Leef Brands Inc · CSE:LEEF
Leef Brands — Investor Presentation (February 2025)
22 slides from Leef Brands's investor presentation, February 2025
Slide 1: Investor Presentation
by eee LEK KE Pegged ” y d y) ® @: id z i ee BRANDS INVESTOR PRESENTATION
Slide 2: Disclaimer
DISCLAIMER Cautionary Note Regarding Forward-Looking Information This presentation (this “Presentation”), contains “forward-looking information” and “forward-looking statements regarding LEEF Holdings Inc. (“LEEF” or the “Company”) and its subsidiaries (collectively, “forward-looking information”).
Slide 3: Our Vision
LEEF, owned and managed by some of the best legacy operators in the industry, is one of California’s largest and most sophisticated cannabis companies. Our platform consists of an integrated supply chain, innovative extraction processes OUR VISION and focuses on powering many of California's largest
Slide 4: Table of Contents
OUR COMPANY PAGE 1 OUR SUPPLY CHAIN PAGE 2 EXTRACTION PAGE 3 LEEF BRANDS OUR SERVICES PAGE 5 OUR RETAIL PAGE 6 TA B L E O F CALIFORNIA MARKET PAGE 7 CONTENTS CORPORATE STRATEGY PAGE 8 FINANCIAL GROWTH PAGE 13 CAP TABLE PAGE 14 MEET THE TEAM PAGE 15
Slide 5: Our Company: Vertically Integrated
By owning and controlling processes from cultivation through O U R C O M PA N Y extraction, LEEF provides a better consumer experience while Vertically Integrated maximizing efficiencies and reducing input costs. LEEF is the premier extraction company in the world’s largest cannabis market. S U P P
Slide 6: One of the largest cannabis farms in the world
• Salisbury Canyon Ranch is our 1900-acre trophy ranch O U R S U P P LY C H A I N • The 187-acre cannabis cultivation permit is the largest in Santa Barbara One of the largest County, with the ability to scale as demand increases • Perfectly positioned for federal legalization and eventual interstat
Slide 7: Extraction: Large-scale
• Extraction practices cover all major concentrate categories and EXTRACTION power roughly half of California’s approximately $4.2B market Large-scale • LEEF consumes over 3,100,000 lbs* of cannabis annually, making us one of the largest raw cannabis consumers in California ETHANOL S O LV E N T L E
Slide 8: Ability to extract 3.1M lbs per year
• Extraction capacity is among the largest in the world EXTRACTION • Currently running at 75% capacity and can double with minimal investment • Focus on innovation resulting in higher yields and quality Ability to extract 3.1M • Type 7 manufacturing license allows us to produce every type of concent
Slide 9: Our Services
OUR SERVICES Our best-in-class concentrates and services are a contributing factor in higher customer retention, increased market share, We are concentrate providers and the realization of higher margins for some of the largest to many of the largest brands brands in the state of California and reta
Slide 10: Our Retail
O U R R E TA I L The Leaf is located in the heart of El Paseo – Palm Desert’s world-class retail, art, and dining district – and only minutes from the celebrated Coachella Valley Music & Arts Festival site. We believe the store redefines what the modern cannabis dispensary should be. The Leaf offers
Slide 11: The California Market
THE CALIFORNIA MARKET • LEEF has proven itself in the world’s largest and most competitive cannabis market • California is the most populated state, with over 39 million residents • With approximately $4.2B* in sales last year, it represents approximately 15% of the $30B US cannabis market • Califor
Slide 12: Four Pillars of Growth
C O R P O R AT E S T R AT E G Y Four Pillars of Growth While many cannabis companies are waiting for federal reform or new states to open, LEEF Brands has a unique set of powerful fundamental catalysts ahead. The company has four pillars of growth that will make 2025 a transformational year: 1. Plan
Slide 13: Planting Salisbury Canyon Ranch
C O R P O R AT E S T R AT E G Y Planting Salisbury Canyon Ranch The 2025 launch of our new cultivation site is a pivotal milestone. When fully scaled, Salisbury Canyon Ranch will be one, if not the biggest, cannabis farm in the world. Key benefits: 1. Lower COGS drive higher margins: When fully plan
Slide 14: Advances in Extraction Technology
C O R P O R AT E S T R AT E G Y Advances in Extraction Technolgy LEEF utilizes proprietary extraction technology that meaningfully increases yields and quality. These advancements will allow us to produce more concentrates from every pound of material we process. This is key, as we have more demand
Slide 15: Expanding to New Markets
C O R P O R AT E S T R AT E G Y Expanding to New Markets By leveraging our manufacturing skill set and the Leef Labs brand recognition, we will enter new markets on an asset-light basis through M&A or by partnering with out-of-state manufacturing companies. The company is well positioned to bring it
Slide 16: Bitcoin Treasury Reserve
C O R P O R AT E S T R AT E G Y Bitcoin Treasury Reserve A Bitcoin Treasury Reserve strategy allocates a portion of a company’s balance sheet to Bitcoin as a long-term reserve asset. Over 70 publicly traded companies use this approach, and LEEF is the leader in integrating cannabis and Bitcoin. LEEF
Slide 17: Revenue and Margins Expansion
FINANCIAL GROWTH LEEF OFFERS THE OPPORTUNITY TO Revenue and INVEST AHEAD OF CHANGE Year Estimated Gross Margin Margins The four pillars of growth are expected to drive significant 2024 32% improvements in revenue, margins, and EBITDA. 2025 44% Expansion 2026 54% 60,000,000.00 50,000,000.00 40,000,00
Slide 18: Cap Table
C A P TA B L E All nancial gures are in USD millions and are provided as of September 30, 2024 1) As of September 30, 2024 2)The Conver ble Debentures have a maturity date of September 2027 and bear interest at a rate of 11% per annum. The Conver ble Debentures are conver ble into units of the Compa
Slide 19: Executive Team
EXECUTIVE TEAM MICAH ANDERSON JESSE REDMOND JAMIE WARM CEO & Director KEVIN WILSON, CPA Vice President of Strategy CFO Head of Investor Relations & Business Development Mr. Anderson is a serial entrepreneur and the CEO of LEEF Mr. Redmond is the former cannabis analyst, co-founder Mr. Warm has over
Slide 20: Board of Directors
BOARD OF DIRECTORS BEN SLOME ANDREW GLASHOW EMILY HEITMAN Ben has been investing and operating in the cannabis space for the last Andrew Glashow has 25 years of experience in the capital markets and Ms. Heitman is a self-starter with an entrepreneurial mind with a unique seven years. His most recent
Slide 21: Shareholders, Press & Media
SHAREHOLDERS JIMMY BUTLER RUDY GOBERT JERAMI GRANT DAVIS BERTANS Miami Heat Minnesota Timberwolves Portland Trailblazers Charlotte Hornets PRESS & MEDIA Influencer Editorial 80M+ Impressions 7M+ Followers IAN MAHINMI JAMES SHIELDS Retired NBA Star Retired MLB All-Star 17
Slide 22: Contact
ir@leefca.com www.leefbrands.com 19 18