Fatfish Group Ltd. · ASX:FFG
Fatfish — Fatfish Internet Group — Investor Presentation (April 2018)
39 slides from Fatfish's investor presentation, Apr 10, 2018
Slide 1: Building Ventures for the Internet & Blockchain Economy
For personal use only Building Ventures for the Internet & Blockchain Economy Investor Presentation – 10 April 2018 Australia | Singapore | Malaysia | UK | Sweden
Slide 2: Disclaimer
For personal use only The information contained in this document (this “Presentation”) or any revision thereof, or of any other written or oral information made or to be made available to any Recipient or their advisers (all such information being referred to as "Information") has been prepared by F
Slide 3: Agenda
Agenda For personal use only 1 2 3 4 Executive Management Industry Consumer Summary Team Internet Portfolio 5 6 7 Blockchain & Financials Conclusion Crypto Portfolio 1
Slide 4: Executive Summary
For personal use only 1 Executive Summary
Slide 5: Company Background
Company Background For personal use only Fatfish Internet Group Limited ASX Code : FFG Directors & Sr Management Shareholding Breakdown Incorporation Country Australia Kin W. Lau Group CEO / Director Ordinary Shares 462.45m Larry Gan Chairman Other Unlisted Options 154.8m Tony Mackay Non Executive D
Slide 6: Corporate History
For personal use only Corporate History Founding of IPO of Game Debut of Fatfish Portfolio iCandy 1st Crypto Fatfish Medialab, Internet Group on Interactive investment : Singapore ASX (ASX:FFG) (ASX:ICI) Kryptos-X Jan 2012 Jan 2016 Sep 2017 Feb 2016 Dec 2017 August 2011 July 2014 appointed partnered
Slide 7: Corporate Structure Overview
Corporate Structure Overview For personal use only FATFISH INTERNET GROUP LTD. (Australia, ASX CODE: FFG) 75% 100% 100% Fatfish Fatfish Global Fatfish Capital Ltd Ventures AB Disruptive (BVI) (publ) Ventures Ltd (Sweden) (BVI) Technology Consumer Blockchain & Incubator Internet Crypto-asset (Partner
Slide 8: Objective – To Generate Shareholder Value via Innovation
For personal use only Objective – To Generate Shareholder Value via Innovation To identify promising technology business models and onwards focus on growing them via strong international capabilities. To devise and execute the best-fit corporate & M&A strategy to accelerate growth for our ventures.
Slide 9: Our Investment Approach
Our Investment Approach For personal use only Enhancing Value From Seed to Exit CORPORATRE FOUNDER / GROWTH HACKING IPO / EXIT ROUTE STRATEGIC INVESTOR Can be a a corporate founder to Helping to chart business Growth or exit strategy via put together the right founding model and growth strategy capi
Slide 10: Our Venture Hubs
Our Venture Hubs For personal use only SINGAPORE - Source of capital - Access to SEA market - Leading global ICO hub STOCKHOLM - Source of innovation - Leading tech hub of Nordic - Access to European market KUALA LUMPUR - Source of talent - Tech & Finance Back-office
Slide 11: Capability Overview
Capability Overview For personal use only Fatfish is equipped to identify, invest and help build successful technology ventures through comprehensive capabilities. FUNDING ACCESS M&A EXECUTION Access to strategic / Strong deal-flow key investors capability for M&As TALENT CAPITAL BRAND VALUE Partner
Slide 12: Team Management
For personal use only 2 Team Management
Slide 13: Key Personnel
Key Personnel For personal use only Larry Gan Kin Wai, Lau Tony Mackay Non-Exec Group CEO Non-Exec Chairman Director o Former Managing Partner, Asia o Took his 1st company to IPO o Founding CEO / Chairman of of Accenture at 28 year old Chi-X Global o Former Global Head of Accentures’ venture fund o
Slide 14: Board of Directors
Board of Directors For personal use only Larry Gan Kin W. Lau Tony Mackay Jeffrey Tan Donald Low Non-Exec. Chairman CEO / Exec. Director Non-Exec. Director Non-Exec. Director Non-Executive Director o Former Managing o Took his 1st company o Founding CEO / o Advisor to family o Former Securities Part
Slide 15: Other Key Personnel
Other Key Personnel For personal use only Phillip Lord Yen-Lu Chow Pete Kellock Vincent Liew Yuqi Huang Director, Crypto Director, Fatfish Medialab Entrepreneur-In- VP, Venture Ops & Investment & Financial Market (Digital Incubator) Residence Strategy Operation Executive • Former • Founder/CEO of •
Slide 16: Industry
For personal use only 3 Industry
Slide 17: Southeast Asia Internet Market
Southeast Asia Internet Market For personal use only SEA is fastest growing internet market in the world; Source: e-conomy SEA by Temasek , Google We are well positioned for growth.
Slide 18: The Blockchain & Cryptocurrency Opportunities
The Blockchain & Cryptocurrency Opportunities For personal use only What is Blockchain and Cryptocurrency Why is cryptocurrency is disrupting ? Cryptocurrency is starting the adoption of digital currencies over a globalized, decentralized and secured network, on the Internet.
Slide 19: The Blockchain & Cryptocurrency Opportunities
The Blockchain & Cryptocurrency Opportunities For personal use only Total Cryptocurrency Marketcap: Aprrox. US$700 billion Last 24 hours Bitcoin Trading Vol. US$4.5 billion Sharp rise in trading volume over last 12 months indicates an corresponding increase in adoption Source: coinmarketcap.com, bit
Slide 20: Cryptocurrency is Mainstream
Cryptocurrency is Mainstream For personal use only Technology Financial Institution Exchange Education Central Bank Venture Capital Professional Services
Slide 21: Consumer Internet Portfolio
For personal use only 4 Consumer Internet Portfolio
Slide 22: Venture Builder Portfolio
Venture Builder Portfolio For personal use only Software / SAaS Interactive Media Fintech E-commerce
Slide 23: Consumer Internet Portfolio
Consumer Internet Portfolio For personal use only Estimated metrics of businesses within the management of the Fatfish Global Ventures AB (subsidiary of FFG) Total Companies Total No. of Median Growth of Invested Consumers Engaged Businesses 13 >380m 35% No. of IPO in portfolio Gross Revenue generat
Slide 24: Select Venture Track-Record
Select Venture Track-Record For personal use only • Singapore headquartered fashion & lifestyle full-stack e-commerce provider • Multi-brands approach • On aggressive acquisition trail to accelerate growth • Revenue > USD8m revenue last financial year Our involvement: Since inception Positioned for
Slide 25: Select Venture Track-Record
Select Venture Track-Record For personal use only • Fast-growing Swedish Ecommerce • Growing at 35~50% per year this year • Target young consumers 16-25 years old • Market potential: Europe expansion Our involvement: Growth stage
Slide 26: Select Venture Track-Record
Select Venture Track-Record For personal use only • Own proprietary IPs in Virtual Publicly traded on Bursa Malaysia: Desktop Infrastructure (VDI) CLOUD (03001) Marketcap: A$90m • > 150 enterprise clients in Singapore and Malaysia Select Customer list • Revenue > USD 14m previous financial year • >
Slide 27: Select Venture Track-Record
Select Venture Track-Record For personal use only • Leading Mobile Games Studio of Southeast Asia Publicly traded on ASX • Listed on ASX, partner to NITRO (cryptocurrency for games) Marketcap: A$40m ASX: ICI • Smartphone users > 348m worldwide • Named Google’s Top Developer • Shareholders include Ba
Slide 28: Blockchain & Crypto Portfolio
For personal use only 5 Blockchain & Crypto Portfolio
Slide 29: Kryptos-X – Crypto-asset Exchange
Kryptos-X – Crypto-asset Exchange For personal use only • Investing US$1m for 27% of Kryptos-X Crypto Exchanges Are Raking in Billions • Initial ops in Singapore, marketing to international market • To operate as cryptoasset exchange in regulated environment • Founded by Tony Mackay, founding CEO an
Slide 30: Apac Mining
Apac Mining For personal use only • Investing US$1m for 51% of APAC Mining, crypto-mining business • Initial mining ops in Malaysia, with near term plan to expand to Mongolia • Take advantage of low-energy cost of hydropower excess capacity • To scale towards revenue of USD1.5m per month by end 2018
Slide 31: ALTAIRIAN – Crypto Hedge-Fund
ALTAIRIAN – Crypto Hedge-Fund For personal use only • FFG owns 12.5% of Altairian Capital Holdings Ltd (UK). • Altairian Capital is the first UK FCA approved hedge fund dedicated to crypto investment. • Launching Global Cryptoassets Fund in April 2018 1st Crypto Investment Manager approved by UK FCA
Slide 32: CryptoFoundry – ICO Advisory
CryptoFoundry – ICO Advisory For personal use only • FFG owns 60% of Singapore based Cryptofoundry Football • Marketing ICO advisory and marketing generates services out of Singapore( ICO hub) US$ 33b • Take 8% ETH and tokens as fees Revenue p.a. • Taking on high profile client like London Football
Slide 33: Financials
For personal use only 6 Financials
Slide 34: Valuation of Consumer Internet Portfolio
Valuation of Consumer Internet Portfolio For personal use only Valuation report of privately held assets by Deloitte. Value of assets > A$16.7m
Slide 35: Key Financial Matrix of Fatfish Internet Group Limited
FYE 31 Dec 2017 For personal use only t of Asse owth Key Financial Matrix of ng G r Fatfish Internet Group Limited Total t, Stro Asset nsisten Co A$ 49.8m Net Profit for the Year A$ 1,840,484 Total Comprehensive Income A$ 5,404,099 A$ 35.3m A$ 12.2m Net Asset A$ 43,744,698 Time 2015 2016 2017 We str
Slide 36: Conclusion
For personal use only 7 Conclusion
Slide 37: Strongly Positioned for Growth
Strongly Positioned for Growth For personal use only 01 Track-record of building value 02 Access to global market Dual-growth strategy – Consumer 03 Internet and Blockchain / Crypto 04 Strong board and management team 05 Ecosystem Play for Blockchain and Crypto
Slide 38: Best-in-Class Exposure to Crypto & Blockchain Economy
Best-in-Class Exposure to Crypto & Blockchain Economy For personal use only
Slide 39: Thank You
For personal use only UPSIDE POTENTAL: FFG - A STRATEGIC ECOSYSTEM PLAY FOR THE DIGITAL REVOLUTION /// Thank You ///
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