Rubicon Organics, Inc. · TSXV:ROMJ
Rubicon Organics — Shareholder Meeting (September 2021)
11 slides from Rubicon Organics's shareholder meeting presentation, Sep 15, 2021
Slide 1: Annual General Meeting September 15, 2021
TSXV: ROMJ | OTCQX: ROMJF ANNUAL GENERAL MEETING SEPTEMBER 15, 2021
Slide 2: Disclaimer
Disclaimer This presentation is not, and under no circumstances is to be construed as, a prospectus, or advertisement or a public offering of securities of Rubicon Organics Inc. (“Rubicon Organics" or the "Company"). This presentation contains forward-looking statements within the meaning of applica
Slide 3: Rubicon Organics Inc. AGM Agenda
RUBICON ORGANICS INC. AGM AGENDA Jesse McConnell, CEO and Chair of the AGM 1. Approval of audited financial statements of the Company 2. Fixing the number of directors 3. Election of directors 4. Appointment of auditors 5. Other business |3 TM
Slide 4: Recent Highlights and Milestones
RECENT HIGHLIGHTS AND MILESTONES 1. Innovation: Good, better, best product offering now rolling out across Canada: 23 to 44 SKUs, across five brands 2. Distribution: New distribution secured in Quebec, New Brunswick, Manitoba, and Yukon; Shoppers Drug Mart 3. Financial flexibility: $23 million equit
Slide 5: Proven Market Leaders in Premium
PROVEN MARKET LEADERS IN PREMIUM Flower and pre-rolls represent 71% of cannabis product sales Simply Bare™ Q2 2021 market share summary Ontario #5 Premium brand all flower and pre-roll products British Columbia #1 Premium brand all flower and pre-roll products Alberta #6 Premium brand all flower and
Slide 6: Best-in-Class Producer of Organic Cannabis
BEST-IN-CLASS PRODUCER OF ORGANIC CANNABIS Organic factors into 42% of purchasing decisions, 65% of consumers willing to pay a premium Simply Bare™ Q2 2021 market share summary #1 #1 Organic flower and Organic flower and pre-roll brand in pre-roll brand in B.C. Ontario #1 #1 Organic flower and Organ
Slide 7: ESG Leadership is Core to Executing our Strategy
ESG Leadership is Core to Executing our Strategy 1st cannabis producer in the world with an ESG report Why is ESG important? Growth #1 Sustainability-marketed products have Organic flower andshown 7.1x faster growth than products pre-roll not brandmarked in as sustainable1 Ontario Price 39.5% price
Slide 8: Valuation Multiple Re-rating as We Deliver
VALUATION MULTIPLE RE-RATING AS WE DELIVER Mcap EV Rev. '21 Rev. '22 EV/Rev. EV/Rev. (mm) (mm) (mm) (mm) '21 '22 Hexo $757 $730 $128 $252 5.7x 2.9x Organigram $931 $878 $77 $117 11.4x 7.5x Tilray US$7,074 US$8,326 US$559 US$838 14.9x 9.9x Village Farms1 $926 $877 $102 $160 8.6x 5.5x On April 9, 2021
Slide 9: Looking Ahead
LOOKING AHEAD 1. ~50% increase in product portfolio shipping from Q3 prior to end of year 2. Accelerating revenue growth trajectory with 1964 Supply Co™ and Homestead Cannabis Supply™ 3. Critical milestone achieved toward EU-GMP Certification with first trial batch shipment of cannabis to Germany 4.
Slide 10: Mission, Vision, Values
MISSION | grow the best cannabis on earth, for the earth VISION | be the global brand leader in organic cannabis VALUES | growth, sustainability, freedom, impact |10 TM
Slide 11: Contact Us
CONTACT US Investor Relations [email protected] +1-437-929-1964 Please visit us at: www.rubiconorganics.com TM Rubicon Organics Inc. 505 – 744 W. Hastings Street Vancouver, BC V6C 1A5 TSXV: ROMJ | OTCQX: ROMJF
Rubicon Organics — Shareholder Meeting (September 2021) on 6ix