Ooh Media Ltd · ASX:OML
Ooh Media — Merger or Acquisition (November 2015)
14 slides from Ooh Media's merger presentation, Nov 5, 2015
Slide 1: Acquisition of Inlink Group & Profit Guidance
For personal use only oOh!media ACQUISITION OF INLINK GROUP & PROFIT GUIDANCE INVESTOR PRESENTATION NOVEMBER 2015
Slide 2: Acquisition of Inlink
ACQUISITION OF INLINK For personal use only oOh! has signed definitive transaction documentation to acquire Inlink Group Pty Ltd - #1 digital OOH operator in CBDs and #1 presence in office environments - National network of over 2,800 digital screens across Australia’s key capital cities capturing
Slide 3: Compelling Strategic Rationale
COMPELLING STRATEGIC RATIONALE For personal use only Aligns with oOh! strategy to deliver premium audiences and unique digital advertising opportunities #1 in Digital Out Of Home in CBD – provides strong overall positioning with agencies Further digital leadership • More than doubles oOh! digi
Slide 4: Inlink Overview
For personal use only >260 2,800+ advertisers INLINK OVERVIEW digital in FY15 screens 10 year • Launched in 2001 to become the largest and fastest average growing CBD-based digital Out Of Home operator in Australia lease term • A leader in diverse CBD environments: Largest • Offices Significant CBD
Slide 5: Office
For personal use only OFFICE • Inlink has ~1,900 lift and ~350 lobby screens across its office network • Majority of audience is white-collar workers who are high-income earning, highly-educated groups and within the 25-54 age bracket (the lightest consumers of traditional media) • Underpinned by di
Slide 6: Café
For personal use only CAFÉ • ~150 CBD cafés nationally equipped with digital screens and client-sponsored Wi-Fi • Similar ‘hard to get’ audiences as in Office segment, reaching >280k urban professionals per fortnight • Cafes are typically located in close proximity to Inlink’s office towers allowing
Slide 7: Fitness
For personal use only FITNESS • Inlink’s Fitness Network comprises >250 fitness centres nationally • Inlink’s fitness network reaches >425,000 gym members • Flagship 5+ year agreement Complementary with oOh! Sports offering
Slide 8: Wi-Fi & Content
For personal use only WI-FI & CONTENT • 345 free public Wi-Fi hotspots around Australia, 175 in CBD areas and 170 across the fitness network • Inlink has developed its own Wi-Fi management software including a captive portal, ad delivery platform and analytics • In addition, Inlink has content platf
Slide 9: Experiential
EXPERIENTIAL For personal use only Targeted experiential business that has run hundreds of events and delivered millions of product samples to CBD audiences. Complementary to oOh! Edge experiential business
Slide 10: oOh! + Inlink
oOh! + INLINK For personal use only 2,200,000+ affluent CBD consumers and business decision makers per fortnight oOh! + oOh! Inlink Office Towers - 350+ CBD Cafes 150 530+ Digital Displays 400 2000+ Gyms + 50 250 Fitness Indoor Sports Venues Digital Displays 50+ 250+ Wifi Wifi hotspots 500+ 900+
Slide 11: Funding and Financial Impact
FUNDING AND FINANCIAL IMPACT For personal use only • Acquisition price of $45m payable in cash on completion • The proposed acquisition expected to be immediately EPS accretive1 • Significant opportunities for material accretion • Business is low capital intensity driving strong cash flow generation
Slide 12: Guidance Upgrade
GUIDANCE UPGRADE For personal use only • oOh!media has revised its pro-forma FY15 EBITDA guidance to between $57 and $58m1 vs its prospectus forecast of $48.6m • This equates to a 37% increase on pro-forma FY14 EBITDA and compares with guidance provided on 25 August 2015 of pro-forma FY15 EBITDA of
Slide 13: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER For personal use only Important notice and disclaimer This document is a presentation of general background information about the activities of oOh!media Limited (oOh!media) current at the date of the presentation, 5 November 2015). The information contained in this p
Slide 14: For personal use only
For personal use only oohmedia.com.au