ORCODA LIMITED — AGM Information 2017

Dec 18, 2017

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SmartTrans Holdings Limited (ASX:SMA) Annual General Meeting 19 December 2017

Disclaimer

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• This presentation is the property of SmartTrans Holdings Limited (“SmartTrans”). No part of this presentation may be reproduced or transmitted in any form or by any means without direct permission in writing from SmartTrans.

• Reliance should not be placed on the information or opinions contained in this presentation. This presentation contains summary information about SmartTrans as is current at November 2017. The information in this presentation is of a general background and contains only an overview and summary of certain data selected by the management of SmartTrans. The presentation does not purport to contain all the information that a prospective investor may require in evaluating a possible investment in SmartTrans nor does it contain all the information which would be required in a disclosure document prepared in accordance with the requirements of the Corporations Act 2001 (Cth). It is not investment or financial product advice (nor tax, accounting or legal advice) and should not be used in isolation as a basis to invest in SmartTrans. This presentation does not take into consideration the investment objectives, financial situation or particular needs of any particular investor. Any decision to purchase or subscribe for securities in SmartTrans must be made solely on the basis of the information contained in the public domain and if necessary after seeking appropriate financial and legal advice.

• This presentation is not a prospectus, disclosure document or offering document under Australian law or any other law. It is for informational purposes only. This presentation is not and does not constitute an offer, invitation or recommendation to subscribe for, or purchase any security in SmartTrans and neither this presentation nor anything contained in it shall form the basis of any contract or commitment. This presentation does not constitute an offer, solicitation or invitation in any, state or jurisdiction anywhere, or to any person to whom, such an offer or sale would be unlawful. This presentation is not intended as an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in the United States or to any person to whom it is unlawful to make such an offer, invitation or solicitation.

• 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 or any omission from this presentation or of any other written or oral information or opinions provided now or in the future to any person. To the maximum extent permitted by law, SmartTrans and its affiliates, related bodies corporate and their respective officers, directors, employees, agents and advisors, do not accept any responsibility or liability (including, without limitation, any liabilities arising from fault or negligence) in relation to the accuracy or completeness of the information, statements, opinions or matters (express or implied) arising out of, contained in or derived from this presentation or any omission from this presentation or of any other written or oral information or opinions provided now or in the future to any person or for any loss arising from any use of this presentation (or its content) or otherwise arising in connection with it.

• This presentation contains “forward looking statements” concerning the financial condition, results of operations and business of SmartTrans. All statements other than statements of fact or aspirational statements, are or may be deemed to be “forward looking statements”. SmartTrans’ forward-looking statements, intentions, forecasts, prospects, returns, expectations, statements in relation to future matters or other forward looking statement contained in this presentation may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct. There are usually differences between forecast and actual results because events and actual circumstances frequently do not occur as forecast and these differences may be material. They are based on a number of estimates and assumptions and known and unknown risks and uncertainties that are subject to business, scientific, economic and competitive uncertainties and contingencies, with respect to future business decisions, which are subject to change and, in many cases, are outside the control of SmartTrans and its directors. These risks include, but are not limited to price fluctuations, actual demand, currency fluctuations, production results, loss of market, industry competition, legislative, fiscal and regulatory developments, economic and financial market conditions in various countries and regions, political risks, project delay or advancement, and cost estimates.

• Neither SmartTrans nor its directors give any assurance that the forecast performance in the forecasts or any forward-looking statement contained in this presentation will be achieved. SmartTrans disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise, except as required by applicable law.

• Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance.

• Statements in this presentation are made only as of the date of this presentation unless otherwise stated and the information in this presentation remains subject to change without notice.

• To the maximum extent permitted by law, neither SmartTrans nor its affiliates, related bodies corporate and their respective officers, directors, employees, agents and advisors, nor any other person, accepts any liability as to or in relation to the accuracy or completeness of the information, statements, opinions or matters (express or implied) arising out of, contained in or derived from this presentation or any omission from this presentation or of any other written or oral information or opinions provided now or in the future to any person.

SmartTrans Holdings Limited (ASX:SMA) - AGM Presentation

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Chairman’s Address

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----- Start of picture text ----- Mark Vaile AONon-Executive Chairman----- End of picture text -----

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Brendan Mason Bryan Carr Yui (Ian) Tang Managing Director Non-Executive Director Non-Executive Director SmartTrans Holdings Limited (ASX:SMA) - AGM Presentation

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Tracy Colgan Mark Ziirsen Non-Executive Director Non-Executive Director

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Managing Director’s Presentation

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SmartTrans Holdings Limited (ASX:SMA) - AGM Presentation

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Two Easily Defined Businesses

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Logistics solutions

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• Internet and mobile transport management platform, sold as SaaS plus specialist services on long term (3+ years) contracts

• Clients see dramatic lift in fleet efficiency and delivery performance

• In Australia: established, blue chip client base, renewal rates of ~89%

• New contracts in FY17 deliver $1.4 million added recurring revenue, more to come before the end of F18 Q2

• China to come shortly, industrial payment gateway under development

China e-Commerce

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RooLife platform – selling Australian brands in China

• Comprehensive value-add bundle for Australian brands: regulatory, marketing, fulfilment, payment. Launched IP/RA protection service

Strong partnerships established with Shanghai Stock Exchanged-listed Shanghai Dodoca Information Technology Co. Ltd, and Wjike

After 7 months, monthly revenue ~$154k, showing strong organic growth B2B/O2O to be profitable faster than B2C if own brands employed

Value added services such as IP protection and trademark registration launched - already revenue generating

SmartTrans Holdings Limited (ASX:SMA) - AGM Presentation

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Foundation now reset for growth

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Strengthened Board & management

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• Brendan Mason appointed Managing Director 1 August 2017

• Recent Board appointments in China and Australia ensures right mix of local experience, financial rigour and operational capability

Restructure and cost reduction program advanced

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• Streamlining office locations

• Overhead cost base halved, will halve again

• Headcount from 45 to 21

Organic growth is underway

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• In China: New brands, such as Wolf Blass and Lindemans added to drive e-Commerce sales

• Additional services and market segments such as tourism now being sold

• Intellectual Property protection services launched – already revenue generating

• In Logistics software: a greatly expanding pipeline of new customers

Earnings accretive acquisitions

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• First step taken with Resource Connect transaction. A profitable, CF positive company. Significant synergies from day one

• Acquisition opportunities being pursued to scale China E-Commerce operations

• Healthcare Services opportunities being actively pursued

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Resource Connect: an acquisition that fits perfectly

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Business background

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• Personnel supply chain management business, based on proprietary iCuro cloud software platform

• Provides a total-project personnel management and tracking solution across all (sub) contractors

• Vast improvements in coordination of staff over transport, accommodation, and provisioning

• Greatly improves OH&S compliance

Earnings accretive transaction

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• FY2017 revenues of ~$7.5m. A mix of managed service charges, per-head charges and procurement margin over contract duration

• Cash flow positive – profitable for past three financial years, debt free

• Large sales pipeline over coming quarters

Highly complementary with transport logistics

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• “Every Resource Connect opportunity can use the SmartTrans transport solution.”

• Australian headquartered, administrative cost savings

• Comprehensive personnel + transport solution already being marketed

• In addition to resources and construction, exciting potential in healthcare

Attractive transaction terms

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• All scrip acquisition - 2,778 m SMA shares for 100% of business, debt free

• Three highly qualified Resource Connect Directors to join SMA board

SmartTrans Holdings Limited (ASX:SMA) - AGM Presentation

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Synergies and Growth Drivers

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----- Start of picture text ----- Synergies extracted withminimal integration----- End of picture text -----

By January 2018:

By April 2018:

In Financial Year 2019:

• Immediately revenue and profit accretive to shareholders.

• SmartTrans manages and optimises fixed assets. Resource Connect ensures that human assets are compliant and punctual.

• “We spent months manually scheduling vehicle fleets, SmartTrans could have done it in an afternoon” - Geoff Jamieson CEO Resource Connect.

• Combined overheads halved as result of the merger.

• Combined service optimises people movements and multimode transport types.

• Transport SaaS supplemented by the Managed Service offering of Resource Connect. Broadens customer reach and value-add. Resource Connect used this approach to save a key customer $15m per person per day last year.

• iCuro Healthcare (part of acquisition) will have its first revenue generating customer.

• Healthcare. Logical migration to healthcare service delivery. Currently poor compliance adherence for mobile carers. Poor client/provider matching. Competitive services providing location visibility or matching only.

• Enquiries already flowing from India and China. So far strategy is to prove concept in our own backyard.

• Manage by performance delivered, not by software usage alone. A true managed service sells based on value delivered, not by a fee per use of software application.

• Embrace small contractors. To date smaller contractors have been locked out due to size. SMA’s Express and RC’s iCuro lite will serve smaller contractors.

SmartTrans Holdings Limited (ASX:SMA) - AGM Presentation

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Many Potential Industries – one example Health and Disabilities Services

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Caring for the Living at Home

• Aging population is a well known fact (right exhibit)

• Aged care living at home will increase at a faster than retirement home living

• Resource Connect’s iCuro platform easily manages compliance. ie. Is that carer certified to inject?

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• SmartTrans Transport Solutions can notify if the carer is late

• SmartTrans’s payment gateway will handle Medicare and part payments, eliminating existing paper based processes

• We have four live deals in play in the health services solutions area

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Diagrams: Austrade

SmartTrans Holdings Limited (ASX:SMA)

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Voting

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