Goldmoney Inc. · TSX:XAU
Goldmoney — Investor Presentation (November 2018)
26 slides from Goldmoney's investor presentation, November 2018
Slide 1: The World's Most Trusted Precious Metals Custodian
The World’s Most Trusted Precious Metals Custodian NOVEMBER 2018 INVESTOR DECK XAU XAUMF 2Q1 9 UPDATE: S LIDE 20
Slide 2: Caution Regarding Forward-Looking Information
Caution Regarding Forward-Looking Information These Slides contain certain “forward-looking information” within the meaning of applicable Canadian securities laws that are based on expectations, estimates and projections as at the date of these Slides. The information in these Slides about the futur
Slide 3: The Digital Gold Revolution
The Digital Gold Revolution 3
Slide 4: The Goldmoney Founding Mission
The Goldmoney Founding Mission Our world is being transformed by technology and innovation, but it’s also rife with financial and economic uncertainty. Our mission: 1. Harness financial technology to build the world’s safest financial service. 2. Build lasting relationships with a global base of cli
Slide 5: A Growing Family
A Growing Family Goldmoney [el tsx:xau = XAUMF Goldmoney ee PONS MENE HOLDING Qe227" waa se “">=~.@ iW] Tsxv:MENE 100% oa | — 37% Schiffcop Ee 50% ! 23% ABLOCKVAULT. 100%
Slide 6: Goldmoney Overview
Goldmoney Overview The only financial service offering of its kind, the Goldmoney Holding is a fully-reserved precious metals account that provides everyday accessibility, mobile payment, and transfer services. We safeguard $1.8 billion for clients in 150 countries providing custody, trading, debit
Slide 7: ROMW Model
ROMW Model The Goldmoney business model provides unique exposure to a ROMW (Return on Metal Weight) financial model similar to that employed by precious metal streaming companies; however, unlike the majority of those companies, Goldmoney accumulates the precious metals it earns above its working ca
Slide 8: The Goldmoney Economy – Investments and JVs
The Goldmoney Economy – Investments and JVs When possible, we make strategic investments in ventures that help to demonstrate the commercial viability of the Goldmoney “Economy”. These business ventures help to broaden access to physical gold or engage in the monetization of precious metals earning
Slide 9: The Goldmoney Holding
The Goldmoney® Holding ONE POW ERFUL ONLINE ACCOUNT. BUY SELL HOLD EARN SPEND SEND REDEEM
Slide 10: Goldmoney Brand
Goldmoney Brand PASSI O NATE & G LO BAL CO MMU NI TY O F CLI ENTS
Slide 11: Cryptocurrency Buy/Sell Powered by BlockVault
Cryptocurrency Buy/Sell Powered by BlockVault LAU NCHED NO VEMBER 20 17 Goldmoney is the world’s first publicly traded company offering cryptocurrency custody with fully audited financials, fully reserved and insured cold-storage holdings, and audited holdings of segregated client assets. 1. Buy & s
Slide 12: BlockVault: insured, audited cold storage custodian
10 0 % O WNERSHI P • The world’s first insured, audited cold storage custodian with public company transparency • Provide regulated institutions, investment managers, high-net worth individuals, and Goldmoney Clients with the ability to Buy, Sell, and Exchange Cryptocurrencies with the ease and secu
Slide 13: Menē (TSXV:MENE)
TSXV:MENE PU RE 24K Menē designs, manufactures, and markets 24 karat gold and platinum investment jewelry™ which is sold direct-to-consumer. Through Mene.com, customers can buy, sell, and exchange their jewelry by gram weight at the prevailing market prices for gold and platinum. Menē’s mission is t
Slide 14: The Menē Revolution
T H E M EN Ē REV OL UT I ON Completed private beta launch and “Series A” Financing in December 2017, raising up to $21 million in marketing and growth capital. January 2018: mene.com is launched to public $8 Million: Revenue generated since launch 8,000: Menē customers M EN Ē IS T HE J EW EL RY HO W
Slide 15: Menē Opens the Market
“Menē, now averaging over $1 million of M EN Ē OP EN S THE M A RK ET monthly revenues, was an idea that began as an exploratory venture within Goldmoney 2 NO V E MBE R 6, 2018 years ago. This idea has now produced a $60 million windfall for Goldmoney Inc. Distribution of 3.99M Class B Menē shares sh
Slide 16: Menē Passionate Community & Reviews
M ENĒ PASSIO NATE CO M M UNITY & REVIEW S See more at Trustpilot The rings I bought from Menē are phenomenal. Love the transparency when they tell you the They fit perfectly and the rings themselves are top price. you know exactly how much 24k gold you quality. Highly recommend this company for are
Slide 17: SchiffGold
(10 0 % O WNERSHI P, 50 % PRO F I T JV) SchiffGold is one of the leading direct-to-consumer coin and bullion dealers in the U.S., and was founded by legendary gold investor Peter Schiff, who has become a partner, advisor and marketer of the Goldmoney brand. SchiffGold’s experienced relationship mana
Slide 18: Lend & Borrow Trust (LBT)
23% O W NERSHI P Lend & Borrow Trust (LBT) is an FCA regulated peer-to-peer precious metal lending service founded by James Turk and Eric Sprott. As part of our investment, LBT entered into an exclusive dealing and storage agreement with Goldmoney. This agreement means that LBT’s growth and success
Slide 19: Goldmoney Physical Branch Strategy
Goldmoney Physical Branch Strategy We believe there is an opportunity to expand our services and global footprint by establishing a network of physical branches around the world. • In 2018, Goldmoney opened two branches in Toronto, Canada (leased) and Saint Helier, Jersey (owned). • Goldmoney Branch
Slide 20: Goldmoney Inc. Consolidated Financial Results
Goldmoney Inc. Consolidated Financial Results Q 2 201 9 RESULTS (July 1 – September 30, 2018) “Goldmoney Inc. continues to deliver shareholder value while growing long-term optionality on a rising precious metal environment … as we continued to preserve our balance sheet while demonstrating our comp
Slide 21: Financial Highlights
Financial Highlights G AINING MET AL WEIG HT & CU ST OMERS DESPIT E A G LOB AL, INDU ST RY -WIDE SLOWDOWN IN PRECIOU S MET ALS & CRY PT O ASSET S Revenue By Business Divisions • Precious Metal Gross Margin growth accelerated despite a global and industry-wide slowdown in precious metals sale, achiev
Slide 22: Financial Highlights: Growing Tangible Net Worth
Financial Highlights A FOCU S ON G ROWING T ANG IB LE NET WORT H Tangible Capital 113.1 120 109.3 111.5 109 100 • Tangible Common Equity at $109 million, up 78% YoY 80 61.1 • Consolidated Revenue of $118.2 million 58.8 61.2 60 • Gross Margin increased by 68% YoY to $1.6 million 40 • Adjusted Gross P
Slide 23: Selected Key Financial Information
Selected Key Financial Information Q2 2019 Q1 2019 Q2 2018 Gross Profit ($000s) – Excluding Revaluation of Precious Metals 3,092 3,321 1,957 Gross Profit ($000s) – Including Revaluation of Precious Metals 2,182 3,978 1,630 Non-IFRS Adjusted Gain (Loss) ($000s) (2,849) (278) 41 Revenue ($000s) 118,20
Slide 24: Unparalleled Value Proposition
Unparalleled Value Proposition W HY G O LDMO NEY (TSX:XAU ) First Mover Advantage An Ecosystem with Synergy & Diversity Strong reputation & market leadership since 2001 A strategic family of subsidiary holdings Large & Growing Opportunity Vision Growing share in the $8 trillion precious metals marke
Slide 25: Investor Overview
Investor Overview LATEST MARKET PRICE $2.30 per share STOC K LISTIN G Primary Exchange: TSX:XAU MARKET VALUATION SEC ON DARY LISTIN GS ~$180 million USA: XAUMF, Frankfurt: 9BT TOTAL SHARES OUTSTAN DIN G 77,092,654 IN SIDER OWN ERSHIP ~40% - Roy Sebag, Josh Crumb, Turk Family, Peter Schiff IN STITUTI
Slide 26: Investor Relations Contacts
Investor Relations Contacts INVESTOR RELATIONS Renee Wei ir@goldmoney.com (647) 499-6748 ANALYST COVERAGE GMP Securities Cihan Tuncay ctuncay@gmpsecurities.com Mackie Research Nikhil Thadani nthadani@mackieresearch.com 26