Aimia Inc. · TSX:AIM

Aimia — Shareholder Meeting (May 2022)

20 slides from Aimia's shareholder meeting presentation, May 6, 2022

  1. Slide 1: Annual General Meeting

    ANNUAL GENERAL MEETING 6 May 2022

  2. Slide 2: Today's Speakers

    TODAY’S SPEAKERS David Rosenkrantz, Philip Mittleman, Michael Lehmann, Chairman Chief Executive Officer President © 2022 Aimia. All rights reserved. 2

  3. Slide 3: Forward-Looking and Cautionary Statements

    FORWARD-LOOKING AND CAUTIONARY STATEMENTS This presentation contains statements that constitute "forward-looking information" within the meaning of Canadian securities laws ("forward-looking statements"), which are based upon our current expectations, estimates, projections, assumptions and beliefs.

  4. Slide 4: Non-GAAP Financial Measures

    NON-GAAP FINANCIAL MEASURES Aimia does not present Non-GAAP financial measures for its consolidated results. However, in order to complement the analysis of the financial performance of its investments, certain Non- GAAP measures are presented. A reconciliation to Kognitiv’s Adjusted EBITDA to its m

  5. Slide 5: Philip Mittleman, Chief Executive Officer

    PHILIP MITTLEMAN CHIEF EXECUTIVE OFFICER

  6. Slide 6: 2021 Strategic Highlights

    2021 STRATEGIC HIGHLIGHTS* Successfully shepherding PLM through Aeromexico’s bankruptcy Transformed an illiquid holding (BIGLIFE) into a valuable source of additional liquidity New exciting investments, including TRADE X, Special Overall, 2021 was Purpose Vehicle an exciting year which positioned us

  7. Slide 7: 2022 Key Priorities

    2022 KEY PRIORITIES 1 2 3 Investing in cash Maximizing the Opportunistic flow generating value of our existing common share businesses investments repurchases Minority or majority stakes in one Employ an active owner’s mentality Allocate up to $75 million of the or more cash generating through Board

  8. Slide 8: Michael Lehmann, President

    MICHAEL LEHMANN PRESIDENT

  9. Slide 9: FY 2021 Operational Highlights: PLM

    FY 2021 OPERATIONAL HIGHLIGHTS: PLM* Gross Adjusted Billings EBITDA(1) PLM continued to demonstrate strong +26% YoY +47% YoY recovery in its operating US$186.9 US$55.6 performance in 2021 million million *This presentation contains both IFRS and non-GAAP financial measures. Non-GAAP financial measur

  10. Slide 10: FY 2021 Operational Highlights: Kognitiv

    FY 2021 OPERATIONAL HIGHLIGHTS: KOGNITIV* Revenue(1) Adjusted EBITDA(2) Kognitiv continues to focus on maximizing revenue growth from existing clients and $56.4 $(45.1) converting its million million pipeline to add new subscription-based clients *This presentation contains both IFRS and non-GAAP fi

  11. Slide 11: FY 2021 Operational Highlights: Clear Media

    FY 2021 OPERATIONAL HIGHLIGHTS: CLEAR MEDIA* Revenue EBITDA(1) Clear Media is a high-quality business that stands to benefit +22% YoY +37% YoY from its sizeable market position and RMB 1.26 RMB 689.8 billion million enhanced digital offering *EBITDA is a non-GAAP measure. A reconciliation to the mos

  12. Slide 12: FY 2021 Operational Highlights: TRADE X

    (1)(2) FY 2021 OPERATIONAL HIGHLIGHTS: TRADE X Gross vehicle Cars sold TRADE X continues to sales (total volumes) grow at a remarkable rate through acquisitions and organic growth, as it +273% YoY +468% YoY opens new global trade corridors to $275.1 million 7,845 facilitate cross-border automotive t

  13. Slide 13: Philip Mittleman, Closing Remarks

    PHILIP MITTLEMAN CLOSING REMARKS

  14. Slide 14: David Rosenkrantz, Chairman

    DAVID ROSENKRANTZ CHAIRMAN

  15. Slide 15: Formal Business of Meeting

    FORMAL BUSINESS OF MEETING 1. 2021 Financial statements 2. Election of Directors 3. Auditor appointment 4. Say-on Pay Advisory resolution © 2022 Aimia. All rights reserved. 15

  16. Slide 16: Aimia Director Nominees for Election

    AIMIA DIRECTOR NOMINEES FOR ELECTION Karen Sandra Michael Jon Basian Hanington Lehmann Mattson Philip David Jordan Mittleman Rosenkrantz Teramo © 2022 Aimia. All rights reserved. 16

  17. Slide 17: AGM Preliminary Results

    AGM PRELIMINARY RESULTS

  18. Slide 18: Q&A

    Q&A

  19. Slide 19: Slide 19

  20. Slide 20: Clear Media Non-GAAP Financial Measure and Reconciliation

    CLEAR MEDIA NON-GAAP FINANCIAL MEASURE AND RECONCILIATION TO DIRECTLY COMPARABLE GAAP MEASURE* (1) Twelve months ended 31-Dec-21 31-Dec-20 Income (loss) before tax (54.0) (333.5) Add: -Financial costs 122.4 145.8 -Depreciation of items of property, plant and equipment 9.2 13.6 -Amortisation of conce

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