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Australia | Singapore | Malaysia | Indonesia | Sweden 12 November 2020 Investor Presentation Riding The Digital Wave For personal use only
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Page 1: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Australia | Singapore | Malaysia | Indonesia | Sweden

12 November 2020

Investor Presentat ion

Riding The Digital Wave

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Page 2: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Forward Looking Statement Notice

The information contained in this document (this “Presentation”) has been prepared by Fatfish Group Limited, an Australian corporation (the"Company"). This Presentation is being provided for the sole purpose of providing general high-level information on the Company. This Presentation isnot investment advice and should not be relied upon to make any investment decision.

This Presentation contains forward-looking statements and information, and words such as “will”, “anticipates”, “believes”, “expects”, “estimates”and words of similar meaning are generally intended to identify forward looking statements. These forward-looking statements are given as at thedate of this Presentation, and are subject to risks, uncertainties, assumptions and other factors that could cause actual results and outcomes to differmaterially from those expressed or implied by the forward looking statements. Except as required by law, the Company makes no undertaking toupdate the forward-looking statements to reflect events or circumstances after the date of this Presentation.

While the information contained herein has been prepared in good faith, neither the Company nor any of its shareholders, directors, officers, agents,employees or advisers give, have given or have authority to give, any representation or warranties (express or implied) as to, or in relation to, theaccuracy, reliability or completeness of the Information contained within this Presentation. To the extent permitted by law, liability is expresslydisclaimed.

The distribution of this Presentation in or to persons subject to other jurisdictions may be restricted by law and recipients into whose possession thisPresentation comes should inform themselves about, and observe any such restrictions. Any failure to comply with these restrictions may constitute aviolation of the laws of the relevant jurisdiction.

FORWARD LOOKING STATEMENT NOTICE

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Page 3: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

COVID-19: IMPACT ON OUR OPERATIONCompany Snapshot

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Digital business group that invests in and builds technology businesses primarily in the following sectors:• E-commerce• Video games & esports• Fintech• Interactive Media

• Sweden• Malaysia

Fatfish Group Limited

AustraliaIncorporation Country

Ordinary Shares

Symbol

Stock Exchange

Founded

917.0m

FFG

ASX

2014

2011

Corporate Overview Directors

Core Business Operation Locations

Shareholder Breakdown

• Australia• Singapore• Indonesia

Group CEO / DirectorKin W. Lau

Larry Gan

Donald Low

Jeffrey Tan

Chairman

Non Executive Director

Non Executive Director

Listed

Market Cap (@$0.05) A$45.9m

Board & Management,

16.16%

Top 5 shareholders (excluding Board &

Management), 19.88%Other shareholders,

63.96%

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Page 4: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Aug 2011

Fatfish GroupFounded

Jan 2012

Fatfish is appointed incubator partner of the

Singaporean Government

Jul 2014

Jan 2016

Feb 2016

IPO of Game Portfolio iCandy

Interactive (ASX: ICI)

RTO Acquisition of Abelco Investment

Group AB (publ)(NGM: ABIG)

First IPO exitNVOI Ltd

(ASX: NVO)

Establishment of Fatfish Global Ventures

AB, Sweden

Sep 2017

Company HistoryCompany History

Nov 2019

Fatfish Group IPOon ASX

(ASX: FFG)

Oct 2020

VOPY Neo-Bank Enabler

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Page 5: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

CEO / Exec. DirectorKin W. Lau Jeffrey Tan

Non-Exec. Director Non-Executive Director

o Former Securities Regulator in Hong Kong

o Former CEO of a London-listed plantation group(>GBP 60m NPAT p.a)

o Former advisor to government-owned conglomerate of Malaysia

Donald LowLarry GanNon-Exec. Chairman

o Former Managing Partner, Asia of Accenture

o Former Global Head of Accenture’s venture fund

o Former Chairman of Lotus Cars, UK

o Current/former board members of various banks, conglomerates and technology companies.

o Took his 1st company to IPO at 28 year old

o Led total 7 tech IPOs across multiple jurisdiction

o Serial entrepreneur in software, media and biotech

o Graduated from University of Oxford &Manchester Uni, Research Associate @ Imperial College London

o Advisor to family offices in Asia and Australia

o Former Senior Securities Advisor in Australia

o More than 20 years experience in corporate Australia

Board of Directors

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Page 6: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

STOCKHOLM• Source of innovation

• Leading tech hub of Nordic

• Access to European market

• Source of capital

• Access to SEA market

• Leading global ICO hub

KUALA LUMPUR• Source of talent

• Tech & Finance Back-office

SINGAPORE

Our Venture Hubs

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Page 7: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

STRATEGIC INVESTOR GROWTH HACKING IPO / EXIT ROUTE

Helping to develop business models and growth strategies

Providing management with tools to accelerate growth

Incorporating M&A strategy as a key growth driver

Seeking growth capital or M & Aopportunities

Growth or exit strategy via capital markets through IPO

Working closely with partnered capital market institutions

Identifying promising technology business models and focusing on growing them via strong international capabilities with a highly experienced corporate team.

Seed and Pre Series A investments into start-ups at lowest valuation possible

Enhancing Value From Seed to Exit

Our Investment ApproachOur Investment Approach

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Page 8: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Fintech2 - Consumer Internet

Investment Sector 1Blockchain / Cryptocurrency

Portfolio Companies

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Page 9: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Current Ownership in Public Companies

Game development and publishing company

FFG Stake (via Abelco): 41.8%Market Cap: ~A$100m

Exchange: ASX

Publicly traded fintech company

FFG Stake (via Abelco): 5.3%Market Cap: ~A$109m

Exchange: NGM, Sweden

Cloud, cybersecurity & AI solution provider

FFG Stake (via Abelco): 5.3%Market Cap: ~A$28.0m

Exchange: Bursa Malaysia

Nordic & Asia Tech Venture Builder

FFG Stake: 49.9%Market Cap: ~A$37.6m

Exchange: NGM SME, Sweden

We The IPO Factory

Our team of international entrepreneurs and

executives have extensive experience in IPOs & M&A

transactions across Australia, Asia and Europe.

We have been successful in bringing

companies public and will continue to do so

as part of our business model

We have Ownership in 4 Publicly Traded Tech Companies

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Page 10: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Snapshot of Our Other Portfolio Companies

Global esports tournament & platform in 12 countries

FFG Stake (via iCandy): 23.0%

European licensed Neobank enabler

FFG Stake (via Abelco) : 6.3%

Distributed Ledger Technologies (DLT) provider

FFG Stake (via Abelco): 2.2%

Online insurance marketplace in Malaysia

FFG Stake (via Abelco): 48.7%

On-demand Storage and warehousing provider

FFG Stake (via Abelco) : 3.6% stake

Large-scale blockchain mining

FFG Stake: 49%

Develops technical waste management solutions

FFG Stake (via Abelco) : 26%

Millenia focussed E-commerce platform

FFG Stake (via Abelco): 47.2%

Singapore Central Bank licensed online lending platform

FFG Stake (via Abelco) : 58.8%

Fashion lifestyle e-commerce in Southeast Asia

FFG Stake (via Abelco): 16.4%

Southeast Asia’s Leading Dating Company

FFG Stake (via Abelco): 1.2%

Investor of Esports and gaming ventures

FFG Stake (via Abelco): 100%

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Page 11: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Fatfish Group owns 192.5M shares in iCandy Interactive Limited (ASX:ICI), via its subsidiaries. iCandy is mobile game and esports group listed on the ASX with a market cap of approximately A$80 million.

During the year iCandy released several games with very positive reception:

• Masketeers – over 1,000,000 pre-registrations and recorded A$668,000 in revenues in first 30-days

• Rocky Rampage – nominated for Public Choice Award at the 16th International Mobile Games Award (IMGA) and had 500,000 pre-registrations

• Kingdomtopia – over 300,000 pre-registrations and brought in over A$51,000 in revenue in the first 20 days after launch

Video Gaming & Esports

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Page 12: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

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Japan’s Leading Early-Stage VC Fund

China’s Top-3 Internet Company

Market cap: U$45B.

China’s Leading Games Industry Business Network

Leading mobile games and app developer

IncubateFund is backed by notable tech companies

Board / Management,

41%

Others24.44%

Top 10 shareholders,

15%

iCandy is backed by some large Strategic Shareholders

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Page 13: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Apart from its mobile gaming business, iCandy is also a founder of esports startup Esports Players League (ESPL).

ESPL runs a global grassroot esports tournamentplatform at espl.gg. To date, ESPL has hosted more than100 esports tournaments with >600 participants pertournament.

It is currently launching its first international competition,the ESPL Amateur Championship 2020 in 12 countriesacross 4 regions – Southeast Asia, South Asia, LatinAmerica and Europe:

Esports - ESPL

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1. Malaysia2. Indonesia3. Singapore4. India5. Pakistan6. Bangladesh

7. Mexico8. Colombia9. Equador10. Panama11. Peru12. Turkey

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Page 14: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Fatfish Group has a 6.3% stake in Vopy AB via Abelco.

• Vopy is a Swedish fintech company that provides cloudbased Neobanking technology that aim to empowerconsumers and businesses with a new way to conductfinancial transactions through a convenient, efficient andsecure infrastructure via smartphone.

• Vopy should continue to perform well in the challengingpandemic environment as its Neobank solutions are wellsuited to rapid changes in consumer behavior globally

• On 7 October 2020, VOPY obtained a license from theCentral Bank of Ireland to issue e-money and providepayment services throughout the European Economic Area

• VOPY has commenced onboarding customers

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Fintech – Neobanking

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Page 15: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Fatfish owns a 47% stake in Swedish e-commercecompany iSecrets AB via Abelco, with an option toincrease its stake to 51%.

• iSecrets’ management believes that Covid-19 haschanged consumer’s behavior and has acceleratedthe shift from offline to online purchasing.

• During the year, iSecrets expanded its productoffering by launching a new Print on Demand service,which allows customers to customize and printimages on their smartphone cases.

• With the launch of this product, iSecrets is estimatedto generate significant revenue from this Print-on-demand solution.

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Consumer Internet

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Page 16: For personal use only - ASX · 2020. 11. 13. · Investor Presentation For personal use only Riding The Digital Wave. Forward Looking Statement Notice ... Millenia focussed E-commerce

Thank youInvestor Relations | Fatfish Group Limited

A: Level 4, 91 William Street,Melbourne VIC 3000 AustraliaE: [email protected]

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