Frontier Digital Ventures Ltd. · ASX:FDV
Frontier Digital Ventures — Investor Presentation (September 2017)
25 slides from Frontier Digital Ventures's investor presentation, Sep 18, 2017
Slide 1: Year in Review Presentation
ASX Code: FDV For personal use only 18 September 2017 YEAR IN REVIEW PRESENTATION Frontier Digital Ventures Limited (“Frontier”, ASX: FDV) is pleased to release a new investor presentation which highlights the significant operational progress made since its IPO on 26 August 2016. The CEO and Founder
Slide 2: Online Classifieds in Frontier Markets
For personal use only ONLINE CLASSIFIEDS IN FRONTIER MARKETS YEAR IN REVIEW PRESENTATION | SEPTEMBER 2017 FRONTIER DIGITAL VENTURES
Slide 3: Strong Operational and Financial Growth Since IPO
STRONG OPERATIONAL AND FINANCIAL GROWTH SINCE IPO For personal use only Over the 12 months since its IPO, Frontier has executed on its plan to become one of the leading emerging online classifieds businesses globally +84% Increase in portfolio revenues (1H 2017 on 1H 2016) +44% Total shareholder ret
Slide 4: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only Frontier is focused on developing online classifieds businesses in underdeveloped, emerging countries or regions Share price performance Top shareholders 80 Catcha Group (Patrick Grove and Luke Elliott) 40.8% 75 Shaun Di Gregorio (CEO & Founder) 17.1% 70 Fide
Slide 5: Current Portfolio
CURRENT PORTFOLIO For personal use only Frontier has established a leading portfolio of 18 online classifieds investments across 22 frontier markets Current Operating company Type shareholding Currently Zameen 30% Property Encuentra24 42% General – Investments at this stage are monetizing focused on
Slide 6: Significant Portfolio Activity in the Last Months
SIGNIFICANT PORTFOLIO ACTIVITY IN THE LAST 12 MONTHS For personal use only Frontier has added 3 new businesses to its portfolio over the 12 months since IPO – as well as increasing ownership in 6 of its most successful investments Ownership changes: Pakwheels +1.7% iMyanmarHouse +3.4% Encuentra24 +7
Slide 7: Highly Strategic Investments Completed
3 HIGHLY STRATEGIC INVESTMENTS COMPLETED For personal use only Leading property portal across three Strategic expansion into the very large Frontier’s first investment into a fully highly targeted South American markets Philippines market transaction focused classifieds business – Location: Uruguay,
Slide 8: Targeted Investment Within Existing Portfolio
TARGETED INVESTMENT WITHIN EXISTING PORTFOLIO For personal use only Frontier exercised 7 options to increase ownership within its existing portfolio on the back of strong operational and financial performances Company Amount Ownership increase Rationale Clear market leader, effectively monetising th
Slide 9: Executing on Goal to Bring Businesses to Monetisation
EXECUTING ON GOAL TO BRING 10 BUSINESSES TO MONETISATION For personal use only Build group of 10 Establish >A$100m Establish Portfolio Monetise businesses at the market value for portfolio optimisation equity monetisation stage each investment Complete Near complete Underway Underway Raise capital a
Slide 10: Premier Emerging ASX Online Classifieds Business
PREMIER EMERGING ASX ONLINE CLASSIFIEDS BUSINESS For personal use only Frontier has consistently delivered quarterly revenue growth and has the highest revenue growth rate compared to ASX peers Share price performance Market cap Cash balance Revenue growth (12 months since IPO on 26 August 2016) (A$
Slide 11: Why Focus on Getting Closer to the Transaction?
WHY FOCUS ON GETTING CLOSER TO THE TRANSACTION? For personal use only Traditional online classified advertising revenue models are being disrupted in frontier and emerging markets – getting closer to the transaction is the opportunity Emerging markets now being disrupted Frontier markets are leading
Slide 12: Ancillary Revenues Getting Closer to the Transaction
ANCILLIARY REVENUES GETTING CLOSER TO THE TRANSACTION For personal use only The journey towards the transaction is already proving to be fertile as several of Frontier’s businesses are unlocking ancillary revenue opportunities in frontier markets Property sales commissions through exclusive developm
Slide 13: Consistent, Unbroken Revenue Growth Since Listing
CONSISTENT, UNBROKEN REVENUE GROWTH SINCE LISTING For personal use only Frontier has delivered strong and consistent revenue growth, with a portfolio bias towards property and Asia-based businesses Revenue (A$m, 100% basis pro-forma unaudited) 2Q 2017 revenue split by business type 5.7 Listed August
Slide 14: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only Frontier provides investors with a diversified portfolio of high growth online classifieds businesses in some of the fastest growing emerging markets – Frontier is the leading global operator of online classifieds businesses in frontier markets – Frontier’
Slide 15: Upcoming Catalysts
UPCOMING CATALYSTS For personal use only Frontier has a number of potential share price catalysts as it continues to focus on building the equity value of its portfolio ROLL-UP – Opportunity for Frontier to acquire and consolidate TRANSACTIONS market share in key markets using a roll-up strategy Cur
Slide 16: Appendix: Operational Updates
For personal use only [x] APPENDIX OPERATIONAL UPDATES FRONTIER DIGITAL VENTURES 15
Slide 17: Strong Operational Growth Over the Last Months
STRONG OPERATIONAL GROWTH OVER THE LAST 12 MONTHS For personal use only Strong growth in key operating metrics across the portfolio with a clear focus on important monetisation metrics (advertisers and leads) Advertisers (#) Total quarterly leads (m) 156,861 157,126 +110% 10.1 10.1 118,992 127,927 8
Slide 18: Zameen: Trading Update
ZAMEEN: TRADING UPDATE For personal use only The #1 property portal in Pakistan and Frontier’s most advanced investment having successfully progress through the monetisation stage over the last 12 months Business update – Zameen is the #1 property portal in Pakistan and was Frontier’s first investme
Slide 19: Encuentra24: Trading Update
ENCUENTRA24: TRADING UPDATE For personal use only Encuentra24.com is the leading general classifieds portal in the key Central American markets of Panama, Costa Rica, Nicaragua and Honduras Business update – Encuentra24.com successfully expanded their leadership position in each of their core market
Slide 20: Pakwheels: Trading Update
PAKWHEELS: TRADING UPDATE For personal use only The leading autoclassifieds portal in Pakistan and one of the best examples of the successful roll-out of transaction revenue streams across Frontier’s portfolio Business update – The #1 online autoclassifieds portal in Pakistan • Frontier has an equit
Slide 21: CarsDB: Trading Update
CARSDB: TRADING UPDATE For personal use only CarsDB continued its strong operational and financial performance over the last 12 months and has benefitted from evolving government policy in Myanmar Business update – CarsDB is the #1 online autoclassifieds portal in Myanmar • Frontier currently has 76
Slide 22: LankaPropertyWeb: Trading Update
LANKAPROPERTYWEB: TRADING UPDATE For personal use only Strong growth in listings over the last 2 years has seen LankaPropertyWeb overtake its competitors as the leading online real estate portal in Sri Lanka Business update – LankaPropertyWeb is #1 online real estate portal in Sri Lanka • Frontier h
Slide 23: iMyanmarHouse: Trading Update
IMYANMARHOUSE: TRADING UPDATE For personal use only Successful roll-out of the iMyanmarHouse app and usage with real estate agencies is driving strong operational and financial performance over the last 2 years Business update – The #1 property portal in Myanmar with a clear market leadership positi
Slide 24: Disclaimer
DISCLAIMER For personal use only The material contained in this presentation is non-specific and is a summary of the background to the Company’s activities. As this information is in a summary form it is not intended to be complete. Independent advice should be sought by investors or potential inves
Slide 25: Contact Details
For personal use only CONTACT DETAILS Principal Office 39-8 The Boulevard Mid Valley City, Lingkaran Syed Putra Kuala Lumpur, Malaysia Telephone: +60 3 2201 0790 FRONTIER DIGITAL VENTURES
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