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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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YPBs 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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7/11/14
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

  • High of 45c

  • 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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