3p Learning Ltd. · ASX:3PL

3p Learning — Morgan Stanley Alpha ex-100 Conference 2021

9 slides from 3p Learning's conference presentation, Oct 27, 2021

  1. Slide 1: October 2021

    For personal use only October 2021

  2. Slide 2: Strategic Overview

    For personal use only Great Business Fundamentals Strategic Overview Overall Market Drivers 3PL Medium-Term Growth Drivers Morgan Full Stanley Year 2021 Alpha&ex-100 Investor AnalystConference Briefing 25October August 2021

  3. Slide 3: 3PL is growing profitably with strong ARR and cashflow generation

    3PL is growing profitably, with strong Annual Recurring Revenue and Cashflow generation. For personal use only It embodies key attributes for success in EdTech: ✓ Edtech founder, entrepreneur chair, and shareholder led. Management team with proven history of scaling businesses and delivering growth

  4. Slide 4: Mission to be a market leader in Pre K-10 core academic skills

    For personal use only ✓ Our mission is to be a market leader in Pre K-10 in the core academic skills (3 Rs, Reading, wRiting and aRithmetic). ✓ Core Markets are all major English-speaking countries (Australia, UK, US, Canada, NZ) ✓ 3PL has major growth opportunities in both the school (B2B) and cons

  5. Slide 5: Reading, wRiting and aRithmetic

    For personal use only Reading, wRiting and aRithmetic WRITING SKILLS We are doing a Adding 40 new lessons, Currently grades PreK to A Writing Skills product significant product Reading Journal, New 3, adding grade 4 in 1st is also in development rebuild over the next Library quarter FY 2023 to repla

  6. Slide 6: Enterprise level deals in Middle East and Americas

    For personal use only ✓ Enterprise level deals in Middle East and Americas. ✓ Targeting deals worth $US2m+ per year; multiple opportunities in this space. ✓ Growth in current core markets driven by product improvements and the addition of Writing Skills program. ✓ Aim for solid single digit growth i

  7. Slide 7: Increased conversion rates from free trials to paid subscriptions

    For personal use only ✓ Increased conversion rates from free trials to paid subscriptions, building on successful strategies already implemented. ✓ Release of a Native IOS and Google Play all new maths app aimed at casual gaming market. ✓ Further drive into US home schooling market with additional “

  8. Slide 8: 3PL/Blake eLearning merger delivering on cost savings

    For personal use only ✓ The 3PL/Blake eLearning merger is delivering on the cost savings promised and once fully bedded down will provide a great platform for ongoing growth. ✓ While it is great having a high renewal rates School business, having a well established, consumer market gives 3PL higher

  9. Slide 9: Disclaimer

    The material in this presentation has been prepared by 3P Learning Limited’s (‘3P’). For personal use only No representation, express or implied, is made as to the fairness, accuracy, completeness or correctness of information contained in this presentation, including the accuracy, likelihood of ach

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