Frontier Digital Ventures Ltd. · ASX:FDV
Frontier Digital Ventures — Investor Presentation (April 2023)
16 slides from Frontier Digital Ventures's investor presentation, Apr 5, 2023
Slide 1: Leading Online Marketplaces in Emerging Markets
LEADING ONLINE MARKETPLACES IN EMERGING MARKETS CAPITAL RAISING INVESTOR PRESENTATION | 5 APRIL 2023 NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES
Slide 2: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER Important notices and disclaimer This investor presentation (Presentation) is dated 5 April 2023 and has been prepared by Frontier Digital Ventures Ltd (ABN 25 609 183 959) (Frontier). By attending an investor presentation or briefing, or accepting, accessing or revi
Slide 3: Important Notices and Disclaimer (cont.)
IMPORTANT NOTICES AND DISCLAIMER (CONT.) Financial information All financial information in this Presentation is in Australian dollars ($ or AUD) unless otherwise stated. This Presentation includes certain pro forma financial information. Any such pro forma historical financial information provided
Slide 4: Important Notices and Disclaimer (cont.)
IMPORTANT NOTICES AND DISCLAIMER (CONT.) Disclaimer Bell Potter Securities Limited (ABN 25 006 390 772) and Morgans Corporate Limited (ABN 32 010 539 607) are acting as joint lead managers (Joint Lead Managers) to the Placement. To the maximum extent permitted by law, Frontier, the Joint Lead Manage
Slide 5: Capital Raising Details
CAPITAL RAISING DETAILS • Non-underwritten institutional placement (“Placement”) to raise A$13.0m via the issue of up to 23.2 million New Shares (equivalent to 6.1% of FDV’s current shares Offer structure outstanding) and size • FDV also intends to offer eligible shareholders the opportunity to part
Slide 6: Clear Pathway to Monetisation
CLEAR PATHWAY TO MONETISATION FDV Group is executing against a clear strategy to unlock the value of FDV LATAM Illustrative timeline 2023 2024 2025 onwards • Aligning leadership and management team • Pursue organic growth opportunities to further • FDV LATAM positioned as premier marketplace providi
Slide 7: Value Opportunity
VALUE OPPORTUNITY Significant operational and financial progress across FDV Group, with potential liquidity events on the horizon FDV portfolio revenue and EBITDA since IPO 67% 1 Rapid growth trajectory (A$m, FDV % share basis) Revenue CAGR Revenue growth from A$3.8m in FY16 to A$82.3m in FY22, 82.3
Slide 8: Indicative Timetable
INDICATIVE TIMETABLE Record date for share purchase plan (SPP) 7:00pm AEST, Tuesday, 4 April 2023 Announcement of Placement, SPP and outcome of Placement – trading halt lifted (shares recommence trading on the ASX) Wednesday, 5 April 2023 Settlement of Placement shares Wednesday, 12 April 2023 Allot
Slide 9: Key Risks and International Offer Restrictions
KEY RISKS AND INTERNATIONAL OFFER RESTRICTIONS 1. KEY RISKS MARKET CONDITIONS The price at which Frontier’s shares are quoted on ASX may increase or decrease due to a number of factors outside of Frontier’s control. The events relating to increasing inflation and interest rates, along with geopoliti
Slide 10: Key Risks and International Offer Restrictions (cont.)
KEY RISKS AND INTERNATIONAL OFFER RESTRICTIONS (CONT.) EARN OUT PAYMENT EXCHANGES (cont.) This arrangement is subject to discussions with the sellers regarding whether the equity will be issued by FDV LATAM or Frontier. If Frontier and the sellers agree to amend these arrangements (which will includ
Slide 11: Key Risks and International Offer Restrictions (cont.)
KEY RISKS AND INTERNATIONAL OFFER RESTRICTIONS (CONT.) RISKS ASSOCIATED WITH INTELLECTUAL PROPERTY Third parties may copy or otherwise obtain and use an Operating Company’s proprietary information without authorisation or may develop similar technology independently. In addition, competitors may be
Slide 12: Key Risks and International Offer Restrictions (cont.)
KEY RISKS AND INTERNATIONAL OFFER RESTRICTIONS (CONT.) NEW TECHNOLOGY SUBSTITUTION The number of people who access information through devices other than personal computers, including mobile phones, has greatly increased in recent years. If Frontier’s Operating Companies are unable to maintain the e
Slide 13: Key Risks and International Offer Restrictions (cont.)
KEY RISKS AND INTERNATIONAL OFFER RESTRICTIONS (CONT.) GOVERNMENT LAWS AND REGULATIONS Frontier and the Operating Companies are subject to local laws and regulations in each of the jurisdictions in which they operate (including taxation legislation), some of which give rise to risks to the Operating
Slide 14: Key Risks and International Offer Restrictions (cont.)
KEY RISKS AND INTERNATIONAL OFFER RESTRICTIONS (CONT.) 2. INTERNATIONAL OFFER RESTRICTIONS This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any per
Slide 15: Key Risks and International Offer Restrictions (cont.)
KEY RISKS AND INTERNATIONAL OFFER RESTRICTIONS (CONT.) SINGAPORE This document and any other materials relating to the New Shares have not been, and will not be, lodged or registered as a prospectus in Singapore with the Monetary Authority of Singapore. Accordingly, this document and any other docum
Slide 16: Contact Us
CONTACT US COMPANY Shaun Di Gregorio Founder and CEO P: +60 3 2700 1591 E: shaundig@frontierdv.com INVESTORS Timothy Toner Vesparum Capital P: +61 3 8582 4800 E: frontierdv@vesparum.com PRINCIPAL OFFICE 39-8 The Boulevard Mid Valley City, Lingkaran Syed Putra Kuala Lumpur, Malaysia www.frontierdv.co
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