President - ISBX - Internet Strategy Branding eXecution 20 ...

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ASX ANNOUNCEMENT 9 October 2015 THRED’s New ADVISOR and Investor Roadshow Presentation Eric Wise to join Advisory Board President - ISBX - Internet Strategy Branding eXecution 20+ years Internet and Mobile Industry Specialist Roadshow to commence 12 October 2015 in Hong Kong We are very pleased to announce the appointment of Mr Eric Wise to the Thred Advisor Board. Eric is a very well respected technology professional who is the President of ISBX and one of the leading architects in the mobile industry today. Eric Wise and ISBX are key technical partners for and involved in advising and providing mobility and app solutions for Fortune 500 companies such as Warner Bros, Lexus, Sony and a host of other significant companies and apps. We value Eric’s contribution to our board and company as a key technical advisor, as his vast experience means he will share and provide insights into launching apps and platforms that have global impact and will assist Thred as it commences operations. On being invited to join our board, Mr Wise said, “I am very excited to be working with Thred and look forward to contributing to the product vision, design and development. Thred is coming at a perfect time in the evolution of the messaging and social space and I am confident will be embraced enthusiastically by users everywhere.” About is a next-generation meta-social & media sharing application which aims to address all major global social media platforms, allowing instant access to all social media friends, followers and contacts in a simple unified way, with the potential to connect billions of social media users. is a private access messaging and sharing platform allowing individual and group consolidation across all social media remaking the messaging experience and building bridges between social groups. is a web based messaging platform and mobile app specialising in cross platform communication systems. has developed several proprietary engines and systems that unify and centralise user contacts and social groups whilst simultaneously providing a centralised communication hub. is also developing machine learning engines that learn users’ preferences, with the intention of providing a more targeted and satisfying messaging and sharing experience. Any content (for example, documents, links, video, spreadsheets, Powerpoints, etcetera) can be easily shared, commented on (both across a group or privately within the group), archived, searched and outputted for later review or furthering of the conversation. Page 1 ABN 36 124 541 466 Suite 8, 55 Hampden Road, Nedlands WA 6009 Phone: +61 8 9389 5885 P.O.Box 994, Subiaco WA 6904 For personal use only

Transcript of President - ISBX - Internet Strategy Branding eXecution 20 ...

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ASX ANNOUNCEMENT 9 October 2015 THRED’s New ADVISOR and Investor Roadshow Presentation

• Eric Wise to join Advisory Board• President - ISBX - Internet Strategy Branding eXecution• 20+ years Internet and Mobile Industry Specialist• Roadshow to commence 12 October 2015 in Hong Kong

We are very pleased to announce the appointment of Mr Eric Wise to the Thred Advisor Board. Eric is a very well respected technology professional who is the President of ISBX and one of the leading architects in the mobile industry today.

Eric Wise and ISBX are key technical partners for and involved in advising and providing mobility and app solutions for Fortune 500 companies such as Warner Bros, Lexus, Sony and a host of other significant companies and apps.

We value Eric’s contribution to our board and company as a key technical advisor, as his vast experience means he will share and provide insights into launching apps and platforms that have global impact and will assist Thred as it commences operations.

On being invited to join our board, Mr Wise said, “I am very excited to be working with Thred and look forward to contributing to the product vision, design and development. Thred is coming at a perfect time in the evolution of the messaging and social space and I am confident will be embraced enthusiastically by users everywhere.”

About

is a next-generation meta-social & media sharing application which aims to address all major global social media platforms, allowing instant access to all social media friends, followers and contacts in a simple unified way, with the potential to connect billions of social media users.

is a private access messaging and sharing platform allowing individual and group consolidation across all social media remaking the messaging experience and building bridges between social groups.

is a web based messaging platform and mobile app specialising in cross platform communication systems. has developed several proprietary engines and systems that unify and centralise user contacts and social groups whilst simultaneously providing a centralised communication hub.

is also developing machine learning engines that learn users’ preferences, with the intention of providing a more targeted and satisfying messaging and sharing experience. Any content (for example, documents, links, video, spreadsheets, Powerpoints, etcetera) can be easily shared, commented on (both across a group or privately within the group), archived, searched and outputted for later review or furthering of the conversation.

Page 1 ABN 36 124 541 466 Suite 8, 55 Hampden Road, Nedlands WA 6009 Phone: +61 8 9389 5885 P.O.Box 994, Subiaco WA 6904

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’s platform is the core of a suite of products that are being developed for the mobile market. The core suite of products are expected to be officially launched in mid-2015 with additional features and modules released throughout the year.

The app is not just a new messaging app or a new form of social media, rather it is the solution to the challenges we all face in today’s connected and information-rich world. These challenges include:

• How we manage the range of our diverse profiles and groups across multiple social platforms

• How to easily create and monitor a private group discussion with friends from networks such as Twitter, Facebook, Weibo and Linkedin at the same time as using SMS and email addresses – uniquely allowing a two way communication stream between them all – allowing the creation of a private messaging group made up of people across multiple platforms and social media.

By developing and marketing the platform, the goal is not to compete with existing messaging apps or social networks but instead to reshape the way we all use the range of services available to create more meaningful and valuable connections between people.

“Building bridges not walls”.

will be launched as a platform and there are several 3rd party applications and content partnerships which are supporting the platform preparing to enter the market shortly after launch.

is unified social messaging.

For further information, please contact Promesa on +61 8 9389 5885 On behalf of the Board Damon Sweeny Company Secretary

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Unified Social Messaging

October 2015

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DISCLAIMERThis presentation contains summary information about Thredit Ltd (Thredit) and is current as at 5th October, 2015. The information in this presentation is of general background and does not purport to be complete. This presentation is not investment or financial product advice (nor tax, accounting or legal advice) and is not intended to be used for the basis of making an investment decision. The information contained in this presentation has been prepared without taking into account the objectives, financial situation or needs of individuals. Investors should obtain their own advice before making any investment decision. Thredit has prepared this document based on information available to it at the time of preparation. No representation or warranty, express or implied, is made as to the fairness, accuracy or completeness of the information, opinions and conclusions contained in this presentation.

This presentation contains certain “forward-looking statements”. Forward looking statements can generally be identified by the use of forward looking words such as, “expect”, “should”, “could”, “may”, “predict”, “plan”, “will”, “believe”, “forecast”, “estimate”, “target” and other similar expressions. Indications of, and guidance on, future earnings and financial position and performance are also forward-looking statements. Forward-looking statements, opinions and estimates provided in this presentation are based on assumptions and contingencies which are subject to change without notice, as are statements about market and industry trends, which are based on interpretations of current market conditions. Forward-looking statements including projections, guidance on future earnings and estimates are provided as a general guide only and should not be relied upon as an indication or guarantee of future performance.

This presentation contains statements that are subject to risk factors associated with Thredit. It is believed that the expectations reflected in these statements are reasonable, but they may be affected by a range of variables which could cause actual results or trends to differ materially. Thredit disclaim any intent or obligation to publicly update any forward looking statements, whether as a result of new information, future events or results or otherwise. To the maximum extent permitted by law, Thredit, their related bodies corporate (as that term is defined in the Corporations Act 2001 (Cth)) and the officers, directors, employees, advisers and agents of those entities do not accept any responsibility or liability including, without limitation, any liability arising from fault or negligence on the part of any person, for any loss arising from the use of the presentation or its contents or otherwise arising in connection with it.

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Thred comes at an extraordinary time; a time when there are more mobile handsets than people, almost half of those people are on social media and messaging apps and the numbers are growing. Yet amongst all this connectivity, we believe life has become too cluttered, too noisy, too disorganised. Too many apps, too many contacts and too many connections means that social media has become quite unsocial.

Enter Thred. A unified social messaging platform that solves the universal problem of contextual communications by empowering anyone, anywhere to easily connect with anyone else or any group across social networks, contact databases, email and more to create, manage and archive communications (Threds) around relevant content. In this way, Thred lives in the space of many household names like Facebook, Twitter, WhatsApp, Vine, Instagram and more. Yet Thred doesn't stop there. Encompassing multi-platform APIs and an Artificial Intelligence engine, Thred enables users to communicate and transact seamlessly and powerfully, generating multiple revenue streams and massive benefit to users.

Whether it's inviting friends to an event complete with page links, videos, sound files, maps, ticket purchases, transport and accommodation bookings (taking clips at every stage), sending a document to colleagues for review, connecting them all via contact databases and social networks in just a few taps (whilst serving ads generated by user profile data to ensure relevance) or hosting a company database for internal messaging with a monthly subscription model (i.e. Yammer or Slack); Thred is the one platform that ties everything everyone needs together.

It's no wonder we believe Thred to be a Unicorn in the making. Thred embraces the entire world - East and West, going global from day one. And with a management team and Board that has worked with the likes of Facebook, Microsoft, Amazon, Virgin Mobile, Boost Mobile HSBC, Goldman Sachs and many others, we've run with Unicorns before.

Welcome to Thred; where you will never communicate the same way again.

Chris ADAMS, Chief Advisor to the Board, Thredit Ltd

INTRODUCTION

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Billions of users spreadacross social media

40 MillionREGISTERED USERS

1.49 BillionMONTHLY ACTIVE USERS

1 BillionMONTHLY ACTIVE USERS

540 MillionMONTHLY ACTIVE USERS

300 MillionMONTHLY ACTIVE USERS

70 MillionREGISTERED USERS

302 MillionMONTHLY ACTIVE USERS

187 MillionMONTHLY ACTIVE USERS

Source: Statista 2016 Projection 3

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The fragmentation within social media creates barriers to communication

Most social media has evolved to be more about broadcasting information than sharing and communication

No single platform makes it easy to communicate with friends across platforms

Privacy is almost non-existent in social media today

THE PROBLEM: Communicating across the growing number of social media platforms is nearly impossible

This means: Conversations are stuck within siloed platforms as consumers add more platforms

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Concurrent conversations through different apps create confusion and are difficult to manage

Consumers are frustrated that they need to use multiple apps in order to communicate with their friends1

Searching through social media and messaging apps for specific content is extremely difficult2

Accidental public postings often have negative outcomes.

Creating & accessing the history of content that you have shared (images, documents, etc.) is difficult with social media tools today2

1. Symplicit Online Communities Research 20152. Symplicit Context Research 2015

AND THE PROBLEM GETS WORSE EACH YEAR: 140+ Social Media and Messaging Apps Globally - 2015

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The Unified Social Messaging

PlatformCross Platform - Communicate across social networks.

Fast & Easy - Share content, create groups, search for content and more, all without leaving .

Private - Every message you send is private between you and the recipients so no more worrying about who sees your posts.

Innovative – combines the best of instant messaging with the best of email to create a better communications experience for users, potentially replacing both.

Viral - Inherent virality creates a powerful growth engine for Thred that drives our K factor beyond that of other apps

Unifies Your Communications on a Single Platform

THE SOLUTION:

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Organise your contacts Across all of yourSocial Networks

Create and manage your conversations

from a single platform

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Monetise across a wide range

of ServicesUsers will be able to

book taxis, buy event tickets and send money

to friends - all without ever leaving the Thred

app

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AFFILIATE & REFERRAL COMMISSIONS

ADVERTISINGSTRATEGY

IN APP PURCHASES

DATA SOURCE

CONTENT PARTNERSHIPS

ENTERPRISE VERSION

Taxi Booking (e.g. UBER @ $5/user)

In-App Search Games Trending Analysis

xVenture Byod

Event Tickets (e.g. TICKETMASTER up to 7%)

Social Job Referral

Custom Content (emojis, stickers, etc.)

Subscription Media Companies (e.g. Fairfax Media)

Private Social Networking

Hotel Booking (e.g. ZUMATA @ 25%)

Hotels & Flights

Encryption MarketingData

Game Networks

Workplace Collaboration Tools

Money Transfer (e.g. FIRST GLOBAL DATA @60% of fee revenue)

Music Lifestyle Networks

Monetisation Opportunities

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Dev, Production & LaunchTimetable 2015 - 2017

Phase 01

MVP

Phase 02

Product Launched Target

500k

DOWNLOADS

Phase 03

Viral Growth

5M

downloads

• App Store launch (December 2015)

• Acquire initial users• Iterative Development Cycles• Additional Social Networks added• Product Market Fit

2017Scale:

• Scale user base• Refine & Enhance Features• New partnerships integrated

Ready for Launch: Dec 2015

2016Iterate:

Virality Coefficient ‘K’ is the “invite rate x acceptance rate”This means every time someone shares a thred, they automatically send an invitation to that person as a part of each IM giving thred the highest possible viral potential.

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Go To

GROWTH STAGE Seed the Product Invest In Growth Viral Growth

Launch in a Limited # of Markets

Global Launch Optimize in Key Markets

Gather User Feedback Influencer Marketing Campaign to Push to the Top of App Store chart

Focus on user engagement to drive virality (K Factor)1

Facebook Marketing Get Featured in App Stores Partnership Marketing

App Store Optimization Facebook & Non-traditional Acquisition Channels

MonetisationOpportunities

GOAL Prep for Global Launch Lift to top of App Store Charts Scale User Volume & Drive Down Costs

Market1 2 3

1 A quantitative measure of virality calculated as invitation rate * acceptance rate

beta Launch: Dec 2015 Global Launch: 2016 Global Growth: 2017

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DIRECTBROADCAST

SINGLE PLATFORM

MULTI PLATFORMCompetitive

Landscape is the only system that combines many platforms and eliminates all of the social media noise

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Active UsersMarketValuation

Value per Active User

750 K(Daily Users)

$2.8 Billion1 $3,733 USD

450 M $19 Billion2 $42 USD

100 M $10 Billion2 $100 USD

300 M $37 Billion3 $123 USD

4 M (Registered Users)

$1.2 Billion4 $300 USD

100M $1 Billion5 $10 USD

ComparablesEquity Value/User

1 Fortune - “Why Slack Just Raised $160M”, April 16, 2015 2 How You Really Value Snapchat, Instagram, and other Big Consumer Apps, July 30, 20153 Business Insider Australia March 17,20154 Techcrunch - “With 1.2 million Yammer Buy Microsoft’s Social Enterprise Strategy Takes Place June 25, 20125 DMR Digital Marketing Stats July 21, 2015

Messaging platforms at scale deliver strong returns to investors on a per user basis

SLACK

WHATSAPP

SNAPCHAT

INSTAGRAM

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David Whitaker CEO & Director

Management Team

Sean is a business technology professional with international experience, primarily in the Asia Pacific region – including starting, turning around and managing technology businesses in emerging markets. His specialties include agile and cloud applications development.

A high tech entrepreneur with deep expertise in building high growth digital businesses. After 17 years in Global IT & Digital recruitment, David has founded and built businesses spanning mobile applications, group buying, and digital agencies. Working with worldwide companies David has provided services and resources all throughout the Asia-Pac region.

Sean DavidsonChief Technology Officer

Chris Jones CMO & DirectorOne of Australia’s leading experts in app marketing and user acquisition. He had held leadership roles with leading brands. His has consulted to hundreds of app marketers and developers driving user acquisition efforts for mobile app clients such as Microsoft and Cheetah Mobile.

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Eric WiseAdvisory Board

Directors & Advisors

Chris AdamsBoard DirectorAs an internationally recognised new media pioneer, media, entertainment and technology executive with twenty+ years of experience in accelerating businesses and innovation. Currently Digital Strategist, Advisor and Board Director to a number of companies.

Senior TV & digital media executive with over 17 years experience of successfully monetizing content businesses & leading commercial teams for both global media companies & start-ups. Deep understanding of the economics of the media industry & the evolving multi-platform, multi-device eco-system.

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(post consolidation)

* Post Consolidation

** 5,412,500 Unquoted Options exercisable at $0.25 each on or before 10 December 2015. 6,833,334 Unquoted Options exercisable at $0.25 each on or before 27 February 2016. 100,000,000 Options to be issued to Armada Capital exercisable at $0.0625 each on or before 30 May 2017

Capital Structure

Shares Number

Shares on issue: Shareholders meeting October 16 and Re-quotation 328,603,117

Consideration Shares to be issued 250,000,000

Minimum number of Shares to be issued pursuant to the Public Offer at 5c 100,000,000

Oversubscriptions to the Public Offer at 5c 100,000,000

Advisory fee issued to Armada Capital

Introductory fee

12,500,000

6,250,000

Total: 797,353,117

Performance Shares Number

Performance Shares to be issued to Key Idea Holdings Ltd in consideration for the Acquisition 147,000,000

Grand TOTAL** 944,353,117

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Use Of Funds

Amount Raised $5,000,000 AUD $7,500,000 AUD $10,000,000 AUD

Infrastructure $945,000 $1,360,000 $2,006,000

Development $1,520,000 $2,085,000 $2,725,000

Product Marketing $2,535,000 $4,055,000 $5,269,000

TOTAL $5,000,000 $7,500,000 $10,000,000

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ISSUE OF PROSPECTUS

2015 Corporate Timetable

16th Oct

16th Oct12th Oct 6th Nov

TRANSACTION APPROVAL

SHAREHOLDERS MEETING Close of Book Build

Close of Prospectus

The below timetable is indicative only and may change without notice!

$

Roadshow

20th Oct

26th Oct

DVP Settlement

20th Nov

ASX Re-Quotation

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Top Ten ShareholdersNUMBER NAME NUMBER OF SHARES RELATIVE %

1. Key Idea Holdings Ltd 250,000,000 35.2%

2. LSAF Holdings Pty Ltd <Owen Family A/c>

28,870,620 4.1%

3. Celtic Capital Pty Ltd <The Celtic Capital A/c>

23,580,688 3.3%

4. JDK Nominees Pty Ltd <Kenny Capital A/c>

21,411,183 3.0%

5. Chifley Portfolios Pty Ltd <ATF The David Hannon Retirement Fund>

19,990,069 2.8%

6. Armada Capital Pty Ltd 12,500,000 1.8%

7. Monti Minerals Pty Ltd 10,777,419 1.5%

8. Cave Glen Pty Ltd<ATF Sandra Wise Super Fund>

10,683,011 1.5%

9. Queensland MM Pty Ltd<QMM Super FUnd>

10,640,751 1.5%

10. LTL Capital Pty Ltd <Capital Account>

10,612,903 1.5%

Total 399,066,644 56.2%THD.ASX

vwap Range 0.03c to 1.9cvOL The last month 60M

The last 6 months 1B

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Unified Social Messaging… WE ARE SOCIAL TOO :)

Ananda Kathiravelu

Armada Capital

+ 61 4 1203 6789

GET IN TOUCH

David Whitaker and Chris Jones

Thredit Ltd

+61 4 0455 9053 and +61 4 6655 5444

More Sociable Social Media

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