Aspermont Limited · ASX:ASP
Aspermont — Investor Presentation (June 2026)
37 slides from Aspermont's investor presentation, Jun 22, 2026
Slide 1: UK/Europe Investor Presentation — June 2026
ASPERM ONT For personal use only UK/Europe Investor Presentation — June 2026 Transforming 190 years of resource-sector authority into a subscription-first data & intelligence platform Proven subscriptions engine | AI -enabled | Self-funded ASX:ASP | FRA:00W
Slide 2: Disclaimer
IMPORTANT NOTICE Disclaimer For personal use only This presentation has been prepared by Aspermont Limited (ASX:ASP). All financial information has been prepared in accordance with Australian Accounting Standards; certain data is non-IFRS financial information and readers are cautioned not to place
Slide 3: The Company
For personal use only 01 The Company Market leader · three engines · aligned, experienced leadership
Slide 4: The Market Leader in B2B Intelligence for the Global Resource Sectors
WHO WE ARE The Market Leader in B2B Intelligence for the Global Resource Sectors For personal use only For 190 years Aspermont has been the trusted source of news, research and intelligence for the people who build, finance and supply the global resources industries — “The FT meets The Economist for
Slide 5: Three Engines, One Inflection
THE EQUITY STORY IN ONE PAGE Three Engines, One Inflection For personal use only 1 Subscriptions 2 Transactional 3 Data & Intelligence GROWING & COMPOUNDING HIGH -GROWTH PHASE COMPLEMENTARY BUILD +41% YoY in HY26 to $2.4m, led by the Nexus Mining-IQ live with World Risk Analytics. Rio 9 years of gro
Slide 6: A House of Trusted Resource-Sector Brands
HOUSE OF BRANDS A House of Trusted Resource-Sector Brands For personal use only Flagship data & intelligence Flagship — 190-year heritage Origin brand; market penetration Operational mining market platform Project Pipeline Risk Index Analytics In-house marketing services Definitive index of global m
Slide 7: More than 25% of the Global Fortune are Aspermont clients
HOUSE OF BRANDS More than 25% of the Global Fortune 100 are Aspermont clients For personal use only FINANCIAL COMPANIES SUPPLY CHAIN SERVICES TECHNOLOGY SERVICES MINING MACHINERY BANKING ACCOUNTING ENERGY ENGINEERING INVESTMENT SERVICES LEGAL STEEL EQUIPMENT INSURANCE MANAGEMENT CONSULTANT GOVERNMEN
Slide 8: Proven, Aligned Leadership with Deep Sector Expertise
LEADERSHIP Proven, Aligned Leadership with Deep Sector Expertise For personal use only Michael Brown Alex Kent Ajit Patel Graeme McCracken Nishil Khimasia Josh Robertson Non-Executive Chair Managing Director COO / Exec Director Non-Exec Director CFO CMO Ex Merrill Lynch Ex Microsoft Ex VNU (Nielsen)
Slide 9: Data & Intelligence Operating Team
LEADERSHIP Data & Intelligence Operating Team For personal use only Cathy Mullan Lucian Leveles Ana Gyorkos Roger Cooke Dhiren Patel Content Data & Research Head of Analytics Content Director Sales Director Head of Marketing, Subscriptions Ex Global Data / Financial Times Ex Hastings Direct Ex Globa
Slide 10: From Print Heritage to Data & Intelligence
190 YEARS OF EVOLUTION From Print Heritage to Data & Intelligence For personal use only 1835–2014 2014–2016 2016–2025 2025+ Print Publishing Era Digital Transformation XaaS Business Data & Intelligence Mining Journal and sister titles Online paywall pioneer. All brands Horizon platform enables Skywa
Slide 11: The Proven Engine
THE PROVEN ENGINE 39 Consecutive Quarters of Growth with 100% Net Retention For personal use only $5.1m $11.1m ~100% 39 Subscriptions & Data Licensing Annual Recurring Revenue Net Retention Rate consecutive quarters of growth revenue (HY26) 17% 11% 4,000+ $66m ARPU CAGR (FY16–FY25) ARR CAGR corporat
Slide 12: Nine Years of ARR Growth — 11% ARR CAGR, 17% ARPU CAGR
COMPOUNDING SUBSCRIPTIONS Nine Years of ARR Growth — 11% ARR CAGR, 17% ARPU CAGR For personal use only Annual Recurring Revenue (ARR) Average Revenue Per Unit (ARPU) $12.0m CAGR 11% CAGR 17% $10.0m $2,547 $8.0m $2,224 $2,027 $6.0m $1,585 $1,236 $4.0m $1,071 $938 $832 $704 $623 $2.0m $0.0m 1 2 3 4 5
Slide 13: Our Content-as-a-Service Model Solves an Information Gap
WHY CUSTOMERS PAY Our Content-as-a-Service Model Solves an Information Gap For personal use only Market need Our CaaS solution Why Aspermont wins Information overload. The industry needs Gated, independent content behind a 24/7 global coverage. Timely and curated. intelligence that is timely, accura
Slide 14: Corporate Subscriptions — Large TAM, Long ARPU Runway
GROWTH RUNWAY Corporate Subscriptions — Large TAM, Long ARPU Runway For personal use only WHERE WE ARE TODAY THREE GROWTH LEVERS ~80,000 mining corporates globally (TAM) 1 Grow volume Expand content · improve UX · optimise marketing 4,000+ corporate subscribers — ~6% penetration $11.1m ARR; ARPU >$2
Slide 15: Independent Validation
For personal use only 02 Independent Validation An external check on the strategy — by the customers themselves
Slide 16: The Five Decisions Our Customers Pay Us to Inform
INDEPENDENTLY VALIDATED The Five Decisions Our Customers Pay Us to Inform Independent discovery sprint — 12 senior executives across 10 global mining organizations · April / May 2026 For personal use only 1 2 3 4 5 Pursue, kill or Enter or Buy, sell or Spot shifts before Build commercial accelerate
Slide 17: From Information to Foresight
THE SYNTHESIS ENGINE From Information to Foresight Synthesising our collective proprietary information into forward signals that help clients anticipate change — concentrated on Risk and Projects. For personal use only INPUTS SYNTHESIS SIGNALS DECISIONS Our collective How we What it What clients inf
Slide 18: The Enterprise Model: Seat → Account
ARPU EXPANSION RUNWAY The Enterprise Model: Seat → Account For personal use only TODAY REALITY OPPORTUNITY 5.4 Priced at the seat Renewals anchored to the individual One seat serves an enterprise The same intelligence already feeds Enterprise model captures full value Shifting the renewal from seat
Slide 19: HY26 Results
For personal use only 03 HY26 Results The inflection point — returned to reported profit
Slide 20: HY26 at a Glance
HALF-YEAR TO 31 MARCH 2026 HY26 at a Glance For personal use only $7.5m $0.6m $1.6m Revenue from continuing operations Net Profit After Tax Net cash at period end +11% YoY (HY25: $6.7m) vs ($1.3m) loss HY25; incl. $2.3m TCM gain +$0.9m YoY (HY25: $0.7m) $5.1m +41% 5.2¢ Subscriptions & Data Licensing
Slide 21: Composition Materially Diversified — HY26 vs HY25
REVENUE PERFORMANCE Composition Materially Diversified — HY26 vs HY25 For personal use only $m unless stated HY26 HY25 Change % mix Subscriptions & Data Licensing 5.1 5.0 +1% 68% Advertising & Nexus 2.2 1.7 +28% 29% Events 0.2 — — 3% Total revenue (continuing ops) 7.5 6.7 +11% 100% Subscriptions & D
Slide 22: Clear Sequential Improvement — Q1 to Q2 FY26
QUARTERLY PROGRESSION Clear Sequential Improvement — Q1 to Q2 FY26 For personal use only Total Revenue Normalised EBITDA Operating Cashflow $3.5m → $4.0m ($0.8m) → ($0.2m) ($1.5m) → $0.0m +15% QoQ +$0.6m QoQ +$1.5m QoQ Q2 FY26 revenue of $3.9m, +15% YoY. Normalised EBITDA improved $0.6m QoQ and net
Slide 23: H1 FY26 Financial Performance
INCOME STATEMENT — HALF-YEAR TO 31 MARCH 2026 H1 FY26 Financial Performance For personal use only $m HY26 HY25 Change Subscriptions & Data Licensing 5.1 5.0 +1% Other revenue (Advertising, Nexus, Events) 2.4 1.7 +41% Total revenue from continuing operations 7.5 6.7 +11% Operating, corporate & admin
Slide 24: A Clean, Institutional-Ready Capital Structure
CAPITAL STRUCTURE — POST 250:1 CONSOLIDATION A Clean, Institutional-Ready Capital Structure For personal use only STRUCTURE SUBSTANTIAL HOLDERS (% IC) Directors & Executives (combined) 27.1% Ticker codes: ASX:ASP | FRA:00W BNP Paribas Nominees 15.3% Shares on issue: ~11.6m (post 250:1 consolidation,
Slide 25: Managing Director's Statement
MANAGING DIRECTOR’S STATEMENT “HY26 was the inflection point: a growing, compounding subscriptions business now self-funding the build of a complementary data & intelligence business.” For personal use only Alex Kent, Managing Director Subscriptions / ARR growth Tracking ~7–8% like-for-like; H2-weig
Slide 26: The Build: Data & Intelligence
For personal use only 04 The Build: Data & Intelligence Complementary, self-funded, and on track — opportunity framing
Slide 27: Building a Global Mining Data & Intelligence Platform
DATA & INTELLIGENCE OPPORTUNITY Building a Global Mining Data & Intelligence Platform For personal use only Mining-IQ live with World Risk Analytics · Rio Tinto enterprise contract (~$550k) in delivery · LLM & generative-AI application being built on 190 years of digitized archive · betas CY26, init
Slide 28: Why We Will Win
DEFENSIBLE MOAT Why We Will Win For personal use only Aspermont has a unique opportunity to produce relevant products at a scale and depth that is exceptionally difficult to replicate. The moat is the data, the network and the trust — not the technology. 1 190 years of proprietary archive 2 150+ jou
Slide 29: Diversifying Revenue Through Nexus & Events
TRANSACTIONAL ENGINE Diversifying Revenue Through Nexus & Events For personal use only +28% YoY to $2.2m (with advertising). Flagship wins include a top-3 global miner and the Timor- Nexus — marketing services agency Leste government partnership ($0.4m). Solutions-based commercial model; pipeline ex
Slide 30: The Apex of a Critical-Minerals Cycle Meets AI
THE MACRO The Apex of a Critical-Minerals Cycle Meets AI For personal use only Structural tailwinds likely to sustain for years — and Aspermont is uniquely placed to monetise them. 1 2 3 Demand Friction Technology Critical-minerals demand acceleration — Jurisdictional risk and permitting trajectory
Slide 31: AI Is a Tailwind, Not a Headwind
AI AI Is a Tailwind, Not a Headwind For personal use only Our content is gated and proprietary — not openly scraped, not freely substituted by general-purpose 1 Tailwind, not headwind LLMs. As enterprises increasingly verify AI-generated insights against trusted primary sources, the premium for auth
Slide 32: Four Reasons the Inflection Is Now
WHY NOW Four Reasons the Inflection Is Now For personal use only Product readiness Proven subscriptions base 1 Mining-IQ live with Rio Tinto enterprise validation; data foundations complete; new product betas CY26, revenue CY27. 2 39 consecutive quarters; 100% NRR; 17% ARPU CAGR; 11% ARR CAGR; 25%+
Slide 33: Enabling businesses to dig deeper and make better decisions
For personal use only Enabling businesses to dig deeper and make better decisions for a brighter future Heritage is becoming intelligence. Subscriptions are funding the build. The inflection is now. London Moor Place, 1 Fore Street Avenue, London EC2Y 9DT · +44 (0)208 187 2330 Perth Level 33, 152-15
Slide 34: Appendix
For personal use only — Appendix Reporting framework · glossary
Slide 35: An Unoccupied Decision-Ready Intelligence Layer
COMPETITIVE POSITION An Unoccupied Decision-Ready Intelligence Layer For personal use only Provider What they offer today What they cannot do for mining Verdict Asset-level financial modelling and commodity No practitioner network; no forward editorial; not built for fast signal- CRU / EIU Different
Slide 36: Revenue Reporting Framework
FROM FY27 — ALIGNED WITH RELX & WOLTERS KLUWER Revenue Reporting Framework For personal use only New framework from FY27 Revenue reported under two primary categories — Subscriptions Revenue (recurring revenue from annual contracts across media, research, data & intelligence products, and Nexus reta
Slide 37: Glossary: Key Terms
GLOSSARY Key Terms For personal use only ARR Annual Recurring Revenue — annualised value of recurring ARPU Average Revenue Per Unit — average annualised subscriptions subscriptions at period end (non-IFRS; retired from FY27). revenue per corporate-subscription unit. NRR Net Retention Rate — YoY recu