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STREAMPLAY STUDIO LIMITED — Investor Presentation 2018
Oct 29, 2018
65841_rns_2018-10-29_aae843b1-c9ce-41a1-bbd4-24110ac60f77.pdf
Investor Presentation
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ASX:EM1
INVESTOR PRESENTATION - OCTOBER 2018 TechKnow Invest Roadshow
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EMERGE GAMING – OVERVIEW
EMERGE GAMING - CUTTING-EDGE ONLINE GAMING PLATFORM – ARCADE X
● Arcade X delivers a unique experience for gamers with differing skills, across a multitude of game titles.
●
Key advantage is its ability to integrate thousands of casual games allowing gamers to compete & play.
● Launched in June 2018, Arcade X has demonstrated strong user metrics:
65,000+ 600,000+ 15+ MINUTES AVG. < 3% GENERATED OVER
NEW USERS GAMES PLAYED ENGAGEMENT TIME BOUNCE RATE AUD $100k TO DATE
(GOOGLE AVERAGE WEBSITE STATS SHOWING EXTENSIVE
IS 3 MIN 29 SECONDS - SHOWING A ENGAGEMENT.
HIGH RETENTION COMPARISON)
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Revenue share and distribution agreement executed with JSE listed eMedia Holdings Limited in SA.
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Integrated and network partnerships with 16 Telcos across 8 Countries internationally.
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Customer reach and a access to over 300M users.
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Arcade X is live, building a user base and generating revenue
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OUR TECHNOLOGY: CLOUD ZEN AAA STREAMING TECHNOLOGY
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Gamers
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Play high quality AAA graphics games anywhere
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No download needed, play immediately anytime
Social and Casual sector AAA gaming - adaptive compression Streaming platform, Gamecloud
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No need for high end expensive phones
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Does not drain battery or overheat
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EMERGE GAMING MULTIPLE REVENUE CHANNELS
ARCADE X FOCUS ON REVENUE GENERATION
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SUBSCRIPTION
CORPORATE SPONSORSHIP
Bespoke gaming experiences for corporate and enterprise brands driving mass digital customer engagement.
Monthly subscription fees payable by registered users online and facilitated by international telcos.
ADVERTISING
E COMMERCE
Programmatic and native display advertising through a blended cost per impression (CPM) model.
The selling of digital inventory (e.g gaming apparel) via the platforms to gamers.
With users engaged for more than 15 minutes per session, advertisers will have access to an unrivalled platform to deliver their branded message
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ARCADE X CURRENT ENGAGEMENTS
Debonairs’ Pizza & Open View - the first clients to secure a spot on the Arcade X platform.
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CORPORATE MODEL - ELEAGUE
Launched a corporate brand model allowing the sponsoring of prizes and paying for digital property.
PAY-TO-PLAY VALUE ADDED SERVICES (VAS) : EPLAY
Currently integrated into over 16 telcos with access to over 300M customers.
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Part of Famous Brands (>AU$1.3B Mcap) Leading fast-food company in Africa, delivering 2.9M pizzas per month across 500 restaurants.
Part of the eMedia group - leading cable TV provider with over 30M viewers.
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STRATEGIC OUTLOOK: Target Markets
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1 THE SUBCONTINENT
Emerging markets provide the most significant
(INDIA, PAKISTAN)
LATIN AMERICA
growth opportunity
(BRAZIL, ARGENTINA)
•
Majority of gamers are based in Emerging Markets
•
Low competition in terms of gaming platforms
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Increasing internet penetration of population
• Increasing smartphone penetration
• Increasing gaming revenues
•
Growing economies
74 [%]
74% of all gamers globally
are situated in Africa, Asia & 3
4
Latin America
AFRICA (SOUTH
AUSTRALASIA
AFRICA,
(AUSTRALIA,
NIGERIA)
NEW ZEALAND)
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THE INDUSTRY
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PROFESSIONAL GAMER
(MOSTLY PC, SOME CONSOLE)
CASUAL GAMER
(CONSOLE/MOBILE)
ARCADE X
TARGETS THE 90%
(Traditionally Neglected)
SOCIAL GAMER
(MOSTLY MOBILE)
HARDCORE GAMER
(PC AND CONSOLE)
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BRANDS COMMITTED TO ESPORTS
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PRODUCT OVERVIEW
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HTML5 focus Casual AAA esports Gaming Arcade x Cloud Zen
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OUR UNIQUE IP
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AUTOMATED RESULT REPORTING * INTERNAL ANALYTICS TRACKER DIRECT PUBLISHER INTEGRATION * UBIQUITOUS CROSS-PLATFORM ACCESS (DEVICE AGNOSTIC) LIVE MATCHMAKING MULTIPLE GAME TITLES ACROSS ALL PLATFORMS
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- Subject to consent from game developers
GLOBAL REACH
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BULGARIA & CROATIA
Technology & Development
INDIA
Tech and Development
AUSTRALIA
SOUTH AFRICA Corporate
Head Office
Operational
Head Office
INTERNATIONAL Arcade X integrates into over 16
ROLLOUT COUNTRIES telcos across 8 countries. Over 300
millions potential users.
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INVESTMENT SUMMARY
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Get exposure to eSports & gaming - the fastest growing entertainment industry in the world, outperforming music and film.
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Commercially proven technology - ready for global scale.
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.
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Massive media & advertising potential - 15+ minutes user engagement
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Groundbreaking technology secured with Cloudzen - aiming to be the netflix of .
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gaming
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Outstanding newsflow pipeline.
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Access to 16 telcos across 8 Countries and 300M users .
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Well funded with AUD $2.9M in cash at bank - low monthly cash burn and revenue building.
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Current Market Capitalisation = AUD $4.7M - EV AUD $2.2M.
Market Capitalisation posed for growth - undervalued compared to peers
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COMPANY SNAPSHOT
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ASX Code : EM1 ASX Code : EM1O (listed options)
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BERT MONDELLO PHILIP RE
GREG STEVENS Non-Executive Chairman Non-Executive Director
CEO & Executive Director
Experienced company Experienced Company director,
Co-Founder with 10 years’ executive across the corporate and
experience in gaming private and public sectors. Substantial M & A advisor acting on several
startups in USA. Former Equity Market ASX listed Boards
director of world-class
and technology knowledge.
esports development
agency, working with
Ubisoft, Blizzard &
Activision.
FIRDHOSE COOVADIA JONATHAN HART
Non-Executive Director Non-Executive Director
Chartered Accountant with over 23 years’ experience in Practising lawyer with a broad range of legal,
investment banking & private equity. company director and corporate experience.
ASHLEY JAMES DEREK HALL LUKA CIGANEK LISZT LO
COO Company Secretary CTO CFO
Extensive experience in ASX listed CFO, Co-Founder and Serial Certified Practising
tech startups, digital Chartered Secretary & entrepreneur focused Accountant with 10 years’
acquisition as well as data Fellow of the on technology driven experience in various
management. BCOM Financial Services startups. accounting
Finance Institute. and taxation roles.
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Certified Practising Accountant with 10 years’ experience in various accounting and taxation roles.
Key Statistics
Share price – AUD$0.008
Market cap $4.7M
Cash on hand - $2.9M Shares on issue – 587,593,577 Options on issue – 223,368,146
Emerge Gaming Limited – listed 18 April 2018
ASX Code: EM1
EM1: Listed options exercisable at $0.02 expiry 18/4/2021
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DISCLAIMER
This presentation has been prepared by Emerge Gaming Limited referred to as the Company. It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This presentation is not to be distributed (nor taken to have been distributed) to any persons in any jurisdictions to whom an offer or solicitation to buy shares in the Company would be unlawful. Any recipient of the presentation should observe any such restrictions on the distribution of this presentation and warrants to the Company that the receipt of the presentation is not unlawful. It should not be considered as an offer or invitation to subscribe for or purchase any securities in the Company or as an inducement to make an offer or invitation with respect to those securities. No agreement to subscribe for securities in the Company will be entered into on the basis of this presentation or any information, opinions or conclusions expressed in the course of this presentation. This presentation is not a prospectus, product disclosure document or other offering document under Australian law or under any other law. It has been prepared for information purposes only. This presentation contains general summary information and does not take into account the investment objectives, financial situation and particular needs of any individual investor. It is not financial product advice and investors should obtain their own independent advice from qualified financial advisors having regarding to their objectives, financial situation and needs. The Company nor any of their related bodies corporate is licensed to provide financial product advice. This presentation and information, opinions or conclusions expressed in the course of this presentation contains forecasts and forward looking information. Such forecasts, projections and information are not a guarantee of future performance, involve unknown risks and uncertainties. Actual results and developments will almost certainly differ materially from those expressed or implied. You should not act or refrain from acting in reliance on this presentation, or any information, opinions or conclusions expressed in the course of this presentation. This presentation does not purport to be all inclusive or to contain all information which its recipients may require in order to make an informed assessment of the prospects of Emerge Gaming Limited (EM1). You should conduct your own investigation and perform your own analysis in order to satisfy yourself as to the accuracy and completeness of the information, statements and opinions contained in this presentation before making any investment decision. Recipients of this presentation must undertake their own due diligence and make their own assumptions in respect of the information contained in this presentation and should obtain independent professional advice before may any decision based on the information. No representation or warranty, express or implied, is made in relation to the fairness, accuracy or completeness of the information, opinions and conclusions expressed in the course of this presentation. To the maximum extent permitted by law, no representation, warranty or undertaking, express or implied, is made and, to the maximum extent permitted by law, no responsibility or liability is accepted by the Company or any of its officers, employees, agents or consultant or any other person as to the adequacy, accuracy, completeness or reasonableness of the information in this presentation. To the maximum extent permitted by law, no responsibility for any errors or omissions from this presentation whether arising out of negligence or otherwise is accepted. An investment in the shares of the Company is to be considered highly speculative. This presentation and information, opinions or conclusions expressed in the course of this presentation should be read in conjunction with EM1’s other periodic and disclosure announcements which will be made available on the Emerge Gaming Limited website and on the Australian Securities Exchange website. On [date], the Company released a replacement prospectus (Prospectus) for the offer of fully paid ordinary shares in the capital of the Company (Shares), a copy of which can be accessed from the Company’s website at http://www.emergegaming.com.au/. All offers of Shares for the capital raising referred to in this presentation will be made in, or accompanied by, the Prospectus. Investors should consider the Prospectus in deciding whether to acquire Shares and any person who wishes to apply for Shares must complete the application form that is accompanied with the Prospectus.
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THANK YOU
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Contact: Greg Stevens CEO
E: [email protected] P: +27 724204811
Media Enquiries Michael Lovesey MMR Corporate E: [email protected] P: +61 2 9251 7177