Smarter Web Company Plc · LSE:SWC
Smarter Web — The Smarter Web Company — Investor Presentation (August 2026)
28 slides from Smarter Web's investor presentation, August 2026
Slide 1: Digital. Capital. Designed.
Digital. Capital. Designed. August 2026
Slide 2: Important Information: General
Important Information: General This document has been prepared and issued by The Smarter Web Company PLC (the “Issuer”) . The Issuer is a public limited company incorporated in England and Wales with registered number 00092343 and its registered office is 160 Aztec West, Almondsbury, Bristol, BS 32
Slide 3: Important Information: Bitcoin Treasury
Important Information: Bitcoin Treasury The Smarter Web Company Plc (the Company) holds treasury reserves and surplus cash in Bitcoin . Bitcoin is a type of cryptocurrency or cryptoasset . Whilst the Board of Directors of the Company considers holding Bitcoin to be in the best interests of the Compa
Slide 4: Contents
1 Intro to The Smarter Web Company 2 Web business A Organic growth B Acquisitions Contents 3 Bitcoin treasury A Global story with UK leader B mNAV mechanics & tools C Performance metrics
Slide 5: Introduction to The Smarter Web Company
1 Introduction to The Smarter Web Company A disciplined & profitable Bitcoin treasury company Bitcoin held 2712 • A UK - based web design agency, founded in 2009 by Andrew Webley, specialising in creating bespoke, mobile - friendly websites for small and medium - sized businesses • In 2025, the comp
Slide 6: Key highlights
1 Key highlights UK’s #1 Performer 2,712 Bitcoin ~£225 million Ranked #1 in UK for share price performance in Accumulated since IPO in April 2025 Raised to purchase Bitcoin in 2025 2025 (among public equities >£50m) +1,200% Share Price #1 in UK ~£1.1 billion Largest public company Bitcoin treasury i
Slide 7: Performance comparison
1 Performance comparison 2025 asset performance 2026 asset performance - YTD 1200% 10 % 10 % 22% Smarter Web Bitcoin FTSE FTSE 100 250 9% - 11% Bitcoin Smarter Web FTSE FTSE Co. 100 250 - 26 % - 6% Note: As of 07 August 2026 7 Please see the important information slide in this presentation.
Slide 8: About The Smarter Web Company: The 10-Year Plan
2 About The Smarter Web Company: The 10 - Year Plan Company Focused on growth with an ambition to be one of the largest public companies in the UK; ambition growth will be managed with a focus on creating shareholder value Organic growth Acquisition Bitcoin treasury A B C A opportunities strategy st
Slide 9: Organic Growth: Scalable Web Business
A Organic Growth: Scalable Web Business Strong core business with growth potential Smarter Web product suite • Established business: ○ 250+ website clients Bespoke ○ ~30% recurring revenue Readymade web design Logo design web design ○ 94% gross margins in 2024 (Lite, Pro) ○ Highly scalable product o
Slide 10: Long-Term Future Acquisition Strategy
B Long - Term Future Acquisition Strategy Consideration Smarter Web acquisition strategy Target characteristics The acquisition strategy is focused on targeting operating cash flows with a 3 to 4 years payback Strategic fit Identify strategically attractive acquisitions to grow core business and del
Slide 11: Acquisition Strategy: Utilising The Balance Sheet
B Acquisition Strategy: Utilising The Balance Sheet Market cap Operating profits Acquisition payback timeline (illustrative) £M 13.8 Illustrative £M Illustrative £M Payback in Y4 Assumes acquisition cost 3.5x 8 operating profits 2.3 2.34 500 8 508 2.3 Y0 Y1 Y2 Y3 Y4 Y5 Y6 Total Acquisition cost Oper
Slide 12: Smarter Web is a Bitcoin treasury company
3 Smarter Web is a Bitcoin treasury company Bitcoin is our preferred treasury asset Bitcoin per share is our KPI Gross Sats Per Fully Diluted Share • We believe Bitcoin to be the most robust monetary asset • Bitcoin is unique as a store - of- value asset with an immutably finite supply (there will o
Slide 13: Bitcoin treasury: global precedence of success
A Bitcoin treasury: global precedence of success Bitcoin treasury strategy history & maths • Proven treasury strategy: ○ In 2020 Strategy, formerly known as MicroStrategy, adopted Bitcoin as its primary treasury asset in the US ○ Since then, other companies have followed including Metaplanet (Japan)
Slide 14: Opportunity for early-stage exposure to demonstrated thesis
A Opportunity for early - stage exposure to demonstrated thesis Maturity stage of leading Bitcoin treasuries Scale • Less potential upside for Bitcoin per share with Strategy (US leader, hold Strategy (USA) ~842k BTC) and Metaplanet (Japan leader, hold ~43k BTC) ~5.5 years since start • Smarter Web
Slide 15: UK leadership allows differentiation
A UK leadership allows differentiation SWC treasury 4.2x larger vs size of #2 Strategic Scale Market Position ● 2.7x BTC vs. top 2 - 4 combined ● Strong UK liquidity 2,712 BTC ● ATM facility: accretive issuance ● International access (US / EU) at mNAV premium ● Third largest global retail “There cou
Slide 16: How does a Bitcoin treasury co. compare to Bitcoin?
A How does a Bitcoin treasury co. compare to Bitcoin? Bitcoin treasury Cold - storage Bitcoin Bitcoin ETF Bitcoin miners company More than 100% (with Bitcoin exposure 100% ~100% Moderate, varies leverage) Bitcoin correlation 100% ~100% Low Low High, varies Volatility 37% ~37% Moderate, varies (SWC:
Slide 17: Bitcoin & treasury company sentiment cycles
B Bitcoin & treasury company sentiment cycles Bitcoin market sentiment may cycle Bitcoin treasury co sentiment may follow Illustrative Illustrative mNAV Greed Denial premium (BTCTC sentiment) Bitcoin per Disbelief Fear share Time Note: Illustrative diagrams are intended to show a reasonable and simp
Slide 18: mNAV driven by cyclical market sentiment
B mNAV driven by cyclical market sentiment Illustrative examples Bearish Neutral Bullish £M £M £M Anticipated 1.7x lifetime Operating co. mNAV BTC Yield value Sub - 1x BTCTC mNAV admin Anticipated drag lifetime Operating co. BTC Yield value Market cap Anticipated lifetime BTCTC BTC Yield Operating c
Slide 19: Smarter Web capital market toolkit for mNAV scenarios
B Smarter Web capital market toolkit for mNAV scenarios 1x mNAV Sub - 1x mNAV Above 1x mNAV Discount to NAV Trading at NAV Premium to NAV Share buybacks Equity + warrants Equity placings (ABBs) Smarter Convert Smarter Convert Equity at - the - market (ATM) (with high conversion premium) (with high c
Slide 20: Performance to date
C Performance to date Gross Sats Per Fully Diluted Share NAV (£) Bitcoin held 747 Sats* 2712 20 * Sats (also known as Satoshis ) are the base unit in the Bitcoin monetary system. There are 100m sats per 1 whole Bitcoin. Please see the important information slide in this presentation.
Slide 21: 10-year goal to be one of the largest companies in UK
C 10 - year goal to be one of the largest companies in UK Requisite market cap for inclusion Pathway to success over 10 years Activities & goals £B ~75 Year 1 Aquis → LSE main market listing Aggressively scale BTC treasury, increasing Bitcoin per share Establish diverse investor base: UK & global, r
Slide 22: Appendix
@e@@ _ite eee smarter eee web company Appendix
Slide 23: Bitcoin credibility & operating excellence
Bitcoin credibility & operating excellence Prominent public - facing executives Andrew Webley Jesse Myers CEO Head of Bitcoin Strategy • Founded The Smarter Web Company in 2009 • Established Bitcoin analyst and author, created Bitcoin valuation model adopted by Michael Saylor • Previously Head of On
Slide 24: Bitcoin is the best performing asset in the world
Bitcoin is the best performing asset in the world 2011 - 25 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 CAGR Bitcoin (BTC) 1473% 186% 5507% - 58% 35% 125% 1331% - 73% 95% 301% 66% - 66% 156% 121% - 6% 131% US Nasdaq 100 3% 18% 37% 19% 10% 7% 33% 0% 39% 49% 27% - 33% 55
Slide 25: BTC increases risk-adjusted portfolio performance
BTC increases risk - adjusted portfolio performance 0% Bitcoin 1% Bitcoin 3% Bitcoin 5% Bitcoin 60% stocks 59.5% stocks 58.5% stocks 57.5% stocks Rest of portfolio 40% bonds 39.5% bonds 38.5% bonds 37.5% bonds Annualized returns 9.8% 9.7% 11.5% 13.3% Annualized volatility 12.3% ~37% 13.3% 14.1% Shar
Slide 26: Bitcoin is still just 0.2% of global asset value
Bitcoin is still just 0.2% of global asset value Bitcoin: £1.5 T Total global asset value: ~£760T Art, cars, & Gold: Equities: collectibles: £17T £102T £20T Real estate: Bonds: Money: £286T £239T £97T Source: Jesse Myers, onceinaspecies.com - data as of Q2 2025 26 Please see the important informatio
Slide 27: UK capital market commands ~6% of assets
UK capital market commands ~6% of assets Bitcoin: £0.08 T Total UK asset value: ~£46T Gold: Art, cars, & collectibles: Equities: £0.4T £0.8T £8.9T Real estate: Bonds: Money: £12.6T £13T £10.2T Source: Smarter Web Company analysis and estimates 27 Please see the important information slide in this pr
Slide 28: What justifies mNAV premium?
What justifies mNAV premium? Valuation components of treasury co. Anticipated BTC Yield creates mNAV premium Illustrative example • A Bitcoin treasury company is constantly looking for opportunities to £M increase its Bitcoin holdings per share Anticipated • A treasury co. can generate BTC Yield thr
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