Brave Bison Group Plc · LSE:BBSN
Brave Bison — H1 2022 Earnings Presentation
24 slides from Brave Bison's earnings presentation, 2022
Slide 1: A different Beast
A different Beast Brave Biso
Slide 2: Presentation from Oliver Green, Philippa Norridge, Theo Green
2 BraveBison Presentation from Oliver Green Philippa Norridge Theo Green Chairman Chief Financial Officer Chief Growth Officer © 2022 BraveBison A different Beast
Slide 3: Contents
BraveBison Contents I. H1 2022 Summary Il. Financials IIl.Operational Highlights IV.Brave Bison Vision V. Q&A
Slide 4: Brave Bison is a social and digital media company with a global footprint
Brave Bison is a social and digital media company with a global footprint H1 Revenue H1 Gross Profit H1 Adj. EBITDA £14.7m £8.2m £1.6m +102% +321% +189% Total Headcount H1 Net.Cash H1 Profit per Share 163 £4.8m 0.09p +317% +65% +200% BraveBison
Slide 5: Our Board
Our Board 4 h Oliver Green Chairman University College London Tangent & Brave Bison 22.5% shareholder alongside Theo BraveBison Theo Green Chief Growth Officer Imperial College London Brockton Capital, Tangent & Brave Bison 22.5% shareholder alongside Oliver Philippa Norridge Chief Financial Officer
Slide 6: Our business model: Digital Advertising Services
Our business model: Digital Advertising Services BraveBison Commerce BraveBison Performance BraveBison Social & Influencer F pile age Panasonic Rapyd [| Milk More newbalance
Slide 7: Our business model: Digital Media Network
Our business model: Digital Media Network Brave Bison owns and operates 650+ channels across all major social media networks Yous O © Some of our channels ye es BraveBison (ae ise. \ © PGATOUR fl] 8 HOME VIDEOS PLAYLISTS COMMUNITY CH oF tts ea Prontee eae Good, Bad & Unusel PGA TOUR 698K subscribers
Slide 8: Contents
Brave Bison Contents I. H1 2022 Summary Il. Financials IIl.Operational Highlights IV.Brave Bison Vision V. Q&A
Slide 9: Turnaround & Sustained Growth
BraveBison Turnaround & Sustained Growth £29.0m Half Year Period £24.0m £21.7m £19.0m £16.8m £14.5m £14.0m £9.0m £7.8m £4.0m £4.0m £1.8m £1.6m (£0.4m) £0.1m | | Ha Glam) 2019A 2020A 2021A H1 2022 mRevenue mGross Profit/Net Revenue mAdj. EBITDA
Slide 10: Revenue Breakdown & Hybrid Business Model
Revenue Breakdown & Hybrid Business Model 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2020A 2021A H1 2022 ™Services Revenue Media Revenue BraveBison
Slide 11: Strong Cashflow & Healthy Balance Sheet
BraveBison Strong Cashflow & Healthy Balance Sheet £4.0m £7.0m £3.2m £3.0m £6.0m — £5.4m £5.0m £2.0m — £4.8m £4.0m £1.0m 5 £3.0m .8m £0.0m (£0.5m) (£1.0m) £1.0m (£1.5m) (£2.0m) £0.0m maFree Cash Flow(LHS) -*GrossCash(RHS) -*Net Cash (RHS)
Slide 12: Profit Before Tax Bridge
BraveBison Profit Before Tax Bridge £2.0m £16m £0.3m £1.5m eibehar £0.1m £0.2m || £1.0m £1.0m £0.5m £0.0m Adjusted EBITDA Interest, Adjusted Operating Restructuring & Share-based Profit Before Tax Depreciation & Profit Acquisition Costs Payments Amortisation
Slide 13: Outlook: FY22 & Beyond
B BraveBison Outlook: FY22 & Beyond “The Board is comfortable that it will meet or exceed its expectations for the current financial year. Furthermore, and despite global macro headwinds, the Board expects further growth in the next financial year as brand advertisers continue to migrate to our diff
Slide 14: I. H1 2022 Summary
“ I. H1 2022 Summary Il. Financials Ill. Operational Highlights IV.Brave Bison Vision V. Q&A BraveBison Contents
Slide 15: The Business Plan
The Business Plan BraveBison Initiative Description Status Rebrand Brave Bison Launch a new trade brand to Complete integrate customer offering Grow the Digital Media Network Increase our reach and audience on |Underway YouTube and Snap Implement a Distributed Operating _|Increase the number of staf
Slide 16: A single Brave Bison Brand
BraveBison A single Brave Bison Brand A media, marketing and technology company built for the new era
Slide 17: Distributed operating model
7 Distributed operating model. 9 > Brave Bison now operates on a fully hybrid basis 9 f°) > HQ is in King’s Cross, London, but over a quarter of the Company’s headcount are fully 9 remote > Brave Bison currently has staff in 11 countries, operating in 30 languages 9 > This operating model gives Brav
Slide 18: Acquisition of Best Response Media
Acquisition of Best Response Media V,\ Adobe Best Response Media is a specialist ecommerce and mobile development company focused exclusively on the Adobe Commerce platform. This acquisition brought three key benefits: 1. Flexible and cost-effective resource base in Mansoura, Egypt 2. Credentials an
Slide 19: Neutral
Neutral CO-e Assessed Organisation multiverse e3 tree-nation
Slide 20: Rapyd SMB Influencer
Rapyd Rapyd SMB Influencer Brief Rapyd, a multi-billion-dollar fintech business needed a way to engage small businesses in the UK. Often focussed on the day to day running of those businesses, the audience were hard to reach and hard to grab the attention of. Solution TikTok isn’t just about dance t
Slide 21: Rapyd Hack the Galaxy
Rapyd Hack the Galaxy Brief Rapyd understand the critical role developers play in recommending their product. But how do you engage an audience who literally speak a different language? You send them to the edge of space. Enter, Hack the Galaxy. If you're a developer, you have to see this stay until
Slide 22: Contents
I. H1 2022 Summary Il. Financials IIl.Operational Highlights IV.Brave Bison Vision V. Q&A BraveBison Contents
Slide 23: Long-term Vision
Long-term Vision A media, marketing and technology company built for the new era Key: HER Existing Capabilities/Media || Future Capabilities/Media we Digital Advertising & Technology Services Monetised via: 1. Fee-based income Social & Digital Media Network Monetised via: Programmatic advertising 2.
Slide 24: Contents
ad BraveBison Contents I. H1 2022 Summary Il. Financials IIl.Operational Highlights IV.Brave Bison Vision V. Q&A