Investor Presentaiton
Selected Benchmark Market Metrics
Selected Benchmark Market Metrics ($MM)
Benchmark Country Economic Indicators
United Kingdom
Australia
New Jersey
Spain
Italy
Benchmark Median
Pop. (MM)
66.8
25.4
GDP ($BN)
$2,827
1,393
GDP Per
Capita ($000)
% Internet
Market Size (Onshore Only)
Online GGR (1)
Connectivity
Total ($MM)
Per Capita ($)
$42
94.9%
$7,034(2)
$105
55
86.6%
8.9
635
71
99.5%
967
803 (3)
38
90
47.1
1,394
30
86.1%
60.3
2,001
33
($42
74.4%
(86.6%
839
1,993
18
33
$38
Illustrative Market Sizing Extrapolation Detail ($MM)
C
www
DD3
Acquisition Corp. II
KPIs
Discount to Benchmark Median
Extrapolation
Pop. (MM)
GDP ($BN)
GDP Per
Capita ($000)
% Internet
Connectivity
GDP Per
Capita ($000)
% Internet
Implied GGR
Connectivity
Per Capita ($)(5)
Implied
TAM ($MM)
(4)
Selected Core Markets
Mexico
(6)
127.6
$1,258
$10
65.8%
23.3%
76.0%
City of Buenos Aires
3.1
112
36
74.3%
86.0%
85.8%
Panama
4.2
67
16
57.9%
37.2%
66.9%
1989
$7
$625
28
87
40
LatAm Expansion Markets
Brazil
211.0
$1,840
$9
Argentina (ex.-CABA)
41.9
338
Chile
19.0
282
15
Peru
32.5
227
Puerto Rico
3.2
105
33
Uruguay
3.5
${
56
16
085736
67.5%
20.6%
78.0%
74.3%
19.1%
85.8%
82.3%
35.2%
95.1%
52.5%
16.5%
60.7%
65.3%
77.7%
75.4%
68.3%
38.3%
78.9%
663422
$6
$1,293
261
13
242
124
71
12
40
440
Source: H2GC and regulatory disclosures. GDP / population figures from World Bank World Development Indicators database. Internet connectivity data from United Nations International Telecommunication Union database.
Note: EUR converted to USD at 2019 average exchange rate of 1.120. GBP converted to USD at 2019 average exchange rate of 1.277.
Reflects 2019 online GGR due to COVID-19 impact on 2020 figures.
Represents 12 months ending September 2019.
(1)
(2)
(3)
(4)
(5)
(6)
Represents 12 months ending February 2020 (pre-COVID-19).
Note: projections for other core markets (Spain, Italy, Colombia) based on H2GC estimates. Mexico, Panama, and City of Buenos Aires market sizing based on illustrative extrapolation methodology due to limited available projections.
Represents benchmark median GGR Per Capita ($38) multiplied by each country's discount to benchmark median for both GDP Per Capita and % Internet Connectivity.
Market sizing for Mexico reflects additional downwards adjustment based on 2019A gambling expenditures as % of total GDP relative to median of benchmark markets, based on management experience and for illustrative purposes.
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