Pathfinder Ventures Inc · TSXV:RV
Pathfinder Ventures — Investor Presentation (October 2021)
22 slides from Pathfinder Ventures's investor presentation, October 2021
Slide 1: Corporate Presentation - Q4 2021
Slide 2: Disclaimer
DISCLAIMER The contents of this presentation and any attachments are confidential and are intended solely for the addressee. The information may also be legally privileged. This transmission is sent in trust, for the sole purpose of delivery to the intended recipient. If you have received this trans
Slide 3: Home Is Where You Park It...
HOME IS WHERE YOU PARK IT... WE'RE FOCUSED ON BUILDING, THROUGH BOTH ACQUISITIONS AND NEW CONSTRUCTION, A NETWORK OF PREMIER BRANDED, UPSCALE AND FAMILY-FRIENDLY RV PARKS AND “CAMPGROUNDS” UNDER THE PATHFINDER CAMP RESORTS BRAND. WE BELIEVE THAT THE OPPORTUNITIES FOR THE COMPANY ARE SIGNIFICANT, GIV
Slide 4: BW ta
© ee BW ta CAMP RESORTS PATHFINDER — Camp Resorts —
Slide 5: Statistics
STATISTICS ae = 3 it PX 2.1 MILLION Canadian households own an RV 90% Campgrounds report increasing and stable demand WWW.PATHFINDERVENTURES.CA oma a lorth American ©
Slide 6: Demand Is Growing
DEMAND IS GROWING COVID-19 HAS POSITIVELY IMPACTED THE INDUSTRY ES PATHFINDER — Ventures — Asales boom for RVs; campgrounds brace for snowbird wave, even in winter lo April RV Shipments Set Record, Continue 6-Month Streak By: RVBusiness | Published on, May 2021 The RV Industry Association's (RVIA) A
Slide 7: Building a brand of Modern-day Family Friendly RV Camp Resorts
We're building a brand of Modern-day Family Friendly RV Camp Resorts photo below: kids enjoying one of our playgrounds at our Parksville location / BUSINESS ROOT. S IN *BC LEADS IN OPERATING DAYS PER YEAR (230 DAYS) *WIFIIS THE #1 REQUESTED SERVICE AT CAMPGROUNDS B R Tl S H C 0 LU M B | A *THE FUTUR
Slide 8: Accommodation
Accommodation Campsite fees Food & Beverage Recreation & Entertainment RV & Equipment of total consumer spending 262 of total consumer spending of total consumer spending 372 — of total consumer — spending Sl ctats from RVDA Canada & 2018 North Américan Camping Report;
Slide 9: We Discover Opportunity and Create Value
We Discover Opportunity and create Value Project Completion Outdated Properties Legacy infrastructure and facilities Aesthetic improvement potential Amenities requiring health & safety updates Lacking Digital Innovation Outdated business management systems Lack of digital marketing / advertising pro
Slide 10: Currently Operating: 3-Year Growth Plan
CURRENTLY OPERATING THREE RV LOCATIONS TARGETING 6 RV LOCATIONS IN 2022 LEVERAGE IMPROVED PROPERTIES IN ACQUISITIONS 3 - YEAR GROWTH PLAN ($ millions) 2023 @ Enterprise Value 2024 ACQUISITIONS VIA EQUITY/CASH BLEND EXPLORING ALTERNATIVE ASSET CLASSES WITHIN RV INDUSTRY (EX. RV STORAGE) GO PUBLIC RTO
Slide 11: Acquisitions
ACQUISITIONS oey A as PATHFIND: << (aa NI PATHFINDER = Camp Resorts ; © “SOBSSIZSHARRISON 9 & ay \ppesksmite Acquired Oct 2020 Acquired Operating Co. Acquired Dec 2020 Renovated & Dec 2020 Renovated & Opened May 2021 Currently Operating Opened July 2021
Slide 12: Summary of Capital Outlays
SUMMARY OF CAPITAL OUTLAYS . Renovations complete. Reservation system online. Agassiz / Harrison Hot Sprin: 4.7 Million cert =prinue u Opened May 2021 Parksville, Vancouver Island $73 Million Renovations complete. Reservation system online. Opened July 2021 Fort Langley $1 Million Currently operatin
Slide 13: Trading
TRADING eX st soen Sei THE FASTEST GROWING RV & CAMPGROUND COMPANY Pathfinder Ventures Inc. (formerly Discovery One Investment Corp.) and Pacific Frontier Investments Inc. Announce Closing of Qualifying Transaction The Corporation has received conditional approval from the TSXV for the listing and p
Slide 14: Case Study
CASE STUDY Parkpridge Toronto Stock Exchange: PRK "Canada’s leading developer and owner- operator of residential land lease communities and RV camping & cottage resorts" 1998 2012 2020 Publicly Traded : : ¥ Privatized with 100 Started with two properties oe a ee => residential and RV camping and a f
Slide 15: Public Market Comparables
PUBLIC MARKET COMPARABLES Name Symbol EV / EBITDA Price / Sales Market Cap Sun Communities NYSE : SUI 31.60 n.99 $2171 B Equity Lifestyle Properties NYSE : ELS 31.68 12.33 $1451B Public Storage NYSE: PSA 2758 16.54 $522B UMH Properties NYSE: UMH 26.49 6.23 g1nB
Slide 16: Onward and Upward
Fall 2019 Company Founded Team Positioned ONWARD AND UPWARD Q3/Q4 2020 Q4 2021 Secure Financing TSXV Listing Acquire 3 Locations; Symbol "RV" Agassiz, Parksville, Fraser Valley oe ¢ a ° Q1/Q2 2020 Q1/Q2 2021 Evaluate Market Build Acquisition Pipeline Renovate properties and bring all 3 locations onl
Slide 17: Leadership
LEADERSHIP SB 2 f& Joe Bleackley CEO / Director / Founder An entrepreneur and business leader who has built and led successful teams through several growth stages. Joe's been involved with significant fundraising efforts in the capital markets and has served in Sr. Leadership roles such as Executive
Slide 18: Board of Directors
Joe Bleackley CEO / Director / Founder An entrepreneur and business leader who has built and led successful teams through several growth stages. Joe's been involved with significant fundraising efforts in the capital markets and has served in Sr. Leadership roles such as Executive Vice President and
Slide 19: Advisory Board
David Galpin Designer / Planner David is a Retired Architect / Planner who was the senior partner with the Architectural firm of Downs & Archambault [now DA Architects]. He was the architect for many of Greater Vancouver's landmark projects including the Vancouver Library, River Rock Casino and Fair
Slide 20: Advisory Board
ae. ee a Geoff Tessarolo CPA, CA | CFO VanMar Geoff is a professionally designated accountant with over 15 years of combined accounting experience earned in both public practice and industry. He currently serves as CFO for a reputable builder with a long track record of high-quality projects through
Slide 21: stin
stin 3 : and hospitality, AR teamis set : r r ortf i a a network ce) ee - ee, 5 1s I desirable °
Slide 22: Slide 22
Pathfinder Ventures — Investor Presentation (October 2021) on 6ix