Fatfish Group Ltd. · ASX:FFG
Fatfish — Investor Presentation (May 2018)
30 slides from Fatfish's investor presentation, May 10, 2018
Slide 1: Building Ventures for the Internet & Blockchain Economy
Building Ventures for the Internet & Blockchain Economy Investor Presentation – 8 May 2018 Australia | Singapore | Malaysia | UK | Sweden
Slide 2: Disclaimer
Disclaimer The information contained in this document (this “Presentation”) or any revision thereof, or of any other written or oral information made or to be made available to any Recipient or their advisers (all such information being referred to as "Information") has been prepared by Fatfish Inte
Slide 3: Cautionary Statement – Cryptocurrency Related Business Activities
Cautionary Statement Cautionary Statement – Cryptocurrency Related Business Activities Cautionary Statement Fatfish Internet Group Ltd (“FFG”) notes the following in relation to cryptocurrency-related business activities: I. Investment into cryptocurrencies is high risk in nature as cryptocurrencies
Slide 4: Company Snapshot
Company Company Background Snapshot Fatfish Internet Group Limited ASX Code : FFG Directors & Senior Management Shareholder Breakdown Incorporation Country Australia Kin W. Lau Group CEO / Director Ordinary Shares 462.45m Larry Gan Chairman Other Shareholders Unlisted Options 154.8m Tony Mackay Non
Slide 5: Company History
Company History IPO of Game Fatfish Medialab Listing of Fatfish Portfolio iCandy 1st Crypto Singapore is Internet Group on Interactive investment Founded ASX (ASX:FFG) (ASX:ICI) Kryptos-X Jan 2012 Jan 2016 Sep 2017 August 2011 July 2014 Feb 2016 Dec 2017 Fatfish is appointed First IPO exit Establish
Slide 6: Board of Directors
Board of Directors Larry Gan Kin W. Lau Tony Mackay Jeffrey Tan Donald Low Non-Exec. Chairman CEO / Exec. Director Non-Exec. Director Non-Exec. Director Non-Executive Director o Former Managing o Took his 1st company o Founding CEO / o Advisor to family o Former Securities Partner, Asia of to IPO at
Slide 7: Key Management and Senior Personnel
Other SeniorKeyManagement Personnel Phillip Lord Yen-Lu Chow Pete Kellock Vincent Liew Yuqi Huang Director, Crypto Director, Fatfish Medialab Entrepreneur-In- VP, Venture Ops & Investment & Financial Market (Digital Incubator) Residence Strategy Operation Executive o 20 years o Former o Founder/CEO
Slide 8: Our Venture Hubs
Our OurVenture VentureHubs Hubs 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
Slide 9: Capability Overview
Capability Capability Overview Overview Fatfish is equipped to identify, invest and assist in building successful technology ventures through comprehensive capabilities. FUNDING ACCESS M&A EXECUTION Access to strategic / Strong deal-flow key investors capability for M&As TALENT CAPITAL BRAND VALUE P
Slide 10: Corporate Structure
Corporate Company Structure Overview Structure FATFISH INTERNET GROUP LTD. (Australia, ASX CODE: FFG) 75% 100% 100% Fatfish Fatfish Global Fatfish Capital Ltd Ventures AB Disruptive (BVI) (publ) Ventures Ltd (Sweden) (BVI) Technology Consumer Blockchain & Incubator Internet Crypto-asset (Partnering
Slide 11: Our Investment Approach
Our Investment Approach Enhancing Value From Seed to Exit CORPORATE FOUNDER / GROWTH HACKING IPO / EXIT ROUTE STRATEGIC INVESTOR Identifying promising technology Helping to develop business Growth or exit strategy via business models and focusing on models and growth strategies capital markets throu
Slide 12: Investment Sector 1 - Blockchain & Cryptocurrency
2 - Consumer Internet Fintech Investment Sector 1 INVESTMENT Blockchain SECTOR 1 / Cryptocurrency Blockchain & Cryptocurrency
Slide 13: The Cryptocurrency Market
The Blockchain & Cryptocurrency Opportunities The Cryptocurrency Market Total Cryptocurrency Marketcap: Approx. US$700 billion at the peak Last 24 hours Bitcoin Trading Vol. US$7.4 billion Source: coinmarketcap.com (8 May 2018) The sharp rise in trading volume over last 12 months indicates an corres
Slide 14: What is Blockchain?
What is Blockchain? The requested The network of notes A verified transactions Someone transaction is validates the can involve requests broadcasted to a P2P transactions and the cryptocurrency a transaction network consisting of users status using contracts, records or computers know as known algor
Slide 15: Cryptocurrency is Mainstream
Cryptocurrency is Mainstream Cryptocurrency is Mainstream Technology Financial Institution Exchange Education Venture Capital Central Bank Professional Services
Slide 16: Portfolio – Kryptos-X
Portfolio – Kryptos-X Crypto Exchanges Are Generating Revenue • Fatfish to invest US$1m for 27% of Kryptos-X. • Initial operations in Singapore, marketing to the international market. • To operate as a crypto asset exchange in regulated environment. • Founded by Tony Mackay, founding CEO and Chairma
Slide 17: Portfolio – APAC Mining
Apac Mining Portfolio – APAC Mining • Fatfish to invest US$1m for 51% of APAC Mining, crypto-mining business. • Initial mining ops in Malaysia, with near term plan to expand to Mongolia. • Take advantage of low-energy cost of hydropower excess capacity. • Providing wholesale product to the exchange
Slide 18: Portfolio – Crypto Altairian
ALTAIRIAN Portfolio––Crypto Hedge-Fund Altairian • FFG owns 12.5% of Altairian Capital Holdings Ltd (UK). • Altairian Capital is the first UK FCA approved hedge fund dedicated to crypto investment. • Launching Global Crypto Assets Fund in Q2-Q3 2018. • Custody Solution and Single Strategy Hedge Fund
Slide 19: Portfolio - CryptoFoundry
Portfolio - CryptoFoundry • FFG owns 60% of Singapore based CryptoFoundry Football generates • Marketing ICO advisory and marketing services out of Singapore (ICO hub). US$33b Revenue p.a. • Fatfish receives 8% ETH and tokens as fees. Source:Statista.com • Taking on high profile clients including th
Slide 20: Portfolio – Epsilon Capital
Epsilon Capital – Crypto Fund-of-funds Portfolio – Epsilon Capital Epsilon Capital Management Experienced management team: • UK based fund management business. Jeremy Sparrow • Former CEO at Renaissance Capital • Former MD at Investec and Morgan Stanley • Specialises in crypto fund-of-funds by inves
Slide 21: Best in Class Exposure to Crypto & Blockchain Economy
Best-in-Class Best in ClassExposure to Crypto - Cyrpto & Blockchain & Blockchain Economy
Slide 22: Investment Sector 2 - Consumer Internet
2 - Consumer Internet Fintech Investment Sector 1 INVESTMENT Blockchain INVESTMENT SECTOR SECTOR2 / Cryptocurrency INVESTMENT SECTOR 21 Consumer Blockchain Consumer Internet & Cryptocurrency Internet
Slide 23: The Internet Market - Southeast Asia
Southeast Asia Internet The Internet MarketMarket - Southeast Asia South East Asia is the fastest growing internet market in the world; We are well positioned for growth. Source: e-conomy SEA by Temasek , Google
Slide 24: Consumer Internet Venture Builder Portfolio
Venture ConsumerBuilder Portfolio- Venture Builder Portfolio Internet Software / SAaS Interactive Media Fintech E-commerce
Slide 25: Select Venture Track Record
Select Select Venture Track-Record Venture Track Record • Fast-growing Swedish Ecommerce lifestyle platform. • Recorded A$2.89m revenue for 7 months period ending 31 Dec 2017 (source: iSecrets’ Audited Financial Report) • Targeting young consumers aged 16-25 years old. • Market potential: Europe exp
Slide 26: Select Venture Track Record
Select Select Venture Track-Record Venture Track Record • No.1 Dating Service Provider in Singapore, Malaysia, Thailand, Indonesia and Hong Kong. • Hybrid online and offline model, covering multiple business models. • Generating >USD $6 million revenue last financial year (source: Lunch Actually’s U
Slide 27: Strong IPO / Exit Track Record
Strong Strong IPO/Exit IPO / Track-Record Exit Track Record AUD $24.8 million AUD $14.14 million AUD $89.5 million * AUD $21.2 million Trade Sale Current Marketcap Current Marketcap RTO on ASX ASX: ICI Bursa Malaysia: CLOUD (03001) ASX: NVO Our role: Our role: Our role: Our role: Venture Building Ve
Slide 28: Strongly Positioned for Growth
Strongly Strongly Positioned for Growth Positioned for Growth 01 Track-record of building value 02 Access to global markets 03 Dual-growth strategy – Consumer Internet and Blockchain / Crypto 04 Strong board and management team 05 Ecosystem Play for Blockchain and Crypto
Slide 29: FYE 31st December 2017 Key Financial Metrics
FYE 31st December 2017 s f Asset Key Financial Matrix of Total o rowth Asset g G Fatfish Internet Group Limited Stron t, Value nsiste n A$ 49.8m Co Net Profit for the Year AUD $1,840,484 Total Comprehensive A$ 35.3m AUD $5,404,099 Income A$ 12.2m Net Asset AUD $43,744,698 Audited Audited Audited FYE
Slide 30: Contact
Contact Nick Hannon Jane Morgan Associate | EverBlu Capital Director | Jane Morgan Management L39, Aurora Place, 88 Phillip Street, Sydney 2000 A: Level 1, 37 Bligh Street, Sydney NSW 2000 T: +61 2 8249 0012 | M: +61 417 163 984 | P: + 61 (0) 405 555 618 E: nick.hannon@everblucapital.com E: jm@janem