Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (November 2019)
23 slides from Enthusiast Gaming's investor presentation, November 2019
Slide 1: The Largest Gaming Network in the U.S. Investor Presentation
The Largest Gaming Network in the U.S. Investor Presentation November 201 9 TSXV: EGLX FSE: 2AV SOURCE: Comscore September 2019
Slide 2: Disclaimer
Disclaimer 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
Slide 3: Mission
MISSION We are building the world’s largest network of communities for gamers and esports fans Page 3
Slide 4: EGLX Toronto 2019
EGLX TORONTO 2019 Page 4
Slide 5: Investment Highlights
INVESTMENT HIGHLIGHTS The largest gaming network in the U.S.* 01 with global reach of over 200M people per month *Comscore September 2019 02 Only publicly traded, pure play esports and gaming company 03 Significant discount to media peers 04 Robust monetization strategy with significant revenue / user
Slide 6: Worldwide Revenue Comparison
WORLDWIDE REVENUE COMPARISON Gaming revenue has been larger than film revenue for years and is growing faster FILM BOX OFFICE $39B $41B (+5%) IN 2015 IN 2018 GAMING $92B $138B (+50%) IN 2015 IN 2018 SOURCE: Newzoo forecast for gaming revenue. Statisa forecast for global film box office revenue. Page 6
Slide 7: Enthusiast Reaches Gamers
ENTHUSIAST REACHES GAMERS More entry points into the gaming world than any other company GLOBAL DEMOGRAPHIC 7.7B +4.5B 2019 GLOBAL POPULATION 2019 GLOBAL INTERNET CONNECT MAINSTREAM AUDIENCE +2.5B GAMERS GLOBALLY ENTHUSIAST OPPORTUNITY $150B $1.1B +450M GLOBAL ESPORTS 2019 GAMING MARKET 2019 ESPORTS
Slide 8: Company Overview
COMPANY OVERVIEW 200M $22M $55M MONTHLY NETWORK PRO FORMA 2018 CASH RAISED REACH REVENUE MEDIA + ESPORTS + EVENTS ● Authentic, engaged audience - ● International gaming and organic, not paid for ● Luminosity Gaming, has +50 esports event business gaming influencers & content ● +150M organic monthly v
Slide 9: Platform of Assets
PLATFORM OF ASSETS +100 900 7 +50 ~30 TOTAL GAMING SITES PROFESSIONAL INFLUENCERS & YOUTUBE CHANNELS LIVE EVENTS GLOBALLY ESPORTS TEAMS CONTENT CREATORS REACH OF 200M GAMERS MONTHLY Page 9
Slide 10: Enthusiast Audience Purchase Behavior
ENTHUSIAST AUDIENCE PURCHASE BEHAVIOR GENDER 73% 27% 43% MALE FEMALE OF MALES 18-34 VISIT ENTHUSIAST GAMING SITES EACH MONTH AGE 40% 30% ARE MILLENNIALS ARE GEN Z Source: Comscore Media Metrix Multi-Platform, Desktop 2+, Mobile 13+, US, [P] Source: Comscore Custom Reporting, (E) Enthusiast Gaming Ne
Slide 11: Enthusiast Audience Purchase Behavior
ENTHUSIAST AUDIENCE PURCHASE BEHAVIOR CORD-CUTTERS 94% 92% STREAM MUSIC ONLINE STREAM VIDEO ONLINE 85% ARE SOUGHT OUT BY PEOPLE IN THEIR SOCIAL CIRCLES FOR RECOMMENDATIONS ON TECH, ENTERTAINMENT, AND FOOD/RESTAURANTS PURCHASE BEHAVIOR 81% 66% ARE IN THE MARKET ARE IN THE MARKET FOR A NEW VEHICLE IN
Slide 12: B2B Events
B2B EVENTS THE UK’S LARGEST B2B GAMES EVENT & THE BIGGEST DEDICATED MOBILE GAMES EVENT IN EUROPE CORPORATE PARTICIPANTS: 2,500+ $1M IN EXPECTED INDUSTRY EARNINGS FOR DELEGATES 2019 EVENT Page 12
Slide 13: Board of Directors & Management
BOARD OF DIRECTORS & MANAGEMENT Adrian Montgomery CEO & Director Menashe Kestenbaum Steve Maida Francesco Aquilini President & Director President Esports & Director Chairman Former President of Aquilini Entertainment Served as Founder of Luminosity Gaming, MD, Aquilini Investment Group. Founder of E
Slide 14: Growth Opportunities
GROWTH OPPORTUNITIES 01 INCREASE REVENUE PER USER Goal: Revenue per User of $0.40 06 02 BUILD OUT DIRECT SALES TEAM MERGERS + ACQUISITIONS Drive revenue / user with direct Accretive acquisition strategy to scale and relationships with brands and agencies. grow. Increase revenue and profitability 10x-
Slide 15: Shareholders & Brand Ambassadors
SHAREHOLDERS & BRAND AMBASSADORS Play in livestreams, appear at live activations and work with Enthusiast to partner with some of the largest brands in the world TORY RICHARD LANEZ SHERMAN 9.3MM 5.9MM SOCIAL FOLLOWERS SOCIAL FOLLOWERS ABOUT: ABOUT: Richard Sherman is an American Tory Lanez is a Cana
Slide 16: Revenue Synergies
REVENUE SYNERGIES Drive Monetization by Leveraging Media Network Reach, Influence of Luminosity Esports Organization, and Hype of Events Business MEDIA + ESPORTS + EVENTS Cross selling of sponsors across fully integrated advertising pillars Enthusiast’s Media Network promotes our Luminosity Esports O
Slide 17: Revenue / User Growth
REVENUE / USER GROWTH SUBSCRIPTION GROWTH DIRECT ADVERTISING GROWTH POTENTIAL Drive revenue / user with adopting subscription model across the Drive revenue / user through direct sales to brands and agencies. network. The Sims Resource: 40% of revenue from registered users, Provide unique, custom ad
Slide 18: Per User Value Comparison
PER USER VALUE COMPARISON Enthusiast is Significantly Undervalued Compared to Other Media Platforms REDDIT $3B 330M .30 $9.09 $100M REVENUE 330M USERS Approx Valuation Users Revenue Per User Value Per User TWITCH 100M USERS $1B* 100M -4 $10 $14M REVENUE Approx Valuation Users Bottom Line Revenue Valu
Slide 19: Capital Structure
CAPITAL STRUCTURE TSX.V: EGLX CAP TABLE FSE: 2AV Shares 72,058,124 Current Share Price: $2.18 Warrants 7,478,877 Market Cap: ~$190M (fully diluted) Options 3,744,145 Convertible Debenture 3,145,219 Insider Holdings: ~27% Fully Diluted 86,426,365 As at Oct. 25, 2019 All $ Figures in CAD Page 19
Slide 20: Appendix
1=) EnthusiastGaming Appendix
Slide 21: Luminosity Esports Organization
LUMINOSITY ESPORTS ORGANIZATION 60M #1 7 +50 ESPORTS FANS CANADA’S LARGEST PROFESSIONAL ESPORTS INFLUENCERS & ESPORTS ORGANIZATION TEAMS CONTENT CREATORS ONLY ESPORTS ORGANIZATION WITH PRO TEAMS IN 2 COUNTRIES RELATIONSHIP WITH NHL’S VANCOUVER CANUCKS & ROGERS ARENA
Slide 22: Enthusiast Live Events
ENTHUSIAST LIVE EVENTS 55K 177% +100 ATTENDEES IN 2018 GROWTH IN SALES 2017-2018 SPONSORS AT EGLX 2018 LARGEST GAMING EXPO IN CANADA PREMIER GAMING AND ENTERTAINMENT SPONSORS
Slide 23: Thank You!
THANK YOU! JULIA BECKER HEAD OF INVESTOR RELATIONS jbecker@enthusiastgaming.com TSXV: EGLX FSE: 2AV
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