Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (October 2020)
17 slides from Enthusiast Gaming's investor presentation, October 2020
Slide 1: The Largest Gaming Media Platform in North America
The Largest Gaming Media Platform in North America Investor Presentation October 2020 TSX: EGLX OTC: ENGMF FSE: 2AV
Slide 2: Disclaimer
Disclaimer CAUTIONARY STATEMENTS This presentation is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. The information contained herein has been prepared for the purpose of providing interested parties with general information to
Slide 3: Mission
Mission We are building a world of communities where video gamers connect and engage ENTHUSIAST GAMING HOLDINGS INC. 3
Slide 4: Investment Highlights
Investment Highlights 1 Platform with global reach of over 300M avid gamers monthly 2 Building the social network for gamers capitalizing on the “social revolution” and changes in how Gen Z and Millennials consume content 3 ~$110 million proforma revenue (2019). Robust monetization strategy with sig
Slide 5: Enthusiast Gaming: Owning the Fan Experience
Enthusiast Gaming: Owning the Fan Experience We own the fan experience from the moment the video game controller is put down: WEBSITES 100 Websites publishing unique content across the Example: video game spectrum Take a Call of Duty Fan After playing online with a few friends, the fans MCN journey
Slide 6: Enthusiast Gaming: Owning the Fan Experience
Enthusiast Gaming: Owning the Fan Experience WEBSITES Subscribers 100 Websites publishing Data unique content across the video game spectrum MCN 1,000 Channels YOUTUBE creating video game CHANNELS related content 30 Weekly Shows 24M+ Subscribers Direct Sales EXPERIENCES TEAMS 30 Live and virtual Lum
Slide 7: Our Competitive Advantage
YouTube Luminosity Our Websites Channels Gaming Influencers Experiences MCN Competitive 100 Sites Leading global esports Top Twitch & YouTube Streamers 1,000 YouTube Largest Expo in Channels Advantage 1B Views organization and valuable content 500 Influencers & Canada 3.2B Views engine Content Creat
Slide 8: Lucrative Audience Profile
Lucrative Audience Profile 1 All organic traffic, $0 spent on SEO and $0 Cost of Acquisition 2 70% Gen Z and Millennial cohort 3 COPPA compliant (Children's Online Privacy Protection Act) 4 Audience size: US: 65M / UK: 11M or 20% of the population – 43% of males 18-34 visit at least one EG site per
Slide 9: Foundational Pillars
Foundational Pillars Engagement Content Talent Ad Tech Data Large UGC base (user Reach of 300M generated content), over 500+ influencers gamers monthly 100k paying subscribers amongst the most well and growing for premium content and know celebrities among Investing in tech and Creating robust conte
Slide 10: Super Gamers Enthusiast Audience
ENTHUSIAST AUDIENCE “SUPER GAMERS” Who is an Enthusiast Gamer? Enthusiast is home to a diverse group of the most influential super gamers across the globe. Our ecosystem is a vital part of their daily routines. Likelihood Of A Super 65% Spend 15+ Hours Per Week Gaming 48% Don’t Use Facebook 4X Gamer
Slide 11: Recently Completed Acquisition Of Omnia Media
Recently Completed Acquisition Of Omnia Media 1) Owned & Operated Content CY2019 Pro Forma Revenue Strategic Rationale ~30+ Weekly Shows Content engine to fuel fan engagement (Figures in C$) – it’s way more than just an MCN Produce and program over 30 weekly shows across AVOD and OTT channels Premiu
Slide 12: 3-Year Growth Strategy
3-Year Growth Strategy Phase 1 300M gamers @ $0.40 Build Scale / Own the Fan Experience ARPU = $120M pro forma • Hardest step to complete ARPU: ~$0.40 • Began in 2015 and today reach 300M gamers revenue Phase 2 Monetize through Advertising • Optimize CPM ARPU: ~$1.00 • More Direct Selling Phase 3 Se
Slide 13: 2020-2021: Focus on Phase 2 Monetizing the Base
2020-2021: Focus on Phase 2 Monetizing the Base Incremental shifts in CPMs lead to outsized impact on Income Statement 1) Optimize CPMs 2) Direct Sales (Value Per Advertising Impression) • Direct sales team activated in Q1 2020 with 3 sellers • At beginning of 2019, audience monetized nearly 100% •
Slide 14: Brand Partners
Brand Partners + We create custom, unique advertising, experiential and influencer campaigns for our brand partners to help them speak to and engage with over 300 million gamers monthly ENTHUSIAST GAMING HOLDINGS INC. 14
Slide 15: Key Management & Directors
Key Management & Directors Francesco Aquilini Adrian Montgomery Chairman CEO & Director MD, Aquilini Investment Group. Former President of Aquilini Owner of the Vancouver Canucks Entertainment Served as & Rogers Arena Alternate Governor for the NHL Vancouver Canucks Menashe Kestenbaum Alex Macdonald
Slide 16: Capital Structure
Capital Structure TSX: EGLX FSE: 2AV CAP TABLE OTCQB: ENGMF Shares 103,109,346 Warrants 4,301,990 Current Share Price: $1.60 Options Market Cap: ~$180M (fully diluted) 3,451,135 Insider Holdings: ~30% Convertible Debenture 2,970,297 All $ Figures in CAD Fully Diluted 113,832,768 Analyst Coverage As
Slide 17: Thank You!
THANK YOU! ERIC BERNOFSKY Chief Corporate Officer Eric@enthusiastgaming.com TSX: EGLX OTC: ENGMF FSE: 2AV
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