Eve Health Group Limited · ASX:EVE
Eve Health — EVE Investments — Investor Presentation (January 2020)
23 slides from Eve Health's investor presentation, Jan 17, 2020
Slide 1: Investor Presentation
P: +61 8 6465 5500 Eve Investments W: www.eveinvestments.com.au 17 January 2020 For personal use only Investor Presentation EVE Investments (ASX:EVE), an ASX listed health, nutrition and wellness company is pleased to provide shareholders with a copy of the Company's latest investor presentation. Au
Slide 2: January 2020
For personal use only JANUARY 2020
Slide 3: Disclaimer
Disclaimer For personal use only This presentation has been prepared by EVE Investments Limited (“EVE”) to assist in informing interested parties about the Company and its progress. It should not be considered as an offer or invitation to subscribe for or purchase any securities in EVE or as an indu
Slide 4: Investment Highlights
Investment Highlights For personal use only Vertically Integrated Health, Nutrition and Wellness Company Uniquely Australian, Premium Quality Branded Products Large and Growing Global Target Markets, namely China and the USA Established Distribution Channels Scalable Business Model Experienced Manag
Slide 5: Market Insights
Market Insights For personal use only Growing consumer Focus on organic, naturally Dramatic increase in awareness and demand for sourced products with disposable incomes in health, nutrition and wellness traceability Asian middle classes products PRESENTATION January 2020 4 | 22
Slide 6: Mission
For personal use only MISSION To be a leading vertically integrated producer of branded health, nutrition and wellness products supplying targeted global markets PRESENTATION January 2020 5 | 22
Slide 7: Company Overview
Company Overview For personal use only EVE Investments is an Australian Securities Exchange listed health, nutrition and wellness company (ASX code: EVE) Our focus is on developing uniquely Australian, premium branded products in the health, nutrition and wellness sectors A vertically integrated bus
Slide 8: Company Structure
Company Structure For personal use only Natural Product Tea Tree USA Nutritional Development, Branding Plantation Owner Natural Products Technology and Manufacture and Oil Producer Distributor Developer 100% 100% 49% 38% Shareholding Shareholding Shareholding Shareholding PRESENTATION January 2020 7
Slide 9: Operational Strategy
Operational Strategy For personal use only Integrated Complementary Businesses Production, Branding, Promotion National and International Research & Development & Marketing Sales & Distribution Amazon Assets – 2,000 acres of tea tree and honey producing plantation in northern NSW. Yandi Biotech Cons
Slide 10: Production and R&D
Production and R&D For personal use only EVE Investments owns and operates one of the largest organic tea tree farms in Australia and the world TGA approved Research & Development facility, dedicated to developing innovative products for the evolving markets PRESENTATION January 2020 9 | 22
Slide 11: Brand & Products
Brand & Products For personal use only Honey Premium Organic Honey Products Bio-Fermented Probiotic Drinks Premium Bio-fermented Probiotic Concentrates Essential Oils Premium Essential Oils PRESENTATION January 2020 10 | 22
Slide 12: Product Expansion
Product Expansion For personal use only Honey Range Planned expansion to include probiotic infused honey as well as indigenous plant extracts such as Kakadu Plum and Wattleseed Essential Oils Range Organic tea tree oil Wildcrafted organic tea tree oil Organic tea tree extract Organic tea tree hydros
Slide 13: Distribution and Sales
Distribution and Sales For personal use only Established Australia Potential Expansion 2020 - 2023 USA | Amazon Japan | TBC | (negotiating) China | Yandi Biotech SE Asia, Mid East & EU PRESENTATION January 2020 12 | 22
Slide 14: Global Market Opportunity
Global Market Opportunity For personal use only Natural Honey Essential Oils Bio-Fermented Drinks TAM: US $2.2 billion in 2018† TAM: US $7.03 billion in 2018* TAM: US $1.9 billion in 2019# Total worldwide purchases of Global essential oils market size Global estimated revenue imported natural honey
Slide 15: Major Market Drivers
Major Market Drivers For personal use only Natural Honey Essential Oils Fermented Drinks Limited availability of certified Growing rise in the Rising awareness of gut organic honey, particularly in aromatherapy sector health for overall wellbeing the US market Growth in demand of natural Trend towar
Slide 16: Meluka Australia
Meluka Australia For personal use only Meluka was founded on the vision of creating healing tea tree and honey based products. We pledge our commitment to protecting the unique ecosystem and ancient mother trees in the Bungawalbin Valley through sustainable practices and an interaction with the land
Slide 17: Meluka Australia: Powerful Trees, Healthy Bees
Meluka Australia For personal use only Powerful Trees Healthy Bees Today, tea tree is cherished for its antibacterial, Bee health and sustainability is at the antimicrobial and antiseptic properties forefront of our honey operations Tea tree has an abundance of uses in health products: While the bee
Slide 18: Scalability
Scalability For personal use only Additional capacity to supply significant volumes of organic honey each year through existing agreements Additional organic tea tree oil can be readily sourced via harvest agreements with nearby farms above Jenbrook’s current capacity Organic tea tree extract produc
Slide 19: Product Innovation
Product Innovation For personal use only Bio-Fermented Honey Drinks with Probiotics EVE has worked closely with a leading Australian probiotics company to develop a range of bio-fermented honey drinks The drinks range has been developed to improve stomach and intestinal health Initial product range
Slide 20: Corporate Overview
Corporate Overview For personal use only Capital Structure Ordinary Shares: 3,723,725,221 Options/Rights: 237,783,332 Market Cap: AUD $26m Cash: AUD $8m EV: AUD $18.7m Everhoney: 18% Key Shareholders Other Hong Kong Everhoney____________________ 18% Shareholders: 46% Jusheng: 14% Hong Kong Jusheng__
Slide 21: Board of Directors
Board of Directors For personal use only GEORGE CAMERON-DOW BILL FRY ALASDAIR COOKE Non-Executive Chairman Managing Director & CEO Non-Executive Director George has extensive board Bill has over 20 years corporate Alasdair has more than 20 years experience spanning a range experience specialising in
Slide 22: Executive and Management
Executive and Management For personal use only BEN ROHR STEVEN JACKSON ROBYN INGERSOLE COO Company Secretary & CFO CEO of Naturally Australian Ben has a strong background in Steven has worked across a range of Products (NAP) leading a building businesses in industries dealing with acquisitions, Roby
Slide 23: Investment Summary
Investment Summary For personal use only Vertically integrated ASX listed health, nutrition and wellness company Provides uniquely Australian, premium quality branded products to large and growing global target markets namely China and the USA Scalable business model with established distribution ch
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