Excite Technology Services Limited · ASX:EXT
Excite Technology Services — Cipherpoint — Investor Presentation (December 2021)
5 slides from Excite Technology Services's investor presentation, Dec 7, 2021
Slide 1: Shareholder Webinar
personal use only Shareholder Webinar 11am Tuesday 7 December 2021
Slide 2: Cipherpoint – 'the future of cyber'
Cipherpoint – ‘the future of cyber’ personal use only Our simple focus: ASX: CPT Market Cap ~$11.0M ❑ Managed services Q2 Revenue ~$1m (Sept 4C) Q2 Cash (30/9) $3.9m (Sept 4C) ❑ Recurring revenues Revenue multiple <3x revenues (post VITCS) Listed Peers (AR9) 17.5x; (TNT) 3.5x Av 13.4x revenues (SOV)
Slide 3: Cyber security is a high growth market
Cyber security is a high growth market personal use only Cyber security spend 2017-2024 Australian Landscape Emerging 8-9% CAGR¹ CPT CyberCX ²Incumbents – TNT Telstra, NTT, Cyber security mega trends Optus, Data#3, • Automation DXC, EY, Deloitte Accenture, IBM • Operational Resilience • Cost efficie
Slide 4: Cipherpoint – The year ahead
Cipherpoint – The year ahead Growth platform in place – winning and retaining business personal use only FY22 Brace168 Record Q2 and acquired strong pipeline VITCS acquired New enterprise client wins $10bn State Major $1bn property HEALTH Trading online Upgraded SOC company SERVICE Bank retailer LEA
Slide 5: Why invest in Cipherpoint?
Why invest in Cipherpoint (ASX:CPT)? ‘..the future of cyber’ personal use only Cyber market Scalable Expert team macro platform Great people Attractive Core ► recurring enterprise Discount to revenues clients listed peers
Cipherpoint — Investor Presentation (December 2021) on 6ix