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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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
Mr Greg Wood
Managing Director
K S Capital Pty Ltd
+61 416 076 377
Media inquiries
Mr James Moses
Mandate Corporate
+61 420 991 574
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