Investor Presentation 23 January 2015

Transcription

1 Investor Presentation 23 January 2015 Global Crowd Sourced Micro-Job Platform 1

2 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 Shareholding breakdown Other shareholders 25% Board & Management 25% 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 Top 20 (excl Board & Management) 50% 2

3 Global Trends Significant growth forecast(1) Global Smartphone Subscriptions, Global DCB/PSMS Volumes, Source: Outlined in the ASX QXQ Prospectus dated 20 th November 2014 Industry Report by Frost & Sullivan DCB refers to Direct Carrier Billing and PSMS refers to Premium SMS 3

4 Vision A Global, mobile focused, crowd sourced micro job platform To build a global crowd sourced cloud based micro job workforce (jobs that Tina wants gossip on her friend Bongo s Gossip expert will answer the question take less than 5 mins) Targets the growing app info and entertainment John asks for relationship advice from WWJD What would Jesus do would answer with the help of a religious expert usage markets globally Over 3.4m paid messages in FY14 Kelly wants some advice on a dress she is about to buy Passion for Fashion has a fashion expert answer 4

5 Micro Job Cloud Platform 5

6 Current Products & Brands Over 3.4m million paid questions answered in FY14 Bongo Thinks Bongo Knows Passion For Fashion What Would Jesus Do BongoThinks.com AskBongo.com Passion4FashionApp.com WhatWouldJesusDoApp.com 6

7 Mobile Apps Collection of future potential apps developed for a broad demographic around themes like entertainment, sports, lifestyle & healthcare. 7

8 Global footprint Significant potential to grow organically and through acquisition UK Norway Netherlands Existing footprint Growth Opportunities North America Ireland Portugal Belgium Germany Switzerland Italy Spain Poland Hungry Asia South America Africa Australia New Zealand Current Language Footprint: English, German, French, Dutch, Portuguese, Italian, Spanish, Norwegian, Hungarian, Polish 8

9 Who we get paid from Bluechip upstream providers & revenue splits Revenue Split Telco/Carrier Revenue Split Apple Revenue Split Google Expert Researcher 15% Telco/ Carrier 50% Crowd Mobile 35% Expert Researcher 15% Apple 30% Crowd Mobile 55% Google 10% Expert Researcher 15% Crowd Mobile 75% 9

10 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 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. 10

11 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) 11

12 Comparable Assets Strong financial position vs peers CrowdMobile Moko Mobile Mobile Embrace Freelancer MigMe Ticker CM8 MKB** MBE** FLN*** MIG** Description Mobile Crowd Sourced microjob platform Mobile social advertising platform Integrated mobile payments/marke ting Online outsourcing marketplace Mobile social entertainment FY14 Revenue ($M) FY14 EBITDA ($M) Share Price (cents) 20c 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) 12

13 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 13

14 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. 14

15 Participate in the Future of Mobile Contact: Domenic Carosa 15