Market Update Extraordinary General Meeting to Approve Proposed Delisting and Buy-Back Facility - Direct Broking
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Extraordinary General Meeting to Approve
Proposed Delisting and Buy-Back Facility
Market Update
Friday, 29 January 2021,
15 OCTOBER 2020 10:00 am (Sydney time)
ASX Code: PIN
© PINCHme.com Inc. 20202020 HIGHLIGHTS*
• 401 sampling programs signed for 2020 (compared to 389 sampling
programs signed for 2019)
• 42 new manufacturers (clients) were onboarded in 2020 (which has not
been achieved since 2014), including well-known billion-dollar brands such
as: General Mills, Haribo, Hormel Foods, Church & Dwight and Shiseido
• Distinguished repeat clients in 2020 include: Procter & Gamble, Nestle,
Clorox, 3M, L'Oréal, Kraft Heinz, Colgate-Palmolive, Barilla, Unilever and
PepsiCo to name a few
• Repeat business represents 80% of all deals signed in 2020
• Strong year of new sampling proposals submitted – $A26 million
(substantial increase compared to $A15.6 million in 2019)
• Contracts signed in 2020 now totaled $A7.3 million
• Member numbers finished the year at 6.9 million, up 21% over the course
of 2020
*US$ / A$ - $0.773
PINCHme.com 3CLIENT CHRONOLOGICAL TIMELINE
Hyper Bicycles 42
Auromere 41
Prima
Purely Elizabeth 40
Impossible Foods 39
Neutraceuticals
38
Ocusoft
200 Modern Fertility 37
Lesser Evil 36
Jurlique 35
Reviver Canopy Growth 34
Zep Inc RoC Skincare 33
Kellogg's Shani Darden 32
South Beach Diet Prestige Brands 31
Fleet Laboratories University Medical 30
Wellspring Pharmaceutical Intune CBD 29
150
Big Heart Pet Brands Caliper CBD 28
CUMULATIVE NUMBER OF MANUFACTURERING CLIENTS
27
Pfizer Skylar
26
Shaklee Corporation Glo Science
26
Boiron Beiersdorf SC Johnson Biosteel
25
NUMBER OF MANUFACTURERS PER YEAR
Coty Natu Beauty Combe Better & Better
24
Revlon Pez Candy Sugru Organic Valley
23
Barbara's Starbucks McNabb Rascal & Friends 22
John B. Sanfilippo & Son Reckit Benckiser Moberg Pharma Kewpie Hero Cosmetics 21
Welch's
Post Foods Corr-Jensen Reily Foods Campbells Lancer Skincare RealSleep 20
Strength.com
100 L'Oreal General Mills 19
Kraft Heinz 3M Clorox J&J Snack Foods Pierre Fabre
Manitoba Harvest Buen Sabor Skinfix Panasonic Beech-Nut Haribo 18
TummyZen
Vosges Chocolate Paris Presents Hydralyte Kurio 17
Bayer Bug Protector Eva NYC Twice Toothpaste
Ansell Lifestyle Bioclarity 16
Perfecta Products DenTek Oral Care Hyland's KAO Ricola Lornamead
Colgate-Palmolive Church & Dwight 15
7th Heaven Naturals Nestle LivRelief ConAir Paromi Tea LoveBug
14
Beanfields Cranford Johnson Robinson Woods White Cloud Nutrition Weight Watchers Neurogum Bluebird Botanicals
High Ridge Brands GM Pharmaceuticals
13
Charlee Bear Hallmark Boots US McCormick Lenny & Larry's BabyKub
Similasan Acuplus 12
Unilever Beyond Meat Mead Johnson Carbona Alpha V Healthcare Hint
RXBAR Peace Out Skincare 11
Hollywood Fashion Secrets Newell Rubbermaid Central Garden & Pet Medora Snacks Cobram PYM Health
J.M Smucker Moroccanoil 10
Calbee Sustain Amplify Snacks National Product Exploitation Sensio Brands Hormel
50 Lifes2good HRA Pharmaceuticals 9
Johnson & Johnson Chattem GSK Blistex Riviana Foods Healist Naturals
Bissell Organic India 8
Sundial Brands Goddess Garden PepsiCo Gladerma Medline Nature Nate's 7
Blue Diamond Growers Pacha Soap
The Village Company Bullet Acne Aid Cargill ConAgra Life's Grape Shiseido 6
Arvazalia Bag Balm
Kimberly Clark Mars / Wrigley Purell / Gojo Barilla Hello Fresh Hartz 5
LVMH Dr. Dennis Gross
Neat Feat Curly Hair Solutions Nuxe Monster Products 8Greens Dr. Zenovia 4
thinkThin Rael
Ferndale Healthcare Edgewell OceanSpray 3
NBTY Molnlycke Healthcare Sheffield Pharmaceuticals Sauce Beauty The Inkey List
Procter & Gamble Harmless Harvest 2
Method Products Tomy International Slimfast Spanx Bausch & Lomb Type A
1
0 0
2013 2014 2015 2016 2017 2018 2019 2020
PINCHme.com 42021 OUTLOOK
• COVID-19 will have a long-lasting impact on the way that businesses operate
• PINCHme will benefit from its emphasis on direct-to-consumer, with a proprietary, ever-growing database of 7 million consumers
• A strong foundation has been established in 2020 with both existing manufacturing clients and the 42 new manufacturing clients
onboarded (A$4.2 million* of sampling revenue already guaranteed for 2021)
Can PINCHme
Impact of COVID-19 How Can PINCHme Benefit ?
Benefit ?
Acceleration of E-commerce Yes Sampling to drive online sales. Increased need for Ratings & Reviews
Cancellation of festivals + large events Yes PINCHme is able to reach consumers in-home for targeted sampling
Cancellation of instore demos Yes PINCHme is able to reach consumers in-home for targeted sampling
Cancellation of street-based sampling Yes PINCHme is able to reach consumers in-home for targeted sampling
Cancellation of focus groups Yes PINCHme able to reach consumers in-home for targeted research studies
Importance of direct-to-consumer Yes Proprietary audience of 6.5 million members
People spending more time at home Yes Less dining out, more home cooking, more spend on CPG
*US$ / A$ - $0.773
PINCHme.com 5RESOLUTIONS
2021 OUTLOOK
Resolution 1 – Approval of Delisting of the Company from
ASX
"That, for the purposes of ASX Listing Rule 17.11 and for all other purposes, subject
to resolution in Item 2 being passed, the Company be removed from the official
list of ASX on 1 March 2021 (or such later date as is agreed with ASX) and that the
Directors of the Company be authorised to do all things reasonably necessary to
give effect to the Delisting of the Company from ASX".
The proxy votes received for the resolution were:
For: 125,487,855
Against: 17,150
Based on the proxy’s received, the resolution is passed.
PINCHme.com 72021 OUTLOOK
Resolution 2 – Approval of off-market buy-back
"That, for the purposes of the Delaware General Corporation Law (the DGCL)
including Section 144 thereof, subject to the resolution in Item 1 being passed, the
shareholders of the Company authorise and approve an off-market buy-back of
up to a total of A$500,000 worth of the Company's CHESS Depositary
Interests at a buy-back price of A$0.05 per CDI."
The proxy votes received for the resolution were:
For: 125,491,855
Against: 13,150
Based on the proxy’s received, the resolution is passed.
PINCHme.com 8THANK YOU
IMPORTANT NOTICES AND DISCLAIMER
This presentation (including any information which has been or may be supplied in writing or orally in connection herewith or in connection with any further inquiries, together, the “Presentation”) has been prepared and is being
distributed by PINCHme.com Inc. (formerly PINCHme Group, Inc.) (“PINCHme” or the “Company”), exclusively for the benefit and internal use of the recipient (the “Recipient”) to whom it is addressed. The Recipient is not permitted to
reproduce, disclose, distribute or publish in whole or in part the information provided in this Presentation (the “Informatio n”) or to communicate the Information to any third party without PINCHme's prior written consent. No party
may rely on this Presentation without PINCHme's prior written consent.
CONFIDENTIALITY
All Information contained in this Presentation (including in this Important notices and disclaimer) is confidential. By receiving the Information you are deemed to agree that you will hold the Information in strict confidence, and keep it
secret, and not reproduce, disclose or distribute the Information to any third party or publish the Information for any purpo se.
REPRESENTATION
In accessing this Presentation and the Information you represent, warrant and agree for the benefit of PINCHme and each of the Limited Parties that:
(i) if you are in Australia, you are an Australian financial services licensee or a representative or a representative of an Australian financial services licencee;
(ii) you are not in the United States and are not acting for the benefit or account of persons that are “U.S. persons” (as de fined in Rule 902(k)(2)(i) of Regulation S under the US Securities Act of 1933);
(iii) if you are outside Australia and the United States, you are a person to whom an invitation or offer to subscribe for securities and any issue of such securities may be made without registration, lodgment or approval of a formal
disclosure document or other filing or formality in accordance with the laws of that foreign jurisdiction; and
(iv) wherever you are located, you are a person who is permitted under applicable law and regulation to receive and view information of the kind contained in the Presentation.
If you are not such a person, you are not entitled to attend this Presentation, and must promptly return all materials received from PINCHme (including this Presentation) without retaining any copies.
NO LIABILITY
This Presentation is (i) for discussion purposes only; and (ii) speaks only as of the date it is given, and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or
changes occurring after the date of this Presentation. No other party has made a statement in or authorised, permitted or cau sed the issue or dispatch of this Presentation. The Information does not purport to be complete, does not
necessarily contain all information which a prospective investor would consider material, nor form the basis of any investmen t decision.
The analyses contained in the Presentation are not, and do not purport to be, appraisals of the assets, stock, or business of PINCHme.
PINCHme has prepared the Information based on information available to it at the time of preparation, from sources believed to be reliable and subject to the qualifications in this Presentation. The Information contained in this
Presentation has not been verified. Except as required by law, no representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the Information, opinions and conclusions, or as to
the reasonableness of any assumption contained in the Information. To the maximum extent permitted by law, none of PINCHme, Bell Potter Securities Limited, Sternship Advisers Pty Limited, nor any of their respective affiliates,
officers, directors, employees, shareholders, agents, advisers and associates (“Representatives”) accepts any liability (including, without limitation, in respect of direct, indirect or consequential loss or damage or any loss or damage
arising from fault or negligence) arising as a result of the reliance by you or any other person on anything contained in or omitted from this Presentation, and by accepting this Presentation, you expressly release PINCHme and its
Representatives (together, the “Limited Parties”) from any such liability.
NOT AN OFFER OR INVESTMENT ADVICE
This Presentation does not, and does not attempt to, contain all material or relevant information about the Company or the bu siness of the Company and/or its related bodies corporate. The presentation does not constitute or form
part of any offer, recommendation, solicitation or invitation to subscribe or purchase any securities and does not constitute investment advice or financial product advice, nor shall it or any part of it form the basis of or be relied upon
in connection with any contract or commitment whatsoever. In particular, this Presentation does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United States. This Presentation does not contain
all the information which would be required under Australian law (or any other law, including United States law) to be disclosed in a prospectus or other offering document. The presentation must not be relied on to make an
investment decision. This Presentation does not constitute investment, legal, taxation or other advice and the Information does not take into account your investment objectives, financial situation nor particular needs and should not
be considered as a recommendation by PINCHme or any of the Limited Parties. You are responsible for forming your own opinions and conclusions on such matters and should m ake your own independent assessment of the
Information and seek independent professional advice in relation to the Information and any action taken on the basis of the Information.
The offer of CHESS Depositary Interests (“CDIs”) referred to in this Presentation (“Offer”) will be made by PINCHme. A prospectus (“Prospectus”) will be made available when the Offer is made and anyone who wants to acquire the CDIs
will need to complete the application form that will be in, or will accompany, the Prospectus. The Prospectus will be available from Bell Potter Securities Limited.
PINCHme.com 10IMPORTANT NOTICES AND DISCLAIMER (CONT.)
PAST PERFORMANCE
Past performance information given in this Presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance.
FINANCIAL INFORMATION
The financial information contain in this Presentation is unaudited unless otherwise stated. Recipients are cautioned therefore to not place any reliance on the financial information.
FORWARD LOOKING STATEMENTS
This Presentation contains certain 'forward looking statements'. Forward looking statements can generally be identified by the use of forward looking words such as, 'expect', 'anticipate', 'likely', 'intend', 'should', 'could', 'may',
'predict', 'plan', 'propose', 'will', 'believe', 'forecast', 'estimate', 'target' 'outlook', 'guidance' and other similar expressions. The forecasted forward-looking statements included in this Presentation involve subjective judgment and
analysis and are subject to significant uncertainties, risks and contingencies, many of which are outside the control of, and are unknown to PINCHme, and its Representatives. Actual performance may vary materially from the
forward-looking statements and the assumptions on which those statements are based. Given these uncertainties, you are cautioned to not place undue reliance on such forecasts or forward-looking statements. Nothing in this
Presentation is a promise or representation as to the future. No representation is made that any of these statements or projections will be realised or that any forecast result will be achieved, nor as to their accuracy, completeness
or correctness. No Limited Party nor any independent third party provides any representation or warranty as to the accuracy, completeness, likelihood of achievement or reasonableness of any forecasts, projections or forward-
looking statements contained in the Presentation and no Limited Party undertakes any obligation to provide any additional or updated information whether as a result of new information, future events or results or otherwise.
Indications of, and guidance or outlook on, future earnings or financial position or performance are also forward looking statements.
None of PINCHme’s Representatives has authorised, permitted or caused the issue, lodgement, submission, dispatch or provision of this Presentation, make or purport to make any statement in this Presentation and there is no
statement in this Presentation which is based on any statement by any of them.
NO FIDUCIARY
The Recipient acknowledges that it does not intend that any Limited Party act or be responsible as a fiduciary to the Recipient, its officers, employees, consultants, agents, security holders, creditors or any other person, and each of
the Recipient and the Limited Parties expressly disclaims any such fiduciary relationship. The Recipient agrees that it is responsible for making its own independent judgments with respect to the Presentation and the Information, or
any other matters arising in connection with this Presentation. The distribution of this Presentation in jurisdictions outside Australia may be restricted by law. Persons who come into possession of this Presentation who are not in
Australia should seek independent professional advice and observe any such applicable restrictions. Neither this Presentation nor any copy of it may be transmitted or released in the United States or distributed, directly or
indirectly, to any person in the United States. By accepting this Presentation, the Recipient agrees to comply with these limitations.
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