Jumbo Interactive Limited · ASX:JIN

Jumbo Interactive — Investor Presentation (August 2017)

21 slides from Jumbo Interactive's investor presentation, Aug 21, 2017

  1. Slide 1: Internet Lotteries

    For personal use only INTERNET LOTTERIES August 2017 Mike Veverka CEO and Founder

  2. Slide 2: Internet Lotteries: Perfect for the Internet

    For personal use only INTERNET LOTTERIES 2017 Internet Lotteries Perfect for the Internet Quick Convenient Digital Repetitive Ozlotteries.com

  3. Slide 3: AutoPlay: Highest value customer

    For personal use only INTERNET LOTTERIES 2017 AutoPlay Highest value customer

  4. Slide 4: Internet Lotteries – A Growing Market

    For personal use only INTERNET LOTTERIES 2017 Internet Lotteries – A Growing Market 14% Australian lotto tickets sold on the Internet The UK is 21% up 13% in 2016* Finland is 48% up 17%in 2016^ SOURCE: *Camelot UK Lo-eries Ltd, Company Annual Report and financial statements for the year ended 31 Marc

  5. Slide 5: Trend to Mobile

    For personal use only 2017 PRESENTATION Trend to Mobile • Full native purchasing • Results notifications • Apple watch support • 2 years ago 39% • 1 year ago 50% • Now 75% • Over 2 million customer accounts

  6. Slide 6: 5-Star App

    For personal use only 2017 PRESENTATION 5-Star App

  7. Slide 7: Social Media

    For personal use only 2017 PRESENTATION Social Media Facebook Instagram 1,703 Followers Twitter 1,572 Followers

  8. Slide 8: Younger Demographics

    For personal use only 2017 PRESENTATION Younger Demographics THIS IS A TITLE

  9. Slide 9: Younger Demographics. Good for the Lottery Industry

    For personal use only 2017 PRESENTATION Younger Demographics. Good for the Lottery Industry THIS IS A TITLE Facebook Demographics

  10. Slide 10: Charity Lotteries

    For personal use only 2017 PRESENTATION Charity Lotteries • Complimentary to the National games. • High Growth.

  11. Slide 11: Charity Lotteries

    For personal use only 2017 PRESENTATION Charity Lotteries • Sold as an “Add-on” to National lotteries • AutoPlay is popular.

  12. Slide 12: ASX Listed

    For personal use only 2017 PRESENTATION ASX Listed THIS IS A TITLE • ASX:JIN • Major Shareholders: - Founder 19% - Tatts Group 13% - Listed since 1999

  13. Slide 13: Industry Leaders

    For personal use only 2017 PRESENTATION Industry Leaders Jumbo is aligned very closely with the largest and most dominant THIS IS A TITLE company in the Australian Gaming Industry. - Long term contracts until 2022 - Tatts invested $15.6 mil - Tatts + Tabcorp $11 bil merger

  14. Slide 14: Germany

    For personal use only 2017 PRESENTATION Germany Closure of Germany operations due to unfavourable market conditions • 3 years of losses • $3.6 mil in FY15 • $2.6 mil in FY16 • $2.0 mil in FY17 No further losses or expenses

  15. Slide 15: FY 2017 – Trading

    For personal use only 2017 PRESENTATION FY 2017 – Trading TTV – Ticket Sales $145m Revenue $32.4m NPAT – ConInuing OperaIons $7.6m NPAT – Group $5.64m Fully Franked Dividend 8.5c

  16. Slide 16: Balance Sheet Jun 2017

    For personal use only 2017 PRESENTATION Balance Sheet 30 Jun 2017 A$ mil Strong cash and asset position Current Assets 43.9 May 2017 Non-current Assets 12.8 TOTAL ASSETS 56.7 Tatts invests $15.6 mil Current LiabiliIes 13.5 July 2017 Non-cur LiabiliIes 0.3 Special Dividend 15.0c TOTAL LIABILITIES 13.

  17. Slide 17: Growth 17% CAGR over years

    For personal use only 2017 PRESENTATION Growth 17% CAGR over 7 years • Major Jackpot prizes (over $15m) are a key driver of sales. THIS IS A TITLE • 17% compound annual growth rate in the flagship website OzLotteries.com . • Comparing like-for-like jackpots, sales are growing consistently. FY 13 FY

  18. Slide 18: Jumbo Growth - Like-for-Like Jackpots

    For personal use only 2017 PRESENTATION Jumbo Growth - Like-for-Like Jackpots THIS IS A TITLE

  19. Slide 19: 2018 – The Year Ahead

    For personal use only 2017 PRESENTATION 2018 – THE YEAR AHEAD Build on the strong relationship with the Tatts Group More games to sell Tabcorp-Tatts merger could open up new opportunities Better performance from the OzLotteries App and Website Improve data analytics for more active customers Charity

  20. Slide 20: The Jumbo Team

    For personal use only 2017 PRESENTATION The Jumbo Team ASX: JIN October Level 2015 1, 601 Coronation Drive Toowong QLD 4066 NASPL – Dallas Australia APLA – Seoul Ph: +61 7 3831 3705 mikev@jumbointeractive.com

  21. Slide 21: Disclaimer

    For personal use only 2016 AGM PRESENTATION DISCLAIMER The information contained in this presentation is of a general nature only. Its purpose is to provide an overview of the activities of Jumbo and has not been prepared having regard to your objectives, financial situation or needs. The informatio

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