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Innovating online car classifieds
with the launch of PTX LiveJuly 2016
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Important Notice and Disclaimer
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This presentation has been prepared by LatAm Autos Limited (ACN 169 063 414) (LatAm Autos or the Company). The information contained in this presentation is current at the date of this presentation. The information is a summary overview of the current activities of the Company and does not purport to be all inclusive or to contain all the information that a prospective investor may require in evaluating a possible investment. This presentation is for general information purposes and is not intended to be and does not constitute a prospectus, product disclosure statement, pathfinder document or other disclosure document for the purposes of the Corporations Act 2001 (Cth) (Corporations Act) and has not been, and is not required to be lodged with the Australian Securities & Investments Commission. lt is to be read in conjunction with the Company's disclosures lodged with the Australian Securities Exchange, including the Company's full year results lodged with the Australian Securities Exchange on 29 February 2016.
The material contained in this presentation is not, and should not be considered as, financial product or investment advice. This presentation is not (and nothing in it should be construed as) an offer, invitation, solicitation or recommendation with respect to the subscription for, purchase or sale of any security in any jurisdiction, and neither this document nor anything in it shall form the basis of any contract or commitment. This presentation is not intended to be relied upon as advice to investors or potential investors and does not take into account the investment objectives, financial situation or needs of any particular investor which need to be considered, with or without professional advice, when deciding whether or not an investment is appropriate.
This presentation contains information as to past performance of the Company. Such information is given for illustrative purposes only, and is not — and should not be relied upon as — an indication of future performance of the Company. The historical information in this presentation is, or is based upon, information contained in previous announcements made by the Company to the market.
Forward looking statements
This document contains certain "forward-looking statements". The words "anticipate, "believe", "expect, "project', "forecast", "estimate", "outlook", "upside", "likely”, "intend", "should",” could", "may", "target", "plan" and other similar expressions are intended to identify forward-looking statements. Indications of, and guidance on, future earnings and financial position and performance, including LatAm Autos' FY16 outlook, are also forward-looking statements, as are statements regarding LatAm Autos' plans and strategies and the development of the market.
Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of LatAm Autos, which may cause actual results to differ materially from those expressed or implied in such statements.
LatAm Autos cannot give any assurance or guarantee that the assumptions upon which management based its forward-looking statements will prove to be correct or exhaustive beyond the date of its making, or that LatAm Autos' business and operations will not be affected by other factors not currently foreseeable by management or beyond its control. Such forward-looking statements only speak as at the date of this announcement and LatAm Autos assumes no obligation to update such information. The release, publication or distribution of this presentation in jurisdictions outside Australia may be restricted by law. Any failure to comply with such restrictions may constitute a violation of applicable securities laws.
Non- IFRS Information
This presentation includes certain financial measures that are not recognised under Australian Accounting Standards (AAS) or International Financial Reporting Standards (IFRS). Such non- IFRS financial measures do not have a standardised meaning prescribed by AAS or IFRS and may not be comparable to similarly titled measures presented by other entities, and should not be construed as an alternative to other financial measures determined in accordance with AAS or IFRS. The information is presented to assist in making appropriate comparisons with prior periods and to assess the operating performance of the business. LatAm Autos uses these measures to assess the performance of the business and believes that information is useful to investors. Revenues, EBITDA, and EBIT have not been audited or reviewed. Recipients are cautioned not to place undue reliance on any non-lFRS financial measures included in this presentation.
All references to dollars are to Australian currency unless otherwise stated.
To the maximum extent permitted by law, LatAm Autos makes no representation or warranty (express or implied) as to the accuracy, reliability or completeness of any information contained in this document. To the maximum extent permitted by law, LatAm Autos shall have no liability (including liability to any person by reason of negligence or negligent misrepresentation) for any statements, opinions or information (express or implied), arising out of, contained in or derived from, or for any omissions from this document, except liability under statute that cannot be excluded.
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LatAm Autos (LAA) is committed to providing
leading edge mobile technology solutions to
its users
70% of smart phone users (and growing) in
Latin America use instant messaging apps, the
highest rate in the world
Through PTX Live, LAA now has live chat
functionality among its portfolio of
websites to revolutionize how marketplace
users interact in real time
In Mexico, by 2020 75% of all digital advertising
is forecast to be mobile advertising
Messaging apps have 4.7x the daily sessions
of other regular apps
Six of the top ten most popular mobile Apps are now messaging apps
Source: Schibsted Media Group - “Future Report. Outlook: 2016: People, Technology and Business”, eMarketer, “Chasing in on Chat Apps” – BI Intelligence|
LatAm Autos launches PTX Live
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LatAm Autos is innovating the vertical classifieds industry with revolutionary
technology
PTX Live has five main technological competitive advantages:
Detailed search capabilities – google style open search capabilities including predictive autocomplete and fuzzy search
capabilities
User experience – a more intuitive way for buyers to search for cars and dealers to upload and manager their inventory
Online presence – car buyers can now see when car sellers are actually online, promoting real time communication
Speed of site – utilizing elastic search functionality the speed of both the desktop sites and the apps are considerable faster than the
old PTX versions
Real time communication – via app, mobile or desktop, buyers and sellers can now communicate with each other in real time,
with a user experience similar to that of WhatsApp
LatAm Autos launches PTX Live
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Benefits for LatAm Autos with PTX Live
Accelerate Market Share and Monetization– With PTX Live we expect an even higher engagement and interest from our
users leading to an increase in dealers, market share and monetization
Better User Experience– With an enhanced user experience an increase in car buyers and sellers will use our sites, raising the
overall user engagement
Increased Organic Traffic– Through a better user experience and a seamless way for car buyers and sellers to close transactions,
we expect to increase our platform’s engagement across leads, time on site, and page views per visit
Mobile Focused Strategy– LAA now has a unique mobile product offering in the most prominent messaging app market in the
world
Higher Value Leads– Real time conversations offer sellers the opportunity to close transactions more rapidly when a lead is at its
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The Advantages of PTX Live6
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Engagement Metrics - 2016
Buyers and sellers presence on PTX Real Time
(Weekly)1 Real Time chats per week1
37K 34K 24MVehicles have been negotiated during 2
months through PTX Real TimeUsers have chatted Minutes in chat sessions
April June
Sources: Company Analysis1. Ecuador only
1,311
3,889
5,3065,586 5,715 5,781
5,271
5,785
6,1736,521
6,716 6,767
166511
8551,127
1,3901,652
1,879 1,978 2,1042,293 2,435 2,466
347607
769978 1,089 1,202 1,246 1,282
1,461 1,597 1,556
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
Desktop Android iOS
539
2,075
2,670
2,961
4,613
4,232
3,8534,028
4,2674,471
5,098
4,660
105
467
986 9271,057
1,192 1,292 1,259 1,183 1,214 1,3071,155
387 384 345604 520 557 505 518 556
689 608
-500
500
1,500
2,500
3,500
4,500
5,500
Desktop Android iOS
April June
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Optimized for mobile usage, faster and friendlier
New home page with expandable content
Google-friendly design
New interactive side bar to manage chat, favorites and other functionalities
New header with “megamenus” and SEO Optimized
New listings view, with lateral smart filters and simplified view
PTX Live Functionalities – Design
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Open search “Google-style”
Predictive autocomplete, registers all searches
Fuzzy search and anti-typos search
Filter match: intelligently associates open searches with available filters
Friendly routing for SEO, matching with searches
PTX Live Functionalities – Super Search
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we measured
in secondsBeforewe measure in
millisecondsNow
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PTX Live increased the speed of our platform considerably
PTX Live Functionalities – Speed
Response Time: 4 seconds Response Time: 0.2 seconds
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Dealer’sconversationApp
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Online / offline detection
Buyer´sconversation box
PTX Live Functionalities – LiveF
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Motor Dealer App allows dealers to upload their inventory and mange it effortlessly
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PTX Live Functionalities – ApplicationsF
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With the Motor Chat App dealers can seamlessly chat with prospects in real time
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PTX Live Functionalities – ApplicationsF
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nly
Latin America leading mobile and messaging trendsPhoto: Mexico City
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Sources: eMarketer, Statista, LAA estimations for Panama, Bolivia and Ecuador
Latin America’s messaging app’s penetration is the highest worldwide
70.4%67.2%
61.6%59.2%
56.5%
40.8%
0.0%
20.0%
40.0%
60.0%
80.0%
Latin America Asia-Pacific North America WesternEurope
Central &EasternEurope
Middle East &Africa
With 70.4%, Latin America is the leading region in messaging app’s users
LAA’s markets’ have a huge mobile user base, 8.0x larger than Australia’s
As of 2016, one out of ten dollars in total ad spending will go to mobile ad spending
By 2020, 75% of total digital ad spending will be mobile
Mobile phone
messaging apps user
penetration, by region1
Mobile phone users
In Latin America
Mobile phone ad spending
in Mexico (US$ billion)3
Latin America leading mobile and
messaging trends
2
140146 152 156 160 163
0
20
40
60
80
100
120
140
160
180
2013 2014 2015 2016 2017 2018
Mexico Argentina Peru
Panama Bolivia Ecuador
0.2
0.3
0.5
0.7
0.9
1.1
1.4
23%
33%
42%
51%
59%
68%
75%
0%
10%
20%
30%
40%
50%
60%
70%
80%
0.0
0.2
0.4
0.6
0.8
1.0
1.2
1.4
1.6
2014 2015 2016 2017 2018 2019 2020
Mobile Ad Spending
% of Digital Ad Spending
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24%30%
43% 46%
57%62%
75% 76%
90% 91%
0%
25%
50%
75%
100%
Gettingdirections
Watchingvideos ormovies
Reading Listening tomusic
Playinggames
Gettingnews alerts
SocialNetworking
Searching onthe Internet
TextMessaging
AccessingEmail
Texting Is At The Heart Of The Mobile Experience
Sources: Schibsted Media Group, “Future Report. Outlook: 2016: People, Technology and Business”, Global Web Index, Wearesocial.com, Business Insider - “Cashing in Online Apps” 1. As a % of mobile phone internet users
Global mobile and messaging trendsF
or p
erso
nal u
se o
nly
Young and growing population is using messaging apps
49%
37%
24%
18-29
30-49
50+
Messaging apps Daily session frequency vs. average apps
4.7x
17%
10%8%
7%
5%4% 4% 4%
3% 3%2% 2%
0%
5%
9%
14%
18%
Facebook Socialmessaging
Utilities AppleSafari
Googlebrowser
YouTube Enter-tainment
Produc-tivity
News Other(browser)
Other (app) Twitter
1.1
1.41.6
1.82.0
2.2
0.00
0.55
1.10
1.65
2.20
2.75
2014 2015 2016 2017 2018 2019
15.4% CAGR
Worldwide mobile phone messaging app users
1%3%
6%
11%
17%
29%33%
39%
0%
10%
20%
30%
40%
50%
2009 2010 2011 2012 2013 2014 2015 2016
Global mobile’s share of web traffic
rapidly growing
Social messaging #2 in time spent on
connected IOS and androids
Global mobile and messaging trends
Sources: Schibsted Media Group, “Future Report. Outlook: 2016: People, Technology and Business”, Global Web Index, Wearesocial.com, Business Insider - “Cashing in Online Apps”
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Billions
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Sources: Business Insider “Cashing in Online Apps” Report
0
100
200
300
400
500
600
700
800
900
1000
WhatsApp Messenger WeChat Viber LINE Snapchat Tango Kik KakaoTalk
~3 billion
Social & messaging app’s
companies are experiencing strong growth
Top 4 messaging companies accumulate ~3 billion monthly active users
Top messaging apps users growth1Top messaging app’s monthly active users global,
Q3 20151
0
100
200
300
400
500
600
700
800
900
1,000
4Q
11
1Q
12
2Q
12
3Q
12
4Q
12
1Q
13
2Q
13
3Q
13
4Q
13
1Q
14
2Q
14
3Q
14
4Q
14
1Q
15
2Q
15
3Q
15
Mill
ion
s O
f M
on
thly
Act
ive
Use
rs
FacebookMessenger
Viber
LINE
Snapchat
Tango
Kik
KakaoTalk
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