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Black Pearl Group Limited – FY23 Annual Report

Annual Report30 June 2023BPGInformation Technology

Clear
Path to

Profitability

Black Pearl Group Limited - Annual Report

Financial Year End 31 March 2023

Contents:
04

Contents:

14

06

20

About Blackpearl

Delivering on our strategy – a clear path to profitability

FY23 highlights

Pearl Engine

08

22

40

Message from the Chair and CEO

The Applications

Additional Statutory Information

10

26

50

Message from the Executive Team & Board

End-year FY23 consolidated results commentary

Consolidated Financial Statements

12

28

Strategic overview

Corporate Governance Statement

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Blackpearl Group - FY23 Annual Report

About Us
About Blackpearl

Outlook

Blackpearl Group is a data technology company

focused on unlocking the potential of data for small

and medium-sized businesses (SMBs). We build, acquire,

and market cutting-edge, cloud-based services that

empower businesses to make data-driven decisions, drive

productivity, and generate demand. We provide data

transparency for businesses of all sizes, helping facilitate

better decision-making and directly unlocking new

revenue opportunities.

The 2023 financial year was underpinned by purposeful

investments in acquisition and technology, and a public

listing, all paving the way for the Company’s accelerated

path to profitability.

“For technology companies, ‘profit is the new growth’. Over

FY23, there was a seismic shift in how technology companies

were valued - with a premium being placed on profitability.

BPG worked hard over FY23 to not only get ahead of this

trend but to ideally position itself to capitalize on it.

Given the stability of the Company’s servicing costs, the

availability of affordable and flexible resources, and the

rapid growth of BPG’s data services the Board expresses

strong confidence in BPG’s favourable positioning to achieve

substantial results in FY24 and beyond.”

Karen Cargill - Chief Financial Officer, Blackpearl Group.


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Blackpearl Group - FY23 Annual Report

FY23 highlights
As a data-focused company, Blackpearl Group recognizes the need to stay at

the forefront of technology trends to continue delivering innovative solutions for

its customers. With the added financial resources that come with being a public

company, Blackpearl Group can rapidly acquire new technologies, grow its data

partnership network, and position itself as a leader in the data technology industry.

From listing

to lift off

Listed on

NZX

Became a public company to accelerate

growth, acquisitions, and data partnerships.

Aquired

NOS

Purchased NewOldStamp.com (NOS) adding over

1m+ site visits a year for cross/up-sell opportunities.

Launched

Pearl Diver

Released a new data product to the market,

achieving 10x higher MRR per customer.

New data points

250+

Intergrated new data partnership into the Pearl Engine,

increasing BPG's total addressable market.

Increased subscription revenue

97%

Increased gross profit

264%

Increase in equity

285%

Increase in customer base

496%

Note: Comparative figures relate to the FY22 period.

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Blackpearl Group - FY23 Annual Report

Many considered our goal at the start of FY23 to be overly ambitious. Our four pillars of
success were to:

• Grow organic revenue.

• Complete a strategic acquisition.

• Substantially grow our data asset.

• List on the NZX.

Throughout the year, we not only successfully delivered on all four pillars but also bought to

the market a powerful new data service which has created a clear path to profitability.


In a world experiencing electric growth driven by AI and machine learning, the gap

between the data 'haves' and 'have-nots' is ever-increasing. Small-to-medium-sized

businesses often lack the money and resourcing to unlock the value of data. For these

companies, the concept of data can also be intimidating, but it needn't be. Data is

information, and technology is the vehicle for displaying this information in practical or

actionable ways. When combined to good effect, data technology can drive tangible

business outcomes.


Blackpearl Group's superpower is finding rare and hard-to-access data sets and building

easy-to-use, affordable technology services to deliver them. Our latest service Pearl Diver is

a prime example of this.


Businesses are often held to ransom by the major pay-to-play advertising platforms

because these platforms control the data supply. Pearl Diver gives businesses

transparency over their own data. They can quite literally see who is visiting their website

and how to contact them (name, phone number, email address, business information, etc).

This valuable information is used to grow revenue by increasing marketing effectiveness

(and decreasing the cost).


For Blackpearl Group, services like Pearl Diver create strong, predictable recurring revenue

streams. Our baseline sales trajectory adds hundreds of thousands of dollars in new

annual recurring revenue each month. This is revenue that stacks. We are now on the home

stretch to the magic milestone of a technology company - profitability.


We stand at an exhilarating juncture as a leading player in the Data Technology industry.

The growth prospects in this field are simply staggering. Our commitment to innovation,

unwavering focus on customer satisfaction, and exceptional team of talented individuals

place us at the forefront of this transformative era. The future shines brightly for Blackpearl

Group, and we are determined to leverage every opportunity that comes our way. With

your continued support as valued shareholders, we can unlock new frontiers and achieve

unparalleled success in the Data Technology industry.


Together, let us embark on this exciting journey. Let's grow better, together.

Message from the Chair and CEO

Tim Crown

Chair

Letter from the Chair

Tim Crown

Dear Shareholders,

I am pleased to present Blackpearl Group's (BPG) annual report for

the year ended 31 March 2023 (FY23). As we navigate the ever-evolving

landscape of the global business ecosystem, one thing remains clear:

data has become paramount in driving success at a worldwide scale. It

is the fuel that powers informed decision-making and innovation.

Since my first visit to New Zealand in 2016, I have gained a profound

appreciation for the "Number 8 Wire" mentality and Kiwi ingenuity. This

ability to work nimbly and quickly, coupled with an astute understanding

of the small and medium-sized business (SMB) market, forms the perfect

foundation for success in the US market.

The United States is home to the World's most extensive technology

market, worth an estimated 1.6 trillion dollars; this presents immense

growth opportunities. Notably, the SMBs segment alone accounts for

$370 billion.

As we embark on the new fiscal year, I am eager to witness the

significant results we can achieve. With our data-driven approach,

deep understanding of the SMB market, and nimbleness, we are well-

positioned to seize untapped opportunities and drive growth in an area

often overlooked in favour of large enterprise contracts. Together, let us

propel Blackpearl Group to new heights of success in FY24 and beyond.

Sincerely,

Nick Lissette

Chief Executive Officer

Message from the Chief Executive Officer

Nick Lissette

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Blackpearl Group - FY23 Annual Report

Message from the Executive Team & Board
The people

behind

Blackpearl

Group

Dealing with such a diverse and voluminous dataset

is no simple task and exemplifies the challenges and

opportunities of ‘big data’ and AI. Despite the challenges

associated with handling such a significant volume of

data, our capabilities within the Pearl Engine allowed us to

rapidly build, test, and iterate. Pearl Diver was developed

and launched within a single quarter.

However, to fully unleash the potential of this data, we

recognise the need for continuous development of our

infrastructure and platform. This will enable us to delve

even deeper into the wealth of valuable data at our

disposal, thereby facilitating increased utilisation of AI in

our products. Our investments in this domain are centred

around applying AI to address real and pressing challenges

faced by our customers. We remain steadfast in our

commitment to developing solutions that deliver tangible

value rather than indulging in trivial or self-serving ventures.

As the CTO of BPG, I am proud of the strides we have

made so far, and I am confident that our continued efforts

in leveraging our platform, data, and AI capabilities will

position us at the forefront of innovation in our industry.

As the Chief Technology Officer of BPG, I am pleased to

share that we are successfully executing our technology

strategy, which was outlined when we first listed on the NZX.

Our strategy centres around harnessing the potential of our

platform to generate data, applied artificial intelligence (AI),

and innovative products that drive growth for our company.

In line with this strategy, we have made significant progress

in integrating powerful data into our proprietary

platform to create new products. This development

underpinned the creation of the Pearl Diver product,

opening an entirely new market for BPG.

Utilising an identity graph comprising over 550 million

records and several hundred data points, the data

currently presented through Pearl Diver represents only a

fraction of what we have at our disposal. There is ample

room for further enhancements delivering further value.

Sam Daish

Chief Technology Officer

Strategic investments made in scalable infrastructure

in prior years have been pivotal in driving our gross

profitability of 264%, allowing us to scale at a near

marginal cost and additionally increasing our future Gross

Profitability metrics.

In FY23, after accounting for one-off costs, 31% of

our operating costs are variable in nature. We have

deliberately focused on having a flexible cost structure as

this allows us to make agile decisions and swiftly reduce

costs if required to ensure a clear path to profitability.

BPG's strong position and commitment to cost analysis

and flexible costs have set the stage for our accelerated

path to profitability. Our deliberate pricing strategy,

scalable infrastructure, and agile cost structure are key

drivers of our success and enable us to maximize revenue

growth while maintaining financial efficiency. As we

embark on the next financial year, we remain confident

in our ability to achieve our goals and deliver exceptional

value to our shareholders.

Cherryl Pressley

Independent Non-Executive Director

Karen Cargill

Mark Osborne

Chief Financial Officer

Throughout my 30 years of experience in the technology

industry, I have had the privilege of building and leading

global teams, establishing channel partnerships, and

exceeding financial goals. My experience spans prominent

technology giants like Microsoft and Google Cloud, where I

played pivotal roles in driving revenue growth and fostering

strategic partnerships. With this background, I can attest to

the incredible prospects that lie ahead for BPG.

Having witnessed firsthand the transformative power of

strong partnerships, I am eager to leverage my expertise

in developing world-class integrated sales and marketing

teams to unlock new opportunities for Blackpearl Group.

Combining our exceptional products and my proven track

record in driving revenue growth and building successful

partner ecosystems will undoubtedly pave the way for

remarkable achievements. I am confident that together,

we will propel Blackpearl Group to unparalleled heights of

success and unlock its true potential in the market.

Independent Non-Executive Director

As the Chair of the Audit and Risk Committee at

Blackpearl Group, I am proud to highlight the strong

foundations that have been built over the last decade.

These foundations have positioned us for accelerated

growth as we continue to evolve in FY24.

Throughout the years, BPG has consistently focused on

establishing robust internal controls, risk management

frameworks, and financial reporting practices. These

practices have fostered a culture of transparency,

accountability, and sound governance, which are

essential elements for sustained success. By prioritizing

these foundations, we have created a solid framework

that enables us to adapt to changing market dynamics

and seize new growth opportunities.

As we enter FY24, we are confident that the strong

foundations we have laid will serve as the bedrock for

our continued evolution and growth. These foundations

provide us with a clear path forward, ensuring that

we can navigate challenges, capitalize on emerging

trends, and deliver value to our stakeholders. With our

commitment to excellence, innovation, and strategic

execution, we are poised to achieve remarkable results in

the coming year.

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Blackpearl Group - FY23 Annual Report

Strategic overview
Our Vision

Better

growth,

together

Our Mission

Data transparency: is the practice of a

business taking ownership of their data,

making data accessible & actionable

We find rare or hard to

access data streams which,

when activated by the right

application, solve pressing and

pertinent business challenges.

How We Execute

Our growth strategy is built on four pillars that will drive our success. We will accelerate

revenue growth by expanding Pearl Diver's feature set and data points. Our distribution

network will be strengthened through the expansion of our reseller network and

tailored offerings for digital agencies and white-label partners. We will unlock the

'data multiplier effect' by leveraging our existing data partnerships, expanding our

total addressable market. Lastly, we will ensure cost flexibility through strategic pricing,

resourcing, and increased gross profit margin. With these pillars in place, we are

confident in our ability to achieve substantial growth and drive exceptional results.

• Continue our explosive growth

• Expand value add feature sets

• Add additional revenue creating data points

• Increase data points exponentially

• Increase channels beyond email and website

• Increase our total addressable market size from

$1.02b to an estimated $4.22b

• Expand reseller network

• Create specific offerings for digital

agencies and white label partners

• Leverage existing global partnerships

• Increase product pricing/revenue in line

with additional features

• Increase flexibility of resourcing costs

• Leverage offshore development

and other efficiencies

Revenue Growth:

The Data Multiplier Effect:

Partner Reseller Network

Flexible Cost Structure:

A clear path to profitability

In today’s digital age, data has become the energy source for growth and a critical asset for

strategic decision-making, providing businesses with a competitive edge and directly fuelling their

revenue growth. It provides valuable insights and a deep understanding of customers, market

trends, and operational processes. By harnessing data effectively, businesses can make informed

decisions, identify growth opportunities, and develop targeted strategies. Optimising their marketing

efforts, personalise customer experiences, and improve customer satisfaction, ultimately leading to

increased sales and revenue. Data is the force multiplier.

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Blackpearl Group - FY23 Annual Report

Delivering on our strategy – a clear path to profitability
The successful development and launch of Pearl Diver

during FY23 is instrumental in delivering exponential

revenue growth for FY24. Pearl Diver provides data

transparency and empowers businesses to unlock the full

potential of their data. By capitalising on the increasing

demand from small to medium-sized businesses (SMBs) for

data-driven solutions that draw a direct line to revenue

growth, we aim to achieve significant results and solidify

our position in the market.

Blackpearl Group’s Listing Document outlined the

company's strategic initiatives that are now driving its

path to profitability. A key component of this strategy

involved the continual augmentation of data streams

within the Pearl Engine, enabling the development of novel

applications. These applications serve as catalysts for

acquiring new customers while also providing avenues for

cross-selling to the existing customer base.

By adopting this approach, BPG was able to swiftly deploy

Pearl Diver to the market.

Key contributors to the success of Pearl Diver include:

• The ability to sell directly to the existing customer

base (3,800) across all Services.

• The ability to upsell directly to inbound traffic on

the NOS (1m+ annually) and BPM (140k+ annually)

websites.

• Higher Annual Recurring Revenue (ARR) per customer

than existing products (minimum of approx. 10x

greater than the NOS service).

• Access to new markets and distribution through

partner networks.

The compounding nature of the higher-value Pearl Diver

application has a positive impact on BPG’s

growth trajectory.

Throughout March, Pearl Diver was released to the US

market in a staged approach, during which BPG secured

over 50 orders from both existing and new customers.

In May, new sales generated $339,536 in net new ARR. While

this growth has been very encouraging coming from a

small direct sales team in place, we expect these numbers

to exponentially grow once we have the partner reselling

network in place. Pearl Diver has become a force multiplier

in our revenue growth – supporting our drive to profitability.

Revenue Growth

"The compounding nature

of the higher-value Pearl Diver

application has a positive impact

on BPG’s growth trajectory"

MRR

ARR

Pearl Diver revenue per customer

Monthly Recurring Revenue (MRR) per customer is calculated using the monthly

revenue generated per customer. Annual Recurring Revenue (ARR) per customer

is calculated based on 12x the MRR of each price tier.

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Blackpearl Group - FY23 Annual Report

Data is the connection to the reality of business. It clears
away unsubstantiated opinion and guess work, and gives

rock solid foundations for innovation and growth. The right

data ignites the spark of transformation. BPG has seen this

in both our success and in supporting the growth of our

customers. The right data is a force multiplier.

Our data-driven products serve as the foundation for

exponential growth, unlocking opportunities and expanding

our total addressable market. We grew our data points

from 6 to 49 by developing our demand generation email

application, propelling our success. With the introduction

of Pearl Diver, we have further expanded our capabilities

by integrating an additional 60 key demographic

and firmographic data points from website traffic. By

strategically focusing on valuable data that is scarce

and challenging to access for small and medium-sized

businesses (SMBs), we have not only gained rapid traction

but also tapped into a market four times larger than email

alone. This broader scope has significantly increased our

revenue potential and solidified our position as a leader in

data-driven solutions.

We are only scratching the surface of the data available

for fuelling growth. Through a proprietary identity graph

we have access to over 250 additional data points and

signals that can be used to multiply growth. Additional

data points and channels increase the use cases for

Pearl Diver such as providing domain-specific features

and automations for industry verticals. The volume and

variety of data is the gateway to applying AI to solve

specific problems for our customers to identify their best

opportunities and reduce costs for interacting with those

less likely create growth.

The Data Multiplier Effect

“Businesses are crying out

for data that has a direct

line to growth and profit”

“61% of B2B

transactions start

online, while the

total market size will

increase to US$20.29

trillion by 2027.”

Delivering on our strategy – a clear path to profitability

In today's competitive business landscape, finding the

right distribution partners can be a game-changer for

companies aiming to achieve scalable growth without

proportionately expanding their internal teams. Partnering

with the right individuals or organizations allows businesses

to leverage their existing connections and market presence

to build a strong brand reputation, ultimately leading to a

boost in sales and accelerated growth.

One of BPG’s primary reasons for choosing a partner

distribution channel is the ability to expand revenues

quickly and effectively, bypassing the need to supply

directly to customers. By aligning with several established

sales teams, BPG can tap into new markets and reach

a broader customer base at a fraction of the cost. The

partners become an extension of the company, actively

selling its products or services. This approach allows us to

achieve significant growth without the need to substantially

increase internal workforce.

There are various types of distribution partners that BPG will

collaborate with:

• Digital Marketing Agencies play a crucial role in

promoting products or services online and are

currently looking to reinvent themselves as they adapt

to stay in touch with their clients' needs. Leveraging

their expertise in the digital realm with a data-rich

product like Pearl Diver drives conversions and

customer engagement, and in turn revenue for their

clients.

• Large resellers, directly sell products to end-user

customers and also to partners in B2C and B2B Cloud

Marketplaces.

• Distribution partners sell through partners to reach

end-user customers.

These diverse partner types offer distinct advantages

depending on the target market and business objectives.

In the case of BPG, the decision to seek out distribution

partners is well-founded. The company benefits from a

seasoned channel executive with 17 years of experience

across Head of Scaled Partnerships at Google Cloud and

Director of Worldwide Distribution Channels at Microsoft,

Cherryl Pressley. Furthermore, over 40 partners have

actively approached BPG to resell the product, drawn

to its undeniable value proposition, particularly digital

marketing companies. By targeting the intersection of

marketing and technology, BPG addresses a market

segment currently experiencing significant challenges

due to the economic climate.

Partner Reseller Networks:

How to exponentially accelerate growth

Source: financesonline.com/b2b-statistics

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Blackpearl Group - FY23 Annual Report

Delivering on our strategy – a clear path to profitability
Building a flexible cost structure has positioned us ideally

for accelerated growth and given BPG the ability to

respond dynamically to market conditions.

Investment in Infrastructure for Scalability

Over the past 12 months we have made substantial

investments in our infrastructure, laying the groundwork

for scalable operations at little to no additional cost.

This investment has proven fruitful, as evidenced by our

remarkable gross profit margin increase of 264% for FY23.

The scalability of our infrastructure enables us to meet

growing demand efficiently, supporting our revenue growth

while maintaining optimal cost structures.

Flexible Cost Structure for Agile Decision-Making

At BPG, we understand the importance of agility in today’s

dynamic business environment. To ensure an accelerated

path to profitability, we have deliberately designed a

flexible cost structure. While we maintain a small amount

of fixed costs, we have established over $2 million in flexible

costs, primarily allocated to marketing and offshore

resources. This flexibility empowers us to swiftly respond

to market changes, scale our operations up or down

as required, and align our cost base with our strategic

objectives.

Deliberate Pricing Strategy for Pearl Diver

Pearl Diver has been strategically priced at a deliberately

low point in the market. This approach allows us to

penetrate the market quickly, gaining widespread adoption

and market share. We are positioned to exponentially

increase the price as we introduce new and enhanced

features, ensuring we capture the full value of the product.

This pricing strategy not only drives revenue growth but

also enables us to establish a strong foundation for long-

term profitability.

Flexible Cost Structure

One-Off Costs

Infrastructure and Development Costs

Flexible Costs

13%

22%

31%

Fixed Costs

34%

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Blackpearl Group - FY23 Annual Report

Pearl Engine
The Pearl Engine, our proprietary data and services

platform, not only powers products within the Blackpearl

Group but also delivers tangible benefits in enhancing

data, controlling costs, and enabling partnerships.

Enhancing Data: The Pearl Engine serves as a catalyst

for data enhancement within the Blackpearl Group.

BPG leverages an extensive set of proprietary data and

data partnerships to create data-powered features and

products. Our analytical and artificial intelligence features

are extended to our products via the Pearl Engine.

Controlling Costs: One of the key advantages of the Pearl

Engine lies in its ability to extend data and capabilities to

applications at near-zero marginal cost. Through well-

defined APIs, applications within the Blackpearl Group can

seamlessly access features, design components, code

resources, and data pools. This cost-effective approach

mitigates the need for redundant investments in data

acquisition and infrastructure, enabling applications

to allocate their resources more strategically and drive

greater cost efficiency.

Enabling Partnerships: The Pearl Engine acts as a powerful

enabler for valuable partnerships within the Blackpearl

Group ecosystem. By offering a standardized and scalable

platform, we facilitate integration and collaboration

between different entities. Companies can leverage the

Pearl Engine's APIs to integrate our features, code, and data

resources into their own applications, creating solutions

that benefit both parties. This collaborative approach

fosters innovation, expands market reach, and accelerates

growth for all stakeholders involved.

The development of our application, Pearl Diver, has been

underpinned by the capabilities and data resources

provided by the Pearl Engine. By leveraging the Pearl

Engine's unique data streams and over a decade of

expertise in data and digital engagement, Pearl Diver

is able to uncover new insights, enable meaningful

interactions, and drive value for our customers.

In summary, the Pearl Engine goes beyond being a data

ingestion and services platform. It enhances data, controls

costs, and enables valuable partnerships within the

Blackpearl Group. It acts as a powerful foundation for

product development, as demonstrated by the success of

Pearl Diver.

Proprietary datasets | 3rd party data partnerships

Proprietary data

and services

platform

Website Visitor Identification | Signature Management | Demand Generation

Analytics & Demographics | Actionable Insights | Retargeting Audiences

Lead Generation | Marketing & Branding

Use Cases

Components | Customer interactions | Data insights

Features | Meta data | Visual assets | Raw data

Interfaces

Black Pearl Mail | Newoldstamp | Pearl Diver

Applications

Cleanse | Transformation | Analysis

Data Cycle

Data Capture & Storage

Data

Improve user experience

Personalise interactions

Sticky features

250+ data points

Tracking

Market point of difference

Granular live data

Human interactions

Bot detection

Microservices

Productivity and speed

Resiliency

Scalability

Faster time-to-market

UX Assets

Productivity and speed

Leverage expertise

MTA Asset Serving

Market point of difference

Built for purpose

Risk mitigation

Flexibility / optionality

AI / ML

New products

New features

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Blackpearl Group - FY23 Annual Report

Pearl Diver enables businesses to enhance customer
engagement and conversion rates by transforming

anonymous website visits into leads and identifies key sales

opportunities using multiple data measurements to assess

levels of engagement.

This amalgamation of over a decade of experience in data

technology and email tracking combined with a powerful

world-class identity graph has led to a world-first technology

solution. Pearl Diver is helping businesses unlock their data's

full potential and overcome the challenges facing them, like

rising advertising costs and poor access to data.

Pearl Diver

"Pearl Diver bridges the gap in the

analytics we use daily to make

company decisions. We've been so

impressed that we're now reselling

it to our clients. Incredible!"

Chip Florian - CEO of Ciprian IT

"The level of detail you get in the

Pearl Diver data is great. It has more

specific, identifying information

on each contact compared to

other tracking systems I have used,

which is really valuable for targeted

marketing and out-reaches."

KickStart Project

Management Consultants

"Pearl Diver not only saved us

valuable time but also enabled us to

build stronger connections with our

leads. Converting 33.5% of identified

visitors has helped us reduce

customer acquisition costs and

increase our ROI on FB and

Google ads."

Andrew Appleton - Parade Deck CEO

Giving Business Data Transparency

By giving businesses the visibility on who is interacting with

their owned channels and identify the most likely purchasers,

Pearl Diver puts you back in control of the purchasing cycle.

The Applications

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Blackpearl Group - FY23 Annual Report

The Applications
Black Pearl Mail is Blackpearl Group’s self-built SaaS

solution available through the Black Pearl Mail website

www.blackpearlmail.com. Black Pearl Mail enables SMBs to

centrally manage their email branding and transform their

daily business email into a marketing tool.

Through the Black Pearl Mail application, businesses can

apply enhanced branding to emails, incorporate trackable

elements, and use the vacant ‘real-estate’ under the

email signature for banner messaging (typically used for

cross-selling, references and promotions). The Black Pearl

Mail application enables businesses to transform daily

email to a demand generation tool that drives revenue

through cross-selling, upselling, promotion and referrals.

This is underpinned by analytics, including reporting and

real-time notifications on how and when recipients are

engaging with their email. Black Pearl Mail’s customer base

is geographically diverse, representing the global nature of

business email.

On 1 November 2022, Blackpearl Group acquired the

NewOldStamp business from NewOldStamp Inc., an email

signature management company based in the USA, with

contractors in the USA and Europe (including Eastern

Europe). This is the first example of an acquisition under

BPG’s Acquisition Strategy. NewOldStamp is an in-market

SaaS solution that enables businesses to centrally manage

their email signatures.

NewOldStamp has created over 5,000,000 business email

signatures for professionals. NewOldStamp’s website,

www.newoldstamp.com, receives over 1 million organic

site visits annually. The acquisition of the NewOldStamp

business, together with its broadened lead utilisation from

the number of organic site visits, provides opportunities

for Blackpearl Group to cross-sell, up-sell and increase

conversion opportunities across its Black Pearl Mail and

NewOldStamp applications. NewOldStamp has quarterly

and annual pricing plans. The average length of a

customer’s subscription period (average lifetime usage) is

42 months. The service’s average monthly recurring revenue

per customer is NZ$27 (calculated based on the average

monthly recurring revenue per customer for the 12 months

immediately preceding 31 October 2022). This creates an

average lifetime revenue of NZ$1,134 per customer.

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Blackpearl Group - FY23 Annual Report

End-year FY23 consolidated results commentary
BPG recorded $1.4m in recurring revenue for FY23,

representing a 97% growth in recurring revenue

compared to FY22. It is worth noting that 28% of this

growth relates to Newoldstamp, which includes five

months of revenue following its acquisition on November

1, 2022. The remaining increase was due to the growing

demand for the Black Pearl Mail service. Total Revenue

includes government R&D grants and amortisation of

NOS customer contracts purchased.

Gross Profit increased by 264%, illustrating the Company‘s

strong focus on profitability. One of the factors contributing

to this growth is BPG’s ability to scale infrastructure at

negligible incremental expense. This has been made

possible from previous years' investment in creating a

highly scalable operational framework.

BPG's decision to raise its operating expenditure delivered

results in line with the FY23 business plan and created a

direct path to profitability. FY23 expenditure included $1.1m

of one-off costs associated with the acquisition of NOS and

the direct listing on the NZX, as well as R&D to create the

new Pearl Diver product.

BPG’s cost base has been intentionally structured to be

flexible in nature, providing additional levers for reaching

profitability. After accounting for one-off costs, 31% of the

FY23 cost base remains variable in nature.

BPG’s balance sheet reflects the investment made in the

NOS application, customer base and organic website

traffic.

The promissory note and warrants entered into with Crown

BP Holdings, LLC immediately prior to listing have been

amended post-year end 31 March 2023. The note is now

an unsecured obligation of BPG, the two due dates for

repayment of the note have been extended by 12 months

each, and there is a conditional agreement for the note to

be converted to ordinary shares in BPG at a conversion rate

of NZ$1.02 per share.

Revenue

Gross Profit

Revenue Model

Expenditure

Balance Sheet

BPG’s applications follow a monthly recurring billing

model, generating regular and predictable revenue. As

the customer base grows through new sign-ups, each

additional subscriber contributes to the overall revenue.

This continuous growth is not limited to one-time purchases

but compounds over time.

Recurring revenue models focus on future revenue, while

Profit and Loss statements only capture historical revenue

without accounting for projected revenue resulting from

past expenses. Consequently, the Profit and Loss statement

does not account for BPG’s projected revenue resulting

from past expenses.

Total customers increased by 496%, with 55% located in

USA. This offers future growth potential via cross-sale

opportunities of BPG’s new product, Pearl Diver, which was

released to the USA market in March 2023.

A clear path

to profitability

27

Blackpearl Group - FY23 Annual Report

Blackpearl Group - FY23 Annual Report
Corporate

Governance

Statement

29

Blackpearl Group - FY23 Annual Report

Corporate Governance Statement
Strong governance is fundamental to the performance of Blackpearl Group and the Board is ultimately responsible for

ensuring that Blackpearl Group and its subsidiaries maintain high ethical standards and corporate governance practices. 

 

Statement of compliance 

Blackpearl Group is committed to enhancing investor confidence through good corporate governance practice and

accountability. This corporate governance statement provides an overview of Blackpearl Group’s governance framework

and discloses Blackpearl Group’s practices in relation to the recommendations contained in the NZX Corporate Governance

Code (17 June 2022) (NZX Code). The information contained in this Corporate Governance Statement has been prepared in

accordance with NZX Listing Rule 3.8.1(a). The Board considers that for the 12 months ended 31 March 2023 (FY23), Blackpearl

Group’s corporate governance practices and policies have been appropriately aligned with the NZX Code. Any exceptions are

identified throughout this document.

Principle 1:

Ethical Standards

“Directors should set high standards of ethical behaviour, model this behaviour

and hold management accountable for these standards being followed throughout

the organisation.”


Recommendation 1.1 - Code of Ethics

Blackpearl Group maintains high standards of ethical behaviour by which the directors, employees, contractors for personal

services and advisers of Blackpearl Group are expected to conduct themselves. These standards are described in Blackpearl

Group’s Code of Ethics.

General principles within the Code of Ethics include (but are not limited to) requiring all directors and employees to:

• act honestly and uphold and maintain the highest standards of integrity;

• treat all stakeholders fairly and with respect and at all times act in the best interests of its shareholders, stakeholders and

Blackpearl Group itself;

• give proper attention and care to the matters before them;

• ensure the proper receipt and use of corporate information, assets and property;

• complete and keep accurate accounting records and ensure company funds are managed and spent responsibly;

• ensure that their individual interests do not interfere, or appear to interfere, with the Company’s interests; and

• comply with all applicable laws, rules, regulations and codes of practice.

The Code of Ethics and where to find it will be communicated to Blackpearl Group’s directors, employees, contractors as part

of their initial and ongoing training. It is expected that Blackpearl Group’s people have read and understand each of the

ethical expectations as outlined in the Code.

Whistleblower Policy

Blackpearl Group encourages employees to speak out if they have concerns that the Company’s policies have been

breached, including any breach of ethics. The avenues for doing so are detailed in the Code of Ethics.

Recommendation 1.2 - Financial Product Trading Policy

All directors and employees including secondees, contractors and consultants of Blackpearl Group and its subsidiaries are

subject to Blackpearl Group’s Financial Product Trading Policy, which outlines the prohibition on dealing in the Company’s

financial products while holding inside information.

In particular the policy provides that:

• Blackpearl Group’s people have greater restrictions on trading in any financial products under this policy except in the

30 day period commencing on the first day of trading after results have been publicly released or a retail offer has been

released to the market (Trading Windows).

• Blackpearl Group’s people are less likely to receive approval to trade any financial products during any time outside of

these Trading Windows.

• Blackpearl Group's people are highly unlikely to receive approval to trade any financial products during the period

commencing 30 days prior to the balance date of the Company’s full year and where applicable, half year results, until

those results have been publicly released.

Details of matters entered into the Interests Register by individual Directors during FY23 are outlined on page 45 of the

annual report.

Principle 2:

Board Composition & Performance

“To ensure an effective Board, there should be a balance of independence, skills,

knowledge, experience and perspectives.”

Recommendation 2.1 - Board Charter

Blackpearl Group’s Board Charter sets out the roles and responsibilities of the Board, under which the main functions of the

Board are to:

• approve and monitor the strategic direction of Blackpearl Group recommended by management and add long-term

value to Blackpearl Group’s shares, having appropriate regard to the interests of all material stakeholders;

• monitor and review the performance of Management and the process for calculating fees and any performance

incentive fees;

• approve and monitor Blackpearl Group’s financial statements, corporate governance and other reporting and ensure the

implementation of and adherence to Blackpearl Group’s continuous disclosure policy;

• establish procedures and systems to promote a culture and remuneration practice within Blackpearl Group which

facilitates the recruitment, professional development and retention of staff;

• ensure that the Company has appropriate risk management and regulatory compliance policies in place and monitor the

integrity of those policies; and

• familiarise itself with issues of concern to Blackpearl Group’s shareholders and significant stakeholders, including

customers, staff, lessees and the community.

The roles and procedures of the Board, the Board structure and the different Board committees are described in Blackpearl

Group’s Board Charter.

Recommendation 2.2 - Nomination and appointment process

The nomination process for new Director appointments is the responsibility of the Board as a whole. In accordance with the

NZX Listing Rules:

• the Board asks for Director nominations each year prior to the Annual Shareholders’ Meeting;

• Directors will retire at least every three years and may stand for re-election by shareholders; and

• a Director appointed since the previous Annual Shareholders' Meeting holds office only until the next Annual Shareholders’

Meeting, but is eligible for re-election at that meeting.

Newly elected Directors are expected to familiarise themselves with their obligations under the constitution, Board Charter

and the NZX Listing Rules.

The Board believes the current Directors offer valuable skill sets and experience to Blackpearl Group and that each Director

has the necessary time available to devote to the position.

31

Blackpearl Group - FY23 Annual Report

Corporate Governance Statement
Recommendation 2.3 - Letters of Appointment

All Directors have entered into a written agreement with Blackpearl Group. The agreement outlines their appointment terms,

role requirements, time commitments, remuneration and indemnity and insurance arrangements.

Recommendation 2.4 - Director Details

The details of each Director along with their experience, length of service, independence, ownership interests and attendance

at Board meetings are included in this Annual Report. Director profiles are also available to view on Blackpearl Group’s website

at https://www.blackpearl.com/investor-centre/

Interests Register

Directors are required to notify Blackpearl Group of any interests they have that could impact an assessment of their

independence or their ability to act in the best interests of Blackpearl Group. Blackpearl Group has processes in place to

manage any conflicts of interest with Directors who are interested in a matter. The processes around maintaining the director

interests register are detailed in the Board Charter.

Recommendation 2.5 - Diversity

Blackpearl Group is committed to bringing diversity to life in its employment practices and across all aspects of the business.

For Blackpearl Group, diversity includes but is not limited to characteristics such as cultural background and ethnicity, gender

identity, sexual orientation, age, differences in physical abilities, languages and education.

Blackpearl Group’s approach to diversity is outlined in the Diversity Policy which sets out how the Company will meet its

commitment to creating a diverse workforce and inclusive workplace environment.

For the 12 months ended 31 March 2023, the Board is comfortable that Blackpearl Group’s employment practices and Human

Resources (HR) processes and practices were in line with the intent of its Diversity Policy.

As at 31 March 2023, females represented 25% of Directors and senior managers of Blackpearl Group. Blackpearl Group has 29

employees of which 62% are male and 38% are female.

The following table outlines the gender composition of Directors and senior managers as at 31 March 2023:

As at 31 March 2023As at 31 March 2022

DirectorsExecutive Team DirectorsExecutive Team

Male3 3 2 3

Female1 1 0 1

Total4 4 2 3

Recommendation 2.6 - Director Training

Blackpearl Group encourages all Directors to undertake appropriate training and education so that they may best perform

their duties, including engaging external expert advisers at the Company’s cost and encouraging Directors to engage in the

business.

As Blackpearl Group only listed in the financial year to 31 March 2023, the Board has been focused on being in a high growth

position with new products in domestic and international markets and growing as a listed company. As the Directors have

more capacity in their roles further training and educational opportunities will be pursued.

Recommendation 2.7 - Director Performance

The Board Charter regulates the performance assessment process of the Board, its committees and Directors. Blackpearl

Group continues to invest in ensuring its Board has the optimum mix of skills, experience and independence required for

executing Blackpearl Group’s growth strategy. An external performance review may be conducted if required.


Recommendation 2.8 - Director Independence

As at 31 March 2023, the Board comprised of the following four Directors:

The Board considers two of Blackpearl Group’s Directors to be independent for the purposes of the NZX Listing Rules, being

Cherryl Pressley and Mark Osborne. In order for a Director to be independent, the Board must determine that he or she is not

an executive of Blackpearl Group and has no disqualifying relationship or interests, including relationships or interests of the

kind listed in Recommendation 2.4 of the NZX Code. Accordingly, the Board has determined that Tim Crown and Nick Lissette

are non-independent Directors.

Recommendation 2.9 - Separation of Chair and Senior Management

The Board supports a separation of the roles of Chair from senior management. Blackpearl Group’s Chair is a Non-Executive

Director who is elected by the Directors.

Tim Crown Non-Independent Non-Executive Director and Acting ChairAppointed 2 January 2020

Nick Lissette Non-Independent Executive Director and CEO Appointed 25 October 2012

Cherryl Pressley Independent Non-Executive DirectorAppointed 24 November 2022

Mark Osborne Independent Non-Executive DirectorAppointed 24 November 2022

Principle 3:

Board Committees

“The Board should use Committees where this will enhance its effectiveness in key

areas, while still retaining Board responsibility.”

Recommendation 3.1 - Audit and Risk Committee

The Board has established an Audit and Risk Committee to act as a delegate of the Board on financial reporting, internal

control and risk management issues. The Audit and Risk Committee is responsible for:

• assisting the Board in carrying out its responsibilities concerning accounting practices, policies and controls relative to

the Company’s financial position;

• making appropriate enquiries into any audit of Blackpearl Group’s financial statements, including providing the Board

with additional assurance about the quality and reliability of any financial information issued publicly by Blackpearl

Group from time to time;

• reviewing the operation and effectiveness of Blackpearl Group’s internal controls and risk management practices in

consultation with senior management (see Principle 6: Risk Management below);

• providing an avenue of communication between auditors and Directors, particularly in relation to financial reporting and

risk management matters; and

• otherwise maintaining Blackpearl Group’s relationship with external auditors (see Principle 7: Auditors below).

The Committee operates under the Audit and Risk Committee Charter. The majority of the Audit and Risk Committee are

independent Directors and is comprised of Mark Osborne (Chair), Tim Crown and Cherryl Pressley. The Chair, Mark Osborne, is

an independent director, is not the chair of the Board and has a financial background.

Due to BPG’s size and current position as a newly listed company, no Audit and Risk Committee meetings were held during

FY23. Instead, the Committee responsibilities were actioned and overseen by the whole Board.

Recommendation 3.2 - Meeting Attendance by Non-Committee Members

Directors who are not members of the Audit and Risk Committee are able to attend the committee meetings as they wish.

Employees may only attend those meetings at the invitation of the committee.

33

Blackpearl Group - FY23 Annual Report

Corporate Governance Statement
Recommendation 3.3 - Remuneration Committee

The Board has established a Remuneration Committee to oversee and promote Blackpearl Group’s Remuneration Policy and

remuneration practices to the Board. For the avoidance of doubt, the Committee does not make recommendations as to

director appointments to the Board. The Remuneration Committee is responsible for:

• reviewing and recommending to the Board for approval Blackpearl Group’s Remuneration Policy and packages for

Directors and Senior Managers;

• ensuring the structure of Blackpearl Group’s Remuneration Policy allows Blackpearl Group to attract and retain Directors

and Senior Managers of sufficient calibre to facilitate the efficient and effective governance and management of

Blackpearl Group;

• ensuring all remuneration procedures are followed for Directors; and

• reviewing and recommending to the Board measurable objectives for improving diversity in accordance with Blackpearl

Group’s Diversity Policy.

The Committee operates under the Remuneration Committee Charter. The majority of the members of the Remuneration

Committee are independent directors, and is comprised of Cherryl Pressley (Chair), Mark Osborne and Tim Crown.

Due to BPG’s size and current position as a newly listed company, no Remuneration Committee meetings were held during

FY23. Instead, the Committee responsibilities were actioned and overseen by the whole Board.

Directors who are not members of the Remuneration Committee are able to attend the committee meetings as they wish.

Executive directors do not participate in deliberations relating to their own remuneration. Under the Remuneration Committee

Charter, Management can only attend the Remuneration Committee meetings at the invitation of the Board.

Recommendation 3.4 - Nomination Committee

The Company does not have a standalone nomination committee, however as advised under Principle 2 above, the

nomination process for new Director appointments is the responsibility of the Board as a whole. The Directors’ selection is

based on the value they bring to the Board table including their skills, knowledge and experience to contribute to effective

direction of Blackpearl Group, whether they can exercise an informed judgement on matters which come to the Board

and whether they are free of any business or other relationship that may interfere with the exercise of that judgement. The

composition of the Board is reviewed regularly to ensure the Board maintains an appropriate balance of skills, experience and

expertise.

The Board evaluates all nominations of Directors, and consider whether they would be independent, and may recommend

candidates to Shareholders.

Recommendation 3.5 – Other Board Committees

The board charter enables the Board to establish other committees, as required from time to time. The two established

committees are the Audit and Risk Committee and the Remuneration Committee, each with its own charter. The Board retains

ultimate responsibility for the functions of its committees and determines their responsibilities.

Director Meeting Attendance

The Board holds at least 8 meetings each year. Video and/or phone conferences are used as required. The table below

sets out Director attendance at Board and Committee meetings during FY23. Cherryl Pressley and Mark Osborne were only

appointed as Directors on 24 November 2022:

Recommendation 3.6 - Takeover Protocols

In the case of a takeover offer, Blackpearl Group will form an independent Takeover Committee to oversee a response to the

offer and engage expert legal and financial advisors to provide advice and ensure compliance with the Takeovers Code.

* Due to BPG’s size and current position as a newly listed company, no Audit and Risk Committee or Remuneration Committee

meetings were held during FY23. Please refer to the notes on recommendations 3.1 and 3.3 above.

Principle 4:

Reporting & Disclosure

“The Board should demand integrity in financial and non-financial reporting, and in

the timeliness and balance of corporate disclosures.”

Recommendation 4.1 - Continuous Disclosure

The Board focuses on providing accurate, adequate, and timely information both to its shareholders and to the market

generally. This enables all investors to make informed decisions about Blackpearl Group. All significant announcements made

to NZX, and reports issued, are posted on Blackpearl Group’s website.

Blackpearl Group’s Continuous Disclosure Policy governs the responsibilities and procedures for releasing material information

to the market to ensure compliance under the NZX Listing Rules so that:

• all investors have equal and timely access to material information concerning Blackpearl Group, including its financial

situation, performance, ownership and governance; and

• company announcements are factual and presented in a clear and balanced form.

Accountability for compliance with disclosure obligations is with the Chair and the Chief Executive Officer. Significant market

announcements, including the preliminary announcement of the half year and full year results, the accounts for those periods

and any advice of a change in earnings forecast are approved by the Board.

Recommendation 4.2 - Key Governance Documents

Copies of the key governance documents, including the Continuous Disclosure Policy, Code of Ethics, Financial Products

Trading Policy and Board and Committee Charters and Policies are available on Blackpearl Group’s website at https://www.

blackpearl.com/investor-centre/.

Recommendation 4.3 - Financial Reporting

The Board is responsible for ensuring:

• that the financial statements give a true and fair view of the financial position of Blackpearl Group;

• that the financial statements have been prepared using appropriate accounting policies;

• that the accounting policies have been consistently applied and supported by reasonable judgements; and

• that all relevant financial reporting and accounting standards have been followed.

The Audit and Risk Committee oversees the quality and integrity of external financial reporting, including the accuracy,

completeness, balance and timeliness of financial statements. It reviews Blackpearl Group’s full and, when available, half

year financial statements and makes recommendations to the Board concerning accounting policies, areas of judgement,

compliance with accounting standards, stock exchange and legal requirements, and the results of the external audit.

All matters required to be addressed, and for which the Committee has responsibility, were addressed during the reporting

period.

For the 12 months ended 31 March 2023, the Directors believe that proper accounting records have been kept which enable,

with reasonable accuracy, the determination of the financial position of Blackpearl Group and facilitate compliance with the

Companies Act 1993 and the Financial Markets Conduct Act 2013.

Senior management has confirmed in writing to the Board that Blackpearl Group’s external financial reports present a true

and fair view in all material aspects. Blackpearl Group’s full year financial statements are available on Blackpearl Group’s

website.

Board Meetings

Audit and Risk Committee and

Remuneration Committee1

Total number of meetings held110

Tim Crown 100

Nick Lissette 110

Cherryl Pressley 50

Mark Osborne 60

35

Blackpearl Group - FY23 Annual Report

Non-financial Reporting
Blackpearl Group is committed to using its resources responsibly and will look for opportunities to reduce any negative

environmental risk or impact from business operations, products and services. The Board encourages diversity and will not

knowingly participate in business situations where Blackpearl Group could be complicit in human rights and labour standard

abuses.

Blackpearl Group discusses its non-financial objectives and its progress against these objectives in the Chair and senior

management’s commentary in shareholder reports, and at other investor events during the year including investor

presentations and the Annual Shareholders’ Meeting.

Given Blackpearl Group’s size, the Board has elected not to adopt a formal environmental, social and governance framework.

The Company remains aware of changes to non-financial reporting standards, particularly changes to climate-related

disclosures.

Principle 5:

Remuneration

“The remuneration of Directors and Executives should be transparent, fair and

reasonable.”

Recommendation 5.1 - Remuneration of Directors

Under the NZX Listing Rules, Shareholders fix the total remuneration available for Directors. Approval is sought for any increase

in the pool available to pay Directors’ fees, and any recommendations to shareholders regarding Director remuneration

are provided for approval in a transparent manner. The current Director fee pool was set pre-listing in 2022 and disclosed in

Blackpearl Group’s Listing Profile. Blackpearl Group believes the current fees are set at a fair market rate.

Blackpearl Group’s Remuneration Policy is in line with best practice guidelines from the New Zealand Institute of Directors. The

Remuneration Committee is responsible for reviewing and recommending Directors’ remuneration to the Board for approval

Non-executive Directors are entitled to be reimbursed for costs directly associated with carrying out their duties, including

travel costs. Board policy is that no sum is paid to a non-executive Director upon retirement or cessation of office.

Further detail on the Director fees and individual Director remuneration breakdown can be found on page 43 of the Annual

Report.


Recommendation 5.2 - Remuneration of Executives and Employees

Executive remuneration consists of a salary (including KiwiSaver contributions from Blackpearl Group) and ability to

participate in a pre-listing employee share rights scheme under which Blackpearl Group has granted current or former

employees and independent contractors rights to shares.

The Remuneration Committee is responsible for reviewing and recommending Senior Managers’ remuneration to the Board

for approval. The Board believes senior management remuneration is fair and reflects the performance requirements and

expectations of the role.

Blackpearl Group intends to establish a new short-term incentive plan to incentivise and retain senior executives, and a new

employee share scheme to incentivise and retain employees.

More information on executive remuneration, including entitlements, is set out on page 43 of the Annual Report

Corporate Governance Statement

Recommendation 5.3 – CEO Remuneration

The current CEO remuneration is set out in page 43 of the annual report.

Principle 6:

Risk Management

“Directors should have a sound understanding of the material risks faced by the

issuer and how to manage them. The Board should regularly verify that the issuer

has appropriate processes that identify and manage potential and material risks.”

Recommendation 6.1 – Risk Management Framework

Blackpearl Group is committed to managing risks proactively. The Audit and Risk Committee assists the Board in carrying

out its risk management responsibilities by providing additional oversight regarding Blackpearl Group’s risk management

framework and monitoring compliance with that framework.

The Board delegates day to day management of the risk management framework to senior management. The executive team

and senior management maintain a risk register identifying the material risks facing the Company and how Blackpearl Group

will manage them. This is reported to the Board on a regular basis and is reviewed by the Board to ensure that it reflects

any developments and growth in the business. The Board is satisfied that Blackpearl Group has in place a risk management

process to identify, manage effectively and monitor Blackpearl Group’s principal risks. Blackpearl Group maintains insurance

policies that it considers adequate to meet its insurable risks.

Recommendation 6.2 - Health and Safety

Given the nature of Blackpearl Group’s business and size, Blackpearl Group does not have a dedicated Health and Safety

committee. The Board, however, is mindful that Blackpearl Group’s People are exposed to mental health, stress and wellbeing

risks. To ensure the mitigation of these risks, Blackpearl Group strives to create a positive and thriving company culture and

offer competitive remuneration and incentive packages for its employees and contractors.

37

Blackpearl Group - FY23 Annual Report

Corporate Governance Statement
Principle 7:

Auditors

“The Board should ensure the quality and independence of the external audit

process.”

Recommendation 7.1 - External Auditors

The Audit and Risk Committee Charter governs the Board’s relationship with its external auditors. Blackpearl Group’s

compliance with the Audit and Risk Committee Charter ensures that:

• audit independence is maintained, both in fact and appearance, such that Blackpearl Group’s external financial

reporting is viewed as being reliable and credible; and

• free and open communication between the Directors and external auditors is maintained.

In relation to Blackpearl Group’s relationship with external auditors, the Audit and Risk Committee is responsible for:

• reviewing and enquiring into Blackpearl Group’s financial statements, including providing the Board with additional

assurance about the quality and reliability of any financial information issued publicly by the Company from time to time;

• approving the auditor’s engagement letter and setting audit fees;

• pre and post audit meetings, including any meetings with auditors or senior management as required;

• reviewing the Company’s annual audit plan and audit timetable;

• reviewing the management letter, auditor performance and ensuring rotation of the audit partner; and

• approving any non-audit engagements performed by the audit firm.

For FY23, William Buck Audit (NZ) Limited was the external auditor for Blackpearl Group. William Buck was first appointed as

auditor on 10 February 2023. Rotation of the audit partner occurs every five years.

All audit work at Blackpearl Group is separated from non-audit services, to ensure that appropriate independence is

maintained. William Buck provided only audit work in FY23. The amount of fees paid to William Buck during FY23 is identified on

page 73.

William Buck has provided the Audit and Risk Committee with written confirmation that, in its view, it was able to operate

independently during the year.

Recommendation 7.2 - Auditor attendance at the Annual General Meeting

William Buck is available to attend each Annual Meeting of the Company (either virtually or in person), and the Audit Director is

available to answer questions from shareholders at that Meeting.

Recommendation 7.3 - Internal Audit

Due to Blackpearl Group’s size and current position, Blackpearl Group does not have a dedicated internal auditor role.

Blackpearl Group does have an Audit and Risk Committee for educating and improving internal risk processes. As the

Company grows, it will consider further resources in this area.

Principle 8:

Shareholder Rights & Relations

“The Board should respect the rights of shareholders and foster constructive

relationships with shareholders that encourage them to engage with the issuer.”

Recommendation 8.1 - Access to Information

Blackpearl Group is committed to ensuring that its shareholders are kept up to date with key activities and are provided with

relevant information about the Company and its performance. The Company communicates with shareholders during the

financial year through annual and half year reports and at the Annual Shareholders’ Meeting.

Blackpearl Group maintains an investor relations section on the company’s website available to access at https://www.

blackpearl.com/investor-centre/. This provides access to key corporate governance documents, copies of all major

announcements, company reports and presentations.

Recommendation 8.2 - Investor Communication

Written communications and reports are available to be viewed on the Blackpearl Group’s website, as well as emailed to

shareholders that elect to be emailed.

NZX announcements are also available on the NZX website https://www.nzx.com/companies/BPG/announcements.

In addition to shareholders, Blackpearl Group has a wide range of stakeholders and maintains open channels of

communication for all audiences, including the investing community and product partners.

Recommendation 8.3 - Voting on Major Decisions

In accordance with the NZX Listing Rules, shareholders have the right to vote on major decisions which may change the nature

of Blackpearl Group. Each shareholder has one vote per share and voting is conducted by polls.

Recommendation 8.4 - Additional Equity Offers

Should Blackpearl Group consider raising additional capital, Blackpearl Group will structure the offer having regard to likely

levels of shareholder participation and optimising and enhancing the ability to maximise the level of capital raised. The Board

will look to give all shareholders an opportunity to participate in any capital raising.

Recommendation 8.5 - Notice of Meetings

Blackpearl Group will hold its annual meeting of Shareholders in August 2023. Blackpearl Group will aim to provide at least

20 working days of the notice of the Annual Shareholders’ Meeting, which will be posted on Blackpearl Group’s website,

announced on the NZX and sent to shareholders prior to the meeting.

39

Blackpearl Group - FY23 Annual Report

Blackpearl Group - FY23 Annual Report
Additional

Statutory

Information

41

Blackpearl Group - FY23 Annual Report

Remuneration
Remuneration of Directors

The overall director fee pool (the total fees available for payment to Directors in their capacity as Directors) was set pre-listing

in 2022 at a maximum of NZ$320,000 per annum. The Board may allocate the Director fee pool among the Directors as the

Board sees fit from time to time.

For the two years from 1 December 2022 (i.e. 1 December 2022 to 30 November 2024), the Board resolved to allocate the Director

fee pool as follows:

• NZ$180,000 per annum to the role of Chair; and

• NZ$70,000 per annum to each other Director (other than executive directors).

In order to preserve cash in Blackpearl Group and align (or further align) the interests of the non-executive directors with

Blackpearl Group, the Board and each non-executive Director agreed for Blackpearl Group to make a one-off issue of

restricted shares (Restricted Shares) to the non-executive Directors in part or full payment of Director fees for the period from 1

December 2022 to 30 November 2024. The Restricted Shares were issued before listing on 29 November 2022.

Restricted Shares

The Restricted Shares have an issue price of NZ$1.25 per Restricted Share but were issued to the relevant directors as fully paid

for nil consideration. Each Restricted Share has the same terms as the Shares in the Company (and rank equally with Shares in

respect of a liquidation of the Company and the payment of dividends) except that the Restricted Shares:

• are not transferable;

• automatically convert into Shares in accordance with the following terms:

• half on the one year anniversary date of the Company’s listing and quotation on the NZX Main Board; and

• half on the two year anniversary date of the Company’s listing and quotation on the NZX Main Board; and

• can be redeemed by the Company for a total sum of NZ$1.00 in aggregate for all of a director’s Restricted Shares then on

issue if the relevant director ceases to stay in office at any time before the two year anniversary date of the Company’s

listing and quotation on the NZX Main Board.

Director Remuneration

The table below sets out the total of the remuneration and the value of other benefits received by each Director during the

financial year to 31 March 2023. The Board Charter provides that no sum is paid to any non-executive Director upon retirement

or cessation of office.

Employee Remuneration


Executive Remuneration Framework

Blackpearl Group’s executive remuneration policies and practices are designed to attract, retain and motivate high calibre

people. The Board has reviewed executive remuneration with the assistance of external independent advice. Executive

remuneration comprises a fixed component and an existing employee share rights scheme (Pre-Listing Share Rights Scheme),

under which Blackpearl Group has granted current or former employees and independent contractors rights to Shares.

Pre-Listing Share Rights Scheme

Under the Pre-Listing Share Rights Scheme, current and former employees and independent contractors were granted rights

to Shares either:

• after completing specified periods of service (the period of time varies, but typically the service length is two years and

share rights vest in two tranches, with 50% of share rights vesting after 12 months and the remaining 50% vesting after 24

months); or

• as recognition for performed services.

Once vested, the share rights are held in trust for the current or former employee, director or independent contractor until the

employee, Director, or independent contractor requests in writing that the Share is issued or transferred to them, or Blackpearl

Group notifies the employee, director or independent contractor in writing that the Share will be issued or transferred to them.

Once vested, each share right is able to be exercised for one ordinary Share. The exercise price is nil per Share. The share

rights have no expiry date. Before notice is given by either party, the Shares are not issued and the share rights carry no voting

rights, no right to the payment of dividends and no rights on liquidation of the Company.

Blackpearl Group intends to establish a new short-term incentive plan to incentivise and retain senior executives, and a new

employee share scheme to incentivise and retain employees.

CEO/Executive Director Remuneration Disclosure

Nick Lissette is the CEO as at 31 March 2023. He did not receive any remuneration in his capacity as a Director but was

remunerated as CEO as per the table below. The CEO’s remuneration is reviewed annually by the Remuneration Committee

and approved by the Board.

Additional Statutory Information

Director Board Fees Other Benefits1 Total FY23 Date Appointed

Tim Crown $0 $60,0002 $60,000 Appointed 2 January 2020

Nick Lissette - $291,8563 $291,856Appointed 25 October 2012

Cherryl Pressley $13,333$10,0004 $23,333Appointed 24 November 2022

Mark Osborne $13,333$10,0005 $23,333Appointed 24 November 2022

Total $26,666$371,856 $398,522

1. The Board does not pay committee fees.

2. Tim Crown was issued 288,000 fully paid Restricted Shares as part of the Director remuneration package as described

above. The value of the Restricted Shares reflects the value as at the FY23 period.

3. Nick Lissette receives a base salary of $291,856 as CEO of Blackpearl Group as at 31 March 2023.

4. Cherryl Pressley was issued 48,000 fully paid Restricted Shares as part of the Director remuneration package as

described above. The value of the Restricted Shares reflects the value as at the FY23 period.

5. Mark Osborne was issued 48,000 fully paid Restricted Shares as part of the Director remuneration package as

described above. The value of the Restricted Shares reflects the value as at the FY23 period.

Executive Director / CEO SalaryPre-Listing Share Rights Scheme earned in FYTotal Remuneration

Nick Lissette $291,856 $0$291,856

43

Blackpearl Group - FY23 Annual Report

Employee Remuneration
The table below shows the number of current and former employees of the Company (not being Directors of the Company)

who received remuneration and other benefits, including non-cash benefits and share-based remuneration, in their capacity

as employees during the year ended 31 March 2023 that in value was or exceeded $100,000 per annum.

Disclosures

Directors

The following persons were Directors of Blackpearl Group as at 31 March 2023:

Disclosure Of Interests By Directors

In accordance with Section 140(2) of the Companies Act 1993, the Company maintains an interests register in which Directors

interests are recorded. The following are particulars of general disclosures of interest by Directors holding office at 31 March

2023. Particulars of entries made during the year to 31 March 2023 are noted in brackets, for the purposes of section 211(1)(e) of

the Companies Act 1993.

Remuneration

FY23

No. of Employees

$100,001 - $110,000 7

$110,001 - $120,000 2

$130,001 - $140,000 3

$140,001 - $150,000 3

$160,001 - $170,000 1

$170,001 - $180,000 1

$190,001 - $200,000 1

$200,001 - $210,000 1

$210,001 - $220,000 2

$270,001 - $280,000 1

$280,001 - $290,000 1

$540,001 - $550,000 1

Director

Tim Crown Non-Independent Non-Executive Director and Acting Chair

Nick Lissette Non-Independent Executive Director and CEO

Cherryl Pressley Independent Non-Executive Director

Mark Osborne Independent Non-Executive Director

Director Name of Business or EntityNature and Extent of Interest

Tim Crown*Black Pearl Group Limited Chairman/Director/Shareholder

Black Pearl Mail, Inc Director

Crown BP Holdings, LLCDirector/Shareholder

Insight Enterprises, Inc Chairman/Director/Shareholder

Trovo Data, LLC Shareholder

Trovo Data Holdings, IncDirector/Shareholder

5x5 US, LLC Shareholder

Prospect Desk, LLCShareholder

Nick LissetteBlack Pearl Group Limited Director/Shareholder/CEO

Black Pearl Mail, Inc Director

Newoldstamp Limited Director

The Better Wine Company New Zealand Limited Director/Shareholder

NJL Limited Director

Nicholas John Lissette and Karen Islay Cargill as Trustees of the

Per Aspera Ad Astra Trust

Trustee

Cherryl PressleyBlack Pearl Group LimitedDirector/Shareholder

Mark OsborneBlack Pearl Group Limited Director

Te Ahu Charitable Trust Director

Doubtless Beauty Limited Director

Doubtless Consulting Limited Director

Top End Tours Limited Director

FLGX BOI Limited Director

Additional Statutory Information

* Tim Crown (including through entities of which he controls or has significant influence) holds an extensive investment

portfolio in a large number of enterprises globally. This investment portfolio includes both passive and active investments.

Standing entries in the interests register are included for Mr. Crown’s principal interests and any other interests which are

considered potentially relevant to his role as a director of the Company. Due to the extent and changing nature of Mr. Crown’s

investment portfolio, it is impractical to include entries for each investment in the portfolio (which are generally irrelevant

to the Company in any event). The Board reviews the interests register at every Board meeting to ensure that any interests

relevant to the Company are included in the interests register in accordance with the Companies Act 1993.

45

Blackpearl Group - FY23 Annual Report

Company Directors
Newoldstamp Limited Nick Lissette

Black Pearl Mail, Inc, (US registered subsidiary) Nick Lissette, Tim Crown

Size of ShareholdingNumber of Holders % of Shareholders Total Shares Held % of Shares

1-1,000 9 7.26% 4,4510.01%

1,001-5,000 9 7.26% 33,664 0.10%

5,001-10,000 12 9.68% 89,262 0.25%

10,001-50,000 40 32.25% 1,097,981 3.10%

50,001-100,000 8 6.45% 592,398 1.68%

100,001 or more 46 37.10% 33,545,703 94.86%

Tota l124 100.00% 35,363,459 100.00%

Spread Of Security Holders

As at 31 March 2023:

Use of Company Information

There were no notices from Directors of the Company pursuant to section 145 of the Companies Act 1993 requesting to use

Company information received in their capacity as directors that would not otherwise have been available them.

Subsidiary Company Directors

The following persons held office as Directors of subsidiary companies as at 31 March 2023. Employee directors of subsidiary

companies appointed by Blackpearl Group do not receive director’s fees, remuneration or other benefits in their capacity as

directors. The remuneration and other benefits of such employees, received as employees, are included in the relevant bands

for remuneration disclosed under Employee Remuneration section above.

Directors’ Share Dealings

In accordance with the Companies Act 1993 between 1 April 2022 and 31 March 2023 the Board received the following

disclosures from Directors of acquisitions and dispositions of relevant interests in shares issued by the Company and details of

such dealings were entered in the Company’s interests register.

* Each Warrant entitles Crown BP Holdings, LLC the right to purchase one Share at an exercise price of $0.01 per Warrant, being

a total of 2.5 million Shares. The Warrants can be exercised from 24 May 2023 and will expire on 24 May 2028.

Directors’ Shareholdings Interests

As at 31 March 2023 the Directors of the Company had the following relevant interests in the Company’s Shares, Restricted

Shares and Warrants.

Director TransactionNumber of SecuritiesPrice per Security Date

Tim Crown Restricted Shares issued 48,000 $1.25 29 November 2022

Nick Lissette

Transfer of interest into

family trust

1,821,000 N/A 23 November 2022


Issue of shares from pre-

listing employee share

scheme

225,000 N/A 23 December 2022

Cherryl Pressley Restricted Shares issued 8,000 $1.25 29 November 2022

Mark Osborne Restricted Shares Issued 8,000 $1.25 29 November 2022

Director Legal Ownership or other Nature of the Interest

Ordinary

Shares

Restricted

Shares

Warrants*

Tim Crown

Registered holder and beneficial owner of Restricted

Shares.

Has the power to control the exercise of the rights

attaching to the Shares and Warrants held by Crown BP

Holdings, LLC, by virtue of being a member of Crown BP

Holdings, LLC’s manager Anchor Management, LLC.

2,711,10548,0002,500,000

Nick Lissette

Has a relevant interest in the Shares held by Nick Lissette

and Karen Cargill as trustees of the Per Aspera Ad Astra

Trust (a family trust associated with Nick Lissette), as

Nick Lissette, together with independent trustee Karen

Cargill, has the power to control the exercise of the rights

attaching to such Shares.

2,046,000--

Cherryl Pressley

Registered holder and beneficial owner of Restricted

Shares.

Registered holder and beneficial owner of Shares.

40,7908,000-

Mark Osborne

Registered holder and beneficial owner of Restricted

Shares.

-8,000-

Additional Statutory Information

47

Blackpearl Group - FY23 Annual Report

Additional Statutory Information
Substantial Product Holders

The following substantial product holder information is given pursuant to section 293 of the Financial Markets Conduct Act 2013

and is based on substantial product holder notices filed with the Company during FY23 and the Company’s share register as

at 31 March 2023. As at 31 March 2023, details of the substantial product holders in the Company and their relevant interests in

the Company’s ordinary shares are shown in the table below. The total number of voting securities (fully paid ordinary shares)

of the Company as at 31 March 2023 was 35,363,459.

Other Information

Auditor’s Fees

For FY23, William Buck Audit (NZ) Limited was the external auditor for Blackpearl Group. William Buck was first appointed as

auditor on 10 February 2023.

During the year ended 31 March 2023, the amount payable by Blackpearl Group to William Buck as audit and review fees

was $106,000. The amount of fees payable to William Buck for non-audit work during the year ended 31 March 2023 was $0.

Blackpearl Group’s prior year auditor, Baker Tilly Staples Rodway was paid $2,844 in fees for agreed upon procedures for

revenue recognition. This is detailed in Note 9 of the Financial Statements.

Donations

No donations were made by the Company and its subsidiaries during the year ended 31 March 2023.

NZX Waivers

There were no waivers granted by NZX or relied on by the Company in the 12 months preceding 31 March 2023.

Substantial Product HolderNumber of Shares% of Issued Shares

VTPE Investments LLC 4,130,028 11.68%

Crown BP Holdings LLC 2,711,105 7.67%

Shane D Bruhns & Georgina F Bruhns & Margot J Thompson & Scott W Bruhns 2,429,899 6.87%

Sir Owen George Glenn 2,403,720 6.80%

Nicholas John Lissette & Karen Islay Cargill as Trustees of the Per Aspera Ad

Astra Trust

2,046,000 5.79%

RankShareholderTotal Shares Held % of Shares

1VTPE Investments LLC 4,130,02811.68%

2Crown BP Holdings LLC 2,711,1057.67%

3Shane D Bruhns & Georgina F Bruhns & Margot J Thompson & Scott W Bruhns 2,429,8996.87%

4Sir Owen George Glenn2,403,7206.80%

5Nicholas John Lissette & Karen Islay Cargill2,046,0005.79%

6HSBC Nominees (New Zealand) Limited1,815,9635.14%

7Accident Compensation Corporation1,280,5273.62%

8JBWERE (Nz) Nominees Limited1,118,8763.16%

9Allan Raymond Smith & Neil William Welch1,083,8593.06%

10Peter Clare1,081,9913.06%

11Lance Revel Lissette907,5862.57%

12Targa Investments Limited 906,1302.56%

13Gentry Investments Limited 901,6812.55%

14New Zealand Depository Nominee 834,4502.36%

15Volodymyr Zastavnyy703,6341.99%

16The Gerald R. Meek & Carolyn R. Meek Family Trust 690,5231.95%

17Paul James Fraser & Kevin Robert Smith610,3991.73%

18Neil Andrew Richardson 604,5721.71%

19Russell Mark Bennett531,7321.50%

20Internationals Limited506,3001.43%

Top 20 Shareholders

The names and holdings of the twenty largest registered shareholders in the Company as at 31 March 2023 were:

49

Blackpearl Group - FY23 Annual Report

Blackpearl Group - FY23 Annual Report
Consolidated

Financial

Statements

51

Blackpearl Group - FY23 Annual Report

Contents:
54

Contents:

64

58

103

Independent Auditors Report

Consolidated Financial Statements

Notes to the Consolidated Financial Statements

Consolidated Statement of Profit or Loss and

Other Comprehensive Income

Company Directory

59

Consolidated Statement of Financial Position

61

Consolidated Statement of Changes in Equity

62

Consolidated Statement of Cash Flows

53

Blackpearl Group - FY23 Annual Report






Auckland | Level 4, 21 Queen Street, Auckland 1010, New Zealand

Tauranga | 145 Seventeenth Ave, Tauranga 3112, New Zealand

+64 9 366 5000

+64 7 927 1234

info@williambuck.co.nz

www.williambuck.com


William Buck is an association of firms, each trading under the name of William Buck

across Australia and New Zealand with affiliated offices worldwide.

*William Buck (NZ) Limited and William Buck Audit (NZ) Limited



Black Pearl Group Limited

Independent auditor’s report to the Shareholders


Report on the Audit of the Consolidated Financial Statements

Opinion

We have audited the consolidated financial statements of Black Pearl Group Limited (the Company) and its

subsidiaries (the Group), which comprise the consolidated statement of financial position as at 31 March

2023, and the consolidated statement of profit or loss and other comprehensive income, consolidated

statement of changes in equity and consolidated statement of cash flows for the year then ended, and

notes to the consolidated financial statements, including a summary of significant accounting policies.


In our opinion, the accompanying consolidated fin ancial statements give a true and fair view of the

consolidated financial position of the Group as at 31 March 2023, and of its consolidated financial

performance and its consolidated cash flows for the year then ended in accordance with International

Financial Reporting Standards (IFRS) and New Zealand equivalents to International Financial Reporting

Standards (NZ IFRS).

Basis for Opinion

We conducted our audit in accordance with International Standards on Auditing (New Zealand) (ISAs (NZ)).

Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the

Audit of the Consolidated Financial Statements section of our report. We are independent of the Group in

accordance with Professional and Ethical Standard 1 International Code of Ethics for Assurance

Practitioners (including International Independence Standards) (New Zealand) issued by the New Zealand

Auditing and Assurance Standards Board and the International Ethics Standards Board for Accountants’

International Code of Ethics for Professional Accountants (including International Independence Standards)

(IESBA Code), and we have fulfilled our other ethical responsibilities in accordance with these requirements

and the IESBA Code. We believe that the audit evidence we have obtained is sufficient and appropriate to

provide a basis for our opinion.


Other than in our capacity as auditor we have no relationship with, or interests in, Black Pearl Group

Limited or any of its subsidiaries.

Material Uncertainty Related to Going Concern

We draw attention to Note 28 in the consolidated financial statements, which indicates that the Group

incurred a total comprehensive loss for the year of $7,004,373 during the year ended 31 March 2023 and,

as of that date, the Group’s current liabilities exceeded its current assets by $921,913. As stated in Note 28,

these matters and other events or conditions indicate that a material uncertainty exists that may cast

significant doubt on the Group’s ability to continue as a going concern. Our opinion is not modified in

respect of this matter.




| 55


Key Audit Matters

Key audit matters are those matters that, in our professional judgement, were of most significance in our

audit of the consolidated financial statements of the current period. These matters were addressed in the

context of our audit of the consolidated fin ancial statements as a whole, and in forming our opinion thereon,

and we do not provide a separate opinion on these matters. In addition to the matter described in the

Material Uncertainty Related to Going Concern section, we have determined the matters described below

to be the key audit matters to be communicated in our report.


Business Combination

Area of focus – refer also Notes 15, 16 & 17 How our audit addressed it

The Group acquired a significant subsidiary,

NewOldStamp, on 1 November 2022. This

transaction has been accounted for as a

business combination under NZ IFRS 3

Business Combinations.

The process to determine the appropriate

accounting treatment and related disclosures

in the financial statements involves significant

technical complexity and judgement. We

therefore considered this to be a key audit

matter.

This transaction has resulted in recognition of

several significant balances in the Statement

of Financial Position on acquisition:

• Intangible Assets of $1.5m

• Goodwill of $2.6m

• Contingent Consideration Liability of

$1.1m

Our audit procedures included:

— Analysed the Group’s Business Combination

accounting for compliance with NZ IFRS 3

— Reviewed the underlying supporting

documentation of the transaction

— Engaged an expert third party to test the valuation

of the Intangible Assets and the Contingent

Consideration

— Tested the calculations and key assumptions for

determining the Contingent consideration and the

accounting treatment

— Ensured appropriate disclosure has been included

in the financial statements


Shareholder Loan & associated Warrants

Area of focus – refer also Notes 21 & 26 How our audit addressed it

In November 2022 the Group obtained a loan

of $2.4m from a shareholder with an interest

rate of 1% and issued 2.5 million warrants

convertible to fully paid ordinary shares of the

company at below market price.

The process to determine the appropriate

accounting treatment in the financial

statements involves significant technical

complexity and judgement. We therefore

considered this to be a key audit matter.


Our audit procedures included:

— Reviewed the underlying supporting

documentation of the transaction and investigated

whether the accounting treatment was in

compliance with NZ IFRS

— Engaged an expert third party to test the valuation

of the financial statement impacts

— Ensured appropriate disclosure has been included

in the financial statements



55

Blackpearl Group - FY23 Annual Report




|


57


A further description of our

responsibilities for the audit of these financial statements is located at the

External Reporting Board (XRB) website at:


Audit Report 1 » XRB

.


This description forms part of our

independent auditor’s report.



The engagement director


on the audit resulting in this independent auditor’s report is


Darren Wright

.


Restriction on Distribution and Use


This report is


made solely to the Company’s


shareholders

, as a body. Our audit work has been undertaken

so that we might state to the Company’s


shareholders


those matters which we are required to state to them

in an auditor’s report and for no other purpose. To the full

est extent permitted by law, we do not accept or

assume responsibility to anyone other than the Company and the Company’s


shareholders

, as a body, for

our audit work, for this report or for the opinions we have formed.




William Buck Audit (NZ) Limited


Auckland



30


June 2023






| 56


Other Matter

The consoli dated financial statements of the Group for the year ended 31 March 2022 were audited by

another auditor who expressed an unmodified opinion on those consolidated statements on 31 August

2022.

Information Other than the Consolidated Financial Statements and

Auditor’s Report Thereon

The directors are responsible for the other information. The other information comprises the information

included in the Annual report on pages 4 - 49, including Messages from the Chair and CEO, Strategic

Overview, Corporate Governance Statement and Additional Statutory Information, but does not include the

consolidated financial statements and our auditor’s report thereon.


Our opinion on the consolidated financial statements does not cover the other information and we do not

express any form of audit opinion or assurance conclusion thereon.


In connection with our audit of the consolidated financial statements, our responsibility is to read the other

information and, in doing so, consider whether the other information is materially inconsistent with the

consolidated financial statements or our knowledge obtained in the audit or otherwise appears to be

materially misstated. If, based on the work we have performed, we conclude that there is a material

misstatement of this other information, we are required to report that fact. We have nothing to report in this

regard.

Directors’ Responsibilities

The directors are responsible on behalf of the Group for the preparation of consolidated financial

statements that give a true and fair view in accordance with New Zealand equivalents to International

Financial Reporting Standards, and for such internal control as the directors determine is necessary to

enable the preparation of consolidated financial statements that are free from material misstatement,

whether due to fraud or error.


In preparing the consolidated financial statements, the directors are responsible for assessing the Group’s

ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using

the going concern basis of accounting unless the directors either intend to liquidate the Group or to cease

operations, or have no realistic alternative but to do so.

Auditor’s Responsibilities for the Audit of the Consolidated Financial

Statements

Our objectives are to obtain reasonable assurance about whether the consolidated financial statements as

a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report

that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an

audit conducted in accordance with ISAs (NZ) will always detect a material misstatement when it exists.

Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate,

they could reasonably be expected to influence the economic decisions of users taken on the basis of these

consolidated financial statements.


57

Blackpearl Group - FY23 Annual Report

Financial Statements
Consolidated Statement of Profit or Loss and

Other Comprehensive Income

For the year ended 31 March 2023

Notes20232022

$$

Subscription revenue61,430,746 726,526

Cost of sales

Reseller commissions(40,770)(35,205)

Personnel expenses8(234,060)(142,777)

Hosting and server costs(382,151)(331,787)

Merchant bank fees (73,036)(24,371)

Gross profit700,729 192,386

Other revenue7179,888 172,667

Personnel expenses8(3,590,928)(2,564,780)

Operating expenses9(2,597,690)(1,731,071)

Administrative expenses9(1,730,129)(604,373)

Finance income102,822 171

Finance costs10(135,362)(28,309)

Loss before income tax(7,170,670)(4,563,309)

Net income tax credit11 270,022 215,910

Loss for the year attributable to owners of the parent(6,900,648)(4,347,399)

Other comprehensive income (that may be subsequently

reclassified through profit or loss)

Exchange differences on translation of foreign operations(103,725)(1,780)

Total comprehensive loss for the year(7,004,373)(4,349,179)

Earnings per share20232022 Restated

Basic loss for the year attributable to owners24(0.21)(0.15)

Diluted loss for the year attributable to owners24(0.21)(0.15)

*prior year earnings per share figures have been restated as a result of a share split - see Note 23

Consolidated Statement of Financial Position

As at 31 March 2023

The accompanying notes form part of these consolidated financial statements.

Notes

At 31 March

2023

At 31 March

2022

$$

Assets

Current assets

Cash and cash equivalents121,759,268900,588

Trade and other receivables13301,599 221,047

Income tax receivable3,846 219,756

Prepayments69,828 37,168

Total current assets 2,134,541 1,378,559

Non-current assets

Property, plant and equipment1421,597 25,007

Goodwill152,872,493 -

Intangible assets151,659,872 333,231

Total non-current assets 4,553,962 358,238

Total assets 6,688,503 1,736,797

Liabilities

Current liabilities

Trade and other payables19511,008 242,883

Employee entitlements20195,313 151,936

Current contingent consideration17576,941 -

Current loans and borrowings211,291,790 27,888

Contract liabilities6481,402 6,128

Total current liabilities 3,056,454 428,835

Non-current liabilities

Non-current contingent consideration17481,919 -

Non-current loans and borrowings211,093,907 339,974

Total non-current liabilities 1,575,826 339,974

Total liabilities 4,632,280 768,809

59

Blackpearl Group - FY23 Annual Report

Financial Statements
Consolidated Statement of Financial Position

As at 31 March 2023

Consolidated Statement of Changes in Equity

For the year ended 31 March 2023

Notes

At 31 March

2023

At 31 March

2022

$$

Equity

Share capital23 28,545,173 22,012,727

Accumulated losses (29,796,748) (22,672,146)

Share based payment reserve25 2,687,853 1,419,248

Shareholder warrants reserve26 515,511 -

Foreign currency translation reserve 104,434 208,159

Equity attributable to the owners 2,056,223 967,988

Total liabilities and equity 6,688,503 1,736,797

Signed for and on behalf of the board:

Nicholas Lissette

Date: 30 June 2023

Timothy Crown

Date: 30 June 2023

Notes

Share

capital

Accumulated

losses

Share

based

payment

reserve

Share

warrants

reserve

Foreign

currency

translation

reserve

Total

$$$$$$

Balance at 31 March 202222,012,727(22,672,146)1,419,248-208,159967,988

Loss for the year-(6,900,648)---(6,900,648)

Translation differences of

foreign operations

----(103,725)(103,725)

Transactions with owners in their capacity as owners

Issue of share capital236,082,758-(608,545)--5,474,213

Distribution to owners to

extinguish pre-dividend

loan

23223,954(223,954)----

Share based payments25608,545-759,056--1,367,601

Equity classified

contingent consideration

25--1,118,094--1,118,094

Transaction costs arising

on share issue

9A(382,811)----(382,811)

Share warrants issue26---515,511-515,511

Balance at 31 March 202328,545,173(29,796,748)2,687,853515,511104,4342,056,223

Balance at 31 March 202120,597,057(18,324,747)1,251,421-209,9393,733,670

Loss for the year-(4,347,399)---(4,347,399)

Translation differences of

foreign operations

----(1,780)(1,780)

Transactions with owners in their capacity as owners

Issue of share capital231,415,670----1,415,670

Employee share based

payments

25--167,827--167,827

Balance at 31 March 202222,012,727(22,672,146)1,419,248-208,159967,988

The accompanying notes form part of these consolidated financial statements.

61

Blackpearl Group - FY23 Annual Report

The accompanying notes form part of these consolidated financial statements.
Notes20232022

$$

Cash flows from operating activities

Cash receipts from customers1,688,631 714,261

Cash paid to resellers for their commission(85,505)(4,369)

Cash paid to suppliers and employees(7,173,622)(4,909,742)

Receipt of government grants180,244 141,292

GST payments(33,273)4,691

US Federal taxes paid(178)(46,714)

NZ Income tax refund215,910 305,178

Interest Paid- (89)

Net cash used in operating activities 32(5,207,793)(3,795,492)

Cash flows from investing activities

Purchase of property, plant and equipment(12,344)(11,705)

Acquisition of Newoldstamp(783,608)-

Acquisition and development of intangible assets(184,642)-

Proceeds on disposal of property, plant and equipment- 975

Interest received2,822 100

Net cash used in investing activities (977,772)(10,630)

Cash flows from financing activities

Payment of principal portion of lease liabilities- (16,889)

Cash receipts from sublease payments- 5,742

Repayment of loans and borrowings(5,200)-

Proceeds from borrowings2,400,000 -

Direct costs incurred in issuing equity(291,112)-

Cash receipts from issue of share capital4,991,330 1,415,670

Net cash from financing activities 327,095,018 1,404,523

Consolidated Statement of Cash Flows

For the year ended 31 March 2023

Notes20232022

$$

Net increase/(decrease) in cash and cash equivalents909,453 (2,401,599)

Opening cash and cash equivalents at beginning of the year900,588 3,303,958

Effect of exchange rate fluctuations on cash held(50,773)(1,771)

Cash and cash equivalents at year end121,759,268 900,588

Financial Statements

63

Blackpearl Group - FY23 Annual Report

Notes to the consolidated financial statements
For the year ended 31 March 2023

1. REPORTING ENTITY

Black Pearl Group Limited (the 'Company') is a limited liability company incorporated and domiciled in New Zealand,

registered under the Companies Act 1993.

The Company is a profit-oriented entity and are engaged in the business of building, acquiring, and marketing data-driven

cloud services, consisting of a suite of productivity and demand generation applications for small and medium-sized

businesses.

2. BASIS OF PREPARATION

The consolidated financial statements comprise the results and financial position of the Company and its wholly owned

subsidiaries, Black Pearl Mail Incorporated and Newoldstamp Limited (together the 'Group') for the year ended 31 March

2023.

Statement of compliance

The consolidated financial statements have been prepared in accordance with the Companies Act 1993 and with New

Zealand Generally Accepted Accounting Practice ('NZ GAAP'). These consolidated financial statements are Tier 1 for-profit

entity that comply with the New Zealand Equivalents to International Financial Reporting Standards ('NZ IFRS'), other New

Zealand accounting standards and authoritative notices that are applicable to entities that apply NZ IFRS.

They comply with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards

Board (IASB) applicable to companies reporting under IFRS.

The consolidated financials statements are presented in New Zealand dollars, rounded to the nearest dollar.

These financial statements have been prepared on a going concern basis which assumes continuity of normal business

activities and the realisation of assets and the settlement of liabilities in the normal course of business - for more detail

refer to Note 28.

Basis of measurement

The consolidated financial statements are prepared on the historical cost basis, apart from certain assets and liabilities

which are initially measured at fair value.

Functional and presentational currency

The financial results of each entity within the consolidated Group is measured using the currency of the primary economic

environment in which that entity operates (the 'functional currency'). The consolidated financial statements are presented

in New Zealand dollars, which is the Company's functional currency and the Group's presentational currency.

Certain balances have been reclassified in the comparative period to reflect Management's current classification of costs.

3. CRITICAL ACCOUNTING ESTIMATES, ASSUMPTIONS AND JUDGEMENTS

In preparing these consolidated financial statements, estimates and assumptions have been made concerning the

future. These estimates and assumptions may differ from the subsequent actual results. Estimates and assumptions are

continually evaluated and are based on historical experience and other factors, including expectations or future events

that are believed to be reasonable under the circumstances.

These estimates and assumptions that have a significant risk of causing material adjustments to the carrying amount of

assets and liabilities within the next financial year are:

• Estimated useful life of capitalised software development costs - Note 15

• Fair value estimation for balances and transactions from the Newolstamp acquisition - Note 16

• Estimation of prevailing market interest rate for below-market term loans - Note 21

• Fair value estimation of contingent consideration as part of the Newoldstamp acquisition - Notes 16 and 17

• Fair value estimation of share price at grant date for share-based compensation - Note 25

• Value of the share warrants - Note 26

Management has exercised the following critical judgements in applying accounting policies:

• Subscription revenue performance obligations and satisfaction of those obligations - see Note 6

• Agent vs principal determination for subscription resellers - see Note 6

• Accounting for payments as government grants - see Note 7

• Equity classification of contingent consideration as part of the Newoldstamp acquisition - Note 16

• Impairment of cash generating units - Note 18

• Preparation under the going concern assumptions - see Note 28

• Classification of the share warrants as an equity instrument - see Note 26

• Share warrants and shareholder loan as linked instruments - see Note 26

4. ACCOUNTING POLICIES

Significant accounting policies are included in the notes to which they relate.

Significant accounting policies that do not relate to a respective note are outlined below.

Standards issued but not yet effective

Certain new accounting standards and interpretations have been published that are not mandatory for the current

reporting period and have not been early adopted by the Group. These standards are not expected to have a material

impact on the Group in the current or future reporting periods and on foreseeable future transactions.

Basis of consolidation

Subsidiaries are entities over which the Group has control. The Group controls an entity when the Group is exposed to, has

rights to, variable returns from its involvement with the entity and has the ability to affect those returns through its power

over the entity. Subsidiaries are fully consolidated from the date on which control is transferred to the Group.

All subsidiaries have a reporting date of 31 March. All intra-group balances and transactions, and unrealised profits and

losses arising from intra-group transactions are eliminated in preparing the Group financial statements.

Goods and Services Tax

All amounts are shown exclusive of Goods and Services Tax (GST) and other indirect taxes except for trade receivables and

trade payables that are stated inclusive of GST.

Statement of Cash Flows

The cash flow statement is prepared exclusive of GST, which is consistent with the method used in the statement of profit

or loss and comprehensive income. Definitions of the terms used in the cash flow statements:

• Operating activities are the principal revenue-producing activities of the Group and includes all transactions and

other events that are not investing or financing activities.

• Investing activities are those activities relating to the acquisition and disposal of long-term assets and other

investments not included in cash equivalents.

• Financing activities are those activities relating to changes in the size and composition of the contributed equity and

borrowings of the Group.


Financial Statements

65

Blackpearl Group - FY23 Annual Report

Foreign currency translations
Transactions and balances

Foreign currency transactions are initially translated to the Group's functional currency using the prevailing exchange

rates at the dates of the transactions. Foreign exchange gains and losses resulting from the settlement and from the

revaluation of monetary assets and liabilities denominated in foreign currencies are recognised in profit or loss.

Consolidation of foreign operation's transactions and balances

The results and financial position of the Company's subsidiary, prior to consolidation, are translated into the Group's

presentation currency as follows:

• Assets and liabilities are translated at the closing rate at the date of the Statement of Financial Position;

• Income and expenses are translated using the average exchange rates for the relevant year (unless the average is

not a reasonable approximation of the cumulative effect of the rates prevailing on transaction dates, in which case

income and expenses are translated at the dates of the transactions);

• Translation differences arising from the intercompany loan are recognised through profit or loss; and

• Except for the translation differences arising from the intercompany loan, all translation differences are recognised

through other comprehensive income and are recorded through the foreign currency translation reserve.

Fair value estimation

The Group measures certain balances and transactions at fair value either at initial recognition or subsequently. In order

to determine these fair values, valuation techniques are utilised. To provide an indication about the reliability of the inputs

used in determining fair value, the Group has identified what level of input is utilised in the valuation in the note for each

balance or transaction. An explanation of each level is below.

• Level 1 - The fair value of the asset, liability or instrument is traded in active markets and is based on quoted market

prices at the end of the reporting period.

• Level 2 - The fair value of the asset, liability or instrument which is not traded in an active market and is determined

using valuation techniques which maximise the use of observable market data and rely as little as possible on entity-

specific estimates.

• Level 3 - If one or more of the significant inputs is not based on observable market data, the asset, liability, or

instrument is included in Level 3.

5. OPERATING SEGMENTS


Accounting policy

Operating segments are components of an entity, engaged in business activities which may earn revenues and incur

expenses, whose operating results are:

• regularly reviewed by an entity's chief operating decisions makers ('CODM');

• used by the CODM to make decisions about resources to be allocated to the segment;

• used by the CODM to assess the performance of the segment; and

• where discrete financial information is available.

Basis for operating segments

For the 31 March 2023 financial year, the Group had two reportable segments based off the Group's major product

subscriptions available during the year: Black Pearl Mail and Newoldstamp. These segments have been determined based

on how the CODM reviews financial and operational performance, and the allocation of resources across the Group. The

Group's CODM is the chief executive officer and the board of directors.

Financial performance information reviewed by CODM

The financial information presented for the reportable segments are the main financial performance indicators the CODM

reviews for allocation of resources and reviewing performance. The main information the CODM reviews is the subscription

fees, marketing costs and personnel expenses. This information is reviewed at least quarterly along with the metrics below.

20232022

Black Pearl MallNewoldstampGroupBlack Pearl MailNewoldstampGroup

$$$$$$

Subscription fees

- cash collected

1,257,554 431,077 1,688,631 714,261 - 714,261

Subscription

fees - accrual

adjustment

(26,399)(231,486)(257,885) 12,265 - 12,265

Other revenue

streams

182,710 - 182,710 172,667 - 172,667

Total revenue 1,413,865 199,591 1,613,456 899,193 - 899,193

Marketing780,309 135,639 915,948 758,648 - 758,648

Personnel

expenses and

contractor costs

3,750,941 703,218 4,454,159 2,707,557 - 2,707,557

Other expenses3,277,330 136,689 3,414,019 1,996,297 - 1,996,297

Net loss before

tax

6,394,715 775,955 7,170,670 4,563,309 - 4,563,309

*revenue does not include intra-group or intra-segment amounts

Financial Statements

67

Blackpearl Group - FY23 Annual Report

20232022
Black Pearl MailNewoldstampGroupBlack Pearl MailNewoldstampGroup

$$$$$$

United States674,444 119,444 793,888 383,846 - 383,846

Australia277,555 11,403 288,958 166,502 - 166,502

New Zealand124,945 1,167 126,112 92,466 - 92,466

Canada93,414 9,768 103,182 45,242 - 45,242

United Kingdom39,577 11,774 51,351 23,451 - 23,451

Other21,220 46,035 67,255 15,019 - 15,019

Tota l1,231,155 199,591 1,430,746 726,526 - 726,526

Operating segments

In the previous financial year, the entire Group was considered as a single operating segment as the Group collectively

operated and focused on its core product, Black Pearl Mail. With the acquisition of Newoldstamp, the Group considers

there to be two operating segments as CODM are managing and assessing performance and allocating resources by

product offering. The Group have recently launched Black Pearl Diver as the newest feature of the Pearl Engine platform.

This is included in the Black Pearl Mail operating segment, as they leverage the same technology base. The Group

continues to operate collectively, with business activities and strategic decisions made at the Group level.

Geographical information

The Group has extensive international coverage, with the United States being its primary market for subscribers.

The following is breakdown of subscription revenue earned from customers for the top five locations of each segment,

which collectively represent 95% of the Group's total subscription revenue.

6. SUBSCRIPTION REVENUE

Accounting policy

Subscription revenue is comprised of recurring monthly, quarterly and annual fees from subscribers to the Black Pearl

Mail ('BPM') and Newoldstamp ('NOS') cloud-based software. Subscriptions are made directly through the BPM and

NOS websites, or through resellers. Revenue is recognised on a straight-line basis across the term of the subscription. A

receivable for subscription revenue is recognised once unconditional payment is due from the customer. Typically, this is

when the customer signs up to the subscription or when a subscription is renewed as contractually agreed.

Payments received in advance of the subscription term are recognised as contract liabilities. Contract liabilities are

reduced as revenue is recognised across the term of the subscription. Because payments are collected in advance of the

subscription, the Group has no contract assets.

• BPM subscriptions

These are mainly comprised of recurring monthly fees from subscribers, but there is an option for customers to pay for

longer subscriptions in advance. Customers on monthly subscriptions are invoiced at the start of each subscription

month. Customers who choose to pay for longer subscriptions are invoiced at the start of the subscription period, and

revenue is recognised on a straight line basis across the term of the subscription.

• NOS subscriptions

These are comprised of recurring monthly, quarterly and annual fees from subscriptions. The majority of customers

are on annual subscriptions. Customers are invoiced at the start of each subscription period and revenue is deferred

upon payment and recognised on a straight line basis across the term of the subscription. NOS subscriptions account

for the majority of the Group's contract liabilities.


Resellers earn commission for their services which is amortised over the term of the contract. For contracts that are less

than 12 months, a practical expedient is applied and the commission is expensed when incurred.

Significant judgements applied

Application of NZ IFRS 15 Revenue from contracts with customers

The agreed subscription price with the customer is the transaction price. The Group's performance obligations for

subscriptions to BPM and NOS consist of the access provided to the platform and its related features, as well as related

support provided over the subscription term. These services are provided simultaneously during the subscription period

and revenue is recognised over time as the services are performed.

Principal vs agent assessment in reseller arrangements

In a reseller arrangement, the subscription contract is made between the customer and the reseller. The Group is the

principal in the transaction because the subscription services the customer is entitled to are controlled and mainly

provided by the Group. The Group holds the primary responsibility for providing the subscription services to customers

(including issuing and managing all active licences) and ensuring the software is operating as required. The Group is also

responsible for providing all substantial on-going customer support to customers. The Group records the full transaction

price as revenue and the reseller commission as an expense.

In the following table, revenue from contracts with customers is disaggregated between its direct sales and reseller sales.

Reconciliation to total subscription revenue20232022

$%$%

Total direct sales1,301,97991639,78688

Total reseller sales128,767986,74012

Total subscription revenue1,430,746100726,526100

Financial Statements

69

Blackpearl Group - FY23 Annual Report

The Group reviewed the requirements of NZ IFRS 15 Revenue from contracts with customers on a portfolio basis, being
contracts for sales directly with customers (‘Direct Sales’) and customers obtained through resellers (‘Reseller Sales’). This is

because the BPM and NOS performance obligations for all Direct Sales are identical, and all its performance obligations

under Reseller Sales are largely identical. The Group has no significant financing components in any of its contracts with

customers.

The following table summarises information about the subscription revenue receivables and contract liabilities:

Additional information about contract liabilities

As part of the acquisition of the Newoldstamp business, the Group assumed contract liabilities of $169,592 on the

acquisition date for subscriptions paid in advance with outstanding service periods. The Group recognised $70,663 of

revenue as the required services were provided for the Newoldstamp contract liabilities in other revenue - see Note 7.

The balance of the contract liabilities assumed as part of the acquistion, at the reporting date, is $98,929.

7. OTHER REVENUE

Accounting policy

Government Grants

Government grants are recognised at their fair value where there is reasonable assurance that the grants will be received,

and all attaching conditions will be complied with. When the grant relates to an expense item, it is recognised as income

on a systematic basis over the periods necessary to match the grant to the costs that it is intended to compensate.

Significant judgements

Research and Development tax credit incentive

The Group receives a tax incentive related to expenses incurred for research and development purposes. This incentive

can take the form of a credit against income tax payable or a cash payment. As the Group is in a loss position, this

incentives takes the form a cash payment, not a reduction in tax payable. The Group considers that the most appropriate

recognition of this amount is as a government grant, as the conditions are highly specific, there are conditions not related

to tax positions and the payment is in cash. The Group has met all requirements and conditions attached to the grant at

balance date.

8. PERSONNEL EXPENSES

Accounting policies

Salaries and wages

Salaries and wages are recognised as an expense as employees provide services.

20232022

$$

Government grants109,225 171,470

Fair value write-down of below market-term loans from the government - see Note 21- 1,197

Amortisation of Newoldstamp contract liabilities70,663 -

Total other revenue 179,888 172,667

20232022

$$

Receivables, included in trade and other receivables 135,369 16,263

Contract liabilities 481,402 6,128

20232022

$$

Salaries and wages2,937,219 2,411,103

Kiwisaver employer contributions68,059 52,109

Sales commissions44,734 37,861

Employee share-based compensation expense - see Note 25759,056 167,827

Increase in employee entitlements - see Note 2015,920 38,657

Total personnel expenses 3,824,988 2,707,557

Financial Statements

71

Blackpearl Group - FY23 Annual Report

Administrative expenses20232022
$$

Bank fees6,144 3,642

Director fees26,666 -

Accounting fees133,259 25,666

Auditor's remuneration108,844 96,000

Depreciation and amortisation385,052 154,202

Insurance40,715 25,222

Other expenses263,507 230,090

Travel expenses193,791 21,394

Legal fees25,663 13,361

Initial costs associated with listing540,082 -

Net foreign exchange (gains)/losses6,406 34,796

Total administrative expenses 1,730,129 604,373

9. OPERATING COSTS AND ADMINISTRATIVE EXPENSES

Auditor’s remuneration

The Group's auditor for the consolidated financial statements for the year ended 31 March 2023 is William Buck Audit (NZ)

Limited ('William Buck'). The Group's previous auditor was Baker Tilly Staples Rodway ('Baker Tilly'). Auditor's remuneration

for the year includes $106,000 for William Buck's audit (NZ) Limited of the Group's consolidated financial statements for the

year, and $2,844 paid to Baker Tilly for agreed upon procedures for revenue recognition.

No other services have been provided by William Buck or Baker Tilly during the period (2022: Baker Tilly, audit services only

and no other services).

Leases accounting policy

The Group assesses at contract inception whether a contract contains a lease. The Group recognises a right-of-use asset

and lease liabilities for contracts that contain a lease, except for when the practical expedient is applied by the Group

when the lease is short term i.e. 12 months or less, or the underlying asset is of low value.

The Group has a month-to-month office space agreement for its Wellington operations. The Group have applied the short

term practical expedient; rental payments due to the landlord for the office space are recognised as an expense when

they fall due.

The total office rental expense recognised in Other expenses is $141,067 (2022: $134, 924). The Group has no other lease

contracts.

EQUITY TRANSACTION COSTS


Accounting policy

Transaction costs incurred in issuing or acquiring own equity instruments are accounted for as a deduction from equity,

to the extent they are directly attributable to the equity transaction that otherwise would have been avoided. Transaction

costs related to an equity transaction that is abandoned are recognised as an expense.

During the year, the Group incurred $382,811 of costs during the Company's capital raise in November 2022. Of the total cost,

$91,699 was settled through the issue of shares - see more detail in Note 25.

The costs were mainly from consulting firms, charging a fee based on a percentage against capital raised from investors

they had introduced to the Company (2022: none). These costs have been allocated to share capital.

10. NET FINANCE COSTS

Accounting policy

Borrowing costs are recognised as an expense in the financial year in which they are incurred.

Below-market term loans are subsequent measured at amortised cost which the recognition of interest as part of applying

the effective interest method. As the below-market term loans is amortised to its present value at reporting date, this

includes the recognition of borrowing costs as per above i.e. actual interest payable, and a separate interest expense for

the unwind of the initial fair value discount. For more details on below-market term loan accounting, see Note 21.

Operating costs20232022

$$

Advertising and marketing915,948 758,648

Contractors629,171 -

Hosting and Server development costs97,311 95,263

IT service costs187,770 114,551

Consulting costs765,863 759,852

Membership fees1,627 2,757

Total operating costs 2,597,690 1,731,071

9A

Finance costs20232022

$$

Interest accrued on loans and borrowings21,356 -

Amortisation of below-market term loans (fair value unwind)114,006 28,031

Interest on lease liabilities- 278

Total finance costs 135,362 28,309

Finance income

Interest on net investment in sublease- 71

Bank interest earned2,822 100

Total finance income 2,822 171

Net finance costs 132,540 28,138

Financial Statements

73

Blackpearl Group - FY23 Annual Report

11. INCOME AND DEFERRED TAX
Accounting policy

Tax expense comprises current and deferred tax. Income tax is recognised in the statement of profit or loss and other

comprehensive income except when it relates to items recognised directly in equity (in which case the income tax is

recognised in equity). Income tax is based on tax rates and regulation enacted in the jurisdiction in which the entities

operate.

Deferred tax assets on deductible temporary differences have been recognised to the extent taxable temporary

differences exist in the same tax jurisdiction. No deferred tax asset is recognised in excess of the available taxable

temporary differences, due to the uncertainty of when the asset can be utilised.

Deferred tax is recognised in respect of temporary differences between the carrying amount of asset and liabilities for

financial reporting purposes and the amounts used for taxation purposes. The amount of deferred tax is based on the

expected manner of realisation of the carrying amount of assets and liabilities, using tax rates enacted or substantially

enacted at the end of the reporting period. A deferred tax asset is recognised only to the extent that it is probable that

future taxable profits will be available, against which the asset can be utilised.

In previous years, the Company claimed Research and Development cash out of tax losses. This resulted in tax losses

generated being paid to the Company as cash in exchange for forfeiting these losses. The cash received from these losses

is required to be repaid to the Inland Revenue Department if certain events occur (including a liquidator being appointed,

disposal of assets generated from research and development, the entity ceases to be an NZ resident company or more

than 90% of the Company's shareholding has changed since the Company first claimed the cash out. The Company has

considered these requirements and none of these events have occurred. The total amount of cash received to date is

$1,314,389 (2022: $1,098,479). The Group has no receivable in relation to cash out of tax losses at 31 March 2023 (2022: $219,756).

Now that the Company is listed on the New Zealand Stock Exchange, it is no longer eligible to claim the Research and

Development cash out of tax losses.

Deferred tax assets on deductible temporary differences have been recognised to the extent taxable temporary

differences exist in the same tax jurisdiction. No deferred tax asset is recognised in excess of the available taxable

temporary differences, due to the uncertainty of when the asset can be utilised.

The Group has unrecognised deferred tax assets (apart from tax losses) related to deductible temporary differences

totalling $292,875 (2022: $293,596). The Company has New Zealand tax losses of $18,523,671, available for use against future

taxable profits, subject to the New Zealand Tax Legislation requirements being met (2022: $12,975,260, being the $12,654,381

as reported in last year's financial statements with an additional $320,879 identified on completion of the Company's tax

return for 2022).

The subsidiary incorporated in the United States has federal tax losses of USD $2,139,420 in 2023 and 2022 and Arizona

State tax losses of USD $2,160,124 in 2023 and 2022, which are available indefinitely for use against future taxable profits. No

deferred tax asset has been recognised for tax losses as the Group has assessed there is not a probability of utilising these

losses in the near future due to the current loss position.

The following is a breakdown of the Group’s deferred tax balances:

12. CASH AND CASH EQUIVALENTS

Accounting policy

Cash and cash equivalents includes deposits held on call with banks, and other short-term highly liquid investments with

original maturities of three months or less.

20232022

$$

Net loss before income tax(7,170,670)(4,563,309)

At the New Zealand statutory income tax rate of 28% (2021: 28%)(2,007,788)(1,277,727)

Non-deductible expenditure189,3275,830

Unrecognised tax losses1,548,4391,055,987

Income tax expense/(credit)(270,022)(215,910)

Income tax credit comprised of

Recognition of deferred tax balances from the NOS business acquisition(270,022)-

Research and Development cash out of tax losses-(215,910)

20232022

Opening

balance at

1 April

Charged

to profit

or loss

Recognised

in goodwill

as part of

business

combination

Deferred

tax asset

balance at

31 March

Opening

balance

at 1 April

Charged

to profit or

loss

Deferred

tax asset

balance at

31 March

$$$$$$

Leases----3,056(3,056)-

Borrowings(28,994)1,993-(27,001)(33,208)4,214(28,994)

Intangible

assets

(93,305)(101,437)(270,022)(464,764)(131,491)38,186(93,305)

Share based

payments

103,793359,478-463,271143,427(39,634)103,793

Employee

entitlements

18,5069,988-28,49418,21629018,506

Tax losses-------

Tota l-270,022(270,022)----

20232022

$$

Cash and cash equivalents 1,759,268 900,588

Total cash and cash equivalents 1,759,268 900,588

Financial Statements

75

Blackpearl Group - FY23 Annual Report

13. TRADE AND OTHER RECEIVABLES
Accounting policy

Short-term receivables are recorded at the amount due, less an allowance for credit losses. The Group applies the

simplified expected credit loss model of recognising lifetime expected credit losses for receivables. In measuring expected

credit losses, short-term receivables have been assessed on a collective basis as they possess shared credit risk

characteristics. They are grouped based on the days past due. Based on collection history and expectation of collection

of current balances the Group has determined that any ECL provision would be trivial and therefore has not recorded a

provision.

Short term-receivables are written off when there is no reasonable expectation of recovery. Indicators that there is no

reasonable expectations of recovery include the debtor being in liquidation or the receivable being more than one year

overdue (in default).

14. PROPERTY, PLANT AND EQUIPMENT

Accounting policy

All property, plant and equipment are measured at cost less accumulated depreciation and accumulated impairment

losses. Cost includes expenditures that are directly attributable to the acquisition of the asset. Subsequent expenditure

is only capitalised if the future economic benefits associated with the expenditure will flow to the Group. Ongoing repairs

and maintenance are expensed as incurred.

Gains and losses on disposals are determined by comparing proceeds with the carrying amount of the underlying asset.

These gains or losses are included in profit or loss. Depreciation is recognised in profit or loss on a straight-line basis over

the estimated useful lives of each part of an item of property, plant and equipment. Depreciation methods, useful lives and

residual values are reviewed and adjusted, if appropriate, at each reporting date.

The only class of PPE is computer and office equipment, which is depreciated across a 2 year useful life.

The property, plant and equipment carrying value is reassessed at each balance sheet date for impairment. No indicators

of impairment were identified at year end (2022: nil).

15. INTANGIBLE ASSETS (INCLUDING GOODWILL)

Accounting policy

Internally‑generated intangible assets

An internally-generated intangible asset arising from development (or from the development phase of an internal project)

is recognised if, and only if, all of the following conditions have been demonstrated:

• the technical feasibility of completing the intangible asset so that it will be available for use or sale;

• the intention to complete the intangible asset and use or sell it;

• the ability to use or sell the intangible asset;

• how the intangible asset will generate probable future economic benefits;

• the availability of adequate technical, financial and other resources to complete the development and to use or sell

the intangible asset; and

• The ability to measure reliably the expenditure attributable to the intangible asset during its development.


The amount initially recognised for internally-generated intangible assets is the sum of the directly attributable cost

necessary to create, produce, and prepare the asset from the date when the intangible asset first meets the recognition

criteria listed above. Where no internally-generated intangible asset can be recognised, development expenditure is

recognised in profit or loss in the period in which it is incurred.

Subsequent to initial recognition, internally-generated intangible assets are reported at cost less accumulated

amortisation and accumulated impairment losses.

These are included in the Capitalised Development Cost intangible asset class.

20232022

$$

Trade receivables 135,369 16,263

GST receivable 54,161 20,888

Government grant receivable (RDTI) 109,225 180,244

Other receivables 2,844 3,652

Total trade and other receivables 301,599 221,047

20232022

Cost$$

Balance at 1 April72,22670,827

Additions12,34411,705

Disposals(4,056)(10,309)

Translation difference6203

Balance at 31 March81,13472,226

Depreciation and impairment losses

Balance at 1 April47,21937,543

Depreciation for the year15,41517,823

Disposals(3,605)(8,144)

Translation difference508(3)

Balance at 31 March59,537 47,219

Carrying amount 21,597 25,007

Financial Statements

77

Blackpearl Group - FY23 Annual Report

Customer contracts
The customer contracts were acquired as part of a business combination - see Note 16 for more details.

They are recognised at their fair value at the date of acquisition and are subsequently amortised on a straight-line basis

based on the timing of projected cash flows of the contracts over their expected life.

Capitalised software development acquired

The Newoldstamp software was acquired as part of a business combination - see Note 16 for more details.

The fair value was determined by using the cost to rebuild approach, measuring the cost to developer time and other

directly attributable costs necessary to rebuild the asset in its current state. These costs considered as part of the

valuation are consistent with the Group's accounting policy on internally-generated intangible assets and is consistent

with costs that would be incurred by a market participant. The value was then adjusted for the expected remaining useful

life of the asset.

It is subsequently amortised on a straight-line basis based on the remaining useful life of the asset. This asset is included

as part of Capitalised Development Cost.

Goodwill

Goodwill arising from business combinations is measured as the excess of the sum of the consideration transferred over

the net identifiable assets acquired and liabilities assumed - see Note 16 for more detail.

Goodwill is not amortised but is tested for impairment annually, or more frequently if events or changes in circumstances

indicate that it might be impaired and is carried at cost less accumulated impairment losses. For impairment testing, refer

to Note 18. An impairment loss recognised for goodwill is not reversed in a subsequent period.

Amortisation of intangible assets with finite useful lives

The Group amortises intangible assets with a limited useful life using the straight-line method over the following

periods. Amortisation methods, useful lives and residual values are reviewed at each financial year-end and adjusted if

appropriate.

Website 5 years

Capitalised development costs 10 years

Customer contracts 2.5 years

Critical accounting estimates

The estimated useful life of its capitalised development costs and customer contracts are critical accounting estimates.

Capitalised development costs

This includes capitalised development work in relation to the Black Pearl Mail software (the 'BPM software') and the

Newoldstamp software (the 'NOS software'). The useful life of the BPM software is 10 years and the remaining useful life of

the NOS software is 5 years. Management considered industry practice, the nature of the asset and previous experience in

determining the useful life. The useful life of 10 years for the BPM software is higher than the industry average (6 years), due

to the more stable environment the Group operates in, resulting in less frequent obsolescence of intangible assets than the

industry norm.

Customer contracts

The useful life of the contracts were estimated based on the expected life of the contracts the Group acquired as part of

the business combination. The Group's estimated useful life of 2.5 years (30 months) was determined through analysis of

the underlying customer data for the NOS software customers for the past three years, reviewing specific metrics such as

churn rates and average lifetime values.

The intangible asset carrying value is reassessed as at each balance sheet date for impairment. The Group completed

impairment testing for its cash-generating units, specifically goodwill but included the intangible assets attributable to

each cash-generating unit - for more detail, refer to Note 18. No impairment is identified at year end (2022: nil).

GoodwillCustomer contractsWebsiteCapitalised Dev CostsTotal

Cost $$$$$

Balance at 1 April 2022 - - 36,030 1,292,784 1,328,814

Acquired through

business combination

2,872,493 1,133,958 - 377,677 4,384,128

Additions - - 110,054 74,589 184,643

Balance at 31 March 2023 2,872,493 1,133,958 146,084 1,745,050 5,897,585

Amortisation and impairment losses

Balance at 1 April 2022 - - 21,617 973,966 995,583

Amortisation for the year - 188,993 18,293 162,351 369,637

Balance at 31 March 2023 - 188,993 39,910 1,136,317 1,365,220

Carrying amount at 31

March 2023

2,872,493 944,965 106,174 608,733 4,532,365

GoodwillCustomer contractsWebsiteCapitalised Dev CostsTotal

Cost$$$$$

Balance at 1 April 2021 - - 36,030 1,292,784 1,328,814

Additions - - - - -

Balance at 31 March 2022 - - 36,030 1,292,784 1,328,814

Amortisation and impairment losses

Balance at 1 April 2021 - - 14,412 844,793 859,205

Amortisation for the year - - 7,205 129,173 136,378

Balance at 31 March 2022 - - 21,617 973,966 995,583

Carrying amount at 31

March 2022

- - 14,413 318,818 333,231

Financial Statements

79

Blackpearl Group - FY23 Annual Report

16. ACQUISITION OF NEWOLDSTAMP
Accounting policy

The acquisition method of accounting is used to account for all business combinations, regardless of whether equity

instruments or other assets are acquired. The consideration transferred for the acquisition of a business comprises the:

• Fair values of the assets transferred

• Liabilities incurred to the former owners of the acquired business

• Equity interests issued by the Group

• Fair value of any asset or liability resulting from a contingent consideration arrangement

• Fair value of any pre-existing equity interest in the subsidiary

Identifiable assets acquired and liabilities and contingent liabilities assumed in a business combination are, with limited

exceptions, measured initially at their fair value at the acquisition date. The Group recognises any non-controlling interest

('NCI') in the acquired entity on an acquisition-by-acquisition basis either at fair value or at the NCI's proportionate share

of the acquired entity's net identifiable assets.

Acquisition related costs are expensed as incurred. The excess of the:

• consideration transferred,

• amount of any NCI in the acquired entity, and

• acquisition-date fair value of any previous equity interest in the acquired entity

over the fair value of the net identifiable assets acquired is recorded as goodwill. If those amounts are less than the fair

value of the net identifiable assets of the business acquired, the difference is recognised directly in profit or loss as a

bargain purchase.

Where settlement of any part of cash consideration is deferred, the amounts payable in the future are discounted to their

present value as at the date of exchange. The discount rate used is the entity’s incremental borrowing rate, being the rate

at which a similar borrowing could be obtained from an independent financier under comparable terms and conditions.

Contingent consideration is classified either as equity or a financial liability. Amounts classified as a financial liability are

subsequently remeasured to fair value with changes in fair value recognised in profit or loss. If the business combination

is achieved in stages, the acquisition date carrying value of the acquirer’s previously held equity interest in the acquiree is

remeasured to fair value at the acquisition date. Any gains or losses arising from such remeasurement are recognised in

profit or loss.

Background

In October 2022, the Group entered a sale and purchase agreement with the owners of NewOldStamp Incorporated (the

'sellers'), a US company with operations in Ukraine, acquiring the Newoldstamp ('NOS') product and business. The business

was acquired on 1 November 2022. The Group did not acquire NewOldStamp Incorporated's share capital, but purchased

specific assets (and assumed certain liabilities) from the entity. The primary reason for the acquisition was to acquire its

revenue and organic traffic, and to help scale the Group's operations.

Purchase price

The following is a breakdown of the fair value of the purchase price for the acquisition:

Ordinary shares issued on completion

549 shares were issued at $1,821 each on completion of the acquisition. These amounts are before the share split, which is

equivalent to 799,783 shares at $1.25 each after the share split.

Contingent consideration

The purchase price includes the issue of shares to the sellers, contingent on the continued performance of the business.

Issue of the shares are subject to conditions being met at 12 months and 24 months from the acquisition date. The following

are the primary conditions:

• The domain names have generated at least 850,000 organic website visits for the first 12 months

• The domain names have generated at least 850,000 organic website visits for the following 12 months

These conditions must be met, for the Company to issue shares to the sellers. At the time of the acquisition, the Company

assessed a 100% probability that these conditions would be met.

The shares deliverable to the sellers, contingent on the conditions above, includes a fixed amount of shares based on the

share price at the time of the acquisition (the ‘fixed shares’), as well as a variable number of shares based on the current

share price but at fixed values i.e. the total value is fixed but the number of shares will vary depending on the share price at

the time the Company must issue those shares (the ‘variable shares’).

Fixed shares

The following are is a summary of the quantity of the shares and their price owed to the sellers, both before and after the

share split:

2023

$

Cash paid on completion 783,608

Ordinary shares issued on completion to the sellers 999,729

Contingent consideration - fixed shares deliverable to the sellers 1,118,094

Contingent consideration - variable shares deliverable to the sellers 1,043,084

Total purchase price consideration 3,944,515

Post-share splitPre-share split

Share no.Share priceShare no.Share price

12 months from acquisition date 479,287 $1.25 each329 $1,821 each

24 months from acquisition date 415,188$1.25 each285 $1,821 each

Total value of fixed shares $ 1,118,094

Financial Statements

81

Blackpearl Group - FY23 Annual Report

Critical accounting estimates - fair value of contingent consideration
Fixed shares

The Company's shares were not publicly traded at the time they were issued. The Company determined the fair value of

share rights by reference to the value of shares issued in the closest equity round to the measurement date. The Group

considers this to be an estimated market price. In this case, the closest equity round was the capital raise before the

Company initially listed on the NZX. This price is also the NZX listing price at the end of November 2022. The Group considers

the estimated market price to be consistent with the price a knowledgeable, willing market participant would pay. The

Group considers this to be a level 3 fair value input.


Variable shares

The variable shares are classified as financial liabilities by the Group. Its fair value at the date of the acquisition is the

present value of the specified fixed values, discounted at a rate of 5%. The discount rate is a level 3 fair value input,

estimated using a risk free discount rate as a base with an estimated equity premium. The undiscounted value of the total

variable shares entitlement is $1.680 million. For subsequent measurement, refer to Note 17 below.

Post-combination remuneration expenses

As part of the sale and purchase agreement with the owners of NewOldStamp Incorporated, they were provided with

share-based payments to continue to work within the business. The share-based payments are linked to continued service

for the business.

These are treated as post-combinaton remuneration as an employee share-based payment - refer to Note 25.

Assets and liabilities acquired assets and liabilities acquired

The Group acquired and recognised other separately identifiable intangible assets i.e. customer contracts and software

(capitalised development costs), deferred revenue and goodwill:

Goodwill recognised is the difference between the fair value of the purchase price and the net amount of the assets

acquired and liability assumed. The recognised goodwill represents the organic traffic that will be used by the group for

future growth. Goodwill is non deductible for tax purposes.

Critical accounting estimates - fair value of assets and liabilities

The following estimates all involve level 3 fair value inputs.

Capitalised software development

The fair value was determined by using the cost to rebuild approach, measuring the cost to developer time and other

directly attributable costs necessary to rebuild the asset in its current state. These costs considered as part of the

valuation are consistent with the Group's accounting policy on internally-generated intangible assets and is consistent

with costs that would be incurred by a market participant. The value was then adjusted for the expected remaining useful

life of the asset.

Customer contracts

The fair value was determined using the present value of the expected revenues from the acquired customer contracts, net

of the costs necessary to service those subscriptions. Certain assumptions have been made about the expected life of the

existing contracts (30 months), through analysis of the underlying customer data for Newoldstamp customers for the past

three years, reviewing specific metrics such as churn rates and average lifetime values. The cashflows were discounted

using the Group's estimated weighted average cost of capital ('WACC') and the following is a sensitivity analysis:

Net present value of customer contracts at 13% WACC $1,133,958

Effect of +300 BPS on WACC $(23,381)

Effect of -300 BPS on WACC $25,073

Contract liabilities

The deferred revenue balance has been adjusted to reflect the cost of providing the services, as opposed to the

contractual values of revenue deferred. The cost build-up approach was taken, where the amount represents a market

participant would expect to incur to service the contracts, plus an estimated margin.

2023

$

Capitalised software development 377,677

Customer contracts 1,133,958

Contract liabilities(169,592)

Deferred tax liability (317,508)

Deferred tax asset47,486

Goodwill 2,872,493

Critical accounting judgements - classification of contingent consideration

The Group considers it appropriate to measure the variable and fixed shares as separate units of account, due to each

consideration type having different economic risk characteristics and providing a different benefits to the vendor. From

the Group’s perspective the variable shares are impacted by the share price on the future date of issue, which will impact

the number of shares that will need to be issued to satisfy this liability.

In contrast, the fixed shares are not impacted by the share price on issue and the amount to be issued is not changed

by the share price. If instead the Group viewed the fixed and variable shares as a single unit of account, that single

instrument would be treated as a liability and measured at fair value through profit or loss. The Group considers that

treating the fixed and variable shares as separate units of account better represent the transaction and the different risks

and characteristics of these two types of consideration.

Discounted valueFace value

$$

12 months from acquisition date 571,429 594,000

24 months from acquisition date 471,655 521,400

Total value of variable shares 1,043,084 1,115,400

Variable shares

The following is a breakdown of the total value of shares owed to the sellers. The amount recognised on acquisition is the

discounted value and the table below includes the face value and discounted values of those shares on acquisition date:

Financial Statements

83

Blackpearl Group - FY23 Annual Report

Revenue and net loss in relation to the Newoldstamp acquisition
The total amount of revenue earned from Newoldstamp since it was acquired was $199,591 and with a total loss of $775,955

before tax, for the year ended 31 March 2023.

If Newoldstamp was acquired at the beginning of the period, the Group's total revenue would increase by $635,435 taking

total revenue to $2,066,181. The Group's total loss before tax would increase by $253,110, taking total loss before tax to

$7,423,780.

17. CONTINGENT CONSIDERATION LIABILITY

Accounting policy

Contingent consideration classified as a liability, resulting from business combinations, is valued at fair value at the

acquisition date of the business combination. When the contingent consideration meets the definition of a financial

liability, it is subsequently remeasured to fair value at each reporting date. The determination of the fair value is based

on present value of the liability, including any assumptions about meeting each performance target attached to the

contingent consideration.

Details about the variable share issue from the Newoldstamp acquisition has been disclosed in Note 16.

At the reporting date, the Group assesses that all performance criteria attached to the variable shares from the NOS

acquisition will be met. Therefore the only adjustment made since the acquisition date was the remeasurement of the

liability to its present value at reporting date. A discount rate of 5% was used, which is a risk-free discounted rate adjusted

for an equity share volatility premium.

The following is a sensitivity analysis of the carrying value, based on movements in the discount rate used:

20232022

$$

Variable share issue from the Newoldstamp acquistion - refer to Note 161,043,084-

Fair value remeasurement 15,776-

Total contingent consideration1,058,860-

Current contingent consideration 576,941 -

Non-current contingent consideration 481,919 -

Total contingent consideration1,058,860-

20232022

$$

Net present value using a 5% discount rate1,043,084 -

Effect of +300 BPS on the discount rate(15,269) -

Effect of -300 BPS on the discount rate48,932 -

18. IMPAIRMENT OF CASH GENERATING UNITS

Accounting policies

Goodwill and intangible assets that have an indefinite useful life are not subject to amortisation and are tested annually

for impairment, or more frequently if events or changes in circumstances indicate that they might be impaired. Other

assets are tested for impairment whenever events or changes in circumstances indicate that the carrying amount may

not be recoverable. An impairment loss is recognised for the amount by which the asset's carrying amount exceeds its

recoverable amount. The recoverable amount is the higher of an asset's fair value less cost of disposal ('FVLCOD') and

value in use ('VIU').

For the purpose of assessing impairment, assets are grouped at the lowest levels for which there are separately

identifiable cash inflows which are largely independent of the cash inflows from other assets or group of assets i.e. cash

generating units (CGUs). Non-financial assets, other than goodwill that suffered an impairment, are reviewed for possible

reversal of impairment at the end of each reporting period.

Identification of CGUs

The carrying amount of the Group's assets were reviewed to determine whether there is any indication of impairment and

if so, tested or tested regardless in the case of indefinite life intangible assets. The Group identified two cash generating

units, based on its product offerings:

• Black Pearl Mail - the Group's original product offering, offering email customisation subscriptions to customers and

the ability to gather data about how customers interact with those emails. The recently launched Pearl Diver is an

extention of the core Black Pearl Mail platform by using its core functionality, to gather data about interactions with a

customer's website.

• Newoldstamp - the recently acquired business which also offers email customisation subscriptions to customers.

Allocation of goodwill

Goodwill is allocated between Black Pearl Mail and Newoldstamp for the purpose of impairment testing. 90% ($2,585,244)

is allocated to Black Pearl Mail and 10% ($287,249) to Newoldstamp reflecting the future growth expected from the organic

traffic.

Key assumptions used in the impairment testing

The Group have tested impairment by measuring each CGU's value in use ('VIU'). The calculations are based on cash

flow projections covering a five-year period and operating expenses reflecting the financial budgets approved by

management and the Board.

Black Pearl Mail CGU has a carrying value of $5.1 million. As part of estimating its VIU, different revenue growth rates were

used but the estimation is most senstive to the growth rates used in the first two years. For example, if the revenue growth

rate for the first year was 55% of what was used in the VIU calculation, then the Group would need to consider whether

there is impairment. To determine the terminal value, a 5.6% long-term growth rate was applied. A pre tax discount rate of

12.9% was used to establish the recoverable amount under the VIU model. The Group have determined that no impairment

is required to the the Black Pearl Mail CGU.

Newoldstamp GCU was determined to have a carrying value of $1.4 million using an average revenue growth rate of 7.3%.

To determine the terminal value a 5.6% growth rate was applied. A pre tax discount rate of 12.9% was used to establish

the recoverable amount under the VIU model. The Group have determined that no impairment is required to the the

Newoldstamp CGU.

Management has determined the values of its key assumptions in its VIU calculations for both Black Pearl Mail CGU and

Newoldstamp CGU as follows:

• Revenue growth rate - based on the number of sales leads, the conversion of those leads to billable customers, and

marketing expenditure.

• Long-term growth rate - using published international technology industry growth rates, particular those in

the United States.

• Pre-tax discount rate - relfecting the specific circumstances and risks of the Group, and benchmarked against

NZX listed technology companies.

Financial Statements

85

Blackpearl Group - FY23 Annual Report

Result of impairment testing
Following the assessment of the recoverable amount of goodwill allocated to both Black Pearl Mail and Newoldstamp,

the directors consider the recoverable amounts of goodwill to be the most sensitive to the achievements of the budget.

Budgets comprise of forecast subscription revenue, marketing, staff costs and overheads based on current and

anticipated market conditions that have been considered and approved by the Board.

Impact of possible changes in key assumptions

The Group has conducted an analysis of the sensitivity of impairment test to changes in the key assumptions used to

determine the recoverable amount for each of the Group's CGUs to which goodwill is allocated. The directors believe that

any reasonably possible changes in the key assumptions on which the recoverable amount is based would not cause the

aggregate carrying amount to exceed the aggregate recoverable amount of the related CGUs.

19. TRADE AND OTHER PAYABLES

Accounting policy

The carrying value of trade and other payables are classified as financial liabilities and measured at amortised cost,

which approximates their fair value.

Trade payables are unsecured, non-interest bearing and are usually paid within 30 days of recognition.

20. EMPLOYEE ENTITLEMENTS

Accounting policy

Employee benefits that are expected to be settled wholly within twelve months after the end of the year in which the

employee provides the related service are measured based on accrued entitlements at current rates of pay. These include

salaries and wages accrued up to balance date, and annual leave earned to, but not taken at balance date.

21. LOANS AND BORROWINGS

Accounting policy

Borrowings on normal commercial terms are initially recognised at the amount borrowed plus transaction costs. Interest

due on the borrowings is subsequently accrued and added to the borrowings balance.

Borrowings are classified as current liabilities unless the Group has an unconditional right to defer settlement of the

liability for at least 12 months after balance date.

Loans made at nil or below-market interest rates are initially recognised at the present value of their expected future cash

flow, discounted at the current market rate of return.

Below market term loans from government

For below market term loans received from government, the difference between the face value and the present value of

the expected future cash flows of the loan is recognised in profit or loss as a government grant. Below market-term loans

from the government are subsequently measured at amortised cost using the effective interest rate method.

The Group has two below-market term loans from government: The loan from Callaghan Innovation for research

and development (‘Research and development loan’) and the small business cash flow loan from the Inland Revenue

Department (‘Small business cash flow loan’):

Research and development loan

The principal amount of the loan is $400,000 and bears non-compounding interest at 3% per annum. The total term of

the loan is 10 years and regular monthly payments must be made after the third anniversary of the loan and must be

fully repaid by the end of the term. The loan terms have not changed since inception. The loan matures in September

2030.

Small Business Cashflow Scheme loan

The principal amount of the loan is $29,800 and bears non-compounding interest at 3% per annum. The total term of

the loan is 5 years and regular payments must be made after the second anniversary of the loan and must

be fully repaid by the end of the term. The loan terms have not changed since inception. The loan matures in

August 2025.

The principal amount, unamortised debt discount and net carrying amount of the government loans are as follows:

Critical accounting estimates

20232022

$$

Trade payables219,052 64,954

Accrued expenses291,956 177,929

Total trade and other payables 511,008 242,883

20232022

$$

Accrued wages and salaries93,549 66,092

Annual leave entitlements101,764 85,844

Total employee entitlements 195,313 151,936

At 31 March20232022

$$

Principal amount424,833429,800

Interest payable accrued32,54320,146

Unamortised fair value write-down(88,757)(103,551)

Total carrying value of below market-term loans from the government368,619346,395

20232022

Current portion$$

Credit card balances24,651 21,467

Below market-term loans from the government (current)39,621 6,421

Shareholder loan1,227,518 -

Total current portion 1,291,790 27,888

Non-current portion

Below market-term loans from the government (non-current)328,998 339,974

Shareholder loan764,909 -

Total non-current portion 1,093,907 339,974

Total loans and borrowings 2,385,697 367,862

Financial Statements

87

Blackpearl Group - FY23 Annual Report

The fair value of the below market-term loans from the government on initial recognition was determined using the
discounted cash flow method. A level 3 fair value input was used, being the estimated market discount rate of 8.44% and

the following is a sensitivity analysis against the carrying value of the loans:

Below-market term loans from the Group's shareholder

The Group received a below market-term loan from its shareholder, Crown BP Holdings LLC. The difference between the

face value and the present value of the expected future cashflows of the loan on initial recogniition was taken through

equity, representing the warrants issued by the Group in exchange for the below market-terms of the loan - see Note 26 for

more detail.

The loan is subsequently measured at amortised cost using the effective interest rate method. The principal amount of the

loan is $2,400,000 and bears interest at 1% per annum. Interest is payable quarterly, with 50% of the principal due after 13

months from the date of signing, with the rest due when the loan matures. The loan matures in January 2025.

The principal amount, unamortised debt discount and net carrying amount of the loan are as follows:

Critical accounting estimates

The fair value of the below market-term loans from the shareholder on initial recognition was determined using the

discounted cash flow method. A level 3 fair value input was used, being the estimated market discount rate of 16% and the

following is a sensitivity analysis against the carrying value of the loans:

22. FINANCIAL INSTRUMENTS

The Group’s policy is that no speculative trading in financial instruments may be undertaken.

Classification and fair values

Financial instruments are classified, at initial recognition, as subsequently measured at amortised cost, fair value through

other comprehensive income, or fair value through profit or loss. The classification of the Group’s financial instruments into

these categories is included in the table below.

The carrying value of the Group’s financial instruments carried at amortised cost do not materially differ from their fair

value. There were no transfers between classes of financial instruments during the year (2022: no transfers).

Capital Management

The capital structure of the Group primarily consists of equity raised by the issue of shares in Black Pearl Group. The Group

considers its capital to comprise its fully paid up, ordinary share capital and accumulated losses.

The Group manages its capital to ensure it maintains an appropriate capital structure to support the business and

continue as a going concern. The Group’s capital structure is adjusted based on business needs and economic conditions.

The Group is not subject to any externally imposed capital requirements.

When managing capital, management's objective is to achieve optimal long term capital returns to shareholders and

benefits for other stakeholders. There have been no material changes in the Group’s management of capital from the

previous year.

This note should be read in conjunction with Note 28 - Going Concern which outlines details of the Group’s going concern

assumption and the financial year 2024 plan that Directors believe will enable the Group to continue operations.

20232022

$$

Carrying value of below market-term loans from the government using the 8.44%

discount rate

368,619346,395

Carrying value of below market-term loans from the government using a 7% discount

rate

388,063 369,502

Difference to carrying amount19,44423,107

Carrying value of below market-term loans from the government using a 10%

discount rate

348,569 323,302

Difference to carrying amount(20,050)(23,093)

At 31 March20232022

$$

Principal amount2,400,000-

Interest payable accrued8,417-

Unamortised fair value write-down(415,990)-

Total carrying value shareholder loans1,992,427-

Financial instrumentClassification

Cash and cash equivalentsAmortised cost

Trade and other receivablesAmortised cost

Trade and other payablesAmortised cost

Contingent consideration liabilityFair value through profit or loss

Loans and borrowingsAmortised cost

20232022

$$

Carrying value of below market-term loans from the shareholder using the 16%

discount rate

1,992,427-

Carrying value of below market-term loans from the shareholder using a 14% discount

rate

2,042,698-

Difference to carrying amount50,271-

Carrying value of below market-term loans from the shareholder using a 18% discount

rate

1,943,608-

Difference to carrying amount(48,819)-

Financial Statements

89

Blackpearl Group - FY23 Annual Report

Foreign currency risk
Nature of risk

Foreign currency risk is the risk that changes to foreign exchange rates negatively impact the Group’s New Zealand dollar

(NZD) net cash flows.

Exposure and risk management

A large portion of the Group's subscription revenue is priced using the United States Dollar (USD). This is different to the

Group’s presentation currency of NZD. The Group is exposed to other foreign currencies, but the exchange rate fluctuations

between USD and NZD are the Group’s primary source of foreign currency exposure. The Group maintains a USD bank

account for its US operations, providing a natural hedge for its US branch operational costs. However, all other operations

(i.e. Black Pearl Mail and NewOldStamp) use NZD bank accounts which generates foreign currency fluctuations from

subscription payments throughout the year.

The Group does not hedge this exposure e.g. foreign exchange swaps.

The following balances are subject to foreign currency exchange fluctuations:

• Trade receivables, being the amounts receivable for subscriptions; and

• Cash and cash equivalents being cash amounts held in USD in its foreign operations.

At 31 March, had the local currency strengthened/weakened against the USD by 10% the pre-tax loss (in NZD) would have

been (higher)/lower as follows:

Interest rate risk

Nature of risk

Interest rate risk is the risk that changes in interest rates negatively impact the Group’s financial performance or the value

of its financial instruments.

Exposure and risk management

The Group’s interest rate risk arises from its cash and cash equivalents balances. The Group currently has no significant

exposure to interest rate risk other than in relation to the amount held at bank. A reasonably expected movement in the

prevailing interest rate would not materially affect the Group’s consolidated financial statements.

The Group’s credit card balances are settled on a monthly basis. All borrowings are either interest free or are at fixed

interest rates.

Liquidity risk

Nature of risk

Liquidity is the risk that the Group cannot pay contractual liabilities as they fall due.

Exposure and risk management

Liquidity risk arises mainly from business activities.

The Group manages liquidity risk by ensuring cash flow is planned ahead of time, and funding is planned and organised

when required, to ensure the Group will be able to meet its financial obligations.

At 31 March 2023, the Group held cash and cash equivalents of $1,759,268 (2022: $900,588 ) to be used for the Group’s day-

to-day activities and for investments into strategic programmes. The Group has total credit card facilities of $30,000 (2022:

$30,000) to support its operations. The Group relies on its capital raised through the issue of shares.

The Group’s exposure to liquidity risk based on undiscounted cash flows relating to financial liabilities is set out below:

20232022

At 31 MarchBalance+10% -10%Balance+10%-10%

(USD)(NZD)(NZD)(USD)(NZD)(NZD)

Cash and cash equivalents565,596(81,945)100,14656,773(7,400)8,139

Trade and other receivables64,176(9,453)11,20912,529(1,633)1,796

Increase/(decrease) in pre-tax

loss

(91,398)111,354(9,033)9,935

At 31 March

2023

Less than

12 months

Between 1

and 2 years

Between 2

and 5 years

Over 5

years

No stated

maturity

Total

contractual

cash flows

Carrying

amount

$$$$$$$

Trade

and other

payables

511,008 - - - - 511,008 511,008

Loans and

borrowings

1,267,139 1,292,564 215,595 169,485 - 2,994,784 2,385,698

Contractual

cash flows

1,778,147 1,292,564 215,595 169,485 - 3,455,792 2,896,706

At 31 March

2022

Less than

12 months

Between 1

and 2 years

Between 2

and 5 years

Over 5

years

No stated

maturity

Total

contractual

cash flows

Carrying

amount

$$$$$$$

Trade

and other

payables

242,883 - - - - 242,883 242,883

Loans and

borrowings

25,574 39,080 221,125 251,465 - 537,244 367,862

Contractual

cash flows

268,457 39,080 221,125 251,465 - 780,127 610,745

Financial Statements

91

Blackpearl Group - FY23 Annual Report

Credit risk
Nature of risk

Credit risk arises in the normal course of the Group’s business on financial assets if a counter party fails to meet its

contractual obligations.

Exposure and risk management

Financial instruments that potentially subject the Group to credit risk principally consistent of cash and cash equivalents

and its trade and other receivables. The Group manages this risk by placing most of its cash and cash equivalents

with high-quality financial institutions. The credit risk associated with trade receivables is small due to inherently lower

transaction values and the distribution over a large number of customers.

Group financial assets subject to credit risk at balance date are as follows:

Most of the Group’s cash and cash equivalents comprises of $857,915 cash held with the Bank of New Zealand ('BNZ') with a

credit rating of A+ from Fitch (2022: BNZ, $819,193, A+) and BMO Harris Bank ('BMO') of $898,580 with a credit rating of AA- from

Fitch (2022: BMO, $77,317, AA-). The remaining $2,772 is an on-call balance with PayPal (2022: PayPal, $1,442).

The Group's trade and other receivables balance includes $111,511 receivable from Paddle, there is no other significant

concentration of trade recievables to a single counterparty. Paddle is a payment infrastructure provider which collects

payments for the subscriptions from customers during the month, and passes these onto the Group at the end of each

month. All amounts are paid to the Group are in USD.

23. SHARE CAPITAL

At 31 March20232022

$$

Cash and cash equivalents 1,759,268 900,588

Trade and other receivables 138,213 19,915

Total financial assets subject to credit risk 1,897,481 920,503

20232022

$$

On issue at beginning of the year 22,012,727 20,597,057

Issue of ordinary shares 6,082,758 1,415,670

Equity transaction costs - see Note 9A(382,811) -

Distribution to owners for pre-dividend loan223,954 -

Exercise of employee share options - see Note 25 608,545 -

Total share capital ($) 28,545,173 22,012,727

Share capital consists of the following classes:

Ordinary share capital 28,545,173 21,726,331

Capital contribution - 286,396

Total share capital ($) 28,545,173 22,012,727

Fully paid total shares at the beginning of the year 20,295 19,516

Issue of ordinary shares pre-share split 3,243 779

Issue of ordinary shares as part of share split 34,266,617 -

Issue of ordinary shares post-share split 320,943 -

Exercise of employee share options - see Note 25 752,361 -

Total share capital (#) 35,363,459 20,295

Total value per share$ 0.81 $1,085

20232022

Share capital consists of the following classes:

Ordinary share capital 35,363,459 19,818

Capital contribution - 477

Total share capital (#) 35,363,459 20,295

Financial Statements

93

Blackpearl Group - FY23 Annual Report

Capital contribution - distribution to owners for pre-dividend loan
As part of a capital raise in 2013, the Company issued shares which included a repayment feature, with no maturity/

expiration date, of the capital provided ('pre-dividend shares'). Repayment of that capital had precedence over any

dividends. In November 2022, the Company entered agreements with shareholders who had pre-dividend shares to forfeit

the repayment feature in exchange for ordinary shares in the Company. The only exception was Teamwork Group Ltd, who

agreed to extinguish their rights to the repayment with nil shares.

The total shares issued by the Company was 179,163 at $1.25 each. This has been treated as a distribution to owners, and

has been recorded against accumulated losses.

Share split

In preparation for the Company listing on the New Zealand Stock Exchange, all issued shares (and share options) were

subject to a share split, converting one share into 1,457 shares.

24. BASIC AND DILUTED EARNINGS PER SHARE

Total comprehensive income/(loss) for the year

The Group presents basic and diluted earnings per share (EPS) data for its ordinary shares.

Basic EPS is calculated by dividing the net loss attributable to ordinary shareholders of the Company by the weighted

average number of ordinary shares on issue during the year.

Diluted EPS is determined by adjusting the net loss attributable to ordinary shareholders and the weighted average

number of the ordinary shares on issue for the effects of all potential dilution to ordinary shares and options. Instruments

are only treated as dilutive when their conversion to ordinary shares would decrease EPS or increase the loss per share.

The number of shares presented is after the share split in November 2022, see Note 23 and the comparative figures have

been restated to reflect the amounts after the share split.

25. SHARE BASED PAYMENT RESERVE

Accounting policy

The Group operates equity-settled share based compensation, with a mix of ordinary shares and share options which can

be exercised for ordinary shares. The Group has share based compensation arrangements both with and without vesting

conditions. Vesting conditions (if any) attached to any share based payment arrangement are only service conditions

and/or non-market performance conditions. For share based payments with vesting conditions, the fair value of the shares

(or share rights) are determined at the grant date and they are vested in tranches over the specified period in the contract.

Each tranche is accounted for as a separate grant for the purposes of recognising the expense over the vesting period.


At the end of each reporting period, the Group revises its estimates of the number of rights expected to vest based on the

non-market vesting and service conditions. It recognises the impact of the revision to original estimates, if any, through

profit or loss with a corresponding adjustment to equity. Otherwise, once the vesting conditions are met, the amounts

recognised in the reserve remain indefinitely until those rights are exercised or forfeited. The Group's other share based

compensation arrangements do not have vesting conditions. Shares are issued and the fair value of those shares is

measured and expensed on the grant date.

Information about share based compensation arrangements

The Company effectively has four types of share based compensation arrangements:


• One‑off share based compensation without vesting conditions

Share issues which are used as a bonus to compensate employees for past services. These do not have vesting

conditions and are immediately recorded as share capital once issued.

• Employee contractual share based compensation with vesting periods

Contractual arrangements entered into with key employees to provide share rights with vesting periods for a defined

service period. All vested employee rights have a nil exercise price.

Rights outstanding at 31 March 2023 have no expiration date. Rights can be exercised at any time after vesting. The

Group has no legal or constructive obligation to repurchase or settle the rights in cash. Any share to be issued on the

exercise of the right will be issued on the same terms which rank equally in all respects with the ordinary shares in the

Company on issue.

• Equity‑based contingent consideration in the acquisition purchase price

The purchase price for the Newoldstamp business acquistion includes the issue of shares, contingent criteria and a

service period outlined in the agreement - for more detail refer to Note 16. The Group considers the 'fixed shares' to be

an equity transaction.

These amounts will be transferred to share capital, once the vesting conditions are met and the shares are issued.

• Other contractual share based compensation with vesting periods and non‑market performance conditions

Contractual arrangements entered, in lieu of cash payment, to provide shares with vesting periods for a defined

period. These are not share rights or options. Once the vesting period and conditions have been met, the Company

will issue shares which rank equally in respect with the ordinary shares in the Company on issue. These include

contractual arrangements to provide key contractors with shares subject to defined vesting periods and non-market

performance conditions. These were issued as part of the acquisition of Newoldstamp.

2023

2022

Restated

$$

Total loss attributable to owners(6,900,648)(4,347,399)

Weighted average number of ordinary shares for basic EPS 33,127,126 28,742,664

Dilution from share based compensation options - -

Weighted average number of ordinary shares adjusted for the effect of dilution 33,127,126 28,742,664

Basic loss per share(0.21)(0.15)

Diluted loss per share(0.21)(0.15)

Financial Statements

95

Blackpearl Group - FY23 Annual Report

20232022
$$

Opening balance1,419,2481,251,421

Share rights exercised during the year - transfer to share capital(608,545)-

Share rights forfeited during the year - transfer to accumulated losses--

Equity-based purchase price contingent consideration 1,118,094-

Employee contractual share-based compensation - progress toward share rights*197,899167,827

Other contractual share based compensation - progress toward shares*561,157-

Closing balance 2,687,853 1,419,248

The following table summarises movements in the reserve related to progress towards vesting of share rights:


*these amounts were recognised through profit or loss as Personnel Expenses - see Note 8

The following table illustrates the number of, and movements in, total share rights and the total shares issued during the

year subject to the vesting conditions:

The number of shares presented is after the share split in November 2022, see Note 23 and the comparative figures have

been restated to reflect the amounts after the share split.

One-off share-based compensation without vesting periods

In the year ended 31 March 2023 the Company issued 73,335 shares in lieu of $91,699 payment to a consultancy firm for past

services directly attributable to the issue of shares in November 2022. These shares had no vesting conditions, and the

transaction was taken directly to share capital (2022: 34 shares, $80,974 expense recognised in profit or loss).

Employee contractual share-based compensation with vesting periods

The total amount of share rights which have not vested are 152,964 and associated deferred expense is $91,715. The

remaining weighted average of the vesting period for these share rights is 1.39 years (2022: 205,820 shares after share split,

$352,170 of deferred expense, weighted average vesting period 1.33 years). Share rights are issued with nil a exercise price.

The grant date fair value of the share rights granted during the year was between $1,485 to $1,821 before the share split. The

equivalent range after the share split is $1.02 to $1.25 (2022: $1,485 to $1,821 before the share split, $1.02 to $1.25 after the share

split). Further details of the fair value determination are below.

Equity-based contingent consideration in the acquisition purchase price

The purchase price for the Newoldstamp business acquistion includes the issue of shares, contingent on criteria outlined in

the sale and purchase agreement - for more detail refer to Note 16. The Group considers the 'fixed shares' to be an equity

transaction and a total of $1.118 million, for 614 shares at $1,821 each (post share split: 894,475 at $1.25 each).

At 31 March 2023, the Company expects all conditions for the issue to be met but in the event these rights are forfeited, or

where the vesting conditions are not met, the amounts recognised in the reserve will be transferred to accumulated losses.

Other contractual share-based compensation with vesting periods

Key personnel from the company that previously owned the Newoldstamp business are contractors for the Group. The

sale and purchase agreement included share based compensation as an incentive for them to continue to provide their

services to the Company. They also have individual service agreements with the Group which also include share based

compensation. The Company will issue shares after the agreed vesting period and conditions are met. The total amount

of shares which have not vested are 987,710 and associated deferred expense is $1.233 million. The remaining weighted

average of the vesting period is 1.31 years.

Critical accounting estimate - fair value at grant date

The Company's shares were not publicly traded at the time they were issued. The Company determined the fair value

of share rights by reference to the value of shares issued in the closest equity round to the measurement date (the

grant date). The Group considers this to be an estimated market price. The share rights have a nil exercise price and no

expiration date. As such, the Group has determined the estimated share price is the appropriate fair value for the share

rights issued. The holders of share rights are not entitled to dividends or voting rights until their rights are exercised. As the

Company is not expected to pay dividends in the short or medium term, no adjustment to the fair value of the share price

is made based on these terms and conditions. The Group considers the estimated market price to be consistent with the

price a knowledgeable, willing market participant would pay.

Share rightsOrdinary shares

20232022 Restated20232022

$$$$

Opening balance 2,167,718 1,905,494 - -

Granted during the period - 269,508 1,883,156 -

Exercised during the period(752,361) - - -

Forfeited during the period-(7,284)- -

Closing balance 1,415,357 2,167,718 1,883,156 -

Financial Statements

97

Blackpearl Group - FY23 Annual Report

26. SHAREHOLDER WARRANTS RESERVE
Information about warrants on current issue

In November 2022, the Company entered an agreement with Crown BP Holdings LLC (the ‘shareholder’) to receive a loan

of $2.4 million and at the same time for the Company to issue warrants to the Shareholder. The arrangement was entered

to enable the Company to meet the cash holdings requirements for its direct listing on the NZX. The Shareholder agreed

to loan $2.4 million to the Company to meet its cash requirements, and the Company issued 2.5 million warrants (with an

exercise price of one cent) in exchange for the Shareholder providing the loan on favourable terms. These warrants can be

exercised any time after 23 May 2023, until 24 May 2027 (5 years after).

The share warrants, and the shareholder loan, were issued simultaneously and are contractually linked. For more detail on

the shareholder loans - see Note 21.

Accounting policy

Share warrants issued by the Company, classified as equity instruments, are taken directly to the share warrants reserve.

Once the share warrants are exercised, the amount recognised in the reserve is transferred to share capital on issue of

shares. If the share warrants are forfeited, or they expire, the amounts recognised in the reserve will be transferred to

accumulated losses.

Significant judgement

The Group has classified the share warrants as an equity instrument, on the basis that a fixed amount of cash is delivered

in exchange for a fixed amount of shares. The warrants are settled using the Company's own equity instruments (ordinary

shares) in exchange for a fixed price i.e. the exercise price. There is no obligation for the Company to purchase its own

equity for cash. The number of shares the Company has to deliver is fixed i.e. one share per warrant.

The Group has applied the residual value method (see more detail below) on the basis that this arrangement is similar to

a compound financial instrument. The shareholder entered into these contracts simultaneously under commercial terms,

on the basis they would receive interest plus the warrants, to be a market return on their $2.4 million investment. The loan

was the primary reason for the arrangement, with the issue of the warrants being secondary. The loan is considered the

most reliably measurable item, as market data can be used to estimate a fair value, providing the best information on the

liability incurred, with the residual amount being equity.

Significant estimate

The Group estimated the value of the share warrants by applying the residual value method. The Company provided the

share warrants in exchange for the below-market terms for the loan. The value of the warrants is the difference between

the face value and fair value of the loan:

27. RELATED PARTY TRANSACTIONS


A number of key management personnel, or their related parties, hold positions in other entities that result in them

having control or significant influence over the financial or operating policies of those entities. A number of these entities

subscribe to services provided by the Group. None of these related party transactions are significant to either party.

The following are the related party transactions for the year:

$

Face value of the shareholder loan - see Note 21 2,400,000

less the fair value of the shareholder loan - see Note 21(1,884,489)

Residual value allocated to share warrants 515,511

20232022

$$

NJL Limited

Contracting services provided 180,378 270 880

Crown BP Holdings LLC

Face value of the below-market loan provided to the Company - see Note 21 2,400,000 -

Warrants issued for nil consideration - see Note 26 - -

Insight Enterprises (NZ) Limited

Hosting services provided 56 90

The Better Wine Company Limited

Goods provided for the Company's listing event 4,080 -

Mallory Allen

Design services provided 4,185 -

Sharon Daish Graphic Design

Design services provided 638 -

NewOldStamp Incorporated

Contracting services provided 511,266 -


Outstanding balances at year-end is the loan from Crown BP Holdings LLC - refer to note 21 (2022: nil).

Nicholas Lisette is a director and shareholder of NJL Limited, The Better Wine Company and Black Pearl Group Limited.

Timothy Crown is a director of Black Pearl Group Limited and Insight Enterprise Inc (US), a related party of Insight

Enterprises (NZ) Limited. He is also the director and major shareholder of Crown BP Holdings LLC.

Mallory Allen and Sharon Daish are spouses of Key Management Personnel.

Volodymyr Zastavnyy is a major shareholder of NewOldStamp Incorporated

Compensation of key management personnel of the Group20232022

$$

Salaries and wages 1,230,729 785,337

Share-based payment transactions 591,650 124,872

Termination benefits - -

Health insurance and other benefits - 16,853

Total compensation provided to key management personnel 1,822,379 927,062

Financial Statements

99

Blackpearl Group - FY23 Annual Report

The amounts disclosed in the table are the amounts recognised as an expense during the reporting period related to
key management personnel. Key management personnel are defined as persons having authority and responsibility

for planning, directing and controlling the activities of the Group, directly or indirectly, including any director (whether

executive or otherwise).

The Group have also identified Volodymyr Zastavnyy as key management personnel of the Group. Separate to his

compensation included in the figures above he has received, and is owed, the following amounts in his capacity as the

previous owner of the acquired Newoldstamp business.

• Cash consideration paid $689,404

• Value of shares already issued on grant date $879,543

• Equity classified contingent consideration $982,273

• Liability classified contingent consideration $930,235

No amounts arising from transactions with related parties have been written off or forgone during the year (2022: nil).

28. GOING CONCERN

The Group prepares its financial statements on a going concern basis, which assumes the Group has the ability and

intention to continue operations for a period of at least 12 months from the date the consolidated financial statements are

approved.

In the year ended 31 March 2023, the Group had operating cash outflows of $5,207,793 (2022: $3,795,492) and the cash

balance at year end was $1,759,268 (2022: $900,588). The Group incurred a total comprehensive loss for the year of $7,004,373

(2022: $4,349,179 loss). At 31 March 2023 the Group’s current liabilities exceeded its current assets by $921,913.

As a result of these factors there is a material uncertainty related to events or conditions that may cast significant

doubt on the entity’s ability to continue as a going concern and, therefore, that it may be unable to realise its assets and

discharge its liabilities in the normal course of business.

When assessing the Group as a Going Concern the Board acknowledges that based on cashflows and loss for the year

there are potential conditions and/or events which could possibly occur. These material uncertainties are based on the

Board's key judgements related to the Group's ability to either:

• Achieve revenue growth anticipated and to raise capital; or

• Reduce operating expenses if planned revenue growth is delayed or capital not raised.

The 2024 business plan assumes accelerated revenue growth driven by the Groups new service, Pearl Diver. Sales will be

made to existing customers and new customers by leveraging the organic traffic acquired from Newoldstamp.

The Group’s financial strategy focuses on growing a strong and reliable source of monthly recurring revenue (MRR),

ensuring consistent and predictable revenue. As the customer base grows through new sign-ups, each additional

subscriber contributes to the overall revenue. This ongoing growth is not limited to a one-time occurrence. During FY23

the Group successfully executed its strategy to grow MRR and expand its customer base by acquiring Newoldstamp. The

launch of the Pearl Diver in March 2023 will further strengthen the Group’s MRR.

The Group’s gross profit in the year ended 31 March 2023 grew by 264% from the previous year to $700,729. The Groups

recurring revenue along with its gross profitability provides the Group the flexibility to retrench to a net profit position if the

Group chooses not to continue its growth strategy.

FY23 expenditure included $1.1 million of one-off costs associated with the acquisition of Newoldstamp and the direct

listing on the NZX. The Group can reduce its operating expenditure to conserve cash. The Group’s business model has been

designed to enable this flexibility and includes limiting fixed expenditure and ensuring contracts are highly flexible in nature

(for example the use of contractors).

In June 2023, the Group successfully closed a capital raise. This private placement was oversubscribed and raised $2.2

million. The 2024 business plan includes an assumption of one further capital raise during the year if operating revenues are

insufficient to fund the company’s strategy and operations. Additionally, the Group has negotiated, subject to shareholder

approval, the conversion of the Crown BP Holdings, LLC $2.4 million loan into equity at a 50% premium over the recent

placement stock issue.

The Directors consider the Group to be a going concern and believe the Group will achieve its financial forecast and secure

investment to the extent necessary to continue as a going concern.

29. COMMITMENTS AND CONTINGENCIES


The Group has no commitments or contingencies at year end (2022: nil).

30. EVENTS AFTER BALANCE DATE


On 13 April 2023 there was an amendment to the promissory note the Group has in place with its shareholder Crown BP

Holdings LLC. The amendments are as follows:

• Crown BP Holdings have discharged its security interest meaning that the note is now an unsecured obligation of BPG

• Extended the two due for repayment by 12 months each

• Entered a conditional agreement with BPG to provide Crown BP Holdings the ability to convert all or part of the amount

owing under the note at any time on or before 23 January 2026 to ordinary shares in BPG at a conversion price of

NZ$1.02 per share. This agreement is conditional on shareholder approval which is intended to be sought at this year's

annual shareholders meeting.

On 19 April 2023, 516,511 shares were issued in consideration for specified periods of service as provided for in the Groups pre-

listing employee share scheme. On 26 May 2023, an intention to undertake a private placement to raise approx $2.2 million

at a share price of $0.42 per ordinary share was announced.

On 26 June 2023, the Group announced that they had negotiated, subject to shareholder approval, the conversion of Crown

BP Holdings, LLC $2.4 million loan into equity as a 50% premium over the recent private placement stock issue. Shareholders

will be able to vote on the conversion of the debt at the price of $0.63 per share.

There have been no other significant events since balance date.

Financial Statements

101

Blackpearl Group - FY23 Annual Report

31. CONSOLIDATED ENTITY

The consolidated financial statements of the Group include:

32. CASHFLOW RECONCILIATIONS


Reconciliation of loss for the year to net cashflow from operating activities

Reconciliation of movements of liabilities to cash flows arising from financing activities

The only movement in liabilities affected by cash flows from financing activities is for the

Group's loans and borrowings.Loans and borrowings increased by $2.018 million. Cash

movements relate the receipt of $2.4 million from the new shareholder loan, a loan repayment

of $5,200 for the Company's research and development loan and the net cash movement in

credit card balances of $3,184. Non-cash movements relate to $515,511 of the cash received from

the shareholder, allocated to the share warrants (see Note 26) and an increase of $135,362 from

interest recognised as part of the amortisation of the loans and borrowings. Further details

about these loans can be found in Note 21.

NamePrincipal activities

Country of

Incorporation

Equity Interest

20232022

Black Pearl Group

Incorporated

Same as the Black Pearl Group Limited

(the parent) as described in Note 1 -

but for the Group's US operations.

United States100%100%

Newoldstamp Limited

Selling subscriptions for in-market

SaaS platform that enables

businesses to centrally manage their

email signatures.

New Zealand 100%0%

20232022

$$

Loss for the year attributable to owners of the parent(6,900,648)(4,347,399)

Add/(less) non-cash items included in net loss

Depreciation and amortisation expense358,052154,202

Share-based payment transactions759,056167,827

Amortisation and remeasurement of below-market term loans114,00627,942

Fair value difference on government loans-(30,178)

Foreign exchange losses6,40634,796

Fair value measurement of contingent consideration15,776-

Non-cash contract liability acquired during business combination(70,663)-

Non-cash tax expense from business combination(270,022)-

Other non cash items(38,566)(4,824)

Total non cash items874,045349,765

Add/(less) movements in working capital items

(Increase)/decrease in receivables135,35889,872

(Increase)/decrease in prepayments(32,660)16,325

Increase/(decrease) in payables268,12581,334

Increase/(decrease) in employee entitlements43,37738,657

Increase/(decrease) in contract liabilities404,610(24,046)

Net movement in working capital818,810202,142

Net cash outflow from operating activities(5,207,793)(3,795,492)

Company Directory

Incorporation Number

4064918

Registered Office

Level 5, 50 Customhouse Quay

Wellington Central

Wellington 6011

New Zealand

Share Registrar

Link Market Services Limited

80 Queen Street

Auckland 1010

New Zealand

Auditor

William Buck Audit (NZ) Limited

Level 4, 21 Queen Street

Auckland 1010

New Zealand

Directors

Nicholas Lissette

Timothy Crown

Mark Osborne (appointed 24 November 2022)

Cherryl Pressley (appointed 24 November 2022)

Accountants

Deloitte Limited

Level 12, 20 Customhouse Quay

Wellington 6140

New Zealand

Financial Statements

103

Blackpearl Group - FY23 Annual Report

Blackpearl Group - FY23 Annual Report
Blackpearl Group - FY23 Annual Report

Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.