Rma Global Ltd. · ASX:RMY
Rma Global — Investor Presentation (September 2019)
26 slides from Rma Global's investor presentation, Sep 20, 2019
Slide 1: Investor Presentation September 2019
For personal use only Investor Presentation September 2019
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only The following notice and disclaimer applies to this investor presentation (Presentation or document) This Presentation does not constitute an offer to sell, or the solicitation of an offer to buy, any securities and you are therefore advised to r
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only Past and future performance Disclaimer This Presentation contains certain "forward-looking statements" that are based on The information in this Presentation has been obtained from or based on sources believed by management's beliefs, assumptions
Slide 4: Highlights
Highlights o Prop tech company that connects agents with sellers/buyers and allows comparison of agent performance. For personal use only o Scalable platform, global opportunity, launched Australia/NZ/US. o Products give agents options to share and promote their performance and reviews and vendors t
Slide 5: Agenda
Agenda For personal use only Business Overview USA Australia Capital Raising 5 Investor Update- CONFIDENTIAL
Slide 6: Business Overview
For personal use only Business Overview 6 Investor Update - CONFIDENTIAL
Slide 7: RMA exists to help agents connect with more sellers and buyers
RMA exists to help agents connect with more sellers and buyers For personal use only Vendors seek the best agents The best agents struggle to stand out Large numbers of agents The selling process is unfamiliar and important • 35,000 in Australia • Most people buy and sell a home only once a decade •
Slide 8: Products that help agents stand out and communicate their profile
Products that help agents stand out and communicate their profile For personal use only Marketing Promoter Profiles and Listings Property Reviews Rankings Reviews Reports Listings Prospecting Prospecting Monitoring Buying Feedback – Passive – Active Negotiating and Planning and Selling and Referrals
Slide 9: Global opportunity but near term focus on the USA, NZ and Australia
Global opportunity but near term focus on the USA, NZ and Australia For personal use only RMA platform is built to scale Opportunity exists in multiple markets AU NZ USA CAN UK SG HK • Highly scalable cloud product in multiple geographies Population (m) 25 5 329 37 68 6 7 • Build enabling scaling of
Slide 10: USA
For personal use only USA 10 Investor Update - CONFIDENTIAL
Slide 11: US structure expected to lead to accelerated uptake
US structure expected to lead to accelerated uptake For personal use only • Salaried team members • Independent commission-driven micro-businesses Typical business structures • Share systems, data and office • Disparate systems, data and locations • Primacy to agency brand • Personal reputation more
Slide 12: US agent numbers = 25x Australia and with buyer and seller agents
US Agent For personal use only Numbers = 25x Australia and with buyer and seller agents Ratio: US/Australia Annual home sales 6.0m 0.4m 15 Annual agent ‘transaction sides’* 12m 0.4m 30 Average home price A$323K A$637K 0.5 Typical total commission rate 5% – 5.5% 2% – 2.5% 2.5 Commission/home sale A$1
Slide 13: MLS relationships accelerate agent engagement
MLS relationships accelerate agent engagement For personal use only • An MLS is a data aggregation service for agents that • We have signed agreements with eleven MLS, including facilitates real estate market clearing and communication CRMLS (California, ~89,000 agents), RAPB (Florida, ~50,000 betwe
Slide 14: US claimed agent profiles increased 87% since connecting first large MLS
US claimed agent profiles increased 87% since connecting first large MLS For personal use only Targeting 75,000 agents on platforms by end FY20 35 MLS launches AUS 30 USA 25 20 +87% '000 15 10 5 NZ 0 0 6 12 18 24 30 36 42 48 54 60 66 72 78 Months since launch Source: RMA data 14 Investor Update - CO
Slide 15: MLS rollout proceeding rapidly
MLS rollout proceeding rapidly For personal use only Number of agents connected via MLS1 Achieved Planned Forecast 600 6 MLS connected 6 MLS signed >20 MLS in discussion 500 400 '000 300 200 100 0 Mar-19 Jun-19 Sep-19 Dec-19 Mar-20 1. We consider an MLS and agent to be connected when RMA is receivin
Slide 16: MLS Launches Increase Review Requests and Reviews
MLS Launches Increase Review Requests and Reviews • Platform use is growing and revenues will follow For personal use only 30 MLS launches Reviews requested 25 (leading indicator of reviews submitted) 20 Campaigns encouraging reviews were slowed prior ‘000 to MLS launches 15 Reviews submitted 10 5 0
Slide 17: US agent feedback
US agent feedback For personal use only We have tried other platforms for getting Love the integration with social media! Love the ease of sending and getting reviews and this seems to be the only Has really helped my business! reviews and then seamlessly posting one they respond to. Definitely to s
Slide 18: Example: Miami Realtors Promotion
Example: Miami Realtors Promotion For personal use only 18 Investor Update - CONFIDENTIAL
Slide 19: Heat maps of US reviews
Heat maps of US reviews For personal use only Southern California Florida 19 Investor Update - CONFIDENTIAL
Slide 20: Australia
For personal use only Australia 20 Investor Update - CONFIDENTIAL
Slide 21: Claimed Profiles
Claimed Profiles For personal use only 35 700 30 600 25 500 20 400 '000 '000 15 300 10 200 5 100 - - Claimed profiles (LHS) Reviews (RHS) 21 Investor Update - CONFIDENTIAL
Slide 22: Leading position in review volumes
Leading position in review volumes For personal use only • C. 640,000 reviews published and growing • C. 23% of reviewers use site to choose agent Reviewer Tenant 600 Landlord 500 Buyer 400 '000 300 200 100 Vendor 0 Jun-14 Jun-15 Jun-16 Jun-17 Jun-18 Jun-19 Source: RMA data. 22 Investor Update - CON
Slide 23: Australian market
Australian market For personal use only Agents covered by subscriptions1 Monthly home sales 12,000 Six month 10,000 moving average Down 17.5% 8,000 since June 2018 6,000 4,000 2,000 0 Jun 14 Jun 15 Jun 16 Jun 17 Jun 18 Jun 19 Addressing churn and driving growth • Numerous opportunities to improve va
Slide 24: Capital raising
Capital raising RMA Global has completed a $9m placement to sophisticated and professional investors at $0.20 per share (15.3% discount to 5 day For personal use only VWAP1) within the Company’s placement capacity under ASX LR 7.1 and plans to raise further capital of up to $1m through a non- underw
Slide 25: Indicative Timetable
Indicative Timetable For personal use only Date (2019) Item 23 September Recommencement of trading 27 September Settlement of placement (excluding director entities participating in placement) 30 September Cleansing notice issued Issue of Placement Shares (excluding to director related entities) 1 O
Slide 26: Company Board
Company Board For personal use only David Williams Sigal Pilli Philip Powell Mark Armstrong Edward van Roosendaal Non-Executive Chairman Non-Executive Director Non-Executive Director CEO and Co-Founder CTO and Co-Founder David has 35 years’ experience Sigal has over 20 years’ Philip has over 20 year