ORCODA LIMITED — Investor Presentation 2021

Aug 22, 2021

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ORCODA LIMITED (ASX:ODA)

Australia’s leading Transport Logistics & Transport Services Provider

Month of July 2021 Highlights

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DISCLAIMER

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

Reliance should not be placed on the information or opinions contained in this presentation. This presentation contains summary information about Orcoda as is current at 16 August 2021. 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 Orcoda. The presentation does not purport to contain all the information that a prospective investor may require in evaluating a possible investment in Orcoda 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 Orcoda. 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 Orcoda 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 Orcoda 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, Orcoda 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 Orcoda. All statements other than statements of fact or aspirational statements, are or may be deemed to be “forward looking statements”. Orcoda’ 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 Orcoda 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 Orcoda 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. Orcoda 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 Orcoda 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.

Approval by Board

This presentation has been approved for release by the Board of Directors.

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MONTH OF JULY 2021 HIGHLIGHTS

$1.8m

Consolidated Revenue

for month of July 2021(unaudited) $610k

Consolidated EBITDA

for month of July 2021(unaudited)

$1.4m

Receipts from customers

For the month of July 2021

625%

Increase in revenue compared to July 2020

681%

Increase in EBITDA compared to July 2020

635%

Increase

in receipts from customers compared to July 2020

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STRONG REVENUE & EBITDA GROWTH MONTH ON MONTH

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$2,000,000
$1,800,000
$1,600,000
$1,400,000
$1,200,000
$1,000,000
$800,000
$600,000
$400,000
$200,000
$-
May-21 Jun-21 Jul-21
REVENUE EBITDA
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COMPANY SNAPSHOT

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Orcoda Limited (ASX:ODA) is a diversified Transport Logistics and Services business, which operates in the Oil & Gas, Mining, Road, Rail and Air sectors. The Company has 20 years' experience developing transport technology, contracting and managing; the people, the assets and the infrastructure which they travel in or on.

Orcoda’s strategy is to deliver operational efficiency to major transport infrastructure projects through the Company’s proprietary technology products, with an active strategy to scale existing technology and pursue value accretive acquisitions.

“With a well defined strategy to achieve organic growth by cross selling existing technologies across divisions, coupled with an accretive acquisition strategy to further build Orcoda’s existing divisions, the Company is well positioned for the next stage of growth in FY22 and beyond.”

Geoff Jamieson Managing Director

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ASX Ticker	ODA
Share Price	$0.165
Shares on issue	147.59m
Market Cap	$24.35m
Cash balance (13 Aug 2021 after paying out $500k in earn out)	$2.05m
Top 20 shareholdings	79%
	Geoffrey Williams (11%)
	Stephen Pronk (9%)
Director & Management shareholding	Geoffrey Jamieson (7%) Warren Preston (6%) Sean Hardman (6%)
	Brendan Mason (1%)
	Simon Anthonisz (1%)

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INVESTMENT HIGHLIGHTS

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Orcoda Resource Logistics , generates revenue managing assets and passenger logistics on large projects, providing solutions to energy, mining and infrastructure projects to simplify the complexity associated with people transport logistics.

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Orcoda utilises its technology platform to make it best in class at managing passenger logistics on assets such as buses, planes and light vehicles (Mt Buller transportation managed by Orcoda is a good example of the above).

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The acquisition of Betta Group of Companies in December 2020 for $5m in cash and equity has substantially boosted revenue within the Resource division with ability to install smart poles to enhance interconnectivity across Orcoda technology platforms.

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Orcoda Transport Logistics , is a SaaS cloud product providing enterprise customers with large transport fleets optimised job scheduling, route optimisation and enhanced fleet management, resulting in recurring revenues from a license fee per vehicle per month.

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INVESTMENT HIGHLIGHTS

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Orcoda Healthcare Logistics generates revenue, by providing its technology platform and management services to manage large fleets of vehicles that are owned by the client or by Orcoda on a monthly or day rate per vehicle.

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Multiple solutions across three divisions; Resource, Transport and Healthcare logistics providing the opportunity to realise organic growth by cross selling between divisions.

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Accretive acquisition strategy in line with each of the business divisions, adding revenue and value to the Orcoda business.

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Board and management team with significant experience in transport, logistics, banking, technology, HR, marketing, legal and financial, applying their knowledge to the next stage of growth for Orcoda.

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BOARD AND MANAGEMENT

DIRECTORS

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Nicholas Johansen

Non-Executive Chairman Chair Audit Committee. Partner Cozens Johansen Law.

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Geoff Jamieson

MD / CFO MAICD Member Audit committee. MD Resource Connect, Ex Merchant banker.

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Geoff Williams

Executive Director & GM Betta Group 21 years experience Ergon Energy Queensland Managed Betta Group for last 15 years.

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Brendan Mason

Non-Executive Director Chairman Rem Committee. Ex Caterpillar, Cochlear, Boral, Lucent/Bell Labs.

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Stephen Pronk Non-Executive Director

Member Rem Committee. Founder and Director of AimLab.

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OPERATIONAL MANAGEMENT

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Simon Anthonisz GM Healthcare Division and

Group Operating Officer HR expert / extensive experience across UK & Australia rail & infrastructure projects.

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Warren Preston

GM Resource Logistics B Bus Ex Director Chartered Acct Firm.

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Grant Boydell

Chief Technology Officer & GM Transport Logistics Transport expert. Ex accountant CPA.

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Sean Hardman

GM Sales & Marketing Director Orcoda Resource Logistics Pty Ltd. Ex PWC, Represented Australia in Rugby.

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GEOFF JAMIESON M A N A G I N G D I R E C T O R

Phone: +61 417 778 862 Email: gjamieson@orcoda.com

www.orcoda.com

JANE MORGAN J A N E M O R G A N M A N A G E M E N T

Phone: +61 405 555 618 Email: jm@janemorganmanagement.com.au

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