Omni Bridgeway Ltd · ASX:OBL
Omni Bridgeway — Shareholder Meeting (November 2020)
20 slides from Omni Bridgeway's shareholder meeting presentation, Nov 27, 2020
Slide 1: Chairman's address and Managing Director's Presentation at 2020 AGM
ASX Announcement FRIDAY, 27 NOVEMBER 2020 For personal use only Chairman’s address and Managing Director’s Presentation to Shareholders at 2020 Annual General Meeting In accordance with Listing Rule 3.13.3, please refer to the following attached documents: • Part one: Chairman’s Address to the Annua
Slide 2: Address by Chairman Michael Kay
For personal use only Address by Omni Bridgeway Limited Chairman Michael Kay to the Annual General Meeting 27 November 2020 Ladies and gentlemen, welcome to the virtual annual shareholders and proxies to attend the meeting virtually general meeting of Omni Bridgeway Limited for 2020. and the ability
Slide 3: Address by Chairman Michael Kay (FY20 highlights)
Address by Omni Bridgeway Limited Chairman Michael Kay to the Annual General Meeting 27 November 2020 new industry that was gaining a foothold in many jurisdictions 2015 to date: around the world, and the diversification of balance sheet – EPV has grown from A$2.0 billion to A$15.8 billion and geogr
Slide 4: Address by Chairman Michael Kay (merger and Covid)
Address by Omni Bridgeway Limited Chairman Michael Kay to the Annual General Meeting 27 November 2020 Dealing first with the merger. Europe (including the UK) is supporting services, indeed all our people for the way they currently the second largest litigation and legal market in have responded to
Slide 5: Address by Chairman Michael Kay (outlook)
Address by Omni Bridgeway Limited Chairman Michael Kay to the Annual General Meeting 27 November 2020 state. How this will work in the face of the federal government Notwithstanding the extreme and ongoing disruption caused MIS regulation is currently unknown. Again, Andrew will by Covid-19, they ha
Slide 6: Presentation by Managing Director Andrew Saker
For personal use only Presentation by Omni Bridgeway Limited Managing Director Andrew Saker to the Annual General Meeting 27 November 2020 Good afternoon ladies and gentlemen. On behalf of the enviable position of being the largest litigation funder in the management team and staff I would also like
Slide 7: Presentation by Managing Director Andrew Saker (results)
Presentation by Omni Bridgeway Limited Managing Director Andrew Saker to the Annual General Meeting 27 November 2020 continuing lumpy nature of our earnings. As such, I won’t required additional access to cash, which was generated dwell on those comparisons. Suffice to say that FY20 is the through o
Slide 8: Presentation by Managing Director Andrew Saker (portfolio and priorities)
Presentation by Omni Bridgeway Limited Managing Director Andrew Saker to the Annual General Meeting 27 November 2020 With respect to case diversification, as you will note, our Thirdly, to increase our headcount to facilitate the first two portfolio is largely associated with commercial arbitration
Slide 9: Annual General Meeting November 2020
For personal use only Annual General Meeting 27 November 2020
Slide 10: Board
Board For personal use only Michael Kay Andrew Saker Hugh McLernon Michael Bowen Non-Executive Director Managing Director and CEO Executive Director Non-Executive Director and Chairman Karen Phin Christine Feldmanis Raymond van Hulst Non-Executive Director Non-Executive Director Executive Director,
Slide 11: Chairman's Address
For personal use only Chairman’s Address Michael Kay Non-Executive Chairman
Slide 12: 2015 – 2020 Business Plan
2015 – 2020 Business Plan For personal use only • Investment into infrastructure over past five years to develop platform for future of business • Concentration risks were apparent in our geographic footprint and investments, exposing group to risks associated with competition, regulatory interventi
Slide 13: Financial Results Overview
Financial Results Overview FY 2020 FY 2019 % move from $m $m prior year For personal use only Litigation contract income 257.5 35.0 ▲636% Revenue from cases 21.7 - Purchased claims income 9.7 - Management & performance fees 1.4 0.1 Other income (incl foreign exchange & interest) 24.0 9.9 ▲142% Total
Slide 14: Balance Sheet Strength and Investment Portfolio
Balance Sheet Strength and Investment Portfolio Cash & Net Receivables Net Assets ($m) 312.2 ($m) For personal use only 767.2 217.6 515.5 139.1 141.8 142.4 367.8 201.4 206.3 • Material growth in all key metrics including income, liquid assets, net assets, investments and portfolio FY16 Balance Sheet
Slide 15: EPV Portfolio
EPV Portfolio Quarterly portfolio update 30 September 2020 For personal use only Funds B al anc e Total E PV S he e t 1 2& 3 4 5 6 7 Mov e m e nt f or quar te r # # # # # # # # AU D bi l l i on Funded investments (opening) 16 30 31 9 11 180 - 277 13.5 New investments - - 1 - 5 8 - 14 Completed inves
Slide 16: EPV Diversity
EPV Diversity EPV by Geography EPV by Investment Type For personal use only 0% 10% 13% 13% 1% 18% 11% 43% 0% 27% 6% 21% 2% 23% 10% 1% Appeal Arbitration Commercial Corporate Funding Insolvency Law Firm Asia Australia Canada UK & EMEA United States Multi Party Other IP Patent Whistleblower Inclusion
Slide 17: Our strategic priorities
Our strategic priorities For personal use only • Omni Bridgeway is now the largest litigation funder in the world by headcount and geographic footprint • The key strategic priorities for the next business plan period are to expand: • Geographically into new and within existing markets. New markets i
Slide 18: Disclaimer
Disclaimer For personal use only • The material in this presentation has been prepared by Omni Bridgeway and is general background information about Omni Bridgeway's activities. The information is given in summary form and does not purport to be complete. • A number of terms used in this presentatio
Slide 19: Glossary of Terms and Notes
Glossary of Terms and Notes ESTIMATED PORTFOLIO VALUE (EPV) EPV for an investment where the funding entity earns: For personal use only (i) a percentage of the resolution proceeds as a funding commission, is the current estimate of the investment’s recoverable amount after considering the perceived
Slide 20: For personal use only
For personal use only AGM | NOVEMBER 2020 12