Ecs Botanics Holdings Ltd · ASX:ECS
Ecs Botanics — Investor Presentation (October 2019)
24 slides from Ecs Botanics's investor presentation, Oct 9, 2019
Slide 1: October 2019 Investor Presentation
For personal use only OCTOBER 2019 INVESTOR PRESENTATION ASX:ECS 1
Slide 2: Disclaimer
DISCLAIMER For personal use only “This Presentation may contain forward looking statements, opinions or should consider the forward looking statements contained in this estimates. Any forward looking statements, opinions or estimates Presentation in light of those disclosures. The forward looking st
Slide 3: ECS Botanics Overview
ECS BOTANICS OVERVIEW For personal use only Targeting the burgeoning Australian Sales commenced for wholesale & hemp industry with a range of retail & retail hemp food products after wholesale hemp food products successful harvest in March 2019 ECS grows across farming properties with a key focus Ap
Slide 4: Capital Structure & Board of Directors
CAPITAL STRUCTURE & BOARD OF DIRECTORS For personal use only CORPORATE SNAPSHOT Share on issue 507.59m Options 20.38m Performance Rights 131.25m Market Capitalisation $22.33m Share Price (4/10/2019) $0.044 Cash raised for RTO $6.5m BOARD OF DIRECTORS Alexander Keach Managing Director David McCredie
Slide 5: History of Hemp
HISTORY OF HEMP For personal use only HISTORICALLY “ CURRENT OUTLOOK Two of my favourite Common staple (food, fibre, medicine) things are sitting on 2020 - New Zealand - referendum whether for thousands of years until the 1930s my front porch to legalise Recreational Cannabis smoking a pipe of 2019
Slide 6: Hemp vs Marijuana
HEMP VS MARIJUANA For personal use only Hemp Marijuana Low THC High THC Hemp has less Contains up to 30% THC than 1% THC & has strong psychoactive effects Uses Thousands of uses including food, medicine, skin-care, VS Uses Medical & recreational clothing, fuel, paper, building purposes material, bio
Slide 7: Why Hemp – Mega Trend & Highly Disruptive
WHY HEMP – MEGA TREND & HIGHLY DISRUPTIVE For personal use only HEMP PLANT USES “Why use up forests which were centuries in the making and the mines which required ages to lay down, if we can get the equivalent of forest and mineral products in the annual growth of the hemp fields?” ESSENTIAL OILS M
Slide 8: Industrial Hemp – Uses
INDUSTRIAL HEMP – USES For personal use only Grain Processing: • Drying Seed Stock Food – Retail Grain • Cleaning Genetics, Seed Stock Harvesting • Pressing & Plant Breeding • Dehulling Food – Wholesale Food Services • Milling Flower Processing: Cannabinoids Terpenes Seed Supply Flower • Curing Harv
Slide 9: Market Opportunity – Global Stats
MARKET OPPORTUNITY – GLOBAL STATS For personal use only Hemp-based foods industry is expected to grow at a "I don’t know if hemp is going to save the CAGR of ~24% in next three years¹ world, but it’s the only thing that can." Activist Jack Herer "The Hemperor" IT IS ESTIMATED THAT BY 2025: Plant bas
Slide 10: ECS Botanics Company Structure
ECS BOTANICS COMPANY STRUCTURE For personal use only 28.4% 100% ECS BOTANICS HOLDINGS LTD 10 10
Slide 11: Why Tasmania?
WHY TASMANIA? For personal use only Based on its history of Farms in Tasmania produce producing high quality food approximately 50% of the & plant-based pharmaceuticals, world's licit poppy straw that is Tasmania is the perfect location later refined into opiates to support a burgeoning & ECS’s (pre
Slide 12: Business Model
BUSINESS MODEL For personal use only ECS Botanics is a vertically integrated hemp food business (insourcing & outsourcing along the supply chain) that is taking advantage of growth in the hemp industry, supplying retail & wholesale products in Australia, with its sights set on overseas opportunities
Slide 13: Licenses & License Applications
LICENSES & LICENSE APPLICATIONS For personal use only “OVER THE NEXT 20 YEARS THE TASMANIAN GOVERNMENT HAS SET A TARGET TO INCREASE RURAL VALUE TO $10BN. THIS SECTOR WILL NEED TO GROW AT MORE THAN DOUBLE THE GROWTH RATE EXPERIENCED OVER THE PAST 20 YEARS.” UNDER APPLICATION Tasmania – Industrial Nat
Slide 14: Retail Products
RETAIL PRODUCTS For personal use only ECS RETAIL PRODUCT RANGE INCLUDES BOTTLED HEMP SEED OIL, OIL CAPSULES, HEMP HEART POUCHES, CURRY SAUCES, SOUPS, PROTEIN & PROTEIN MIX 14 14
Slide 15: Wholesale Products
WHOLESALE PRODUCTS For personal use only ECS WHOLESALE PRODUCT RANGE INCLUDES HEMP HEARTS, PROTEIN, FLOUR & OIL 15 15
Slide 16: Key Relationships & Investment in Supply Chain
KEY RELATIONSHIPS & INVESTMENT IN SUPPLY CHAIN For personal use only Agricultural Supply Manufacturing Distribution agreements agreements agreements agreements 16 16
Slide 17: ECS Farm & Medical Cannabis
ECS FARM & MEDICAL CANNABIS For personal use only Proposed site of 50,000ft² Medical Cannabis Cultivation and Manufacturing Facility Licenses pending with Australian Government Office of Drug Control (ODC) 70 acres of irrigated land for 70 commercial hemp cultivation & trials The location & attribut
Slide 18: Key Infrastructure Investment – Tap Agrico
KEY INFRASTRUCTURE INVESTMENT – TAP AGRICO For personal use only Strategic Initial commitment Option to Site includes ECS strategy of Majority investment in of $750,000 acquire further weighbridge, grain optimising supply financed using order to handle & (28.4% of TAP). $250,000 handling chain exist
Slide 19: Cultivation
CULTIVATION For personal use only “FARMING LOOKS MIGHTY EASY WHEN YOUR PLOW IS A PENCIL, AND YOU’RE A THOUSAND MILES FROM A FIELD” -- US PRESIDENT DWIGHT D. EISENHOWER The ECS team has the Expanding cultivation – capability to deliver ECS is forecasting a grassroots agriculture significant increase
Slide 20: Strategic Collaborations
STRATEGIC COLLABORATIONS For personal use only • Significant shareholder in Food, • Plant breeding Fibre & Land International • Data sharing • Research & development, information • Sharing of any future plant sharing etc breeder rights (PBR’s) and seed • Plant varieties bank • Leading edge agronomy
Slide 21: Future Opportunities – Targeting Full Plant Utilisation
FUTURE OPPORTUNITIES – Targeting full plant utilisation For personal use only * PLEASE NOTE THIS IS FORWARD LOOKING & NOT ALL FACETS ARE CURRENTLY LEGAL IN AUSTRALIA INDUSTRIAL SCALE HEMP CBD CROP HEMP EXTRACTS CO2 EXTRACTION Future opportunities are reliant on industrial hemp being removed from the
Slide 22: Milestones & Newsflow
MILESTONES & NEWSFLOW For personal use only Potential for strategic Reporting on Updates to acquisitions in the sales & Strategic regulatory highly fragmented distribution partnerships framework hemp industry Planting Medical CBD strategy Harvest of next Sales of season cannabis (international) crop
Slide 23: Investment Summary
INVESTMENT SUMMARY For personal use only Participating in a rapidly Clear path to market – lower ECS management has Wholesale & retail Strategic growing market, ECS is regulatory scrutiny than a high degree of product range collaborations becoming one of medicinal cannabis, lower industrial hemp tar
Slide 24: Contacts
For personal use only CONTACTS Alexander Keach Jason Hine Managing Director Chief Operations Officer alex@ecsbotanics.com.au jason@ecsbotanics.com.au +61 419 323 059 +61 419 922 259 24
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