Slide 1: Investor Presentation July 2021
Investor Presentation July 2021 ASX: YOJ Visibility Accountability Control YOJEE SaaS LOGISTICS – See The World Flow www.yojee.com
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Yojee Limited (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any informati
Slide 3: Corporate Highlights
CORPORATE HIGHLIGHTS 3 Yojee Logistics Platform fully functional and currently supporting significant demand for implementation of digitised logistics hubs Ed Clarke 3 Global Enterprise Clients Contracted Co-founder & MD and Generating Revenue in SE Asia (Global top 10 freight forwarders operating in
Slide 4: Yojee's Growing Network Effect
YOJEE’S GROWING NETWORK EFFECT 4 Enterprise Client Country Hub Subcontractor Network Investor Presentation : July 2021
Slide 5: Meet Yojee
5 MEET YOJEE Yojee exists to facilitate the flow of freight movements into a single ecosystem, making the complex process of managing land transport simple and accessible to all players The and reduce carbon emissions for a greener Platform planet. Powered by AI and Machine Learning ● Visibility Inco
Slide 6: Optimising for a Better Planet
OPTIMISING FOR A BETTER PLANET 6 CO2 STOP GROW 89% Increase in delivery Child Labor Green strategies improve efficiency & 30% reduction Supporting control of top line and align with cost in distance travelled responsible supply chains savings Yojee exists to see the world flow. We set out to create th
Slide 7: The Yojee Platform
7 THE YOJEE PLATFORM vs Traditional Broken Model Yojee Seamless SaaS Platform ‘The Black Hole’ HUB ● Little to no visibility ● Inefficient communication ● Long cash cycle SUPPLIER HUB SUPPLIER ● Manual planning How quickly ● Labour intensive can we get a vehicle? We need one ASAP? HUB HUB Orders Proc
Slide 8: Challenges Addressed in One Platform
CHALLENGES ADDRESSED IN 8 ONE PLATFORM TENS OF THOUSANDS OF ROUTES EXPERTLY OPTIMISED AND ASSIGNED IN SECONDS Add Rules And Be On Time Delight your customers while executing against a large number of rules such as narrow delivery time windows. Large Operations Made Easy Solve large scale operations
Slide 9: Plan & Re-route on Demand
9 PLAN & RE-ROUTE ON DEMAND Expertly optimized route plans in seconds Control to make decisions on the fly. Timeline Drag and drop orders instantly to replan and adjust. Plan, Respond and Adapt Plan in advance or adjust on the fly. Late Orders Solved Add late orders to routes and re-optimise. Investor
Slide 10: Process Orders Easily & Rapidly
PROCESS ORDERS EASILY & RAPIDLY 10 User Friendly Interface Simple user experience, create delivery bookings in seconds. Booking Page Intuitive customer facing booking and tracking portal. Seamless API Integration Integrates with any platform including ERPs, Cargowise, Customer Systems and much more.
Slide 11: Driver Mobile App with Powerfully Simple Route Visualisation
DRIVER MOBILE APP WITH 11 POWERFULLY SIMPLE ROUTE VISUALISATION AND COMMUNICATION Automatic Route Planner and Visualisation Improves delivery times, reduces administration and avoid wasted mileage. Improved Communication With Drivers & Dispatchers In-app direct messaging empowers real time communica
Slide 12: The Yojee Network Effect
THE YOJEE 12 Network Growth Model NETWORK EFFECT ● ● Land and expand Seamless ecosystem ● Lower cost structure ● Operational Savings ● Procurement savings ● Group level visibility and efficiency gains Investor Presentation : July 2021
Slide 13: Powering Asia - Penetration & Opportunity
POWERING ASIA - 13 Yojee Platform active PENETRATION & Undergoing implementation Commercially Agreed, yet to commence deployment. OPPORTUNITY JAPAN NEW ZEALAND Yojee Platform network rollout - based on existing 3 contracted global Enterprise Clients TAIWAN (3 year operational pathway, across Asia, 1
Slide 14: Great Scale
GREAT SCALE 14 Achieved in last 12 months2 Addressable - medium term 4,000,000+ 3 year operational pathway Existing Customer TAM1 (based on existing 3 global Enterprise Clients) $100bn Freight movement transactions processed by 19 Countries in APAC Existing Industry TAM Yojee Platform. 126 HUBS US$9
Slide 15: Future in Numbers
FUTURE IN NUMBERS 15 Yojee Platform rollout 1. Expanding beyond current countries within existing 3 global Enterprise Clients’ global footprints 2. Signing agreements with additional Enterprise Clients (global freight forwarders and domestic leaders) 3 126 $300K p.a. TARGET HUBS PER APAC TARGET HUBS
Slide 16: Addressable Market Verticals
ADDRESSABLE MARKET VERTICALS 16 Yojee is uniquely positioned to capture the global logistics market, which accounts for 12% of global GDP and is uniquely positioned to make complex processes simple e-Commerce, 3PL - Forwarding Haulage Contract Logistics 4PL First Mile & Last Mile Distribution $580 b
Slide 17: We Solve End to End
WE SOLVE END TO END 17 Cost Per Movement The further a parcel travels and legs required, the higher cost per kilogram. However due to this, last mile is the most profitable segment if well planned. PROFIT Yojee optimises across many legs and multiple variables, resulting in lower costs and improved p
Slide 18: Strong Defendable Position
STRONG DEFENDABLE POSITION 18 CONNECTED NETWORK INSIGHTFUL ● GLOBAL LEADERS ACT AS ● NETWORK DATA IS ● PARTNERS AND MARQUEE MEMBERS OF CAPTURED AND STORED TO SUBCONTRACTORS CAN NETWORK PROVIDE INSIGHTS AND CONNECT IN UNDER 30 SECONDS WITH THE CLICK REPORTS ● OVER A HUNDRED OF A BUTTON PARTNERS ALREA
Slide 19: Unique Support for End to End Logistics
19 UNIQUE SUPPORT FOR END TO END LOGISTICS FI RS World’s largest global supply chain leaders TM ILE Yojee is working with several of the world’s largest global supply chain leaders with over $100 Billion in combined annual revenue. Seamless integration CARTON TRANSPORT/ PALLET DRIVER Our technology
Slide 20: Capital Structure
CAPITAL STRUCTURE 20 Shares on issue1 1,112,518,578 at 1 July 2021 46.8% Top 20 Holders Market cap $211m at 1 July 2021 1 July 2021 53.2% Others Cash at bank $19.8m at 31 March 2021 1 Excluding unquoted options and performance rights totalling 46,678,943 Investor Presentation : July 2021
Slide 21: Meet the Yojee Leadership Team
MEET THE YOJEE LEADERSHIP TEAM 21 Ciarán is an FCCA qualified CFO Mark has over 25 years of Ed has led Sales and Marketing and with 15 year's experience mainly in experience in Technology and raised funding from Asia and investment banking and Logistics globally, with a strong Silicon Valley with two
Slide 22: Meet the Yojee Directors and Advisory Board
MEET THE YOJEE DIRECTORS 22 AND ADVISORY BOARD Board of Directors Chairman Non-Executive Director Non-Executive Director Company Secretary David Morton Ray Lee Gary Flowers Sonu Cheema David is a corporate banker with a career Ray is a port management executive with over forty Gary started his caree
Slide 23: Appendix
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Slide 24: Enterprise Client Key enterprise and expansion agreements
Appendix 1 24 Strong Defendable Position Enterprise Client (global top 10 freight forwarders) Key enterprise and expansion agreements Current 3 Enterprise Client agreements and ongoing expansion agreements ● New Enterprise Client agreement: ASX announcement, 15/5/2019 ○ Scope extended: ASX announcem
Slide 25: Revenue Model Guide
Appendix 2 25 PLATFORM SUBSCRIPTION PLUS TRANSACTION FEE SME REVENUE MODEL GUIDE $0.20 per Parcel $400-1,500+ monthly 2-3 YEARS TYPICAL CONTRACT LIFETIME $0.40 per Pallet per hub + transactions. $1.20 per Container Small & Med. Business Yojee has invested heavily in building enterprise grade technol
Slide 26: See The World Flow
Investors and media Glen Zurcher +61 420 249 299 investor@yojee.com Investor centre: https://yojee.com/company/investors/investors-summary/ CEO podcasts: https://yojee.com/company/podcast/ BLOG: https://yojee.com/company/blog/ www.yojee.com See The World Flow