DATADOT TECHNOLOGY LIMITED - AGM Information 2018

23 November 2018

ASX Announcement

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_______________ 2018 Annual General Meeting Address by Chair & Chief Executive Officer Presentation

_______________

Before turning our attention to the first item of business I would like to briefly talk about the effort and activities that your Directors and the Management of DataDot are pursuing to restore shareholder value.

It is important that you understand that we have been very active in our determined efforts.

Yes, I am disappointed that in FY2018 we were not able to grow our revenue and I am also disappointed that we have not yet been able to finalise the proposed transaction with Beston Group.

That said, our efforts are continuing.

In relation to growing our revenues, our sales pipeline continues to grow and show some great promise. I know we have said that before. In my review, included at the front of the Annual Report, we talked of a number of initiatives that show great promise. Additionally, the legislation in India for compulsory vehicle marking has developed in the last twelve months and Temogen has made three submissions to the India Standards Board that if adopted would see our product well placed to be the adopted vehicle marking solution.

Temogen will tell you some more about these developments in his presentation.

Management and the Board over the past 12 months have actively investigated and pursued a number of potential corporate transactions which would have been complementary to the DataDot business model as well as enhancing shareholder value.

While none of these have proven appropriate to bring to completion at this stage, we will continue to pursue suitable opportunities at a corporate level.

Two other matters that I want to mention because they have been very time consuming, resource hungry and disruptive to our efforts, are the EGM called in April 2018 by a very small number of shareholders and the potential spill motion included in our notice of meeting for this morning arising from our Remuneration Report first strike at this meeting last year.

We are grateful for the significant support shown by shareholders at the EGM and in relation to the Remuneration Report for FY 2018. I thank you for your support for us as Directors so that we can continue our efforts to restore value without unnecessary distraction.

Ladies and gentlemen, thank you.

For further details contact:

DataDot Technology Limited Patrick Raper, Company Secretary Phone: +61 2 8977 4900 [email protected] www.datadotdna.com

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Page 1

Chief Executive Officer’s Presentation Annual General Meeting 23 November 2018

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Revenue growth continues to be our top priority 4. And we are continuing to build 1. Expenses and Cost of Goods continue to reduce awareness and grow leads 2. There is renewed interest in 5. While also exploring transaction DataDotDNA from emerging options markets, especially India 3. Across all regions we have a strong pipeline of DataTraceID opportunities

Expenses and costs of goods sold continue to reduce

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Expenses ($m)
5,683,982
4,454,725
3,795,470
2,964,570
FY16 FY17 FY18 FY19 (forecast)
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COGS:Revenue (%)

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45%
44% 43%
42%
40%
40%
35%
33%
FY16 FY17 FY18 FY19 (forecast)
Dots Trace
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Dots

• FY19 expenses forecast to be under $3 million • Continuation of efforts to improve the cost base, primarily driven by headcount reductions

•

Focus on COGS also starting to bear fruit

Review of film suppliers (FY18) and plastic components (FY19) Tape production capability to be introduced in the UK (FY19)

• Well placed to translate revenue growth into earnings. Increased revenue from an efficient and effective cost base critical to success

There is renewed interest in DataDotDNA from emerging markets, especially India • • • Steady volumes from key auto Growing OEM relationship with In the last year things have markets: Toyota, now includes progressed in India • • • Australia (Subaru) Germany It seems that the govt will publish a • • US after market Russia voluntary standard and consider • • Italy (Fiat) – slowing since 30 South Africa mandating after 2 years of operation June; uncertain

• In the last year things have progressed in India • It seems that the govt will publish a voluntary standard and consider mandating after 2 years of operation

Across all regions we have a strong pipeline of DataTraceID opportunities • • • Revenue from existing customers was Testing underway with: Earlier stage leads in a range of • down, but we expect these a National Mint industries including: • • relationships to be productive in the a major Russian resources 2 automotive OEMs for parts future: company marking • • • Exploring an expansion of an international manufacturer of relationship with a Pharma wine capsules companies, and • • multinational a number of construction related thru a range of label and • Multinational FMCG now using providers packaging partnerships Sample Buying Service • Activity in the gaming segment

industries including: • 2 automotive OEMs for parts marking

• a number of international FMCG companies, and • thru a range of label and packaging partnerships

And we are continuing to build awareness and grow leads Webinars Social Media Campaigns Thought Leadership Counterfeit Counsel Survey Increased Web Presence

Campaigns Increased Web Presence

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Unit 9, 19 Rodborough Road Frenchs Forest, NSW 2086 AUSTRALIA

www.datadotdna.com [email protected] 61-2-8977-4900

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DATADOT TECHNOLOGY LIMITED AGM Information 2018

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_______________ 2018 Annual General Meeting Address by Chair & Chief Executive Officer Presentation

For further details contact:

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DATADOT TECHNOLOGY LIMITED — AGM Information 2018

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_______________ 2018 Annual General Meeting Address by Chair & Chief Executive Officer Presentation

For further details contact:

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