Northstar Gaming Holdings Inc · TSXV:BET
Northstar Gaming — Investor Presentation (August 2023)
20 slides from Northstar Gaming's investor presentation, Aug 24, 2023
Slide 1: Investor Deck
NORTHSTAR * BETS SPORTS : CASINO = LIVE Investor Deck AUGUST 2023 oOF-Io
Slide 2: Disclaimer
DISCLAIMER Cautionary Statement The information contained in this presentation has been prepared by NorthStar Gaming Inc. (the “Company”) and contains confidential information pertaining to the business and operations of the Company. The information contained in this presentation: (a) is provided as
Slide 3: Spearheading the Intersection of iGaming and Media
SPEARHEADING THE INTERSECTION OF iGAMING AND MEDIA Access to Ontario-based omni-channel media properties driving competitive customer acquisition and retention rates. 3
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS ~C$8.5B Canadian TAM, with Ontario’s regulated market launched in 01 April 2022 02 Regulated and registered platform with strong partnerships and industry leading 3rd party gaming content 03 Cornerstone investment by Playtech PLC 04 Experienced management team with local knowle
Slide 5: Competitive Payback Ratio
COMPETITIVE PAYBACK RATIO Attractive payback ratio on 190% lower 340% lower acquired players 10.6 Months 7.0 Months 2.4 Months 1 2 2 Competitor #1 Competitor #2 1. NSG Since Inception CAC per player/ monthly average GGR/player 2. Competitors both publicly listed companies with a market cap >C$$250 m
Slide 6: NorthStar Gaming Management Team
NORTHSTAR GAMING MANGEMENT TEAM Michael Moskowitz Jennifer Barber Corey Goodman Dante Anderson Gil Steinfeld CEO & Director CFO EVP & GC VP Marketing Strategic Consultant • Michael has held a variety of • Jennifer has held several • Corey has held a variety of • Dante has 15 years of strategic • For
Slide 7: Board of Directors
BOARD OF DIRECTORS Michael Moskowitz Sylvia Prentice Barry Shafran, CPA Chris McGinnis, CPA, CFA Chairman Director Lead Director, Audit Chair Director • Brings 25+ years in the electronics industry • Sylvia is currently the President of • Barry was the founder and CEO of • Chris is currently the CFO
Slide 8: Background & Market Opportunity
BACKGROUND & MARKET OPPORTUNITY Overview Ontario is a Sports Fueled Province… • iGaming Ontario (“iGO”) launched Ontario’s new online gaming market on April 4th, 2022, allowing online casino and sports betting companies to operate in Ontario − This followed the Government of Canada passing Bill C-21
Slide 9: Canada Is a Potential C$8.5B Market
CANADA IS A POTENTIAL C$8.5B MARKET Projected Canada and Ontario Online Sports Betting and iGaming* Market Size (2026E)** (C$ billions) C$8.5B C$3.3B Total Market Total Market 5.7 2.2 2.8 1.1 Online Sports Betting iGaming Online Sports Betting iGaming Canada Ontario Note: Canada estimates based on e
Slide 10: Slapshot Acquisition
SLAPSHOT ACQUISITION Provides a Clear Catalyst for Growth • Total addressable Canadian market, excluding Ontario estimated at ~ C$5.2B1 at maturity ROC 13% • Head start on future provincial regulation. Build database and brand in advance of regulation • Operational benefits of expansion: 39% ON ▪ Hi
Slide 11: NorthStar Licensing
NORTHSTAR LICENSING ENTITY LICENSED BY AVAILABILITY Canadian entity with a Canadian Customers located in Ontario physical presence The Alcohol and Gaming Commission of Ontario ENTITY LICENSED BY AVAILABILITY Managed services provider to Customers located in Canada spreads.ca*, iGaming site owned exc
Slide 12: NorthStar Gaming Engine
NORTHSTAR GAMING ENGINE PROPRIETARY TECHNOLOGY STACK, COMBINES JOINT VENTURES WITH LEADING GLOBAL PLAYERS IN PLAYTECH AND KAMBI The NorthStar MOBILE DESKTOP you see iGAMING & MANAGED SERVICE PLATFORM SPORTSBETTING PLATFORM The BETTING LINES / GAMING CONTENT NorthStar you don’t see DIGITAL MARKETING
Slide 13: Playtech's Strategic Investment
PLAYTECH’S STRATEGIC INVESTMENT Strategic Partnership Investment Details ⚫ In December 2022, Playtech completed a strategic investment in Investment NorthStar pursuant to which Playtech invested C$12.25 million ⚫ C$12.25 million by way of a convertible debenture Size ⚫ In connection with the investm
Slide 14: Torstar Partnership Provides an Unparalleled Advantage
TORSTAR PARTNERSHIP PROVIDES AN UNPARALLELED ADVANTAGE Torstar Advantage Torstar Partnership Highlights • NorthStar Gaming entered a strategic and exclusive advertising partnership with Torstar’s 150+ newspapers, 150+ unique omni-channel media assets digital sites, and other media investments • Tors
Slide 15: NorthStar Customer Journey
NORTHSTAR CUSTOMER JOURNEY Search Optimized Content appearing in Torstar properties curated by NorthStar Bets to drive traffic to NorthStar MASS MEDIA SEO/PPC TORSTAR CUSTOMER CONTENT CONTAINER 15
Slide 16: Who We Are – NorthStar Gaming Editorial Team
WHO WE ARE – NORTHSTAR GAMING EDITORIAL TEAM Mike Cormack Chris Toman Chris Johnston Staff Writers: Head of Content Managing Editor Sr. NHL Insider Jordan Horrobin • Mike has two decades of • Chris has a wealth of • Chris is one of hockey’s top Stephen Psihiogos experience in Canadian experience cre
Slide 17: NorthStar Product – Sportsbook & Casino
17 2023-08-24 NORTHSTAR PRODUCT – SPORTSBOOK & CASINO NORTHSTAR CONTINUES TO EXPAND PRODUCT OFFERING 37 Sports Markets Online Casino of the Year Finalist1 Hockey Leadership Betting Options Moneyline. ATS. O/U Standard Betting Single Bet. Parlay. System Affiliate Betting Options Agreement Games. Even
Slide 18: Marketing Strategy
M ARKETI NG STRATEG Y BRAND BUILDING, RELEVANCE, LOCALITY B R AN D BUILDING C O N T E X T U A L LY R E L E VAN T L O C AL I T Y Developing a premium brand Tapping opportunities in near real- Proudly reinforcing our ‘made- image to appeal to a high end time to drive relevance with Sports in-Canada’ r
Slide 19: Capitalization
CAPITALIZATION NorthStar Gaming Capitalization-Treasury Method TSXV:BET Share Price $0.15 Basic Shares Outstanding 163,099,867 1 Acquired Shell Warrants - 2 Broker Warrants - 3 Employee Options Tranche # 1 - 4 Employee Options Tranche # 2 - 5 Playtech Convertible Debenture Warrants - 6 Series B Pref
Slide 20: Key Milestones
KEY MILESTONES COMPLETE COMPLETE COMPLETE May 2022 Q3/Q4 2022 December 2022 FY 2023 Ontario Launch Continuously Scale Revenue Final Phase Strategic IPO and Business Expansion Investment On May 4, 2022, NorthStar officially Post launch, the Company has scaled NorthStar successfully listed on the TSX-
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