Fatfish Group Ltd. · ASX:FFG
Fatfish — Investor Presentation (March 2015)
23 slides from Fatfish's investor presentation, Mar 27, 2015
Slide 1: Creating Shareholder Value and Championing Innovation
For personal use only CREATING SHAREHOLDER VALUE AND CHAMPIONING INNOVATION FFG - An Internet Ventures Conglomerate In The Making CORPORATE PRESENTATION
Slide 2: Disclaimer
For personal use only DISCLAIMER The material contained in this This presentation does not constitute This presentation contains forward- presentation is non-specific and is a an offer or invitation in any place in looking statements which are identified summary of the background of the which, or to p
Slide 3: Creating Shareholder Value and Championing Innovation
For personal use only C R E AT I N G S H A R E H O L D E R VA L U E A N D C H A M P I O N I N G I N N O VAT I O N ASX Code: FFG Market Capitalisation: Company Management: 19.52% AUD33.5 Mil Of Register Share Price: 26c 52 Week High: 29c Shares Outstanding: GICS Classification: 129.6 Mil Diversified
Slide 4: Company Profile
For personal use only COMPANY PROFILE FATFISH INTERNET DUAL FOCUS ON GROWTH GROUP IS AN INTERNET HEADQUARTERED IN INTERNET MARKETS, VENTURE INVESTMENT SINGAPORE AND INVEST FROM FIRM - FIRST OF ITS KIND MELBOURNE “SEED-TO-EXIT” TO LIST ON THE ASX ENHANCE VALUE OF OFFERS UNIQUE OPPORTUNITY INVESTEE TH
Slide 5: Our Seed-to-Exit Business Model
For personal use only OUR SEED-TO-EXIT BUSINESS MODEL ENHANCING VALUE FROM SEED TO EXIT 1. 2. 3. DIGITAL INCUBATOR VENTURE CAPITAL CORPORATE DIVISION DIVISION ADVISORY DIVISION Early-stage investment into Investment into growth-stage / Consulting engagement startups Pre-IPO companies high-growth tec
Slide 6: Partnership with Southeast Asian Governments
PARTNERSHIP WITH SOUTHEAST ASIAN GOVERNMENTS Investments into digital For personal use only SINGAPORE media startups Official Incubator of i.jam Reload Funding Fatfish invests upto SGD100k, MDA invests SGD150k (equity-free) per company i.e. funding of up to AUD220k per startup Investments into tech MA
Slide 7: The Fatfish Team
For personal use only THE FATFISH TEAM KIN-WAI LAU | CEO DATO LARRY GAN | CHAIRMAN DONALD LOW | DIRECTOR Serial entrepreneur that has 26 years experience in Accenture, Former securities regulator in Hong listed 3 companies, with near including as Managing Partner of Kong. Involved in GLCs of Malaysi
Slide 8: Stellar Team with Winning Track-Record
For personal use only STELLAR TEAM WITH WINNING TRACK-RECORD KIN-WAI LAU | CEO YEN-LU CHOW | DIRECTOR OF INCUBATION DATO LARRY GAN | CHAIRMAN Founder and Managing Director Venture Partner Founding Director REGIONAL VOICE AND MOBILE WAS VENTURE PARTNER @ THE ASIA’S NO.1 ONLINE SOFTWARE SPECIALIST THA
Slide 9: Stellar Team with Winning Track-Record
For personal use only STELLAR TEAM WITH WINNING TRACK-RECORD PETE KELLOCK | DONALD LOW | DIRECTOR ENTREPRENEUR-IN-RESIDENCE Founder and CEO AN INVESTMENT HOLDING PIONEER IN AUTOMATIC COMPANY LISTED ON THE MAIN VIDEO EDITING, LICENSING MARKET OF BURSA MALAYSIA TECHNOLOGY TO LG, SAMSUNG, ETC Private c
Slide 10: Our Portfolio of Investments
For personal use only OUR PORTFOLIO OF INVESTMENTS
Slide 11: Current Portfolio of Investments - Investment Breakdown
For personal use only CURRENT PORTFOLIO OF INVESTMENTS - INVESTMENT BREAKDOWN 8.3% IoT devices 16.7% 25% Cloud & SaaS Social Media INVESTMENT BREAKDOWN 25% 25% e-Commerce Mobile Games
Slide 12: Current Portfolio of Investments - Geographical Distribution
For personal use only CURRENT PORTFOLIO OF INVESTMENTS - GEOGRAPHICAL DISTRIBUTION SINGAPORE INDONESIA MALAYSIA AUSTRALIA 58.3% 25% 8.3% 8.3% 7 INVESTEES 3 INVESTEES 1 INVESTEE 1 INVESTEE 1 EXIT
Slide 13: Current Portfolio of Investments - Selected Investment Highlight
CURRENT PORTFOLIO OF INVESTMENTS - SELECTED INVESTMENT HIGHLIGHT No.1 insurance online portal of Indonesia. For personal use only Mission: to revolutionize how insurance is sold in Indonesia Currently partnered with 16 insurers to offer various general insurance products online Market potential: • 6
Slide 14: Current Portfolio of Investments - Selected Investment Highlight
CURRENT PORTFOLIO OF INVESTMENTS - SELECTED INVESTMENT HIGHLIGHT One of Singapore’s top ecommerce sites For personal use only Full-stack A-to-Z online fashion retailer Recently received USD1.5m investment from US based VCs and other investors Continuous strong growth ( 130% last financial year ) Expa
Slide 15: Investment Approach
INVESTMENT APPROACH Equipped to identify, invest and help build successful Internet ventures CORPORATE FINANCE through comprehensive capabilities. For personal use only In-house corporate finance teams to assist IPO or M&A strategy MENTORSHIP & ADVISORY DEAL-FLOW ACCESS Experienced team consisting of
Slide 16: Opportunities
OPPORTUNITIES For personal use only INTERNET PENETRATION COMPARISON (2013) DISTRIBUTION OF INTERNET USERS (2014) INTERNET USERS POPULATION 36% 350 74.6M 350 250 200 150 26% 7.69M 100 66% 82% 50 20.1M 19.4M 0 M’sia Thai Indo Aus Internet penetration rates exponentially Almost half of the world’s Inte
Slide 17: Opportunities
OPPORTUNITIES For personal use only SMARTPHONE PENETRATION RATE SOUTHEAST ASIA E-COMMERCE SET TO BOOM NON SMARTPHONE SMARTPHONE 23% 54m$ 20% 22m$ 77% 80% Indo M’sia 32m$ 17m$ 25% 51% 49% 75% (2013) Thai Aus The Market for online shopping in Southeast Asia could be worth Smartphone users in $21.8 bil
Slide 18: Recent Developments
RECENT DEVELOPMENTS For personal use only Exit from dating app startup LOLA within 6 months of OCT investing. LOLA was acquired by Lunch Actually Group, the largest match-making and dating service provider in Southeast 2014 Asia 1:1 FFG Options (ASX:FFGO) @ A$0.01 , exercise price of Jan AUD0.22 . F
Slide 19: Market Visibility
For personal use only MARKET VISIBILITY
Slide 20: Market Visibility
For personal use only MARKET VISIBILITY
Slide 21: Summary
SUMMARY 1. ELEVATOR PITCH For personal use only Invests in internet businesses of Southeast Asia / Australia 2. BUSINESS MODEL Seed-to-exit investment strategy and value creation to enhance investment 3. CREDIBILITY Selected by the Singapore & Malaysian Governments as co-investment manager 4. MARKET
Slide 22: Summary
5. TRACTION For personal use only 12 investments, 1 exit 6. DISRUPTION MODEL Engineering own exit strategy - Assist investees to IPO through Corporate Advisory Division 7. WHAT’S NEXT • Grow portfolio of investment • IPOs of investee companies SUMMARY
Slide 23: Thank You
For personal use only CREATING SHAREHOLDER VALUE AND CHAMPIONING INNOVATION THANK YOU CORPORATE PRESENTATION