Iodm Ltd. · ASX:IOD
Iodm — Investor Presentation (November 2022)
16 slides from Iodm's investor presentation, Nov 28, 2022
Slide 1: Investor Presentation
Investor Presentation Approved for release by the Board November 2022
Slide 2: Key highlights
Key highlights UK Education sector live: Received first small payment reflecting 3 days of transactions in October. Further notifications to be transacted over the next 3 months Costs contained: Operating leverage maintained through the spike of activity Global Reach: Further channel agreements sign
Slide 3: UK Education Sector
UK Education Sector Now live 3
Slide 4: UK Education Metrics
UK Education Metrics Current total international students live: 47,500 students Total Value of Invoices: Total value of annual tuition fees in excess of previous forecasts Invoice and working cap cycle: Invoices are settled by students and revenue reconciled at the end of each month. Revenue reconci
Slide 5: Global Reach
Global Reach Transactional model suits all markets 5
Slide 6: Global Reach
Global Reach Canada now live Convera revenue share agreement to be extended to cover Canadian education sector on new metrics. Canadian addressable market is forecast to be larger than UK. Revenue share metrics are being finalised with other terms to remain consistent USA now live: Proprietary sales
Slide 7: Domestic Subscription
Domestic Subscription The way forward 7
Slide 8: Domestic subscription
Domestic subscription Financial Year 2022: The subscription business’ line of enquiry has returned to pre-pandemic levels Revenue is up 12% on a like for like basis Tender book continues to strengthen Value of invoices have increased by 103% per month for the first 4 months of FY23 versus the last 6
Slide 9: Commercialisation
Commercialisation Transactional model 9
Slide 10: Commercialisation: Global transactional model
Commercialisation Global transactional model Channel Partners use IODM Technology as part of their offering Existing clients are offered the tailored IODM product for their industry as a free service Channel Partners use the IODM product as a sales tool to win tenders Assignment IODM is instru
Slide 11: Revenue Metrics
Revenue Metrics Analyst model 11
Slide 12: Revenue Metrics: Recognition model
Revenue Metrics Recognition model All revenue will be derived on a revenue share model governed by the total value of accomodation and tuition fees Education Education places at a university are invoiced on a trimester basis UK Live Total places (students) multiplied by tuition fee and accomatio
Slide 13: Appendix
Appendix 13
Slide 14: Board of Directors
Board of Directors Dr Paul Kasian • Significant experience leading strategy, investment and risk roles in domestic and international companies Non-Executive • Former Chief Investment Officer at HSBC Asset Management and Head of HSBC Global Financial Team Chairman • Founding Director of Accordius and
Slide 15: Executive team
Executive team Mark Reilly • Chartered Accountant with 20+ years of experience in the banking and finance industries in an advisory Chief Executive capacity Officer • Formerly at Coopers & Lybrand (now PwC) in insolvency before establishing his own accounting practice • Previously held Director posi
Slide 16: Disclaimer
Disclaimer Summary Information - This presentation (“Presentation”) is prepared by IODM Limited (ABN 28 102 747 133) (“IODM” or the “Company”) to provide summary information about IODM. IODM is an Australian public company listed on the Australian Securities Exchange (ASX). Statements in this presen