Elys Bmg Group, Inc. · OTC:ELYS
Elys Bmg — Elys Game Technology — Investor Presentation (March 2021)
20 slides from Elys Bmg's investor presentation, Mar 19, 2021
Slide 1: Investor Presentation March 2021
Nasdaq | ELYS NEO | ELYS A Premier Sports Betting & I-Gaming Company INVESTOR PRESENTATION MARCH 2021 1
Slide 2: Disclaimer
| Investor Presentation Disclaimer This presentation contains certain forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are identified by the use of the words “could,“ ”believe,” “anticipate,” “intend
Slide 3: At a Glance
| Investor Presentation At a Glance • Elys Game is a fully integrated, turnkey end to end international gaming technology company providing an innovative, world class Betting and i-Casino platform for land based and digital gaming operators. • A team of approximately 100 people between San Francisco
Slide 4: Management
| Investor Presentation Management Michele (Mike) Ciavarella Matteo Monteverdi Executive Chairman President and CEO ✓ Joined Elys Game Technology in September 2020 ✓ Joined Elys Game Technology in 2011 ✓ Sportradar (US President) ✓ Managed Funds Association (Investment Portfolio Manager) ✓ IGT (Seni
Slide 5: Business Highlights
| Investor Presentation Business Highlights $500M $37M +44% 2020e LTM* 2020e LTM* Year-over-year Wagers Revenue revenue growth USA 3 Market $120M Operational Market Expansion Brands Capitalization Underway (as of March 15’21) Note: LTM = Last Twelve Months Source: (1) Eilers and Krejcik Gaming (2019
Slide 6: Product Differentiators
| Investor Presentation Product Differentiators ▪ State of the art technology based on microservices ▪ Highly scalable architecture with limited footprint ▪ Truly multichannel digital capabilities ready to be integrated with retail-based system and operations ▪ Digital experience at the retail locat
Slide 7: End-to-end Solution
| Investor Presentation End-to-end Solution Our Business Model for the U.S. • Risk Management • Trading Services • Financial Management • Field Services • Customer Management • Reporting • Content Management • Customer Service Back Office Front End Customer • Management • 24/7 Service • Digital • Pa
Slide 8: Market Driven B2B2C Demand
| Investor Presentation Market Driven B2B2C Demand ELYS Goal: become the #1 supplier to U.S. B2B2C betting operators across the nation Innovative 3rd party Over 15,000 / TECHNOLOGY integrations Set Payout & Set Odds month in-play By sports league, bet market and events match status Dedicated pricing
Slide 9: Facilitating Digital Transformation
| Investor Presentation Facilitating Digital Transformation i-gaming solution – is a complex ecosystem LAND-BASED i-gaming CASINO player CASINO Converting a casino sportsbook patron into a digital player is not a simple process Platform Sports i-Gaming Support Services 9
Slide 10: Integrated Technology Matrix
| Investor Presentation Integrated Technology Matrix …that requires orchestration with best-in-class partners Sports Data LAND-BASED Affiliates Integrity Feed i-gaming CASINO player Virtual Risk CASINO i-Casino Management Currency Wallet Sports Payments Back-Office Book CRM Marketing Aggregation KYC
Slide 11: U.S. Market Opportunity
| Investor Presentation U.S. Market Opportunity Live in 2018 Live in 2019 - 2020 Live in 2020 - 2022 Live in or after 2023 Unlikely to Pass Wave 1 Wave 2 Wave 3 Wave 4 Wave 5 Delaware* Arkansas Connecticut Alabama Alaska Mississippi Colorado Kansas Arizona Hawaii District of Columbia California Neva
Slide 12: U.S. Market Opportunity
| Investor Presentation U.S. Market Opportunity The U.S. Sports Betting and i-Gaming Market Estimated to be $30 - $35 Billion at Maturity Total Addressable Market for U.S. Sports and i-Gaming has Significant Potential $. Billions Acceleration of gaming legislation at state level 30 - 35 Increased ad
Slide 13: Driving Value to U.S. Operators
| Investor Presentation Driving Value to U.S. Operators First mover advantage: Elys’ first U.S. rollout - Washington, D.C. - Targeting Q2-2021 (subject to licensing approval) Elys is well positioned to capture market share in Washington, D.C. - slated to be one of the most promising opportunities in
Slide 14: U.S. Go to Market Strategy
| Investor Presentation U.S. Go to Market Strategy ▪ Capture larger piece of value chain with effective B2B2C revenue model ▪ Technology has been optimized to fit the Sports betting legislation in the U.S. ✓ Under contract in two states and in progress with multi- jurisdictional license ▪ Certificat
Slide 15: Balance Sheet
| Investor Presentation Balance Sheet September 30, December 31, 2020 2019 Cash and cash equivalents $ 10,572,496 $ 5,182,598 Total Assets $ 31,573,410 $ 27,825,182 Total Debt $ 407,691 $ 4,582,202 Total Liabilities $ 14,352,623 $ 19,023,897 Total Liabilities & Stockholders’ Equity $ 31,573,410 $ 27
Slide 16: Robust Operations
| Investor Presentation Robust Operations In Thousands 9 mo YTD 12/31/2016 12/31/2017 12/31/2018 12/31/2019 (,000's) 9/30/2020 Total Turnover (Gross Wagers) $ 121,952 $ 218,520 $ 413,226 $ 454,133 $ 353,745 Total Revenue $ 8,898 $22,865 $ 34,575 $ 35,583 $ 24,682 Selling expenses $ 5,846 $ 14,672 $
Slide 17: Goals and Milestones
| Investor Presentation Goals and Milestones ➢ Plan to establish first regulated Class B sports book locations in the District of Columbia with additional locations to follow across the U.S. ➢ Continued growth through installation of additional self-service point of sale terminals throughout Italy ➢
Slide 18: Highly Scalable Business Model
| Investor Presentation Highly Scalable Business Model Pro-Forma/Annualized Est. Near-Term Goal Est. Mid-Term Goal Run-Rate (1-2 Years) (3-5 Years) Revenue ~$37M $50M+ $100M+ Gross Margin (All Products) ~6.5% ~12% ~18% Operating Margin - 8%-12% 16%-18% ➢ Modern, micro-services tech architecture faci
Slide 19: Key Statistics
| Investor Presentation Key Statistics Ticker: ELYS Exchange: NASDAQ Share price (as of 03/15/21): $6.46 Common stock outstanding (as of 03/15/21): 21.5 M Market capitalization (as of 03/15/21): $130 M Stock options (weighted average strike price $2.86) (as of 9/30/20) 1.6 M Warrants (weighted avera
Slide 20: www.elysgame.com
w w w. e l y s g a m e . c o m ELYS | NASDAQ and NEO LISTED 20
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