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POINTERRA LIMITED — Investor Presentation 2018
Nov 26, 2018
64255_rns_2018-11-26_c6ac7f97-d05e-4c67-89cc-7d948f2cdab4.pdf
Investor Presentation
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Powering Digital Asset Management Investor Presentation November 2018
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Corporate Overview
| Total Ordinary Shares | 493m |
|---|---|
| *Options | 125m |
| Total Shares Fully Diluted | 618m |
| Current Share Price(22 November 2018) | $0.05 |
| Market Capitalisation(Undiluted) | $24.6m |
| Enterprise Value(Undiluted) | $23.3m |
| Net Cash (30 September 2018) |
$1.3m |
| *Includes 107m $0.05 options with 30 June 2019 expiry | |
| Current Shareholding(undiluted) | |
| Directors & Management | 38% |
| Top 20 excluding Board & Management | 16% |
| Balance | 45% |
| Top 5 Shareholders | |
| Cartovista Pty Ltd | 17.2% |
| J. Olson | 4.0% |
| M. Freeth M&A Morrison |
3.4% 3.0% |
| Citicorp Nominees Pty Ltd | 2.8% |
| TOTAL | 30.4% |
Shareholding Spread
Board & Management
Top 20 excluding Board & Management Balance
www.pointerra.com
ASX:3DP 2
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Our People Board of Directors
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Non-Executive Chairman
GRAHAM GRIFFITHS
Experienced company director. Information & Communications technology executive with 22 years at the multinational level with computer vendor NCR Corporation and AT&T (US and Asia based), in various senior sales, marketing and R&D positions. Managing director for 11.5 years of ipernica ltd, including leading the IPO and founding Director of Nearmap
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Non-Executive Director
PAUL FARRELL
Tertiary qualifications in Science and Management including MBA. MD and major shareholder of mapping and location technology solutions company NGIS, one of Australia’s leading GIS companies. 20-years deep GIS sector experience implementing enterprise GIS solutions from global giants Esri & Google.
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Non-Executive Director
NEVILLE BASSETT AM
Chartered Accountant operating his own corporate consulting business, specialising in the area of corporate, financial and management advisory services. Public company director and consultant to a number of publicly listed companies and private company groups across a range of industry sectors.
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Managing Director
IAN OLSON
10 years experience in geospatial sector as business owner. Chartered Accountant and professional public company director with a 25 year career in finance and the capital markets. Assisted numerous companies move from private to public status and raise capital via the ASX.
www.pointerra.com
ASX:3DP 3
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Our People Management team
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CHIEF TECHNOLOGY OFFICER
SHANE DOUGLAS
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CHIEF OPERATING OFFICER
RANDY RHOADS
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VP CLOUD DEVELOPMENT VP ENGINEERING
MARK MORRISON
MIKE FREETH
Physics and computer science graduate with over 30 years experience in software development. Since 1989 has been developing software in 2D and 3D spatial environments for the Water Corporation of Western Australia, Rio Tinto Iron Ore, and numerous other organisations.
Former US Air Force officer and pilot. Software developer and designer with a Professionally licensed Civil Engineer diverse skill set and a passion for with 20-years experience in 3D LiDAR modern web technologies. His based surveying and mapping. Coexperience ranges from the technical to Founded and grown numerous LiDAR the creative, covering software mapping companies, most recently development, photography, video head of global commercialisation for production and graphic design. LiDAR technology with US giant Harris Corporation.
Engineer with over 25 years experience in the geospatial and resources industries. Has worked across a variety of roles, including academic research, software application development, technical analyst, and industrial R&D/innovation.
www.pointerra.com
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Our People Management team
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PRINCIPAL SOFTWARE ARCHITECT STEPHEN SAKHAROV
Software developer with a degree in Computer Science, and over 15 years experience developing commercial software solutions in various industries ranging from electronics design to the resources sector.
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REGIONAL BUSINESS MANAGER
PRINCIPAL SOFTWARE ENGINEER
RUSSELL ROGERS
RYAN PEARCE
Experienced AEC sector growthSenior software engineer with over 16 focussed business executive, has years experience in the geospatial worked for global construction industry, delivering high performance technology companies and developed and highly scalable GIS mapping deep sector knowledge in construction solutions. Prior to joining Pointerra, technology and digital platforms Russell held senior roles in 2 high-growth including: geospatial, 3D laser scanning, GIS startups (ER Mapper and Nearmap) design and architecture, construction that grew to achieve success in innovation and BIM international markets.
www.pointerra.com
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So what’s the problem with 3D data?
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www.pointerra.com
Entrenched Problems with 3D Data
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Managing Unmanageable volumes of data, isolated on enterprise networks
• – Viewing Massive 3D datasets hard to view, inspect, interpret
• Using – Massive 3D datasets hard to access, model, share
• – Analysing 3D data currently analysed in costly, inefficient manual workflows • Cost – Massive investment in IT, GIS and people just to provide basic access • – Delays Time and cost gap between acquisition and access to data • Usefulness – Efficacy of derivative (dumbed-down) 2D and 3D products • – Efficiency Unnecessary repeat 3D scans when data not readily accessible • Search – Hard to find and use costly & valuable 3D data if you can’t see it… www.pointerra.com
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Pointerra is a globally disruptive, world-first cloud technology solution that transforms the management and use of 3D data. Pointerra enables actionable 3D information to power digital asset management solutions from any device, anywhere, anytime.
www.pointerra.com
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Why is Pointerra Globally Disruptive?
Pointerra’s proprietary 3D data structures deployed in a massively scalable cloud platform allows users to SEE, USE and SHARE massive 3D datasets in ways not previously possible.
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SEE USE SHARE
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Pointerra’s cloud solution delivers material time saving and work flow efficiencies across a range of sectors that are reliant on the capture and use of 3D data on a daily basis.
www.pointerra.com
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Pointerra’s Solution A technology breakthrough
THREE PILLARS OF INNOVATION
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CORE TECHNOLOGY
Processing
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Spatially indexed 3D data for efficient compression, storage, retrieval and analysis. Automated indexing, compression and unification.
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CORE TECHNOLOGY Storage
Read without decompression in a centralised, cloud based repository. Multiple data formats and coordinate systems, multi-region cloud deployment in AWS cloud platform.
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CORE TECHNOLOGY Access
Search, access and analyse 3D data at unprecedented scale and performance. Subscription, permission and sharing management. World-first 3D data marketplace and analytics platform.
www.pointerra.com
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Robust Commercial Benefits Compelling Value Proposition
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Massive workflow savings = outstanding ROI
No implementation overhead = instant benefits
Shifting from CAPEX to OPEX = more financial flexibility
Unprecedented analytics capability = rapid results at an ultra low cost It’s non competitive = value add technology to global 3D channel partners
www.pointerra.com
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Growth Strategy Targeted Sectors
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Surveying & Mapping
Construction & Engineering
Infrastructure & Utilities
Oil & Gas
Mining
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Focused Sales Effort:
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Securing high-value, scalable, recurring enterprise subscription sales across all sectors
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Securing high-value enterprise channel partners from tier-1 technology, engineering, aerospace & professional services sectors for enterprise sales
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Securing technology licensing & transactional royalty sales agreements with tier-1 geospatial hardware & software, surveing & mapping companies
www.pointerra.com
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The Market Opportunity is Enormous
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Massive growth in global demand for 3D data driven by digital asset management imperatives and emerging disruptive technology applications
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Global geospatial technology sector worth $500 Billion : enormous, high-growth, addressable market
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Pointerra has patent-pending, world-class, disruptive 3D data technology: 3D Data Solved
$500Bn
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Pointerra does not compete with existing market participants in the 3D data sector. The Company’s solution solves entrenched, inefficient and expensive workflow problems
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Proven Product/Market Fit
www.pointerra.com
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Sales Growth & Product/Market Fit Validation Recent Highlights
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Material growth in sales pipeline (800+ prospects) and enterprise sales to regional & global AEC companies, energy utilities, ADAS, surveying and drone mapping companies (US$ five-figure-plus monthly recurring subscriptions)
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Scaling with further direct sales resources in Australia and the US; then Western Europe and South-East Asia. Targeting AEC, Infrastructure Utilities, Surveying and Mapping
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Integration with solutions from market leaders Autodesk, Bentley & Esri provides access to millions of global customers
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Growing portfolio of local, regional and global customers and partners:
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www.pointerra.com
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Investment Rationale
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The global solution for managing, visualising, sharing and leveraging 3D data
•First-mover business model, little adjacent competition
•Patent protection strategy and IP development pipeline
World-Class Technology
•Exponential growth in global demand for 3D data
•Global, focussed sales execution story in enormous addressable market
Clear Pathway to Earnings
•Rapid commercialisation, licensing and sales strategy •Low-capital, highly scalable and high-margin business model
- •Proven track record of tech development and commercialisation •Board and management aligned to share price upside
Quality People
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•Right mix of experience: commercial, corporate & entrepreneurial skills
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•Modest enterprise value
Attractive Valuation
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•Growth in ACV approaching cash flow breakeven
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•Significant value uplift events expected in 2019
www.pointerra.com
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Pointerra’s Vision
Creating a global marketplace for 3D data
We will be the global go-to place for finding, using, analysing & acquiring insight from 3D data
www.pointerra.com
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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 any matter contained in this presentation but must make its own assessment of Pointerra and conduct its own investigations. Before making an investment 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).
www.pointerra.com
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3D Data Solved www.pointerra.com
www.pointerra.com ASX:3DP 19