Investor Presentation April 2015
Disclaimer This documentation is a presentation of general background information about NYX Gaming Group Limited s ( NYX ) activities current as the date of the presentation, April 16, 2015. It is information in a summary form and does not purport to be complete. It 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. These should be considered, with or without professional advice, when deciding if an investment is appropriate. The information contained in this presentation is derived solely from otherwise publicly available information concerning NYX and does not purport to be all-inclusive or to contain all the information that an investor may desire to have in evaluating whether or not to make an investment in NYX. 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A Digital Gaming Software Supplier 1. Includes a number of independent contractors 2. Owns directly or indirectly on a fully-diluted basis 3
Aligned and Experienced Management Team Matt Davey (Las Vegas) Chief Executive Officer and Director Art Hamilton (Las Vegas) Chief Financial Officer Vladislav Aizenstadt (Las Vegas) Chief Technology Officer Hamish Brown (Sydney) Chief Operating Officer 20+ years of experience in the gaming industry and a former gaming regulator, consultant and industry executive Joined NextGen in 2000 Prior Chief Accounting Officer for Spectrum Group, Director of Treasury/Compliance at Fontainbleau Resorts, and Director of Internal Audit MGM Resorts Former Director of Poker Development at Caesars Interactive and VP of Software Development at Amaya 18 years experience in gaming industry in various operational and commercial roles Joined NextGen in 2008 Scott Smith (Sydney) EVP Product Development Staffan Lindgren (Stockholm) Sales Director and Director Matt Stafford (Las Vegas) General Counsel David Flynn (Stockholm) EVP Business Development 25+ years in gaming industry; involved with NYX Gaming since inception of NextGen Gaming Founder and former CEO of NYX Interactive with 20+ years of experience in technology and finance sectors Prior Assistant General Counsel for Aruze Gaming America, where he secured over 150 gaming licenses in major global gaming jurisdictions Extensive gaming industry experience Former Head of Operations at Microgaming and VP at Ongame 1. Owns directly or indirectly on a fully-diluted basis Management owns over 35% of NYX 1 4
Historical Financial Results 10.1 1.3 2.7 6.1 Ongame Losses Social Gaming Losses 2 Adjusted EBITDA 1. Includes growth through acquisition of NYX Interactive AB (November 2011) and Zen Entertainment Inc. (March 2013) 2. Excludes losses from social gaming business, as the Company has successfully restructured this division in 2015 and is currently break-even 5
Our December 31, 2014 Results Adjusted EBITDA In CAD ($) Year Ended Year Ended December 31, 2014 December 31, 2013 Net income (loss) (7,006,019) (1,925,673) Net tax expense (benefit) 239,368 (543,480) Profit before tax (6,766,651) (2,469,153) Depreciation and amortization 4,904,976 4,905,593 Net financial losses (gains) 1,297,847 1,000,090 Share-based payments 73,266 193,398 Acquisition and other nonrecurring expenses 3,940,536 308,020 Public listing expenses 2,641,829 Gain on Zen Entertainment acquisition (397,094) Loss on Zen Entertainment investment 729,145 Adjusted EBITDA 6,091,803 1 4,269,999 1. Excludes pro forma adjustments related to add-backs from losses related to Ongame and social gaming business 6
NYX Update Since IPO December 30, 2014 Completes Initial Public Offering $45.0 million gross proceeds at $3.50 per share January 22, 2015 Announces launch of Slot Games on Paddy Power, with the dual mobile and desktop launch of Merlin s Millions Superbet January 30, 2015 Announces appointment of Hamish Brown as Group Chief Operating Officer February 3, 2015 Announces signing of White Hat Gaming for NYX Poker product, formerly Ongame Network April 9, 2015 Announces acquisition of Chartwell & Cryptologic from Amaya for $150 million January 12, 2015 Announces creation of Psycho slot game under agreement with Universal Partnerships & Licensing January 30, 2015 Announces exercise of over-allotment for total gross proceeds of $49.5 million February 5, 2015 Announces launch of NYX OGS and signing of NYX Poker with Iveriabet February 18, 2015 SNG Interactive secures Transactional Waiver, allowing NYX s online gaming platform (OPS) to launch in New Jersey April 16, 2015 Conference call to discuss financial results for Q4 and Fiscal 2014 7
Acquisition Terms $150 million (preferred supplier agreement) Key Item Description Purchase Price Conditions l $150 million, all cash l ~300 casino games l Financing (numerous alternatives available) l Delivery of financials no later than 90 days post announcement 8
Cryptologic/Chartwell Overview Games Branded content featuring popular characters/movies Proprietary and 3 rd party mobile games ~300 casino game titles including online slots, tables games, video poker, shared jackpot, fixed odds and remote live dealer games Content library available via seamless single integration of CGS with operator platform Platform Powerful back office solution featuring reporting configuring and bonus capabilities Markets and distributes gaming solution to 45+ licensed operators in regulated jurisdictions Provides the following: Basic player account management Operator reporting and game management 9
Acquisition of Cryptologic/Chartwell Provides NYX with what management believes will be the world s fastest growing online casino customer (PokerStars & Full Tilt) Minimum license commitment of $12 million for first three years Entered into a six year preferred Licensing Agreement to provide content to Amaya as casino business achieves scale Generate substantial synergies of approximately $7.0 - $9.0 million (excluding revenues from Licensing Agreement) Expected to be materially accretive to near-term EPS Enhances NYX s gaming content by adding ~300 titles Increases NYX s operating and public markets profile 10
Worldwide Locations 1 1. Post-Acquisition of Cryptologic/Chartwell 11
Corporate Update Initial public offering completed on December 30, 2014 Continues to execute its business plan through pending acquisition of Chartwell and Cryptologoic from Amaya, ongoing restructuring of the Ongame acquisition & entry into the U.S. via receipt of Transactional Waiver in New Jersey 7 research analysts currently provide research coverage Capital Markets Information $6.00 $5.00 Share Price Performance Volume Share Price +34% since IPO 4.0 3.0 Analyst Coverage Firm Analyst Rating Target Price Canaccord Genuity Kevin Wright Restricted Restricted Cantor Fitzgerald Ralph Garcea Buy $7.00 Share Price (C$) $4.00 2.0 Volume (millions) Cormark Securities David McFadgen Buy $6.10 Dundee Securities Eyal Ofir Buy $6.00 $3.00 1.0 Global Maxfin Manish Grigo Buy $7.50 Mackie Research Nikhil Thadani Buy $6.50 $2.00 Dec-14 Jan-15 Feb-15 Mar-15 0.0 National Bank Financial Piotr Stusio Outperform $7.50 1 2