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CODEIFAI LIMITED — Investor Presentation 2025
May 7, 2025
64630_rns_2025-05-07_3658bee6-e84e-4691-82c5-38c5f18da44d.pdf
Investor Presentation
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Codeifai – AGM 2025 the year to create global scalability
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Connect Deeper, Faster, Smarter
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a code for everyone and everything
Codeifai Limited (ASX: CDE) has pivoted to become a Brand Solutions technology group, developing and selling digital Brand Solutions focussed around QR codes with an almost endless range of applications.
CDE’s solutions allow Brands to Connect Deeper, Faster, Smarter with their users.
Codeifai’s SaaS products ConnectQR TM and ProtectCode[TM] provide a code for everyone and everything.
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Codeifai Limited (ASX: CDE)
Connect Deeper, Faster, Smarter
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CDE has pivoted to focus on QR code technology
Q1 Cash receipts Material Science Margins
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128% growth in Q1 2025 cash receipts on PcP
Strategic review initiated & MIT license terminated Gross Margins trending at 95%>
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ASX: CDE
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Codeifai is set to become a rapidly scalability, highly profitable growth engine
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What’s changed internally?
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What’s changed externally?
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Developed and released ConnectQR
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Global embrace of QR technology post Covid
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Created digital transfer connectivity for all products
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QR codes now used for payment gateways
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Adapted ProtectCode to global DDRS market
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Self Service SaaS means 24/7 customer signups
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Staff Costs reduced by 60%YoY
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Fraud in Recycling DDRS schemes increasing
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Monthly cash burn reduced to $135k per month
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Growing importance of SEO / Meta / Google
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Strategic review of Material Science division
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Digital Transfer technologies readily accepted
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MIT Patent agreement terminated saving circa $100k p.a
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QR codes now used for file transfers
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Costs compared Q1 2021 to Q1 2024
Connect Deeper, Faster, Smarter
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ConnectQR has added enormous revenue potential
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MOQ 1 Million
USD 0.01
Rules Based Brand Protection
Double Redemption MOQ 1 Million
Consumer Engagement USD 0.01
GS1 Market (Digital Link)
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New Revenue Stream a self serve SaaS model, the market is estimated to be valued at *$3.5B USD by 2033
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● Millions of potential users self serve SaaS model works 24/7 with no need for a sales force
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● Subscription Self serve SaaS model highly competitive feature led subscription based pricing
Enormous potential Market Size
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(*) https://www.futuremarketinsights.com/reports/qr -code-labels-market
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Codeifai technology proven in new markets and geographies
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Smart -tab
Systems
LLC
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High Value Nutraceuticals
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Henry Blooms’ Phytologic Latest Australian manufacturer to adopt Track and Trace with BrandReporter
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Packaging Peru
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Minimum 4 million codes p.a. First codes invoiced in
January 2024.
- As of April 2024, over 3M codes.
Covering 53 different SKUs and 21 companies. Revenue over contract $115k
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Recycling Industry
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- Reverse Vending Machine solution initially for Kenya. Exclusive supplier for Africa. Potential A$800k revenue p.a. Protects against double redemption.
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Heavy Industry/Mining
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Gaming/Lottery
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Safeguarding Rim -Lock’s Smart -tab Systems LLC combats pull tab/instant lottery proprietary lock -nut system Where retainers and cases ticket fraud in the USA using CDE Tracer and OEM Module are marked for track n trace currently in regulatory to ensure service continuity approval stage
Safeguarding Rim -Lock’s
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Connect Deeper, Faster, Smarter
(*) https://www.futuremarketinsights.com/reports/qr -code -labels-market
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ProtectCode is a serialised QR code solution integrated with CDE’s cloud -based platform, CDE Connect®. It transforms product packaging into a powerful tool for customer engagement and brand protection. ProtectCode provides unique QR codes for each product, ensuring authenticity and enabling advanced analytics.
With over 250 Million codes generated we are trusted by Brands
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Starting from MOQ 1M 0.01 (USD)
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Connect Deeper, Faster, Smarter
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Full commercial Launch April 2024
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Artificial Intelligence (AI) QR codes added May 2024
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We are ideally positioned to take a strong position in this market
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Always “On” to generate revenue 24/7
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SEO / Google / Meta based marketing
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Canva integration August 2024
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Feature led pricing starting from US$6 per month
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Connect Deeper, Faster, Smarter
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Codeifai’s ConnectQR highly competitive in lucrative market
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Static
Static Static
Dynamic Dynamic Dynamic
Acquired QR
Established 2019 Established 2018 generator 2021
$US28.4m annual (3) $US3.6m annual (1) $US74.4m annual (2)
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Static Dynamic Generative AI Serialised Track and Trace Commercial launch April 2024
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(1)https://www.starterstory.com/stories/qrcode-tiger
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(2)https://www.zoominfo.com/c/bitly-inc/352356162
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(3)https://www.zoominfo.com/c/beaconstac-inc/363443224
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First significant integration is with Canva More to come!
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Print Based Trade
Magazines
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Connect Deeper, Faster, Smarter
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Ready to ride coming wave in global packaging
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Brands will shift from 1D to 2D codes driven by GS1 global standards
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The global packaging market is expected to grow to USD 1.33 trillion by 2028 (CAGR of 3.89%)(1)
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More than 1 billion products have a 1D barcode which gets scanned over 10 billion times each day(*)
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ConnectQR is strategically positioned to capitalise on this industry shift
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(*)https://www.mordorintelligence.com/industry-reports/global-packaging-
Connect Deeper, Faster, Smarter
market#:~:text=The%20Packaging%20Market%20size%20is,markets%2C%20and%20changing%20ownership%20dynamics (1) https://www.gs1.org/about-gs1/year-review
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Board and Management
Key Contact Information
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John Houston
Chairman and Founder
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55 years’ of building successful businesses across the globe.
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● Built the US$2 billion Greenfield mobile phone company Operated a US $350 million EBIT telecommunications company.
Colin Turner
Non-Executive Director
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Colin Turner has served as a director of both private and ASX listed entities.
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● Served as the Chairman of the audit committee of an ASX listed entity. Colin is an experienced Accountant with experience across many industry verticals.
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George Su Non-Executive Director
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Over 30 years’ Business experience in the Asia-Pacific region
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● Chief Executive of Richlink, servicing ultra-high-net-worth Chinese investors. Former head of the Australian operations of China’s largest investment bank, CITIC Securities.
Martin Ross
Chief Operating Officer
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A successful business builder and brings years of experience.
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● Oversees the sales and marketing department operations for CDE. A background in business operations and strategic planning has allowed Martin to successfully lead teams, drive growth, and improve efficiency.
John Houston Executive Chairman and CEO
Martin Ross Chief Operating Officer
Email [email protected]
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Codeifai digital first slashes cost of doing business
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Historical Now
Connect & Tracer Self-Service SaaS
Direct mail, exhibitions, cold calls Digital marketing
Direct sales representatives Feature led pricing
12 month minimum lead time More frequent sales
Mainly large exporters, price per code Targeting high volume of users
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Fraud in Digital Deposit Recycling market has emerged globally
Example (1): California January 2022.
- Deposit Refund Scheme saw losses of at least
US$200m
- Fraud investigations revealed the same containers redeemed multiple times
The solution: Codeifai’s ProtectCode
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(1) https://bottlebillreimagined.org/wpcontent/uploads/2022/03/FactsheetPREVENTING-FRAUD.pdf
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Challenge: Fraud in Deposit schemes
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Our Solution: Codeifai’s ProtectCode
Codeifai’s ProtectCode technology offers Ecocan a robust solution to this problem. Here’s how it works:
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Unique Serialisation : Each beverage container is marked with a unique, serialised ProtectCode at the point of manufacture
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Integration with RVMs : The serialised ProtectCode are integrated with Reverse Vending Machines (RVMs). These machines read and record the unique codes when containers are returned along with other information needed by the regulatory authorities.
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Fraud Prevention : The system ensures that once a container is redeemed, its code is logged and cannot be used again, thus preventing double redemption.
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Data Capture : The technology simultaneously captures data on redeemed containers, providing valuable insights for managing the recycling chain efficiently.
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Step 1 Step 2
ProtectCode on Scanning at RVM
Containers Consumers bring their
Each recyclable container is containers to an RVM
printed with a unique
ProtectCode.
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Step 4
Step 3
Eligibility Check
Database Validations
Eligible for redemption: The RVM scans the
- The RVM confirms ProtectCode and references
eligibility for redemption. the database for validation
- A voucher is printed.
Not eligible:
- Notification on the
RVM screen
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Connect Deeper, Faster, Smarter
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Wrap up
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ConnectQR sales model Launch Product Offering Q1 2024
Regulatory approval being sought to implement CDE Tracer into the large gaming and lottery sector Smart -tab Systems LLC
Ongoing work with manufacturers to integrate CDE's technology into existing hardware for use in multiple sectors
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Further sales expansion through existing reseller channels ( CDE China, Korea & Channel Partners in Australia)
Sales growth and technology implementation through subsidiary companies of CDE's large, established - partners and customers unlocking brand integration opportunities
Ongoing expansion into new sector verticals and additional international market entries to drive sales
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Connect Deeper, Faster, Smarter