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BETMAKERS TECHNOLOGY GROUP LTD Investor Presentation 2017

Feb 1, 2017

64512_rns_2017-02-01_8b0c871e-aa72-4b37-9840-11f0fb56608e.pdf

Investor Presentation

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Investor Presentation

Version 6.4.5 – 2 February 2017

Disclaimer

This presentation is dated 2 February 2017. The material contained in this document is a presentation of general information about the activities of TopBetta Holdings Limited’s (“Company subsidiary”), The Global Tote Limited (“TGT“), as at the date of this presentation. It 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 TopBetta Holdings Limited, 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.

2 February 2017Version 6.4.5 1

cOrPOraTe snaPshOT

TBH:ASX

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Outstanding Shares 125.82 M
TBH:ASX – SHARE PRICE PERFORMANCE
Market Cap @ $25.5 / Share (27th Jan 2017) AUD$32.08 M 0.30
Cash Balance at 31 Dec 2016 AUD$3.74 M 0.25
Enterprise Value AUD$28.34 M 0.20
SUBSTANTIAL SHAREHOLDERS 0.15
Industry Super Holdings 8.83% 0.10
RBW Nominees Pty Ltd 7.87% Jan ’16 Mar ’16 May ’16 Jul ’16 Sep ’16 Nov ’16 Jan ’17
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Outstanding Shares

Market Cap @ $25.5 / Share (27th Jan 2017)

Cash Balance at 31 Dec 2016

Enterprise Value

Industry Super Holdings RBW Nominees Pty Ltd Ryder Capital Limited

8.83% 7.87% 6.57%

DEC ‘15 MAR ‘16 JUN ‘16 SEP ‘16 DEC ‘16 % Increase - Qtr
DEC‘16 v SEP‘16
% Increase - YoY
DEC‘16 v DEC‘15
Total quarterly active unique clients
2,882
4,247 5,945 5,430 8,730 61% 203%
Wagering and Tournament Turnover (‘000)
$3,807
$7,485 $11,173 $12,050 $14,634 21% 284%
Wagering and Tournament Revenue (‘000)
$372
$487 $916 $903 $1,020 13% 174%
Total revenue, including Wagering
$773
Tournament, Content and Other (‘000)
$445 $1,432 $1,297 $1,377 6% 78%

2 February 2017Version 6.4.5 2

TOPBeTTa hOlDings limiTeD Team

Board of Directors

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Nicholas Chan Chairman and Non-Executive Director

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Todd Buckingham Managing Director

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Matthew Cain Non-Executive Director

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Simon Dulhunty Non-Executive Director

Senior Management Team

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Paul Jeronimo Chief Operations Officer

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Bill Butler Chief Financial Officer

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Oliver Shanahan Chief Technical Officer

2 February 2017Version 6.4.5 3

WhaT is The glOBal TOTe?

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

  • Licensed in Alderney (UK) to operate a Global B2B tote system

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

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

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

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2 February 2017Version 6.4.5 4

POTenTial glOBal OFFering

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Canada Harness
Racing
UK & Irish
Germany
Horse Racing North America Horse Racing
Harness Racing, Greyhounds
France Horse
Racing
Hong Kong
Dubai Horse Horse Racing
Racing
Singapore Horse
Racing South America
Horse Racing
South Africa Australian
Horse Racing, Harness
Racing, Greyhounds
New Zealand Horse Racing
24 7
365
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2 February 2017Version 6.4.5 5

WhaT The glOBal TOTe Will DO FOr WOrlD Wagering

PUNTERS

Low margin products means better returns Exact dollar and cent pricing Product diversity Greater pool liquidity

BOOKMAKERS

Attractive product offering Reduces operating costs Simplifies data feeds No client wagering restrictions - increased margins

RACING BODIES

Promotion of racing products abroad Receive revenues from all operators Access to global operators Higher integrity

2 February 2017Version 6.4.5 6

The glOBal TOTe Pricing examPle

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$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
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2 February 2017Version 6.4.5 7

The glOBal TOTe BeTTing PrODUcTs

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PicK six
1
Win
JOcKeY
challenge
Place carD shOW
#
TriPle TriO
QUaDDie
1
1
1
1
TOPBeTTa
TOUrnamenTs
games
QUin Place
4
3
2
1
2
1
DOUBle TriO
2
3
1
FirsT FOUr
TriFecTa
#
Place
QUinella
1
2
exacTa
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2 February 2017Version 6.4.5 8

glOBal TOTe & POOl marKeT siZe

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AUSTRALIA BILLION $10 UK $10[ BILLION] US $15[ BILLION] ASIA $25[ BILLION]

2 February 2017Version 6.4.5 9

The glOBal TOTe TO laUnch 2017

  • Authority Approvals

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  • Corporate Bookmakers*

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  • Subject to regulatory approval.

2 February 2017Version 6.4.5 10

POTenTial glOBal ParTners

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CA
UK + GER
IRE NRTH
AM
FRA
HK
DUB
SGPR
STH
AM
STH
AF
AUS
NZ
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INTERNATIoNAl BooKMAKERS
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AUSTRAlIAN BooKMAKERS
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AUSTRAlIAN & INTERNATIoNAl ToTES

2 February 2017Version 6.4.5 11

The FiVe KeY POinTs OF The glOBal TOTe

  • Pure B2B Tote system licensed in Alderney

  • Operates 100’s of events with 1000’s of pools open across these events at any one time

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  • Provides bookmakers and operators access to Global pools and a larger range of products across more events

  • Minimal overheads and OPEX for the Global Tote products means it will be one of the most profitable products on offer for operators

  • Lower take out rates (circa 10%) providing the most competitive global products

2 February 2017Version 6.4.5 12

Enquiries

Todd Buckingham CEO - TopBetta Holdings M 0400 464 064 E [email protected]

Jane Morgan PR & Investor Relations M 0405 555 618 E [email protected]

.com.au TopBetta Get in the game!