N P e r w o p F e r r o t y n t o i e f r D a - - PowerPoint PPT Presentation

2019 INDUSTRY UPDATE: GLOBAL MARKETS

GIADHA AGUIRRE DE CARCER FOUNDER & CEO, NEW FRONTIER DATA

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MISSION

New Frontier Data strives to be the cannabis data analysis and industry reporting authority by collecting reliable data, applying rigorous analysis, and producing actionable

• intelligence. We are committed to the highest level of
• bjectivity and transparency as we endeavor to equip our

customers with the knowledge necessary to increase profits, identify opportunities, and navigate this nascent and still underserved market space.

VISION

To be the World’s Big Data Authority for the Cannabis Industry.

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FIVE DIMENSIONS OF CANNABIS DATA DATA ACROSS ALL FIVE DIMENSIONS IS CRITICAL TO UNDERSTAND AND EVALUATE THIS NEW SECTOR.

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LEGAL CANNABIS IS GOING GLOBAL

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A GROWING NUMBER OF GLOBAL CANNABIS CONSUMERS

83.0 77.2 51.5 42.6 12.9 3.7 1.0 10 20 30 40 50 60 70 80 90

Africa Asia North America Europe Latam Oceania Caribbean

Estimated Number of Cannabis Consumers by Region (in millions)

272 million

Total Estimated Number of Global Cannabis Consumers

$356 billion

Total Addressable Market (Illicit and Legal Combined)

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THERE ARE MILLIONS OF CANNABIS CONSUMERS, BUT USE VARIES WIDELY ACROSS REGIONS

11.4% 2.4% 3.0% 5.9% 2.9% 17.5% 11.7%

0% 5% 10% 15% 20%

Africa Asia Caribbean Europe Latam North America Oceania

Regional Average Past-Year Cannabis Use

(2018, Age 15+ Years)

6.2%

Global average past- year cannabis users (15+ years)

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NORTH AMERICA IS LAYING THE FOUNDATION FOR A GLOBAL INDUSTRY

CANADA

Population: 36.3 million Cannabis Consumers: 4.2 million 2018 Legal Market: USD $1.3 billion

U.S.

Population: 325.7 million Cannabis Consumers: 22.4 million 2018 Legal Market: USD $ 10.3 billion

TOTAL LEGAL MARKET

2018-2025

Canada: $36 Billion US: $136 Billion

Total: $173 Billion

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SURGING INVESTMENT IS FUNDING EXPANSION & SCALE Big Alcohol & Tobacco’s Accounted for Nearly Half of 2018’s Total Cannabis Investments

$0.91 $1.29 $3.49 $13.80 $4.00 $1.80

$- $2.0 $4.0 $6.0 $8.0 $10.0 $12.0 $14.0

2015 2016 2017 2018* Constellation's Investment In Canopy Growth Altria's Investment in Cronos

$ Billions Big Alcohol & Tobacco's 2018 Investment In Cannabis

$5.8 BN

SOURCE: VIRIDIAN CAPITAL ADVISORS

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EUROPE: IS A CENTRAL FOCUS OF CANNABIS EXPORTS

• Largest wave of cannabis reform &

legalization in the world.

• 29 countries allow some form of

medical cannabis use, but rules vary widely

• Products allowed range from flower to

Sativex & Epidiolex

• Pharmacies (not dispensaries) are

the primary distribution channel

Medical Use

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ASIA: THE EPICENTER OF GLOBAL HEMP PRODUCTION

• The world’s most populous nations, India and

China, are major hemp producers

• Thailand is developing a medical cannabis

program; aims to be a leading low-cost high quality cannabis exporter

• The CBD markets in Japan in Korea will represent

significant opportunities for nutraceuticals and cosmetics

Medical Use CBD/Hemp

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AFRICA: BUILDING MOMENTUM FOR LOW COST PRODUCTION

• Southern Africa is leading cannabis legalization in

Africa

• The South African Supreme Court ruled cannabis

prohibition violates South Africans’ human rights. Laws and regulations due by October 2020.

• Lesotho and Zimbabwe have legalized

medical use.

• A bill to legalize adult use in Kenya was just

introduced

• Zambia, Equatorial Guinea, Liberia, Guinea Bissau

are all exploring industrial hemp/medical use

Proposed Medical Use Medical Use Recreational Use Proposed Recreational

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OCEANIA: A REGIONAL HUB FOR LEGALIZATION IN THE PACIFIC

• Australia and New Zealand anchor Oceania’s

cannabis markets, with the highest usage rates in the region.

• Australia is a leading importer, but wants

to become a global exporter

• New Zealand is on track to be the next

Oceanic nation to legalize adult use

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LATIN AMERICA: A STRATEGIC CENTER FOR CANNABIS TRADE

• Latin American is at the forefront of

cannabis legislation reform.

• Uruguay was the first nation to fully

legalize recreational use

• Many countries in the region, including

Columbia, Panama, and Uruguay are investing heavily in building export capacity

• Brazil, Latin America’s highest Total

Addressable Market, remains an import

• nly, CBD-only market

Medical Use Recreational Use CBD/Hemp

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• The entrance of big pharma, alcohol and tobacco is funding expansion & scale
• Courts are now starting to define the rights of cannabis consumers, and laws are

consequently evolving

• Countries like Georgia, Mexico and South Africa are some of the first examples where

human rights helped shape cannabis policy

• The global cannabis market is evolving quickly, and Canada (and the U.S.) are paving the

way

• International markets are opening quickly, but regulations vary widely as do the
• pportunities
• Data will be central to understanding how the market’s behavior today will influence

performance tomorrow

• Plan for where the market is going, not where it is today

This is the beginning of a global socio-economic revolution, and you are its vanguard

KEY TAKEAWAYS

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AS FEATURED IN:

THE GLOBAL REPORT

2019 INDUSTRY OUTLOOK

FREE REPORT

Purchase Presale Today:

NewFrontierData.com/global-report STRENGTH IN KNOWLEDGE™

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Giadha Aguirre de Carcer

Founder & CEO New Frontier Data Gdecarcer@newfrontierdata.com

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