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CODEIFAI LIMITED — AGM Information 2015
Apr 26, 2015
64630_rns_2015-04-26_5745228a-cbd2-4501-a024-96ff375c8230.pdf
AGM Information
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Annual General Meeting April 27, 2015
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John Houston CEO & Chairman
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Disclaimer
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This Presentation is provided by YPB Group Ltd (YPB, the Company).
You may not rely upon anything in this presentation and/or any information obtained from the Company, its Directors or their associates in deciding whether or not to seek to participate in the shares of the Company. This is not an offer to subscribe for securities in the Company.
The Presentation may contain quantitative statements of anticipated future performance such as projections, forecasts, calculations, forward-looking statements or estimates all of which are based on certain assumptions (Forward Looking Statements). The Forward Looking Statements involve subjective judgments and are based on a large number of assumptions and are subject to significant uncertainties and contingencies, many of which are outside the control of YPB Group Ltd and may not prove to be correct.
No representation or warranty is made that any Forward Looking Statements will be achieved, or occur, or that the assumptions upon which they are based are reasonable or the financial calculations from which they have been derived are correct.
Actual future events may vary significantly from the Forward Looking Statements. Each Recipient should undertake its own independent review of the Forward Looking Statements, including the assumptions on which they are based and the financial calculations from which they are derived.
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YPB - proudly fighting counterfeit!
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Counterfeiting is a US$1.7 trillion global issue Brands’ spend on anti-counterfeit growing at 20% pa in Asia!
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YPB Snapshot
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YPB Group (ASX:YPB) is a leading worldwide solutions provider in brand protection, product authentication and anti counterfeit technology listed on ASX in Australia and operations in China, USA, Australia and South East Asia. The company has developed innovative technologies that PROTECT and DETECT.
YPB’s Patented Tracer and scanner solutions PROTECT products from the risks of counterfeit and diversion. Brand Reporter powered by YPB allows Brands, Governments and consumers to DETECT the incidence of counterfeit.
YPB’s solutions are customizable to the market needs and we are continuing to create innovative new products for brands, manufacturers, retailers, governments and consumers.
YPB has developed patented invisible Tracer material that can be embedded into products and packaging during or after the manufacture process. The Tracers are inexpensive and cannot be seen, copied, removed or destroyed.
Using YPB’s handheld scanner the Tracer can then be detected in products to determine if they are real or fake.
YPB currently has contracts in place with major packaging and product manufacturers in China and is growing in the USA, Australia and Thailand.
Brand Reporter is YPB’s technology platform designed for Governments, Brands and consumers to identify, manage, track and report counterfeit or divergent products within supply chains or at point of sale. The customised solutions are simple and easily deployed applications available on all popular smartphones to collect actionable data.
Brand Reporter also utilizes crowd sourcing information and allows consumers to interact with products in the market using QR codes, track and trace, product scanning and consumer engagement features which can be customised to specific needs.
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YPB has executed since IPO
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Business Strategy Established major presence in China, USA & Thailand. 2 acquisitions
Business Development Secured significant contracts and sales, with major pipeline development
Shareholder Return Solid returns for shareholders since August 2014 IPO
People Recruited highly experienced global team to drive growth for 2015 and on
Product Significant development of product pipeline, 7 Patents in train
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| Short | but even,ul | but even,ul | history | ||||
|---|---|---|---|---|---|---|---|
| August | September | October | November | December | January | February | March |
| Acquire | Begins SE | Loyalty | LOI with Hidali | ||||
| Brand | Asian | Options | for RFID & NCF | ||||
| IPO at | Reporter | expansion | Expands | scheme | |||
| .20c | Distribution | closes heavily | Shipments | Signs | |||
| Wins | to SE Asia | Completes | over | begin for | agreement with | ||
| Excellent Application Award China Open Office in Los Angeles |
Commences USA Brand Ambassador program |
through Thailand |
$1.65m placement Opens Loyalty Option scheme as promised at IPO Offers 1 for 4 options at 1c fee and .20c strike October 2017 |
subscribed Open Thailand operations Signs Huge China Ink contract projected at $A16m over the term |
Chinese Government Building security passes Completes $3.1m placement to First Institutional shareholder Lodges Scanner |
Crimestoppers International Signs LOI for IPP acquisition Share price . 30c YPB’s 1c options trading at .14c |
|
| maturity | Patents | ||||||
| Signs with | bringing patent | ||||||
| largest China | applications to | ||||||
| closure | 7 total | ||||||
| manufacturer | |||||||
| projected at | Signs first | ||||||
| $A10m over | China Fapio | ||||||
| the term | contract |
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**Rapid
global
expansion**
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“The
Brands
are
in
USA
–
the
problem
is
in
Asia
where
YPB
is
strong”
China
• Beijing
–
Head
office,
R&D
and
sales
office
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• Dalian
Mari7me
University
as
research
hub
USA
• Los
Angeles
head
office
with
growing
team
- Network
of
Ambassadors
&
distributors
growing
• In
communica7on
with
over
140
brands
and
heads
of enforcement
agencies
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Australia
- Corporate
presence
&
growing
sales
rela7onships
Thailand
-
Country
Manager
in
place
&
alignment
with -
Enforcement
agencies
on
track
for
2015
rollout -
IPP
acquisi7on
underway
Indonesia
- Distribu7on
agreement
in
place
UK
- Distribu7on
strategy
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YPB ’ s growing media & public interest
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Two tiered approach to fighting
counterfeit is well received…
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YPB can deliver a full solution in authentication and then also manage actionable data through mobile & web
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Exciting product pipeline
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Protect online purchases Track & Trace Government Docs
Data gathering apps Fuel & Additives Mini Scanners
Secure printing Apparel & Fashion labels Product Packaging
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Contracted since IPO
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3yr contract for Guangdong tax invoices. 14 million invoices in first year
4yr contract for Yantai HICAP who produce 2 billion bottle closures p.a. estimated value A$10m over term
5yr contract for ink supply for tobacco and wine industry estimated value A$16m over term
Began supply of Tracer to Government Building security passes in China
RFID & NFC partnership LOI with Hidali in China
Partnership agreement with Crime Stoppers International & use of Brand Reporter platform
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Projected revenue potential
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Positive announcement flow
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Consistent positive announcements to the market since IPO. Activity is planned to accelerate in 2015
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USA
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USA has been the perfect move – the Brands are in USA – the problem is in Asia
Ambassadors & industry partners established
Sports, apparel, wine as major focus areas
Printing JV to be established in May 2015
Sports memorabilia partnership with online exchange TBA
Marketing & digital hub for Brand Reporter
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Global growth & strategy
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CHINA
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Strong team in place across sales, technical & admin
Australia
Closed large contracts with projected Revenues over their terms of A$26m
Thailand & SE Asia
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Strong relationships with shareholders & investors
SE Asia hub developed in Bangkok
Very strong sales pipeline
Global fuel additive business opportunity developing
Acquisition of IPP being Brand Reporter & finalised Smartphone app launch Q2
Significant sales opportunities with brands
Significant opportunities with wine & export brands
Online retail authentication to become a focus in H2 2015
Relationship with Thai police & counterfeit unit developing
Australian exports to China highly susceptible to counterfeit
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Brand Reporter
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Acquired in Q3 2014 Now a complete suite of mobile solutions for brand protection
Brand reporter to be re-launched on new platform & China in Q2 2015
Major brands throughout USA are currently engaged and revenue expected from Q2 2015
Complimentary solution to YPB tracer material & increases client engagement & revenue potential
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Digital pipeline
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Brand Reporter
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Coming…
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Launch in China & SE Asia Q2 2015
Online retail product authentication
New Brand Reporter website launch Q2 Consumers will be able to interact and download the Brand Reporter application. Creating viral following of YPB. Contracts with major brands in USA expected Q2 2015
Chinese online retailers have created massive exposure to this problem.
YPB & Brand Reporter will create a solution needed by Brands
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Positive Sales Pipeline
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China Sales team with extensive knowledge & industry background
Rapid sales development in Thailand with new team utilising industry connections. In USA YPB has been communicating with over 140 brands with positive developments expecting to bring revenue in 2015
Currently in negotiations with 2 major partners in USA to rapidly expand sales
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IPO .20c Investors Up 50%
YPB’s 1c Options currently 14c !!
0.5
0.45
0.4
0.35
0.3
0.25
0.2
0.15
0.1
0.05
0
7/08/14
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7/10/14
7/11/14
7/12/14
7/01/15
7/02/15
7/03/15
7/04/15
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IPO investors up +50% from IPO
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-
Current Market cap $40.25 Million
-
Listed 8[th] August at 20c
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High of 45c
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Solid support & shareholder loyalty
-
Good announcement flow
-
Strong contracts in place
-
Brand Reporter re-build and re-launch Q2
-
Loyalty Options scheme completed
-
$3.1 Million Placement to strategic
-
& institutional investors – first institutional shareholder
-
SPP raised $1.4m on 17[th] April 2015
-
Shareholders:
Directors - 64% Top 20 - 84%
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Thank you for your time
Contact us today [email protected]
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