ION VIDEO LTD — AGM Information 2019

Nov 25, 2019

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Transforming the Global Video Market

Annual General Meeting 26 November 2019

Disclaimer

This document includes “forward-looking statements” within the meaning of securities laws of applicable jurisdictions. Forward looking statements can generally be identified by the use of the words “anticipate”, “believe”, “expect”, “project”, “forecast”, “estimate”, “likely”, “intend”, “should”, “could”, “may”, “target”, “plan”, “guideline”, “guidance” and other similar expressions. Indications of, and guidance on, revenue models, pricing, earnings and financial position and performance are also forward-looking statements.

This presentation has been prepared by Linius Technologies Limited (LNU). The information contained in this document is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context.

document are based on certain assumptions which may in time prove to be false, inaccurate or incorrect. Readers are cautioned not to place undue reliance on forward looking statements and LNU assumes no obligation to update such information.

This document is not, and does not constitute, an offer to sell or the solicitation, invitation or recommendation to purchase any securities in any jurisdiction, and neither this presentation nor anything contained in it forms the basis of any contract or commitment. Without limiting the foregoing, this document does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United States. The securities of LNU have not been, and will not be, registered under the U.S. Securities Act of 1933, as amended (Securities Act) or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States except in compliance with the registration requirements of the Securities Act and any other applicable securities laws or pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act and any other applicable securities laws.

The information contained in this document is not investment or financial product advice and is not intended to be used as the basis for making an investment decision. In preparing and providing this document, LNU has not considered the objectives, financial position or needs of any particular recipient. LNU strongly suggests that investors consult a financial advisor prior to making an investment decision.

Such forward-looking statements are not guarantees of future pricing, performance and events, and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of LNU, its related bodies corporate, and their directors, officers, employees, contractors, agents and advisors, that may cause actual results to differ materially from those expressed or implied in such statement. Actual results, performance or achievements may vary materially from any projections and forward looking statements and the assumptions on which those statements are based. In particular, potential revenue opportunities and guideline pricing models set out in this

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 LNU, its related bodies corporate, or their shareholders, directors, officers, employees, contractors, agents or advisors, nor any other person accepts any liability, including, without limitation, any liability arising out of fault or negligence for any loss arising from the use of information contained in this document.

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document.
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Welcome & Agenda

Resolutions

Resolution 1 – Adoption of the Remuneration Report for the year ended June 30, 2019 Resolution 2 – Re-election of Director – Stephen McGovern Resolution 3 – Approval for additional 10% placement capacity Resolution 4 – Ratification of prior issue of Share – September 2019 placement Resolution 5 – Approval for the issue of Shares to Gerard Bongiorno – September 2019 placement Resolution 6 – Adoption of New Constitution Resolution 7 – Approval of Proportional Takeover Provisions in New Constitution

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Summary of Proxies Received

	Resolutions	For	Against	Proxy’s discretion	Abstain / Excluded
	Resolution 1 – Adoption of the Remuneration Report for the year ended 30 June 2019	248,711,577	1,063,000	578,711	24,083,334
	Resolution 2 – Re-election of Director – Stephen McGovern	272,857,911	1,000,000	578,711	-
	Resolution 3 – Approval for additional 10% placement capacity	272,536,856	1,321,055	578,711	-
	Resolution 4 – Ratification of prior issue of Share – September 2019placement	193,950,059	1,032,600	578,711	78,875,252
	Resolution 5 – Approval for the issue of Shares to Gerard Bongiorno – September 2019 placement	249,496,522	1,278,055	578,711	23,083,334
	Resolution 6 – Adoption of New Constitution	272,742,456	1,095,455	598,711	-
	Resolution 7 – Approval of Proportional Takeover Provisions in New Constitution	272,209,856	1,628,055	598,711	-

Chairman’s Address

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Gerard Bongiorno

Having invested in and established the assets required to meet our vision, we can now roll out across the video value chain.

Personalization – Blockchain Subsidiary - Next

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Linius patented Video Virtualization Engine [TM] (VVE) to deliver to
mass markets in 3 ways:
Self service to global markets through a SaaS model
Mass distribution through partners and re-sellers
Industry specific divisions and solution sets built
around VVE
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Video Personalization Services built for replication

SportsHero

• Linius tech in the SportsHero app and through ‘white label’ solutions, including the mobile app, ‘Kita Garuda’, developed for the Football Association of Indonesia (PSSI).

• Kita Garuda mobile app being aggressively promoted to PSSI’s 80M fans across Indonesia.

Racing.com

• Successful launch of Replay Hub Stage 1 during Melbourne Spring Racing Carnival.

• Search and assemble video on any horse, any jockey, any track – on the fly.

• Second stage in development with personalized channels to feature race replays, Racing.com TV channel and racing news.

National Basketball League (NBL)

• Linius has entered into a Licensed Agreement with the National Basketball League (NBL) for Video Personalization Services.

• NBL will be able to provide every viewer with a hyper-personalized video experience.

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Demonstration

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Personalized Sports Experiences Other Sports

Vertical Rollout Plan

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Completed In dev.
Meta data Clients
Tech POCs Global
Soccer (OPTA) ready deployed Won Rollout
secured SportsHero Sign
Re-sellers
& SIs
Clients
Meta data Tech POCs Won Global
Racing secured ready deployed Racing.com Rollout
Sign
Re-sellers
& SIs
Meta data Clients
Tech POCs Global
Basketball (OPTA) ready deployed Won Rollout
secured NBL
Sign
Re-sellers
& SIs
Meta data
Sports Clubs Tech POCs Clients Global
Sports Betting secured (OPTA) ready deployed Won Rollout
Sign
Re-sellers
& SIs
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SaaS Revenue model

1. Virtualization $0.0092 per min

Purposefully low cost to encourage virtualization of as much content as possible Includes third party cost from AI provider

With AI $0.3000 per min without AI $0.1480 per min

1. Enrichment

2. Personalized video delivery

$0.0022 per min

The bulk of the fees, in line with the client’s monetization model

$0.0017 per min $0.0012 per min

• T1: <= 10,000,000pcm T2: > 10,000,000 &

• <= 50,000,000pcm

T3: > 50 000 000 pcm

A simple example

Client X is a mid-sized broadcaster with 10,000,000 subscribers

The client broadcasts 50 football matches per week at an avg. length of 90 min each

• 25% of subscribers take on a personalized soccer channel at $5 per month generating new revenues of $12.5m pcm for the client

• On average each subscriber watches their channel 6 hours a month Linius revenues of ~$1 million pcm

Multiply this by every broadcaster, by every sport and the numbers become large very quickly

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It is purposely
simple. We virtualize
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metadata, and play out
personalized videos.
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Personalizing core verticals

Vision Strategy

Status

Green light for global roll out

Increased Corporate communication and compliance

Outsource to Microsoft

Commercial POC completed, Co-sell agreement w/ MSFT signed, On boarding MSFT with initial briefings completed. Metadata generated by Microsoft’s Video Indexer. Technology market ready and deployed.

Personalization delivers the answer to News driving news subscription

Partner with news aggregators

Green light for global roll out

Commercial POC’s completed , First aggregator won – Newstag. Metadata available through AI, predominantly MS Video Indexer. Technology market ready and deployed.

Security Instant actionable intelligence & Defense

Engage advisors to facilitate introductions

Green light for global roll out

Commercial Deep engagement with UK agencies. Early engagement with US agencies. Metadata Available through AI. Technology available and deployable off the shelf.

Green light for global roll out

Education

Enhanced Commercial Currently integrating with Kaltura (6.7% OVP market share), promoting on Kaltura marketplace; Outsource via product learning and signed agreement with Media Amp, market leader in the US. integrations research Metadata Available through AI. Technology Available and deployable off the shelf.

Video on the Blockchain

We’ve partnered with IBM Aspera and other major industry players to accelerate the deployment of the Media & Entertainment digital asset workflows on the cloud, via an underlying digital asset trusted network (DATN).

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proof of ownership / rights
audit history
double spend
time and speed
We’ve proven it with a public
demonstration.
We’ve secured the necessary
intellectual property.
We’ve architected the solution.
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We showcased this with IBM at IBC - International Broadcasting Convention - in September.

Corporate Overview

Volume/Value

Vision

Share Price (25 November 2019)	A$0.035
Market Cap	A$40.91m
Total Shares on issue / listed on ASX	1,169m
Total options on issue Fully diluted shares on issue	90m 1,259m
Cash on hand as at 30 Sep 2019	$4.87m
Estimated cash spend Dec 2019 Quarter	$1.98m
Net Assets at 30 June 2018	$5.5m
Major Shareholders	%
Earthrise Pty Ltd / Archaea Pty Ltd	9.4
Technical Investing	5.5
Steve McGovern	3.9
Gerard Bongiorno	3.1

Share Price Performance

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14 $0.055
12 $0.050
10 $0.045
8 $0.040
6 $0.035
4 $0.030
2 $0.025
- $0.020
1/03/2019 1/04/2019 1/05/2019 1/06/2019 1/07/2019 1/08/2019 1/09/2019 1/10/2019 1/11/2019
Volume Adj Close
Volume Traded (million) Share price (adj close)
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Register

Board Shareholding (%)	7.0
Board & Management Shareholding (%)	7.0
International Shareholding (%)	3.7
Total Shareholders	2,644

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Thank you. Questions?