BETMAKERS TECHNOLOGY GROUP LTD — Investor Presentation 2017

Jul 12, 2017

==> picture [404 x 91] intentionally omitted <==

Investor Presentation

Version 6.5.5 – 13 July 2017

DISCLAIMER

This presentation is dated 13 July 2017. The material contained in this document is a presentation of general information about the activities of TopBetta Holdings Limited (“Company”) and the Company’s whollyowned, Alderney-based subsidiary, The Global Tote Limited (“TGT“), as at the date of this presentation. This document does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in the Company nor does it constitute financial product advice. This document is not a prospectus, product disclosure statement or other offer document under Australian law or under any other law. The information is provided in summary and does not purport to be complete. You should not rely upon it as advice for investment purposes, as it does not take into account your investment objectives, financial position or needs and does not include all information which an investor may require to assess the performance, risks, prospects or financial position of the Company or TGT.

These factors should be considered, with or without professional advice, when deciding if an investment is appropriate. To the extent permitted by law, no responsibility for .any loss arising in any way (including by way of negligence) from anyone acting or refraining from acting as a result of this material is accepted by the Company, including any of its related bodies corporate.

This presentation contains “forward-looking statements.” These can be identified by words such as “may”, “should”, “anticipate”, “believe”, “intend”, “estimate”, and “expect”. Statements which are not based on historic or current facts may be forward-looking statements. Forwardlooking statements are based on: assumptions regarding the Company’s and TGT’s financial position, business strategies, plans and objectives of management for future operations and development and the environment in which the Company and TGT will operate; and current views, expectations and beliefs as at the date they are expressed and which are subject to various risks and uncertainties.

The forward-looking statements contained within the presentation are not guarantees or assurances of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of the Company or TGT, which may cause the actual results, performance or achievements of the Company or TGT to differ materially from those expressed or implied by forward-looking statements.

For example, the factors that are likely to affect the results of the Company or TGT include: general economic conditions in Australia and globally; exchange rates; competition in the markets in which the Company or TGT does, and will, operate; conduct of contracted counter parties; weather and climate conditions; and the inherent regulatory risks in the businesses of the Company or TGT.

The forward-looking statements contained in this announcement should not be taken as implying that the assumptions on which the projections have been prepared are correct or exhaustive.

The Company and TGT disclaim any responsibility for the accuracy or completeness of the information in this presentation, including any forward-looking statement. The Company and TGT disclaim any responsibility to update or revise any information in this presentation, including forward-looking statement to reflect any change in the Company’s or TGT’s, financial condition, status or affairs or any change in the events, conditions or circumstances on which a statement is based, except as required by law.

The data projections or forecasts included in this presentation have not been audited, examined or otherwise reviewed by the independent auditors of the Company. You must not place undue reliance on these forward-looking statements.

Version 6.5.5 13 July 2017 1

CORPORATE SNAPSHOT

Outstanding Shares Market Cap @ 35.5¢ / Share_(12th Jul 2017)_ Cash Balance at 30 Jun 2017 Enterprise Value TBH:ASX 143.0M AUD$50.77M AUD$3.26M AUD$48.22M % Increase - Qtr % Increase - YoY JUN ‘16 SEP ‘16 DEC ‘16 MAR ‘17 JUN ‘17 JUN‘17 v MAR‘17 JUN‘17 v JUN‘16 0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	Outstanding Shares Market Cap @ 35.5¢ / Share_(12th Jul 2017)_ Cash Balance at 30 Jun 2017 Enterprise Value TBH:ASX 143.0M AUD$50.77M AUD$3.26M AUD$48.22M % Increase - Qtr % Increase - YoY JUN ‘16 SEP ‘16 DEC ‘16 MAR ‘17 JUN ‘17 JUN‘17 v MAR‘17 JUN‘17 v JUN‘16 0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355			0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355	0.35 0.30 0.25 0.20 0.15 0.10 Sep ’16 Jul ’16 Nov ’16 Jan ’16 Mar ’16 May ’16 Jul ’17 TBH:ASX –SHARE PRICE PERFORMANCE 0.355
Total quarterly active unique clients 5,945	5,430				8,730		7,106			9,093	28%	53%
Wagering and Tournament Turnover (‘000) $11,173	$12,050				$14,634		$13,249			$42,459	220%	280%
Wagering and Tournament Revenue (‘000) $916	$903				$1,020		$884			$2,282	158%	149%
Total revenue, including Wagering $1,432 Tournament, Content and Other (‘000)	$1,297				$1,377		$1,203			$2,576	114%	80%

Version 6.5.5 13 July 2017 2

TOPBETTA HOLDINGS LIMITED TEAM

Board of Directors

==> picture [128 x 143] intentionally omitted <==

Nicholas Chan Chairman and Non-Executive Director

==> picture [129 x 143] intentionally omitted <==

Todd Buckingham Chief Executive Officer

==> picture [129 x 143] intentionally omitted <==

Matthew Cain Non-Executive Director

==> picture [128 x 143] intentionally omitted <==

Simon Dulhunty Non-Executive Director

Senior Management Team

==> picture [128 x 143] intentionally omitted <==

Paul Jeronimo Chief Operations Officer

==> picture [128 x 143] intentionally omitted <==

Oliver Shanahan Chief Technical Officer

==> picture [128 x 130] intentionally omitted <==

Craig Pearce Head of Operations - Global Tote

Version 6.5.5 13 July 2017 3

WHAT IS THE GLOBAL TOTE?

==> picture [662 x 225] intentionally omitted <==

----- Start of picture text -----

Canada Harness
Racing
UK & Irish
Horse Racing
Germany
North America Horse Racing
Alderney
Harness Racing, Greyhounds
Headquarters
France Horse
Racing Dubai Horse
Hong Kong
Racing
Horse Racing
Singapore Horse
Racing
Sri Lanka GT South America
Raceday Control Horse Racing
Australian
Horse Racing, Harness
South Africa Racing, Greyhounds
New Zealand Horse Racing
----- End of picture text -----

• The Global Tote is a wholesale tote that combines wagering liquidity from bookmakers around the world

• Game changer for bookmakers, punters and racing bodies, delivering new revenue streams from international markets

• Licensed in Alderney to operate a Global B2B tote system

• World-first ‘B2B only’ wagering tote pool product

• The Global Tote provides an opportunity for Racing Bodies to expand their racing products internationally gaining revenues from international markets whilst monitoring integrity

Version 6.5.5 13 July 2017 4

THE GLOBAL TOTE PRICING EXAMPLE

==> picture [639 x 413] intentionally omitted <==

----- Start of picture text -----

$7.50
$7.49
$7.25
$7.00 $7.10
$7.00
$6.90
$6.75
$6.80
$6.50
$6.25
$6.00
Global Tote Traditional Tote Fixed Odds
10% Take Out 16-18% Take Out 15% Take Out
----- End of picture text -----

Version 6.5.5 13 July 2017 5

THE GLOBAL TOTE GOES LIVE

HIGHLIGHTS

• 26 Meetings per week

• 260 Races per week

• $1M+ Weekly turnover

• $8M+ Total turnover

... in the first 8 weeks

POTENTIAL MARKET

• 200+ Meetings per week

• 2000 Races per week

==> picture [391 x 507] intentionally omitted <==

Version 6.5.5 13 July 2017 6

TOPBETTA RETAIL - BUSINESS TO CLIENT

==> picture [313 x 470] intentionally omitted <==

----- Start of picture text -----


----- End of picture text -----*

COMBINED TURNOVER

• $42.459M

• 220% (Increase on Mar 2017 Qtr)

COMBINED REVENUE

• $2.282M

• 158% (Increase on Mar 2017 Qtr)

ACTIVE UNIQUE CLIENTS

• 9,093

• 28% (Increase on Mar 2017 Qtr)

INTERNATIONAL EXPANSION

• US ADW (Bookmakers) licence *

• UK Remote Gambling licence *

• UK products *

• pending regulatory approvals

Version 6.5.5 13 July 2017 7

THE NEXT TWELVE MONTHS

==> picture [727 x 434] intentionally omitted <==

----- Start of picture text -----

JULY 2017
Increase meetings & races
$55M
TURNOVER
UK licence approval
US licence approval
$75M
Onboard domestic & International operators TURNOVER
Expand product offerings
Full racing suite - 24/7 racing $100M
TURNOVER
UK B2C launch
US B2C launch $150M
Expand markets, events & jurisdictions TURNOVER
JUNE 2018
----- End of picture text -----

NOTE: These estimates are based on the Company’s current assumptions and are subject to the relevant regulatory approvals being received.

Version 6.5.5 13 July 2017 8

Enquiries

Todd Buckingham CEO - TopBetta Holdings M 0400 464 064 E todd@topbetta.com.au

Jane Morgan PR & Investor Relations M 0405 555 618 E jm@janemorganmangement.com.au

.com.au TopBetta Get in the game!