Minehub Technologies (MHUB) investor relations material

Market opportunity and industry need

• Inefficient supply chains cause $1.8 trillion in global economic losses annually, with only 14% of organizations achieving advanced digital maturity.

• Companies with advanced digital supply chains see 3x higher EBIT growth, while low digitization leads to operational inefficiencies equating to 25-30% of potential revenue.

• The addressable SaaS market for digitizing commodity supply chains is estimated at $7.5 billion, with expansion into adjacent sectors like scrap, steel, traceability, and trade finance.

Platform, solutions, and business model

• MineHub offers a digital supply chain platform for commodity markets, integrating real-time tracking, inventory management, and automated workflows.

• The platform addresses challenges in resiliency, ESG compliance, trade regulations, fraud prevention, and data security, with measurable financial impacts.

• Revenue is generated via SaaS fees based on $/metric ton, with a minimum annual fee and rapid customer onboarding; net retention of key customers is 100%.

• The "land and expand" strategy drives growth by upselling features and expanding within customer accounts, leveraging network effects as each customer brings new partners.

Customer base, partnerships, and expansion

• Over 203 global companies use the platform, managing $14.7B USD of copper and aluminum in 2024, including industry leaders in mining, metals, and finance.

• Strategic partnerships, such as with Abaxx, enhance technical capabilities, bridge pre- and post-trade processes, and enable new market entry and cross-selling.

• The acquisition of Jules AI expands MineHub into the $1 trillion recycled metals sector, integrating AI-driven automation and unlocking new revenue streams.