Investor Presentaiton

GoSee EBITDA continues to improve despite inbound tourism and supply chain challenges. FY23 - GoSee. GoSee 1H23 2H23 FY23 CY19 Change FY22 Bookings ('000s) 136 142 278 508 ↓ 45% 208 Average Booking Value $776 $824 $800 $608 ↑ 32% $522 TTV $105m $117m $222m $309m 28% $108m Revenue $9.5m $10.0m $19.5m $30.8m ⇓37% $10.5m Expenses $8.9m $9.0m $17.9m $18.2m +1% $13.6m EBITDA $0.6m $1.0m $1.6m $12.7m +87% ($3.0m) Revenue/TTV Margin 9.0% 8.5% 8.8% 10.0% EBITDA / TTV Margin 0.6% 0.9% 0.7% 4.1% ⇓121bps 338bps 9.7% nm EBITDA Margin 6.3% 10.0% 8.2% 41.1% ⇓ 3,287bps nm • Bookings, TTV and Revenue all up significantly over FY22 but remain below pre-pandemic levels. FY23 Booking volumes at 55% of pre-pandemic levels, reflecting lack of inbound tourism into largest markets of Australia and New Zealand, as well as lack of supply (particularly Motorhomes) into major markets. FY23 Expenses reflect investment in staff to help transform the business; key focus on enhancing capabilities across the business. EBITDA continues to improve: FY23 saw a $4.6 million improvement over FY22. Profitability is highly linked to return of inbound tourism, and international capacity remains constrained. Focus on strategic priorities to ensure well placed to deliver growth as soon as inbound tourism returns and supply levels are restored. 15

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