Slide 1: AGM 2024 Presentation to Shareholders
AGM 2024 Presentation to Shareholders June 26, 2024
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 Institutional Shareholder Services Inc. with general info
Slide 3: Aimia's board of directors
Aimia’s board of directors Tom Finke, Executive Chair Tom Little, ICD.D Former CEO of a large global asset Accomplished executive with 40 years of manager with more than 35 years of experience leading transformational financial industry experience change James Scarlett, ICD.D Rob Feingold Seasoned e
Slide 4: Strategic Direction
Strategic Direction AIMIA
Slide 5: Aimia's strategy to unlock value
Aimia’s strategy to unlock value 1. Shift began in January to drive performance of core holdings and monetize non-core assets 2. Next phase includes launch of strategic review Investor 3. Review will identify the best options for returning capital to shareholders and may include: feedback to • Poten
Slide 6: Aimia's strategic review will center on three priorities
Aimia’s strategic review will center on three priorities Complete Optimize capital Unlock value in core monetization of non- structure holdings core assets - Assess potential for re-financing at - Explore best options to maximize - Complete sale of Capital A shares Holdco the value of Bozzetto and C
Slide 7: Aimia's core holdings
Aimia’s core holdings • Acquired 94.1% for $258M* • Acquired for $263.3M combined • Sustainable specialty chemicals producer • Synthetic rope and netting solutions • Diverse product mix and end markets • Diverse product mix and customer base • Consistent profitability and cash flow growth • Opportun
Slide 8: Aimia's non-core assets
Aimia’s non-core assets • Largest operator of bus • B2B technology company • Monetized ~$20M worth of shelter advertising panels in providing loyalty solutions shares to date China • Balance of ~20M shares and warrants outstanding • More than 72,000 panels in 24 cities • 10.85% equity stake Monetiza
Slide 9: What Aimia won't do
What Aimia won’t do 1. Invest in a new core business 2. Invest in a new non-core business 3. Invest in existing non-core assets Aimia is on a new path Unlocking value for all shareholders is the #1 priority 9
Slide 10: Near-term focus
Near-term focus • Complete strategic review and identify best options to return capital to share holders • Begin to execute priorities starting in Q3 • Execute NCIB and purchase of up to 10% of public float or 7M common shares • Continue to reduce Holdco costs • Meet guidance expectations for 2024 o
Slide 11: In closing…
In closing… 1. Thank you for your support 2. Commitment to transparency and regular updates 3. Commitment to continued engagement 4. Q2 reporting expected mid-August Upcoming milestones will serve as catalysts for value creation 11
Slide 12: Questions?
Questions? AIMIA
Slide 13: TSX: AIM www.aimia.ca joseph.racanelli@aimia.com
TSX: AIM www.aimia.ca joseph.racanelli@aimia.com