Sensen Networks Ltd. · ASX:SNS
Sensen Networks — Investor Presentation (November 2021)
32 slides from Sensen Networks's investor presentation, Nov 5, 2021
Slide 1: SenSen Investor Presentation
SenSen Investor Presentation 5 November 2021 ASX: SNS Enter OTCQB: SNNSF Not for release to US wire services or distribution in the United States
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer The following important notice and disclaimer applies to this investor presentation (Presentation) and you are therefore advised to read this carefully before reading or making any other use of this Presentation or any information contained in this Presentation. This Pr
Slide 3: Important Notice & Disclaimer
Important Notice & Disclaimer Not an offer, financial, product or investment advice (cont.) Any decision to purchase New Shares in the SPP Offer must be made on the basis of the information to be contained in a separate SPP Offer booklet to be prepared by SenSen made available following its lodgment
Slide 4: Important Notice & Disclaimer
Important Notice & Disclaimer Disclaimer To the maximum extent permitted by law, each of SenSen, SenSen Group, the underwriter, and their respective Affiliates exclud e and expressly disclaim: a) all duty and liability (including, without limitation, any liability arising from fault, negligence or n
Slide 5: Important Notice & Disclaimer
Important Notice & Disclaimer Other information Photographs, logos and diagrams used in this Presentation that do not have descriptions are for illustration only and should not be interpreted to mean that any person shown in them endorses this Presentation or its contents or that the assets shown in
Slide 6: Investment Highlights
Investment Highlights 6 MAKING CITIES SMARTER
Slide 7: Investment Highlights
Investment Highlights Large addressable market • Global artificial intelligence market valued at US$51.1 billion in CY20201 opportunity • Projected to reach US$641.3 billion in CY20281 • SenDISA is a horizontal technology platform designed to serve multiple industries and markets Industry leading pl
Slide 8: Overview of SenSen
Overview of SenSen 8 MAKING CITIES SMARTER
Slide 9: SenSen Overview
SenSen Overview SenSen works with public and private enterprises to: • automate monotonous, laborious tasks; and • deliver novel insights that are impossible to A world leader in Sensor AI attain through traditional means solutions Sensor AI technology deals with the analysis and fusion of data from
Slide 10: SenSen's Solutions Overview
SenSen’s Solutions Overview 10 MAKING Source:CITIES SMARTER https://www.youtube.com/watch?v=Vs-i_Cn4T7A 10
Slide 11: SenSen's Market Opportunity
SenSen’s Market Opportunity SenSen has developed a platform called SenDISA, a horizontal technology platform (like SAP or Oracle in the enterprise world) to serve multiple industries and markets. 11 MAKING Source:CITIES SMARTER https://www.verifiedmarketresearch.com/product/global-artificial-intelli
Slide 12: SenSen's Technology Platform & IP
SenSen’s Technology Platform & IP Road Safety Tolling Cameras Traffic Analytics Smartphones Civic Compliance Sensor SenDISA Audio, GPS, PIR, Video/Camera, Depth, Multi-Sensor Data Fusion Parking Management Lidar, Bluetooth, Platform Temperature, Radar, Illuminators (IR, White Light) Shopping Centres
Slide 13: SenSen's Target Markets & Strategic Acquisitions
SenSen’s Target Markets & Strategic Acquisitions • Parking & kerb Cities • Asset management • Road safety Multiple industries are being disrupted • Player ratings Snap Network Surveillance acquisition Casinos • Table optimisation by Sensor AI • Harm minimisation November 2020 lead automation and ins
Slide 14: SenSen's Target Markets & Traction
SenSen’s Target Markets & Traction Cities Casinos Retail Emerging Total • 10,000+ cities globally1 • 4,926+ casinos globally 2 • Fuel Retail – 6,500+ stores in • Approx. 1 billion surveillance Addressable Australia & New Zealand3 cameras globally4 Market Our 2-3 Year • Grow from 250 to 1,000+ • Grow
Slide 15: SenSen's Business Model
SenSen’s Business Model Select Customers Revenue Sources – similar across all target markets Software License SaaS Annual Recurring Revenue ~60% of Revenue • Edge analytics software • Back-office software Hardware ~20% of Revenue • Prepackaged hardware solutions Professional Services Upfront & Ongoi
Slide 16: Board of Directors
Board of Directors Chairman & CEO Executive Director & COO Executive Director Non-Executive Director Subhash Challa David Smith Heather Scheibenstock Zenon Pasieczny Subhash is a world leading authority in data With an extensive background advising Heather has over 25 years’ experience within Zenon
Slide 17: Trading Update and FY2022 Guidance
Trading Update and FY2022 Guidance 17 MAKING CITIES SMARTER
Slide 18: Trading Update
Trading Update Financial highlights Operational highlights • Consecutive quarters of record customer cash receipts • Two acquisitions completed over last 12 months in Q4 FY2021 ($1.6 million) and Q1 FY2022 ($1.9 • All sales and marketing hires made, with 75+ active, million) highly qualified sales o
Slide 19: FY2022 Guidance
FY2022 Guidance • Total revenue of >$11.0 million (FY2021: $5.5 million) Strong growth in FY2022 forecast revenue and • Annual Recurring Revenue (ARR) growing to ~$8.0 million by the end of FY2022, annual recurring revenue representing multifold YoY growth (FY2021: (ARR) $2.7 million) • Net Revenue
Slide 20: Equity Raising
Equity Raising 20 MAKING CITIES SMARTER
Slide 21: Offer Details
Offer Details • A placement to institutional investors at an issue price of $0.12 per share, targeting $5.0 million1 • Subhash Challa (Chairman & CEO) and David Smith (Executive Director & COO) have committed to participating in the placement to the value of $0.6 million, subject to shareholder appr
Slide 22: Use of Funds and Timetable
Use of Funds and Timetable $m Event Date Sources1 Share Purchase Plan Record Date 7:00pm, 4 November 2021 Institutional Placement $5.0 Trading Halt and Institutional Placement Bookbuild Opens 5 November 2021 Institutional Placement Bookbuild Closes 4:00pm, 8 November 2021 Share Purchase Plan $5.0 An
Slide 23: Appendices
Appendices 23 MAKING CITIES SMARTER
Slide 24: Key Risks
Key Risks Risks Investors should be aware that an investment in SenSen involves risks. The key risks identified by SenSen are set out in the "Key Risks" section of the Investor Presentation (below), but these are not an exhaustive list of the risks associated with an investment in the Shares. You sh
Slide 25: Key Risks
Key Risks Key Risks Associated With SenSen’s Business (cont.) Pa rt of SenSen's business model is reliant upon the s upply, or a lternatively acquisition by the customer, of computer a nd electronic hardware, the majority of which is manufactured and supplied from countries other than Aus tra lia or
Slide 26: Key Risks
Key Risks Key Risks Associated With SenSen’s Business (cont.) A ma l icious attack on SenSen's s ystems, processes or people from external or internal sources could put the i ntegrity a nd privacy of customers' data and business systems used by SenSen a t risk. The i mpact of l oss or Security breac
Slide 27: Key Risks
Key Risks Key Risks Associated With SenSen’s Business (cont.) The emergence of technical developments providing an alternative to SenSen's product offerings could result in the acquisition by competitors to SenSen of i ntellectual property ri ghts (e.g. patents) which may Restraints on innovation pr
Slide 28: Key Risks
Key Risks Offer and General Risks Ordi nary s hares tra de on ASX. The market price of ordinary s hares on ASX may fl uctuate due to various factors, including: • the i mpact of COVID-19, or other pandemics or epidemics, and the measures ta ken to control their s pread; • the i mpact of government s
Slide 29: Key Risks
Key Risks Offer and General Risks (cont.) Dividends may Di vi dends are discretionary a nd do not accrue. The ra te of dividends may fl uctuate or SenSen may not pay divi dends a t all. There i s a risk that divi dends may become less attractive compared to returns on comparable fluctuate or may s e
Slide 30: Foreign Selling Restrictions
Foreign Selling Restrictions This presentation does not constitute an offer of new fully paid ordinary shares in the Company (New Shares) in any jurisdict ion in which it would be unlawful. In particular, this presentation may not be distributed to any person, and the New Shares may not be offered o
Slide 31: Foreign Selling Restrictions
Foreign Selling Restrictions This presentation does not constitute an offer of new fully paid ordinary shares in the Company (New Shares) in any jurisdict ion in which it would be unlawful. In particular, this presentation may not be distributed to any person, and the New Shares may not be offered o
Slide 32: www.sensen.ai
www.sensen.ai | sales@sensen.ai Level 1, 9 Harper Street, 3 Spring Street, HSR Summit 300 S. 4th Street Suite Abbotsford (Melbourne) Sydney Road No-10, Banjara Hills 180 Las Vegas, VIC 3067 NSW 2000 Hyderabad 500034 NV. 89101 Australia Australia India USA
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