The European Cannabis Opportunity. 26 th September 2018

Transcription

1 The European Cannabis Opportunity 26 th September 2018

2 Our European Cannabis Credentials Europe s Cannabis Investment Group Insights & Intelligence into the European Market Conference Series focused on Science, Policy & Investment

3 Who we work with What we do

4 The European Cannabis Report The most comprehensive review of the European cannabis industry. As featured in

5 Section 1 The European Opportunity

6 "EUROPE S LEGAL CANNABIS MARKET IS A BILLION OPPORTUNITY* *Requires all European markets to be legal. Est. <10 Years

7 3 Key Points

8 Section 2 European Legislation

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12 European Parliament Draft Motion New draft motion European Parliament (EP) Committee on the Environment, Public Health and Food Safety (ENVI) this autumn. Attempt to encourage the European Commission to allocate more resources towards scientific research in cannabis. Motion is signed by an MEP from every political group in the European Parliament

13 Section 3 Value of the New Market

14 Cannabis and Healthcare Medical cannabis has the ability to treat over 52 conditions. Cannabis is now legal for medical purposes in 44 countries around the world and this number is increasing month by month. It is, in my view, the most exciting medical development of the early 21st century. - Professor Mike Barnes MD FRCP, Honorary Professor of Neurological Rehabilitation at Newcastle University Total cost of Treatment: 46.6 Billion

15 Market Valuation

16 Netherlands

17 Regulation in The Netherlands Cannabis First criminalised 1972 Cannabis first becomes commercially available in coffeeshops 2001 Bedrocan is established 2017 OMC opens a number of cultivation tenders Medical cannabis is 2003 Cannabis officially recognised as a lessdangerous drug legalised. Office for Medical Cannabis established Bill passed to regulate supply of cannabis to coffeeshops 2018

18 The Netherlands Strategic Advantage Export Regulation. Intellectual Property Workforce

19 Germany

20 Germany 2017<5,000 Patients 2018>38,000 Patients Yet Only 2% of Doctors Prescribe

21 UK

22 Section 4 Investment Opportunities

23 PREVENTING GROWTH Lack of North American Leadership Legacy issues including potential money laundering. Few European banks have existing regulation Clearstream Banking mixed signals.

24 Major Brands are Investing in Cannabis

25 FINDING FINANCE PRIVATE EQUITY IPO & ICO CROWDFUNDING

26 RECENT MAJOR EUROPEAN DEALS Invest in cannabis It s profitable! - Zoran Zaev (Prime Minister of Macedonia)

27 Public Market Performance Frankfurt Stock Exchange (FWB) Listed Companies 300% in 2 years 700% in 3 years 400% in 1 year 300% in 1 year 400% in 1 year 400% in 1 year

28 UK Public Markets NEX listed cannabis companies have also seen steady to strong performance. 4+ Cannabis Companies publicly listed in UK. High volume of IPOs expected Q1 2019

29 Cannabis Industry Segments

30 Integration of Cannabis

31 Cannabis - Beauty & Lifestyle Cannabis is being marketed as the hottest new luxury beauty brand The skin has native receptors for cannabinoids, allowing the extracts to be instantly and fully absorbed, making them an effective treatment for inflammatory conditions such as eczema and acne - Alexia Inge, founder of Cult Beauty

32 Cannabis - Food & Drink Cannabis ranked as one of the Top-10 food trends to watch in 2018 Specialty Food Association (SPA)

33 Cannabis - The New Craft Beer? This is one of the fastest-growing categories globally. Why? Because people want it. When consumers want something, you ignore it at your peril. - Chris Burggraeve (Anheuser-Busch InBev NV)

34 Cannabis is Disrupting the Alcohol market 3 years after recreational legalization Sales of cannabis overtook alcohol sales in Aspen, Colorado in years after recreational legalization Cannabis sales are expected to exceed wine sales in Canada by 2020.

35 Cannabis and Tobacco How long can Big Tobacco wait?

36 Consumption of Cannabis

37 Future of Cannabis Production

38 European Trends Medical GMP Regulations Insurance Premium Prices Medicine Format New Demographic Patient Growth

39 The European Cannabis Report STEPHEN MURPHY MANAGING DIRECTOR 3rd Edition OUT NOW