Fatfish Group Ltd. · ASX:FFG
Fatfish — Investor Presentation (January 2024)
26 slides from Fatfish's investor presentation, Jan 17, 2024
Slide 1: Incubating Next-Gen Disruptive Tech Businesses
For personal use only Incubating Next-Gen Disruptive Tech Businesses Investor Presentation January 2024
Slide 2: Forward Looking Statement Notice
Forward LOOKING FORWARD Looking Statement STATEMENTNotice NOTICE The information contained in this document (this “Presentation”) has been prepared by Fatfish Group Limited, an For personal use only Australian corporation (the "Company"). This Presentation is being provided for the sole purpose of pr
Slide 3: Company Overview
Company Overview Fatfish Group Limited (ASX:FFG) For personal use only ASX listed tech focussed venture firm incubating future leaders in digital entertainment, fintech, and ecommerce, and applying generative AI technologies in these sectors O LI Fatfish Applied O iCandy Interactive AI Driven Gaming AI
Slide 4: Our Investment Approach: Building Businesses From Seed to Exit
Our Investment Approach Building Businesses From Seed to Exit For personal use only ORIGINATION SCALING UP IPO / EXIT ROUTE ● Identifying promising ● Helping to develop business ● Growth or exit strategy via technology business models models and growth capital markets through IPO. and evaluating the
Slide 5: Core Business Operation
Core Business Operation For personal use only Select Investee Companies: Investment + Incubation Services Traditional Video Games Fintech Businesses Fatfish Applied AI Lab Working with existing investees / subsidiaries to use Applied Generative AI technology to : New Business Opportunities Many new p
Slide 6: New AI Driven Business Opportunities
New Artificial Intelligence (AI) Driven Business Opportunities Some immediate areas identified via incubation through the How big is the Social Casino Industry For personal use only Fatfish Applied AI Lab: The global Social Casino market size was valued at US$10 billion in 2021 and is expected to expan
Slide 7: New AI Driven Business Opportunities: The Fatfish Advantage
New AI Driven Business Opportunities For personal use only Advantages of Fatfish's Capabilities in Opportunities to use Generative AI Social Casino Games Business in Social Casino Games Fintech Business • Improved efficiency Assets • Scalability • New Interaction Possibility Generative AI • New Moneti
Slide 8: ASEAN Fintech Group - US$1.6 bn+ GTV in 2023
ASEAN Fintech Group - US$1.6 bn+ GTV in 2023 For personal use only 2,000+ 4.3 Mil US$4.5 Mil Insurance Agency Network Processed transactions Daily GTV Key Brands Statistics InsurTech 100+ insurance quotes issued daily Core 1 policy sold every 19 mins MY TH Business - Digital Insurance platform - Hea
Slide 9: iCandy at a Glance - Largest ASX-listed Game Developer
For personal use only ICANDY AT A GLANCE - ASX:ICI LARGEST ASX-listed Game FY 2022 (31 Dec 2022) Core Business Developer (by no. of FTE) Financial Highlights WFH Studios • 2015: Incorporation A$29.1m 1,432% 700+ full time Own IP Development GAMING PEDIGREE & EXPERTISE • 2016: Listed (Web2/Web3) prof
Slide 10: Company Snapshot
COVID-19: Company IMPACT ON OUR OPERATION Snapshot Fatfish Group Limited For personal use only Corporate Overview Directors Shareholder Breakdown Incorporation Country Australia Larry Gan Non Executive Chairman Shareholder Shareholding Ordinary Shares 1,390 m Kin W. Lau Group CEO / Director Symbol FF
Slide 11: Board of Directors
Board of Directors For personal use only Larry Gan Kin W. Lau Jeffrey Tan Donald Low Andrew Bruce Non-Exec. Chairman CEO / Exec. Director Non-Exec. Director Non-Executive Director Non-Executive Director o Former Managing o Took his 1st company o Advisor to family o Former Securities o >30 years expe
Slide 12: Portfolio Companies That Are Publicly Traded
Portfolio Companies That Are Publicly Traded Market Cap: ~A$52.2 Million Market Cap: ~A$6.3 Million For personal use only FFG stake via Abelco: ~14.74% FFG stake: ~40.6% FFG has Ownership in 4 Publicly Traded Tech Companies Game Developer & Publisher Nordic & Asia Tech Venture Builder FFG is the lar
Slide 13: Appendix
For personal use only Appendix
Slide 14: Company History
Company History For personal use only Company History RTO Acquisition of IPO of Game Swedish listed Abelco Fatfish Group IPO on Portfolio iCandy Investment Group AB Interactive Ltd (publ) Launch of Fatfish Fatfish Group ASX (ASX: ICI) (NGM: ABIG) Applied AI Lab Founded (ASX: FFG) Jan 2012 Jan 2016 Sep
Slide 15: Our Venture Hubs
Our Venture Hubs For personal use only SINGAPORE • Source of capital • Access to SEA market • Leading global ICO hub STOCKHOLM • Source of innovation • Leading tech hub of Nordic • Access to European market KUALA LUMPUR • Source of talent • Tech & Finance Back-office 15
Slide 16: Business: Video Games
For personal use only Business Video Games
Slide 17: Strategy - Building Capacity & Capability Across Value Chain
STRATEGY - BUILDING CAPACITY & CAPABILITY ACROSS VALUE CHAIN For personal use only 17
Slide 18: Worked on 130+ AAA Global Games & Animations
For personal use only Worked on 130+ AAA Global Games & Animations 18
Slide 19: ICI - Recent Financial Results
For personal use only ICI – Recent Financial Results A$ ‘M FY21 FY22 1H2023 A$ ‘M 1Q2023 2Q2023 3Q2023 Revenue $1.9 $29.1 $11.9 Cash Receipt $3.9 $6.0 $7.7 Net cash from $(5.5) $(3.1) $0.7 Adj. EBITDA* ($2.6) $2.1 $0.1 operations ● Revenue growth moderated in 1H2023 following robust growth ● We are
Slide 20: Fintech Business
For personal use only Fintech Business
Slide 21: ASEAN Fintech Group Corporate Overview
Asean Fintech Group Corporate Overview For personal use only • Venture built by Fatfish Group with US$9.16 Mil invested (incl M&A) 59.3% 93.5% 55% Pay Direct • 5 countries, 6 licenses, 50+ employee Fatberry Smartfunding Pte Technology Sdn Sdn Bhd Ltd Bhd • Operating businesses in embedded 85.6% Fatbe
Slide 22: Valuable licenses in major ASEAN markets
6 Valuable licenses in For personal use only major ASEAN markets Non-life Insurance Broker by Office of Insurance Commission, Thailand Money Lending License by Malaysia’s Ministry of Housing and Local Government (KPKT) Insurance Agency Licenses (Life / General) Service Act 2013 and Malaysia Islamic F
Slide 23: Insurtech: Company Snapshot
Insurtech: Company Snapshot For personal use only OVERVIEW: 2022 2023F • Online insurance products supermarket, complemented by a wide Gross Written $5.4M $6.0M offline agency network, with 2,000+ agents Premium • Partnered with 37 licensed insurers in Malaysia & Thailand Revenue $718K $788K • Sold o
Slide 24: Digital Lending: Company Snapshot
Digital Lending: For personal use only Company Snapshot OVERVIEW: • Digital platforms that offer lending to consumers and businesses (from 2022 2023 Gross Transaction $725K $31K large enterprises to SMEs) Value • High interest yield 12-15% Revenue $68K $5K Total Investors 1.7K 1.8K KEY PRODUCTS: • S
Slide 25: Payments: Company Snapshot
Payments: Company Snapshot For personal use only OVERVIEW: 2022 2023 • Payment gateway with real-time settlements and automatic recurring Gross Transaction $1.25B $1.63B Value payments Revenue $195K $326K • White-labelled payment gateway to major regional banks Transactions 2.5M 4.3M Processed KEY P
Slide 26: Thank you
For personal use only Thank you Fatfish Group Limited (ASX:FFG) Level 4, 91 William Street, Melbourne VIC 3000 Australia e: ir@fatfish.co Reign Advisory Pty Ltd e: FFG@reignadvisory.com