Motio Limited · ASX:MXO
Motio — Investor Presentation (June 2021)
26 slides from Motio's investor presentation, Jun 24, 2021
Slide 1: Coffee Microcaps
Coffee Microcaps motio
Slide 2: Disclaimer
Disclaimer This presentation contains certain statements that may constitute forward-looking information under applicable securities laws. All statements, other than those of historical fact, which address activities, events, outcomes, results, developments, performance or achievements that Motio Li
Slide 3: Before we begin
Before we begin motio
Slide 4: Our vision: To be the global leaders in Digital Place Based Media and Customer Location Intelligence
Our vision: To be the global leaders in Digital Place Based Media and Customer Location Intelligence. Focusing on key audience channels that Motio can lead, building an ecosystem of utility, content, software and payment products that align with and enhance our media core.
Slide 5: What is Digital Place Based Media?
What is Digital Place Based Media?
Slide 6: What is Digital Place Based?
What is Digital Place Based? Out-Of-Home formats Long dwell time environments Niche audiences at scale Customer Experience Contextually relevant & engaging content. Through utility that changes Location based outcomes
Slide 7: Company leadership
Media sales for 25 years Involved with Place Based Media since 2008 Built managed and led multiple Place Based businesses Brought together Place Based and Online environments Experts in content for Digital OOH Adam Cadwallader Michael Johnstone environments CEO & MD COO Passion for innovation, tech
Slide 8: Our strategy
our strategy atl
Slide 9: The circumflex.
The circumflex. Out-Of-Home Content & Creative Media ownership & sales representation AdTech/Sportech
Slide 10: Media (main game).
Media (main game). Our network is made up of 3 distinct networks with the ability to add more. • Our owned networks of Motio Health + Motio Play • Ampol On-The-Go Digital Display Network (Motio Go) 4 Revenue Generation streams 1. National Revenue derived through media agencies across Australia. 2. D
Slide 11: Content & creative
content & creative • Enormity is our content & creative agency • Key to our business, providing Place Based content • Pivotal in delivering our CX + utility strategy • Over time, develop a scalable self-service marketplace model for customers to access centralised OOH content • Make content and crea
Slide 12: Adtech + sportech
adtech + sportech • Exciting and developing segment of our business • Developing our current capability including our payments product within our Sporting environments • Connecting our networks to scaled AdTech programmatic and ad serving software to enhance revenue • Continue to investigate scalabl
Slide 13: Our media channels
Our media channels . motio
Slide 14: Our audience channels.
Our audience channels. Owned Represented Growth ? • National network of digital displays across 500+ • National network of digital displays within • National network of digital displays across 500 Acquire/Organic considerations ‘mega medical’ and community-based point of indoor sporting centre envir
Slide 15: More than advertising
More than advertising motio
Slide 16: Location intelligence.
1st Party Location intelligence. Presence Sensor Software Motio has 4 key sources of First part data, among our other 3rd party data sources. Motio relies on this high quality source data to drive and enhance our media, programmatic and commercial utility program to assist in the driving of revenue
Slide 17: Utility based content
Utility based content Incredibly important to our business is utility based content and advertising. It changes the relationship we have with our “landlords” offering displays that help communication, drive engagement and don’t rely on Facebook or email. This is an emerging support area of our busin
Slide 18: Key drivers
Key drivers Media (core) • People • Inventory • Data • Technology National Direct Local Programmatic Growth (non advertising) • Supports the ‘Media Core’ • Enhances or advances existing commercial relationships • Delivers Utility/Efficiency Utility • Grows Revenue for mutual benefit Based • Customer
Slide 19: Revenue + our industry
Revenue + our industry atl
Slide 20: Industry information
Industry information In 2020, the Out-Of-Home category decreased due to the pandemic. The industry ended the year posting $566.5M in revenue, down 39.4 per cent. Revenue results ($M) 2014-2020 Total OOH revenue DOOH as a percentage of total OOH revenue 55.8 56.1 1000 52 922 936 47.3 900 837 40.2 789
Slide 21: Revenue
Revenue From a standing start in July 2020, in the middle of COVD_19 Lockdown, Motio began its media sales of new networks. It has achieved solid growth and despite the market, is in a position of strength heading into the 2022 Financial Year. Revenue results ($’000) FY20/21 + PRO FORMA FY21/22 TARG
Slide 22: FY22 goals
FY22 goals motio
Slide 23: Our FY22 goals.
Our FY22 goals. To achieve at least double the revenues of Cross Track in a normal year, entirely from our new 1 business ventures Aggressively target acquisitive growth by pursuing strategic M&A opportunities that create 2 shareholder value. (We want to maximise the opportunity that being a listed
Slide 24: Key stats
Key stats y motio
Slide 25: Key information: Metrics
d a Key information Metrics c h a $22.34M $4.01M Net Cash Market Cap r Acquisition of Medical Media t f 40M $0.16 Ownership o 35M $0.14 r Capital Raise Placement + Rights y 30M $0.12 Launch of o 25M Motio Media $0.10 Announce Adline u 20M Acquisition $0.08 t 15M $0.06 o l 10M $0.04 o 5M $0.02 o 0M $
Slide 26: Thank you.
Thank you. Adam Cadwallader Chief Executive Officer adam@motio.com.au +61 419 999 867 Michael Johnstone Chief Operating Officer michael@motio.com.au +61 414 671 000 LEVEL 15 189 KENT STREET SYDNEY Motio Limited ASX: MXO