AVUSA BUSINESSES OVERVIEW

June 2011

HISTORY
Johnnic refocuses on core businesses and disposes of non-core assets Johnnic Increases control over Omni Media Johnnic buys out minorities in TML/MEGA TML and New Holland Publishing are merged to form Johnnic Publishing Johncom announces intent to unbundle its assets to OPCO and list Caxton stake separately Johncom changes its name to Avusa and terminates use of Johnnic trademark Johncom sells MNET/SSPORT and unbundles Naspers Nshares

Avusa acquires the entire stake of UHC Communications

1998

2000

2001

2002

2005

2007

2008

2010

Johnnic becomes Johnnic Holdings Omni becomes Johncom

Johnnic unbundles its interest in MTN, and pursues focus in gaming and hotels

Pyramid structure between Johnnic & Johncom eliminated Johncom continues using Johnnic trademark

The new Avusa and Element One lists on the JSE Avusa focuses on enhancing its position as a significant integrated media & entertainment company Mvelephanda Group buys a stake in Avusa

OUR BUSINESSES

MEDIA

BOOKS

ENTERTAINMENT

RETAIL SOLUTIONS

DIGITAL

WHAT MAKES UP AVUSA

THE BOARD
Executive
Prakash Desai Howard Benatar Group CEO CFO

Non-Executive
Dumisa Ntsebeza Mikki Xayiya

Laura Machaba-Abiodun
Tom Wixley

Mark Willcox
Harish Mehta Babalwa Ngonyama Jacques Schindehutte Tommy Oliphant Colin Carey Brian Hopkins
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SENIOR MANAGEMENT
Media Entertainment Books Retail Solutions BDFM Digital Managing Director Managing Director Managing Director Managing Director Managing Director Managing Director Mike Robertson

Fay Amaral

Brian Wootton

Mzi Malunga

Elan Lohmann

Group Executive Operations

Chief Information Officer

Group Executive HR & Transformation

Group Executive Marketing

Marius Marais

Sakhiwo Ngobese

Mawethu Cawe

Lethiwe Motloung

Supported by diverse talent and skills

Editorial Publishing Innovation Research Retail Solutions Management Rights Management & Licensing Printing Design Project Management Broadcasting & Production Marketing & Sales Digital Logistics Business Development

AVUSA BUSINESSES

OUR MEDIA WORLD

MEDIA
AVUSA MEDIA
Sunday Times / The Times Sowetan Sunday World Magazine Division Avusa Publishing Eastern Cape Nelson Mandela Bay Printers (PE Press) Avusa Community Newspapers Avusa Coastal Distribution Dispatch Media Media Operations

BDFM GROUP 50% Joint Venture

Business Day Financial Mail Summit TV The Home Channel Ignition

Media Circulation Digital Media Ochre Media Learning Channel and Avusa Learning Amorphous New Media and Amorphous Corporate Airport Media BOO! Media

The Brands
Only dedicated national business daily Reaching key decision-makers in commerce, industry, and government Circulation of 36,111 Definitive source of news, analysis and debate for strategically minded

people in the SA business world Provides the most comprehensive coverage of investment, business, financial, political and social trend Circulation of 25,152
Summit TV, DStv 412, is South Africa's leading Business news channel Available in over 406 504 (Past 7 days viewer) homes across South

Africa as well as in the Southern African development countries Builds on BDFM position in the business media market Delivers highly credible, trustworthy information with leading experts.
The Home Channel broadcasts on DSTV, reaching a unique weekly

audience of around 2,020,564 (Past 7 days viewer) who are passionate about lifestyle, design, dcor, DIY and Property.
Channel 265 on DStv, Ignition features a line-up of international and

local motoring related programmes, as well as weekly interviews with South African motoring specialists. Reaching and audience of around 355 158 (Past 7 days)
Source: ABC Oct Dec 2010

ENTERTAINMENT
Film Home Entertainment Cinema Interactive Music Manufacturing Warehousing & Distribution

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ENTERTAINMENT
(R9m)
THEATRES Cinema / Exhibition

R46m
TV Pay TV Free

DVD Home Entertainment

FILM DISTRIBUTION

Ster Kinekor No. 1

Nu Metro No. 1

Nu Metro

Ster Kinekor UIP

Nu Metro No. 2

Next Entertainment In No. 2

Independents CD/DVD Replication

Small Distributors

CDT 100% ELS 100%

Industry CD/DVD Warehouse

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ENTERTAINMENT
Movies/Games
NMHE is South Africas leading distributor of home entertainment product on DVD and Blu Ray with an average market share of 65%.

NMHE is proud to represent Hollywoods leading film studios; currently having the distribution licenses for Warner Bros Home Video, Universal Pictures International Entertainment, Sony Pictures Home Entertainment, Paramount Home Entertainment International (including Dreamworks), Walt Disney Studio Home Entertainment, BBC and numerous independent film studios. NMHE have won numerous sales, marketing and overall results awards, still holding the records on content sales such as Pixar, Mama Mia, Mr Bones, Harry Potter & Planet Earth.

NMC is a leading Cinema company, whose market share averages approximately 31% of the South African Box Office. NMC believes that it brings a non formulaic approach to cinema, with numerous exciting customer propositions. This is evidenced in NMC holding 6 of the top 10 sites in the country (namely V&A and Canal Walk in Cape Town, Pavillion in Durban, Menlyn in Pretoria and Monte Casino in Johannesburg). NMC are positioned as the premium circuit with emphasis on diversity and entertainment, housing home grown brands such as Nu Metro BEAT, Nu Metro Inspires, Woza Wednesdays, Girls Night Out etc NMC also own POPCORN, a creative agency selling on screen, foyer and associated ad opportunities in NM Cinemas.

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ENTERTAINMENT
Movies/Games
NMF is the leading film distribution company in the South African market, holding app. 44% of the film distribution market, 13% more than the next biggest player. The division supplies product to Nu Metro Cinemas, SterKinekor theatres and a variety of Independent cinema operators including distribution into East and West Africa. NMF is proud to represent the two biggest film studios in 2007, namely Warner Brothers and 20th Century Fox, along with numerous other independent studios including Summit Entertainment and Lionsgate Entertainment to name but a few. NMF also represent great content in the local industry, Faith and inspirational films as well as Bollywood.

NMI is a young (born in 2006) and fast growing company distributing interactive games for the following international gaming publishers: Warner Brothers, Sega, Square Enix, Capcom, Codemasters, Bethesda, Kalypso and Koei. NMI have made great strides into the Interactive market in SA and are now becoming an established player with a solid license base and great content. NMI was awarded with a performance recognition award for Final Fantasy XIII by Square-Enix in 2010.

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ENTERTAINMENT
Music

The Gallo Music Group is South Africa's foremost producer and distributor of recorded music and music copyrights. For the past 80 years Gallo has been associated with many of the major international entertainment groups, either as a licensee or as a partner for South Africa. The company has a proud track record in the recording and development of South African music, both locally and internationally. Gallor Record Company - Incorporating many of Africa's biggest music stars under Gallo Music Productions (GMP), leading independent product in RPM Records and exclusive representation of Warner Music International. Licensing and exporting of Gallo's South African music worldwide under Gallo Music International (GMI) including a priceless archive of over 275 000 masters. Gallo Music Publishing - Administers the world's most complete portfolio of African music, including more than 80% of South Africa's all-time best selling songs. Also represents numerous international music publishers including Warner Chappell Music.

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ENTERTAINMENT
Manufacturing/Logistics/Print

Offering the consolidated end-end solutions in logistics,

manufacturing and printing under a single entity. Through the platform assets under it, @Velocity services the entertainment, book trade industries.
Compact Disc Technologies was the 1st and is the largest

manufacturer of CD and DVD discs in Southern Africa. Only manufacturer in Southern Africa to replicate discs for 4 of the major Film Studios Accreditation to ISO 9001:2000 in August 2005 First company in Africa to achieve CDSA (formerly IRMA) Anti-piracy accreditation. Services include : Pre-mastering & Glass mastering Replication and Duplication Offset and Screen printing Packaging and Finishing facility

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ENTERTAINMENT
Manufacturing/Logistics/Print
Biggest music and entertainment distributor in SA Customers include: Sony BMG Universal Iris Gallo Music Nu Metro Home Entertainment

Collage Litho is a Multi-colour print shop offering state of the

art technology, combined with a level of service, dedication and commitment that sets us apart from ordinary printers. The state of the art facility can produce anything from Point of Sale material (In /Out Door) to leaflets, Financial Reports, business cards to posters.

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BOOKS
Retail
Exclusive Books Van Schaik Bookstores Exclusives.co.za

Books & Maps

New Holland Publishing
MapStudio MapIT Random House Struik Struik Christian Media Lovell John Booksite Mega Digital

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BOOKS
Retail

GENERAL BOOKS

OUR RETAIL WORLD

ACADEMIC BOOKS

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BOOKS
Retail
46 Stores
40% market share 600k titles 600k customer base Fanatics More than 50% tertiary 48 Stores 29 branches are based on campus

773k students serviced

Launched in March 2010

An Avusa online store selling music cds, movie dvds, books and games

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BOOKS
Map Publishing

Business Snapshot Imprints Key Categories

Lifestyle

Markets
South Africa

Natural History
Travel Biography Business Contemporary

Africa
United Kingdom Australia New Zealand North America

(See following slide)

Europe
Asia Pacific

BOOKS
Christian Book Publishing

Business Snapshot Books Bibles

Gifts

Audio

Biggest SA Christian publisher represents major US agencies Thomas Nelson, Faith Words and Strang Communications

BOOKS
Mapping

Business Snapshot Operations Navigation Marketscope

Data provided for : Mapit provides mapping and POI data to all the major SATNAV devices in SA (and internationally through TeleAtlas) Marketscope is a GIS market and business analysis tool that uses mapping technology and demographic information used for business planning

Call centres Emergency services and disaster mgt Fleet & logistics mgt Vehicle and asset tracking Web services

BOOKS
Mapping

Business Snapshot Guides & Atlases Wall Maps Travel Guides

Dominate the Street Guide, Atlas and folded map market in SA (80-85% market share) Dominate the wall map market. Sales are through 2 national stores very high margins.

Own the Globetrotter guide and map range.

Custom & digital maps

Customised mapping division has been established. All maps now available as digital files.

Developing new exclusive niche adventure markets with tailored Atlases (Diving, 4x4, Hiking)

BOOKS
Logistics

Business Snapshot

Biggest trade book Distributor in SA Distribution customers :

Random House SA

Penguin Books SA
Pan Macmillan Quartet Sales & Marketing

Struik Publishers
Struik Christian Media Map Studio Van Schaik Bookstores

BOOKS
Printing

Business Snapshot

A specialist digital book printer Large format printer for indoor posters Finishing done in-house Hard and soft cover binding Saddle-stitching, film laminating Digital library Setting the benchmark for digital book porinting services all Booksite customers state of the art technology print-on-demand

RETAIL SOLUTIONS

Retail Solutions
Uniprint Hirt & Carter Paton Tupper

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RETAIL SOLUTIONS
A holistic through-the-line marketing solutions business specialising in:
Retail advertisement monitoring service Photographic, litho, silk screen facilities Design and production of POS material Marketing, advertising and promotions software POS solutions, self-adhesive labels, catalogues, business forms High volume printing of magazines and directories Creative design and execution

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RETAIL SOLUTIONS
Uniprint is a full-service provider in the design, manufacture and distribution of a

wide range of commercial print products and services to corporate customers and institutions that have consumer mass markets or branch networks throughout Africa.

Hirt & Carter use unique state-of-the-art systems and processes to manage the entire print communication process, from origination to final distribution, while adding value at every stage. Uses market innovation, technology and trend monitoring and is active at every link in the production chain.

Paton Tupper has a 40 year successful track record, and is respected as one of

the most creative and largest below-the-line agencies in South Africa. They are passionate about excellent service delivery, exceptional creativity and working partnerships; using a combination of strategy and creativity and empathy. They are made up of a team of talented designers, finished art experts, and client service people work together to consistently deliver brilliant solutions that answer the clients brief.

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DIGITAL
The Brands

SA's leading electronic provider of data, news and applications to the professional investment community and corporate market

CareerJunction is the leading Online Recruitment solution in South Africa, providing online service to Recruiters and career seekers and has been at the forefront of technological developments in the Online Recruitment space in South Africa since 1997.

TiimesLive is the digital home of Sunday Times and The Ties attracting over 1 million unique visitors . It is one of the most innovative, fastest growing web and mobile sites in the country.

www.exclus1ves.co.za, launched in March 2010, is an online shop that offers a comprehensive catalogue of all locally distributed movie DVDs, music CDs and DVDs, a selection of games and eBooks and an excellent range of local and imported books. MapIT is the leading supplier of quality digital maps of Sub-Saharan Africa. Clients use our spatial data for vehicle tracking, fleet management, emergency services, web mapping, business planning, market analysis, geo-marketing, call centre solutions and mobile applications.

Amorphous Corporate assist blue-chip companies to manage their digital corporate communications - whether in the investor space, internal communications or digital marketing arena - our experienced team is able to offer our clients communication solutions that deliver.

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Thank you