Betr Entertainment Limited · ASX:BBT
Betr Entertainment — BlueBet Holdings — ShareCafe Small Cap "Hidden Gems" Webinar 2021
17 slides from Betr Entertainment's conference presentation, Nov 4, 2021
Slide 1: Investor Webinar Presentation (ASX Announcement)
For personal use only 4 November 2021 ASX Announcement (ASX:BBT) INVESTOR WEBINAR PRESENTATION Mobile-first online wagering provider BlueBet Holdings Ltd (BlueBet) (ASX:BBT), is pleased to announce its participation in the ShareCafe Small Cap "Hidden Gems" Webinar, to be held Friday 5th of November
Slide 2: About BlueBet
About BlueBet BlueBet is a mobile-first, online bookmaker with a vision to provide more innovative wagering products to customers of Australian and international racing and sports. BlueBet offers wagering products on 31 sports in Australia and internationally, plus entertainment and politics wagerin
Slide 3: ShareCafe Webinar Presentation
For personal use only SHARECAFE WEBINAR PRESENTATION 4 November 2021 INVESTOR PRESENTATION 1 NOVEMBER 2021
Slide 4: BlueBet Snapshot
BLUEBET SNAPSHOT For personal use only TRACK RECORD OF SUSTAINABLE PROFITABLE GROWTH: Australian wagering operator established in 2015 with a demonstrated track record of consistent growth across key financial and operational metrics and has been self funded since inception SCALABLE BUSINESS MODEL A
Slide 5: Australian Trading Business
For personal use only AUSTRALIAN TRADING BUSINESS INVESTOR PRESENTATION 3 NOVEMBER 20213
Slide 6: FY21 Key Metrics Dashboard versus PCP
FY21 KEY METRICS DASHBOARD VERSUS PCP For personal use only BlueBet has delivered impressive growth 6.5 million 32,472 Bet Count Active Customers¹ across all key (+89.3% on PCP) (+45.7% on PCP) metrics in FY21 and carries great momentum into FY22. $35.6 million 10.3% Net Win Net Win margin (+92.5% o
Slide 7: FY21 Turnover by Product
FY21 TURNOVER BY PRODUCT For personal use only Impressive growth across all product offerings with sport growing at the highest rate from a COVID FY21 $344.7m disrupted calendar Thoroughbred $174.2m Greyhound $91.0m Harness $32.0m Sport Turnover (FY21) $47.5m 2020. 51% 26% 9% 14% +75.6% +91.6% +93.9
Slide 8: Key Q1 FY22 Metrics (Quarter Ended Sept 2021)
KEY Q1 FY22 METRICS (QUARTER ENDED SEPT 2021) For personal use only Q1 FY21 Q1 FY22 pcp Continued momentum 39,195 23,927 across all key metrics, ACTIVE CUSTOMERS¹ +63.8% well positioned for Q1 FY21 Q1 FY22 continued growth as $125.9m the new marketing & TURNOVER $75.2m +67.4% advertising campaign co
Slide 9: Active Customers
ACTIVE CUSTOMERS For personal use only +63.8% Momentum in 39,195 customer acquisition continues ahead of investment in 32,472 incremental marketing expenditure 26,824 25,540 23,927 22,289 20,045 20,217 19,479 Q1 FY20 Q2 FY20 Q3 FY20 Q4 FY20 Q1 FY21 Q2 FY21 Q3 FY21 Q4 FY21 Q1 FY22 INVESTOR PRESENTATI
Slide 10: Australian Marketing Strategy: Above the Line
AUSTRALIAN MARKETING STRATEGY For personal use only Our new brand ABOVE THE LINE campaign is an • Increase investment in marketing will see adaptation of the upweighted media spend led by recently filmed “The Aussie Way” and “Aussies love to Multi” ad successful ‘Bluu-ee’ campaigns which will turboc
Slide 11: Australian Marketing Strategy: Below the Line
AUSTRALIAN MARKETING STRATEGY For personal use only Focus on accelerated BELOW THE LINE growth through key • An increase in digital marketing investment will acquisition periods & see accelerated growth from strategic targeted continual promotion of paid media buying across sporting & news high marg
Slide 12: US Market Entry
For personal use only US MARKET ENTRY INVESTOR PRESENTATION 10 10 NOVEMBER 2021
Slide 13: Current State of Play in US
CURRENT STATE OF PLAY IN US For personal use only Currently 22 states + DC Legal sports betting in the USA with Live Sports Betting. Is Legal in 9 states but not yet operational. Live and legal Active or Pre-Filed Legislation in 3 states. Legal, not yet operational Industry commentators see >40 stat
Slide 14: US Online Sportsbook Sector Exceeding Forecasts
US ONLINE SPORTSBOOK SECTOR EXCEEDING FORECASTS For personal use only • Morgan Stanley’s recent 2025 market size forecast is 2x its Evolution of Morgan Stanley’s 2025 US Sports Betting Market Analysts and Forecast (US$B)2 original estimate as wagering has continued to exceed Operators have expectati
Slide 15: US Market Entry Strategy
US MARKET ENTRY STRATEGY For personal use only Remain agile and proactively seek out Targeting up to five priority US States for initial market entry as new opportunities to grow our footprint to straight B2C wagering provider, establishing an initial footprint take advantage of the dynamic landscap
Slide 16: Questions?
For personal use only QUESTIONS? INVESTOR PRESENTATION 14 14 NOVEMBER 2021
Slide 17: For personal use only
For personal use only INVESTOR PRESENTATION 15 NOVEMBER 2021
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