Vection Technologies Ltd. · ASX:VR1
Vection Technologies — Merger or Acquisition (July 2021)
22 slides from Vection Technologies's merger presentation, Jul 5, 2021
Slide 1: JMC Acquisition Investor Presentation
5 July 2021 | Australia ASX RELEASE JMC ACQUISITION INVESTOR PRESENTATION Real-time software company Vection Technologies Ltd (ASX:VR1) (Vection Technologies, Vection or the Company) is pleased to provide an investor presentation setting out the key benefits of the JMC acquisition appended to this an
Slide 2: Acquisition of JMC Group - Investor Overview
ACQUISITION OF JMC GROUP - INVESTOR OVERVIEW (ASX:VR1) 5 July 2021
Slide 3: Disclaimer
DISCLAIMER This presentation has been prepared by Vection Technologies Limited (ACN 614 814 Future performance - Forward looking statements, opinions and estimates 041) (Vection Technologies or the Company) and is for information purposes only. It provided in this presentation are based on assumptio
Slide 4: Vection Technologies
VECTION TECHNOLOGIES To realise the full potential of our 3D, Virtual Reality (VR), Augmented Reality (VR), Internet of Things (IoT) and Computer Aided Design (CAD) platforms, we’re committed to driving digital transformation (DX) across a range of industry sectors. We focus on integrated XR solutio
Slide 5: An Ambitious Emerging Technology Company
AN AMBITIOUS EMERGING TECHNOLOGY COMPANY >- Global expanding presence in 4 continents with over 100 people, and 200+ client portfolio across the group. ~$10.6M >- Driving towards a vision of leading the 4th digital industrial Aggregated unaudited FY20 Revenue1 revolution via a strong technology adva
Slide 6: Introducing JMC Group
INTRODUCING JMC GROUP > 100% Acquisition of JMC Group. > JMC is a European based technology company and DELL Platinum and OEM partner. > JMC designs, develops, and delivers high-level integrated business technology solutions for Industry 4.0. > Strong solutions suite in Internet of Things (IoT), Art
Slide 7: Highly Strategic Acquisition of JMC Group
HIGHLY STRATEGIC ACQUISITION OF JMC GROUP INTEGRATED TECHNOLOGY, INCREASED MARKET PRESENCE AND SCALE EXPANSION TECHNOLOGY PARTNERS CLIENTS Direct access to partnership Established and expansive Expanded technology and distribution agreements Strong and diverse client commercial footprint across inte
Slide 8: Strong European and Middle East Expansion
STRONG EUROPEAN AND MIDDLE EAST EXPANSION GLOBAL TECHNOLOGY AND SCALE FOR MARKET DOMINANCE Strong European and Middle East > Strong European and Middle East expansion via JMC acquisition. expansion with addition of 3 direct offices. > Strong distribution network across the EMEA (Europe, Middle East
Slide 9: Compelling Technology Integration for XR
COMPELLING TECHNOLOGY INTEGRATION FOR XR 360° ACROSS THE VALUE CHAIN Virtual Reality DataCenter & ICT Augmented Reality IoT Extended Reality Artificial Intelligence 3D Modeling & Rendering Media Content Delivery Kiosk Company ICT Infrastructure Design Marketing Sales After Sales Logistics IT 360° com
Slide 10: Compelling Technology Integration for XR
COMPELLING TECHNOLOGY INTEGRATION FOR XR INCREASING INTEGRATION BENEFITS > ● Better and faster technology integration. > ● Better and faster process integration. Virtual Reality Augmented Reality > ● Better user experience. Extended Reality 3D Modeling & Rendering > ● Better data management & storag
Slide 11: Strengthened Partner Network
STRENGTHENED PARTNER NETWORK EXPANDING THE MARKET PROPOSITION Software Hardware Service & Industry 10 | ACQUISITION OF JMC GROUP
Slide 12: Diverse Applications Across a Strengthened High Profile Customer Portfolio
DIVERSE APPLICATIONS ACROSS A STRENGTHENED HIGH PROFILE CUSTOMER PORTFOLIO AEC & Real Estate Fashion, Retail & Machinery Public Sector & Service Agencies Consumer Goods Education Automotive & Naval Defence & Military Media & Healthcare & Pharma Sports & Betting Communication Other Confidential Vectio
Slide 13: Vection's Market Leading Brands for XR Integrated Solutions
VECTION’S MARKET LEADING BRANDS FOR XR INTEGRATED SOLUTIONS Leading 3D, VR, AR, XR product and solutions portfolio. Media & Communication integration. CAD and BIM XR integration. ICT, AI, IoT integration. AEC & Real Estate 3D integration. Increasing the core ARR model. Vection is building a 360° pro
Slide 14: Immediate Value Accretion - Financially Compelling
IMMEDIATE VALUE ACCRETION - FINANCIALLY COMPELLING ~5.9x ~$10.6M Price to FY20 Unaudited Aggregated FY20 Unaudited Aggregated Revenue (2) Revenue Ratio (1) ~$0.8M ~$32M FY20 Unaudited Aggregated Unaudited FY20 Pro-Forma Aggregated EBITDA (3) Total Assets (4) (1) Based on 1,033,671,808 shares on issu
Slide 15: Improves Scale, Reach and Market Positioning in a Post-Covid Environment
IMPROVES SCALE, REACH AND MARKET POSITIONING IN A POST-COVID ENVIRONMENT A HISTORY OF WELL EXECUTED M&A TECH TRANSACTIONS1 $10.6M > Strong history of growth in pre-covid years. > Successful history of well-executed M&A transactions. > Strong revenue growth opportunity in FY22 with: -> JMC trending u
Slide 16: Improves Scale, Reach and Market Positioning - FY20 Breakdown
IMPROVES SCALE, REACH AND MARKET POSITIONING IN A POST-COVID ENVIRONMENT FY20 BREAKDOWN Acquisition of Blank Canvas Acquisition of JMC Group Proforma Proforma Strong revenue growth leading to Audited Unaudited FY20 Unaudited % FY20 % FY20 (1) FY20 (2) (After Blank FY20 (3) (After JMC) increased core
Slide 17: Advancing the 2021 Growth Roadmap
ADVANCING THE 2021 GROWTH ROADMAP A successful history of well executed M&A transactions towards building a strong product suite and delivery service for Industry 4.0 and DX. 2019 2020 2021 2021 2021 2021 Healthcare & Vection Mindesk Pharma Blank Canvas JMC Group Target 2 3D, VR and AR Real-time eng
Slide 18: Technology Sector Market Comparables
TECHNOLOGY SECTOR MARKET COMPARABLES AN UNDERVALUED TECHNOLOGY COMPANY PRICE TO SALES RATIO* 40x Company Ticker Code Vection Technologies Ltd VR1:ASX 30x Price to Sales Ratio Technology One Ltd TNE:ASX PTC, Inc PTC:NASDAQ 20x Dassault Systèmes SE DSY:EPA Autodesk, Inc ADSK:NASDAQ 10x Ansys, Inc ANSS
Slide 19: Corporate Overview
CORPORATE OVERVIEW CORPORATE SNAPSHOT SHARE PRICE / VOLUME HISTORY 3 VR1 + JMC 1 Share Price : 6.0 ¢ 6.0 ¢ 0.20 2 Shares on Issue : 969.6 M 1,034 M Market Capitalisation: $58.2 M $62.0 M 0.15 4 Revenue FY20 : $4.6 M $10.6 M VOLUME (UNITS) PRICE ($) OWNERSHIP BREAKDOWN5 0.10 50M Other Board & Shareho
Slide 20: Q&A and Investor Conference Call Details
Q&A AND INVESTOR CONFERENCE CALL DETAILS Vection’s management will host a conference call on Wednesday 7 July 2021 at 12.00pm AEST to discuss the acquisition of JMC. Participants must register in advance for the investor call using the following link to receive dial-in details: https://zoom.us/webin
Slide 21: Appendix - Transaction Summary
APPENDIX - TRANSACTION SUMMARY Conditions Precedent: Completion of the acquisition is subject to and conditional upon satisfaction of a number of conditions on or before 30 September 2021 (or such other date as agreed between the parties in writing) including, but not limited to: 1. Completion of du
Slide 22: Investor Relations Contact Details
Investor Relations Contact Details APAC Perth Gianmarco Biagi - Managing Director (Europe Based) Sydney Email: gianmarco.biagi@vection.com.au Ahmedabad Phone: +39 051 0142248 Gianmarco Orgnoni - Director and COO (Australia Based) EMEA Email: gianmarco.orgnoni@vection.com.au Milan Rome Phone: +61 8 6
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