Content Expansion and Diversification Strategy slide image

Content Expansion and Diversification Strategy

Sources & Uses / Pro Forma Valuation Implied pro forma enterprise value of $2,231 million(1) ■ CFAC VI to combine with Rumble ■ CFAC VI and Rumble targeting $100 million PIPE at $10.00 per share(2) Existing Rumble shareholders are rolling substantially all of their equity in the transaction and are projected to own approximately 82.2% of company post-transaction (3) ■ Rumble shareholders and optionholders to receive 105.0M additional earnout shares, with 50% vesting at $15.00(4) and 50% vesting at $17.50(4) ■ $383 million of cash to balance sheet to fund Rumble's growth plan(5) PRO FORMA ENTERPRISE VALUE ($M) Share Price Pro Forma Shares Outstanding(8) Equity Value (-) Net Cash on Balance Sheet $10.00 261.4 $2,614 383 Pro Forma Enterprise Value $2,231 SOURCES ($M) USES ($M) ILLUSTRATIVE PRO FORMA OWNERSHIP (8)(9) CFAC VI Cash Held in Trust $300 Cash to Balance Sheet $383 3.8% 2.5% Cash on Rumble B/S(6) 48 Rumble Rollover Equity(3) 2,148 11.5% PIPE Proceeds 100 Transaction Fees 55 Rumble Rollover Equity(3) 2,148 Net Repurchase of Rumble Shares (7) 10 10 Total Sources $2,596 Total Uses $2,596 O Rumble Rollover Equity(3) CFAC VI Public Stockholders 82.2% PIPE Investors CFAC VI Sponsor Key Assumptions: All numbers are approximate and based on draft deal documents. Assumes no redemptions, new shares issued at $10.00 and treasury stock method. (1) Excludes shares placed in escrow and certain shares subject to forfeiture/vesting. (2) Includes $15M from CFAC VI sponsor's forward purchase agreement ("FPA"). (3) Assumes $48M of cash on Rumble's balance sheet at close (subject to change based on actual cash on B/S at close), $11M gross repurchase of Rumble shares and $11M issuance of restricted stock with certain time vesting requirements. All existing Rumble shareholders receive pro forma common equity (includes current Rumble options and warrants based on treasury stock method). Excludes shares placed in escrow and those subject to vesting. (4) Price represents public trading price for 20 out of 30 trading days within 5 years of closing. (5) Assumes no redemptions. (6) As of Q3 2021 and adjusted for $25M of pre-PIPE investment proceeds. (7) Reflects $11M gross repurchase of Rumble shares net for $1M issuance of high-vote Class D stock. (8) Share count includes 214.8M Rumble rollover shares (pro forma for 1.1M share repurchase of Rumble shares and 1.1M issuance of restricted stock with certain time vesting requirements; excludes seller earnout shares), 10.0M PIPE shares, 30.0M CFAC VI public shares and 6.61M CFAC VI sponsor shares. Share count includes 2.21M sponsor support shares that will be subject to forfeiture to the extent the target $400M of capital is not available to SPAC at closing but only if certain other vesting requirements are not satisfied, and excludes 1.96M sponsor earnout shares subject to 50% vesting at $15.00 and 50% vesting at $17.50. Also excludes impact of 7.5M CFAC VI public warrants and 0.6M CFAC VI sponsor warrants (including FPA warrants). (9) Excludes new equity incentive plan. 30
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