Bailador Technology Investments Ltd · ASX:BTI
Bailador Technology Investments — FY2015 Earnings Presentation
9 slides from Bailador Technology Investments's earnings presentation, Aug 20, 2015
Slide 1: Bailador Technology Investments Limited (ASX:BTI)
Bailador Technology Investments Limited (ASX:BTI)
Slide 2: Profit and loss summary
$000 Revenue 8,420 Interest income 323 Total revenue 8,743 Management fee 752 Accrued performance fee 734 Due diligence costs 222 Director’s fees 150 Other operating expenses 361 IPO costs 784 Total costs 3,003 Profit before tax 5,740 Tax 1,717 Profit after tax 4,023 2
Slide 3: Financial position: 13 Nov 2014 to 30 June 2015
13 Nov 30 June Movement 2014* 2015 $000 $000 $000 3
Slide 4: Portfolio value movement: Nov 2014 to June 2015
$m 13 Nov 2014* 30 June 2015 Movement 4
Slide 5: Investment Strategy Progress
Investment Strategy Progress Strategic Priority INVEST * Identify and invest in a portfolio of expansion stage internet-related companies with strong growth prospects GROW + Work closely with management of investee companies to grow customer numbers, revenue and operating profitability + Expansion c
Slide 6: BTI Portfolio: Market size, market position and growth rate
BT! Portfolio: Market size, Market position and Growth rate Business Industry Addressable Market Position Revenue Type Market Size Growth Rate SaaS Travel Very large Global leader in size, 45-55% ASiteminder Technology customer base and product Data Media Medium Sole provider; 10-20% Real Time toe .
Slide 7: Outlook
Outlook > Internet, mobile and related information technology continues to transform virtually all industries > The Bailador portfolio companies continue to grow rapidly into large addressable markets > Bailador continues to see a strong flow of potential investments; quality of opportunities is bet
Slide 8: Bailador Technology Investments Limited (ASX:BTI)
Bailador Technology Investments Limited (ASX:BTI) 8
Slide 9: Disclaimer
Bailador Technology Investment Ltd (Bailador) does not accept liability to any person, organisation or company for any loss or damage suffered as a result of reliance on this document. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements, an
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