Slide 1: Investor Presentation March 2022
For personal use only Investor Presentation March 2022 ASX: YOJ Visibility Accountability Control YOJEE SaaS LOGISTICS – See The World Flow www.yojee.com 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Yojee Limited (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any informati
Slide 3: Meet the Yojee Directors and Advisory Board
MEET THE YOJEE DIRECTORS 3 AND ADVISORY BOARD For personal use only Board of Directors Chairman Non-Executive Director Non-Executive Director Company Secretary David Morton Ray Lee Gary Flowers Sonu Cheema David is a corporate banker with a career Ray is a port management executive with over forty G
Slide 4: Meet the Yojee Leadership Team
MEET THE YOJEE LEADERSHIP TEAM 4 For personal use only Ciarán is an FCCA qualified CFO Mark has over 25 years of Ed has led Sales and Marketing and with 15 year's experience mainly in experience in Technology and raised funding from Asia and investment banking and Logistics globally, with a strong Si
Slide 5: Corporate Highlights
CORPORATE HIGHLIGHTS 5 Yojee Logistics Platform fully functional and currently supporting significant demand for implementation of digitised logistics hubs For personal use only Ed Clarke 4 Global Enterprise Clients Contracted Co-founder & MD and Generating Revenue in SE Asia (Global top 10 freight f
Slide 6: North America - A connected market
NORTH AMERICA - A connected market 6 For personal use only Tracks 3rd Party Visibility Systems Forwarders & 3PLS Connectable Partners - Large Enterprise - Medium and Forwarding and 3PL Software Tech Enabled Ratings Manages only Systems Brands SMEs Executes Investor Presentation : March 2022
Slide 7: Asia - Lacks connected partner ecosystem
ASIA - Lacks connected partner ecosystem 7 For personal use only Tracks 3rd Party Visibility Systems Connectable Partners - Large - Medium and Tech Enabled Enterprise Forwarding and 3PL Software Manages EG Cargowise, Own system, SAP, Oracle SMEs - Not Visible Forwarders & 3PLS Executes Investor Pres
Slide 8: Yojee - Closes the gap
YOJEE - Closes the gap 8 For personal use only 3rd Party Tracks Visibility And Aggregation Systems Connectable Partners - Large - Medium and Tech Enabled Auspost, Ninjavan Enterprise Forwarding and 3PL Software Manages EG Cargowise, Own system, SAP, Oracle SMEs Visible Non Digital 3PLS Executes Inve
Slide 9: Yojee - Uniquely positioned for asset light networks
YOJEE - Uniquely positioned for asset light networks 9 For personal use only Tracks 3rd Party Visibility Vestibulum Systems congue Community Yojee Environment USP ● Partner ● Co2 Insights Manages visibility ● Carrier carbon Procurement Enterprise Tech Forward ● accountability power Forwarding and TM
Slide 10: Yojee's Growing Network Effect
YOJEE’S GROWING NETWORK EFFECT 10 For personal use only Enterprise Client Country Hub Subcontractor Network Investor Presentation : March 2022
Slide 11: Optimising for a Better Planet
OPTIMISING FOR A BETTER PLANET 11 CO2 STOP GROW For personal use only 89% Increase in delivery Child Labor Green strategies improve efficiency & 30% reduction Supporting control of top line and align with cost in distance travelled responsible supply chains savings Yojee exists to see the world flow.
Slide 12: Great Scale
GREAT SCALE 12 Achieved2 Addressable - medium term For personal use only 6,500,000+ 3 year operational pathway Existing Customer TAM1 (based on existing 3 global Enterprise Clients) $100bn Freight movement transactions processed by 19 Countries in APAC and EU Existing Industry TAM Yojee Platform. 12
Slide 13: Unique Support for End to End Logistics
13 UNIQUE SUPPORT FOR END TO END LOGISTICS For personal use only FI RS World’s largest global supply chain leaders TM ILE Yojee is working with several of the world’s largest global supply chain leaders with over $100 Billion in combined annual revenue. Seamless integration CARTON TRANSPORT/ PALLET
Slide 14: We Solve End to End
WE SOLVE END TO END For personal use only 14 Cost Per Movement The further a parcel travels and legs required, the higher cost per kilogram. However due to this, last mile is the most profitable segment if well planned. PROFIT Yojee optimises across many legs and multiple variables, resulting in lowe
Slide 15: Future in Numbers - Yojee Platform Rollout
FUTURE IN NUMBERS Yojee Platform rollout 15 1. Expanding beyond current countries within existing 3 global Enterprise Clients’ global footprints For personal use only 2. Signing agreements with additional Enterprise Clients (global freight forwarders and domestic leaders) 4 126 $300K p.a. TARGET HUB
Slide 16: The Yojee Network Growth Model
THE YOJEE Network Growth Model 16 NETWORK EFFECT ● ● Land and expand Seamless ecosystem For personal use only ● Lower cost structure ● Operational Savings ● Procurement savings ● Group level visibility and efficiency gains Investor Presentation : March 2022
Slide 17: Meet Yojee
17 MEET YOJEE For personal use only Yojee exists to facilitate the flow of freight movements into a single ecosystem, making the complex process of managing land transport simple and accessible to all players The and reduce carbon emissions for a greener Platform planet. Powered by AI and Machine Lea
Slide 18: The Yojee Platform
18 THE YOJEE PLATFORM vs Traditional Broken Model Yojee Seamless SaaS Platform For personal use only ‘The Black Hole’ HUB ● Little to no visibility ● Inefficient communication ● Long cash cycle SUPPLIER HUB SUPPLIER ● Manual planning How quickly ● Labour intensive can we get a vehicle? We need one AS
Slide 19: Challenges Addressed in One Platform
CHALLENGES ADDRESSED IN 19 ONE PLATFORM For personal use only TENS OF THOUSANDS OF ROUTES EXPERTLY OPTIMISED AND ASSIGNED IN SECONDS Add Rules And Be On Time Delight your customers while executing against a large number of rules such as narrow delivery time windows. Large Operations Made Easy Solve
Slide 20: Plan & Re-route on Demand
20 PLAN & RE-ROUTE ON DEMAND For personal use only Expertly optimized route plans in seconds Control to make decisions on the fly. Timeline Drag and drop orders instantly to replan and adjust. Plan, Respond and Adapt Plan in advance or adjust on the fly. Late Orders Solved Add late orders to routes an
Slide 21: Process Orders Easily & Rapidly
PROCESS ORDERS EASILY & RAPIDLY For personal use only 21 User Friendly Interface Simple user experience, create delivery bookings in seconds. Booking Page Intuitive customer facing booking and tracking portal. Seamless API Integration Integrates with any platform including ERPs, Cargowise, Customer
Slide 22: Driver Mobile App with Powerfully Simple Route Visualisation
DRIVER MOBILE APP WITH 22 POWERFULLY SIMPLE ROUTE VISUALISATION For personal use only AND COMMUNICATION Automatic Route Planner and Visualisation Improves delivery times, reduces administration and avoid wasted mileage. Improved Communication With Drivers & Dispatchers In-app direct messaging empowe
Slide 23: Powering Asia - Yojee Platform Active
POWERING ASIA - Yojee Platform active 23 PENETRATION & Undergoing implementation Commercially Agreed, yet to commence deployment. OPPORTUNITY For personal use only JAPAN NEW ZEALAND Yojee Platform network rollout - based on existing 3 contracted global Enterprise Clients TAIWAN (3 year operational p
Slide 24: Addressable Market Verticals
ADDRESSABLE MARKET VERTICALS 24 Yojee is uniquely positioned to capture the global logistics market, which accounts for 12% of global GDP and is uniquely positioned to make complex processes simple For personal use only e-Commerce, 3PL - Forwarding Haulage Contract Logistics 4PL First Mile & Last Mi
Slide 25: Strong Defendable Position
STRONG DEFENDABLE POSITION For personal use only 25 CONNECTED NETWORK INSIGHTFUL ● GLOBAL LEADERS ACT AS ● NETWORK DATA IS ● PARTNERS AND MARQUEE MEMBERS OF CAPTURED AND STORED TO SUBCONTRACTORS CAN NETWORK PROVIDE INSIGHTS AND CONNECT IN UNDER 30 SECONDS WITH THE CLICK REPORTS ● OVER A HUNDRED OF A
Slide 26: Capital Structure
CAPITAL STRUCTURE 26 For personal use only Shares on issue1 1,128,871,537 at 31 Dec 2021 47.87% Top 20 Holders Market cap $147m at 4 March 2022 8 March 2022 52.13% Others Cash at bank $15.4m at 31 December 2021 1 Excluding unquoted options and performance rights totalling 46,678,943 Investor Present
Slide 27: Appendix
For personal use only Appendix 27
Slide 28: Strong Defendable Position
Appendix 1 28 Strong Defendable Position For personal use only Enterprise Client (global top 10 freight forwarders) Key enterprise and expansion agreements Current 4 Enterprise Client agreements and ongoing expansion agreements ● New Enterprise Client agreement: ASX announcement, 15/5/2019 ○ Scope e
Slide 29: Platform Subscription Plus Transaction Fee
Appendix 2 29 For personal use only PLATFORM SUBSCRIPTION PLUS TRANSACTION FEE SME REVENUE MODEL GUIDE $0.20 per Parcel $400-1,500+ monthly 2-3 YEARS TYPICAL CONTRACT LIFETIME $0.40 per Pallet per hub + transactions. $1.20 per Container Small & Med. Business Yojee has invested heavily in building en
Slide 30: Investors and media
For personal use only Investors and media Glen Zurcher +61 420 249 299 investor@yojee.com Investor centre: https://yojee.com/company/investors/investors-summary/ CEO podcasts: https://yojee.com/company/podcast/ BLOG: https://yojee.com/company/blog/ www.yojee.com See The World Flow 30
Slide 31: The Third Horizon - A Collaborative Ecosystem
THE THIRD HORIZON A COLLABORATIVE ECOSYSTEM For personal use only 31