MOTIO LTD — Investor Presentation 2021

Nov 11, 2021

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SNAPSHOT FY20/21 Investor presentation

Disclaimer

This presentation contains certain statements that may constitute forward-looking information under applicable securities laws. All statements, other than those of historical fact, which address activities, events, outcomes, results, developments, performance or achievements that Motio Limited anticipates or expects may or will occur in the future (in whole or in part) should be considered forwardlooking information. In some cases, forward-looking information is identified by the use of terms and phrases such as “anticipate”, “believe”, “could”, “estimate”, “expect”, “intend”, “may”, “plan”, “predict”, “project”, “will”, “would”, and similar terms and phrases, including references to assumptions. Such information may involve, but is not limited to, comments with respect to expectations, planned operations or future actions. These forward-looking statements are based on currently available information as of the date of this presentation but are subject to known and unknown risks, uncertainties and other factors that may cause actual results, performance or achievements to be materially different from those expressed or implied by such forward-looking information. The forward-looking information contained in this presentation is expressly qualified by this cautionary statement.

A number of risks, uncertainties and other factors could cause actual results to differ materially from the results discussed in the forwardlooking information, including, but not limited to, the following: risks associated with reliance on key personnel; financial health of Motio Limited and its related cash flows; general industry and market conditions and growth rates; legislative and regulatory developments; general economic conditions and levels of economic activity; global financial conditions; financing risks; degree of competition in the industry; risks associated with the development of projects; changes in employee relations; and control of costs and expenses.

Forward-looking information reflects Motio Limited’s current beliefs and is based on information currently available to Motio Limited and on assumptions it believes to be reasonable. The forward-looking information is made as of the date of this presentation and Motio Limited assumes no obligation to update or revise such information to reflect new events or circumstances, except as may be required by applicable law. Prospective investors should not read forward-looking information as guarantees of future performance or results and should not place undue reliance on forward-looking information. Nothing in this presentation is, or should be relied upon as, a promise or representation as to the future.

Our vision: To be the global leaders in Digital Place Based Media and Audience Experience.

Focusing on key audience channels that Motio can lead, building an ecosystem of data, utility, content, software and payment products that provide audience experience within our locations & align with media core.

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Adam Cadwallader CEO & MD

Michael Johnstone Michelle Malley COO CFO

company leadership

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Corporate Snapshot

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Corporate Snapshot

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9000000 0.16
Issued Capital
8000000 0.14
Total number of shares on issue 240,883,857 7000000
0.12
Shareholder (as at November 11) 1,008 6000000
0.1
5000000
Market Capitalisation 0.08
4000000
0.06
3000000
Share price as at November 11 $0.091
0.04
2000000
Market Capitalisation $21.92M
1000000 0.02
Significant Shareholders 0 0
Capital H Management Pty Ltd 18.69%
F H C Wilson Pty Ltd 4.53%
Swift Media Ltd 4.15%
Close $ Share price (ASX:MXO)
Spicerack Pty Ltd 3.55%
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Close $ Share price (ASX:MXO)
Volume Close $
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What is Digital Place Based Media?

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What is Digital Place Based?

Out-Of-Home formats

Long dwell time environments

Niche audiences at scale

Through utility that changes Location based outcomes

Contextually relevant & engaging content.

High quality up-to-the-minute

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2020/2021 Highlights

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FY20/2021 Highlights

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Launch of Motio Media

Formal establishment of our National, Direct and Local sales teams, as experts in Digital-Place-Based Media.

Completion of Capital Raise

in readiness to take advantage of opportunities to develop our business acquisitively and organically.

Acquired Medical Media

on April 1[st] 2021 to dramatically expand our Digital-Place-Based networks where we can win and make change to a sector that has been unloved and undervalued.

Retired Cross Track

A key milestone and objective achieved ahead of time and with favourable conditions to Motio in all aspects of the retirement of the Cross Track assets.

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Quarter 1
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Quarter 2
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Quarter 3
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Quarter 4
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Launch of payments

to build, leverage and enhance our relationships with our Indoor Sporting community by assisting to transform Out-Of-Home formats their payment gateways

Programmatic connections

to enable brands to buy our media through digital, automated and connected platforms.

Health roll out

Began the re-sign and upgrade roll out to bring our entire network under industry standard display, software Niche audiences at scale and connectivity.

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Motio Media Growth

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$450,000.00 $2,500,000.00
Forward bookings +101%
$400,000.00 as a YOY comparison
Exponential growth $2,000,000.00
$350,000.00
from a standing start.
$300,000.00
$1,500,000.00
$250,000.00
$200,000.00
$1,000,000.00
$150,000.00
$100,000.00
$500,000.00
$50,000.00
$0.00 $0.00
Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21
Revenue Cumm Revenue
Media Billings for FY2020/2021
2021 October
2020 October
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Booked forward revenue As at October 15, 2021

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Corporate strategy

Circumflex: a pathway to Audience Experience

Media ownership & sales representation

Motio continues to enhance its ‘media ownership’ position, Digital Place-Based Media. Motio will explore possibilities for complementary ownership & representation to deepen our position and expand our audience reach capability.

Current

• Acquired Adline Out-Of-Home Sport & Leisure locations

• Acquired oOh! Health network in major medical centres

• Acquired Swift Health & Wellbeing (Medical Channel Pty Ltd)

• Signed 4 Year contract with IPN medical centres

• continuing with key sales representation opportunities

Next 12 months

• Continue to scale organically in our owned channels. (IPN)

• Explore acquisition opportunities in Digital Place Based environments that have broadcast appeal or are ‘niche at scale’

• Continue to enhance sales representation & explore additional, synergistic verticals

Long term

• Further M&A based on opportunity for company value growth

Out-Of-Home Content & Creative

Continue to build Enormity and its capability in content, creative practice and technology based, dynamic enhancements - specifically focussed on content and advertising for Out-Of-Home.

• Agnostic service for Out-Of-Home locally & worldwide

• White label ‘outdoor’ for agencies in Australia & abroad

• Insource/Outsource model

• Develop a scalable self-service marketplace model for customers to access centralised OOH content

• Make content and creative affordable, working for our own and other companies’ customers

AdTech/Sportech/Medtech

Invest in AdTech/Sportech/Medtech & Data that enhances audience experience, increases engagement and provides accessibility to brands and business that supports Moto’s medica core.

• Scalable AdTech and peripherals that service the efficiency of Out Of Home & Place-Based media

• Sportech & payments technology that increases ease, profitability and/or expands our footprint ‘where people play’

• Key integrations across our digital screen environments that enhance the Audience Experience

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Our audience channels.

Owned

Represented

Growth

?

• National network of digital displays across 500+

• ‘mega medical’ and community-based point of care environments

• Will be at 600 locations by April 2022

• Displays positioned in ultra long dwell-time locations

• • Reaching contextual, Wellbeing-focused audiences • Content rich, high engagement waiting suites

• Utility based network, offering direct engagement to each practice via our platforms

• First party data enabling accurate audience measurement and demographic segmentation

• • Focused on the patient experience supporting key audience engagement points.

• National network of digital displays within indoor sporting centre environments.

• Displays positioned in naturally long dwell-time locations

• Reaching active ‘lifestyler’s’ every week

• Intersection of sport, friends and community

• • Growing indoor sports of cricket, netball, futsal, basketball, swimming & inflatable playgrounds

• Exclusive software integration enabling payments, communication, competition management and first party data provision

• • Programmatically enabled.

• National network of digital displays across 500 Ampol, on-the-go retail locations across Australia

• Exclusive representation of the in-store digital display network

• Over 1,000 digital displays positioned at impact locations above the service counter, fridge,

• freezer and retail locations

• Reaching a mass audience with

purchase intention

• High quality 1[st] Party data to target key audience segments

• Ready to launch programmatically.

Acquire/Organic considerations

• 1[st] Party Data Capable

• Increased dwell time (not walk by or drive by)

• Defined audience or activity

• Sector/channel we can win (low saturation or undervalued)

• Utility at the core for the location

• outcome for all parties

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operating model.

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NATIONAL SALES LOCAL SALES COMMERCIAL PROPERTY
RELATIONSHIPS WITH
MEDIA AGENCIES & CENTRE OWNERS &
LOCAL BUSINESS
NATIONAL BRANDS MANAGMENT
AND SELLS
AUDIENCE LED GEO SPECIFIC LONG-TERM MOTIO’S AUDIENCE
CAMPAIGNS CAMPAIGNS EXPERIENCE PLAFORM
CREATES
VALUE WITH
DIGITAL
DISPLAY LOCAL AREA SOFTWARE + CONTENT
MARKETING HARDWARE
INSIGHTSDATA + CONTENT DIGITAL DESIGN COMMUNICATIONCUSTOMER
DISPLAY SERVCES
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The business has been transformed into a digital media company that is focussed on . Audience Experience

Key criteria for acquisitive & organic growth

Media

• Niche audience at scale

• Increased media inventory

• First Party Data capable

• Tech that can change the outcome

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National Direct Local Programmatic
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Foundation

• Supports the ‘Media Core’

• Enhances or advances the audience experience

• Delivers Utility/Efficiency

• Grows Revenue for mutual benefit

• Audience/Customer Centric

• Integrate with Motio Systems

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Utility
Based
Software Payments Content Future Tech
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21/22 goals

1

3

4

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2

5

Questions.

Adam Cadwallader Chief Executive Officer

adam@motio.com.au +61 419 999 867

Michael Johnstone Chief Operating Officer

michael@motio.com.au +61 414 671 000

LEVEL 15 189 KENT STREET SYDNEY Motio Limited ASX: MXO