Eve Health Group Limited · ASX:EVE
Eve Health — Eve Investments — Investor Presentation (September 2018)
47 slides from Eve Health's investor presentation, Sep 12, 2018
Slide 1: ASX Presentation September 2018
For personal use only ASX PRESENTATION September 2018
Slide 2: Investment Focus
Investment Focus For personal use only Eve’s vision is to be a vertically integrated Health, Food and Wellness Investment company. Investing and owning Identifying products A strong preference early growth phase that have unique for natural, organic and companies with the aim attributes that traceab
Slide 3: Control Our Own Destiny
Control Our Own Destiny For personal use only Own the Customer Relationship Brand Building Vertically Integrated Complementary Businesses Leverage Our Assets ASX PRESENTATION September 2018 3 | 47
Slide 4: Strategic Approach
Strategic Approach For personal use only Secure Our Supply Chain Innovate Establish & Develop Brands in New Our Home Products Market Grow Into Global Markets ASX PRESENTATION September 2018 4 | 47
Slide 5: Secure Supply Chain
Secure Supply Chain For personal use only Acquiring Jenbrook gives us over 2,100 acres of organic Melaleuca Tea Tree Plantation of which nearly half is an old growth plantation in its natural state. This land not only provides Tea Tree oil and extract for distribution direct into the US and Europe a
Slide 6: Establish Brands in Our Home Market
Establish Brands in Our Home Market For personal use only Launched in Australia in May 2018 ASX PRESENTATION September 2018 6 | 47
Slide 7: Innovate and Develop
Innovate and Develop For personal use only Products developed. Awaiting final design approval and manufacture. Expected to launch in Q1 2019. ASX PRESENTATION September 2018 7 | 47
Slide 8: Innovate and Develop continued
Innovate and Develop continued For personal use only A range of versatile family products utilising Australian botanicals. The initial range includes a Baby head and body wash, a Baby massage oil, Mother’s Meluka Honey has entered an agreement with belly massage oil and a ASX Listed THC who will be
Slide 9: Grow into Global Markets
Grow into Global Markets For personal use only • Establish roots and brand recognition in our home country. • Established network via NAP • Focus will be direct to consumer growth • Established network via Jenbrook • Focus will be expanding the Jenbrook growth with Bulk sales • New Market that will
Slide 10: Momentum is Gathering
Momentum is Gathering For personal use only December 2017 June 2018 • Meluka Health and Meluka Honey • Meluka Essentials develops initial product companies incorporated on ASIC. range. January 2018 July 2018 • Meluka Honey establishes hives on • Meluka Health enters agreement with THC Plantation to
Slide 11: Current Investment Portfolio
Current Investment Portfolio For personal use only 50% 100% 49% 38% ASX PRESENTATION September 2018 11 | 47
Slide 12: Current Update
For personal use only Current Update Distribution and Sales of Pre-meal drink for diabetes into China via agreement with Eagle Health (ASX: EHH) has commenced. Eagle Health have invested $3.1m and committed a further $5.7m for factory, warehouse and exhibition centre upgrades including a high speed
Slide 13: Innovation - Next Steps
For personal use only Innovation - Next Steps Eagle to get CFDA registration as ‘Food For Special Medical Purposes’ in China. Eagle to continue China roll out of existing Chinese distribution with a move to 7 seven stores on the way to reach 100 stores. Eagles distribution and royalty hurdle into Ch
Slide 14: Summary
For personal use only Summary The Health food and wellness sector is growing rapidly particularly into Asian Markets. Eve is well exposed to the sector via it’s investments and anticipated growth of the Meluka Brand. By controlling all aspects of the supply chain, Eve’s investments are able to adapt
Slide 15: Our Company Structure
Our Company Structure For personal use only 50% 100% 49% 38% 100% 100% 100% 100% ASX PRESENTATION September 2018 15 | 47
Slide 16: The pages that follow contain further details for each of the businesses
For personal use only The pages that follow contain further details for each of the businesses. ASX PRESENTATION September 2018 16 | 47
Slide 17: Meluka Health – Business Structure
Meluka Health – Business Structure For personal use only 100% 100% 100% 100% New Organic Medicinal A New Meluka A New Meluka TGA licensed contract Honey Producer. Consumer facing Consumer facing manufacturer.It is Developed a unique company about to company developing positioned to become bee produc
Slide 18: Strategic Synergy
For personal use only Strategic Synergy Meluka There is a common customer Essentials demographic across all Meluka Health businesses: • Organic and Natural • Ethical products that are sustainable and traceable Meluka Meluka This allows us to cross-market Honey Family products to customers of all the
Slide 19: Summary
For personal use only Summary Meluka Honey is a new premium honey producer based in the Northern Rivers of NSW Australia. Meluka Honey is completely vertically integrated from the Hive through to the consumer. The Meluka Honey Hives are located in the heart of our Organic Tea Tree Plantation - Jenda
Slide 20: Current Update
For personal use only Current Update Established organic honey production • Hives installed on old growth plantation to produce medicinal honey. • Targeted annual production of 100 tons per year • Organic honey supply from the Bungawalbyn Valley Basin has been secured (Bee Services Australia) for ad
Slide 21: Current Update continued
For personal use only Current Update continued Secured Medicinal Cannabis Supply • Agreement with THC Limited to grow its medicinal cannabis on our Organic plantation to produce organic medicinal cannabis. • Under the agreement with THC, Meluka Honey will have exclusive access to the medicinal canna
Slide 22: Initial Product Range
For personal use only Initial Product Range ASX PRESENTATION September 2018 22 | 47
Slide 23: Next Steps
For personal use only Next Steps Direct to Consumer marketing campaign commences in the US. Development of a Bee Health Tonic for use in maintaining healthy bee populations both for commercial and hobby bee keepers. Commence marketing and distribution of Meluka Honey products into China. Secure Whol
Slide 24: Summary
For personal use only Summary Meluka Essentials is a newly formed Australian Essential oils and extracts company. A direct to consumer range of products is currently under development and will include the following products at its launch: • Organic Tea Tree Oil • Organic Tea Tree Hydrosol • Organic
Slide 25: Initial Product Range
For personal use only Initial Product Range ASX PRESENTATION September 2018 25 | 47
Slide 26: Next Steps
For personal use only Next Steps Finalise Branding and packaging Requirements. Develop Stand Alone ecommerce platform and website. First manufacture of initial product range. Meluka Essentials Launch. Commence Direct Marketing in Australia. Commence Direct Marketing in the US Secure Distribution in
Slide 27: Summary
For personal use only Summary Meluka Family is an Australian Natural family care range of health, hygiene and skincare products utilizing our unique Australian native natural essential oils and extracts. A direct to consumer range of products is currently under development and will include the follo
Slide 28: Next Steps
For personal use only Next Steps Complete formulation testing and QA. Complete Branding and packaging Requirements. Develop Stand Alone ecommerce platform and website. First manufacture of initial product range. Meluka Family Launch. Commence Direct Marketing in Australia. Secure Distribution in Aus
Slide 29: Summary
For personal use only Summary ecoBotanicals is a TGA licensed and HACCP accredited contract manufacturer of organic oil based products for an established client based in Alstonville of Northern NSW, Australia. ecoBotanicals is specialised in manufacturing organic therapeutic products from its manufa
Slide 30: Next Steps
For personal use only Next Steps Manufacturing focus will be on the Meluka Health’s companies product range Expand capacity of Honey manufacturing to meet expected increased demand. Prepare formulations for Meluka Family and Meluka essentials. Commence Manufacture of Initial product range for Meluka
Slide 31: Summary
For personal use only Summary Jenbrook is an established, Certified Organic tea tree farm in the Northern Rivers Region of NSW Australia. Jenbrook owns 100% of Jendale, a 1,147 acre old growth tea tree plantation, along with 100% of Robyndale a 1,000 acre plantation used in the production of organic
Slide 32: Robyndale Plantation
For personal use only Robyndale Plantation The Robyndale plantation is a 1,000 acre organically farmed tea tree plantation that produces raw tea tree oil and extracts that are then distributed in the U.S. by Naturally Australian Products. It also supplies organic tea tree products to third party int
Slide 33: Jendale Plantation
For personal use only Jendale Plantation The Jendale plantation is a 1,147 acre organic natural growth tea tree plantation which is wild harvested to solely produce a high potency tea tree oil. The raw materials from this plantation are used in conjunction with a patented extraction technique that a
Slide 34: Next Steps
For personal use only Next Steps Increase harvest yields on Robyndale following the implementation of new harvesting techniques and via the introduction of organic certified fertilization. Increase Tea tree oil yield by entering agreement with nearby tea tree plantations to incorporate its property
Slide 35: NAP Summary
For personal use only NAP Summary Naturally Australian Products LLC (www.napproducts.com) is a U.S. registered and based marketing and wholesale distribution business that sells essential oils, carrier oils and hydrosols to an established and growing North American customer base. Founded in 2013 and
Slide 36: Current Update
For personal use only Current Update NAP is currently well progressed in the tender processes of a few large US based companies that if successful would provide significant revenue growth for the coming years. NAP has taken on more smaller customers whilst continuing to service existing customers in
Slide 37: Next Steps
For personal use only Next Steps To build bulk stock of ‘in demand’ oil to provide flexibility to meet customer demands and be able to take advantage of short term price benefits. To launch direct to consumer ecommerce channel via JV with a US based company. Expand sales capability to match increase
Slide 38: Thank You
For personal use only Thank You ASX PRESENTATION September 2018 38 | 47
Slide 39: Appendix - Board of Directors & Management
APPENDIX 1 - EVE INVESTMENTS STRUCTURE Board of Directors & Management For personal use only GEORGE CAMERON-DOW MICHAEL PIXLEY Non-Executive Chairman Non-Executive Director (TRT Rep) George has extensive board experience Mr Pixley had worked as a merchant spanning a range of industries, including th
Slide 40: Appendix - Capital Structure and Key Shareholders
APPENDIX 1 - EVE INVESTMENTS STRUCTURE ASX Listed Healthcare Investment Company (ASX Code: EVE) For personal use only Capital Structure Key Shareholders Ordinary Shares: 2,269,030,989 Directors and Management 11% Options/Rights: 97,050,000 TRT 6% Options Surfit Capital Pty Ltd 4% converting in $0.3m
Slide 41: Appendix - Interesting Facts
APPENDIX 2 - INTERESTING FACTS Bees and Honey For personal use only Bee populations are declining globally with estimates suggesting a 44% decline in global bee populations caused by Bee health issues. Around a third of global food supply New Zealand’s natural honey exports have comes from Bee polli
Slide 42: Appendix - In the News
APPENDIX 3 - IN THE NEWS For personal use only ABC report: Nature’s liquid gold for Australian farmers - Pro Active Investors: EVE Investments targets USA - Click to read Click to read ASX PRESENTATION September 2018 42 | 47
Slide 43: Appendix - In the News
APPENDIX 3 - IN THE NEWS For personal use only ABC report: Hemp Good for Bees and People - Business Insider: Australian Cannabis Honey Coming - Click to read Click to read ASX PRESENTATION September 2018 43 | 47
Slide 44: Appendix - Pre-meal Drink Validation
APPENDIX 4 - PRE-MEAL DRINK VALIDATION For personal use only Acute Response of blood glucose to pre-meal drink Long term impact on HbA1c to pre-meal drink ASX PRESENTATION September 2018 44 | 47
Slide 45: Appendix - Global Incidence of Diabetes
APPENDIX 5 - GLOBAL INCIDENCE OF DIABETES For personal use only ASX PRESENTATION September 2018 45 | 47
Slide 46: Appendix - Promotional Videos
APPENDIX 6 - PROMOTIONAL VIDEOS For personal use only Product Explainer Tea Tree Honey and Serum - Click to watch Product Explainer Wildflower Honey and Hemp Seed Honey - Click to watch Promo Video on Region - Click to watch Promo Video on Jendale - Click to watch ASX PRESENTATION September 2018 46
Slide 47: Appendix - Disclaimer
APPENDIX 7 - DISCLAIMER The information contained in this presentation is not financial product advice. The presentation For personal use only is for information purposes and is of a general and summary nature only. It does not constitute an offer. EVE Investments Limited (EVE) gives no warranties i
Eve Investments — Investor Presentation (September 2018) on 6ix