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POINTERRA LIMITED AGM Information 2020

Nov 24, 2020

64255_rns_2020-11-24_af807bae-a82f-4e80-811e-cf886cb26832.pdf

AGM Information

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2020 AGM

ASX:3DP

www.pointerra.comwww.pointerra.com

ASX:3DP

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Pointerra 2020 AGM

Managing Director’s Presentation

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2020 in Review –> “Delivering on Plan”

Pointerra. Headcount grown 3D Data from 11 to 20 FTE’s Solved. ACV Growth 197% Q1FY20 à Q1FY21 (US$1.66m à US$4.93m)

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Customer-led solution development in DPaaS, DaaS & AaaS drives ACV growth First cashflow positive quarter & profitable on ACV run-rate basis

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  • 2017 to 2020 –> “Doing What We Said We Would Do”

Source – Pointerra Presentation July 2017

  • This slide from a 2017 investor presentation

  • 2017 – first customer sales

2018 – established US operation2019 – expanded team and solution

  • 2020 – accelerated growth in AUS and US

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2020 –> Our Achievements

  • ACV growth underpinned by customer-led engagement, focused on solving workflow problems and “automating the manual” ü Solution development expansion – DPaaS, DaaS, AaaS ü Existing customers continue to grow their $$ ACV spend ü Negligible churn and increasing network effect in key growth sectors

  • Utility sector in US continues to lead the way ü Direct contracting with utilities and also via their mapping providers ü Enormous TAM in US and globally ü Pointerra’s solution driving material savings and QA outcomes

  • Recent BD & Sales hires targeting new growth sectors ü Defense (US principally) ü Surveying/Mapping ü AEC (Architecture/Engineering/Construction)

  • Expansion of US and Australian team ü Quality, experienced, mature individuals = consistent outcomes ü Pointerra becoming a “destination employer” in geospatial sector ü People will underpin our continued ACV growth

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Recap – how does Pointerra make money?

Pointerra’s customers pay us to host their data, allowing them to see it, use it and share it (Data as a Service); increasingly our customers are also paying us to process their raw data (Data Processing as a Service); analyse it (Analytics as a Service); and are also entering into revenue share agreements to monetise their data by selling insight to 3[rd] parties (3Dinsight.ai)

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Example: Enhanced Decision Support for Energy Utilities Sector

Energy Utility providers face ever expanding and complex challenges in meeting the energy needs of their customers whilst also satisfying the competing demands of regulators, shareholders and other stakeholders.

Pointerra has combined advanced machine learning algorithms for automatically extracting valuable information from 3D data (including but not limited to vectors of utility networks) with extensive browserbased manual feature identification/editing tools. Customers can produce a complete model (Digital Twin) of the entire network infrastructure entirely within the Pointerra cloud hosted application.

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Supporting critical asset management --> information presented to users via the browser for immediate decision making.

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Risk mitigation --> “fall over line” encroachment analytics identify at-risk trees to support network maintenance activities.

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Example: Pointerra Defense Solutions – 3D Data Solved for the Modern Warfighter

Pointerra is collaborating with multiple elements across the US Department of Defense and is responding to the requirement to constantly enhance the capability of the modern war fighter through the use of technology.

Solution: Automated analytics employed to interpret and develop insight from newly collected and historically acquired 3D spatial data. Pointerra technology provides myriad benefits to numerous systems/segments within the DoD, providing a common data environment for the management of data acquired from satellite, manned aircraft, UAV or ground/sub-surface-based sensors.

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Ground Based Troops: Situational Awareness; Convoy Route Planning; Line of Site Modeling; Measurements and Analytics; All delivered in the field, on the move.

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Airborne Operations: Landing Area Identification; Instant Landing Obstruction Identification; Extract Point Decision Making; Analytics Showing Vegetation and Powerlines as Examples; 3D Data Insight Communicated Direct from Ground Troops

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Example: Data Processing as a Service for the Mapping Sector

Aerial and Mobile mapping companies across the globe spend enormous amounts of time and money turning 3D LiDAR data acquired from aerial and mobile mapping platforms into useable information.

Raw data is often shipped to lower cost countries for distributed (manual) processing, which often results in QA issues, takes significant time/cost and introduces data sovereignty risk.

Pointerra’s DPaaS solution solves these problems for the mapping community and is set to revolutionise the way people think about acquiring, processing and using 3D data.

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Example: Supporting Mining Operations and Compliance in the Resources Sector

The modern mining operation requires high-frequency 3D data generation from a variety of different sensor platforms to provide decision support and drive safety and efficiency.

The mining companies and their survey/mapping providers need to turn the data into insight quickly and accurately as well as share the information across the enterprise.

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Pointerra’s platform automates the analysis, increases accuracy and reduces the time required to turn 3D data into actionable information:

  • ü Stockpile and pit volume calculations ü Mine site compliance reporting

  • ü Monitoring and subsidence

  • ü Remote facilities and process infrastructure inspection ü All available to share across the enterprise in a common data environment

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It’s always been about sales execution…

Outlook for Calendar 2021

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  • Funded for further organic ACV growth through new BD and Sales hires

  • Evaluating strategic tuck-in acquisitions for step-change in ACV growth

  • Will report ACV quarterly or more frequently when material changes occur

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One More Thing!

3Dinsight is an AI-powered cloud marketplace conceived to help data acquisition companies monetise latent (existing) 3D data assets and facilitate market-driven demand for

investment-based capture programs; for infrastructure asset owners to recover their investment in 3D data; and for Pointerra to monetise publicly available 3D data funded and captured by state and federal government agencies.

Unlike existing 3D data marketplaces that seek to sell 3D data through clip-and-ship style transactions, Pointerra’s 3Dinsight platform will also offer answers (insight), using 3D data to interpret and analyse asset condition, selling access to the results through a discrete event and subscription-based commercial model.

Customers and subscribers will be able to purchase or subscribe to insight, derived from the 3D data leveraging Pointerra’s proprietary AI-powered analytics engine, to answer critical business problems, support decision making and drive strategic asset management planning.

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Disclaimer

This presentation has been prepared by Pointerra Limited. (“Pointerra” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to make an investment decision.

This presentation does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in Pointerra, nor does it constitute financial product advice or take into account any individual’s investment objectives, taxation situation, financial situation or needs. An investor must not act on the basis of matter contained in this but must make its own assessment of Pointerra and conduct its own Before an investment any presentation investigations. making decision, investors should consider the appropriateness of the information having regard to their own objectives, financial situation and needs, and seek legal, taxation and financial advice appropriate to their jurisdiction and circumstances. Pointerra is not licensed to provide financial product advice in respect of its securities or any other financial products. Cooling off rights do not apply to the acquisition of Pointerra securities.

Although reasonable care has been taken to ensure that the facts stated in this presentation are accurate and that the opinions expressed are fair and reasonable, 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 Pointerra, its officers, directors, employees and agents, nor any other person, accepts any responsibility and liability for the content of this presentation including, without limitation, any liability arising from fault or negligence, for any loss arising from the use of or reliance on any of the information contained in this presentation or otherwise arising in connection with it.

The information presented in this presentation is subject to change without notice and Pointerra does not have any responsibility or obligation to inform you of any matter arising or coming to their notice, after the date of this presentation, which may affect any matter referred to in this presentation. The distribution of this presentation may be restricted by law and you should observe any such restrictions.

Forward looking statements

This presentation contains certain forward looking statements that are based on the Company’s management’s beliefs, assumptions and expectations and on information currently available to management. Such forward looking statements involve known and unknown risks, uncertainties, and other factors which may cause the actual results or performance of Pointerra to be materially different from the results or performance expressed or implied by such forward looking statements. Such forward looking statements are based on numerous assumptions regarding the Company’s present and future business strategies and the political and economic environment in which Pointerra will operate in the future, which are subject to change without notice. Past performance is not necessarily a guide to future performance and no representation or warranty is made as to the likelihood of achievement or reasonableness of any forward looking statements or other forecast. To the full extent permitted by law, Pointerra and its directors, officers, employees, advisers, agents and intermediaries disclaim any obligation or undertaking to release any updates or revisions to information to reflect any change in any of the information contained in this presentation (including, but not limited to, any assumptions or expectations set out in the presentation).

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