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ORCODA LIMITED — AGM Information 2014
Nov 17, 2014
65482_rns_2014-11-17_fd478a7e-d4c3-4417-bfc5-1b22f7aa240f.pdf
AGM Information
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SmartTrans
Holdings
Limited
(ASX:
SMA) Bryan
Carr
–
Managing
Director
&
CEO AGM
2014 18
November
2014
1
SmartTrans
Holdings
Limited
–
October
2014
1
**SmartTrans’
three
established
businesses**
1.
**China
mobile
&
online
payments
pla@orm**
-
Allows
companies to
transact
and
process
payments
in
China -
SMA
also
sells
its
own
mobile
content
through
payments
pla@orm -
Mobile
payments
preferred
payment
method
for
Chinese
consumers
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2.
**MarkeEng
&
Sales
of
Mobile
Phone
ApplicaEons
(Apps)**
-
SMA
sells
its
own
and
third
party
Apps
directly
to
mobile
subscribers -
Receives
a
royalty,
and
also
revenue
through
exisEng
billing
pla@orms -
A
large
(over
US$2.9
billion*)
and
growing
market
in
China
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3.
**Mobile
&
online
LogisEcs
soQware
provider
in
Australia**
-
LogisEcs
soQware
to
opEmise
goods
delivery -
Recurring
revenue
from
long
term
contracts
–
typically
3-‐5
years -
Australian
focus
–
opportunity
to
integrate
with
mobile
payments
pla@orm
in
China
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*Source:
hJp://www.pocketgamer.biz/asia/data-‐and-‐research/58833/18-‐key-‐trends-‐from-‐the-‐chinese-‐mobile-‐games-‐market/
SmartTrans
Holdings
Limited
–
October
2014
2
**2014
Financial
Year
Achievements**
-
2014
has
been
a
transformaUve
year
for
SmartTrans -
Divestment
of
non-‐core
assets
(exploraUon
tenements)
to
focus
on
core
business
divisions -
Reduced
company
cost
base
and
overheads
-‐
$600,000
in
ongoing
costs
taken
out
of
the
business -
Solid
and
growing
revenues
in
China
and
Australia
–
Up
90%
for
the
year -
Significant
increase
in
China/Hong
Kong
Revenue -
New
billing
agreements
in
China
providing
access
to
ALL
mobile
phone
subscribers
in
China -
New
products
and
services
launched
in
China -
Blue-‐chip
client
list
for
mobile
and
web
logisUcs
sobware
business
in
Australia
with
solid
recurring
revenue
SmartTrans
Holdings
Limited
–
October
2014
3
**Mobile
&
online
payments
pla@orm
–
China
Market**
PAYMENTS
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DISTRIBUTION
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China
Forums Youku
Qihoo
360
Brand
sites
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WeChat Baidu
Product
Review
sites Targeted
Media
Ads
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Celebrity
Endorsement Social
Media
Ads
Uprising
Social
Media
RenRen
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Tencent
Influencer
Outreach
UGC
Kaixin
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Blogger
Reviews Email
Direct
MarkeUng
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Mobile
MarkeUng
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SmartTrans
Holdings
Limited
–
October
2014
4
**Smart rowin idl phone
use
and
export
g g
rap y
in
China**
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**Shipments
of
smartphones
in
China
from
2010
to
2015**
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----- Start of picture text -----
103.1%
40000
56.0%
35.2%
32.5%
28.3%
30000
25857
20000
20153
15210
11250
10000
7210
3550
2010
2011
2012
2013
2014
2015
Shipments
of
smartphones
by
(10,000)
Growth
rate
----- End of picture text -----
Source:
www.theguardian.com/technology/2014/jan/13/smartphone-‐explosion-‐2014-‐india-‐us-‐china-‐firefoxos-‐android
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Source: Publically
available
data
of
iResearch
SmartTrans
Holdings
Limited
–
October
2014
5
**Mobile
payments
growing
rapidly
in
China**
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----- Start of picture text -----
User
billings
are
increasing
every
month
–
250,000
in
October
2014
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SmartTrans)User)Billings)
300,000""
250,000""
200,000""
150,000""
100,000""
50,000""
0""
Jul+14" Aug+14" Sep+14" Oct+14"
----- End of picture text -----
SmartTrans
Holdings
Limited
–
October
2014
6
**China’s
Mobile
Game
App
Market**
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Mobile
subscriber
purchases
an
App
for which
SMA
receives
a
royalty
-
SMA
also
processes
payment
for
third -
party
App
sellers
through
its
exisUng
mobile payments
plalorm
–
another
source
of revenue -
SMA
markets
mobile
game
apps
to
customers
through
social
media
plalorms
and
distribuUon
partners
in
China -
SMA
licences
and
sells
mobile
game
apps
developed
by
China’s
mobile
game
developers -
SMA
can
market
to
a
large
number
of
mobile
game
users
in
China
via
exisUng
billing
agreements -
SMA’s
embedded
billing
plalorm
in
game
apps
also
provides
addiUonal
revenue
streams
SmartTrans
Holdings
Limited
–
October
2014
7
**LogisEcs
soQware
business**
**Client
LogisEcs SMA
distribuEon
pla@orm Delivery
informaEon
sent
to Driver
informaEon
monitored OperaEon
Centre sends
informaEon
to
drivers handheld
devices through
logisEcs
pla@orm**
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-
SMA
logisUcs
sobware
used
by
blue
chip
companies
to
opUmise
goods
delivery
and
reduce
logisUcs
costs -
Electronic
Proof-‐of-‐Delivery,
bar
code
&
signature
record
keeping,
cash
reconciliaUon
systems -
Typically
3-‐5
year
contracts
with
circa
50%
of
contract
value
billed
in
first
year
–
very
high
customer
retenUon -
Strong
recurring
revenue
streams
with
good
margins -
Pursuing
expansion
in
Australia
and
China - integraUon
with
billings
plalorm
SmartTrans
Holdings
Limited
–
October
2014
8
**In
Summary**
1.
ConEnuing
uptake
by
third
parEes
of
SMA’s
mobile
payments
pla@orm
is
a
key
growth
driver
2.
MarkeEng
and
sales
of
Mobile
Game
Apps
in
China
market
represents
a
significant
opportunity
for
SMA
3.
Growth
in
logisEcs
business
in
Australia
and
China
will
strengthen
recurring
revenue
base
Three
businesses
now
well
established
and
ready
to
deliver
strong
revenue
growth
SmartTrans
Holdings
Limited
–
October
2014
9
Disclaimer
This
document
does
not,
and
does
not
purport
to,
address
any
or
all
issues
which
are
or
may
be
material
or
of
interest
to
the
Recipient
in
connecUon
with its
own
due
diligence
review
of
the
Company,
the
Business
or
otherwise.
The
Recipient
may
not,
and
by
receiving
this
document
the
Recipient acknowledges
that
it
is
not
enUtled
to
and
agrees
not
to,
rely
on
any
part
of
this
document
(whether
as
to
a
maJer
of
fact,
forecast,
opinion
or
belief)
for any
purpose
whatsoever.
Certain
statements
in
this
document
relate
to
the
future.
These
forward
looking
statements
involve
known
and
unknown
risks,
uncertainUes,
assumpUons and
other
important
factors
that
could
cause
the
actual
results,
performance
or
achievements
of
the
Company
and
the
Business
to
be
materially
different from
future
results,
performance
or
achievements
expressed
or
implied
by
such
statements.
Such
forward
looking
statements
are
based
on
numerous assumpUons
regarding
present
and
future
business
strategies
and
the
environment
in
which
the
Company
will
operate
in
the
future.
No
representaUon, assurance
or
guarantee
is
given
that
the
occurrence
of
the
events
expressed
or
implied
in
any
forward
looking
statements
in
this
document
will
actually occur.
The
forward
looking
statements
in
this
document
reflect
views
held
only
at
the
date
of
this
document.
Past
performance
informaUon
given
in
this
document
is
given
for
illustraUve
purposes
only
and
should
not
be
relied
upon
as
(and
is
not)
an
indicaUon
of future
performance.
By
accepUng
this
document,
the
Recipient
agrees
that
it
will
make
and
rely
solely
upon
its
own
due
diligence
invesUgaUons
and enquiries
and
will
not
in
any
way
rely
upon
any
of
the
informaUon
in
this
document
or
use
this
document
for
any
purpose
other
than
as
informaUon
to assist
the
Recipient
and
its
advisers
to
undertake
its
own
due
diligence
invesUgaUons
and
enquiries.
None
of
the
statements,
opinions,
projecUons,
forecasts
or
other
forward-‐looking
informaUon
contained
in
this
document
have
been
independently verified
and
no
commitment,
representaUon
or
warranty,
express
or
implied,
is
made
in
relaUon
to
their
accuracy,
reasonableness
or
completeness. Furthermore,
where
statements
in
this
document
are
taken
from
or
aJributed
to
sources
created
by
third
parUes,
the
Recipient
should
have
regard
to those
sources
and
rely
on
its
own
enquiries.
SmartTrans
has
prepared
this
document
based
on
informaUon
available
to
it
at
the
Ume
of
preparaUon
and
subject
to
the
qualificaUons
in
this
document. To
the
maximum
extent
permiJed
by
law,
neither
the
Company
nor
any
of
its
respecUve
related
bodies
corporate
or
other
affiliates,
directors,
officers, employees,
representaUves,
agents,
advisors
or
their
respecUve
advisors’
affiliates
or
partners,
directors,
officers,
employees
or
contractors
(each
a Limited
Party
and
together
the
Limited
ParUes)
takes
any
responsibility
for
the
contents
of
this
document
or
any
acUon
taken
by
the
Recipient
or
any other
person
on
the
basis
of
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in
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document.
The
Limited
ParUes
disclaim
any
obligaUon
or
undertaking
to
disseminate
aber
the
date
of this
document
any
updates
or
revisions
to
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forward
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to
reflect
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change
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expectaUons
in
relaUon
to
those
statements
or
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events,
condiUons
or
circumstances
on
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is
based.
To
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permiJed
by
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any
and
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in respect
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and
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including
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limitaUon
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indirect
or
consequenUal liability,
expenses,
losses,
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arising from
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being
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No
Limited
Party makes
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warranty,
express
or
implied,
as
to
the
currency,
accuracy,
completeness,
reliability,
fairness
or
correctness
of
the informaUon
contained
in
this
document
or
about
SmartTrans
generally
or
any
opportunity
to
invest
in
SmartTrans
in
the
future.
SmartTrans
Holdings
Limited
–
October
2014
10
Contact:
Bryan
Carr Managing
Director +61
412
111
968 [email protected]
SmartTrans
Holdings
Limited
–
October
2014
11