{
  "docId": "019de516-bf38-763d-9056-d82d41ac1424",
  "docSlug": "e412a68337003a56cdf9ed24cdddd620",
  "documentTitle": "Allwyn | Investor Conference Presentation Deck | 39 slides",
  "authorId": "allwyn",
  "authorName": "Allwyn",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 15,
  "pageCount": 39,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "competitive_analysis",
  "function": "compare_peers",
  "density": "overcrowded",
  "nDataPoints": 6,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de516-bf38-763d-9056-d82d41ac1424/15",
  "deckHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424",
  "deckJsonHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424.json",
  "deckAnchorHref": "/decks/019de516-bf38-763d-9056-d82d41ac1424#slide-15",
  "components": [
    {
      "bbox": {
        "h": 0.2,
        "w": 0.38,
        "x": 0.59,
        "y": 0.69
      },
      "kind": "chart",
      "text": "Allwyn focus 6.8% National Lottery 25.7% Slot machines 30.5% Sports betting 31.5% Casino table games 52.0% Spread-betting",
      "attrs": {
        "chart_type": "bar",
        "data_labels": [
          "6.8%",
          "25.7%",
          "30.5%",
          "31.5%",
          "52.0%"
        ],
        "x_axis_labels": [
          "National Lottery",
          "Slot machines",
          "Sports betting",
          "Casino table games",
          "Spread-betting"
        ]
      },
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4d9265c9-6747-4704-974e-fffa3bb9f32c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.18,
        "x": 0.38,
        "y": 0.74
      },
      "kind": "list",
      "text": "Rare near-win events",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "193d7106-829b-4ede-8f72-00ca402c9585",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.15,
        "x": 0.15,
        "y": 0.83
      },
      "kind": "list",
      "text": "Infrequent payback",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3280cd10-01ad-4ddf-af1e-f1a93c7657fe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.18,
        "x": 0.38,
        "y": 0.65
      },
      "kind": "list",
      "text": "Small average ticket size",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4fbc2630-6441-4a25-b65e-7058a2233c9a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.35,
        "x": 0.15,
        "y": 0.26
      },
      "kind": "list",
      "text": "Most acceptable, socially responsible\nMajor contributor to good causes\nHigh penetration across population groups with lower stakes",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6fa0dc2b-33e0-4266-ba68-a939ac2064b1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.039,
        "w": 0.35,
        "x": 0.605,
        "y": 0.43
      },
      "kind": "list",
      "text": "Varying regulatory regimes, some underdeveloped\nNumerous operators",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9a145183-bc09-4576-949e-b2b32ee27c26",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.079,
        "w": 0.35,
        "x": 0.15,
        "y": 0.43
      },
      "kind": "list",
      "text": "Well established regulatory and fiscal framework\nLong-term regulator relationships\nFew established operators\nLong term licenses",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a46da9d6-be7f-4835-80ea-9942278fb14c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.15,
        "x": 0.15,
        "y": 0.74
      },
      "kind": "list",
      "text": "Low winning odds",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad921966-adcf-4f1d-b716-0c99fa02f9d3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.18,
        "x": 0.38,
        "y": 0.82
      },
      "kind": "list",
      "text": "High gross win margin (c. 30-50%)",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b3a2b2c9-3cd6-4fa1-8490-a784750d24f3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.22,
        "x": 0.15,
        "y": 0.65
      },
      "kind": "list",
      "text": "Low frequency playing, 2-3 draws / week",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e0473c89-98b5-4fe6-9109-d2fd81c71cca",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.35,
        "x": 0.605,
        "y": 0.26
      },
      "kind": "list",
      "text": "Greater regulatory and public scrutiny\nNegative perception around problem gambling\nNiche participation with larger stakes",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ef170944-9ffe-43ee-bbe2-81fe0356a75c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.45,
        "x": 0.069,
        "y": 0.579
      },
      "kind": "paragraph",
      "text": "Game characteristics contribute to positive responsible gaming profile...",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "537e6a44-8a23-4712-94be-ff40a1a2e0e1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.39,
        "x": 0.579,
        "y": 0.579
      },
      "kind": "paragraph",
      "text": "...as evidenced by low participation among at-risk gamblers¹",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c8003442-c1cb-471a-8549-21d4a1d354d5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.73,
        "x": 0.069,
        "y": 0.139
      },
      "kind": "paragraph",
      "text": "Lottery benefits from a positive public perception and stable regulatory and fiscal framework",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ef4ed161-8a3e-4a96-8ade-b69e3a161c5b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.58,
        "x": 0.08,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "% of at-risk gamblers among all respondents who participated in different gambling activities (Public Health England, Gambling-related harms evidence review, 2021)",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "46e6fd81-6894-4182-907a-a9e9f45c98d9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.86,
        "x": 0.069,
        "y": 0.059
      },
      "kind": "title",
      "text": "... and benefits from a more favourable regulatory regime and ESG profile versus other gaming segments",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6e701ccb-2f82-4ddd-ad83-8f83b1504dda",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "List presentation",
      "slug": "list-presentation",
      "agent": null,
      "layer": "slide",
      "matchId": "b9b8846b-f481-4f5f-840d-0d79fc7830e8",
      "evidence": "The slide uses bullet points to list characteristics of lottery and other gaming segments.",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [],
  "loops": [
    {
      "to": 15,
      "from": 15,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "c7fbaaab-7975-4837-b700-18abeb473895",
      "evidence": "The presentation mentions the resilience of the lottery market and its favourable regulatory regime.",
      "position": 0,
      "objective": "What are the consequences of not investing in the lottery market?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    },
    {
      "to": 39,
      "from": 3,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "42b883f7-e281-43ec-a33f-6764f8f22f1e",
      "evidence": "The presentation follows the Golden Circle framework, starting with why (the company's purpose), then what (its growth strategy), and finally how (its financial profile and ESG approach).",
      "position": 1,
      "objective": "Why is Allwyn a good investment opportunity?",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.7,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}