Frontier Digital Ventures Ltd. · ASX:FDV
Frontier Digital Ventures — Macquarie Emerging Leaders Forum 2022
20 slides from Frontier Digital Ventures's conference presentation, Jun 15, 2022
Slide 1: Macquarie Emerging Leaders Forum Presentation
ASX Code: FDV 15 June 2022 For personal use only Macquarie Emerging Leaders Forum Presentation Frontier Digital Ventures Limited (“FDV” or the “Company”) has been invited to present today at the Macquarie Emerging Leaders Forum in Melbourne. A copy of the presentation that will be given by Founder a
Slide 2: Leading Online Marketplaces in Emerging Markets
rsonal use only LEADING ONLINE MARKETPLACES IN EMERGING MARKETS MACQUARIE EMERGING LEADERS FORUM | 15 JUNE 2022
Slide 3: FDV at a glance
FDV at a glance #1 online marketplaces 16 market leading online marketplaces across 20 high growth emerging markets Large and active users rsonal use only ~250m website sessions and ~200m mobile sessions in 1Q 2022 Record 1Q 2022 revenue on an A$20.2m FDV % share basis, increasing 83% from A$11.0m i
Slide 4: Market Leading Businesses
MARKET LEADING BUSINESSES FDV Group structured across three key geographic regions to support FDV at full potential FDV Group rsonal use only FDV LATAM FDV Asia FDV MENA #1 property portal #1 auto portal Pakistan Pakistan #1 general marketplace #1 general marketplace Morocco Tunisia #1 property port
Slide 5: Portfolio Optimisation Activities
PORTFOLIO OPTIMISATION ACTIVITIES Consolidating ownership across FDV LATAM, with strategic ownership increases across Asia and MENA rsonal use only 100% acquisition of the Moved to majority ownership, leading general classifieds increasing shareholding from portal in Chile 42.0% to 51.1% Jan 21 Feb
Slide 6: Delivering on Our Growth Strategy
DELIVERING ON OUR GROWTH STRATEGY Rapid revenue growth since IPO supports significant equity value creation Portfolio revenue since IPO (FDV % share basis) rsonal use only (A$m) ~88 60.2 Onset of COVID-19 22.3 23.7 14.0 8.5 3.8 FY16 FY17 FY18 FY19 FY20 FY21 Pro forma FY221 1. Pro forma FY22 represen
Slide 7: Growth on a Sustainable Basis
GROWTH ON A SUSTAINABLE BASIS 12 operating companies were EBITDA positive in 1Q 2022 1Q 2022 1Q 2021 rsonal use only FDV EBITDA change EBITDA EBITDA ownership (%) (in absolute terms) A$ (FDV % basis) A$ (FDV % basis) FDV LATAM 325,599 138,568 187,031 InfoCasas 100% 144,040 96,679 47,361 Targeted inv
Slide 8: Technology Roadmap
TECHNOLOGY ROADMAP FDV Group is considering high value applications of AI to create significant value across its portfolio rsonal use only Computer Recommendation Onboarding Predictive vision engine verification pricing Core classifieds Transactions AI models to automatically identify key AI models
Slide 9: Transaction Momentum Building
TRANSACTION MOMENTUM BUILDING Unlocking the value of classifieds leadership to drive transaction volumes and revenue Property and auto transactions facilitated rsonal use only 24,672 Onset of COVID-19 14,368 7,369 5,833 2,880 1,386 387 Pro forma FY16 FY17 FY18 FY19 FY20 FY21 FY221 Note: Figures quot
Slide 10: Transaction Strategy Recap
rsonal use only TRANSACTION STRATEGY RECAP
Slide 11: Strategic Focus on Transactions
STRATEGIC FOCUS ON TRANSACTIONS Compelling opportunity to leverage market leadership positions to drive long-term earnings profile rsonal use only Observed increase in change in consumer behaviour 2022 towards purchasing higher value items online Focus on organic growth initiatives as all Online mar
Slide 12: Case Study – FDV Asia
CASE STUDY – FDV Asia The 'playbook' in action – long-term equity value creation Zameen property transactions facilitated The FDV playbook Zameen’s in action equity value – long-term growth equity value creation rsonal use only Onset of COVID-19 June 2022 Last valuation was in Dec 2020 (i.e. 19 mont
Slide 13: Case Study – FDV LATAM
CASE STUDY – FDV LATAM Proprietary technology powering rapid transaction growth InfoCasas transactions facilitated The FDV playbook Proprietary in action – long-term transaction equity value creation technology rsonal use only Intelligent communication tools Big data interact with InfoCasas 19.1m ye
Slide 14: Realising FDV's Full Potential
REALISING FDV'S FULL POTENTIAL Leveraging the strength of core classifieds to drive transactions and create long-term equity value rsonal use only Monetisation opportunities (not exhaustive) Value $ catalysts FDV continues to explore potential monetisation Market intermediary options to maximise val
Slide 15: Additional Information
rsonal use only ADDITIONAL INFORMATION
Slide 16: Strong Track Record of Long-Term Value Creation
STRONG TRACK RECORD OF LONG-TERM VALUE CREATION rsonal use only • One of the top global online marketplace executives with a strong track record of long-term value creation • Former CEO of iPropertyGroup (ASX: IPP) and General Manager at REA Group • Spearheaded the transformation of iProperty Group
Slide 17: Corporate Overview
CORPORATE OVERVIEW FDV has a strong balance sheet, and its shares are tightly held Share price performance since IPO Substantial shareholders rsonal use only $1.90 Catcha Group (Patrick Grove and Luke Elliott) 11.6% $1.70 Shaun Di Gregorio (Founder and CEO) 9.8% $1.50 Barca Global Master Fund 7.4% $
Slide 18: FDV's Capital Raising History
FDV’S CAPITAL RAISING HISTORY Track record of raising capital efficiently, with shareholder value front of mind FDV’s primary and secondary capital raising history rsonal use only Offer price (A$) 1.50 1.25 0.98 0.78 0.65 0.50 Aug-16 May-18 Dec-19 Jul-20 Oct-20 Dec-21 Market capitalisation at last A
Slide 19: Contact Us
CONTACT US COMPANY Shaun Di Gregorio rsonal use only Founder and CEO P: +60 3 2700 1591 E: shaundig@frontierdv.com INVESTORS Timothy Toner Vesparum Capital P: +61 3 8582 4800 E: frontierdv@vesparum.com PRINCIPAL OFFICE 39-8 The Boulevard Mid Valley City, Lingkaran Syed Putra Kuala Lumpur, Malaysia w
Slide 20: Disclaimer
DISCLAIMER The material contained in this presentation is non-specific and is a summary of the background to the Company's activities. As this information is in a rsonal use only summary form it is not intended to be complete. Independent advice should be sought by investors or potential investors.
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