Flexiroam Ltd · ASX:FRX
Flexiroam — Investor Presentation (January 2017)
19 slides from Flexiroam's investor presentation, Jan 18, 2017
Slide 1: The Globally Unified Voice & Data Provider
G8; personal use. only & FLEXIROAM ASX:FRX The Globally Unified Voice & Data Provider January 2017
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by FLEXIROAM Limited (the “Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any i
Slide 3: Key Milestones
KEY MILESTONES Listing on ASX June 2015 e e March 2011 Official Launch in Malaysia 3) ASX FLEXIROAM (ASX:FRX) is the fastest growing budget roaming provider in Asia Pacific. Nov 2015 Mobile Voice App Launch Flexiroam service opens to users worldwide Dec 2015 March 2016 Annual Revenue Exceeds $5milli
Slide 4: Board of Directors
BOARD OF DIRECTORS \ Jef Ong Dato’ Larry Paul Khong Wai Hong Cheryl Yeoh Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Over 15 years global Chairman & Board Investment banking Serial tech extrepreneur Founded several tech experience in
Slide 5: For personal use only
? | 1 | : ~ 98.88 ee — = oe “A Y i \ Adhere the thin microchip to your existing SIM card Easy subscription packages via app One-time application Usage tracking and secure connection Data connectivity in over 100 countries Earn up to 100GB of free data Uncapped speed of 4G internet Make international
Slide 6: Company Strength / Corporate Advantages
COMPANY STRENGTH CORPORATE ADVANTAGES Game-Changer ay 580 Networks 100+ Highly-Scalable Flexiroam X is the future of data roaming Access to network providers around the world for global coverage Partnerships and affiliation with leading travel industry players *Disclaimer: http://www.masterintellige
Slide 7: Half Year Report Ended 30 Sept 2016
USINESS as Launch of Flexiroam X ae ie Tr aa aed I ' Halt Year Report Ended 30 Sept 2016 (6 months) Zit — a | — B ” F ‘ Operating Expenses (1 April - 30 Sept 2016) Revenue Gross Profit EBITDA Operating Expenses Cash at hand Current Asset Others 13 Marketing 34% Depreciation Current Liability © Sizea
Slide 8: Growth Strategy
GROWTH STRATEGY Innovative Country Expansion ad Subscriber Growth \ Increase Value per Subscriber Research & Development Introduce disruptive products to stay ahead of the competition through continuous R&D. New Market Entry Capture new markets through expanding into high potential countries in the
Slide 9: Game-Changer: e-SIM
GAME-CHANGER: E-SIM Embedded SIM built into mobile devices which allows connectivity with any telco operators Evolution of SIM cards Mini-SIM Micro-SIM Nano-SIM 5 ESIM Ahead of Technology Curve Zero Distribution Barriers Highly Scalable & Accessible Higher Frequency of Purchase Access Flexiroam netw
Slide 10: Not a Concept but a Reality
NOT A CONCEPT BUT A REALITY Major device manufacturers supporting e-SIM SAMSUNG Gear S2 7 iy A Microsoft IBIB Surface Pro5, FLEXIROAM | 08
Slide 11: Industry Impact of e-SIM
INDUSTRY IMPACT OF Shift i in revenue from Gaditional SIM to e-SIM he next seven mSIM mesiM M2M e-SIM revenues, cAGR, SIM-manufacturer sales, $ billion Extrapolation 2012-47 O41 2012 «2013-2014 2015 2016 )= 2017 2018 «2019 2020 2021 2022 ‘ounding, for 2012-17 continue. Figures may not sum, becau: ‘A
Slide 12: Market Growth for e-SIM
MARKET GROWTH FOR E-SIM Value of eSIM connections to Operators Growth of e-SIM enabled devices == y ’ $174 2020 125 million billion Pere billion annually to operators Total number of e-SIM enabled devices globally / fe Mobile & loT devices connections with e-SIMs shipped globally in 2021 alone Embed
Slide 13: Expanding the Size of the Addressable Market
EXPANDING THE SIZE OF THE ADDRESSABLE MARKET by providing Global Data on demand Revenue a Y” 2020 to “$630 billion wah (Data roaming \ bi | | | O n revenue) \ (Data revenue) Greater Revenue Potential Flexiroam to potentially enlarge its revenue potential by offering Global Data on Demand hitos://mww
Slide 14: Growth of Global Data on Demand
GROWTH OF GLOBAL DATA ON DEMAND Data demand growth catalyst to driving average revenue per user (ARPU) increase Global Mobile Subscribers* UNIQUE SUBSCRIBERS 4” 2015 - 2020 3.9% CAGR PENETRATION RATE Increase in Market Size Target a larger pool of subscribers https://www.gsmaintelligence.com/re le~c
Slide 15: Flexiroam User Experience
FLEXIROAM USER EXPERIENCE € +t Select Telco Telstra i~ China Telcom > Orange (a) AT&T Singtel envoam 6 et comcia (=) Cy Hew CHINA TELECOM Built-In Flexiroam Platform on Phone Allows users to connect to the local network S Customer Request to connect to Flexiroam’s partner telcos FLEXIROAM | 13
Slide 16: Flexiroam e-SIM Approach to Market
FLEXIROAM E-SIM Approach to Market Select Telco Telstra China Telcom Orange AT&T Singtel torn (3 mtcomecns
Slide 17: Flexiroam's Potential Growth Values
FLEXIROAM’S POTENTIAL GROWTH VALUES Peer Comparison with ASX Listed Telecommunications Companies Flexiroam Amaysim ALi ATMS. Vocus TPG Telecoms Share Price A$O.11 A$2.04 A$0.08 A$4.28 A$7.20 A$5.22 Market A$21.31 A$367.75 A$1.09 A$2.64 A$6.11 A$63.84 Capitalisation million million billion billion bi
Slide 18: For personal use only
For personal use only
Slide 19: Corporate Overview / Capital Structure
CORPORATE OVERVIEW Listed on ASX June-2015 4a Share on issue 193.69million Share Price A$O.14 Market Capitalization A$21.3million Share Price High/Low (since listing) A$0.32 - A$0.9 Cash balance as at 30th Sept 2016 A$4,983,106 *Disclaimer The figures above are derieved from https://www.bloomberg.co