Jumbo Interactive Limited · ASX:JIN
Jumbo Interactive — Australian Microcap Investment Conference 2013
22 slides from Jumbo Interactive's conference presentation, Oct 23, 2013
Slide 1: Jumbo Interactive
For personal use only Jumbo Interactive Mike Veverka – Founder, CEO and Executive Director 22–23 October 2013
Slide 2: Official Internet Lotteries since 2000
Official Internet Lotteries since 2000 For personal use only Australia • Sales $109 mil • Dividends • Profits Germany • Licences issued • Launching Dec 2013 USA • Positioned for launch • JV with major lottery retailers Mexico • Launching soon
Slide 3: Highlights FY 2013
Highlights FY 2013 (Year to June 30, 2013) For personal use only Total Transaction Value – Lottery Ticket Sales Net Profit After Tax $6.8 million (Like for like basis) Full Year Dividend: $0.03 Market Cap $95 million
Slide 4: Australia: 2000 to 2013
For personal use only 2000: • Jumbo began selling lotteries in Australia 2013: • Sales reach $109 million. • 1.57 million accounts • (11% of population over 18 on the internet) • Very advanced lottery website with features not available anywhere in the world.
Slide 5: Germany launch in December 2013
For personal use only LAUNCH IN DECEMBER 2013: • Received licences in all 16 landers. • Internet lottery market in Germany expected to grow to $1.82 billion over five years. • Jumbo has competitive marketing skills and a competitive software platform. • Experienced team in Germany and Australia. • S
Slide 6: Germany break even in two years
Germany Break even in 2 to 3 years For personal use only Jumbo is profitable and has $16.9 million in net cash reserves. $2 to $3 million cash requirement.
Slide 7: USA: Positioned for Launch
Positioned For personal use only for Launch • $63.5 billion lottery market • 42 states sell lotteries Each state is now working towards selling lotteries on the internet Deals Signed: November 2012: Jumbo forms JV in New York with ex-CEO of NY Lottery to begin providing interactive lottery services
Slide 8: Mexico: Launching soon
For personal use only Launching soon • Significant potential with 110 million people and a strengthening middle class • Lottery Market: $1.3 billion
Slide 9: First mover in an emerging digital market
First mover in an emerging digital market For personal use only $232b Global Lottery Sales Europe $100b Ave 10% Asia USA/Canada/LATAM $52b $75b <1% <1% Australia $5b 8% % lottery sales on the internet
Slide 10: For personal use only
66 Less than 1% of lottery tickets sold today around the world are on the internet. Some countries have already reached 30% internet penetration. Our goal at Jumbo is to be at the forefront of this growth trend." Mike Veverka Founder, CEO and Executive Director
Slide 11: From the Lottery's Perspective
From the Lottery’s Perspective For personal use only Legislature Lottery Government Bricks and Mortar Retailer DIGITAL DISRUPTION UnRegulated Regulated Internet Lottery Internet Lottery e-Retailer e-Retailer
Slide 12: Benefits of Jumbo's Solution
Benefits of Jumbo’s Solution For personal use only • Track record – this model has been working in Australia for years • Publicly listed, reputable company • Member of Industry Associations • Zero cost model for lotteries • Free market model encourages legitimate competition, pushes out unauthorised
Slide 13: Jumbo Worldwide
Jumbo Worldwide For personal use only Munich, Germany San Diego, New York, USA USA Mexico City, Suva, Fiji Mexico Brisbane, Australia Melbourne, Australia
Slide 14: Leadership Team
For personal use only Leadership Team
Slide 15: Year growth
For personal use only 5 year growth
Slide 16: Using Smart Signs to drive immediate sales
Using Smart Signs to drive immediate sales For personal use only
Slide 17: Using digital technology to enhance instants
Using digital technology to enhance instants For personal use only
Slide 18: ASX: JIN share structure
ASX: “JIN” Germany: “JUB” For personal use only Sept 2013 share price: $2.06 Market Cap: $90 mil Shares on issue: 43.5 mil Emp/dir options: 2.4 mil Major Shareholders: 1. Mike Veverka (CEO) 21% 2. Institutional Fund 4% 3. Institutional Fund 4% 10th HY Dividend since 2008: FY Jun 2013: 3.0c FF
Slide 19: Summary
Summary For personal use only • Profitable with dividends after operating in Australia for 13 years. • Licences in Germany and launching in Dec 2013. • Launching in Mexico soon. • Lottery JV in USA positioned for upcoming full internet sales.
Slide 20: Contact
Contact: For personal use only Mike Veverka Founder, CEO and Executive Director Jumbo Interactive Level 1, 601 Coronation Drive Toowong Queensland 4066 Australia Phone: +61 7 3831 3705 mikev@jumbointeractive.com
Slide 21: Disclaimer
Disclaimer For personal use only 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 information provided is not inte
Slide 22: www.jumbointeractive.com
For personal use only www.jumbointeractive.com
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