analytics (icon)

Investment Case

Video interview

Screenshot 2022-08-25 115922

Why invest in CentralNic?

CentralNic provides tools to entrepreneurs, enterprises and Governments in virtually every country in the world to build, secure and monetise their own part of the internet.

CentralNic’s Markets

  • Market: Online Presence services such as domain names and email, and Online Marketing services such as customer acquisition and traffic monetization.
  • Massive Total Addressable Market: $60 bn for Online Presence and $600bn for Online Marketing.
  • Quality earnings: Subscription recurring revenues in Online Presence and revenue share on rolling utility-style contracts in Online Marketing.
  • Growth Market: Online Marketing market growth at 20+% even during economic downturns.

CentralNic Competitive Position

  • Organic growth superstar: 62% organic growth in 12 months to June 30, 2022
  • Highly profitable: $38.6M of adjusted EBITDA in H1 2022
  • Strong cash conversion – 110% in H1 2022
  • De-levered: Net debt < 1X consensus EBITDA
  • Proven business model – revenue multiplied 200-fold since 2013 IPO
  • Scalable Technology – provide sustainable competitive advantage
  • Global consolidator – global business with successful acquisition strategy in highly fragmented market
  • Experienced and entrepreneurial management team – Roll-up veteran CEO Ben Crawford led business from pre-IPO
  • Privacy-safe – proprietary AI and big data solutions a superior alternative to cookies