Slide 1: Internet Lotteries
For personal use only INTERNET LOTTERIES October 2017 Mike Veverka CEO and Founder
Slide 2: Internet Lotteries: Perfect for the Internet
For personal use only INTERNET LOTTERIES 2017 Internet Lotteries Perfect for the Internet Quick Convenient Digital Repetitive Ozlotteries.com
Slide 3: AutoPlay
For personal use only INTERNET LOTTERIES 2017 AutoPlay Highest value customer
Slide 4: Internet Lotteries – A Growing Market
For personal use only INTERNET LOTTERIES 2017 Internet Lotteries – A Growing Market 15% Australian lotto tickets sold on the Internet The UK is 21% up 13% in 2016* Finland is 48% up 17%in 2016^ SOURCE: *Camelot UK Lo-eries Ltd, Company Annual Report and financial statements for the year ended 31 Marc
Slide 5: Trend to Mobile
For personal use only 2017 PRESENTATION Trend to Mobile • Full native purchasing • Results notifications • Apple watch support • 2 years ago 39% • 1 year ago 50% • Now 75% • Over 2 million customer accounts
Slide 6: 5-Star App
For personal use only 2017 PRESENTATION 5-Star App
Slide 7: Social Media
For personal use only 2017 PRESENTATION Social Media Facebook Instagram 1,703 Followers Twitter 1,572 Followers
Slide 8: Younger Demographics
For personal use only 2017 PRESENTATION Younger Demographics THIS IS A TITLE
Slide 9: Charity Lotteries
For personal use only 2017 PRESENTATION Charity Lotteries • Complimentary to the National games. • High Growth.
Slide 10: Charity Lotteries
For personal use only 2017 PRESENTATION Charity Lotteries • Sold as an “Add-on” to National lotteries • AutoPlay is popular.
Slide 11: ASX Listed
For personal use only 2017 PRESENTATION ASX Listed THIS IS A TITLE • ASX:JIN • Major Shareholders: - Founder 19% - Tatts Group 13% - Listed since 1999
Slide 12: Industry Leaders
For personal use only 2017 PRESENTATION Industry Leaders Jumbo is aligned very closely with the largest and most dominant THIS IS A TITLE company in the Australian Gaming Industry. - Long term contracts until 2022 - Tatts invested $15.6 mil - Tatts + Tabcorp $11 bil merger
Slide 13: FY 2017 – Trading
For personal use only 2017 PRESENTATION FY 2017 – Trading TTV – Ticket Sales $145m Revenue $32.4m NPAT – ConInuing OperaIons $7.6m NPAT – Group $5.64m Fully Franked Dividend 8.5c
Slide 14: Balance Sheet Jun 2017
For personal use only 2017 PRESENTATION Balance Sheet 30 Jun 2017 A$ mil Strong cash and asset position Current Assets 43.9 May 2017 Non-current Assets 12.8 Tatts invests $15.6 mil July 2017 TOTAL ASSETS 56.7 Special Dividend 15.0c Current LiabiliIes 13.5 ($7.7 million) Non-cur LiabiliIes 0.3 Septem
Slide 15: Growth 17% CAGR over years
For personal use only 2017 PRESENTATION Growth 17% CAGR over 7 years • Major Jackpot prizes (over $15m) are a key driver of sales. THIS IS A TITLE • 17% compound annual growth rate in the flagship website OzLotteries.com . • Comparing like-for-like jackpots, sales are growing consistently. FY 13 FY
Slide 16: Jumbo Growth - Like-for-Like Jackpots
For personal use only 2017 PRESENTATION Jumbo Growth - Like-for-Like Jackpots THIS IS A TITLE
Slide 17: Good start to FY18
For personal use only 2017 PRESENTATION Good start to FY18 • 8 Major THIS ISJackpots A TITLE in Q1 FY18 (8 Q1 FY17) • $32m Average Major Jackpot Q1 FY18 ($25m Q1 FY17) FY 13 FY 14 FY 15 FY 16 FY 17 TTV $mil 110 107 129 153 145 Revenue $mil 25.9 24.8 29.1 34.1 32.4 Major Jackpots 38 36 34 45 31
Slide 18: RealLotteries.com.au
For personal use only RealLotteries.com.au
Slide 19: Synthetic Lotteries
For personal use only 2017 PRESENTATION Synthetic Lotteries Jumbo supports the campaign against Lottoland Not a level playing field Lottoland pays no State or Territory lottery taxes Payout transparency Customer confusion
Slide 20: 2018 – The Year Ahead
For personal use only 2017 PRESENTATION 2018 – THE YEAR AHEAD Build on the strong relationship with the Tatts Group More games to sell Tabcorp-Tatts merger could open up new opportunities Better performance from the OzLotteries App and Website Improve data analytics for more active customers Charity
Slide 21: The Jumbo Team
For personal use only 2017 PRESENTATION The Jumbo Team ASX: JIN October Level 2015 1, 601 Coronation Drive Toowong QLD 4066 NASPL – Dallas Australia APLA – Seoul Ph: +61 7 3831 3705 mikev@jumbointeractive.com
Slide 22: Disclaimer
For personal use only 2016 AGM PRESENTATION DISCLAIMER The information contained in this presentation is of a general nature only. Its purpose is to provide an overview of the activities of Jumbo and has not been prepared having regard to your objectives, financial situation or needs. The informatio