thenative sa official 17...and regulations around the world, (ii) our skill set in designing and...
TRANSCRIPT
TheNative SAYour E-Commerce Partner
Disclaimer: this is the corporate presentation of the Swiss-listed The Native SA (NTIV: SWX). The Native SA securities including its equities and convertible bonds are subject to the rules and regulations of Switzerland and have not been registered for sale in any other jurisdictions outside Switzerland. For any further regulatory information refer to www.thenative.ch or the Swiss Stock Exchange web site www.six-swiss-exchange.com
© The Native SA Presentation
WWW.THENATIVE.CH 2
• The Swiss-listed company reorganized in 2017 through roll up of several established businesses in the e-commerce and content marketing space (NTIV: SWX)
• Headquartered in Switzerland, with operations in Germany, USA and Japan and 90 employees worldwide
• Tech-innovation driven company organized into three business units: Blockchain Lab, E-Commerce Services and Asknet Academic
• International and highly experienced management team backed by a diverse group of value-adding investors and partners
• Strong and early lead in global millennial / Gen Z luxury space thanks to a strategic investment in P8H Inc (Paddle8)
The Native SAat a glance
WWW.THENATIVE.CH
© The Native SA Presentation
3
To Investors
Pure play stock allowing for participation in the global
e-commerce growth powered by millennial and Gen Z
demographics
The Native’s Value Proposition
To influencers and brands
Long term solution to all of the influencers' and brands' digital business needs, from creative design and content
marketing campaigns, to handling their online
payment processing, sales tax, VAT and other e-
commerce related tax issues in various jurisdictions
around the world
To online merchants
Administration of global e-commerce sales, payment
processing and customer support in full compliance with increasingly complex
global tax and payment methods environment, and
with add-on services of content marketing and multilingual customer
support
Product vendors
Access to the German language academic market -
we service 80% of the academic institutions
(including their staff and students) in German
language Europe
WWW.THENATIVE.CH
© The Native SA Presentation
4
The Native SA is an innovative content,technology and other e-commerce enabling services provider
(i) our ability to offer the global e-commerce sales and marketing platform compliant with various rules and regulations around the world,
(ii) our skill set in designing and executing on the content marketing strategies appealing to target demographics around the world, and
(iii) our access to a significant pool of engineering and project management resources in the areas of blockchain, machine-learning and other innovative technologies
Our Key Competitive Advantages Are:
The Native Business Units
© The Native SA Presentation
WWW.THENATIVE.CH
eCommerce solutions for clients selling software or digital goods in 190 countries, over 30 currencies and languages
Clients use our cloud platform for the online shopping checkout process: managing shopping carts, address collection, tax/duty,
verification, payment, order confirmation as well as distribution and returns, at 1.4 million transactions per year
6
The Native Media
The Native is a digital content and marketing agency with offices in the US and Poland, specialized in providing integrated
marketing solutions for clients in entertainment, sports, luxury and media industries. The Native combines technology, art direction and content production to create engaging online
experiences which enhance brand image and increase digital audience growth and sales
Recent Campaigns
Genoa cricket and football club partners with the
native for digital growth and internationalization of
genoa cfc brand
The Native E-Commerce Solutions
INTERNATIONAL, MID-SIZED SOFTWARE VENDORS FROM ALL OVER THE WORLD
The Eurovision Fan House is an ever-expanding content, games,
videos, blogs, merch & apps platform, that will connect and integrate the global Eurovision
Song Contest fan base.
Select Clients
Security
MultimediaUtilitiesEducational
Video Tools
OCR
E-Commerce Services
© The Native SA Presentation
WWW.THENATIVE.CH
– exceptional distribution capabilities for software and selected e-commerce offerings in the German language academic market
Asknet Academic
01. RED
GERMANY
02. BLUE
SWITZERLAND
03. PURPLE
AUSTRIA
01 02
03
7
WWW.THENATIVE.CH
© The Native SA Presentation
8
Blockchain (aka the distributed ledger) is a new paradigm that is at the core of a multitude of decentralized crypto-currency platforms and is driving a global revolution in a range of sectors including fintech, insurance, cybersecurity and real estate.
The Native Blockchain Lab is the 100% owned subsidiary of The Native SA that includes engineering and project management teams working on several ongoing engagements in commercial applications of blockchain, machine learning and other innovative technologies.
In October 2017 the Memorandum of Understanding with Astana International Financial Centre has been signed. The parties agreed to cooperate in developmetn of Astana Crypto Valley — an international hub for crypto-assets related projects in trading, logistics, finance and energy.
Recent development
The Native Blockchain Lab
The Native SA Accelerated Growth Case Strategic Partnership with Paddle8
WWW.THENATIVE.CH
© The Native SA Presentation
10
Aside from maintaining highly efficient operations of the existing business, we focus on the three primary areas of growth:
The Native SA Growth Case
Introducing a new business segment “Online Luxury & Collectibles” upon consolidation of our investment in P8H Inc (Paddle8) (current 15% ownership to be increased to control stake in Q2 2018 subject to further approvals and financing)
Commercial deployment of proprietary blockchain and machine learning tech through a series of large size reference projects realized in partnerships with the specific industry partners
Explosive growth of e-Commerce Services business by strong focus on high growth areas of global E-Commerce such as cross-border sales of digital goods and bundling Asknet and Native capabilities
1 2 3
© The Native SA Presentation
The Native SA: Recent Developments
acquired 51% ownership interest in Germany-based 22-years old e-commerce services company Asknet AG
Nov 8, 2017
15% ownership interest in New York based P8H Inc (Paddle8) and a call option to acquire further 36%
Dec 29, 2017
published revised guidance for 2017 full year results confirming move to profitability in its key subsidiary Asknet AG and over performance across all business segments
Jan 19, 2018
strategic alliance with P8H Inc announced with specific focus on (i) deployment of The Native’s blockchain tech for commercial applications in art & luxury space, (ii) the first ever art auction to accept all major cryptocurrencies
Jan 23, 2018
WWW.THENATIVE.CH
© The Native SA Presentation
12
6 YRSOf history
$50MEquity funding
invested
1,350Total completed
auctions
$600MTotal value of all bids
$165MTotal inventory
value sold
500K+Total global audience
$75MRaised for non-profits
$7.6MIn bids from top
bidder
$900KHighest bid
received
P8H Inc, unconsolidated affiliate operating under the Paddle8 brandPaddle8 is a marketplace for collectors, presenting auctions of extraordinary art and objects. Paddle8 streamlined the buying and selling experience, combining the excitement and expertise of an auction house with intuitive technology of the 21st century.
WWW.THENATIVE.CH
© The Native SA Presentation
13
Luxury goods industry
$1.2 trillion growing at 5%
The segment „personal goods” expanded to $262 billion
Faces ”millennialization" of luxury customers
C O M M U N I C AT I O N
Millennials
Largest generation in US (92m)
The first digital natives
Social networks addicted
Adepts of “sharing economy”
E - C O M M E R C E I N N O VAT I O N
Communication
E-commerce
Innovation
The Native SA's Strategic Partnership with P8 aims to secure the early leadership in the fast growing market for high value aspirational goods for millennial consumer demographic
WWW.THENATIVE.CH
© The Native SA Presentation
14
2016 2017E 2016 2017E
Share of global personal luxury goods consumers, by generation
Share of global personal luxury goods sales value, by generation
27%
38%
31%
30%
38%
29%
38%
26%
26%
36%
26%
28%
1% 3% 2% 1%6% 4%4% 6%
Z
Y
X
Baby boomer
Silent
Source: Bain & Company
Millennials already account for 30% of luxury sales, and gen Z is on the rise
Target Market Addressed by The Native SA / P8 Tie-Up
WWW.THENATIVE.CH
© The Native SA Presentation
15
The company’s existing scale,
international footprint,
complete team and tech
competences allow for
implementing highly focused
investment projects aimed at
strengthening the company’s
existing market share and
venturing in the new areas of
growth.
The firm is fully funded to
implement its capex plan of
approximately CHF 6 million in
2018 and to deliver substantial
and sustainable growth for
years to come.
Our CHF 8.5m strategic
investment in Paddle8 coupled
with call option providing for
path of control allows for
securing global leadership
position in disruptive
implementation of blockchain
tech and content marketing in
the millennial online luxury
space.
Growing “nativism” of
e-commerce around the world
erects new tax barriers and
complexity for global digital
businesses, making the value
proposition of Asknet, our
ecommerce services
company, being in high
demand around the world,
including specifically our new
Asknet Tax Plug-in service.
The Native SA Investment Case
WWW.THENATIVE.CH
© The Native SA Presentation
16
The Native SA Leadership Team
Izabela DepczykCMO,Executive Board Member
Serge UmanskyCTO, Member of the Board
Sergey SkaterschikovChairman
WWW.THENATIVE.CH
© The Native SA Presentation
17
The Native SA Advisers
Andreas BenzBoard Member, Constantin Medien AG
Brian McconvilleChairman, Art2Score
Dmitry EvenkoManaging Partner, Whiteridge Advisors
Daniel WildCEO, Mountain Partners
WWW.THENATIVE.CH
© The Native SA Presentation
18
Key Shareholders
ATLAS PASS HOLDINGS LIMITED
Including shareholders in subsidiaries and unconsolidated affiliates
BePro. Business Special Template
WWW.THENATIVE.CH
Headquarters and Blockchain Lab: Lausanne (Switzerland)
Asknet Academic: Karlsruhe (Germany)
E-commerce services: New York, Karlsruhe
Sales Offices: New York, San Francisco, Tokyo
P8H Inc: New York