Slide 1: Yojee Investor Presentation
18 June 2020 Yojee Investor Presentation Yojee Limited (Yojee or the Company) (ASX: YOJ), a cloud based software as a service (SaaS) logistics platform that seamlessly and uniquely manages, tracks and optimises freight movements along the entire logistics chain, is pleased to release an Investor Pre
Slide 2: Logistics Platform SaaS Investor Presentation June 2020
SOLVING SUPPLY CHAIN’S MOST DIFFICULT PROBLEMS LOGISTICS PLATFORM [SaaS] ASX : YOJ Investor Presentation June 2020 www.yojee.com
Slide 3: What solution is the logistics industry demanding?
WHAT SOLUTION IS THE LOGISTICS INDUSTRY DEMANDING? VISIBILITY • ACCOUNTABILITY • CONTROL ™ YOJEE HAS SOLVED THIS WITH ITS TECHNOLOGY PLATFORM SAAS SOLUTION
Slide 4: Logistics Platform SaaS Subscription
LOGISTICS PLATFORM [ SaaS SUBSCRIPTION ] Manage Track Integrate End to end route & schedule optimisation Cross border Networks Across-carriers Enterprise SME Operators – shippers and forwarders • Third-party logistics providers (3PL) • Logistics subcontractors (2PL) • Logistics ecosystem partners* M
Slide 5: Why Yojee wins cross border
CONNECTING WHY THE ROAD YOJEE WINS CROSS CROSS BORDER BORDER A UNIQUE END TO END CARTON PALLET HIGH VISIBILITY SOLUTION BEST IN CLASS CONTAINER INNOVATION TRANSPORT/ DRIVER MWAB Customs / Warehouse FIR Systems Integration ST M ILE › FOR LARGE ENTERPRISES Yojee provides additional enterprise MWAB gra
Slide 6: The Platform powered by algorithms and AI
SHIPPER SHIPPER EXPORT EXPORT PREMISES TO TERMINAL PORT TERMINAL (YOJEE API TO 3rd PARTY) CUSTOMS CLEARANCE THE PLATFORM POWERED BY ALGORITHMS AND AI Powerful and highly integratable for Visibility, Accountability and Control ● End to end route & schedule optimization ● Maximising asset utilization
Slide 7: The Features
THE FEATURES BEST IN CLASS INNOVATION Full Package Visibility Fleet Route & Schedule Smart Assign & Manage Track & Trace Optimisation + ETAs Seamless end to end visibility Suggest and autonomously from consolidation and Know where your fleet is AI powered real-time route assign jobs and manage a dec
Slide 8: The Capabilities
Mass Optimisation Price Management Capacity Planning THE Optimise multiple deliveries across Configure and manage your cost per Our advanced algorithms reduce the CAPABILITIES multiple drivers in real time. Run delivery based on the cost variables turn-around time of deliveries by optimisation on fi
Slide 9: Visibility, Accountability, Control
“ Our logistics clients are demanding visibility, accountability and control over their supply chains. Rarely is a single carrier servicing an entire goods journey VISIBILITY • ACCOUNTABILITY • CONTROL ™ from sender to end customer, or exclusively using one type of transport method. It’s uneconomica
Slide 10: Unique End to End Solution
UNIQUE END TO END SOLUTION Yojee Delivers Flexibility, Agility and Scalability to drive global networks or large scale local deployments across the supply chain. Surpassing the requirements and objectives of our clients’ clients. • Driving better planning • Driving greater insights • Driving stronge
Slide 11: Huge Market Opportunity
MARKET SEGMENT DOMESTIC LONG HAUL LAST MILE / CROSS BORDER / BULK BULK FORWARDING (sea, air, road) EXPRESS HUGE MARKET OPPORTUNITY THE LOGISTICS VERTICAL Financial Food Omni Cold Shipper services Automotive -channel & Chain (e.g. cheques beverage couriered) Passenger Ports vehicle & eCommerce Fulfil
Slide 12: Solving Complex Problems
SOLVING Opportunity in Contract Logistics Sector Alone • $100b plus annual revenue and fast growing market COMPLEX • • High fragmentation and opportunity for expansion as supply chains continue to outsource Ecommerce, Pharma, Industials, Retail and Tech lead where advanced technology is expected PRO
Slide 13: Our Clients Around the World
OUR CLIENTS AROUND THE Cargo Freight Service WORLD YOJEE IS WORKING Speedy Gonzales Logistics WITH: 2 of Global Top 10 in Commercial multi-year contracts** * Excludes many agreements with smaller clients and also collaboration with major logistics companies i.e DB Shenker, UPS and Singapore Airline
Slide 14: Revenue Model Guide
PLATFORM SUBSCRIPTION PLUS TRANSACTION FEE SME* REVENUE MODEL GUIDE $0.20 per Parcel $400-1,500+ monthly 2-3 YEARS TYPICAL CONTRACT LIFETIME $0.40 per Pallet per hub + transactions $1.20 per Container Yojee has invested heavily in building enterprise grade technology to MNCs* penetrate deeply and cr
Slide 15: The Road Ahead
MARKET OPPORTUNITY Top global freight forwarders THE RUSSIA (3PL) ROAD NETHERLANDS KAZAKHSTAN ● ● DHL Supply Chain & Global Forwarding Kuehne + Nagel ● DB Schenker AHEAD ● ● DSV Sinotrans ● Expeditors ● Panalpina South East Asia CHINA ● ● Nippon Express UPS Supply Chain Solutions Focus ● ● Bolloré L
Slide 16: The Great China Belt Road Initiative
THE GREAT CHINA BELT ROAD INITIATIVE THE USE THE MARKET CASE CHALLENGE TRUCKING LOGISTICS SEGMENT: CHINA’S BELT AND ROAD INITIATIVE Overall, the largest road freight trade lanes are between China, SINGAPORE, MALAYSIA, THAILAND China’s belt and road initiative is the Thailand, Malaysia and Singapore
Slide 17: The Industry
Supply Chain Maturity and THE Market Size INDUSTRY Asia is a huge and growing market that is a digital novice representing a huge opportunity for Yojee Logistics Industry by Stages of supply chain Global Digital Transformation region size maturity Spending In Logistics Market North America Asia Nort
Slide 18: The Fragmented Industry
Legacy and enterprise software, is expensive and struggles THE FRAGMENTED to meet the needs of modern logistics due to the rise of INDUSTRY contract logistics and ecommerce where agility, efficiency and customer experience is critical. Land Sender First Mile Forwarder Wharf Ports Wharf Forwarder Tra
Slide 19: Evolution of the Platform
EVOLUTION OF THE 2019 - PLATFORM SUBSCRIPTION, SaaS PLATFORM ● BROADER APPLICABILITY 310+ APIs developed Platform 2.0 (CATER FOR • Logistics providers (3PL) went into COMPANIES OF production ALL SIZES AND • Logistics subcontractors (2PL) CONFIGURATIONS) • Logistics ecosystem partners* ● SUPPORTS MOR
Slide 20: The Board Members
THE BOARD MEMBERS DAVID MORTON CHAIRMAN GARY FLOWERS YOJEE David Morton is an experienced Corporate Banker with a NON-EXECUTIVE DIRECTOR BOARD career spanning 40 years at Westpac and HSBC. He has 25+ years strategy and leadership experience in innovative and recently returned to Australia after 12 y
Slide 21: Corporate Yojee
CORPORATE YOJEE ED CLARKE VIVEK GUDAPUR CIARÁN GUNNE PAUL BELL NICK ZABIKOW CO-FOUNDER & CHIEF TECHNOLOGY CHIEF FINANCIAL CHIEF EXPERIENCE VICE PRESIDENT MANAGING DIRECTOR OFFICER OFFICER OFFICER OF GLOBAL SALES & MARKETING 3rd Technology startup Vivek built technology Ciarán is an FCCA qualified Pa
Slide 22: Capital Structure
CAPITAL STRUCTURE Yojee Limited: ASX : YOJ Market capitalisation (16/6/2020) AU$51.2 m Shares outstanding 985.34 m Cash at bank (31/03/2020) AU$5.49 m INVESTOR PRESENTATION : JUNE 2020 21
Slide 23: The Rollout Pathway
Through to 2019 Achievements – product & initial THE ROLLOUT scaling PATHWAY • Yojee Platform major upgrades: v2.0 PRODUCT infrastructure build launched; new front end user interface launched (v3), Power Planner 2020 onwards* module, BoxApp application Goals – scaling • Integration: customs, brokera
Slide 24: Yojee Solving Client Problems Across the Supply Chain Ecosystem
YOJEE SOLVING CLIENT PROBLEMS ACROSS THE SUPPLY CHAIN ECOSYSTEM Refers to an individual or business that does not outsource 1PL 2PL 3PL 4PL 5PL 6PL 1PL to any logistic provider and does everything in-house. A logistic provider that owns the means of transport and uses that for deliveries and transpo
Slide 25: Investors and media
Investors and media Glen Zurcher +61 420 249 299 investor@yojee.com CEO podcasts: https://yojee.com/company/podcast/ www.yojee.com
Slide 26: Disclaimer
Disclaimer This presentation has been prepared by Yojee Limited (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any informati