Spookfish Limited | 5 Turner Avenue, Technology Park, Bentley WA 6102 | Bentley DC, PO Box 1103, Bentley WA 6983 www.spookfish.com | ABN 24 123 511 017 17 March 2015 Asian and North American Roadshow Presentation Spookfish Limited (ASX: SFI) (“Spookfish” or “the Company”) is pleased to release an updated investor presentation to introduce Spookfish to Asian and North American institutional investors during an international roadshow commencing 17 March 2015. For more information, please contact: Jason Marinko Executive Chairman +61 402 032 876 [email protected]About Spookfish Spookfish is an Australian company focused on the development and commercialisation of premium next generation geospatial imagery products and services. By starting from a clean sheet and disregarding what was thought impossible, our revolutionary technology enables rapid imaging of entire countries in high resolution from a multitude of angles at a fraction of the cost of contemporary systems. Spookfish aims to use these capabilities to make it easy for organisations of all sizes to gain access to premium imagery content and pervasive 3D models allowing concise, accurate and cost effective decision-making. For personal use only
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Spookfish Limited | 5 Turner Avenue, Technology Park, Bentley WA 6102 | Bentley DC, PO Box 1103, Bentley WA 6983
www.spookfish.com | ABN 24 123 511 017
17 March 2015
Asian and North American Roadshow Presentation
Spookfish Limited (ASX: SFI) (“Spookfish” or “the Company”) is pleased to release an updated investor presentation to introduce Spookfish to Asian and North American institutional investors during an international roadshow commencing 17 March 2015. For more information, please contact: Jason Marinko Executive Chairman +61 402 032 876 [email protected] About Spookfish
Spookfish is an Australian company focused on the development and commercialisation of premium next generation geospatial imagery products and services. By starting from a clean sheet and disregarding what was thought impossible, our revolutionary technology enables rapid imaging of entire countries in high resolution from a multitude of angles at a fraction of the cost of contemporary systems. Spookfish aims to use these capabilities to make it easy for organisations of all sizes to gain access to premium imagery content and pervasive 3D models allowing concise, accurate and cost effective decision-making.
Disclaimer This presentation has been prepared by Spookfish Limited. (“Spookfish” 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 Spookfish, 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 Spookfish 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. Spookfish 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 Spookfish securities.
Images are used to illustrate concepts only and are not intended to represent commercial Spookfish captured images or processed images. All images used are either produced in house or produced from Spookfish technology test flights.
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 Spookfish, 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 Spookfish 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 Spookfish 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 Spookfish 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, Spookfish 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). For
Former corporate adviser and public company CEO with over 15 years of corporate finance experience.
Shannon Robinson Non-Exec. Director /Joint Co.Sec.
Former lawyer and corporate adviser with more than 10 years transaction and M&A experience.
Stephen Rice Chief Executive & Exec. Director
Extensive background in commercialising highly innovative technologies and a member of the Aust. Fed. Govt’s Accelerating Commercialisation Programme.
Mike von Bertouch Exec. Dtr & Head of Flight Ops.
Highly respected Aerospace Engineer and CASA Authorised Person with over 20yrs experience offering technical aeronautical services to govt & corporates.
Simon Cope Sub.Dtr & Chief Technology Officer
Recognised senior technology leader with a proven track record over 20 years of delivering market disruptive technologies in the global geospatial industry.
Guy Perkins Sub. Dtr & Head of Strategic Sales
Leading figure in the international geospatial sector for over 25 years and former Managing Director of Esri Australia and CEO of ER Mapper.
Tony Grist Non Exec. Chairman, IP Subsidiary
Vast experience in the capital markets with a particular focus on the technology sector. He is also co-founder and Chairman of Amcom.
Stuart Nixon Strategic Advisor
World renowned geospatial industry pioneer; company founder and inventor of award winning geospatial technologies behind ER Mapper and nearmap.
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Vastly experienced team with strong regional and international experience in the geospatial and corporate finance sectors
# The Chairman and management team also sit on the subsidiary operating company board 2(
PROFILE Spookfish is an Australian company focused on the development and commercialisation of premium next generation geospatial imagery products and services.
TECHNOLOGY The revolutionary Spookfish technology enables rapid imaging of entire countries in high resolution and pervasive 3D models at a fraction of the cost of contemporary systems.
VALUE PROPOSITION Spookfish's unique capabilities will enable it to become a major global supplier of cost effective, premium imagery to the enormous, fast growing geospatial services industry.
$150-$270 billion Global revenues of geospatial industry per year $1.4 trillion Geospatial industry saves for business each year $90 billion Geospatial industry pays out in wages $1.1 billion hours Travel time saved per year globally
$0.5-2.8 billion Savings from reduced pricing of infrequently bought services and goods 3.5 billion litres Petrol saved per year globally $8-$22 billion Global cost savings on agricultural irrigation $73 billion Industry value in the US
GIS is already an enormous, yet still fast growing, industry providing many valuable social and economic benefits
Source: Oxera (Jan. 2013), “What is the economic impact of Geo?” 9(
Examples of GIS Applications where imagery is a core
enabler
Internet Mapping Services e.g. Google/Apple/Bing
Maps Security Applications e.g. intelligence, emergency
planning, finding drug crops
Property Services e.g. Gov. land titles offices,
developments, subdivisions
Local Govt. Applications e.g. building compliance &
approvals
Insurance e.g. risk management, natural
disaster impacts
Asset Management Services e.g. rail, water, gas,
electricity, road assets
Business Applications e.g. logistics, operations, marketing, planning
Geospatial applications are only in their infancy with new applications only limited by technology and the availability of premium, cost effective data
e.g. defence and gaming opportunities
Global imagery market value is estimated to be in the region of $6bn1
1. Source: CRC-SI Global Outlook 2014: Spatial Information Industry, Aug.2014 10(
Spookfish technologies offer a capability not economically available to military – wide area capture and rapid processing of high resolution 3D imagery
11(
Cost effective wide-area capture and processing of high resolution 3D imagery using aircraft and camera systems solely optimised for that task
Civil Defence & Disaster Relief Operations, e.g.
• Large area, high resolution capture capability in 2016 with global deployment possible within 48 hours
• Post-disaster 3D imagery of large areas for relief planning
• Asset recovery/remediation planning and management
In-Theatre Expeditionary Operations, e.g.
• Weekly 3D imagery updates of large areas for planning troop insertions
• Up-to-date 3D imagery integrated into existing live battle monitoring systems
• Frequent high res. imagery of linear assets to provide analysis of IED threats
• Imagery captured above effective ceiling for MANPADS
Domestic Defence Planning, e.g.
• Live fire range buffer analysis and environmental analysis
• Exercises planning allowing full 3D briefing for personal
• Integration with simulation systems for training in real environments
“Sometimes it is quicker and cheaper to buy a company that has the technology we need rather than spend a lot of time and develop the new technology required”
- President & CEO of Hexagon
Selection of M&A Activity in the
Geospatial Industry in 2013/14
Arlington Capital Partners acquired four companies to create North America’s largest
geospatial and location based services company
After Apple’s own mapping problems, it acquired four small players in 2013
to strengthen its portfolio
Google acquired a traffic navigation app, Waze (USD966m) & satellite
imagery business, SkyBox (USD 500m)
Hexagon, a global geospatial technology business, acquired eight businesses to increase its
geographic reach & technology prowess
DigitalGlobe acquired GeoEye (USD 900m) to create the world’s largest
commercial imagery satellite co
The sale of Nokia’s devices business to Microsoft transformed Nokia into a global mapping business with HERE
Major industry players have shown an enormous acquisitive appetite for innovative new technologies that offer a competitive advantage
12(Source: geospatialworld.net: Recap 2013 – M&A in the geospatial World (Dec.’13)
Accelerated Go-to-Market Strategy Leverage unique technological capabilities and existing strong industry relationships to seek early commercialisation opportunities in 2015
1 Focus on Govt. (Fed, State, Local) & large commercial sector users
3
Web Portal subscription based annuity revenue
Capture once, sell many times
• All information captured builds image database even in test mode
• End to end solution - image capture, image processing & web service delivery
• Pricing according to market segment and product specifications
2 Alliances & licensing opportunities to accelerate global expansion
MARKET Large, established and fast growing global market with significant corporate activity and market growth opportunities for innovative,
premium, cost effective products
TECHNOLOGY Unique technical capabilities and competitive advantages over contemporary offerings have massive disruptive potential
PEOPLE Strong management and leading GIS industry technical team with a proven record of commercialising market changing innovations
REVENUE Simple, proven, recurring revenue model with a focus on realising early revenue opportunities during all stages of development
CAPITAL STRUCTURE Solid cash position and committed industry cornerstone partners with strong performance incentives for vendors; attractive valuation compared to peers