4Front Ventures Corp. · OTC:FFNTF
4Front Ventures — Investor Presentation (November 2024)
24 slides from 4Front Ventures's investor presentation, November 2024
Slide 1: Investor Presentation November 2024
Investor Presentation November 2024 CSE: FFNT / OTCQB: FFNTF
Slide 2: Safe harbor
Safe harbor This investor deck constitutes management’s review of the factors that affected 4Front Ventures' financial and operating performance for the years ended December 31, 2023, and 2022. This discussion should be read in conjunction with the Company’s consolidated financial statements for the
Slide 3: Dedicated team cultivating, crafting and delivering premium cannabis products
We are a dedicated team focused on cultivating, crafting, and delivering premium cannabis products across key U.S. markets. With a commitment to innovation and quality, we're here to meet the rising demand for exceptional cannabis at every price point and bring the best of the plant to all consumers
Slide 4: Built for Growth, Driven by Demand
Built for Growth, Driven by Demand As a vertically integrated cannabis operator, 4Front manages the entire lifecycle—from cultivation to retail—in high-demand, high-growth markets. Our strategic expansion in Illinois and Massachusetts, anchored by best-in-class operations, allows us to capture marke
Slide 5: Focused footprint
Illinois Population: 12.7 million 2022A: $1.5B2 Washington 2026E: $2.57B ~$6.83B Population: 7.7 million total projected 2022A: 515.2M1 market size by 2026E: $1.98B 2026 Massachusetts Focused Population: 6.9 million 2022A: $1.8B3 2026E: $2.28B footprint Population source: United States Census Bureau
Slide 6: Company overview
Company overview Overview Highlights / Objectives License: Integrated Expanding Production: Scaling up Matteson facility with 34,800 sq. ft. flowering canopy by Current Cultivation: ~24,000 sq ft Q1 2025. • 250,000 sq ft indoor cultivation and manufacturing facility Market Demand: Strong wholesale d
Slide 7: Nationwide blueprint & SOPs
Nationwide blueprint & SOPs By implementing cost-effective and scalable production methods, we are transforming the cannabis CPG industry. Our proven systems and processes are replicated across multiple sites, leading to industry-leading yields and consistent, high-quality, competitively priced cann
Slide 8: Financial and operational highlights
Financial and operational highlights 56% 56% 17.1M 91% QoQ wholesale growth in Massachusetts 3rd 1M 91% QoQ Wholesale Rev. Total Rev in Q3 2024 YoY Wholesale YoY wholesale Rev. growth Best Month in Illinois in Massachusetts Adjusted EBITDA* in Q3 Growth in Growth in Wholesale (October) Massachusetts
Slide 9: Operational leadership
Operational leadership Andrew Thut Leo Gontmakher Chief Executive Officer Board, Consulting Operations Leader Andrew was an early investor in 4Front, joining the company full time in Leo co-founded Northwest Cannabis Solutions, which under his 2014 and served as Chief Investment Officer before being
Slide 10: Markets
Markets Planet of the 10 Grapes
Slide 11: Winning in Washington
4Front | A mass market for consumer cannabis | 11 Winning in Washington Top In-State Producer & Processer* Garlic Z Record-Setting Quarter in Q3 2024 • Washington operations achieved their strongest quarter since Q1 2022, with significant revenue growth and record sales across multiple categories. 6
Slide 12: Winning in Washington
4Front | A mass market for consumer cannabis | 12 Winning in Washington Top In-State Producer & Processer* Garlic Z Washington as an R&D Hub • The Washington market serves as a testing ground for product innovations before rollout in other states. Successful products like the EZ vape pen are now bei
Slide 13: Matteson Cultivation and Production Facility, Illinois
Facility Highlights Matteson Cultivation and • Mold prevention with waterproof walls • Advanced drainage and irrigation Production Facility, Illinois • Adjustable LED lighting and automated fertigation Phase I: • Precise humidity and CO2 control ~40k sq ft of flowering canopy • Upgraded HVAC for opt
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Slide 15: Transforming Cannabis Production in Illinois
Transforming Cannabis Production in Illinois Matteson Facility: Driving Future Growth for 4Front State-of-the-Art Scale & Design • 250,000 square feet of advanced cultivation and production space • Purpose-built for efficient, high-volume production and scalability Significant Production Capacity •
Slide 16: Transforming Cannabis Production in Illinois contd.
Transforming Cannabis Production in Illinois contd. Matteson Facility: Driving Future Growth for 4Front Innovative Product Offerings • Supports diverse SKUs across flower, pre-rolls, vapes, and concentrates • Adding new product lines, including solventless rosin and THCa isolates • Comprehensive ext
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Slide 18: Unparalleled quality in Massachusetts
4Front | A mass market for consumer cannabis | 18 Unparalleled quality in Massachusetts Garlic Z 56% Wholesale Revenue Growth Quarter-over-Quarter* Significant increase in wholesale revenue, driven by a robust demand for 4Front’s branded products and an expanding wholesale footprint. 91% Year-over-Y
Slide 19: Brands & Products
o “ 4FRONT Brands & Products
Slide 20: Optimized brand portfolio & suite of products
Optimized brand portfolio & suite of products FLOWER VAPES & CONCENTRATES EDIBLES & TINCTURES 20
Slide 21: Retail network
Retail network Mission Dispensaries: Expanding Reach and Deepening Customer Engagement Dispensary Network: Operating 5 Mission branded dispensaries across Illinois and Massachusetts. Welcomed our third Illinois location in Norridge this May. Direct-to-Consumer Sales: Vertically integrated approach i
Slide 22: High Rollers Club: elevating engagement and loyalty
4Front | A mass market for consumer cannabis | 22 High Rollers Club: elevating engagement and loyalty The High Rollers Club, conceived by 4Front, is an exclusive membership initiative designed to enhance consumer loyalty and elevate brand experience through a suite of premium benefits and personaliz
Slide 23: Well positioned to serve consolidating markets on the cusp of explosive growth
Well positioned to serve consolidating markets on the cusp of explosive growth Planet Sherb • One of the most cost effective and efficient producers of high-quality cannabis consumer packaged goods • Strategic asset base in rapidly consolidating medical and adult-use markets • Coveted brand portfoli
Slide 24: Contact
Contact Andrew Thut Brandon Mills Chief Executive Officer EVP Operations Ph: 602.428.5337 Ph: 858.212.3341 Email: IR@4frontventures.com Email: brandon.mills@4frontventures.com 4frontventures.com 24
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