Aspermont : FY21 Investor Presentation

For personal use only

FY21 RESULTS

DECEMBER 2021

www.aspermont.com

ASX:ASP | FRA:00W | TDG:00W

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Fast Facts

only			SUBSCRIPTION METRICS
KEY NUMBERS	AUDIENCE STATISTICS
use
$2m	Decision Makers	7K
personal	EBITDA	Paid subscriptions base	Corporate Subscriptions
$7m	290K	$9m
	Net cash & no debt	Monthly Active Users	Annual Contract Value
For	$16m		14%
Revenue and growing		5-year ARPU CAGR
			33x
	65%	4m
	Gross Margins and expanding	Total Digital Users	Unit Economics
	250%	8m	100%
	1-Year Shareholder Returns	Contacts Database	Net Retention Rate

For personal use only

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The Aspermont objective

"Enable businesses to dig deeper and make better decisions for a brighter future"

Aspermont is a global leader in business-to-business media providing timely,

independent, and high value content

z

We bring together communities to collaborate, problem solve and find innovative breakthroughs for some of the most pressing challenges in the world today

We are proud, to serve industries which are critical to both sustain and

improve our quality of life

Aspermont: Information for industry

only

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The leading media services provider to the global resource industries

personal use

Aspermont (ASX:ASP, FRA:00W, TDG:00W) is the leading media services provider to the global resource industries.

Aspermont has built a commercial XaaS model for B2B media which distributes high value content to a growing global audience. This versatile model is being scaled to serve new business sectors in new countries and languages to create recurring and exceptional long-term revenues.

Brand Leverage

Our 560 years of combined brand heritage has built unequalled audience trust. This trust enables market collaboration to ensure a high success rate in launching new products.

Operational Agility

Our de-centralized structure and scalable human resources facilitate rapid launch of new products while controlling investment risk.

Leadership Team

Our Tier 1 executive team has extensive C-suite experience at blue chip companies. Management is tied via LTIPs to success in marketing ,technological development and problem solving.

For

Aspermont has also established Data monetisation and Client Marketing Services businesses which grow in correlation to the primary XaaS model and have the capacity to multiply current revenue streams.

Aspermont is listed on the ASX, the Frankfurt Stock Exchange and quoted on other European exchanges. Aspermont has offices in the United Kingdom, Australia, Brazil, USA, Canada, the Philippines, and Singapore.

Intellectual Property

We have adapted to the technological changes over recent decades to develop our unique IP in both commercial models and marketing systems.

Industry Leadership

Aspermont engages with 8 million board and management executives across key industries. Sentiment and insight analysis enables agenda setting and leadership on macro themes.

Scalable Model

Aspermont's XaaS based information and Data models with high unit economics provide operating leverage when rolled across other sectors and markets.

Capital structure and shareholder returns

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For personal use only

Shareholder	Aspermont	ASX Media	All ASX
Returns	(ASX:ASP)	Industry	Market
1	Year	250%	42%	22%
3	Years	133%	(22%)	26%
5	Years	110%	(21%)	34%

Market Capitalization (A$'m)

70.0
					60.5
60.0
50.0
40.0
		20.8	23.3	15.9
30.0
8.6	16.7
20.0
10.0
0.0
FY16	FY17	FY18	FY19	FY20	FY21

Share Registry Composition

16%

41%

30%

13%

Board	Management
Long-term holders	Small holders

Capital Structure

Shares on issue	2.4b
Current share price	0.23c
52 week range	8c - 5.8c
Options on issue	333m	3 cent
Unlisted Performance	166m
Rights
Free Float %	27%
% Shares on	14%
non-ASX Exchanges
Market Capitalisation	58.1m
Significant Shareholders	13.6%	Drysdale
Investments
	12.4%	BNP Paribas
	11.2%	White
	Rabbit

"Aspermont shareholders have seen superior returns relative to the market over the last 5 years. Yet Aspermont directors believe the company remains significantly undervalued relative to peers."

	Ventures
9.9%	Allandale
Holdings
7.1%	Annis
Trading