Blue Ant Media (BAMI) Investor update summary

Management experience and company background

• Leadership team has deep industry experience, with prior success in building and selling major media companies.

• Company has grown organically since 2016, funding expansion through internal cash flow and selective asset sales.

• Recently went public and completed two acquisitions in the first nine months as a public entity.

Business model and operations

• Operates as a producer, distributor, and streamer, with a focus on owning and controlling content IP.

• Generates revenue from subscriptions, advertising, and licensing, with a global customer base.

• Owns and operates pay TV and free streaming channels internationally, and runs a smart TV ad sales business.

Financial position and growth strategy

• Maintains a strong balance sheet with significant cash and minimal debt, enabling further M&A.

• Return on capital employed for fiscal 2025 was 18%.

• Identified CAD 7 million in cost synergies from recent acquisitions, with most savings already realized.