CL8 Holdings Limited · ASX:CL8
CL8 — Carly Holdings — Emerging Small Caps Summit 2021
20 slides from CL8's conference presentation, Nov 10, 2021
Slide 1: ASX Announcement: Investor Presentation
ASX ANNOUNCEMENT 10 NOVEMBER 2021 INVESTOR PRESENTATION Carly Holdings Limited (ASX:CL8) (Carly or the Company) is pleased to release a copy of the presentation be given by Chris Noone at the Emerging Small Caps Summit 2021 on Thursday, 11 November 2021. Shareholders and interested parties can regis
Slide 2: Emerging Small Caps Summit 2021
Emerging Small Caps Summit 2021 11 November 2021
Slide 3: Disclaimer
Disclaimer The material herein is a presentation of non-specific background information about the current activities of Carly Holdings Limited (Carly Holdings or the Company). It is information given in summary form and does not purport to be complete. All persons should seek appropriate professional
Slide 4: Carly Holdings Overview
Carly Holdings Overview The Company Carly Holdings (ASX:CL8) is innovating in the rapidly evolving automotive and mobility markets in Australia. Major shareholders include leaders in the automotive industry SG Fleet, Turners Automotive and RACV Industry Experience 10+ years’ experience operating Dri
Slide 5: What is a Carly Car Subscription?
What is a Carly Car Subscription? A fast, flexible and low-risk way for individuals and businesses to access quality new or used vehicles online for 30 days+ The key benefits of Carly Subscription are: ● one simple monthly subscription fee includes registration, insurance, maintenance and roadside ass
Slide 6: Subscription fills a large gap in the mobility market
Subscription fills a large gap in the mobility market 5.8 months Average subscription period (Sep 2021) Cost Car Share 1 hr – 1 day Car Rental 1 – 14 days Car Subscription 30 days – 1 year Outright Purchase & Long-term Finance 1+ year Time 5
Slide 7: Industry leading partnerships
Industry leading partnerships Rentals for rideshare drivers and Supply of new Mitsubishi, Supply of new and the first accident replacement Renault, KIA, Subaru, ex-lease vehicles rental solution for Uber Nissan vehicles Carly launched the first Integrated subscription DriveMyCar is preferred car manuf
Slide 8: Corporate Structure
Corporate Structure As at 29 October 2021 Board, management and related parties Other Shares on issue 108.9 m shareholders Options on issue 23.7 m 28.1% 24.9% Market capitalisation $6.3 m Carly has no debt Top Shareholders Willoughby Capital Pty Ltd 22.5% SG Fleet Management Pty Limited 17.8% 24.6%
Slide 9: The way people access cars is changing rapidly
The way people access cars is changing rapidly 38% 59% 10% 10% Shift from Car Rise in use of Electric Vehicle Uptake of Multiple Ownership to Access Subscription Services Opportunity Mobility Solutions Ownership is increasingly From mobile phones to The adoption of electric Individuals and businesse
Slide 10: Carly website
Carly website Geary
Slide 11: Carly connects subscribers with suppliers of vehicles
Carly connects subscribers with suppliers of vehicles Supply Marketing Demand Automotive manufacturers Online discovery Families Automotive dealers Insurance Contractors ID verification Fleet management companies Relocators Sales Corporate fleets Experience Seekers Fleet mgt Strategic partners Payment
Slide 12: Car Subscription Market Potential
Car Subscription Market Potential Global vehicle subscription market to hit US$ 80 Billion by 2030. A compound annual growth rate of +14% (2021 – 2030). Vehicle Subscription Market - Global Industry Analysis, Size, Share, Growth, Trends, Regional Outlook and Forecast 2021 – 2030. Vision Research Rep
Slide 13: Latest Results
Latest Results Sep Qtr 21 vs Jun Qtr 21 Carly’s key markets of Sydney and Melbourne were in lockdown for 100% and 76% of the quarter, respectively. Despite these severe movement restrictions, strong growth was achieved 12% increase in Subscription Transaction Value 17% increase in Carly Revenue 5.8
Slide 14: Car subscription grows despite COVID-19
Car subscription grows despite COVID-19 COVID-19 lockdowns in key markets Consistent growth of Carly Car Subscription Despite significant lockdowns in key markets that severely restrict mobility, car subscription revenue has continued to increase Strong growth following lockdown 5.8 months 24 months
Slide 15: Realising Opportunities
Realising Opportunities Vehicle supply restrictions also present significant demand opportunities for Carly. The lack of suitable new vehicles and the increased cost of used vehicles means customers that previously wished to buy or finance vehicles are seeking other options, such as subscription. Ca
Slide 16: ESG & benefits of Car Subscription
ESG & benefits of Car Subscription Subscription is positively positioned relative to Environmental, Social & Corporate Governance (ESG) concerns Subscription increases utilisation of existing vehicles • Subscription enables more efficient use of under-utilised vehicles • Increasing existing vehicle
Slide 17: Australians' attitudes towards Car Subscription
of Australians would consider Australians’ 38% subscribing to a car rather than purchasing or leasing attitudes towards 47% of people with children would consider subscribing to, rather than purchasing Car Subscription their next car Interest in Car Subscription has increased since COVID-19... 69% 5
Slide 18: ATO Product Ruling
ATO Product Ruling Carly has secured a product ruling from the Australian Taxation Office that provides a clear framework for Carly subscribers using cars for business or work purposes to claim tax deductions. The ATO Product Ruling is exclusive to Carly and does not apply to any other car subscriptio
Slide 19: Why invest in Carly Holdings?
Why invest in Carly Holdings? Consumers & businesses are ready Car Subscription is gaining traction Access to vehicles is increasingly preferred to Carly has grown steadily since launch in March ownership. Carly provides flexible and cost- 2019 and has secured partnerships with leading effective ways
Slide 20: Contact and investor newsletter
W: www.carly.co/investors E: [email protected] Sign up to our investor newsletter http://carly.co/investors/newsletter