
Mobile social
entertainment
FY14 Revenue ($M) +9.84 8.2 19.3 22.0 .005
FY14 EBITDA ($M) +2.19 -10.2 3.15 -1.60 -0.7
Share Price (cents) 20c (@listing) 15.5c 18c 63.5c 70c
Market Cap ($M) 15m 95m 68m 274m 140m
EBITDA Multiple* 7x N/A 21.5x N/A N/A
Note: All share prices as at closing 22 Jan 2015 taken from Commsec
+Based on the audited and normalised figures of the recently acquired Crowd Mobile group.
** MKB, MIG and MBE results annualised FY14 Annual Report
*** FLN results annualised from 1H FY14 Results presentation (11/08/14)
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Investment highlights
Right customer demographic – technology take-up and spend
Large brand portfolio and proprietary IP
Proven profitable business model with solid margins
Global growth opportunities with proven global marketing & distribution
network
Globally experienced team driving growth
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Disclaimer
The material herein is a presentation of non-specific background information about the current activities of Crowd Mobile Limited (Crowd Mobile or the Company). It is information given in summary form and does not purport to be complete. All persons should seek appropriate professional investment advice in reviewing or considering this presentation and all other information with respect to Crowd Mobile, its business, financial performance and operations. Neither the provision of this presentation nor the information contained therein, or any associated communication to any person should be taken as constituting financial advice regarding the purchase or dealing of shares in Crowd Mobile. This presentation does not purport to provide all information that might reasonably be required to complete a detailed assessment of Crowd Mobile. Individuals should conduct their own investigation of investment and financial parameters relevant to their personal requirements for investment purposes. The presentation may contain forward looking statements regarding the intentions of the Company, and these will be affected by many other factors beyond the control of the Company. Forward-looking statements include, but are not limited to, statements concerning Crowd Mobile’s planned strategies and programs and other statements that are not historical facts. Although Crowd Mobile believes that its expectations reflected in these forward-looking statements are reasonable, such statements involve risks and uncertainties and no assurance can be given that actual results will be consistent with these forward-looking statements The presentation must be considered in the light of these uncertainties and investments in Crowd Mobile should be considered as speculative in nature. The presentation is not a prospectus or similar disclosure document and does not constitute an invitation to apply for shares in Crowd Mobile or ASX:CM8.
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Participate in the Future of Mobile
Contact:
Domenic Carosa [email protected]
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