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DATAWORKS GROUP LIMITED — Investor Presentation 2021
Nov 7, 2021
64802_rns_2021-11-07_167130ca-f633-467c-bec6-c86ddd39d217.pdf
Investor Presentation
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IXUP LIMITED | NOVEMBER 2021
Investor Presentation Providing technology solutions for data collaboration
ASX:IXU • [Pronounced: ‘Eyes up’]
The demand for safe and effective data collaboration is rapidly increasing
IXUP creates privacy-preserving technology solutions for all levels of security, governance and data sensitivity
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ABOUT
The business of data
Every business is now a data play. To win, you'll need to play hard and leverage data as a competitive advantage. Play hard with data.
IXUP is the key
Our privacy-preserving technology enables you to leverage data sets from multiple sources, while having the peace of mind that you are also managing the risks. Play smart and address the risks.
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ABOUT
New rules of the game
IXUP has the new playbook for sensitive data
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Data
collaboration
Big Data Economy
Data Data
at rest In transit
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Greater leadership accountability to manage the risks - tougher international privacy laws, governance requirements, cyber security considerations and increasing fears of data breaches leading to greater security requirements. 1
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High
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Low
Low High
Level of Security
Data Sensitivity
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Businesses must collaborate with their data to compete. Sensitive data is more valuable data and has a greater security and compliance requirement.
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4
ABOUT
Opportunity
Play hard
Play smart
Business is the toughest game in the world.
You'll need to effectively leverage data through collaboration as a competitive advantage to win, let alone survive. IXUP enables you to play hard using data as a powerful competitive advantage.
A winning data play effectively uses collaboration to generate rich insights, while addressing the risks. IXUP's technology can safely handle the most sensitive of data sets. IXUP enables you to play smart and address the risks.
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ABOUT
Solution
IXUP’s technology capability delivers...
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Peace of mind with global legislative and regulatory compliance
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Privacy-preserving data collaboration tools for all levels of governance, security and data sensitivity
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Access to additional enrichment data sets
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Easy to implement, easy to use, cost-effective and scalable solution
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A playbook for securing smart data plays for winning the game of business and using data as a powerful competitive advantage
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Our business model
Licensing Licensing
and profit- and profit-
sharing sharing
revenues revenues
Enhance
Technology
existing
licensing
products
Technology
Capability
Secure
Build new
data
products
market
Licensing Revenues
and profit- from
sharing reselling
revenues data
We leverage our technology capability into products and lucrative markets
OUR REVENUE OUR REVENUE
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ABOUT
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ABOUT
Our team
Our company
ASX:IXU
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Julian Babarczy Marcus Gracey Freya Smith NON-EXECUTIVE CHAIRMAN MANAGING DIRECTOR & CEO NON-EXECUTIVE DIRECTOR
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Matt Davey Ian Penrose
Dean Joscelyne
NON-EXECUTIVE DIRECTOR STRATEGIC ADVISOR STRATEGIC ADVISOR
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| Share Price(as at 5 Nov 2021) | $0.22 |
|---|---|
| Ordinary Shares | 822.4m |
| Options (various strike prices) | 181.4m |
| Market Cap. Cash(as at 30 Sept 2021) |
$180.9m $3.5m |
| Debt | $0.0m |
| Enterprise Value | $184.4m |
| Performance Shares | 45.3m |
IXU SHARE PRICE
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ABOUT
Our strategy
Focus
-
Enabling products (existing and new) with our core technology
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Go-to-market phase and generating early revenues
Mission
To be the first choice for compliant, secure, privacy-preserving smart data collaboration solutions
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Product and technology pricing
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Establishing strategic partnerships and alliances
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Driving market adoption and revenue
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Sports markets and associated M&A opportunities
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Company building activities, systems, resourcing and acquisition integration
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Executive team and management development
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Strengthening our technology and IP portfolio
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Reviewing branding and marketing and associated collateral
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ABOUT
Environmental Social Governance
Developing technology solutions and partnerships for social and economic value
Social Value
Do good Influence positive impact
Do no harm
Act responsibly
Committed to managing business Law & assets and processes Regulation in support of crucial governance principles
Projects
Ethical Gaming & Sports Integrity
Diversity, equity and inclusion through fair and ethical treatment
Our Team
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ESG
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Build strong, long- Shared Value term, value-adding relationships
Strategic Roadmap Economic and objectives to Value drive revenue and shareholder value
Environmental Value
Effective and efficient management of resources to reduce environmental impacts and financial costs
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ABOUT
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October 2021
Application of core IXUP
Constant innovation Aug 2021 technology capability to
Data enrichment ethical gaming and wagering
partnerships
July 2021
commenced to
Acquired Data Sandbox
and added core IXUP develop data market
technology capabilities
April 2021
DataPOWA – POWA and deployed to
index acquired and customers
added IXUP core
2019 technology capability
to create 2.0 POC
Homomorphic
Encryption GEO Vertical integration and
mapping SaaS / PaaS focus on sports data
markets commenced
Onboarding of major
Market roll-out
enterprise clients
underway
underway
October 2021
Activating global
Go-to-market process
channel partners
underway with refreshed
September 2021
company strategy
DataPOWA Ltd August 2021
acquisition
July 2021
Data Republic
technology acquisition
June 2021
SOC 2 Certification
2020
TECHNOLOGY
DEVELOPMENT
COMPANY
EVOLUTION
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IXUP ISO Accreditation 2018
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Patented Technology Solutions
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PATENTED TECHNOLOGY SOLUTIONS
Core technology line up
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Enhance Technology
productsexisting licensing
Technology
capability
Secure
Build new data
products market
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E N G I N E Encrypted data in a secure environment
Client-side Robust data Computations on
encryption governance encrypted data
Insights with
zero data loss
or misuse
Technology
capability
S A N D B O X Unencrypted data in a secure environment
INPUTS GOVERNED WORKSPACE OUTPUT
Neutral capability Customer environment
Customer
Data
Partner
Data Data Data Consumable
License Sandbox Join analytics output
Data / App / Algorithm
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PATENTED TECHNOLOGY SOLUTIONS
Enhance existing products
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Enhancement process
New product
Existing product
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POWA Index 2.0 , which incorporates IXUP technology, creating a unique pathway for entry into large international markets, particularly Europe and North America
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POWA index AI-driven digital sports sponsorship product developed by UK based DataPOWA Ltd
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POWA index enhanced with Engine functionality and capability
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Secure enrichment of 1st party data sources
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Rights holders and sponsors extract value from multiple data sets, including fan data
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Unlimited data sources can be combined and analysed
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Secure, governed, scalable and cost-effective solution
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Rank and track sponsorship effectiveness
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Co-marketing and intelligent insights
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Enhance Technology
productsexisting licensing
Technology
capability
Secure
Build new data
products market
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Opportunity
-
Revenue stream from existing client base
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Commercialising new product in the market
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New target market and clients
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Direct licensing
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Licensing and profit-sharing revenues
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PATENTED TECHNOLOGY SOLUTIONS
POWA index 2.0
DataPOWA Limited
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Initial collaboration moving to acquisition
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Acquired for AU$12m
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($3.25m cash plus milestone based equity)
Premier League use case
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Securely consolidated intra-company datasets (retail and transactions) for premier league football team
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Performed an encrypted de-duplication of fan data
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Enriched Premier League data with rich demographic and expenditure data provided by IXUP
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Aggregated insights were securely exported to an interactive analytics dashboard
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Enhance Technology
productsexisting licensing
Technology
capability
Secure
Build new data
products market
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Valuable insights and outcomes: Compared their fans against football fans and the general UK population. This information was used to better understand their customers, leading to a more targeted marketing campaign and the adoption of a more data-driven approach when dealing with sponsors.
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PATENTED TECHNOLOGY SOLUTIONS
Build new products
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Solution
Problem
-
IXUP’s engine incorporated into GeoComply’s “PlayPause” product
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Need for oversight, integrity and compliance for online gaming and sports wagering
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New 'PlayPause' product allows sporting leagues, sports betting operators and regulators to better manage impermissible betters and excluded players
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Creating ethical and responsible gaming in collaboration with GeoComply, a cyber security specialist in geolocation, fraud detection and digital identification
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Proof of concept
- Proof of concept trials to be conducted with major US sporting leagues, sports betting operators and regulators
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Enhance Technology
productsexisting licensing
Technology
capability
Secure
Build new data
products market
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Go to market
-
GeoComply has 100% market share of the US iGaming market and has existing marketing-leading “PlayPause” product
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Conditional on successful POC, upgraded product to be jointly commercialised
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Significant Environmental Social Governance (ESG) project
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PATENTED TECHNOLOGY SOLUTIONS
Technology licensing
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Direct licensing
Opportunity
-
Sandbox and Engine capability can be licensed directly from IXUP either together or separately
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Licensing arrangements with customers and end users for Sandbox and Engine are scalable internationally
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Engine provides highly sophisticated data collaboration capability for the most sensitive data with military level encryption and security
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Significant pipeline of advanced opportunities for Sandbox and Engine
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Sandbox allows data owners to invite third parties to work on their data in a secure environment
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Enhance Technology
productsexisting licensing
Technology
capability
Secure
Build new data
products market
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Customers, channel partners and resellers
-
Sandbox currently licensed to a US based tier-one Health Insurance Company
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Sandbox facilitates crowd sourced and customer sourced innovation
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Significant strategic alliances and reseller arrangements already in place
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PATENTED TECHNOLOGY SOLUTIONS
Secure Data Market
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Enrichment data
Data Market
-
Clients can now fuse their data with additional enrichment data supplied by IXUP – filling in gaps, adding detail and colour
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Initial market testing underway with access to Acxiom data sets
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Acxiom are the largest global owner of sociodemographic data operating in over 60 countries
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Platform enables new data market that is a uniquely secure method of deploying and reselling third party data
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Engine
Benefits
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Cost-effective access to additional enrichment data
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Platform is both a collaboration solution and a data marketplace for data providers and IXUP customers
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Enables a faster build of use cases without a third party involved
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New POWA index 2.0 product developed to consume third party enrichment data for the sports sponsorship and sports data markets
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Innovative commercialisation pathway
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Valuable collaboration can start with IXUP
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Third party
-
enrichment data
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Enhance Technology
existing licensing
products
Technology
capability
Secure
Build new data
products market
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Customer data
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Valuable mission critical insights
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Significant Market Opportunity
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SIGNIFICANT MARKET OPPORTUNITIES
Competitive landscape
We claim our market space by balancing data privacy and utility for enterprises working with sensitive data.
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Data Privacy
Bespoke
Higher Mobility
Solutions
Solutions
Data Utility
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SIGNIFICANT MARKET OPPORTUNITIES
Target markets and customers
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Est. Global
Market size AUD $27b $164b $30.1t $7.9t $13.6t $341b $38b $630b $362b
Source: Statista 2021
Professional
Initial Target
Sports Sports Gaming &
Insurance Banking & Finance Health Services / Government Aviation Real Estate
Markets Sponsorship Wagering
Consulting
Customers
IXUP
IXUP Vertical Integration accelerated
Path to market with strategic advisors
Commercialisation partners
Technology POWA index / POWA index 2.0
capabilities and
products Sandbox & Engine
IXUP vertical integration and ü Strong and immediate opportunities ü Next most ü Clear value
focus on lucrative sports data ü Focus and engagement accessible propositions
markets with strategic advisors opportunities ü On our watchlist
ü Looking at best
path to segment
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SIGNIFICANT MARKET OPPORTUNITIES
Right time right technology
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Covid accelerated digital transformation, highlighting the need for collaboration across extended data ecosystems
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Limited market competition and high barriers to entry, enforced by a strong intellectual property portfolio
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We solve one of the largest, current problems in the global data economy – privacy preserving data collaboration for highly sensitive Personal Identification Information (PII) data
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Early adopter enterprise customers already using our products in target markets and early revenues
Data markets are growing rapidly
Fan intelligence as a Service by 2022 $4bn
Predictive analytics market by 2026 $22.1bn ($5.7bn in 2019)
Big Data Analytics Market by 2027 $105bn ($37bn in 2018)
Data Protection as a Service by 2027 $103bn ($15 bn in 2020)
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Technology Advisors
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TECHNOLOGY ADVISORS
Sports & iGaming
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US-based Australian-born online wagering entrepreneur
Non-Executive Director / major shareholder, BetMakers Technology Group Limited (ASX:BET)
Director & Chief Executive Officer – Tekkorp Digital Acquisition Corp (NASDAQ: TEKK)
President / Founder Tekkorp Capital LLC
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Matt Davey
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Director & CEO, TEKKORP
Introduced DataPOWA & GeoComply opportunities to IXUP
Founded NYX Gaming in 2011, which he successfully built and sold to Scientific Games for US$630m
Renowned investor and advisor in the US gaming industry
Sponsor of two wagering focused SPACs
Provides valuable commercialisation insights and strategic M&A opportunities to IXUP for US-focused opportunities
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UK-based online gaming and wagering entrepreneur, executive and director
Experienced CEO of London Stock Exchange (LSE) listed sports, media and wagering-related businesses
Non-Executive Director of LSE-listed Playtech, the world’s largest sports betting and gaming software company
Ian Penrose
Non-Executive DIRECTOR, Playtech
Previous CEO of global wagering tech business Sportech
Chairman of DataPOWA Limited
Provides significant European network to assist with commercialisation and strategic acquisition opportunities
Strategic consultant to IXUP
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THE FINE PRINT
Legal disclaimer
This presentation has been prepared by IXUP Limited (“IXUP” or the “Company”) based on information available to it as at the date of this presentation.
The information in this presentation is provided in summary form and does not contain all information necessary to make an investment decision.
This presentation is not a prospectus and does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in IXUP, nor does it constitute financial product advice or take into account any individual’s investment objectives, taxation situation, financial situation or needs. An investor must not act on the basis of any matter contained in this presentation but must make its own assessment of IXUP and conduct its own investigations. Before making an investment decision, investors should consider the appropriateness of the information having regard to their own objectives, financial situation and needs, and seek legal, taxation and financial advice appropriate to their jurisdiction and circumstances.
Although reasonable care has been taken to ensure that the information included in this presentation is accurate and that the opinions expressed are fair and reasonable, no representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, none of IXUP, its officers, directors, employees and agents, nor any other person, accepts any responsibility and liability for the content of this presentation including, without limitation, any liability arising from fault or negligence, for any loss arising from the use of or reliance on any of the information contained in this presentation or otherwise arising in connection with it.
Forward looking statements
This presentation contains certain forward-looking statements that are based on the IXUP management’s beliefs, assumptions and expectations and on information currently available to management. Such forward looking statements involve known and unknown risks, uncertainties, and other factors which may cause the actual results or performance of IXUP to be materially different from the results or performance expressed or implied by such forward looking statements. Such forward looking statements are based on numerous assumptions regarding the Company’s present and future business strategies and the political and economic environment in which IXUP will operate in the future, which are subject to change without notice.
Past performance is not necessarily a guide to future performance and no representation or warranty is made as to the likelihood of achievement or reasonableness of any forward-looking statements or other forecast.
To the full extent permitted by law, IXUP and its directors, officers, employees, advisers, agents and intermediaries disclaim any obligation or undertaking to release any updates or revisions to information to reflect any change in any of the information contained in this presentation (including, but not limited to, any assumptions or expectations set out in the presentation).
This document has not been subject to external auditor review.
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IXUP LIMITED MEDIA ENQUIRIES Managing Director & CEO The Capital Network Marcus Gracey Julia Maguire +61 2 8206 8888 +61 2 8999 3699 [email protected] [email protected] www.ixup.com
This announcement has been approved for release by the Board of IXUP
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