ESE Entertainment Inc · TSXV:ESE
ESE Entertainment — Investor Presentation (September 2021)
29 slides from ESE Entertainment's investor presentation, September 2021
Slide 1: ESE Entertainment Inc. Corporate Presentation
ESE Entertainment Inc. TSXV: ESE OTCQB: ENTEF Corporate Presentation
Slide 2: Disclaimer
Disclaimer This document contains forward looking statements, including Future Oriented Financial Information The securities of ESE are considered highly speculative due to the nature of ESE’s business. (“FOFI”) that relate to our current expectations and views of future events. Certain information
Slide 3: What Are Esports?
What Are Esports? GAMING ESPORTS Full gaming value chain; from Value chain related to organizing, Value Chain hardware manufacturing to participating in, and executing Coverage service providers competitive gaming events (tournaments & leagues) Software Media Rights Revenue Hardware Sponsorship Stre
Slide 4: Example of an Esports Event
Example of an Esports Event Event: Championships Type: The International Location: New York, USA Game: Dota 2 Prize Pool: USD$34mm ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 4/29
Slide 5: The Market
GLOBAL ESPORTS REVENUES SURPASSED $1BN, WITH The Market IMPRESSIVE YEAR-ON-YEAR GROWTH OF 25%+ Esports pros earning more than GLOBAL ESPORTS REVENUE GROWTH traditional athletes 2019 Dota Champions OG Gaming $15,603,132 The International 9 had a prize pool of USD $34,292,599, making it the largest pr
Slide 6: Europe is One of the Largest Markets in the World
Europe is One of the Largest Markets in the World IEM Katowice in Poland welcomed 173,000 Fans (46M+ Unique Online Views) at World’s Biggest Esports Event in History GERMANY 13 MILLION+ ESPORTS FANS $350 MILLION+ 2019, EU Esports Revenues POLAND 11 MILLION+ ESPORTS FANS 583 MILLION+ SPAIN 8.4 MILLIO
Slide 7: Executive Summary
Executive Summary CORE BUSINESS LINES COMPANY HIGHLIGHTS EMERGING POSITION AS A GLOBAL ESPORTS PLATFORM The global market is primed for consolidation Technology DIVERSIFIED BUSINESS MODEL Scalable through technology and gaming franchise Infrastructure EXCEPTIONAL MARKET OPPORTUNITY Gaming is a globa
Slide 8: Company Assets
Company Assets Becoming a dominant player in esports and gaming through a 360 approach leveraging current assets, strategic acquisitions, market expansion, and technological innovation Technology Support Gaming Franchise • Digital Tournament Software: • Fan Engagement for • Media Rights: Sale of Lic
Slide 9: Digital Tournament Produced by ESE
Digital Tournament Produced by ESE Click to Watch ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 9/29
Slide 10: Locations
Locations Vancouver Toronto Dublin Cologne Warsaw Portugal Bucharest Los Angeles1 Singapore1 1) Planned future expansion ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 10/29
Slide 11: Opportunity
Opportunity No dominant infrastructure company powering esports ● Fragmented channels have made it difficult for esports companies to generate revenue compared to traditional sports ● Lack of standardization – unlike a traditional sports league, difficult to secure for rights on behalf of teams ● La
Slide 12: Solution
Solution ESE: a world-class esports infrastructure company ● Software for events and tournaments ● Physical infrastructure & broadcasting capabilities ● Existing global distribution for esports-related content ● Growing gaming franchise that includes professional teams ● Tier-1 advertising, sponsors
Slide 13: Technology, Distribution, and Customers
Technology, Distribution, and Customers ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 13/29
Slide 14: Distribution: Polsat
Distribution Polsat Polsat Group is a publicly traded ~$6Bn market cap company. One of Europe’s largest media and telecommunication companies and leader in the CEE entertainment and telecommunication markets, controlling TV, telecom, radio, and more. ESE has a TV deal with Polsat for its participati
Slide 15: Distribution: Esports TV (ESTV)
Distribution Esports TV (ESTV) Global distribution deal to facilitate expansion into Europe and lead the distribution, management, and operation of ESTV programming through European markets. The deal will expand ESE’s content reach through ESTV’s and its partners’ global distribution channels, which
Slide 16: Key Customers: Porsche
Key Customers Porsche Porsche is a publicly traded ~$32Bn market cap company. It is one of the world’s largest and most prestigious automakers. ESE has a deal to manage and run certain gaming and esports events on behalf of Porsche, especially in simulation racing. "We're absolutely delighted to hav
Slide 17: Key Customers: Orlen
Key Customers Orlen Orlen is a publicly traded ~$8Bn market cap company. It is one of Europe’s largest petrol retailers and oil refineries with major operations in Poland, Czech Republic, Slovakia, Germany, and the Baltic states as well as an operation in Canada. ESE has a deal to manage and run cer
Slide 18: Partnership with Nuvei (TSX: NVEI)
Partnership with Nuvei (TSX: NVEI) Joining forces with global fintech leader Nuvei has agreed to sponsor ESE’s K1CK esports team for the upcoming 2021 season, including jersey logo placement, inclusion in digital assets and related support, plus providing integration of the Company’s payment process
Slide 19: Upcoming Growth Catalysts
Upcoming Growth Catalysts ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 19/29
Slide 20: Completed Acquisition of Digital Motorsports
Completed Acquisition of Digital Motorsports - ESE completed acquisition of Digital Motorsports in September 2021 - A leader in simulation racing ecommerce and esports - Working with leading motorsports companies across the world - Multiple business synergies ESE Entertainment Inc. (TSXV: ESE): Corp
Slide 21: Expand Sim Racing Business
Expand Sim Racing Business - Opportunity to expand existing relationship with Porsche, KIA, and other car manufacturers world-wide - Create and develop relationships with major racing series around the world such as NASCAR, Indy, MotoGP - Expand revenue from track scanning tech - Expand business rel
Slide 22: Expand Distribution and Leagues Business
Expand Distribution and Leagues Business - Provide infrastructure for new games - Increase opportunities from media rights - Expand revenue from technology ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 22/29
Slide 23: Aggressively Pursue Acquisition Targets
Aggressively Pursue Acquisition Targets - ESE has a strong pipeline of potential acquisition targets - Well capitalized treasury with zero debt - Focus on accretive opportunities that can maximize shareholder value ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation 23/29
Slide 24: Executive Team
Executive Team Konrad Wasiela Rick Brace Ron Segev Raj Dewan Rob Kang CEO & Founder Director Director Director Chief Financial Officer • Founder of a global real estate • Past President of Rogers • Founding partner of Segev • Partner of McMillan’s • Served as the Director of holdings and private equ
Slide 25: Executive Team
Executive Team Wayne Silver Niall Maher Benedikt Kraus JJ Steszewski Pedro Fernandes CEO of WPG CEO of Digital Motorsports Business Development Director EU Operations Director, K1CK Franchise • Started, bought, sold 25 • Technology executive & • Leadership positions at • 20 years of experience in •
Slide 26: Comparables
Comparables ~$60M ESE Entertainment ~$3.4B ~$220M ~$700M ~$250M ~$2.5B Keywords Esports Ent. Enthusiast Motorsport Score Media and Studios Group Gaming Games Gaming ESE Entertainment Inc. (TSXV: ESE): Corporate Presentation Market Capitalization numbers in Canadian Dollar and as of September 6, 2021
Slide 27: Financial Performance
Financial Performance $17M $5.0M $4.23M $4.0M Annual Revenue Run Rate $3.0M Based on Fiscal Q3 2021 revenue $2.0M 490%+ $1.0M $.72M $.19M $.0M Growth in Revenue Q1 2021 Q2 2021 Q3 2021 from Fiscal Q2 to Fiscal Q3 -$1.0M Financials -$1.17M -$1.26M -$2.0M ~3.2x -$3.0M Valuation Multiple -$4.0M -$3.82M
Slide 28: Capital Structure and Overview
Capital Structure and Overview Definitive Agreement with Acquisition of WPG Name: ESE Entertainment Inc. WPG signed, Feb. 16 completes, April 14 Symbols: TSXV: ESE OTCQB: ENTEF Share Price: $1.03 Acquisition of K1CK completes, Jan. 18 Public Float: ~33M Shares Basic Market Cap: ~$60M First Trading I
Slide 29: ESE Entertainment Inc. Contact
ESE Entertainment Inc. TSXV: ESE Contact: Konrad Wasiela, CEO OTCQB: ENTEF Phone: +1 (778) 238-4988 Corporate Presentation Q4a Email: investors@esegaming.com
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