Rma Global Ltd. · ASX:RMY
Rma Global — Investor Presentation (October 2024)
35 slides from Rma Global's investor presentation, Oct 22, 2024
Slide 1: More reviews, in more places, means more listings
More reviews, in more places, means more listings Acquisition and Capital Raising October 2024
Slide 2: Legal Disclaimer
Legal Disclaimer IMPORTANT NOTICE AND DISCLAIMER The following notice and disclaimer applies to this investor presentation (Presentation or document) and you should read it carefully before reading or making any other use of this Presentation or any information contained in this Presentation. By acc
Slide 3: Legal Disclaimer
Legal Disclaimer Investment risk An investment in the New Shares is subject to investment and other known and unknown risks, some of which are beyond the control of RMA, including loss of income and principal invested. RMA does not guarantee any particular rate of return or performance including wit
Slide 4: Legal Disclaimer
Legal Disclaimer Disclaimer The information in this Presentation has been obtained from or based on sources believed by RMA to be reliable. To the maximum extent permitted by law, RMA and the Lead Manager and their respective affiliates, officers, employees, agents and advisers do not make any warra
Slide 5: Agenda
Agenda • Executive Summary • RMA Business Today’s Presenters • Refreshed Board and Management • Refreshed Strategy • Strategic Changes • Curated Social Acquisition David Williams Jim Crisera • Business Overview Chairman Chief Executive Officer • Strategic Rationale • Integration Plan and Timetable •
Slide 6: Executive Summary
Executive Summary RMA Business • RMA Global (“RMA” or “Company”) is a leading reputation management platform operating in Australia, New Zealand and the United States. The Company is focused on helping Overview homeowners select trusted real estate professionals. • RMA currently has over 345,000 rea
Slide 7: Refreshed Leadership, Product and Strategic Focus
Refreshed Leadership, Product Product and Strategic Focus
Slide 8: Refreshed Strategy
Refreshed Strategy • RMA has been successful in the ANZ market with 30% of active agents in Australia on a subscription and paying RMA an average of A$1,115 per year. Australia is profitable. • In the US, RMA has been successful in getting approximately 285,000 agents on the platform, but there are
Slide 9: USA Addressable Market
USA Addressable Market US is a large addressable market and is poised for growth with strong early traction to be boosted by Curated Social and Realty ONE Group Large US addressable market US Revenues 1. Based on RMA‘s FY24 Promoter and Subscription revenue in Australia, divided by number of agents
Slide 10: Strategic Changes
Strategic Changes 1. Focus on Brokerages & integration with their technology providers • Partner with major brokerage to market premium marketing product to their agents & teams • Realty ONE Group brings 20,000 agents but others will follow in the US and ANZ markets • Capture reviews for ALL transac
Slide 11: Refreshed Board & Management
Refreshed Board & Management David Williams Ashley Farrugia Shane Greenan Jim Crisera Chairman Non-executive Director Non-executive Director Chief Executive Officer An experienced director with a track Co-founder and former CEO of Over 20 years’ experience as a CFO A seasoned executive leader with o
Slide 12: Value Add to Agents and Brokerages
Value Add to Agents and Brokerages Win more listings Get More Reviews • Get chosen more often Agent delivers • Automate review requests • Earn more referrals great service • Manage reviews from one place • Attract top talent • Seamless integration Agent selection Get reviews Stay Top of Mind • Conte
Slide 13: Curated Social: Business Overview and Strategic Rationale
Curated Social: Business Overview and Strategic Rational
Slide 14: Core Features, Key Metrics and Acquisition Summary
“Curated Social does an excellent job with with providing fresh weekly content and makes makes life so much easier! I spent forever on Core Features Key Metrics on social media before this.” Kyle Weston, Real Estate Agent Content Library Revenue Growth Over 5k engaging ready-to-post graphics and 8%
Slide 15: Agent and Consumer Experience Workflow
Workflow: • Agent selects content Agent Experience • Automated branding is applied • Post is scheduled • Deployed to Social Media Networks Consumer Experience 15
Slide 16: Strategic Rationale
Strategic Rationale • Expanded Product Offering: Curated Social brings a deep library of real estate content. • Increased Value to Agents: Combined offering will help agents stay top of mind and win listings. • Accelerated Brokerage Strategy: Expanded offering for brokerages sphere-based marketing p
Slide 17: Financial Impact
Financial Impact • Revenue FY241,2 Pro-Forma Cash A$M $2.38m - Curated Social $18.75m - RMA RMA Cash Balance3 $2.9 $21.13m = Combined Pro Forma Capital Raise4 $5.0 • Curated Social generates positive EBITDA • During FY24, Curated Social generated positive EBITDA of A$120k Upfront Cash Payment for Ac
Slide 18: Capital Raising
Capital Raising
Slide 19: Capital Raising Overview
Capital Raising Overview Capital raising of approximately A$3.0 million via a Placement and an up to A$2.0 million SPP to raise a total of up to A$5.0 million Placement • The issue of approximately 62.5 million new fully paid ordinary shares in the Company (“New Shares”) under a non-underwritten Pla
Slide 20: Offer Timetable
Offer Timetable Indicative capital raising timetable1 Trading Halt, Bookbuild Opens Friday, 18th October 2024 Record Date for SPP Monday, 21st October 2024 Announcement of Capital Raising and Trading Halt Lifted Tuesday, 22nd October 2024 Settlement of Institutional Placement Friday, 25th October 20
Slide 21: Risk Factors
Risk Factors
Slide 22: Risk Factors
Risk Factors The business, assets and operations of the Group are subject to certain risk factors that have the potential to influence operating and financial performance in the future. These risks can impact on the value of an investment in the Shares. The Board aims to manage these risks by carefu
Slide 23: Acquisition Specific Risks
Acquisition Specific Risks Acquisition risk The Company and its advisers have undertaken financial, operational, legal, tax and other analysis in respect of Curated Social in order to determine its attractiveness to RMA and whether to pursue the Acquisition. It is possible that such analysis and the
Slide 24: Acquisition Specific Risks
Acquisition Specific Risks Assumed liabilities Following the Acquisition, RMA will be required to account for any outstanding liabilities that Curated Social has incurred in the past, including liabilities which were not identified during its due diligence or which are greater than expected, for whi
Slide 25: Risks Specific to RMA
Risks Specific to RMA Short operating history and history of operating losses The Company was formed in April 2014 (after commencing operations in 2013), introduced its paid subscriber model in June 2014 and commenced operations in the US in 2017 and in New Zealand in 2018. This limited operating an
Slide 26: Risks Specific to RMA
Risks Specific to RMA Failure to expand and maintain client relationships A failure to successfully implement any of the strategies for growth of customer numbers could adversely affect RMA’s operating and financial performance. RMA’s growth strategies are also highly dependent on the continued enro
Slide 27: Risks Specific to RMA
Risks Specific to RMA Disruption or failure of technology systems RMA relies on the performance and availability of its software, and its connectivity with agents’ and agencies’ social media platforms in the operation of its business. The ongoing performance of RMA’s software is key to the Company’s
Slide 28: General risks
General risks Economic and market conditions Changes in economic and business conditions such as tax reforms, movements in employment rates, and changes in interest rates, inflation rates and currency exchange rates in Australia or internationally may have an adverse effect on RMA’s trading and fina
Slide 29: International Offer Restrictions
International Offer Restrictions
Slide 30: International Offer Restrictions
International Offer Restrictions This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares may not be offered or sold, in any
Slide 31: International Offer Restrictions (Cont.)
International Offer Restrictions (Cont.) Singapore This document and any other materials relating to the New Shares have not been, and will not be, lodged or registered as a prospectus in Singapore with the Monetary Authority of Singapore. Accordingly, this document and any other document or materia
Slide 32: Appendix
Appendix
Slide 33: RMA Overview
RMA Overview Marketing Platform for Agents RMA is a marketing and reputation SAAS platform for Real estate agents. The business provides simple, automated ways for agents to collect client testimonials, to build their digital presence and market their business to property buyers and sellers, who in
Slide 34: RMA Overview
RMA Overview What we do We help homeowners select trusted real estate professionals. Why we're doing it Homeowners should be able to navigate the property market with complete confidence. How we're doing it We're reshaping the real estate industry by championing agents who excel through their dedica
Slide 35: Our Markets - through a scalable platform
Our Markets - through a scalable platform, we serve consumers and agents in Australia, New Zealand and the US with ~$19m revenues Australia and New Zealand USA Established Market – Increase monetisation Growth Market - Rapid Expansion Market leading platform with embedded Agents used by both buy