Yojee : YOJ - Chairman's Address and AGM Presentation

For personal use only

30 November 2021

Yojee AGM 2021 Chairman's Address

Yojee Limited (Yojee or the Company) (ASX: YOJ), is a cloud-based software as a service (SaaS) logistics platform that facilitates the flow of freight movements into a single ecosystem, making the complex process of managing land transport simple and reducing carbon emissions for a greener planet.

The Company is pleased to provide the Chairman's Address to be presented at today's AGM FY2021.

David Morton - Non-Executive Chairman

I wrote last year that FY2020 had been extraordinary, well FY2021 was at least as different!

Most importantly however, I have found our number one asset, our team, to be highly motivated and working more closely than ever on building Yojee in the face of so many restrictions.

Our mission is an important one, as it includes both transforming the logistics sector to the digital arena, and our commitment to improving the environment through better decision making and efficiencies in areas such as CO2 emissions.

Throughout this Covid affected period, the Board sees the Company in a position that is strong but with great unrealized growth and global applicability that we remain laser focused on transforming this huge sector at speed. The team is putting the right pieces in place to realise this sustainable long term growth at ever increasing speeds and increments.

Last year I set out clear strategic goals for the Company and I am pleased to say we met them all, with the addition of a fourth enterprise client, the rollout of Yojee labs/IoT (both announced post financial year end) and transactional volumes, albeit these did not grow as fast as expected with some of our more important markets in Asia affected by COVID related lockdowns on the distribution of non-essential goods.

In FY2022, we have again set ourselves additional goals:

1. Accelerating logistics hub rollouts to position us strongly in line with our 3 year embedded growth hubs rollout pathway
2. Taking IOT from proof of concept to a revenue generating line of business
3. Rolling out our newly developed logistics provider pricing ratings module ('YoRate').

In FY2021 we substantially grew our revenue, by 63%. In FY2022 we expect to improve on that rate of growth under current conditions.

We continue to apply strong cost discipline although we are competing vigorously in a hot market to hire additional talent as the quality of our people is paramount.

We also continue to see that the data we collect is going to become increasingly important to businesses trying to comply with emission reduction targets. This is an area of significant focus for us in FY2022.

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My thanks to my fellow board members, to Managing Director Ed Clarke, the executive team and the employees for their fantastic work ethic and to our customers for their support.

	-ENDS-
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About Yojee Limited (ASX: YOJ). Yojee is a cloud-based software as a service (SaaS) logistics platform that facilitates the flow of freight movements into a single ecosystem, making the complex process of managing land transport simple and accessible to all players whilst reducing carbon emissions for a greener planet. Rarely is a single carrier servicing an entire goods journey from sender to end customer, or exclusively using one type of transportation method. Yojee provides connectivity and more efficient planning along the entire journey.

Yojee's customers are predominantly third-party logistics providers (3PL) and logistics subcontractors (2PL) who benefit from:

1. Managing, Tracking and Auditing goods movements. All job and location data is made easily accessible and can be shared with up and down-stream providers end to end. Customers experience improved delivery windows.
2. Route and schedule optimisation. Tracking data allows 2PL and 3PL operators to generate cost savings through Yojee's powerful optimisation capability across vehicle selection, utilisation and routing.

Yojee's solution is flexible and integrates seamlessly through API's into existing logistics provider systems to access and share key data across part or all of the goods journey. The more segments that use Yojee, the more powerful it becomes. Yojee's business is focused on Asia and is expanding rapidly. Yojee's platform has evolved through recent technological developments in cloud-based computing and information processing capability. Future steps now under development will see Yojee further advance logistics its connectivity and route optimisation through distributed ledger blockchain technology. This will see smart information access and activation, providing logistics companies and agencies information such as location, size and weight data, and customs requirements that are timely, contextually accessible and highly secure.

Yojee services the logistics market at both the SME and enterprise levels with a focus on APAC and to date has signed multi- year enterprise-level agreements with four global top 10 freight forwarders operating in the region. Yojee has strong corporate citizenship working with industry to reduce carbon emissions, by removing paper and logistics congestion through digitisation and vastly improving efficiency, speaking to our social license to operate.

FORWARD LOOKING STATEMENT AND DISCLAIMER

Please note that images used in the Company's ASX announcements are to illustrate concepts only and are not intended to represent commercial Yojee images. Certain statements contained in this ASX release, including information as to the future financial or operating performance of the Company and its projects, are forward looking statements. Such forward looking statements:

1. are necessarily based upon a number of estimates and assumptions that, while considered reasonable by the Company, are inherently subject to significant technical, business, economic, competitive, political and social uncertainties and contingencies;
2. involve known and unknown risks and uncertainties that could cause actual events or results to differ materially from estimated or anticipated events or results reflected in such forward looking statements; and
3. may include, among other things, statements regarding estimates and assumptions in respect of prices, costs, results and capital expenditure, and are or may be based on assumptions and estimates related to future technical, economic, market, political, social and other conditions. The Company disclaims any intent or obligation to publicly update any forward looking statements, whether as a result of new information, future events or results or otherwise. The words "believe", "expect", "contracted", "anticipate", "indicate", "contemplate", "target", "plan", "intends", "continue", "budget", "estimate", "may", "will", "schedule", "planned" and similar expressions identify forward looking statements. All forward looking statements contained in this ASX release are qualified by the foregoing cautionary statements. Recipients are cautioned that forward looking statements are not guarantees of future performance and accordingly recipients are cautioned not to put undue reliance on forward looking statements due to the inherent uncertainty therein.

Suite 9, 330 Churchill Avenue, Subiaco WA 6008 Ι PO Box 866, Subiaco WA 6904 P + 61 8 6489 1600 Ι F + 61 8

6489 1601 Ι ABN 52 143 416 53

nal use only

SaaS LOGISTICS

AGM Presentation

ASX: YOJ

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Accountability

Control

www.yojee.com

Disclaimer

This presentation has been prepared by Yojee Limited ("Company"). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any information provided in connection with it, as financial advice, financial product advice or advice relating to legal, taxation or investment matters.

No representation or warranty (whether express or implied) is made by the Company or any of its officers, advisers, agents or employees as to the accuracy, completeness or

reasonableness of the information, statements, opinions or matters (express or implied) arising out of, contained in or derived from this presentation or provided in

connection with it, or any omission from this presentation, nor as to the attainability of any estimates, forecasts or projections set out in this presentation.

Images are used to illustrate concepts only and are not intended to represent commercial Yojee images.

This presentation is provided expressly on the basis that you will carry out your own independent inquiries into the matters contained in the presentation and make your own onlyindependent decisions about the affairs, financial position or prospects of the Company. The Company reserves the right to update, amend or supplement the information at

any time in its absolute discretion (without incurring any obligation to do so).

Neither the Company, nor its related bodies corporate, officers, their advisers, agents and employees accept any responsibility or liability to you or to any other person or entity arising out of this presentation including pursuant to the general law (whether for negligence, under statute or otherwise), or under the Australian Securities and

I vestments Commission Act 2001, Corporations Act 2001, Competition and Consumer Act 2010 or any corresponding provision of any Australian state or territory legislation (or the law of any similar legislation in any other jurisdiction), or similar provision under any applicable law. Any such responsibility or liability is, to the maximum extent permitted by law, expressly disclaimed and excluded.

Nothing in this material should be construed as either an offer to sell or a solicitation of an offer to buy or sell securities. It does not include all available information and

should not be used in isolation as a basis to invest in the Company.

use	Future matters
This presentation contains reference to certain intentions, expectations, future plans, strategy and prospects of the Company.
US disclosure

Those intentions, expectations, future plans, strategy and prospects may or may not be achieved. They are based on certain assumptions, which may not be met or on which views may differ and may be affected by known and unknown risks. The performance and operations of the Company may be influenced by a number of factors, many of which are outside the control of the Company. No representation or warranty, express or implied, is made by the Company, or any of its directors, officers, employees, advisers or agents that any intentions, expectations or plans will be achieved either totally or partially or that any particular rate of return will be achieved.

Given the risks and uncertainties that may cause the Company's actual future results, performance or achievements to be materially different from those expected, planned or intended, recipients should not place undue reliance on these intentions, expectations, future plans, strategy and prospects. The Company does not warrant or represent that the actual results, performance or achievements will be as expected, planned or intended.

This document does not constitute any part of any offer to sell, or the solicitation of an offer to buy, any securities in the United States or to, or for the account or benefit of any "US person" as defined in Regulation S under the US Securities Act of 1993 ("Securities Act"). The Company's shares have not been, and will not be, registered under the

nalSecurities Act or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States or to any US person without being so registered or pursuant to an exemption from registration including an exemption for qualified institutional buyers.

SEE THE WORLD FLOW
	EUROPE 1
				JAPAN
63
only	Employee Net Promoter		TAIWAN
		PHILIPPINES
170% Score Increase (YoY)
		HONG KONG
		CHINA
	3 Regions (Aus, Asia, Europe)		VIETNAM
			THAILAND	CAMBODIA
use				MALAYSIA
			SINGAPORE
				INDONESIA
	INDIA
nal
AGM Presentation : Nov 2021

3

Yojee Platform active

Undergoing implementation

Commercially Agreed, yet to commence deployment.

		Singapore
AUSTRALIA
		Malaysia
		Thailand
		Philippines
		Indonesia
		Vietnam		126
		New Zealand
		Japan	HUBS

Hong Kong

Australia

China

Cambodia

Europe 1

BENEFITS OF SINGLE

PLATFORM

• Standardised Global Operations
• Aggregated And Comparable Data
• End To End Visibility Including Cross-Border