See • Plan • Share Investor Presentation May 2017 www.pointerra.com ASX:3DP
The Opportunity Rapid growth in global demand for 3D data driven by mix of asset management • imperatives & emerging disruptive technology applications Global geospatial technology sector worth $500 Billion - enormous, high-growth, • addressable market Pointerra has patent-pending, world-class, disruptive 3D data technology: 3D data solved • Our team has relevant experience and proven track record in key growth markets • OIL & GAS CIVIL & BUILT FORM MINING EMERGING DISRUPTIVE TECH 2
Investment Rationale Global cloud-based solutions for managing, visualising and sharing massive 3D datasets • First-mover business model, little relevant competition World-Class Technology • Patent protection strategy & IP development pipeline • Rapidly expanding global demand for 3D data • Global, focussed sales execution story in enormous addressable market Clear Pathway to Earnings • Rapid commercialisation, licensing and sales strategy • Low-capital, high-margin business model • Proven track record of technology development and commercialisation execution Quality People • Board & management have alignment and “skin in the game” • Big company experience: commercial, corporate & entrepreneurial skills • Modest enterprise value Attractive Valuation • Fully-funded business model • Significant value uplift events expected in 2017/18 3
Corporate Overview Shareholding Spread Total Ordinary Shares 326m *Milestone Shares 165m **Options 102m Total Shares Fully Diluted 593m Current Share Price (16 May 2017) $0.024 Market Capitalisation (Undiluted) $7.82m Enterprise Value (Undiluted) $4.44m Net Cash (31 March 2017) $3.38m *3 tranches (45m 6/17, 60m 6/18, 60m 6/19) **Options to acquire Shares at 5 cents each on or before 30 June 2019 Current Shareholding (undiluted) Directors & Management 18% Top 20 excluding Board & Management 32% Top 50 excluding Board & Management 50% Top 5 Shareholders Board & Management Cartovista P/L, Perth 7.4% Top 20 excluding Board & Management Pershing Australia Nom P/L, Sydney 4.4% Fifth Season Investments, Singapore 4.2% Balance Egmont P/L, Perth 4.1% P. Cummins, Perth 3.8% TOTAL 23.9% 4
Our People Board of Directors Non-Executive Chairman Non-Executive Director Non-Executive Director Managing Director GRAHAM GRIFFITHS NEVILLE BASSETT IAN OLSON Dr ROB NEWMAN PhD and Bachelor of Electrical Experienced company director. Chartered Accountant operating his 10 years experience in geospatial Engineering. Successful high Information & Communications own corporate consulting business, sector as business owner. Chartered technology entrepreneur in both technology executive with 22 years specialising in the area of Accountant and professional public Australia and Silicon Valley. Inventor at the multinational level with company director with a 25 year corporate, financial and and co-founder of QPSX computer vendor NCR Corporation management advisory services. career in finance and the capital Communications which achieved and AT&T (US and Asia based), in Public company director and markets. Has helped numerous international acclaim and sold various senior sales, marketing and consultant to a number of publicly companies move from private to products world-wide. ASX listed R&D positions. Managing director public status and raise capital via the listed companies and private Nearmap founding Director & for 11.5 years of ipernica ltd, ASX. company groups across a range of current MD/CEO. including leading the IPO and industry sectors. 5 founding Director of Nearmap
Our People Management Team VP CLOUD DEVELOPMENT PRINCIPAL SOFTWARE ARCHITECT VP ENGINEERING CHIEF TECHNOLOGY OFFICER SHANE DOUGLAS MARK MORRISON MIKE FREETH STEPHEN SAKHAROV Physics and computer science Engineer with over 25 years Software developer and designer Software developer with a degree in graduate with over 30 years experience in the geospatial and with a diverse skill set and a passion Computer Science, and over 15 years experience in software resources industries. Has worked for modern web technologies. His experience developing commercial development. Since 1989 has been across a variety of roles, including experience ranges from the technical software solutions in various developing software in 2D and 3D academic research, software to the creative, covering software industries ranging from electronics spatial environments for the Water application development, technical development, photography, video design to the resources sector. Corporation of Western Australia, analyst, and industrial production and graphic design. Rio Tinto Iron Ore, and numerous R&D/innovation. other organisations. 6
Our Business Model A subscription-based Data as a Service (DaaS) solution for managing, distributing and visualising massive 3D data sets. Pointerra Cloud provides: • Spatially indexed data for efficient compression and storage • Image rendering at unprecedented scale and performance • Search, access & analyse 3D data • Subscription, permission and sharing management 7
Harnessing The Power Of 3D Data • Surveyors, satellites, aircraft, drones, driverless cars using Where does it come from? terrestrial (LASER) or mobile & aerial (LiDAR) hardware and software • Asset Management: engineering, design & construction decisions, 3D models, 3D data analytics and a multitude of What is it used for? visualisation, artificial intelligence and animation applications • 3D datasets are large and unmanageable, require advanced What is the problem? tools and skills for management, processing and analysis. Inefficient workflows, extra cost and waste, loss of efficacy. • The solution - breakthrough technology via cloud based Data as a Service (DaaS) model where valuable 3D data can be stored, managed and viewed, shared, extracted and monetised. 8
Patent–Pending Technology Breakthrough A world class technology solution to an entrenched business problem: 3D data solved . CORE TECHNOLOGY 3D point Multiple STORAGE Automated Read Centralised, clouds, formats index, without cloud (AWS) not files, and compress, decompres based metadata coordinate unify sion repository attached systems VISUALISATION Server- Any device No data Massive No based, (browser), copying & pointcloud hardware rapid anytime, double datatsets limitations startup anywhere handling 9
Commercialisation Pathway Our pathway from technology solution to profitable, globally scaled, sustainable business Core Technology Solution 2013 to 2015 Conceived & Solved Deploy to AWS, Scale, 2015 to 2016 Develop & Refine UI Launch, Align, Partner, Negotiate 2016 to 2017 & Execute. Further Refine UI Sell & Scale Globally. Focussed Sales 2017 to 2020 Strategy - Refer Slides 11 to 14 Grow, Innovate 2020 to 2025 & Stay Relevant 10
Focussed On Generating Sales & Earnings Since listing we have deployed & scaled the AWS cloud solution, engaged with key players in the global geospatial sector, moving quickly past technical evaluation into commercial and revenue sharing negotiations that will drive sales and earnings. Geospatial Construction Infrastructure Mining Oil & Gas & Engineering & Utilities Focussed Sales Effort: 1. Converting trial licenses to paying customers (surveyor & 3D capture professional channel) 2. Securing high-value enterprise channel partners from Tier-1 global & regional technology, engineering, aerospace & professional services sectors for enterprise sales 3. Securing technology licensing & transactional royalty sales agreements with Tier-1 global geospatial hardware & software and global/regional data capture companies 11
Our Tech: Creating New Sales Channels Pointerra is reshaping traditional business models Surveyors & Enterprise and creating new sales Geomatics Asset Owners channels by connecting Professionals & Operators generators & users of 3D data 3D Scanning Technology, Hardware & Engineering, Software Aerospace & Manufacturers Professional & Resellers Services Revenue Flow Open Source Open Data Refer slides 13 & 14 for Government Marketplace detail on each channel 3D Data Flow Data 12
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