Frontier Digital Ventures Ltd. · ASX:FDV
Frontier Digital Ventures — ASX Small and Mid-Cap Conference 2020
17 slides from Frontier Digital Ventures's conference presentation, Sep 7, 2020
Slide 1: ASX Small and Mid-Cap Conference Presentation
ASX Code: FDV 7 September 2020 For personal use only ASX Small and Mid-Cap Conference Presentation Frontier Digital Ventures Limited (“FDV”, ASX: FDV) is pleased to announce that its Founder and CEO, Shaun Di Gregorio, will be presenting at the virtual ASX Small and Mid-Cap Conference at 3:15pm AEST
Slide 2: Leading Online Marketplaces in Emerging Markets
For personal use only LEADING ONLINE MARKETPLACES IN EMERGING MARKETS ASX SMALL AND MID-CAP CONFERENCE 2020 | SEPTEMBER 2020
Slide 3: FDV's Mission
FDV’S MISSION For personal use only “ Become the leading global operator of online marketplace businesses in #1 property portal Pakistan Leading general marketplace in South and Central America #1 property portal Uruguay, Paraguay and Bolivia emerging markets. ” − Portfolio of 12 online classifieds
Slide 4: Strong Track Record of Long-Term Value Creation
STRONG TRACK RECORD OF LONG-TERM VALUE CREATION For personal use only • One of the top global online classifieds executives with a strong track record of long-term value creation • Former CEO of iPropertyGroup (ASX: IPP) and General Manager at REA Group • Spearheaded the transformation of iProperty
Slide 5: Emerging Markets – Opportunity for Significant Disruption
EMERGING MARKETS – OPPORTUNITY FOR ...WITH POTENTIAL FOR A SIGNIFICANT DISRUPTION IN HIGH GROWTH MARKETS... VALUE RE-RATING IF SUCCESSFUL For personal use only Market capitalisation (A$bn)1 27.3 ✓ Leverage knowledge from established markets 17.0 15.3 ✓ Lower levels of trust between buyers and seller
Slide 6: FDV's Proven Business Model
FDV‘S PROVEN BUSINESS MODEL Inherent flexibility and adaptability of FDV’s business model provides a clear competitive advantage For personal use only FDV PROVIDES VALUABLE STRATEGIC OVERSIGHT AND SUPPORT ✓ Unparalleled online classifieds expertise ✓ Leveraging learnings across portfolio ✓ Growing g
Slide 7: Strategy and Pathway to Profitability
STRATEGY AND PATHWAY TO PROFITABILITY Focused on pursuing scalable growth and achieving strong profitability For personal use only Deliver economies of scale Focus on long-term shareholder value Extend market leadership and unlock Various monetisation options for operating transactional revenues to
Slide 8: Zameen Case Study – Significant Value Creation
ZAMEEN CASE STUDY – SIGNIFICANT VALUE CREATION In April 2018, Zameen’s equity value had already increased by more than 55x since FDV invested in 2014 For personal use only GROWTH IN ZAMEEN EQUITY VALUE CONTRIBUTION TO TRAFFIC IN JULY 2020 Zameen equates to only +55x value increase ~17% of total FDV
Slide 9: Continued Progress Towards Profitability
CONTINUED PROGRESS TOWARDS PROFITABILITY Early and decisive action during the COVID-19 period highlighted FDV’s management expertise For personal use only Portfolio EBITDA margin1 (%, FDV basis) Half year Month2 1H16 2H16 1H17 2H17 1H18 2H18 1H19 2H19 1H20 Jul-20 (4%) (5%) (5%) (2%) (19%) Temporary
Slide 10: Strong Recovery in Traffic Since COVID-19 Restrictions
STRONG RECOVERY IN TRAFFIC SINCE COVID-19 RESTRICTIONS Audience levels have returned to pre-COVID-19 levels in July 2020 positioning the portfolio well for 2H 2020 For personal use only Portfolio revenue since IPO Strong recovery in direct and organic traffic (A$m, pro-forma unaudited; 100% basis) (
Slide 11: Position of Strength in COVID-19 Environment
POSITION OF STRENGTH IN COVID-19 ENVIRONMENT For personal use only Growing global reputation as a classifieds expert and Significant increase in strategic partner inbound opportunities Oppotunities to consolidate Market leading portfolio benefiting from power and incumbency and 'flight to safety' ma
Slide 12: Position of Strength in COVID-19 Environment
POSITION OF STRENGTH For personal use only IN COVID-19 ENVIRONMENT “ FDV’s portfolio of market leaders is very well placed in the current environment, as the power of incumbency increases, and market leaders become more dominant. FDV’s reputation as a strategic partner continues to grow globally, ev
Slide 13: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only STRONG MOMENTUM SINCE IPO FDV continues to deliver on its long-term value creation strategy, despite a once-in-a-century health pandemic APPROACHING PORTFOLIO-WIDE PROFITABILITY Consolidating market leadership, delivering economies of scale and continued o
Slide 14: Appendix
For personal use only APPENDIX
Slide 15: Corporate Overview
CORPORATE OVERVIEW FDV has a strong balance sheet, and its shares are tightly held For personal use only Share price performance (last 12 months) Substantial shareholders 1.20 Catcha Group (Patrick Grove and Luke Elliott) 33.4% Shaun Di Gregorio (Founder and CEO) 14.1% 1.00 Smallco Investment Manage
Slide 16: Strong Recovery in Direct and Organic Traffic
STRONG RECOVERY IN DIRECT AND ORGANIC TRAFFIC Audience levels have returned to pre-COVID-19 levels in July 2020 For personal use only Direct and organic traffic by individual operating company (rebased to 31 July 2019) 200 Moteur Zameen 180 Pakwheels 160 West Africa 140 LankaPropertyWeb Encuentra24
Slide 17: Contact Us
HERE CONTACT US Shaun Di Gregorio For personal use only Founder and CEO P: +60 17 207 6221 E: shaundig@frontierdv.com VISIT US frontierdv.com Follow us on social media PRINCIPAL OFFICE 39-8 The Boulevard Mid Valley City, Lingkaran Syed Putra Kuala Lumpur, Malaysia
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