Pointsbet Holdings Ltd. · ASX:PBH
Pointsbet — Investor Presentation (July 2020)
11 slides from Pointsbet's investor presentation, Jul 28, 2020
Slide 1: Q4 FY2020 Business Update
PointsBet Q4 FY2020 Business Update July 2020
Slide 2: Important notice and disclaimer
Important notice and disclaimer This document and any oral presentation accompanying it has been prepared in good faith, however, no express or implied representation or warranty is given as to the accuracy or completeness of the information in this document, in any accompanying presentation or in a
Slide 3: Key Highlights
Key Highlights ▪ Strong quarterly performance for the ▪ Issued a Temporary Operating Permit by the Illinois Australian Trading business with Q-on-Q Net Gaming Board(2) Win growth of 109% ▪ Execution of an agreement in Australia to become ▪ Record quarterly Net Win achieved for the the exclusive wage
Slide 4: Strong Growth Across Key KPIs
Strong Growth Across Key KPIs Group Australia US Q4 FY19 Q4 FY20 PCP Increase Q4 FY19 Q4 FY20 PCP Increase Q4 FY19 Q4 FY20 PCP Increase A$349.4m A$302.9m A$221.3m TURNOVER A$167.8m A$53.4m A$46.5m 58% 80% 13% A$33.5m A$32.4m A$1.2m NET WIN A$7.4m 356% A$7.5m 330% (A$0.2m) n.m. 2.5% 9.6% 10.7% NET WI
Slide 5: PointsBet Australia
PointsBet Australia PointsBet Australia – Quarterly & PCP Performance (A$m) ✓ Strong quarterly performance for the Key metrics Q4 FY20 Q4 FY19 Increase on PCP Australian Trading business with Q-on-Q Net Win growth of 109% Turnover 302.9 167.8 80.5% ✓ Record quarterly Net Win achieved for the Gross W
Slide 6: PointsBet US
PointsBet US PointsBet United States – Quarterly & PCP Performance (A$m) Key metrics Q4 FY20 Q4 FY19 Increase on PCP ✓ Net Win across the quarter of A$1.2m, was impacted by all 4 major US sporting leagues Turnover 46.5 53.4 (12.9%) being absent for Q4 FY2020 Gross Win 1.6 1.3 29.4% ✓ FY2020 Net Win
Slide 7: Active Clients
Active Clients(1) Clients who have bet in the last twelve months Active Clients Australia Active Clients US Active Clients impacted due to sporting suspensions in Q3 & Q4 FY2020 + 9% 111,361 106,046 102,155 + 74% 20,939 87,391 21,141 22,716 80,008 15,380 65,031 11,544 8,243 45,863 35 90,422 32,913 8
Slide 8: Partnership with Detroit Tigers
Partnership with Detroit Tigers Comerica Park ▪ Announced on 3 July 2020 a multi-year partnership with the Detroit Tigers ▪ First sports betting partnership for any MLB franchise ▪ First sports betting partnership for a professional sports team within Michigan ▪ Secured branding at Comerica Park and
Slide 9: Ready for Illinois In-person Launch Period
Ready for Illinois In-person Launch Period Major cities Casino (10) Arlington Park Arlington Park • Illinois has legislated an in- ▪ c. 41km / 26mi from Downtown Chicago Hawthorne Race Course Fairmount Park person sign-up period for the Sports facility first 18-months of sports wagering operations G
Slide 10: Quarterly Cash Flows
Quarterly Cash Flows Group Cash Flows (A$m) Q4 FY2020 FY2020 Receipts from Customers 33.4 82.0 Cost of Sales (11.2) (33.1) Sales and Marketing (9.3) (34.6) Staff Costs (6.7) (29.4) Administration and Corporate Costs (5.4) (16.2) Change in Player Cash Accounts 1.9 0.2 Other operating cash flow 0.3 0.
Slide 11: Remaining Focused on our Vision
Remaining Focused on our Vision ✓ Well capitalised with A$135.4m of corporate cash at 30 June 2020. The Company has no borrowings ✓ Australian Trading business delivered consecutive positive EBITDA quarters (Q3 and Q4 FY2020) ✓ In Australia, continue to opportunistically take advantage of industry c
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