Yowie Group Ltd. · ASX:YOW
Yowie — Investor Presentation (May 2013)
35 slides from Yowie's investor presentation, May 8, 2013
Slide 1: Investor Presentation May 2013
For personal use only Investor Presentation May 2013 YOWIE GROUP LIMITED
Slide 2: Disclaimer
Copyright YGL 2 Disclaimer For personal use only This Presentation (the “Presentation”) has been prepared for use by prospective acquirers in considering their interest in an investment (the “Transaction”) in Yowie Enterprises Ltd (or the “Company”). By accepting a copy of this Presentation, the rec
Slide 3: Yowie Group Limited: A new global brand owner and licensing company
For personal use only Yowie Group Limited A new global brand owner and licensing company
Slide 4: YGL Capital Structure
Copyright YGL 4 YGL Capital Structure For personal use only Issued Capital • Market capitalization AUD $9million • 59,236,535 fully paid Ordinary shares • 29,799,052 Listed Options - exercise price 20c – expiry Dec 15, 2015 • Top 40 Shareholders control over 80% of Yowie Securities
Slide 5: New Capital Structure incl. $5m
Copyright YGL 5 New Capital Structure incl. $5m For personal use only Top 5 Shareholders Shares % K. P. Hudson 12,034,353 21 Daleford Way 4,500,000 8 C&L. Lubich & Family PF 2,750,000 5 Seefeld Investments 2,700,001 5 Loxton Investment 2,354,000 4 Total 24,338,354 42 Related Party Shares Options Way
Slide 6: Board & Management Team
Copyright YGL 6 Board & Management Team For personal use only • Executive Chair : Wayne Loxton • Executive Director COO : Mark Avery • Non Executive Director : Bob Watson • Non Executive Director : Patricia Fields
Slide 7: Director Bios
Copyright YGL 7 Director Bios For personal use only Executive Chairman: Wayne Loxton – extensive corporate executive experience spanning over 30 years at M.D. & Director level across companies, disciplines and international markets Executive Director: Mark Avery – a former CEO of ThemeSTAR (AEGIS),
Slide 8: Yowie Brand History
Copyright YGL 8 Yowie Brand History For personal use only • First launched in ANZ market in 1995 • 31 million units sold in 20 weeks (surpassed FY projection) • 65 million units sold in first full year ($100 million retail) • Over 2 million children's books sold • Yowie achieved No 1 in sales in chi
Slide 9: Yowie - An Award Winning Brand
Copyright YGL 9 Yowie - An Award Winning Brand For personal use only 1997 Sial D’or International Industry Trade Show • Best new global supermarket product • Best new global confectionery product Australian Market Awards • Best in the Business - Business Review Weekly • Best New Aus. Supermarket Pro
Slide 10: Yowie Brand Ownership
Copyright YGL 10 Yowie Brand Ownership For personal use only • 1992 Partnership formed between Kidcorp (creators) & Cadbury • Cadbury owned parts of Asia Pacific (only) – excluding China/India • Kidcorp retained ownership to the rest of world including key growth opportunity markets of India, China
Slide 11: Yowie Brand Ownership
Copyright YGL 11 Yowie Brand Ownership For personal use only • Cadbury were not interested in non food licensing opportunities (non-core business) • Licensing was key to Yowie award winning success • Cadbury investment and interest focused on company owned core brands and investment in Yowie was not
Slide 12: Yowie Brand Profile
Copyright YGL 12 Yowie Brand Profile For personal use only • Outstanding international award winning brand • Highly differentiated best in class creative • Global market potential • Worldwide appeal across gender, age and culture • Cross category licensing growth opportunity • Relevant and timely en
Slide 13: Yowie Key Objectives
Copyright YGL 13 Yowie Key Objectives For personal use only • Build a global confectionery led brand • Launch a broad range of licensed products worldwide • Establish a commercially successful digital platform
Slide 14: The Yowie Worldwide Opportunity
Copyright YGL 14 The Yowie Worldwide Opportunity For personal use only • Kinder Surprise worldwide sales are 2 billion units = 1:3 population/sales ratio • In 1999 Yowie ANZ first full year sales were 65 million units = 3:1 population/sales ratio • Yowie stole 30% market share from global and local
Slide 15: The Yowie US Opportunity
Copyright YGL 15 The Yowie US Opportunity For personal use only • Yowie has exclusive rights to US Patents #5,925,321 & #6,099,872 valid until 2019 • Patents allow FDA approved production of non imbedded chocolate toy product • US Market represents 315 million people • Kinder Surprise sales in Europ
Slide 16: For personal use only
For personal use only
Slide 17: US Agreements in Place
Copyright YGL 17 US Agreements in Place For personal use only • Manufacturing : Whetstone Chocolate Company • Patent : Hank Whetstone /Secure until 2019 • Manufacturing Technology: Hank Whetstone/Secure until 2020 • *Inclusions : Perfect Productions Hong Kong Ltd • *US Market Distribution: Ferrara C
Slide 18: US Launch Key Dates
Copyright YGL 18 US Launch Key Dates For personal use only 2013 On Schedule Program April: Factory acceptance packaging trials in Germany May: Factory commissioning wrapping machine in Florida US June: 90 Day US production trial commences July: Inclusion/capsule production commences in China Sept: U
Slide 19: Growth Strategy
Copyright YGL 19 Growth Strategy For personal use only $ YOWIE VALUE CREATION Yowie Licensing, Digital Development & Confectionery Global Rollout Yowie New Licensees & Categories / New Digital Apps Yowie Licensing & Digital Expansion Program Yowie US Confectionery Yowie Confectionery Yowie Confectio
Slide 20: Investment Strategy
Copyright YGL 20 Investment Strategy For personal use only Includes 72++ mill units new investment in expanded production YOWIE STRONGER capacity FASTER GROWTH Includes +36 mill units Yowie Licensing, production capacity for Digital Development investment of $1.95 mill & Confectionery Global Rollout
Slide 21: Yowie Strengths
Copyright YGL 21 Yowie Strengths For personal use only • Experienced Board with unique experience – key capability in entrepreneurial start-ups, global brand management, international markets, digital & licensing development • Yowie proven brand with strong equity still remaining in ANZ market plus
Slide 22: Yowie Challenges
Copyright YGL 22 Yowie Challenges For personal use only • Need to secure faster acceleration of manufacturing output to realize full value of US market patent • Growth and expansion to outpace competition • New investment to increase manufacturing capacity and allow expansion into new markets – ANZ/
Slide 23: Key Competitive Advantage
Copyright YGL 23 Key Competitive Advantage For personal use only • US exclusive rights Patent • Award winning proven brand • Product offer and experience advantaged vs. worldwide market leader (Kinder Surprise) • Global brand licensing opportunities • Global digital platform including Mobile Apps
Slide 24: Yowie Confectionery Product
Copyright YGL 24 Yowie Confectionery Product For personal use only
Slide 25: Yowie vs. Kinder Surprise on shelf
Copyright YGL 25 Yowie vs. Kinder Surprise on shelf For personal use only
Slide 26: Foiling & Wrapping, Inclusions, Confectionery Manufacturing
For personal use only 1. High Speed Foiling & Wrapping 2. Series 1 Inclusions 3. Confectionery Manufacturing
Slide 27: Brand Strategy
Brand Strategy For personal use only • Volume target year 1 =18 million units (capacity driven) • Extensive launch sampling program • Off location power wing displays to build stock weight in store • Limited edition natural replica inclusions • Mobile app & digital platform • Cross category licensin
Slide 28: Licensing & Digital – Core Value Drivers in Yowie Growth Strategy
Copyright YGL 28 Licensing & Digital – For personal use only Core Value Drivers in Yowie Growth Strategy Food Licensing
Slide 29: Non-food Licensing
Copyright YGL 29 Non-food Licensing For personal use only Puzzles & Games Body Boards Garden Seeds Music CDs Jocks n Socks & Games Pencil Case & Satchel
Slide 30: Non-food Licensing
Copyright YGL 30 Non-food Licensing For personal use only Bubble Bath Publishing & Shampoo Caps Beanies & Danglers
Slide 31: Digital Apps
Copyright YGL 31 Digital Apps For personal use only
Slide 32: Yowie Brand Success
Copyright YGL 32 Yowie Brand Success For personal use only • A Winning Formula: • Six endearing Yowie characters • Portion controlled at 27gms • Consumer preferred Cadbury chocolate • High definition character foils for market impact & shelf standout • Token inclusion with ecology story & trading va
Slide 33: The Yowie market opportunity is huge
Copyright YGL 33 The Yowie market opportunity is huge For personal use only • $500 million+ US confectionery market gap opportunity • Global market potential is a not unrealistic $4 billion • Market leader Kinder Surprise currently sell 2 billion units worldwide (not including the US market) with a
Slide 34: Invest in Yowie Today!
Copyright YGL 34 Invest in Yowie Today! For personal use only Yowie is a significant new value creating growth opportunity • Exclusive patent rights to US market of 315 million people • Global brand licensing opportunity • Worldwide digital platform including mobile apps opportunity • Global new mar
Slide 35: Coming soon to a store near you!
For personal use only Coming soon to a store near you!