YOJEE LIMITED — AGM Information 2021

Nov 29, 2021

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30 November 2021

Yojee AGM 2021 Chairman’s Address

Yojee Limited ( Yojee or the Company ) (ASX: YOJ ), is a cloud-based software as a service ( SaaS ) logistics platform that facilitates the flow of freight movements into a single ecosystem, making the complex process of managing land transport simple and reducing carbon emissions for a greener planet.

The Company is pleased to provide the Chairman’s Address to be presented at today’s AGM FY2021.

David Morton – Non-Executive Chairman

I wrote last year that FY2020 had been extraordinary, well FY2021 was at least as different!

Most importantly however, I have found our number one asset, our team, to be highly motivated and working more closely than ever on building Yojee in the face of so many restrictions.

Our mission is an important one, as it includes both transforming the logistics sector to the digital arena, and our commitment to improving the environment through better decision making and efficiencies in areas such as CO2 emissions.

Throughout this Covid affected period, the Board sees the Company in a position that is strong but with great unrealized growth and global applicability that we remain laser focused on transforming this huge sector at speed. The team is putting the right pieces in place to realise this sustainable long term growth at ever increasing speeds and increments.

Last year I set out clear strategic goals for the Company and I am pleased to say we met them all, with the addition of a fourth enterprise client, the rollout of Yojee labs/IoT (both announced post financial year end) and transactional volumes, albeit these did not grow as fast as expected with some of our more important markets in Asia affected by COVID related lockdowns on the distribution of non-essential goods.

In FY2022, we have again set ourselves additional goals:

1. Accelerating logistics hub rollouts to position us strongly in line with our 3 year embedded growth hubs rollout pathway

2. Taking IOT from proof of concept to a revenue generating line of business

3. Rolling out our newly developed logistics provider pricing ratings module (‘YoRate’).

In FY2021 we substantially grew our revenue, by 63%. In FY2022 we expect to improve on that rate of growth under current conditions.

We continue to apply strong cost discipline although we are competing vigorously in a hot market to hire additional talent as the quality of our people is paramount.

We also continue to see that the data we collect is going to become increasingly important to businesses trying to comply with emission reduction targets. This is an area of significant focus for us in FY2022.

Suite 9, 330 Churchill Avenue, Subiaco WA 6008 Ι PO Box 866, Subiaco WA 6904 P + 61 8 6489 1600 Ι F + 61 8 6489 1601 Ι ABN 52 143 416 53

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My thanks to my fellow board members, to Managing Director Ed Clarke, the executive team and the employees for their fantastic work ethic and to our customers for their support.

-ENDS-

For enquiries, please contact:	More on Yojee
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Investor Relations	Investor centre
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About Yojee Limited (ASX: YOJ). Yojee is a cloud-based software as a service (SaaS) logistics platform that facilitates the flow of freight movements into a single ecosystem, making the complex process of managing land transport simple and accessible to all players whilst reducing carbon emissions for a greener planet. Rarely is a single carrier servicing an entire goods journey from sender to end customer, or exclusively using one type of transportation method. Yojee provides connectivity and more efficient planning along the entire journey.

Yojee’s customers are predominantly third-party logistics providers (3PL) and logistics subcontractors (2PL) who benefit from:

1. Managing, Tracking and Auditing goods movements. All job and location data is made easily accessible and can be shared with up and down-stream providers end to end. Customers experience improved delivery windows.

2. Route and schedule optimisation. Tracking data allows 2PL and 3PL operators to generate cost savings through Yojee’s powerful optimisation capability across vehicle selection, utilisation and routing.

Yojee’s solution is flexible and integrates seamlessly through API’s into existing logistics provider systems to access and share key data across part or all of the goods journey. The more segments that use Yojee, the more powerful it becomes. Yojee’s business is focused on Asia and is expanding rapidly. Yojee’s platform has evolved through recent technological developments in cloud-based computing and information processing capability. Future steps now under development will see Yojee further advance logistics its connectivity and route optimisation through distributed ledger blockchain technology. This will see smart information access and activation, providing logistics companies and agencies information such as location, size and weight data, and customs requirements that are timely, contextually accessible and highly secure.

Yojee services the logistics market at both the SME and enterprise levels with a focus on APAC and to date has signed multiyear enterprise-level agreements with four global top 10 freight forwarders operating in the region. Yojee has strong corporate citizenship working with industry to reduce carbon emissions, by removing paper and logistics congestion through digitisation and vastly improving efficiency, speaking to our social license to operate.

FORWARD LOOKING STATEMENT AND DISCLAIMER

Please note that images used in the Company's ASX announcements are to illustrate concepts only and are not intended to represent commercial Yojee images. Certain statements contained in this ASX release, including information as to the future financial or operating performance of the Company and its projects, are forward looking statements. Such forward looking statements:

(a) are necessarily based upon a number of estimates and assumptions that, while considered reasonable by the Company, are inherently subject to significant technical, business, economic, competitive, political and social uncertainties and contingencies;

(b) involve known and unknown risks and uncertainties that could cause actual events or results to differ materially from estimated or anticipated events or results reflected in such forward looking statements; and

(c) may include, among other things, statements regarding estimates and assumptions in respect of prices, costs, results and capital expenditure, and are or may be based on assumptions and estimates related to future technical, economic, market, political, social and other conditions. The Company disclaims any intent or obligation to publicly update any forward looking statements, whether as a result of new information, future events or results or otherwise. The words “believe”, “expect”, ”contracted”, “anticipate”, “indicate”, “contemplate”, “target”, “plan”, “intends”, “continue”, “budget”, “estimate”, “may”, “will”, “schedule”, “planned” and similar expressions identify forward looking statements. All forward looking statements contained in this ASX release are qualified by the foregoing cautionary statements. Recipients are cautioned that forward looking statements are not guarantees of future performance and accordingly recipients are cautioned not to put undue reliance on forward looking statements due to the inherent uncertainty therein.

Suite 9, 330 Churchill Avenue, Subiaco WA 6008 Ι PO Box 866, Subiaco WA 6904 P + 61 8 6489 1600 Ι F + 61 8 6489 1601 Ι ABN 52 143 416 53

SaaS LOGISTICS AGM Presentation

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ASX: YOJ
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Visibility Accountability Control www.yojee.com

Disclaimer

This presentation has been prepared by Yojee Limited (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any information provided in connection with it, as financial advice, financial product advice or advice relating to legal, taxation or investment matters.

reasonableness of the information, statements, opinions or matters (express or implied) arising out of, contained in or derived from this presentation or provided in connection with it, or any omission from this presentation, nor as to the attainability of any estimates, forecasts or projections set out in this presentation. Images are used to illustrate concepts only and are not intended to represent commercial Yojee images.

This presentation is provided expressly on the basis that you will carry out your own independent inquiries into the matters contained in the presentation and make your own independent decisions about the affairs, financial position or prospects of the Company. The Company reserves the right to update, amend or supplement the information at any time in its absolute discretion (without incurring any obligation to do so).

entity arising out of this presentation including pursuant to the general law (whether for negligence, under statute or otherwise), or under the Australian Securities and Investments Commission Act 2001, Corporations Act 2001, Competition and Consumer Act 2010 or any corresponding provision of any Australian state or territory legislation (or the law of any similar legislation in any other jurisdiction), or similar provision under any applicable law. Any such responsibility or liability is, to the maximum extent permitted by law, expressly disclaimed and excluded.

should not be used in isolation as a basis to invest in the Company.

Future matters

This presentation contains reference to certain intentions, expectations, future plans, strategy and prospects of the Company.

Those intentions, expectations, future plans, strategy and prospects may or may not be achieved. They are based on certain assumptions, which may not be met or on which views may differ and may be affected by known and unknown risks. The performance and operations of the Company may be influenced by a number of factors, many of which are outside the control of the Company. No representation or warranty, express or implied, is made by the Company, or any of its directors, officers, employees, advisers or agents that any intentions, expectations or plans will be achieved either totally or partially or that any particular rate of return will be achieved. Given the risks and uncertainties that may cause the Company’s actual future results, performance or achievements to be materially different from those expected, planned or intended, recipients should not place undue reliance on these intentions, expectations, future plans, strategy and prospects. The Company does not warrant or represent that the actual results, performance or achievements will be as expected, planned or intended.

US disclosure

any “US person” as defined in Regulation S under the US Securities Act of 1993 (“Securities Act”). The Company’s shares have not been, and will not be, registered under the Securities Act or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States or to any US person without being so registered or pursuant to an exemption from registration including an exemption for qualified institutional buyers.

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3
Yojee Platform active
SEE THE WORLD FLOW
Undergoing implementation
Commercially Agreed, yet to
EUROPE 1 commence deployment.
JAPAN
NEW ZEALAND
63 Employees
(up 50% YoY) TAIWAN
PHILIPPINES AUSTRALIA Singapore
Employee Net Promoter
170% Score Increase (YoY) HONG KONG MalaysiaThailand
Philippines
CHINA
Indonesia
Vietnam
3 Regions (Aus, Asia, Europe) VIETNAM New Zealand
Japan
THAILAND CAMBODIA Taiwan
Hong Kong
Australia
MALAYSIA China
SINGAPORE
India
INDONESIA
Cambodia
Europe 1
BENEFITS OF SINGLE
INDIA PLATFORM
126 HUBS
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• Standardised Global Operations

• Aggregated And Comparable Data

• End To End Visibility Including Cross-Border

AGM Presentation : Nov 2021

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4

CORPORATE HIGHLIGHTS

Yojee Logistics Platform fully functional and deploying rapidly across Asia Pacific and more recently Europe

Global Enterprise Clients Contracted and Generating Revenue in SE Asia (Global top 10 freight forwarders operating in well over 100 countries each)

4

+ 100

Leading Trucking Companies (Subcontractor network)

63%

Annual Revenue Growth

(FY21 v FY20 Revenue)

% October Year on Year Revenue Growth 184

Embedded Growth Pathway

16 Hubs live or under implementation.

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Launch of Yojee Labs Launch Project, IoT Enabled Smart Warehousing

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1 Armstrong & Associates, Global 3PL Market Size Estimates, 2019 Logistics Cost, March 2020

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AGM Presentation : Nov 2021

5

THE YOJEE PLATFORM

vs

Traditional Broken Model

Yojee Seamless SaaS Platform

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‘The Black Hole’
HUB ● Little to no visibility
● Inefficient communication
SUPPLIER HUB ●● Long cash cycleManual planning SUPPLIER
How quickly ● Labour intensive
can we get a
vehicle? We need
one ASAP? HUB
HUB
Orders Processed
Easily & Rapidly
Get those We need to
orders moving CASH move these
DISPATCHER we can’t afford to PAYMENT deliveries much
be late again? +30 DAYS faster?
Yojee exists to
YOJEE SAAS PLATFORM
Route Expertly
facilitate the flow of Improved Optimised
freight movements Fleet Management Full Visibility Of
into a single MERCHANT Their Shipment
ecosystem, making FLEETS
the complex process +60 DAYSINVOICE Where is my delivery?
of managing land I need it ASAP!
transport simple MERCHANT CUSTOMER FLEET
and accessible to all PAYMENT CASH
players and reduce carbon emissions for +30 DAYS ORDER TO SHORTER CYCLECASH AND INSIGHTSREAL-TIME VISIBILITY SAVINGSCOST GREEN
a greener planet. CUSTOMER
AGM Presentation : Nov 2021
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6

UNIQUE SUPPORT FOR END TO END LOGISTICS

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World’s largest global supply chain leaders
Yojee is working with several of the world’s largest global supply
chain leaders with over $100 Billion in combined annual revenue.
Seamless integration
ur technology platform seamlessly integrates with the
world’s leading ERPs and cross border platforms.
Enterprise-grade, end to end
We empower enterprise-grade transport CROSS BORDER Customs / Warehouse Systems Integration
projects from end to end.
High volume ecommerce
distribution capability
Yojee lead in optimisation of high volume
CROSS BORDER
ecommerce distribution networks.
Unique platform powered by 100’s of microservices.
Any language
A truly global platform capable of working in any
AGM Presentation : Nov 2021
Networks
Cross-Docks
Vendors and
Subcontractors
Optimised
Fleets
MWAB
TRANSPORT/
PALLET DRIVER
CARTON
CONTAINER
LAST MILE
FIRST MILE
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World’s largest global supply chain leaders

Yojee is working with several of the world’s largest global supply chain leaders with over $100 Billion in combined annual revenue.

Seamless integration

Our technology platform seamlessly integrates with the world’s leading ERPs and cross border platforms.

Enterprise-grade, end to end

We empower enterprise-grade transport projects from end to end.

High volume ecommerce

distribution capability

Yojee lead in optimisation of high volume ecommerce distribution networks.

Unique platform powered by 100’s of microservices.

Any language

A truly global platform capable of working in any language.

7

YOJEE’S GROWING NETWORK EFFECT

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Enterprise Client

Country Hub Subcontractor Network

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Network Map as of November ‘21,

AGM Presentation : Nov 2021

8

CONTINUED MOMENTUM

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9

ESG: OPTIMISING FOR A BETTER PLANET

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CO2 STOP

GROW

Green strategies improve top line and align with cost savings

89% Increase in delivery efficiency & 30% reduction in distance travelled

Child Labor Supporting control of responsible supply chains

Yojee exists to see the world flow. We set out to create the most efficient land transport networks, from end to end. We are committed to creating world leading technology and supporting our customers in:

• Reducing CO2 Emissions

• ● Making smarter cost versus environment decisions ● Reducing paper and waste

• Supporting responsible supply chains

• Preventing child labour

We aim to see our rivers flow and green along our highways carrying freight optimised by Yojee Technology.

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AGM Presentation : Nov 2021

10

New YoRate FINANCIAL INTELLIGENCE MODULE

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●
●
●
●
●
●
●
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• Extensive multi-variant calculation matrix

• Cost and Charge on unlimited service types (eg same day, next day)

• ● Bill all customers and contracts uniquely

• Unlimited subcontractor rates stored

• Unlimited surcharges and add-ons

• Cost and Profit Analysis per job, customer, subcontractor and more

• ● Discount pricing to fill empty lanes/legs

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11

GREAT SCALE

Achieved in last 12 months[2]

Addressable - medium term

4,000,000+ Freight movement transactions processed by Yojee Platform.

3 year operational pathway Existing Customer TAM[1] (based on existing 3 global Enterprise Clients) $100bn 19 Existing Industry TAM Countries in APAC 126 HUBS US$9tn[3]

3

89%

89% 30% 3 Delivery Fuel/Cost savings in KM Global Enterprise efficiency[2] travelled[2] Customers[2]

100+ April 2021 Leading Trucking Companies

1 Total addressable market (TAM) - combined annual revenue generated by Yojee’s current 3 global Enterprise Clients in financial year 2020

2 Achieved with Yojee Platform for Enterprise Clients as at 31 March 2021

• 3 Statista, Logistics Market Costs, Accessed July 2021

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AGM Presentation : Nov 2021

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Investors and media

Glen Zurcher +61 420 249 299 investor@yojee.com

Investor centre: https://yojee.com/company/investors/investors -summary/ CEO podcasts: https://yojee.com/company/podcast/ BLOG: https://yojee.com/company/blog/ www.yojee.com

See The World Flow

Appendix 1

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Strong Defendable
Position
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Enterprise Client (global top 10 freight forwarders) Key enterprise and expansion agreements

Current 4 Enterprise Client agreements and ongoing expansion agreements

• New Enterprise Client agreement: ASX announcement, 15/5/2019 ○ Scope extended: ASX announcement, 24/8/2020

• New Enterprise Client agreement: ASX announcement, 18/5/2020 ○ Scope extended (Philippines): ASX announcement, 18/6/2021 ○ Scope extended (18 additional countries): ASX announcement, 28/6/2021

• New Enterprise Client agreement: ASX announcement, 3/9/2020 ○ Scope extended (3 additional countries): ASX announcement, 25/5/2021

• New Enterprise Client agreement: ASX announcement, 23/8/2021

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AGM Presentation ● : July 2021