Cluey Ltd · ASX:CLU
Cluey — Shareholder Meeting (October 2021)
14 slides from Cluey's shareholder meeting presentation, Oct 28, 2021
Slide 1: 2021 Annual General Meeting Presentation
CLUEY LTD (CLU) DRAFT 2021 ANNUAL GENERAL MEETING PRESENTATION 28 OCTOBER 2021
Slide 2: Online Q&A
Online Q&A 3. Hit enter on your 1. Click on the Q&A icon 2. Type your question in keyboard to submit your the new Q&A window message To contact support: Please call 1300 816 159 (within Australia) or +61 2 8072 1479 (outside of Australia) 1
Slide 3: Registration and Voting
Registration and Voting 2. Click “register” in the 1. Log in or register at: 3. Record your vote. Once banner at the bottom of https://investor.automic.com.au/#/home you confirm it is lodged and your screen, then select final “register” for this meeting To contact support: Call 1300 816 159 2
Slide 4: Agenda
AGENDA 1. Chairman’s address 2. Q1FY22 Update (CFO) 3. 2. CEO’s Presentation and – Q1FY22 Update growth outlook 3
Slide 5: Overview of Cluey
OVERVIEW OF CLUEY CLUEY AUGMENTS TRADITIONAL SCHOOLING FOR K-12 STUDENTS ACROSS AUSTRALIA WITH A RANGE OF COMPREHENSIVE LEARNING SERVICES Core academic support services: Co/extracurricular learning - the Cluey Cluey is defining and leading this Academy: sector: • Live online 1-to-1 and small group t
Slide 6: Chairman's address: FY21 Highlights
FY21 Highlights • Revenue of $15.9m exceeded Prospectus forecast and increase of 226% on FY20 • Gross Profit of $8.6m up 270% on FY20 • New Students of 17,382, an increase of 134% on FY20 • 250,613 student sessions delivered, an increase of 198% on FY20 • Variable CAC of $563, a reduction of 28% on
Slide 7: CFO Presentation – Q1FY22 Update
02 CFO Presentation– Q1FY22 Update
Slide 8: Q1 FY22 Snapshot
Q1 FY22 SNAPSHOT CLUEY CONTINUES TO BENEFIT FROM THE ACCELERATED TAKE-UP OF ONLINE ACADEMIC SUPPORT AS A RESULT OF THE SHIFT TO ONLINE LEARNING BY K-12 STUDENTS IN AUSTRALIA >122,000 2.0x Student sessions increase in New in Q1 FY22, up students in Q1 FY22 1,625 132% from 53,000 in PCP (vs PCP) 2.3x
Slide 9: Q1 FY22 Key Operating Metrics
Q1 FY22 KEY OPERATING METRICS CLUEY CONTINUES TO SCALE RAPIDLY. RECORD QUARTERLY REVENUE, NEW STUDENTS AND STUDENT SESSIONS KEY OPERATING METRICS – Q1 FY22 Revenue1 New Students2 $7.9m 7,411 Q1 Revenue of $7.9m +134% PCP +101% PCP equal to 50% of total FY21 Revenue Student Sessions Variable CAC3 / N
Slide 10: CEO Address & Presentation
03 CEO Address & presentation
Slide 11: Current Growth in a Large Market
CURRENT GROWTH IN A LARGE MARKET Number of student sessions (‘000) Estimated Australian market opportunity 122.3 88.2 61.1 52.7 48.6 37.6 20.5 11.9 13.7 Q1FY20 Q2FY20 Q3FY20 Q4FY20 Q1FY21 Q2FY21 Q3FY21 Q4FY21 Q1FY22 Total Revenue ($m) 7.9 • Migration to learning outside the classroom and online in K
Slide 12: Growing the Core Faster
GROWING THE CORE FASTER DATA AND LEARNING ANALYTICS IMPROVEMENTS TO SERVICE ADDING NEW SUBJECTS Driving improvements and VOC research driving improvements to Physics and Biology being launched optimisation learning programs, content and January 2022 features GEOGRAPHIC EXPANSION NEW BUSINESS MODELS
Slide 13: Growth Opportunities Adjacent to the Core
GROWTH OPPORTUNITIES ADJACENT TO THE CORE PROPENSITY TO PURCHASE CO/EXTRA CURRICULAR STRONG OPPORTUNITY TO CROSS-SELL PROGRAMS “COEX” IS EVEN HIGHER THAN AND UP-SELL 1 TUTORING 1 Propensity to pay for service Propensity to pay for service Definitely not + Probably not Might or might not Probably wou
Slide 14: Contact Us
CLUEY LTD (CLU) CONTACT US Mark Rohald Greg Fordred Melanie Singh CEO CFO & Company Secretary Investor Relations Investor.relations@clueylearning.com Investor.relations@clueylearning.com Melanie@nwrcommunications.com.au