Ovanti Ltd · ASX:OVT
Ovanti — Investor Presentation (November 2024)
13 slides from Ovanti's investor presentation, Nov 28, 2024
Slide 1: Disrupting U.S. Buy Now Pay Later
For personal use only Disrupting U.S. Buy Now Pay Later
Slide 2: Disclaimer
Disclaimer The details presented in this document have been prepared by Ovanti Limited ACN 091 192 871 (the Company). This presentation offers a summary of the Company’s current activities and those of its subsidiaries as of the date provided. The information herein is general and does not claim to
Slide 3: Ovanti Investor Highlights
Ovanti Investor Highlights Trillion Dollar Market Opportunity For personal use only The U.S BNPL market is still in its infancy as it continues to take market share from existing debit & credit cards - a US$10T Exceptionally Experienced industry. Leadership Ovanti has recently hired a number of key
Slide 4: Meet Our New CEO
Meet Our New CEO Simon has 30 years’ experience in financial services, working internationally across ANZ and the US. Former US CFO of Zip Co Limited (ASX:ZIP), helping the For personal use only Australian-founded BNPL firm achieve scale in the American market. Senior positions with Macquarie Group
Slide 5: Executive Expertise
Executive Expertise Accelerating Speed to Market Bruce Brenkus Frank Ruscio For personal use only Credit Risk Officer CTO/CIO Advisor Credit & Risk Advisor Track record across industries, including BioPharma, Financial Services, Insurance, Leisure, geographies, 30+ year veteran credit risk officer a
Slide 6: U.S. BNPL Market Size
U.S. BNPL Market Size US$19.6T For personal use only BNPL is experiencing significant growth in the US Payments Market United States but is still at a very early stage of industry development. US$10T BNPL adoption is driven by: US Credit & Debit Cards Shift from traditional credit, particularly youn
Slide 7: U.S. BNPL Statistics
U.S. BNPL Statistics For personal use only 94m 24.7% 22% 2024 American Forecasted BNPL American’s with Low BNPL Users CAGR 2022-2030 FICO/No FICO 89% $135 6 1 in 3 BNPL Users Paying Avg. BNPL Loan Avg. BNPL Term Sub Prime On Time Amount in Weeks Americans Source: Capital One Research Motley Fool 07/
Slide 8: U.S. BNPL Growth
U.S. BNPL Growth U.S. BNPL Payment Volume (in USD billions) BNPL first launched in 2019 and has grown exponentially 206 driven largely by Millennials and Gen Z who seek an AGR C 189 alternative to traditional credit cards. 10% For personal use only 173 158 145 133 116 2023 2024 2025 2026 2027 2028 2
Slide 9: Ovanti BNPL Strategy
Ovanti BNPL Strategy Target underserviced Market entry into high merchants and BNPL utilisation For personal use only industry verticals States Focus on mid-tier Leverage existing retailers and SMEs payment networks AI-enabled team Partnering for speed from Day 1 to market Enhanced credit assessment
Slide 10: Ovanti U.S. BNPL Roadmap
Ovanti U.S. BNPL Roadmap Q1 2025 Q3 2025 Q4 2025 Q1 2026 Finalise U.S. BNPL Launch U.S. BNPL Secure a multi-year Grow BNPL product strategy. product including preferred partnership transactions to For personal use only technology & legal with an American US$10m total frameworks. retailer with turnov
Slide 11: Listed BNPL Comparables
Listed BNPL Comparables For personal use only Note on Block Inc: Today Block is a diversified fintech that makes revenue from Bitcoin, subscriptions, and transactions. Block announced plans to buy Afterpay in Aug 2021 for US$29 billion, all in Block Inc scrip. In FY21, Afterpay processed ~US$15 bill
Slide 12: Capital Structure
Capital Structure For personal use only Ordinary Shares on Issue 2,030,145,593 Options on Issue 70,000,000 Convertible Loan Notes 825,000 ($0.02 conversion) Share Price $0.023 Fully Diluted Market Capitalisation $49,252,099 As of close of trading 25th Nov 2024 12/13
Slide 13: Contact
Contact For personal use only Ovanti Ltd Barclay Pearce Capital Investor Relations Corporate Advisor investors@ovanti.com corporate@barclaypearce.com.au (02) 8288 6900 This presentation has been authorised for release by Daler Fayziev, Chairman 13/13