ATOMOS LIMITED - Interim / Quarterly Report 2020

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1H 2020 Results

26 February 2020

Atomos unlockscreativity and profit for video content creators Advanced technology allows faster, higher quality, more flexible productions

“Our vision is to invent and deliver ground-breaking and disruptive technologies that enhance, simplify and ultimately democratise video content creation”

Agenda

1H’20 Summary Financial Results Outlook Appendices Presenting: Jeromy Young Managing Director & CEO James Cody CFO

6 8 13 17

Target Markets – Current & Future

Atomos’ growing product portfolio will address a US$10B camera equipment market[1]

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Content
Social Pro Video Entertainment
Creation
Camera
Phone & PhotoCameras Pro Video Cameras Broadcast, TV & Cinema
Equipment
SHINOBI
NINJA
Atomos
Products SHOGUN
SUMO
NEON
23% CAGR 18% CAGR 35% CAGR
NEW MARKETS NEW MARKETS
Social Entertainment
Future
Markets
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Expansion into growing Social & Entertainment video content markets

© Atomos 2020. | 1H’20 Results 4

1 CIPA Report, 2017

Atomos – A Snapshot

Global video technology company that enhances video content creation with products that connect the imaging and computer worlds together
Allows video content creators to improve recording quality, save time and maintain greater flexibility and control over the content creation process
Advanced proprietary technologies underpin the current product suite and will be used to drive future growth into new markets
Strategic relationships with leading tech companies such as: Apple, Adobe & camera makers: Sony, Canon, Panasonic, RED & JVC Kenwood

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Three key market segments:
Social: consumers / prosumers who create and share on free, advertisement driven platforms

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Pro Video: advertising, events, corporate, broadcast and education
Entertainment: production companies producing high-quality content for TV and cinema usually viewed on subscription streaming platforms

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Capital Structure (as of 25 Feb. 2020) Major Shareholders %
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Ticker AMS Share Price $1.20 Shares on Issue (m) 186.7 Market Capitalisation (m) $224.0 Net Cash ($m)1 $14.5 Enterprise Value ($m) $209.5	Perennial Value Mgmt 14% Ms Claire Louise Young2 9% Domazet FT3 P/L 9% Ellerston Capital Ltd 8% Top 20 73% 2 Related Party to Board Member (Jeromy Young)

1Calculated from 1H’20 Balance Sheet ($16.0m cash less

$1.5m WC facility

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Share Price History
$2.0
$1.8
$1.6
$1.4
$1.2
$1.0
$0.8
$0.6
$0.4
Share Price ($)
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© Atomos 2020. | 1H’20 Results 5

1H’20 Summary (Half year ending, 31 December 2019)

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Financial
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Revenue up 35% on previous corresponding period (pcp) to $32.6m ($24.2m in 1H’19)
Gross profit up 32% pcp to $13.9m ($10.5m in 1H’19)
EBITDA[1] up 35% pcp to $1.0m ($0.7m in 1H’19)
Strong cash position of $16.0m , supporting working capital and capex requirements as sales increase
Demand for Ninja V remains very strong, bolstered by major Global camera companies that are choosing to implement RAW over HDMI capability or higher quality video to Atomos in their product lines; thereby favoring Atomos products supporting Apple ProRes and ProRes RAW professional formats

Operational

Shinobi (monitor only) continues to sell well appealing to the Social market, a key new market for Atomos
Neon product launch delayed due to challenges with new suppliers/manufacturer and the impact on factory production due to COVID-19 – now expected to ship Q4 FY20
TCS technology already being marketed to AMS customers with new licensing discussions gaining traction
In July, raised $7.5m[2] to strengthen the balance sheet

Corporate

Completed the acquisition of Timecode Systems Ltd (TCS)
In October, raised $22.6m[2] via a placement, with proceeds used to fund TCS acquisition and provide growth capital
All numbers are Pro forma and exclude transaction costs ($1.2m) and other ($0.1m)
Before costs of the offer.

© Atomos 2020. | 1H’20 Results 6

Agenda

1H’20 Summary 6 Financial Results 8 Outlook 13 Appendices 17

1H’20 – Financial Snapshot (Half year ending, 31 December 2019)

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Pro Forma Revenue ($m) [1] Revenue by Market Segment (FY19 vs. 1H’20)
$60.0m
54.0 FY19 1H'20
Social
$50.0m Pro Video
$4.3m $2.6m
Entertainment
$40.0m 35.6 29.7 $8.3m
31.1 2H +35% $6.5m
30.5
$30.0m 27.5 17.3
16.7 2H
$20.0m 2H 32.6
1H
24.2
$10.0m 14.4 18.4 1H
1H 1H $41.0m $23.4m
$0.0m
FY15 FY16 FY17 FY18 FY19 FY20
Pro Forma EBITDA ($m) [1] H1’20 Revenue by Geography
$6.0m 5.7
$5.0m
$4.0m
Asia
$3.0m 22%
$2.0m 1.6 1.0 US
+35% 1H
$1.0m 0.2 0.9 44%
0.7
$0.0m
FY15 FY16 FY17 FY18 FY19 1H'20
($1.0m) EMEA
($2.0m) 34%
($3.0m)
($4.0m)
($5.0m) (4.6) (4.5)
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© Atomos 2020. | 1H’20 Results 8

1 FY15, 1H17, 2H17, 1H18 & 2H18 Unaudited

Pro Forma Income Statement

1H'19	1H'20	∆pcp
24.2 (13.7)	32.6 (18.7)	35% (36%)
10.5	13.9	32%
43.4% (3.5) (1.8) (2.1) (0.7)	42.7% (4.0) (2.7) (2.7) (1.0)	(2%) (13%) (55%) (32%) (44%)
(8.0)	(10.5)	(30%)
2.5	3.5	40%
(1.7)	(2.5)	(42%)
0.7	1.0	35%

Note: All numbers are Pro forma and exclude transaction costs ($1.2m) and other ($0.1m)

Key Insights:

1H’20 sales of $32.6m, up 35% pcp, driven by:
Continued strong sales of Ninja V and Shinobi devices
Launched Shogun 7 (next evolution of the Shogun Inferno)
Gross Profit of $13.9m, up 32% pcp
GP margin of 42.7% was slightly lower than last year due to:
impact of tariffs on imports to the US; and
discounting required to maintain momentum following disruption to production in FYQ2’20
Increased Marketing and R&D spend reflecting continued investment in future products and technology development
EBITDA of $1.0m, up 35% pcp

© Atomos 2020. | 1H’20 Results 9

Balance Sheet

Balance Sheet (A$m) Cash and cash equivalents Trade and other receivables Inventories Other assets Plant and equipment Right of use asset Intangible assets Total assets Trade and other payables Borrowings Provisions Lease liabilities Deferred tax liability Total liabilities Net assets Issued capital Reserves Accumulated losses Equity	30-Jun-19		31-Dec-19
	5.1 8.0 9.6 3.0 1.7 0.0 8.5		16.0 13.1 14.9 4.1 4.1 9.4 30.1
	35.9		91.7
	(10.5) (1.5) (0.7) 0.0 0.0		(15.1) (1.5) (0.7) (9.6) (1.0)
	(12.7)		(27.9)
	23.2		63.8
	44.1 2.2 (23.0)		87.0 2.3 (25.4)
	23.2		63.8

Key Insights:

Balance sheet strengthened through capital raise, $16m cash
Access to a $5.0m Export Finance Australia working capital facility in place and available to be drawn
Inventory levels increased reflecting:
Inventory buffer to minimise risk of stock outs
Commencement of transition to ocean freight (requires greater inventory holding)
Initial adoption of new accounting standard for leases (right of use asset offset by lease liabilities)
Increase in intangibles principally due to TCS acquisition
$25.2m of tax losses and R&D tax credits unrecognised and available to offset future tax payable

© Atomos 2020. | 1H’20 Results 10

Cash Flow Statement

Cash Flow Statement (A$m) Operating activities Receipts from customers Payments to suppliers and employees Interest received Income taxespaid Net cash used in operating activities Investing activities Payment for PP&E Payments for intangible assets Payment for acquisition of subsidiary Net cash used in investing activities Financing activities Proceeds from issue of equity instruments in the company Payment for equity raise costs Proceeds from issue of convertible notes Interest paid Repayment of lease liabilities Repayments of borrowings Net cash inflow from financingactivities Net change in cash and cash equivalents Cash and cash equivalents,beginningofperiod Cash and cash equivalents,end ofperiod	1H'19		1H'20
	23.2 (27.6) 0.0 (0.1)		27.8 (34.5) 0.0 (0.1)
	(4.5)		(6.7)
	(0.2) (1.0) 0.0		(2.9) (1.8) (5.6)
	(1.2)		(10.3)
	6.0 (1.0) 6.5 (0.0) 0.0 (1.6)		30.1 (1.5) 0.0 (0.2) (0.4) 0.0
	9.8		27.9
	4.1 1.4		10.9 5.1
	5.6		16.0

Key Insights:

Targeted growth in working capital:
Build inventory buffer; and
Debtors growth resulting from strong sales
Payments to suppliers includes $1.2m of transaction costs
• Investment in inventory to continue over 2H’20
Payments for PP&E relate to development of Neon, new HQ office fit-out
Payments for intangibles predominantly relate to development costs for future software platform

© Atomos 2020. | 1H’20 Results 11

Agenda

1H’20 Summary 6 Financial Results 8 Outlook 13 Appendices 17

Timecode Systems Ltd (TCS) Acquisition

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Overview
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Recent
Activities
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Completed acquisition of 100% share capital of TCS on 2 December 2019
Share consideration subject to voluntary escrow restrictions of between 6 & 24 months
The Company has focused on the integration of the TCS technology into the Atomos ecosystem of products
The patented TCS technology allows content creators to wirelessly lock/syncronise multiple video and audio sources together at the point of shooting, a critical element in video and audio capture to enable faster and more accurate professional creative finishing
TCS management and engineers have already started integrating with the Atomos teams
Distribution integration and sales promotion will follow post the important US tradeshow, NAB as we migrate TCS partners and sales channels to Atomos management
12 New Partners have signed implementation agreements through both Hardware and Software SDK’s.

Patent Growth

TCS patent portfolio was significantly expanded to include the actual method of Radio frequency (RF) transmission developed by TCS
In addition, the implementation of the TCS RF protocol into a “System on Chip (SoC)” or Camera Sensor System has also been granted in the US and Europe

© Atomos 2020. | 1H’20 Results 13

Outlook

Existing Products

To date there has been minimal impact to the core selling product range as a result of COVID-19 as the Company invested in sufficient stock levels prior to the Chinese New Year to meet forecast demand

COVID-19 Impact

Assuming all factories return to normal production in the near term, and normal market trading resumes, Atomos does not expect any significant impact to the core product lines

New Products

The completion and release of new products has seen some delays. The principal factory reopened 10 days ago, albeit at a reduced worker capacity. Atomos expects the two other factories will start coming back on-line shortly and are fully operational in FYQ4’20
Based on factory production returning to normal, timely new product releases and no ongoing adverse market conditions from COVID-19, the Company expects to maintain strong revenue growth in FY’20, compared to FY’19

Outlook

Management believes that the short-term supply chain disruptions do not reflect the underlying long-term demand for Atomos’ products and have no bearing on the strategy and outlook for the Company

© Atomos 2020. | 1H’20 Results 14

Contacts

For further information on this presentation, please contact:

James Cody	Simon Hinsley
Chief Financial Officer	Media relations
+61 3 9999 5908	+61 401 809 653
[email protected]	[email protected]

About Atomos

Atomos is a global video technology company delivering award-winning, simple to use monitor-recorder content creation products. These products give content creators across the rapidly growing social, pro-video and entertainment markets a faster, higher quality and more affordable production system.

Atomos’ range of products take images directly from the sensor of all major camera manufacturers, then enhance, record and distribute them in high-quality formats for content creation using the major video editing software programs. Since being founded in 2010, Atomos has established strategic relationships with key technology providers within the ecosystem including Apple, Adobe, Sony, Canon, Panasonic, Nikon and JVC Kenwood.

Key upcoming Tradeshows / Conferences:

Name	Location	Dates
Photography Show	Birmingham	14 - 17 March
Games Developer Conference	San Francisco	16 - 20 March
NAB Show 2020	Las Vegas	18 - 22 April
Media Production Show	London	13 - 14 May
KOBA	Seoul	13 - 15 May
Cine Gear	Los Angeles	04 - 07 June
Electronic Entertainment Expo (E3)	Los Angeles	09 - 11 June
Broadcast Asia	Singapore	09 - 11 June
IBC	Amsterdam	11 - 15 September

Key Tradeshow

Atomos is based in Australia with offices in the USA, Japan, China, UK, France and Germany and has a worldwide distribution partner network.

For more information please visit www.atomos.com

© Atomos 2020. | 1H’20 Results 15

8 13

Agenda

1H’20 Summary Financial Results Outlook

Appendices

Global Operations

Offices in major global locations and strong sales channels

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1H’20 Sales
byRegion
•
104 StaffGlobally
LONDON
PORTLAND
PARIS
NEWYORK FRANKFURT
• 10 Offices in 7 Countries LOSANGELES TOKYO Asia
BEIJING
22%
SHENZHEN US
44%
•
Strong Global SalesChannel
EMEA
34%
•
Broad retailer and reseller
network in eachregion
MELBOURNE
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10 Offices in 7 Countries
Strong Global SalesChannel
Broad retailer and reseller network in eachregion

© Atomos 2020. | 1H’20 Results 17

As of 31 December 2019, including TCS

Product Suite

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4K Monitor Recorders Production / Studio Broadcast & Accessories
Shogun Studio + Converters +
NINJA + SHINOBI Range+ SHINOBI Range SHINOBI Range+ SHINOBI Range SHINOBI Range SHINOBI Range SHOGUN Range SUMO Range NEON Cinema Series
Accessories
• Ninja HDMI only – includes • HDMI & Quad SDI inputs • Larger format 19” monitor • HDR Professional monitor- Shogun Studio
AtomX adaptor range • Broad market application due recorder recorder range for on-set and • Rack mount 4K monitor
• Broad market application due to portability – targeting studio usage in-studio usage recorder solution
to portability • 7” high brightness screen • Quad SDI & HDMI in/out • Four screen size options – 17”, • Dual 7” screens with
• Both 5” and 7” screen options • Record ProRes, DNxHR at • Record ProRes/ProRes RAW, 24”, 31” and 55” touchscreen interface
• Record ProRes®, DNxHR at 60p DNxHR, among others • Bluetooth controlled by using Converters
Atomos iOS App
60p frame rates frame rates • SDI to HDMI or vice versa
• AtomHDR monitoring • ProRes RAW capability
Accessories
• Includes recently released 5” • AtomHDR monitoring • Cables, Caddies & Adaptors
Shinobi monitor only • Touch Screen Switching
• Shinobi available in both
HDMI & SDI capability
Social / Pro-Video Segment P ro-Video / Entertainment Pro-Video / Entertainment Entertainment Various
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© Atomos 2020. | 1H’20 Results 18

Acquisition of Timecode Systems Ltd (TCS)

Case Studies / Customers

Completed acquisition of 100% share capital of TCS on 2 December 2019
Overview • Share consideration subject to voluntary escrow restrictions of between 6 & 24 months
• Developed unique and patented technology that allows content creators to wirelessly lock/syncronise multiple video and audio sources together at the point of shooting - a critical element in video and audio capture
Technology Rationale • Traditionally, timecode synching has been achieved by linking cameras and sound -
recorders via cables wireless is the new evolution for the industry
• TCS has a proven record of performance, in addition to AMS being a current licensee 1. Growing product commercialisation through new & enhanced existing products
Financial 2. Increased sales of existing TCS range via rebranding & utilising AMS’ sales channels Rationale 3. Cost synergies by transitioning to AMS supplier & manufacturing arrangements Expected to be earnings accretive in FY21 as technology is further commercialised

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The Grand Tour
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Avengers 2:
Age of Ultron
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© Atomos 2020. | 1H’20 Results 19

The TCS Opportunity…

The Problem

The Opportunity

The Solution

Synchronising footage from multiple video & audio sources is difficult, expensive, time consuming & you need to be a pro!

Democratise multiple capture device productions across all market segments – Social, Pro Video & Entertainment

Enable multi-device wireless timecode synchronisation capability into EVERY video and audio capture device

Expanding the Atomos Ecosystem – Via either direct product sales or licencing

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Smartphones Wearable /
Action cameras
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DSLRs
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Monitor Broadcast & Bodycams recorders Cinema cameras

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Audio recorders
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© Atomos 2020. | 1H’20 Results 20

Partnerships – Continuing to build a global ecosystem of partners

Strengthened partnership with Nikon allowing RAW video output and Apple ProRes RAW video capture
Established license agreement with Dolby Vision
1[st] globally with access to Dolby algorithm for incorporating into recording and playback device
Atomos users can see at point of capture what viewer will see at home

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Finalised license agreement with RED.com LLC

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© Atomos 2020. | 1H’20 Results 21

Disclaimer

The information contained in this document (“Document”) has been prepared by Atomos Limited ACN 139 730 500 (referred to as “Atomos” or “Company”). This Document is current as at the date of this Document and should be read in conjunction with other Atomos periodic and continuous disclosure announcements filed with the Australian Securities Exchange (ASX), available at www.asx.com.au.

The information in this Document is not intended to form the basis of any investment decision in relation to the Company or its assets and should not be considered as a recommendation to the Recipient to acquire securities in the Company. This Document is not a prospectus, profile statement or disclosure document and does not constitute an offer or invitation to acquire securities or otherwise invest in the Company, and no agreement to subscribe for securities will be entered into on the basis of this Document.

No representation or warranty, expressed or implied, is or will be made, and no responsibility or liability is or will be accepted by the Company, any of their respective officers, servants, agents or advisers (collectively “Limited Parties”) as to or in relation to the accuracy, reasonableness, completeness or reliability of the information in this Document or any other written or oral information made available to any Recipients or their advisers. Any liability therefore is hereby expressly disclaimed. In particular, no representation or warranty is given as to the achievability or reasonableness of any future projections, management estimates or plans, prospects, returns or forecasts.

To the fullest extent permitted by law, the Limited Parties will not have any responsibility or liability for any loss or damage (whether foreseeable or not), however arising (including as a result of negligence), in relation to or in connection with the provision of this Document, the Recipient’s or any other person’s purported reliance on this Document, the failure to provide information of which any of the Limited Parties becomes aware or any errors in or omissions from this Document.

None of the Limited Parties makes or gives any representation, warranty or guarantee, express or implied, that the information in this Document is accurate, current, reliable or complete, has been or will be audited or independently verified, or that reasonable care has been taken in compiling, preparing or furnishing it. Various statements in this Document constitute statements relating to intentions, future acts and events including forecast financial information (“Forward Looking Statements”). Forward Looking Statements involve subjective judgment and analysis, known and unknown risks, uncertainties and other important factors that may cause those future acts, events and circumstances to differ from the way or manner in which they are expressly or impliedly portrayed herein. The Limited Parties do not make or give any representation, warranty or guarantee, express or implied, that any Forward Looking Statements will be achieved or proven correct, or that any assumptions or projections on which the Forward Looking Statements are based are reasonable. No historical financial information, forecast financial information, estimates or projections contained in this Document or any other financial information derived from that information, can be relied upon as a promise or representation, as to the past, present or the future. Past performance is not necessarily a guide to future likelihood of achievement or reasonableness of any Forward Looking Statement, forecast financial information or other forecast.

The Limited Parties do not undertake any obligation to (and expressly disclaim any obligation to) provide the Recipients with access to any additional information or to correct any inaccuracies herein which may become apparent or to disseminate any updates or revisions to any Forward Looking Statements in this Document to reflect any change in expectations in relation to any such statements or any change in events, conditions or circumstances on which any such statement is based.

This document also contains statistics, data and other information relating to markets, market sizes, market shares, market positions and other industry data pertaining to the Company's business and markets. Such information is generally based on independent market and industry data or research. The Company has not independently verified, and cannot give any assurances as to the accuracy and completeness of the information sourced from market and industry data or research contained herein. Accordingly, the accuracy and completeness of such information is not guaranteed. There is no assurance that any of the forecasts or projections contained in the independent market and industry data or research will be achieved. Forecasts and projections involve risks and uncertainties and are subject to change based on various factors. You should note that market data and statistics are inherently predictive and subject to uncertainty and not necessarily reflective of actual market conditions.

Neither the receipt of this Document by any person nor any information contained in it or supplied with it or subsequently communicated to any person in connection with a proposed investment in the Company constitutes, or is to be taken as constituting, the giving of investment or financial product advice (or any other advice) to any such person. Each such person should make their own independent assessment of the merits or otherwise of investing in the Company and should seek their own professional advice in respect of any future investment opportunity and not act on the basis of any matter contained in this Document. In providing this Document, the Company has not considered the objectives, financial position, taxation situation or other needs of any particular Recipient.

The distribution of this document in jurisdictions outside Australia may be restricted by law. Persons who come into possession of this document who are not in Australia, should seek advice on and observe any such restrictions. Any failure to comply with such restrictions may constitute a violation of applicable securities laws. In particular, this document does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United States.

Non-IFRS financial measures

Recipients should note that certain financial data included in this Document is not recognised under the AAS, and is classified as ‘non-IFRS financial information’ under Regulatory Guide 230 ‘Disclosing non-IFRS financial information’ published by ASIC. The Company believes that this non-IFRS financial information provides useful information to users in measuring the financial performance and condition of Atomos. The non-IFRS financial measures do not have standardised meanings under AAS, and therefore may not be comparable with similarly titled measures presented by other entities, nor should these be interpreted as an alternative to other financial measures determined in accordance with AAS. Investors are cautioned not to place undue reliance on any non-IFRS financial information, ratios and metrics included in this Document.

Non-IFRS information descriptors:

EBITDA (before R&D expenditure) is earnings before research and development expenditure, interest, taxation, depreciation, amortisation and impairment charges;
EBITDA is earnings before interest, taxation, depreciation, amortisation and impairment charges;
EBIT is earnings before interest, taxation and impairment charges;
Working capital is defined by the Company as trade and other receivables, inventory and other current assets less trade and other payables and other current liabilities;
Net cash flows from operations: the operating cash flows generated by the Company calculated as EBITDA excluding non-cash items and allowing for changes in working capital; and
Net cash flows before financing activities: being net cash flows from operations less capital expenditure and other investing expenditure.

© Atomos 2020. | 1H’20 Results 22

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AI assistant

ATOMOS LIMITED Interim / Quarterly Report 2020

64380_rns_2020-02-25_695f21e1-50ac-4b01-9ac1-b4612f744094.pdf

Agenda

Target Markets – Current & Future

Atomos’ growing product portfolio will address a US$10B camera equipment market[1]

Atomos – A Snapshot

1H’20 Summary (Half year ending, 31 December 2019)

Operational

Corporate

1H’20 – Financial Snapshot (Half year ending, 31 December 2019)

Pro Forma Income Statement

Key Insights:

Balance Sheet

Key Insights:

Cash Flow Statement

Agenda

Timecode Systems Ltd (TCS) Acquisition

Outlook

Existing Products

New Products

Outlook

Contacts

For further information on this presentation, please contact:

About Atomos

Key upcoming Tradeshows / Conferences:

Global Operations

Offices in major global locations and strong sales channels

Product Suite

Acquisition of Timecode Systems Ltd (TCS)

Case Studies / Customers

The TCS Opportunity…

The Opportunity

The Solution

Expanding the Atomos Ecosystem – Via either direct product sales or licencing

Partnerships – Continuing to build a global ecosystem of partners

Disclaimer

Non-IFRS financial measures

Non-IFRS information descriptors:

AI assistant

ATOMOS LIMITED — Interim / Quarterly Report 2020

64380_rns_2020-02-25_695f21e1-50ac-4b01-9ac1-b4612f744094.pdf

Agenda

Target Markets – Current & Future

Atomos’ growing product portfolio will address a US$10B camera equipment market[1]

Atomos – A Snapshot

1H’20 Summary (Half year ending, 31 December 2019)

Operational

Corporate

1H’20 – Financial Snapshot (Half year ending, 31 December 2019)

Pro Forma Income Statement

Key Insights:

Balance Sheet

Key Insights:

Cash Flow Statement

Agenda

Timecode Systems Ltd (TCS) Acquisition

Outlook

Existing Products

New Products

Outlook

Contacts

For further information on this presentation, please contact:

About Atomos

Key upcoming Tradeshows / Conferences:

Global Operations

Offices in major global locations and strong sales channels

Product Suite

Acquisition of Timecode Systems Ltd (TCS)

Case Studies / Customers

The TCS Opportunity…

The Opportunity

The Solution

Expanding the Atomos Ecosystem – Via either direct product sales or licencing

Partnerships – Continuing to build a global ecosystem of partners

Disclaimer

Non-IFRS financial measures

Non-IFRS information descriptors:

More from ATOMOS LIMITED

ATOMOS LIMITED Interim / Quarterly Report 2020