Frontier Digital Ventures Ltd. · ASX:FDV
Frontier Digital Ventures — Shareholder Meeting (May 2017)
22 slides from Frontier Digital Ventures's shareholder meeting presentation, May 26, 2017
Slide 1: Annual General Meeting
For personal use only ANNUAL GENERAL MEETING 26 MAY 2017 FRONTIER DIGITAL VENTURES
Slide 2: Highlights
HIGHLIGHTS For personal use only 2016 Total revenue of A$13.4m on 100% basis, up 82% over 20151 Total revenue1 (2015: A$7.3m) Financial ‒ Zameen expanded its revenues to A$5.8m (up +227% from 2015) performance ‒ Encuentra24.com recorded revenues of A$5.0m (up +17% from 2015) A$13.4m +82% ‒ 7 out o
Slide 3: FY2016 Financial Results
FY2016 FINANCIAL RESULTS For personal use only Strong revenue growth across the portfolio and prudent cost management highlights Frontier’s significant progress towards achieving cash flow breakeven Total revenue (A$m; 100% basis) Total EBITDA (A$m; 100% basis) Significant growth in revenues as port
Slide 4: Current Portfolio of Investments Across Countries
CURRENT PORTFLIO OF 15 INVESTMENTS ACROSS 19 COUNTRIES For personal use only Frontier continues to establish strong brand awareness within our target markets as the funding partner of choice for many successful entrepreneurs – Focuses on early stage, locally-based operating companies where the team’
Slide 5: Revenue Breakdown Across Portfolio
REVENUE BREAKDOWN ACROSS PORTFOLIO For personal use only Strong financial performance in 2016 validates Frontier’s differentiated strategy of partnering with local entrepreneurs Current 2016 revenue Revenue growth Operating company shareholding (A$000, 100% basis) (annual) Type Zameen 30% 5,750 227%
Slide 6: Frontier's Differentiated Strategy
FRONTIER‘S DIFFERENTIATED STRATEGY For personal use only Frontier has a differentiated investment strategy that combines the drive of well invested local founders with Frontier’s top tier experience building online classifieds businesses Frontier’s clear strategy… ...and unique position to execute –
Slide 7: Zameen: Demonstrated Value Creation
ZAMEEN: DEMONSTRATED VALUE CREATION For personal use only Frontier’s first investment, Zameen, has already increased in value by more than 5x on the investment to date (stake now worth US$27m) Growth in Zameen equity value Zameen proportion of Frontier portfolio Company value increase of 22.5x FDV n
Slide 8: Zameen: Blueprint to Roll Out Across Portfolio
ZAMEEN: BLUEPRINT TO ROLL OUT ACROSS PORTFOLIO For personal use only Frontier’s further 14 investments are following the Zameen blueprint and are rapidly progressing towards monetisation Zameen optimisation process Optimisation of key metrics Zameen was optimised based on Frontier Mar-14 Change Im
Slide 9: Strategic Vision for Frontier
STRATEGIC VISION FOR FRONTIER For personal use only Frontier is currently executing on its short- to medium-term plan of taking 10 online classifieds businesses to monetisation Establish Bring 10 Portfolio Establish Monetise portfolio businesses to rationalisation >A$100m market equity monetisation
Slide 10: Maturing Portfolio
MATURING PORTFOLIO For personal use only Frontier is currently optimising the operations of its 15 online classifieds investments and rapidly progressing these investments towards monetisation Investment progression Jun 14 Dec 14 Jun 15 Dec 15 Jun 16 Dec 16 2016 revenue (A$) Currently monetising Zam
Slide 11: Shift to Transaction Revenue – Online Classifieds v2.0
SHIFT TO TRANSACTION REVENUE – ONLINE CLASSIFIEDS v2.0 For personal use only Frontier markets present a significant opportunity to roll-out the v2.0 online classifieds business model and benefit from transactional revenue streams – There exists a significant opportunity to roll-out v2.0 of the onlin
Slide 12: Upcoming Share Price Catalysts
UPCOMING SHARE PRICE CATALYSTS For personal use only Frontier has a number of upcoming share price catalysts as it continues to focus on building the equity value of its portfolio PORTFOLIO – Continued roll-out of successful Zameen blueprint to other portfolio OPTIMISATION companies MARKET – Near te
Slide 13: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only Frontier provides investors with a diversified portfolio of high growth online classifieds businesses in some of the fastest growing emerging markets – Frontier is the leading global operator of online classifieds businesses in frontier markets – Frontier’
Slide 14: Appendix
For personal use only [x] APPENDIX FRONTIER DIGITAL VENTURES 14
Slide 15: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only Frontier is focused on developing online classifieds businesses in underdeveloped, emerging countries or regions Key personnel Top shareholders Catcha Group (Patrick Grove and Luke Elliott) 40.8% David Baxby Chairman Shaun Di Gregorio (CEO & Founder) 17.1% –
Slide 16: Market Position of Investments
MARKET POSITION OF INVESTMENTS For personal use only Frontier is focused on achieving a market leading position in all of its investments as a key requirement to being able to successfully monetise its user base Currently monetising Monetisation planning stage Growing operating metrics #1 #1 upinves
Slide 17: Encuentra24.com: Trading Update
ENCUENTRA24.COM: TRADING UPDATE For personal use only Encuentra24.com is the leading general classifieds portal in the key Central American markets of Panama, Costa Rica, Nicaragua and Honduras Business update Total listings (000s) – Encuentra24.com is the leading general online classifieds 600 port
Slide 18: iMyanmarHouse: Trading Update
IMYANMARHOUSE: TRADING UPDATE For personal use only Successful roll-out of the iMyanmarHouse app and usage with real estate agencies is driving strong operational and financial performance over the last 2 years Business update Real estate agencies using platform (#) – iMyanmarHouse.com is the leadin
Slide 19: LankaPropertyWeb: Trading Update
LANKAPROPERTYWEB: TRADING UPDATE For personal use only Strong growth in listings over the last 2 years has seen LankaPropertyWeb overtake its competitors as the leading online real estate portal in Sri Lanka Business update Competitive landscape – total listings (000s) 40 – LankaPropertyWeb is the l
Slide 20: Kupatana: Trading Update
KUPATANA: TRADING UPDATE For personal use only Operational outperformance in 2016 has transitioned Kupatana to significant monetisation stage from its position of clear market leadership in Tanzania Business update Total users (000s) 500 – Kupatana is the leading general classifieds portal in Tanzan
Slide 21: Disclaimer
DISCLAIMER For personal use only The material contained in this presentation is non-specific and is a summary of the background to the Company’s activities. As this information is in a summary form it is not intended to be complete. Independent advice should be sought by investors or potential inves
Slide 22: Contact Details
For personal use only CONTACT DETAILS Principal Office 39-8 The Boulevard Mid Valley City, Lingkaran Syed Putra Kuala Lumpur, Malaysia Telephone: +60 3 2201 0790 FRONTIER DIGITAL VENTURES
Frontier Digital Ventures — Shareholder Meeting (May 2017) on 6ix