Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

CODEIFAI LIMITED Investor Presentation 2015

Oct 19, 2015

64630_rns_2015-10-19_a7cbce36-2605-4050-a059-c2337a5850c8.pdf

Investor Presentation

Open in viewer

Opens in your device viewer

==> picture [316 x 123] intentionally omitted <==

investor overview John Houston Executive Chairman and CEO

==> picture [259 x 363] intentionally omitted <==

October 2015

Investment highlights

==> picture [82 x 82] intentionally omitted <==

brand protection growing global issue

==> picture [82 x 82] intentionally omitted <==

high margin, growing and recurring revenue

==> picture [82 x 82] intentionally omitted <==

suite of proprietary technology solutions

==> picture [82 x 82] intentionally omitted <==

global clients global presence

==> picture [82 x 82] intentionally omitted <==

consumer engagement tied to brand protection

==> picture [82 x 82] intentionally omitted <==

experienced and proven team

2

A pioneer in brand protection and detection solutions connecting global brands and their consumers around product authenticity

==> picture [380 x 55] intentionally omitted <==

3

Huge opportunity in growing global market

trillion current value of 1.7 global counterfeit trade $

China’s share of counterfeits seized 70% by US customs

estimated share of global trade 7% that is counterfeit

billion corporate and government spend 284 combating counterfeiting $

people die each year from lethal counterfeit 300k pharmaceuticals

4

Brands cannot risk losing consumer trust

==> picture [465 x 278] intentionally omitted <==

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

lost health
revenue risk
quality litigation
RISK
brand brand
image equity
----- End of picture text -----

5

YPB owns the world’s first end-to-end counterfeit protection solution

==> picture [336 x 336] intentionally omitted <==

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

BRAND
Looking to protect
themselves from
counterfeit
PROTECT
Anti-counterfeit
CONNECT print packaging
Smartphone and labeling
solutions
to detect
and connect
PROTECT
IP solutions
DETECT
and forensic
Tracer and
services
scanner
protection
solutions
----- End of picture text -----

6

We have built a global business since IPO

2010 2011 2012 2013 2014 2015
- Design - FDA - AQSIQ - Successful - Acquired brand protection
commenced certification Production ASX listing consulting business
tracer and scanner - First product License - Acquired - Acquired print
trials begin - Certification Brand integration business
- First trial
contracts signed
in China

Beijing
Administration
- IP platform
secured with

reporter
- Acquired nTouch
- Signed Hicap and Shensaier
supply contracts
Patents - Began supply to Chinese
Government for Building passes
- Signed first contract to protect
Chinese Government ‘fapiaos’
- Shipments begin
to major customers
- Signed contract to protect salt
packaging in China
- First major industry association
contract signed in China

7

We have built a strong IP portfolio

YPB’s intellectual property currently consists of the following:

Patents issued

  • 4 x China

  • 1 x USA (shared patent)

Patents pending

  • 6 x China

  • 1 x PCT

  • 2 x USA

  • Trademarks

  • 4 x Australia

  • 1 x USA

8

==> picture [297 x 55] intentionally omitted <==

==> picture [33 x 37] intentionally omitted <==

==> picture [294 x 48] intentionally omitted <==

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

PROTECT DETECT CONNECT
----- End of picture text -----

Covert markers embedded into products

==> picture [97 x 235] intentionally omitted <==

  • YPB’s proprietary markers and additives include a range of patented microscopic inorganic food safe compounds

  • Can be applied to products before, during or after manufacture

  • Used in protecting government documents, bank deposit certificates, ePassports and high value brands

  • Only entity the CTAAC in China has licensed that supplies invisible technology

  • Meets US, EU and Sino FDA standards for food contact

9

==> picture [239 x 55] intentionally omitted <==

==> picture [293 x 229] intentionally omitted <==

==> picture [33 x 37] intentionally omitted <==

==> picture [294 x 48] intentionally omitted <==

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

PROTECT DETECT CONNECT
----- End of picture text -----

Highly trained and experienced team

  • Security consultancy that specialises in forensic investigation high level government and brand security

  • Designs security documents, products and systems with a focus on governments and Fortune 500 corporations

  • Our VariSec Foil technology used in more than 100 million e-passports worldwide

  • 35 year security industry experience extends to many Fortune 100 companies

  • Integrates with and enhances the YPB’s protection offering

10

==> picture [261 x 48] intentionally omitted <==

==> picture [150 x 95] intentionally omitted <==

Tracer

Tiny particles measuring only 2-5 microns are embedded in the product as a unique tracer.

==> picture [151 x 106] intentionally omitted <==

Scanner

A YPB scanner excites the tracer and produces a positive or negative result.

==> picture [33 x 37] intentionally omitted <==

==> picture [294 x 48] intentionally omitted <==

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

PROTECT DETECT CONNECT
----- End of picture text -----

Invisible, cannot be copied or destroyed

  • Patented, invisible and non-destructible

  • Cannot be copied

  • Safe for food contact; meets FDA standards

  • Tracer embedded during or after manufacturing process

  • Low cost as little as .01US cent

  • Versatile – can be embedded into almost any material

  • Integrates with Smartphone plug-in scanner (eta 2016)

11

==> picture [287 x 55] intentionally omitted <==

==> picture [33 x 37] intentionally omitted <==

Brand Reporter SaaS Software platform to authenticate products in one scan on a smartphone using QR codes.

==> picture [294 x 48] intentionally omitted <==

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

PROTECT DETECT CONNECT
----- End of picture text -----

Smartphone apps to detect and connect

Brand Reporter is a smartphone platform that identifies, tracks and allows collection of data on counterfeit products

  • Sold as SaaS service for a monthly fee

  • Allows Brands to collect actionable data

  • Direct access to consumer engagement for Brands

nTouch proximity marketing technology engages with consumers to generate big data

nTouch

Smartphone software that uses proximity marketing to gather and develop big data. Acquisition in progress.

  • Fully tested platform based on time, location and specific user profiles

  • Integrates seamlessly with YPB’s services through engagement and big data

12

Attractive revenue model

Strong client relationships

Strong client relationships acquired with acquisitions of Intellectual Product Protection Group (IPP) and Continuous Forms Control (CFC).

High volume contracts

Key relationships established with HiCap (2 billion bottle closures) and Shenzen Shensaier (leading supplier of high-end UV printing ink and paint manufacturer).

Global scale

Tracer technology can be easily integrated into products and packaging with a large US$284bn market opportunity.

Upselling opportunities

Multiple revenue opportunities from selling tracer, packaging, printing and connection solutions to existing China, ASEAN and USA customers.

13

Outstanding growth

Big data will provide a new market for supply chain security and consumer engagement

Accelerating momentum in China now expanding globally

Delivering a complete solution to existing and new clients

Strong position in USA to be replicated in China, Australia and across Asia

Significant government and Fortune 500 opportunity

14

Outstanding clients Huge opportunity to cross-sell solutions

==> picture [159 x 48] intentionally omitted <==

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

PROTECT
----- End of picture text -----

==> picture [160 x 48] intentionally omitted <==

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

PROTECT
----- End of picture text -----

Anti-counterfeit print
packaging and labeling
IP Solutions and
forensic services

==> picture [160 x 48] intentionally omitted <==

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

DETECT
----- End of picture text -----

==> picture [160 x 48] intentionally omitted <==

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

CONNECT
----- End of picture text -----

Tracer and scanner Smartphone solutions protection solutions to detect and connect

==> picture [40 x 19] intentionally omitted <==

==> picture [40 x 30] intentionally omitted <==

==> picture [47 x 11] intentionally omitted <==

==> picture [38 x 22] intentionally omitted <==

==> picture [60 x 23] intentionally omitted <==

==> picture [37 x 25] intentionally omitted <==

==> picture [36 x 27] intentionally omitted <==

==> picture [46 x 11] intentionally omitted <==

==> picture [42 x 12] intentionally omitted <==

==> picture [54 x 21] intentionally omitted <==

==> picture [21 x 25] intentionally omitted <==

==> picture [59 x 11] intentionally omitted <==

==> picture [47 x 13] intentionally omitted <==

==> picture [33 x 24] intentionally omitted <==

==> picture [47 x 14] intentionally omitted <==

==> picture [42 x 13] intentionally omitted <==

==> picture [50 x 12] intentionally omitted <==

==> picture [25 x 29] intentionally omitted <==

==> picture [45 x 15] intentionally omitted <==

==> picture [33 x 25] intentionally omitted <==

==> picture [45 x 15] intentionally omitted <==

==> picture [48 x 19] intentionally omitted <==

==> picture [59 x 15] intentionally omitted <==

==> picture [47 x 10] intentionally omitted <==

==> picture [47 x 27] intentionally omitted <==

==> picture [47 x 11] intentionally omitted <==

==> picture [33 x 17] intentionally omitted <==

==> picture [39 x 20] intentionally omitted <==

==> picture [30 x 30] intentionally omitted <==

==> picture [42 x 19] intentionally omitted <==

==> picture [47 x 18] intentionally omitted <==

==> picture [31 x 33] intentionally omitted <==

==> picture [32 x 22] intentionally omitted <==

==> picture [38 x 14] intentionally omitted <==

==> picture [50 x 11] intentionally omitted <==

==> picture [63 x 17] intentionally omitted <==

==> picture [69 x 12] intentionally omitted <==

==> picture [46 x 19] intentionally omitted <==

==> picture [39 x 14] intentionally omitted <==

==> picture [45 x 12] intentionally omitted <==

==> picture [66 x 10] intentionally omitted <==

==> picture [63 x 13] intentionally omitted <==

==> picture [63 x 13] intentionally omitted <==

==> picture [51 x 20] intentionally omitted <==

==> picture [62 x 10] intentionally omitted <==

==> picture [62 x 8] intentionally omitted <==

==> picture [62 x 15] intentionally omitted <==

==> picture [31 x 33] intentionally omitted <==

==> picture [31 x 33] intentionally omitted <==

==> picture [41 x 31] intentionally omitted <==

==> picture [40 x 19] intentionally omitted <==

==> picture [32 x 22] intentionally omitted <==

==> picture [46 x 12] intentionally omitted <==

15

China China’s largest feather and down industrial association

$40K per annum $30K potential p.a. $10K potential p.a. PROTECT DETECT CONNECT IP Solutions and Tracer and scanner Smartphone forensic services protection solutions solutions to detect and connect

==> picture [168 x 241] intentionally omitted <==

$380K potential p.a.

==> picture [101 x 48] intentionally omitted <==

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

PROTECT
----- End of picture text -----

Anti-counterfeit IP Solutions and print packaging forensic services and labeling

16

==> picture [435 x 324] intentionally omitted <==

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

$140K
per annum
$85K
potential p.a.
$25K
potential p.a. $10K
potential p.a.
PROTECT PROTECT DETECT CONNECT
Anti-counterfeit IP Solutions and Tracer and scanner Smartphone
print packaging forensic services protection solutions solutions to detect
and labeling and connect
$260K
US$
potential revenue
per annum
----- End of picture text -----

USA Apparel hang tags, woven labels and price tickets

==> picture [181 x 226] intentionally omitted <==

17

==> picture [136 x 137] intentionally omitted <==

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

$1.4M
US$
potential revenue
per annum
----- End of picture text -----

Global Anti-counterfeit solution of a global IT provider

==> picture [242 x 235] intentionally omitted <==

$600K potential p.a.

$550K potential p.a.

$160K per annum

$30K per annum potential p.a. PROTECT PROTECT DETECT CONNECT Anti-counterfeit IP Solutions and Tracer and scanner Smartphone print packaging forensic services protection solutions solutions to detect and labeling and connect

18

Strategically located support for our clients

==> picture [545 x 177] intentionally omitted <==

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

USA
LA Beijing
CHINA
INDIA
Bangkok
ASEAN
AUSTRALIA
Sydney
----- End of picture text -----

19

Leadership: unparalleled expertise

==> picture [78 x 91] intentionally omitted <==

John Houston Executive Chairman Chief Executive Officer

Forty years international business building

==> picture [78 x 91] intentionally omitted <==

Robert Whitton Chief Financial Officer Company Secretary Non-executive Director

Experienced Company Director, previously partner at prestigious Australian accountancy practice

==> picture [78 x 91] intentionally omitted <==

==> picture [78 x 92] intentionally omitted <==

==> picture [78 x 92] intentionally omitted <==

Jens Michel Chief Operating Officer

Highly effective and experienced in ASEAN and APAC business building and operations

Timothy Merchant Chief Technical Officer

Thirty-five years in government and currency printing, anti-counterfeit consultant and forensic services focused in USA and ASEAN

Wesley Wang General Manager China

MBA with project management experience leading to sales and business operations in China

==> picture [77 x 90] intentionally omitted <==

==> picture [77 x 90] intentionally omitted <==

==> picture [77 x 91] intentionally omitted <==

Richard Raju

Chief Marketing Officer

Fifteen years at director level big four agency, six years China, extensive consumer marketing experience

Ralph Davis President Print Solutions

Forty years in print and packaging industries and successful business operator

Simon Szewach Managing Director nTouch Founder of nTouch platform, with a wealth of knowledge in customer analytics, online and mobile marketing

20

YPB owns the world’s first end-to-end solution No other company offers this level of future thinking and protection

Anti-counterfeit
print packaging
and labelling
IP solutions
and forensic
services
Consumer
engagement
End– to-end IP
solution design
Invisible to the
human eye
YPB
3M
Honeywell
OpSec
Thin Film Electronics
Authentix

21

Investment highlights

==> picture [82 x 82] intentionally omitted <==

brand protection growing global issue

==> picture [82 x 82] intentionally omitted <==

high margin, growing and recurring revenue

==> picture [82 x 82] intentionally omitted <==

suite of proprietary technology solutions

==> picture [82 x 82] intentionally omitted <==

global clients global presence

==> picture [82 x 82] intentionally omitted <==

consumer engagement tied to brand protection

==> picture [82 x 82] intentionally omitted <==

experienced and proven team

22

Disclaimer

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.

23

==> picture [316 x 123] intentionally omitted <==

==> picture [720 x 18] intentionally omitted <==

John
Houston
CEO

+61
458
701
088 [email protected] Robert
Whi0on
CFO/Company
Secretary +61
457
666
309 [email protected]