Enthusiast Gaming Holdings Inc · TSX:EGLX
Enthusiast Gaming — Investor Presentation (May 2020)
20 slides from Enthusiast Gaming's investor presentation, May 2020
Slide 1: Gamers Live Here
Gamers Live Here Investor Presentation May 2020 TSX: EGLX OTC: ENGMF FSE: 2AV
Slide 2: Disclaimer
Disclaimer CAUTIONARY STATEMENTS This presentation is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. The information contained herein has been prepared for the purpose of providing interested parties with general information to
Slide 3: Mission
MISSION We are building the world’s largest platform of communities for gamers and esports fans Page 3
Slide 4: Enthusiast in the Media
ENTHUSIAST IN THE MEDIA CNN Interview: Richard Sherman & Menashe Kestenbaum, President of Enthusiast With people being forced to stay at home to prevent the spread of COVID-19, Enthusiast Gaming has seen a dramatic increase in the number 'Engaging Hardcore Gamers': Enthusiast Brings To Market The Bi
Slide 5: Investment Highlights
INVESTMENT HIGHLIGHTS 01 Platform with global reach of over 200M avid gamers monthly Capitalizing on the Social Revolution and changes in how Gen Z 02 and Millennials consume content Diverse asset mix of media, esports & entertainment, more touch 03 points than any other gaming company 04 Robust mon
Slide 6: The Social Revolution
THE SOCIAL REVOLUTION By building gaming communities, Enthusiast is well positioned for the social revolution, the uprising of the Gen Z and millennials and the changes in how content is consumed GENERATION “Z” REPRESENT AS GAMERS GAMING IS DOMINANT ENTERTAINMENT SOURCE 1.9 billion Gen Z globally. 6
Slide 7: The Importance of Communities
THE IMPORTANCE OF COMMUNITIES CREATING COMMUNITIES FOR SUPER GAMERS Enthusiast audience engages with communities as part of their daily routine. Gaming is a part of who they are. Audience spends average of 33 minutes a month on network. UNDUPLICATED MEDIA AUDIENCE Unique niche communities of gamers
Slide 8: Enthusiast Audience "Super Gamers"
ENTHUSIAST AUDIENCE “SUPER GAMERS” 65% SPEND 15+ HOURS PER WEEK GAMING WHAT IS A 67% BUY 7+ GAMES PER YEAR SUPER GAMER? Enthusiast is home to a diverse group of the most influential and passionate gamers across 48% the globe. Our network is a vital part of their DON’T USE FACEBOOK daily routines 63%
Slide 9: Enthusiast Audience Demographics
ENTHUSIAST AUDIENCE DEMOGRAPHICS GENDER 73% 27% MALE 43% FEMALE OF MALES 18-34 VISIT ENTHUSIAST GAMING SITES EACH MONTH AGE 40% 30% ARE MILLENNIALS ARE GEN Z Source: Comscore Media Metrix Multi-Platform, Desktop 2+, Mobile 13+, US, [P] Source: Comscore Custom Reporting, (E) Enthusiast Gaming Network
Slide 10: More Touchpoints to Gamers
MORE TOUCHPOINTS TO GAMERS Our diverse platform of sticky communities engage with more gamers than any other gaming company. We offer a 360 degree approach across our integrated assets to reach “super gamers” 100 900 7 50 ~30 TOTAL GAMING SITES PROFESSIONAL INFLUENCERS & YOUTUBE CHANNELS LIVE EVENTS
Slide 11: Revenue Synergies
REVENUE SYNERGIES We provide custom, targeted marketing programs for advertisers trying to engage with the lucrative gamer demographic. Our diverse asset mix provides more touch points to gamers across multiple revenue streams and reaches more gamers than any other gaming company in North America ME
Slide 12: Entertainment Division
ENTERTAINMENT DIVISION THE LARGEST B2B GAMES EVENT & THE LARGEST VIDEO GAMING EXPO IN THE BIGGEST DEDICATED MOBILE GAMES CANADA EVENT IN EUROPE CORPORATE PARTICIPANTS: 2,500 +100 30,000 +200 5.6M INDUSTRY ATTENDEES IN DELEGATES SPONSORS EXHIBITORS VIEWERS ONLINE OCT. 2019 Page 12
Slide 13: Luminosity Gaming esports division
Enthusiast’s esports division, Luminosity Gaming, is a leading global esports organization and valuable content engine for Enthusiast’s platform Leverage Luminosity’s esports assets to create VIP experiences and engaging content 50 7 60M ESPORTS & GAMING PROFESSIONAL SOCIAL MEDIA FANS INFLUENCERS ES
Slide 14: Celebrity Shareholders & Ambassadors
CELEBRITY SHAREHOLDERS & AMBASSADORS Play in livestreams, appear at live activations, create unique content, and work with Enthusiast to partner with some of the largest brands in the world TORY RICHARD DJ ZHU LANEZ SHERMAN 9.3MM 5.9MM 3M SOCIAL FOLLOWERS VIEWERS ON VIRTUAL LIVE SOCIAL FOLLOWERS CON
Slide 15: Growth Opportunities
GROWTH OPPORTUNITIES INCREASE REVENUE PER USER 01 • Goal: Revenue per Viewer of $0.40 • Q3 19- $0.10 /Q4 19 - $0.13 / Q1 20 - $0.10 (seasonally high) 06 02 DIRECT SALES MERGERS + ACQUISITIONS • Drive revenue / viewer through • Accretive acquisition strategy to direct relationships with brands scale
Slide 16: Q1 2020 Financial Highlights
Q1 2020 FINANCIAL HIGHLIGHTS KEY Q1 2020 FINANCIAL HIGHLIGHTS: • Record Q1 total revenue of $7.1 million, compared to $10 million in Q4 2019 and $6.3 million in Q3 2019 (pro forma) • Q1 revenue exceeded management’s expectations, driven by the media division outperforming despite the slower seasonal
Slide 17: Per User Value Comparison
PER USER VALUE COMPARISON Enthusiast is Significantly Undervalued Compared to Other Media Platforms REDDIT 330M USERS $3B 330M $9.09 $100M REVENUE Approx Valuation Users Value Per User TWITCH 100M USERS $1B* 100M $10 $14M REVENUE Approx Valuation Users Value Per User DISCORD 200M USERS $2B 200M $10
Slide 18: Key Management & Directors
KEY MANAGEMENT & DIRECTORS Menashe Francesco Aquilini Adrian Montgomery Kestenbaum Chairman CEO & Director President & Director MD, Aquilini Investment Group. Owner of Former President of Aquilini Entertainment the Vancouver Canucks & Rogers Arena Served as Alternate Governor for the NHL Founder of
Slide 19: Capital Structure
CAPITAL STRUCTURE TSX: EGLX FSE: 2AV CAP TABLE OTCQB: ENGMF Shares 74,211,977 Current Share Price: $1.40 Warrants 4,521,235 Market Cap: ~$120M (fully diluted) Options 3,585,848 Convertible Debenture 2,970,297 Insider Holdings: ~27% Fully Diluted 85,289,357 As at May 14, 2020 All $ Figures in CAD Pag
Slide 20: Thank You!
THANK YOU! JULIA BECKER HEAD OF INVESTOR RELATIONS jbecker@enthusiastgaming.com TSX: EGLX OTC: ENGMF FSE: 2AV
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