Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (March 2020)
21 slides from Enthusiast Gaming's investor presentation, March 2020
Slide 1: Investor Presentation March 2020
Investor Presentation March 2020 TSX: EGLX OTC: ENGMF FSE: 2AV
Slide 2: Disclaimer
Disclaimer CAUTIONARY STATEMENTS This presentation is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. The information contained herein has been prepared for the purpose of providing interested parties with general information to
Slide 3: Mission
MISSION We are building the world’s largest network of communities for gamers and esports fans Page 3
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS The largest gaming network in North America & U.K. 01 with global reach of over 200M people per month *ComScore September 2019 One of only publicly traded, pure play esports and gaming 02 companies 03 Significant discount to media peers 04 Robust monetization strategy with sign
Slide 5: Creating a Home for Gamers
CREATING A HOME FOR GAMERS “ Getting into esports and gaming was a unique opportunity that allowed Canuck Sports and Entertainment to be on the front end of a very dynamic environment that presented a real opportunity to transfer our experience in .” traditional sports environments Page 5
Slide 6: The Social Revolution
THE SOCIAL REVOLUTION By building gaming communities, Enthusiast is well positioned for the social revolution, the uprising of the Gen Z and millennials and the changes in how content is consumed GENERATION “Z” REPRESENT AS GAMERS GAMING IS DOMINANT ENTERTAINMENT SOURCE 1.9 billion Gen Z globally. 6
Slide 7: Company Overview: Reach of 200M Gamers Monthly
COMPANY OVERVIEW 100 900 7 +50 ~30 TOTAL GAMING SITES PROFESSIONAL INFLUENCERS & YOUTUBE CHANNELS LIVE EVENTS GLOBALLY ESPORTS TEAMS CONTENT CREATORS REACH OF 200M GAMERS MONTHLY MEDIA + ESPORTS + EVENTS ● Authentic, engaged audience - ● Luminosity Gaming, has +50 gaming ● International gaming and o
Slide 8: Enthusiast Audience – Super Gamers
ENTHUSIAST AUDIENCE – SUPER GAMERS 65% SPEND 15+ HOURS PER WEEK GAMING WHAT IS A 67% BUY 7+ GAMES PER YEAR SUPER GAMER? Enthusiast is home to a diverse group of the 48% most influential and passionate gamers DO NOT USE FACEBOOK across the globe. Our network is a vital part of their daily routines 63
Slide 9: Enthusiast Reaches Gamers
ENTHUSIAST REACHES GAMERS More entry points into the gaming world than any other company GLOBAL DEMOGRAPHIC 7.7B +4.5B 2019 GLOBAL POPULATION 2019 GLOBAL INTERNET CONNECT MAINSTREAM AUDIENCE +2.5B GAMERS GLOBALLY ENTHUSIAST OPPORTUNITY $150B $1.1B +450M GLOBAL ESPORTS 2019 GAMING MARKET 2019 ESPORTS
Slide 10: Creating Communities
CREATING COMMUNITIES CREATING COMMUNITIES FOR SUPER GAMERS Enthusiast audience engages with communities as part of their daily routine. Gaming is a part of who they are. Audience spends average of 33 minutes a month on network. UNDUPLICATED AUDIENCE Unique niche communities of gamers that can only b
Slide 11: Enthusiast Audience Purchase Behavior
ENTHUSIAST AUDIENCE PURCHASE BEHAVIOR GENDER 73% 27% 43% MALE FEMALE OF MALES 18-34 VISIT ENTHUSIAST GAMING SITES EACH MONTH AGE 40% 30% ARE MILLENNIALS ARE GEN Z Source: Comscore Media Metrix Multi-Platform, Desktop 2+, Mobile 13+, US, [P] Source: Comscore Custom Reporting, (E) Enthusiast Gaming Ne
Slide 12: Enthusiast Audience Purchase Behavior
ENTHUSIAST AUDIENCE PURCHASE BEHAVIOR CORD-CUTTERS VISITORS TO ENTHUSIAST GAMING ARE 74% MORE LIKELY TO BE CORD CUTTERS THAN 85% AVERAGE INTERNET USERS ARE SOUGHT OUT BY PEOPLE IN THEIR SOCIAL CIRCLES FOR RECOMMENDATIONS ON TECH, ENTERTAINMENT, AND FOOD/RESTAURANTS PURCHASE BEHAVIOR 81% 70% ARE IN T
Slide 13: Live Events
LIVE EVENTS THE UK’S LARGEST B2B GAMES EVENT & THE LARGEST VIDEO GAMING EXPO IN THE BIGGEST DEDICATED MOBILE GAMES CANADA EVENT IN EUROPE CORPORATE PARTICIPANTS: 2,500 +100 30,000 +200 5.6M INDUSTRY ATTENDEES IN DELEGATES SPONSORS EXHIBITORS VIEWERS ONLINE OCT. 2019 Page 13
Slide 14: Luminosity Gaming esports division
Enthusiast’s esports division, Luminosity Gaming, is a leading global esports organization and valuable content engine for Enthusiast’s platform Leverage Luminosity’s esports assets to create VIP experiences and engaging content 50+ 7 60M ESPORTS & GAMING PROFESSIONAL SOCIAL MEDIA FANS INFLUENCERS E
Slide 15: Shareholders & Brand Ambassadors
SHAREHOLDERS & BRAND AMBASSADORS Play in livestreams, appear at live activations and work with Enthusiast to partner with some of the largest brands in the world TORY RICHARD LANEZ SHERMAN 9.3MM 5.9MM SOCIAL FOLLOWERS SOCIAL FOLLOWERS ABOUT: ABOUT: Richard Sherman is an Tory Lanez is a Canadian Amer
Slide 16: Growth Opportunities
GROWTH OPPORTUNITIES 01 INCREASE REVENUE PER USER Goal: Revenue per User of $0.40 06 02 BUILD OUT DIRECT SALES TEAM MERGERS + ACQUISITIONS Drive revenue / user with direct Accretive acquisition strategy to scale relationships with brands and agencies. and grow. Increase revenue and 10x-20x increase
Slide 17: Revenue Synergies
REVENUE SYNERGIES Drive Monetization by Leveraging Media Network Reach, Influence of Luminosity Esports Organization, and Hype of Events Business MEDIA + ESPORTS + EVENTS Cross selling of sponsors across fully integrated advertising pillars Enthusiast’s Media Network promotes our Luminosity Esports
Slide 18: Per User Value Comparison
PER USER VALUE COMPARISON Enthusiast is Significantly Undervalued Compared to Other Media Platforms REDDIT $3B 330M .30 $9.09 $100M REVENUE 330M USERS Approx Valuation Users Revenue Per User Value Per User TWITCH 100M USERS $1B* 100M -4 $10 $14M REVENUE Approx Valuation Users Bottom Line Revenue Val
Slide 19: Key Management & Directors
KEY MANAGEMENT & DIRECTORS Adrian Montgomery Menashe Kestenbaum Francesco Aquilini President & Director Chairman CEO & Director Former President of Aquilini Entertainment Founder of Enthusiast Gaming. Built MD, Aquilini Investment Group. Owner of Served as Alternate Governor for the NHL Company from
Slide 20: Capital Structure
CAPITAL STRUCTURE TSX: EGLX FSE: 2AV CAP TABLE OTCQB: ENGMF Shares 72,058,124 Current Share Price: $1.40 Warrants 7,478,877 Market Cap: ~$120M (fully diluted) Options 3,744,145 Convertible Debenture 3,145,219 Insider Holdings: ~27% Fully Diluted 86,426,365 As at Dec. 16, 2019 All $ Figures in CAD Pa
Slide 21: Thank You!
THANK YOU! JULIA BECKER HEAD OF INVESTOR RELATIONS jbecker@enthusiastgaming.com TSX: EGLX OTC: ENGMF FSE: 2AV
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