SIMBLE SOLUTIONS LIMITED — Investor Presentation 2018

Jul 22, 2018

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INVESTOR PRESENTATION JULY 2018

Disclaimer

This presentation has been prepared by Simble Solutions Limited A.C.N. 608 419 656 (Simble). This presentation is of a general nature and does not purport to be complete, nor does it contain all of the information which would be required in a prospectus prepared in accordance with the requirements of the Corporations Act 2001 (Cth) (Corporations Act). It contains summary information about Simble and its activities and should be read in conjunction with Simble's other periodic disclosure announcements to the ASX, which are available at www.asx.com.au.

No representation or warranty, express or implied, is provided by any person (including Simble, its related bodies corporate and affiliates, and the officers, employees, advisers and agents of the foregoing) in relation to the accuracy, reliability or completeness of any statements, estimates or opinions, conclusions or other information provided in this presentation. 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. Subject to its obligations under applicable law, Simble is not responsible for updating, nor undertakes to update, this presentation.

The information contained in this presentation is prepared solely for informational purposes only. This presentation does not constitute an offer to sell, or the solicitation of an offer to buy, any securities in Simble

This presentation contains summary information about Simble and its activities, which is current as at the date of this presentation. The information included in this presentation is of a general nature and does not purport to be complete nor does it contain all the information which you should consider when making an investment decision. Each recipient of this presentation should make its own enquiries and investigations regarding all information in this presentation including but not limited to the assumptions, uncertainties and contingencies which may affect future operations of Simble and the impact that different future outcomes may have on Simble. This presentation has been prepared without taking account of any person’s investment objectives, financial situation or particular needs. Before making an investment decision, you should consider the appropriateness of the information having regard to their own objectives, financial situation and needs, make their own assessment of the information and seek legal, financial, accounting and taxation advice appropriate to their jurisdiction in relation to the information and any action taken on the basis of the information.

Forward looking statements

This presentation includes forward-looking statements that reflect Simble's intentions, beliefs or current expectations concerning, among other things, Simble's results of operations, financial condition, performance, prospects, growth, strategies and the industry in which Simble operates. These forward-looking statements are subject to risks, uncertainties and assumptions and other factors, many of which are beyond the control of Simble. Simble cautions you that forward-looking statements are not guarantees of future performance and that its actual results of operations, financial condition, performance, prospects, growth or opportunities and the development of the industry in which Simble operates may differ materially from those made in or suggested by the forward-looking statements contained in this presentation. In addition, Simble does not guarantee any particular rate of return or the performance of Simble nor does it guarantee the repayment or maintenance of capital or any particular tax treatment. Investors should note that past performance may not be indicative of results or developments in future periods and cannot be relied upon as an indicator of (and provides no guidance as to) Simble's future performance. Simble, its related bodies corporate and each of their respective directors, officers and employees and advisers expressly disclaim any obligation or undertaking to review, update or release any update of or revisions to any forward-looking statements in this presentation or any change in Simble's expectations or any change in events, conditions or circumstances on which these forward-looking statements are based, except as required by applicable law or regulation. This presentation and any materials distributed in connection with this presentation are not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation or which would require any registration or licensing within such jurisdiction.

The distribution of this presentation in certain jurisdictions may be restricted by law and persons into whose possession this presentation comes should inform themselves about, and observe any such restrictions.

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Simble Investor Update | July 2018

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Company Snapshot

	ASX Symbol Ordinary Shares • Quoted1 • Escrowed for 12 months from issue	SIS 69,605,935 1,214,51
	• Escrowed for 24 months from admission	19,094,54
	Total Performance Shares2 Market Capitalisation	89,915,000 40,000,000 $14.8 million
	Share Price Cash(31 Mar)	$0.165 $3.4m
	Top Shareholders
	Fadi Geha	13.4%
	Tribeca Investment Partners	8.3%
	Velasco S.A	6.1%
	Regal Funds	5.4%
	Top 20	68.3%

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ASX listed technology company focused on energy SaaS with highly scalable Internet of Things platform

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Fastest growing energy SaaS co on the ASX, funded by 10 small cap institutions, and existing mobility unit (CY17 revenue $2.8m*)

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Accelerating sales as large channel strategy ramps up with orders of $660k announced this month

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Launching into utilities market via technology collaboration with Accel-KKR backed Utiligroup Least demanding valuation amongst energy software peers

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*CY17 revenue and other income, principally from Mobility software business and R&D rebates

123,100,250 quoted shares are subject to voluntary escrow for six months from quotation.

2 Performance Shares are issued in four separate classes. See Simble's pre-quotation disclosure announced on 20 February 2018 for further information.

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Simble Investor Update | July 2018

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Sales and Marketing Update

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Rapid ‘grass roots’ adoption amongst SME’s in Australia dominates existing user base First large scale partners announced Q2 2018 – Powercor UK, Optus, Synnex

Large partner strategy validated by initial orders totalling $660k announced in July

Advanced discussions with UK utilities to drive mass market adoption Targeting material cash flow uplift from Q3 2018 as partnerships ramp up in UK and Australia

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Customers using the Simble Energy Platform
100
90
80 First ‘large’ partners
70
60
50
New partners
accelerate sales
40
30
20
10 CAGR of 100%+
0
2015 2016 2017 2018
Number of customer sites
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Simble Investor Update | July 2018

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The Simble Energy Platform

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Energy Visualisation & Analytics Enabling SME customers to save on energy bill Internet of Things (IoT) ‘2-way Smart Control’ to remotely automate savings opportunities Scalable SaaS Solution Targeting the $42.9b[1] energy management systems market[1]

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1https://www.marketsandmarkets.com/PressReleases/energy-management-systems-ems.asp (currencies have been converted to AUD at he date of 14 May 2018)

Simble Investor Update | July 2018

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1

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How it Works

Channel partner engages SME

IOT sensors installed at SME by channel partner. Our platform is agnostic and can be connected to any device

Access to our platform is remotely activated

Our software’s ‘Measure and Verify’ features analyse SME’s base line energy consumption

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By saving 10 – 20% off their energy bill, our SME customers can realise an ROI within weeks

Our software’s ‘2-way Smart Control’ features are used to action savings

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Simble Investor Update | July 2018

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Our technology visionTechnology Roadmap

Product enhancements yet to be implemented

Circuit Control &

Real Time Analytics First release of visualisation software which reads and reports live circuit level electricity consumption data for SME

‘Rear View’ Analytics

Microgenerator Billing

Conversion of data from energy and travel bills into sustainability metrics for enterprise CSR reporting

IOT based platform enabling real time visualisation, control, & monetisation of energy systems for SME. Platform engineered to be hardware agnostic

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2017
2009 2015
IOT Upgrade
Our Heritage Platform Launch
UK pilot projects
Australian pilot projects
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Virtual Analytics

Optimisation

Virtual Generation

First mover data advantage supports release of forecasting tool for premises yet to integrate with our platform

Algorithms are embedded into the platform to identify efficiency and sustainability projects suitable for our users

Surplus capacity from Renewable / Storage projects implemented by our users is collectively managed and sold into the grid

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2022 Vision Utility of the future

2020 Data Harvest 2018 Renewables platform Data Flow Commercial Rollout

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Launching Q3 2018

Virtual Analytics

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Technology collaboration with Utiligroup , which is owned by Accel-KKR and services a significant share of the UK utilities market

Disruptive enhancement to Simble Energy Platform targeting UK utilities

in collaboration with

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Delivers remote energy analytics – no hardware install required

Gateway for mass market penetration of Simble Energy Platform, generating recurring license and SaaS revenue

Launching Q3 and discussions are very advanced with foundation utility customers

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Simble Investor Update | July 2018

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Demand Drivers – UK

UK Legislation

Shifting Market Structure

Customers of UK ‘Big 6’ Utilities

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Mandated deployment of 53million smart electricity and gas meters by 2020.[1]

Lowers barriers for new entrants, representing major strategic threat for incumbent utilities

83% of SME energy consumers would consider an alternative provider, such as a telco or retailer[2]

https://www.ofgem.gov.uk/gas/retail-market/metering/transition-smart-meters Accenture New Energy Consumer Handbook

2010 2016 Demand Drivers

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7
6
5
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3
Large opportunity
awaits in UK
2
1
0
Centrica SSE EON EDF Scottish Power Npower
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Source: Bloomberg
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Simble Investor Update | July 2018

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Commercial Model

REVENUE STREAMS 3 Energy Platform Supplied to channel License | SaaS | Hardware partners via volume Channel Partner based enterprise White labels our tech licenses to disrupt, create new revenue streams, and SME Users improve churn Gain real time analytics and control via annual SaaS fee, Residential Users split with channel Gain virtual analytics partner. We only book at low or no cost net revenue Upgrades We receive margin on ancillary hardware and efficiency systems Revenues License Fee SaaS SaaS Hardware

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Simble Investor Update | July 2018

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Peer Comparison
ASX Energy Management Software Peers
160
140
120
100
80
60
40
20
0
Buddy Platform Bid Energy EnergyOne Building IQ Simble
Organic Customer
N/A 30%-80% [1] N/A 20% [2] 120%-160% [3]
Growth CY17
Market Cap $m
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Simble is the fastest growing energy management play on the ASX and offers the least demanding valuation

Sources: Company filings. Market cap data as of 20 Jul 2018 Notes:

1. Calculation based on number of customers (lower end) and number of meters under management (upper end)

2. Calculation based on number of buildings

3. Calculation based on number of meters under management (lower end) and customers (upper end)

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Simble Investor Update | July 2018

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Investment proposition

Proven management team with track record of creating value in ICT industry and delivering key operational targets

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Fastest growing energy SaaS co on the ASX, funded by 10 small cap institutions and existing mobility unit (CY17 revenue $2.8m) Lots of near term value drivers including accelerating energy sales, material cash flow uplift, and launch into utilities industry in collaboration with Accel-KKR backed Utiligroup Tight share register* and aligned management interests via significant inside ownership

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Least demanding valuation versus other ASX energy management software plays

• *CY17 revenue and other income, principally from Mobility software business and R&D rebates

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Simble Investor Update | July 2018

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Appendices

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Simble Investor Update | July 2018

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Board of Directors

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Philip Tye Chairman

• Capital markets professional with 20 years experience in the investment banking and hedge fund management industries in Asia.

• Listing Committee of the HK Stock Exchange.

• Director of HFL Advisors Limited

• Member of the Institute of Chartered Accountants in England and Wales.

• Member of Remuneration and Nomination Committee and Audit and Risk Committee

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Fadi Geha CEO & Executive Director

• Engineer with over 25 years experience in enterprise software sales, consulting, and IT M&A.

• Founder of Simble enterprise SaaS business (formerly known as Acresta) and CEO for the past seven years.

• Senior management positions with SAP Australia and Accenture.

• Member of Remuneration and Nomination Committee

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David Astill Non Executive Director

• Legal professional with over ten years experience in corporate advisory and governance.

• Member of the Australian Institute of Company Directors. Admitted as a solicitor of the Supreme Court of Queensland and the High Court of Australia. Director of the Astill Legal Group

• Member of Remuneration and Nomination Committee and Audit and Risk Committee

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Tharun Kuppanda Company Secretary

• Significant experience in managing the corporate secretarial functions of ASX listed technology, gaming and mining companies and large unlisted public companies.

• Member of the Law Society of NSW and an Associate of the Governance Institute of Australia.

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Simble Investor Update | July 2018

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Executive Management

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Mark Duke Chief Financial Officer

Fadi Geha CEO & Executive Director

• Engineer with over 25 years experience in enterprise software sales, consulting, and IT M&A.

• 14 years Executive Management in mutli-national financial and technology firms, including Findex and GE Capital

• Founder of Simble enterprise SaaS business (formerly known as Acresta) and CEO for the past seven years.

• CEO, COO and CFO, positions at Crowe Horwath, Australia

• Senior management positions with SAP Australia and Accenture.

• VP European Finance for Security Capital Group throughout its NYSE listing, prior to its $4bn takeover by GE

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Bill Dimopoulos Head of Sales & Marketing

Martin Hannah Chief Technology Officer

Kalana Navaratne Head of Strategy

• 25 years experience in sales, marketing and leadership positions.

• Transformation and technology expert in the utilities and smart home industries.

• 30 years experience in Enterprise Software and ICT industry

• Track record of building the revenue profiles of mature, SME, and start up businesses to in excess of $100million.

• Previously held senior management positions in multinational technology and software companies

• Worked in analytical and advisory capacities for three of the UK’s six largest utilities – including British Gas, E.On and npower.

• Experience in employing Cloud, Hybrid and Miniature computing technologies, having led companies though local an international expansion.

• Formerly HP Australia, Hutchison Telecom Australia, Optus Australia, Symmantec, Oakton, NBN Co

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Simble Investor Update | July 2018

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Business Units

Energy Management Real time visualisation, control and monetisation of energy systems SMEs target market

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Internet of Things enabled solution to remotely automate savings opportunities

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Mobility

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White label mobile apps for enterprise and SME markets

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Recurring SaaS contracts, paid annually in advance

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Foundation of existing revenue stream ($2.8m FY17) with blue chip customer base

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Simble Investor Update | July 2018

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Our Vision

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Data is de-commoditising the energy industry

1Source: BP Statistical Review of World Energy, Simble Estimates.

$ Energy intelligence is a of the future currency

$6 Trillion Energy traded annually[1]

The Simble Energy platform captures this value

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Target Markets

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7.7 million SMEs in Australia & UK

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SMEs make up 99% of total businesses and are responsible for 13% of the world’s energy demand

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Energy bills A$100billion per annum in Australia and the UK*

Potential savings A$20billion pa by implementing smart energy technologies

Legislative driven demand as governments pursue energy efficiency policies

1Sources: Warren, P. (2017) The Potential of Smart Technologies and Micro Generation in UK SMEs. Simble Estimates

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Contact

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+61 2 8208 3366

Level 12,

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6-10 O'Connell Street, Sydney NSW 2000 www.simblegroup.com

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Media enquiries:

Investor enquiries:

Krissie Vitasa Media & Capital Partners +61 434 131 579 krissie.vitasa@mcpartners.com.au

Tharun Kuppanda Company Secretary +61 2 8016 2875 cosec@simble.io

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