Eat Well Investment Group Inc · CSE:EWG
Eat Well Investment — Investor Presentation (November 2021)
26 slides from Eat Well Investment's investor presentation, Nov 25, 2021
Slide 1: Confidential Overview November 25, 2021
CN : EWG US : EWGFF FWB : 6BC0 CONFIDENTIAL OVERVIEW NOVEMBER 25, 2021
Slide 2: Disclaimer
Disclaimer This Presentation does not constitute an o ff CONTENT OF PRESENTATION ff
Slide 3: Our Mission
Our Mission Our mission is to create and scale an • Remarkable CPG Products investment company that feeds families globally while honoring time-valued health • AgriTech and wellness traditions, to maximize shareholder value through cornerstone • Plant-Based Proteins partnerships & strategic investme
Slide 4: Vertical Integration: Seed to Market Investment Approach
Vertical THE SEED TO MARKET INVESTMENT APPROACH Combining Best-in-Class Companies With Integration Highly Synergistic Strategies in an Overly Fragmented Market Our portfolio companies capture the entire value SEED MARKET chain of the plant-based FARMS PRODUCT Extrusion Consumer Packaged food industr
Slide 5: Vertical Integration
Vertical Integration Eat Well has acquired or invested in several industry leading companies, creating AGRIBUSINESS FOODTECH CPG DIVISION DIVISION DIVISION the first truly global seed to X market plant-based Investment Company • AGRIBUSINESS 100% 100% 51%* 80% 100% BELLE PULSES • FOOD TECH BELLE PUL
Slide 6: Our Agribusiness Investment
Our Agribusiness Investment World Class Facilities FACILITY 01 FACILITY 02 Designed to process split Designed to process BELLE PULSES LTD. yellow peas and Chana Dal with capacities of green split peas, whole green peas and mill flour Est. 1978 40,000 MT and 1,000 MT with capacities of 40,000 respect
Slide 7: Belle Pulses Ltd.
$60,000,000 Forecasted 2021 Belle Pulses Ltd. Revenue The acquisition of Belle Pulses Ltd. firmly establishes Eat Well as a global leader in the plant-based food supply-chain X • Founded in 1978 with over 40 years of legacy and global growth • $60,000,000 in 2021 revenue • High grade manufacturing e
Slide 8: Our FoodTech Investment
Our FoodTech Investment INVENTED THE TWISTED CHEETO SAPIENTIA TECHNOLOGY INC. Eat Well’s wholly owned Sapientia 25 Technology provides access to vast PATENTS amounts of foodtech and IP across all Ph.D. product categories. FOOD ENGINEERING Sapientia is an industry-leading processing and forming techn
Slide 9: The Global Snack Food Market
The Global Snack Food Market PLANT-BASED SNACK MARKET TO GROW TO $73 BILLION BY 2028 • The plant-based snack market is set to exceed a value of $73 billion by 2028, a new report by market research firm Future Market Insights (FMI) predicts. (1) • FMI believes that the plant-based “salty snacks” indu
Slide 10: Sapientia's First Products
Significant near-term snack based Sapientia’s First opportunities with the future of snacking Products LAUNCHING Q4, 2021 IN NEARLY 350 STORES ACROSS WESTERN CANADA Products Developed • Plant-based Salted Snacks: (P Curls™) Product Innovation Pipeline • Meat Alternative Snacks (Sapientia’s HMMA and
Slide 11: Our Baby Food Investment
Our Baby Food Investment The Ease and Scale of Shelf Stable 50% LESS SUGAR FRESH TASTE AMARA ORGANIC FOODS FRESH TEXTURE The Premium Baby Food Brand ALL THE NUTRIENTS Eat Well’s 51% owned Amara uses ground-breaking food science and technology to focus on 3 key core objectives 1 Authenticity 2 Qualit
Slide 12: Our Baby Food Investment
Our Baby Food Investment AMARA ORGANIC FOODS The Premium Baby Food Brand Amara is one of the fastest growing baby food brands in North America. 12
Slide 13: Amara Organic Baby Food
Amara Organic Baby Food PATENT PENDING SCIENCE AND TECH LEADS TO UNIQUE NUTRITION ADVANTAGE Zero Added Sugar No added sugars or 1000+ Reviews Parents and babies Plant-based Nutrition 100% organic, preservatives. love their Amara. nutrient-dense meals Ever. and snacks We start with the Pressure Prote
Slide 14: Further Growth and Exciting Developments in 2021
LOOKING AHEAD: WHOLESALE STORES Further Growth and Exciting Launched in Costco, Q4 2021 Developments in 2021 #1 RELEASE New Toddler Line Release on Amazon DEMAND EXPLODES PRODUCT DEVELOPMENT 100 to 1000 Stores Design, Patent, & Develop Nationally Product Lines MORE STORES OUT OF STOCK! 1500 New Stor
Slide 15: The Amara Team
JESSICA STURZENEGGER DR. SONIA SCHIESS, PHD. The CEO CTO Graduated Magna Cum Laude from Bucknell With a PhD in nutrition, Dr. Schiess studied Amara University with a major in Economics. childhood nutrition for 5 years before joining Studied at Stanford University Graduate Amara. She brings a wealth
Slide 16: Market Focus
Market Eat Well Group’s portfolio of Focus companies focus on all aspects of the value chain, not a single piece or section NAME PROCESSING WHITE LABEL CPG BRAND GENETICS IP BEYOND MEAT THE TATTOED CHEF BURCON NUTRASCIENCE THE VERY GOOD FOOD CO. LAIRD SUPERFOOD, INC. EATWELL 16
Slide 17: Our Path to $100,000,000
OUR PATH TO… 2022 $100,000,000 $100,000,000 Eat Well Group’s portfolio BELLE PULSES 25.6% Gross margins revenue is projected to 24% YoY Growth (’21-’22) accelerate from X Capturing Global Protein Demand Growth People & Pet Food Growth, Increasing Margins $60,000,000 in 2021 to $100,000,000 in 2022 2
Slide 18: The Eat Well Team
PRINCE KHALED JEFF DUNN STRATEGIC ADVISOR STRATEGIC ADVISOR The HRH Prince Khaled bin Alwaleed bin Talal Al Saud, He has over 30 years of experience in agriculture and founder and Chief Executive Officer of KBW Ventures, packaged food, including senior leadership positions is a firm supporter of cle
Slide 19: The Eat Well Team
MARC ANEED MARK COLES The PRESIDENT & DIRECTOR CHIEF INVESTMENT OFFICER Mr. Aneed is an award-winning natural/wellness Mr. Coles is a veteran CPG senior executive specializing consumer products expert with a 20-year career in in the plant-based foods sector. Mr. Coles has Eat Well CPG, starting at T
Slide 20: The Eat Well Team
NICK DEMARE DANIEL BRODY CFO & DIRECTOR The DIRECTOR Since May 1991, Mr. Demare has been the president of Mr. Brody brings 15 years of investment industry Chase Management Ltd., a private company that provides experience to Eat Well. Mr. Brody has been Eat Well administrative, management, and financ
Slide 21: Market Comparables
Market COMPANY SHARE PRICE 10/29/21 MARKET CAP (F.D) ENTERPRISE VALUE EV / REVENUE CY2021E CY2022E EV / EBITDA CY2021E CY2022E GROSS MARGIN CY2021E EBITDA MARGIN CY2021E REV. GROWTH CY21E-CY22E Comparables BETTER.FOR.YOU OATLY GROUP US$12.89 US$7,628 US$6,788 9.8X 5.3X NMF NMF 29.5% (18.4%) 85.1% CE
Slide 22: Share Capitalization and Financial Forecast
Share SHARES SHARES OUTSTANDING 126,889,654 Capitalization PROFIT INTEREST SHARES 65,031,826 * And Financial WARRANTS 28,467,000 Forecast OPTIONS 8,200,000 RESTRICTED SHARE UNITS 8,900,000 INSIDERS, MANAGEMENT 131,869,469 67% CN : EWG & STRATEGIC INVESTORS US : EWGFF CASH, SECURITIES & I.T.M. WARRAN
Slide 23: Seven Reasons to Invest
EAT WELL GROUP Seven Reasons to Invest 1 MANAGEMENT • EWG is a hyper-growth investment company at the heart of the world’s plant-based 2 VERTICAL INTERGRATION • As an investment company we offer the opportunity to invest in the entire value chain food ecosystem • From seed-to-market, not a single br
Slide 24: Seven Reasons to Invest (Continued)
CONTINUED: Seven Reasons to Invest 5 VALUATION • EWG’s wholly-owned companies are on track to generate $60,000,000 in revenue this year 6 GROWTH • Sales are expected to grow significantly over the next few years due to expanded markets in the USA • Yet we trade at a dramatically lower multiple than
Slide 25: Rights of Rescission
Rights of Rescission The following summary of the statutory rights of action for damages or rescission will apply to a Canadian purchaser of securities in the event that this presentation is deemed to be an o
Slide 26: Thank You
CN : EWG US : EWGFF FWB : 6BC0 THANK YOU IR@EATWELLGROUP.COM
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