AGM - Investor Update 18 November 2014 - ASX2014/11/18  · This Presentation is provided by YPB...

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1 ASX: YPB AGM - Investor Update 18 November 2014 John Houston – CEO & Chairman For personal use only

Transcript of AGM - Investor Update 18 November 2014 - ASX2014/11/18  · This Presentation is provided by YPB...

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ASX: YPB

AGM - Investor Update

18 November 2014

John Houston – CEO & ChairmanFor

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Disclaimer and Forward Looking Statements

This Presentation is provided by YPB Group Ltd (YPB, the Company).

You may not rely upon anything in this presentation and/or any information obtained from the Company, its

Directors or their associates in deciding whether or not to seek to participate in the shares of the Company.

This is not an offer o subscribe for securities in the Company.

The Presentation may contain quantitative statements of anticipated future performance such as projections,

forecasts, calculations, forward-looking statements or estimates all of which are based on certain assumptions

(Forward Looking Statements). The Forward Looking Statements involve subjective judgements and are based

on a large number of assumptions and are subject to significant uncertainties and contingencies, many of

which are outside the control of YPB Group Ltd and may not prove to be correct. No representation or

warranty is made that any Forward Looking Statements will be achieved, or occur, or that the assumptions

upon which they are based are reasonable or the financial calculations from which they have been derived

are correct. Actual future events may vary significantly from the Forward Looking Statements. Each Recipient

should undertake its own independent review of the Forward Looking Statements, including the assumptions

on which they are based and the financial calculations from which they are derived.

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YPB releases new Corp Video

Go to www.ypbsystems.com to view new Corporate Video

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• Listed 8th August at 20c

• High of 45c

• solid support since – current 20 Day VWAP 35c

IPO investors up 75%

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�T1 scanner stock sold out in Q4, new production cases

completed, acceptance testing underway to re-stock by

December 2014

�T2 scanner Patent process initiated, design and software

complete, production to commence December 2014

�Revenues lower in Q4 than expected due to depletion of

scanner stock, focus on expansion to USA and acquisition,

time taken to re-stock and recruitment – expansion not

initially anticipated

Progress since IPO

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�First customised tracer development to commence before year

end

�Brand Reporter acquisition completed, USA presence established

�China now 7 sales FTE in place, USA 1 FTE and recruiting

�IMS JV gives us access to significant sales resource initially in

Indonesia and India

�Management’s focus since IPO has been to integrate the Brand

Reporter technology and establish a strong platform in China, USA,

SE Asia for revenue generation in 2015

Platform in place for 2015 revenues

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�New Sales activity pipeline (new sales with Annual Order Value >

50% probability) grown since IPO to $3.2M in Q4.

�‘Satellite’ presence to be established in Bangkok, Thailand,

extending our reach, creating local presence to drive revenue

�YPB signs LOI with Impact Media Solutions (IMS) to sell YPB in

Indonesia and India

�IMS have hundreds of staff working with retailers and brands in

Indonesia and India potentially giving YPB enormous reach into

those markets. JV planned to be fully operational in 90 days.

New Sales pipeline growing

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�YPB / Sandun Card Technology Company have completed the testing

of anti-counterfeit lamination film, this anti-counterfeit lamination film

can be applied for anti-counterfeit cards including: driving license,

vehicle license, working badge, pass and smart card etc.

�YPB joins Professional Committee of Color Masterbatch, China

Dyestuffs Industry Association.

�YPB passed the annual audit by Beijing Municipal Administration of

Quality & Technology Supervision and National Center for Quality

Supervision Test of Anti-counterfeiting Products.

�YPB wins Innovation award at 9th annual Security Document Summit

China building well

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Brand Reporter adds crucial element to

YPB

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AmbassadorsSIGNED:

Jim Moodhe (Former Nike Founding Director)

Organised meetings with Heads of Columbia

Sporstwear for Dec meeting

•Meetings this week in LA with Golf club technology

supplier

•Meetings this week with fashion manufacturers and

brands

In discussion:

Sandy Beattie (Highly experience brand protection)

•Direct introduction to Ploom Vapor cigarettes

•Experience with Oakley , True Religion

David Howard (Johnson & Johnson / Michigan State

Uni)

•Direct introduction to J&J in Dec

•Pfizer introduction

•Expert advice on brand protection

Strong progress in marketing

MarketingBranding & ‘productisation’

•BR Code, BR Online

•BR strategy is now based on completed digital

suite of anti counterfeit products

•Planning underway to ‘productise’ YPB

solutions & have more focused sales approach

Materials

•Video animation completed and posted

•Company brochures

underway

Conferences and Associations

•Major speaking opportunity and event in San

Diego Q1 2015

Ambassadors

•Utilise well known and connected individuals to

fast track entry points to sales opportunities

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Exciting product roadmap

• Developing unique ‘hidden message’ code

• Branded as BR Code vs QR Code

• Immediate opportunity – assessing several global brands

• Finalising noncopyable version in conjunction with Tracer material estimated by year end

• White label partnership withOnline Counterfeit Technology Company

• Scrapes internet to shut down websites selling a brands fake products

• Immediate opportunity – assessing with Oakley & True Religion

• Complete redevelopment with added features and more unique elements – due completion

30th November

• Development time taken to create new API which becomes scalable & bar code focused

• Admin system with full reporting and communication ability direct to authorities.

• NFC Chip product currently being planned with China RFID Company– trials in H1 2015

• Adds a YPB solution for higher end products

• Image & Stitch recognition product currently being developed – due H1 2015

• Adds a product specifically for garments & apparelFor

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BR being well received in USA

Probables

Oakley

•Currently trying to close online products sales on

monthly license fee

•Key partner in growing Brand Reporter & influencing

other brands.

•Aiming to close by January

IPR Center

•Aiming to close by January as key strategic partner

•Will influence brands to join Brand Reporter

BP Castrol

•Discussing renewal of Brand Reporter contract

•Currently looking to close sale of Tracer in pack by

January

Possible in next 3-6mths

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Strong footprint for 2015

Team in place

Company setup

Development to be

completed by end

November

First contracts expected in

by year end

BR Code opportunities

developing with Nestle

BR app training in Dec in

China plus translation by

end of 2014

Distribution partner

liaising with Retailers and

major brands on BR Code

and BR app

BR Code opportunities

being sought in Australia

Paralell import opportunities

for BR app

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150 plus brands contacted in USA

Customs & Enforcement

Major fashion & apparel

Toys & Licencedproducts

Wine & high end alcohol

Pharma TobaccoSports

Leagues & licences

Electronics & Accessories

Our US based Brand Reporter team have already begun communicating with a

long list of influential people and companies

USA

Currently Selling

USA

Currently Selling

China

December launch

China

December launch

Thailand & Indo

December launch

Thailand & Indo

December launch

India

2015

India

2015

Regional Growth …

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• 1 for 4 loyalty option planned before year end

• 1 for 4 at 1c application and 20c strike

• Options will be ASX listed

YPB is cum 1 for 4 loyalty option

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Contacts

or visit the Company’s website at

www.ypbsystems.com

Mr John Houston

CEO

YPB Limited

+61 458 401 088

[email protected]

Mr Greg Wood

Managing Director

K S Capital Pty Ltd

+61 416 076 377

[email protected]

Media inquiries

Mr James Moses

Mandate Corporate

+61 420 991 574

[email protected]

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