Investor Presentation - ASX · Top 20 (excl Board & Management) 50% Other shareholders For personal...

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1 Investor Presentation 23 January 2015 “Global Crowd Sourced Micro-Job Platform” For personal use only

Transcript of Investor Presentation - ASX · Top 20 (excl Board & Management) 50% Other shareholders For personal...

Page 1: Investor Presentation - ASX · Top 20 (excl Board & Management) 50% Other shareholders For personal use only 25% . 3 Global Trends Significant growth forecast (1) 1 Source: Outlined

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Investor Presentation 23 January 2015

“Global Crowd Sourced Micro-Job Platform”

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Page 2: Investor Presentation - ASX · Top 20 (excl Board & Management) 50% Other shareholders For personal use only 25% . 3 Global Trends Significant growth forecast (1) 1 Source: Outlined

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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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Page 3: Investor Presentation - ASX · Top 20 (excl Board & Management) 50% Other shareholders For personal use only 25% . 3 Global Trends Significant growth forecast (1) 1 Source: Outlined

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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%

Google

10%

Expert

Researcher

15% Crowd

Mobile

35%

Telco/

Carrier

50%

Expert

Researcher

15%

Bluechip upstream providers & revenue splits

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Page 10: Investor Presentation - ASX · Top 20 (excl Board & Management) 50% Other shareholders For personal use only 25% . 3 Global Trends Significant growth forecast (1) 1 Source: Outlined

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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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