Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (September 2019)
20 slides from Enthusiast Gaming's investor presentation, September 2019
Slide 1: The Largest Gaming Network in the U.S. Investor Presentation
The Largest Gaming Network in the U.S. Investor Presentation September 201 9 TSXV: EGLX FSE: 2AV SOURCE: Comscore September 2019
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: Our Mission
OUR MISSION To Build the Largest Network of Gamer & Esports Communities in the World Page 3
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS The largest gaming network in the U.S.* 01 with global reach of over 200M people per month *Comscore September 2019 02 Only publicly traded, pure play esports and gaming company 03 Significant discount to media peers 04 Robust monetization strategy with significant revenue / user
Slide 5: Worldwide Revenue Comparison
WORLDWIDE REVENUE COMPARISON Gaming revenue has been larger than film revenue for years and is growing faster FILM BOX OFFICE $39B $41B (+5%) IN 2015 IN 2018 GAMING $92B $138B (+50%) IN 2015 IN 2018 SOURCE: Newzoo forecast for gaming revenue. Statisa forecast for global film box office revenue. Page 5
Slide 6: Enthusiast Reaches Gamers
ENTHUSIAST REACHES GAMERS More entry points into the gaming world than any other company GLOBAL DEMOGRAPHIC 7.7B +4.5B 2019 GLOBAL POPULATION 2019 GLOBAL INTERNET CONNECT MAINSTREAM AUDIENCE +2.5B GAMERS GLOBALLY ENTHUSIAST OPPORTUNITY $150B $1.1B +450M GLOBAL ESPORTS 2019 GAMING MARKET 2019 ESPORTS
Slide 7: Company Overview
COMPANY OVERVIEW 200M $22M $55M MONTHLY NETWORK PRO FORMA 2018 CASH REACH REVENUE MEDIA + ESPORTS + EVENTS ● +150M monthly visitors across ● Esports division, Luminosity ● International gaming and +100 websites and 900 Gaming, has 60M fans esports event business YouTube channels monetized by ad reve
Slide 8: Platform of Assets
PLATFORM OF ASSETS +100 900 7 +50 ~30 TOTAL GAMING SITES PROFESSIONAL INFLUENCERS & YOUTUBE CHANNELS LIVE EVENTS GLOBALLY ESPORTS TEAMS CONTENT CREATORS REACH OF 200M GAMERS MONTHLY Page 8
Slide 9: Board of Directors & Management
BOARD OF DIRECTORS & MANAGEMENT Adrian Montgomery Menashe Kestenbaum Steve Maida Francesco Aquilini CEO & Director President & Director President Esports & Director Chairman Former President of Aquilini Founder of Luminosity Gaming, MD, Aquilini Investment Group. Founder of Enthusiast Gaming. Entert
Slide 10: Growth Opportunities
GROWTH OPPORTUNITIES 01 INCREASE REVENUE PER USER Goal: Revenue per User of $0.40 06 02 BUILD OUT DIRECT SALES TEAM MERGERS + ACQUISITIONS Drive revenue / user with direct Accretive acquisition strategy to scale and relationships with brands and agencies. grow. Increase revenue and profitability 10x-
Slide 11: Shareholders & Brand Ambassadors
SHAREHOLDERS & BRAND AMBASSADORS Play in livestreams, appear at live activations and work with Enthusiast to partner with some of the largest brands in the world TORY RICHARD LANEZ SHERMAN 9.3MM 5.9MM SOCIAL FOLLOWERS SOCIAL FOLLOWERS ABOUT: ABOUT: Richard Sherman is an American Tory Lanez is a Cana
Slide 12: Revenue Synergies
REVENUE SYNERGIES Drive Monetization by Leveraging Media Network Reach, Influence of Luminosity Esports Organization, and Hype of Events Business MEDIA + ESPORTS + EVENTS Cross selling of sponsors across fully integrated advertising pillars Enthusiast’s Media Network promotes our Luminosity Esports O
Slide 13: Revenue / User Growth
REVENUE / USER GROWTH SUBSCRIPTION GROWTH DIRECT ADVERTISING GROWTH POTENTIAL Drive revenue / user with adopting subscription model across the Drive revenue / user through direct sales to brands and agencies. network. The Sims Resource: 40% of revenue from registered users, Provide unique, custom ad
Slide 14: Per User Value Comparison
PER USER VALUE COMPARISON Enthusiast is Significantly Undervalued Compared to Other Media Platforms REDDIT $3B 330M .30 $9.09 $100M REVENUE 330M USERS Approx Valuation Users Revenue Per User Value Per User TWITCH 100M USERS $1B* 100M -4 $10 $14M REVENUE Approx Valuation Users Bottom Line Revenue Valu
Slide 15: YouTube Subscriber Engagement
YOUTUBE SUBSCRIBER ENGAGEMENT ENTHUSIAST’S LUMINOSITY ESPORTS ORGANIZATION: Highest number of YouTube subscribers / video One of the fastest growing YouTube audiences Page 15
Slide 16: Capital Structure
CAPITAL STRUCTURE Shares 71,398,037 Current Share Price: $2.25 Warrants 7,970,881 Market Cap: $195M (fully diluted) Options 3,785,845 Convertible Debenture 3,145,218 Insider Holdings: ~27% Fully Diluted 86,299,981 Cash: $ 55M Page 16
Slide 17: Appendix
1=) EnthusiastGaming Appendix
Slide 18: Luminosity Esports Organization
LUMINOSITY ESPORTS ORGANIZATION 60M #1 7 +50 ESPORTS FANS CANADA’S LARGEST PROFESSIONAL ESPORTS INFLUENCERS & ESPORTS ORGANIZATION TEAMS CONTENT CREATORS ONLY ESPORTS ORGANIZATION WITH PRO TEAMS IN 2 COUNTRIES RELATIONSHIP WITH NHL’S VANCOUVER CANUCKS & ROGERS ARENA
Slide 19: Enthusiast Live Events
ENTHUSIAST LIVE EVENTS 55K 177% +100 ATTENDEES IN 2018 GROWTH IN SALES 2017-2018 SPONSORS AT EGLX 2018 LARGEST GAMING EXPO IN CANADA PREMIER GAMING AND ENTERTAINMENT SPONSORS
Slide 20: Thank You!
THANK YOU! JULIA BECKER HEAD OF INVESTOR RELATIONS jbecker@enthusiastgaming.com TSXV: EGLX FSE: 2AV
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