Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (November 2020)
18 slides from Enthusiast Gaming's investor presentation, November 2020
Slide 1: The Largest Gaming Media Platform in North America
EnthusiastGaming The Largest Gaming Media Platform in North America Investor Presentation November 2020 TSX: EGLX OTC: ENGMF FSE: 2AV
Slide 2: Cautionary Statements
CAUTIONARY STATEMENTS This presentation is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. The information contained herein has been prepared for the purpose of providing interested parties with general information to assist the
Slide 3: hicaTV \ iy
‘ 7 , : § 3 x hicaTV \ iy GREATED By: Alliance ; “BUILD BACK We Build | Completing al time is hard. \ WAITING FOR PLAYERS 1/16 ona07 ey AUTOSTARTS IN GT %) BF o Db & perenne ENTHUSIAST GAMING HOLDINGS INC
Slide 4: Mission
Mission We are building a world of communities where video gamers connect and engage ENTHUSIAST GAMING HOLDINGS INC
Slide 5: Investment Highlights
Investment Highlights 1 Platform with global reach of over 300M avid gamers monthly 2 Building the social network for gamers capitalizing on the “social revolution” and changes in how Gen Z and Millennials consume content . 3 ~$110 million proforma revenue (2019). Robust monetization strategy with s
Slide 6: Enthusiast Gaming: Owning the Fan Experience
Enthusiast Gaming: Owning the Fan Experience We own the fan experience from the moment the video game controller is put down: Example: Take a Call of Duty Fan After playing online with a few friends, the fans journey begins with Enthusiast Gaming. They can: 1) Read an article or join a forum on one
Slide 7: Enthusiast Gaming: Owning the Fan Experience
Enthusiast Gaming: Owning the Fan Experience WEBSITES Subscribers ites publishi —_—_ ae Data the video game spectrum YOUTUBE CHANNELS 30 Weekly Shows 24M+ Subscribers — Direct Sales EXPERIENCES TEAMS goming events olobally Luminosity Gaming 7 Professional Esports Teams INFLUENCERS —\"“goverwatch Lea
Slide 8: Our Ecosystem: Websites, Influencers, Luminosity, YouTube
Our Tube Luminosity [Websites | influencers | iti =a Com petitive 100 sites Leatingolobalesports| |"OPTwltch & YouTube| | | ia! SP 1,000 YouTube Ad van ta e WASECRACK organization and seg in Channels g 1B Views valuable content 500 Influencers & 3.28 Views We engage with fans " engine Content Creato
Slide 9: Lucrative Audience Profile
Lucrative Audience Profile f=) 1 All organic traffic, SO spent on SEO and SO Cost of Acquisition 2 70% Gen Z and Millennial cohort. Gen Z represents $7T (%1.2T in US) in global income in 2020, expected to rise to $33T in 2030 or 37% of global income COPPA compliant (Children's Online Privacy Protect
Slide 10: Foundational Pillars
Foundational Pillars (=) Reach of 300M gamers monthly and growing Sticky, recurring audience Purely organic - no SEO NN Large UGC base (user generated content), over 100k paying subscribers for premium content and content distribution deals with Snapchat, Facebook, Tik Tok, Samsung Ne 500+ influence
Slide 11: Enthusiast Audience: Super Gamers
ENTHUSIAST AUDIENCE “SUPER GAMERS” (=) Who is an Enthusiast Gamer? It’s Gen Zs and Millennials which represent 50% of the US population! Spend 15+ Hours Per Week Gaming 65% 67% 75% 80% 48% 63% 61% 43% Buy 7+ Games Per Year DO NOT WATCH Tv! Watch esports Source: Comscore Custom Reporting, (E) Enthusi
Slide 12: Pro Forma Revenue: Enthusiast, Omnia
$109M $82M $27M Enthusiast Omnia Pro Forma
Slide 13: 3-Year Growth Strategy
3-Year Growth Strategy (f=) Phase 1 300M gamers @ $0.40 aa teeiey teeta Experience ARPU: ~$0.40 ARPU = $120M pro forma + Began in 2015 and today reach 300M gamers revenue Phase 2 Monetize th Ih Advertisi ‘a Monetize trough Advertising ARPU: ~$1.00 + More Direct Selling Phase 3 Sell Content ARPU: ~$1
Slide 14: 2020-2021: Focus on Monetizing the Base
2020-2021: Focus on Phase 2 [Ej Monetizing the Base Incremental shifts in CPMs lead to outsized impact on Income Statement 1) Optimize CPMs (Value Per Advertising Impression) * At beginning of 2019, audience monetized nearly 100% programmatic - low CPMs * A10% lift in programmatic CPMs has a + ~$10M
Slide 15: Brand Partners
Brand Partners f=) (2) EnthusiastGaming + @luinosiy. We create custom, unique Gillefe SFE. onnigsan wonney Bel | advertising, experiential and sermmtemivensan music eros nen influencer campaigns for our brand partners to help them HeavCounr GLOBAL cis> ——spidertech 2 amazonsi\icios speak to and enga
Slide 16: Key Management & Directors
Key Management & Directors Francesco Aquilini Chairman MD, Aquilini Investment Group. Owner of the Vancouver Canucks & Rogers Arena Alex Macdonald CFO Former CFO of Peeks Social, a development and marketing company of mobile video and livestreaming social media products Adrian Montgomery CEO & Direc
Slide 17: Capital Structure
Capital Structure TSX: EGLX FSE: 2AV CAP TABLE OTCQB: ENGMF Shares 103,109,346 Warrants 4,301,990 Current Share Price: $3.00 . Market Cap: ~$340M (fully diluted) Options 3,451,135 Insider Holdings: ~30% Convertible Debenture 2,970,297 All S Figures in CAD Fully Diluted 113,832,768 As at September 30
Slide 18: Thank You
THANK YOU! ERIC BERNOFSKY Chief Corporate Officer Eric@enthusiastgaming.com TSX: EGLX OTC: ENGMF FSE: 2AV
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