Better Choice Company (OTCQB: BTTR) is a rapidly growing animal health and wellness company committed to leading the industry shift toward pet products and services that help dogs and cats live healthier, happier and longer lives. Better Choice takes an alternative, nutrition-based approach to animal health relative to conventional dog and cat food offerings, and positions its portfolio of brands to benefit from the mainstream trends of growing pet humanization and consumer focus on health and wellness. The Company has a demonstrated, multi-decade track record of success selling trusted animal health and wellness products, and leverage its established digital footprint to provide pet parents with the knowledge to make informed decisions about their pet’s health. Better Choice sells the majority of its dog food, cat food and treats under the Halo and TruDog brands, which are focused, respectively, on providing sustainably sourced kibble and canned food derived from real whole meat, and minimally processed raw-diet dog food and treats.
Better Choice Company (OTCQB: BTTR) is a rapidly growing animal health and wellness company committed to leading the industry shift toward pet products and services that help dogs and cats live healthier, happier and longer lives. Better Choice takes an alternative, nutrition-based approach to animal health relative to conventional dog and cat food offerings, and positions its portfolio of brands to benefit from the mainstream trends of growing pet humanization and consumer focus on health and wellness. The Company has a demonstrated, multi-decade track record of success selling trusted animal health and wellness products, and leverage its established digital footprint to provide pet parents with the knowledge to make informed decisions about their pet’s health. Better Choice sells the majority of its dog food, cat food and treats under the Halo and TruDog brands, which are focused, respectively, on providing sustainably sourced kibble and canned food derived from real whole meat, and minimally processed raw-diet dog food and treats.
- Better Choice Company reported third quarter 2020 earnings with net sales of $3.0 million, a 27% increase in international sales.
- The company has an annualized run rate of $12 million based on Q3 sales and expects China to be its highest growth market with an annual revenue run rate of $7 million.
- Better Choice aims to uplist to Nasdaq or NYSE in mid-2021 which is expected to be a significant catalyst for the company and its capital markets profile.
- The stock market was little changed last week despite most companies beating earnings estimates. Strong US economic data is offset by concerns over trade conflicts and slowing growth in Europe and China.
- Commodity prices have declined in recent months, which is a concern as commodity prices often predict the health of the global economy. Defensive sectors have outperformed cyclical sectors since May.
- With midterm elections approaching and investor optimism high, a cautious approach is recommended due to risks of a market correction. Investors should focus on defensive sectors like healthcare, utilities, and consumer staples.
Stocks are facing resistance as breadth trends remain challenging, but investors are growing more optimistic about earnings. Rising commodity prices could pressure profit margins and surge in gasoline prices may weigh on consumer spending and economic growth. Bond yields are moving higher again as inflation concerns rise, which could lead to accelerated pace of rate hikes by the Fed. Sentiment indicators show mixed signals with some turning more bullish.
Stronger GDP Data Suggests Resilient Economy
Summary
Economy: Second-quarter GDP improves to
2.6% assisted by increase in consumer
spending and export growth
Fed Policy: Yellen leaves rates unchanged/
suggests October start to portfolio reduction
Sentiment: Indicators of investor psychology
show leap in optimism
Strongest Sectors: Financials, tech,
materials and industrials
Aurora investor presentation acquisition of canni-med therapeuticsMarc Lakmaaker
- Aurora has acquired CanniMed Therapeutics to form a medical cannabis centre of excellence and gain CanniMed's drug delivery technologies and strong brands.
- The acquisition adds 19,000 kg per year of funded production capacity and expands Aurora's international footprint.
- The combination of Aurora and CanniMed enhances Aurora's medical offerings with CanniMed's four balanced ratio cannabis strains.
Trup investor presentation november 2016 v finaltrupanion
This document summarizes a Trupanion investor presentation from November 2016. Some key points:
- Trupanion provides pet medical insurance with comprehensive lifelong coverage for dogs and cats, including hereditary and congenital conditions. They pay veterinarians directly through their Trupanion Express program.
- The pet medical insurance market in North America is significantly underpenetrated compared to other developed countries like the UK. Trupanion believes their superior product and veterinary relationships position them for continued high growth as the market expands.
- Trupanion has demonstrated strong and predictable growth over time through their recurring subscription model, with 28% year-over-year revenue growth and 21% growth in enrolled pets
Updated investor presentation for Flower One Holdings. The Company’s common shares are traded on the Canadian Securities Exchange under the Company’s symbol "FONE", in the United States on the OTCQX Best Market under the symbol "FLOOF" and on the Frankfurt Stock Exchange under the symbol “F11”. For more information, visit: https://flowerone.com.
Better Choice Company (OTCQB: BTTR) is a rapidly growing animal health and wellness company committed to leading the industry shift toward pet products and services that help dogs and cats live healthier, happier and longer lives. Better Choice takes an alternative, nutrition-based approach to animal health relative to conventional dog and cat food offerings, and positions its portfolio of brands to benefit from the mainstream trends of growing pet humanization and consumer focus on health and wellness. The Company has a demonstrated, multi-decade track record of success selling trusted animal health and wellness products, and leverage its established digital footprint to provide pet parents with the knowledge to make informed decisions about their pet’s health. Better Choice sells the majority of its dog food, cat food and treats under the Halo and TruDog brands, which are focused, respectively, on providing sustainably sourced kibble and canned food derived from real whole meat, and minimally processed raw-diet dog food and treats.
- Better Choice Company reported third quarter 2020 earnings with net sales of $3.0 million, a 27% increase in international sales.
- The company has an annualized run rate of $12 million based on Q3 sales and expects China to be its highest growth market with an annual revenue run rate of $7 million.
- Better Choice aims to uplist to Nasdaq or NYSE in mid-2021 which is expected to be a significant catalyst for the company and its capital markets profile.
- The stock market was little changed last week despite most companies beating earnings estimates. Strong US economic data is offset by concerns over trade conflicts and slowing growth in Europe and China.
- Commodity prices have declined in recent months, which is a concern as commodity prices often predict the health of the global economy. Defensive sectors have outperformed cyclical sectors since May.
- With midterm elections approaching and investor optimism high, a cautious approach is recommended due to risks of a market correction. Investors should focus on defensive sectors like healthcare, utilities, and consumer staples.
Stocks are facing resistance as breadth trends remain challenging, but investors are growing more optimistic about earnings. Rising commodity prices could pressure profit margins and surge in gasoline prices may weigh on consumer spending and economic growth. Bond yields are moving higher again as inflation concerns rise, which could lead to accelerated pace of rate hikes by the Fed. Sentiment indicators show mixed signals with some turning more bullish.
Stronger GDP Data Suggests Resilient Economy
Summary
Economy: Second-quarter GDP improves to
2.6% assisted by increase in consumer
spending and export growth
Fed Policy: Yellen leaves rates unchanged/
suggests October start to portfolio reduction
Sentiment: Indicators of investor psychology
show leap in optimism
Strongest Sectors: Financials, tech,
materials and industrials
Aurora investor presentation acquisition of canni-med therapeuticsMarc Lakmaaker
- Aurora has acquired CanniMed Therapeutics to form a medical cannabis centre of excellence and gain CanniMed's drug delivery technologies and strong brands.
- The acquisition adds 19,000 kg per year of funded production capacity and expands Aurora's international footprint.
- The combination of Aurora and CanniMed enhances Aurora's medical offerings with CanniMed's four balanced ratio cannabis strains.
Trup investor presentation november 2016 v finaltrupanion
This document summarizes a Trupanion investor presentation from November 2016. Some key points:
- Trupanion provides pet medical insurance with comprehensive lifelong coverage for dogs and cats, including hereditary and congenital conditions. They pay veterinarians directly through their Trupanion Express program.
- The pet medical insurance market in North America is significantly underpenetrated compared to other developed countries like the UK. Trupanion believes their superior product and veterinary relationships position them for continued high growth as the market expands.
- Trupanion has demonstrated strong and predictable growth over time through their recurring subscription model, with 28% year-over-year revenue growth and 21% growth in enrolled pets
Updated investor presentation for Flower One Holdings. The Company’s common shares are traded on the Canadian Securities Exchange under the Company’s symbol "FONE", in the United States on the OTCQX Best Market under the symbol "FLOOF" and on the Frankfurt Stock Exchange under the symbol “F11”. For more information, visit: https://flowerone.com.
This document provides an investor presentation for Trupanion, a company that provides medical insurance for pets. Some key points:
- Trupanion offers comprehensive, lifelong medical insurance coverage for dogs and cats that pays 90% of veterinary costs with no payout limits.
- The market for pet medical insurance in North America is significantly underpenetrated compared to other developed countries like the UK. Trupanion is well positioned for growth as it offers superior value and coverage compared to legacy US providers.
- Trupanion has established deep relationships with over 7,600 veterinary hospitals through its territory partner program. This referral network and proprietary data drive efficient customer acquisition.
- The company
Centric Health Corporation - Investor Presentation - April 2, 2020Trevor Heisler
Centric Health is an essential service provider and one of Canada's leading providers of Specialty Pharmacy services to seniors in long-term care and retirement homes.
Magnit reported its 1H 2007 results, with net sales growing 72% since 2004 to $1.64 billion. Magnit operates 2,009 stores across Russia, focusing on convenient locations and a carefully selected assortment. It aims to increase market penetration in existing regions while selectively expanding to new areas. Magnit also plans further growth through 17 hypermarkets under construction.
Trupanion investor presentation - September 2016trupanion
This presentation summarizes Trupanion, a provider of medical insurance plans for pets. Some key points:
- Trupanion offers comprehensive, lifelong coverage for dogs and cats, including hereditary and congenital conditions. This provides a superior value proposition compared to legacy U.S. providers.
- Trupanion has established deep relationships with over 7,600 veterinary hospitals through its territory partner program, driving an efficient acquisition model.
- Proprietary data and technology platforms like Trupanion Express provide advantages over competitors by enhancing customer experience and lowering costs.
- Trupanion has achieved strong growth over 15 years, with 29% year-over-year revenue growth and 23%
- The document is a 2007 annual results presentation from OJSC Magnit, a Russian food retailer, which contains disclaimers about the information provided and forward-looking statements.
- Magnit has experienced strong growth since entering food retail in 1998, growing its store count to over 2,000 convenience stores and 5 hypermarkets by early 2008.
- Magnit's strategy is to further expand its convenience store operations while also rolling out its hypermarket format, with a focus on improving efficiency.
The stock market broke a two-week losing streak last week, with the S&P 500 gaining 1.5%. Recent economic data points to continued strong GDP growth of around 3% annually. June jobs numbers were better than expected and the unemployment rate remains low. While some indicators show defensive sectors gaining and market breadth narrowing, overall economic strength supports the stock market, though volatility may increase in the summer due to mid-term elections.
- The stock market climbed to new record highs last week, supported by strong corporate profit growth and improving global economies. Earnings are being boosted by recent tax legislation and a weak U.S. dollar.
- 81% of companies so far this earnings season have reported quarterly sales above estimates, which would be a record high percentage. However, investor optimism is approaching euphoria, which is worrisome given market tops occur at maximum optimism.
- Fourth quarter GDP grew at an annual rate of 2.6%, below expectations of 2.9%, but strong consumer spending suggests continued economic growth. The focus this week will be on Friday's jobs report.
Raymond James 37th Annual Institutional Investors Conference PresentationStoneMor
StoneMor Partners L.P. held an investor conference in March 2016 to discuss its business operations and strategy. The presentation included forward-looking statements and discussed various risks, assumptions, and uncertainties that could impact financial projections and results. StoneMor then provided an overview of its business, including that it is the second largest owner and operator of cemeteries in the US, with 307 cemeteries and 105 funeral homes across 28 states. It also summarized its strategic focus on acquisitions, organic growth initiatives, and maintaining a conservative financial profile to deliver reliable value to unitholders.
Summary
Economy: Upside surprises = June Jobs Report strong; ISM Manufacturing and non-manufacturing indices tick up; trade deficit narrows
Fed Policy: Yellen points to potential September drawdown in balance sheet
Sentiment: Indicators of investor psychology show optimism but short of levels considered excessive
Strongest Sectors: Those most closely tied to the economy; industrials, financials and material sectors exhibiting strongest RS
Tyson Foods plans to acquire AdvancePierre Foods for $4.2 billion. The acquisition expands Tyson's prepared foods portfolio and distribution network. It is expected to generate over $200 million in cost synergies within three years through consolidated manufacturing, supply chain efficiencies, and eliminating redundant functions. The deal enhances Tyson's financial profile and is expected to be immediately accretive to earnings per share. The complementary brands and distribution channels create opportunities for long-term revenue growth.
Medical Facilities Corporation - Investor Update - March 2020SharePitch
Investor update presentation for Medical Facilities Corporation following their announcing fourth quarter and year end results for 2019. Medical Facilities Corporation's common shares are listed on the TSX under the symbol DR.
BoyarMiller Breakfast Forum: The Energy Industry 2016 – Looking ForwardBoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a discussion on the energy industry.
Speakers included David A. Pursell with Tudor, Pickering, Holt & Co., Matthew G. Pilon with Simmons & Company International and Robert A. Dye, Ph.D. with Comerica Bank.
Summary
Economy: Housing rebounds –starts
increase for first time in four months – Building
permits climb the most since fourth quarter
2015; Conference Board’s Leading Economic
Index climbs most since December
Fed Policy: Policy committee meets July 25-
26 – no change expected in interest rates
Sentiment: Indicators of investor psychology
show optimism ticking up last week
Strongest Sectors: Financials, tech,
materials, industrials and health care
170526 may 2017 corporate presentation (fy17 q2) v finputcapital
This document provides an overview of Input Capital Corp., a company that streams canola production in Canada. It discusses how canola streaming works, highlighting the benefits to farmers of accessing capital upfront in exchange for future production. Input Capital has expanded its product line to include two types of streams - capital streams and marketing streams - to meet different farmer needs. The company has experienced strong growth in key metrics like the number of cash-producing streams and capital deployed. Input Capital aims to continue diversifying its portfolio as it builds out its canola streaming business.
The document is an investor presentation by Tyson Foods from March 2017. It summarizes that in FY16 Tyson Foods achieved record operating income, operating margin, adjusted EPS, operating cash flow, and segment operating margins. The outlook for FY17 projects EPS growth of around 12% over adjusted FY16 EPS, with sales remaining similar and capital expenditures of around $1 billion. Tyson Foods also discusses its strong financial performance in recent years, priorities for cash allocation, strategy for growth centered around protein-packed brands and sustainable food production, and opportunities in its retail packaged brands portfolio.
Weekly Market Notes for October 8, 2018Sarah Cuddy
- The stock market hit new highs after a revised trade deal between the US, Mexico, and Canada, but gains were capped by a rise in interest rates that sent stocks lower. Unemployment is at a 50-year low and economic indicators are strong, putting pressure on the Federal Reserve to continue raising interest rates. Third quarter earnings reports will begin this week and are expected to show 17% growth for S&P 500 companies. However, rising costs could threaten profit margins going forward. Investors are advised to focus on the health care and industrial sectors. Technical indicators suggest the market may be due for a pullback until breadth improves and pessimism rises.
Weekly Market Notes for October 29, 2018Sarah Cuddy
- The major US stock indexes fell nearly 4% last week as rising interest rates, tariffs, and mixed corporate earnings continued to weigh on markets.
- Defensive sectors like utilities, consumer staples, and healthcare have been market leaders, but leadership may shift to materials, consumer discretionary, and technology if a market bottom is identified.
- Economic data shows continued US growth in the third quarter of 3.5%, but inflation pressures have subsided. The Fed is expected to raise rates again in December.
Trup power point presentation (roth - 3-13-17)trupanion
Trupanion presented an investor presentation in March 2017. The presentation summarized Trupanion's mission to provide the best veterinary care for pets, highlighted the company's focus on medical insurance for pets, and presented data showing the large underpenetrated market opportunity in North America. The presentation also discussed Trupanion's advantages, including its superior value proposition for pet owners compared to legacy US providers, established veterinarian relationships, data-driven proprietary platform, and barriers to competition.
- Pfizer reported financial results for the third quarter of 2017, with revenues of $13.2 billion, up 1% from the third quarter of 2016. Net income was $2.8 billion, up 110% from the prior year.
- The company narrowed its full-year 2017 revenue guidance range to between $52.4-53.1 billion and raised the midpoint of its adjusted diluted EPS guidance range to $2.60.
- Pfizer highlighted several recent product and pipeline milestones, including positive data readouts for Xtandi and its biosimilar trastuzumab candidate as well as regulatory approvals for Bavencio, Besponsa and Mylotarg.
Weekly Market Notes for January 14, 2019Sarah Cuddy
Fundamentally, the economy seems solid with good job growth, rising wages, and optimistic consumers, which supports stocks. However, uncertainties remain around earnings, Fed policy, trade talks, debt levels, and global growth.
Technically, the market has seen significant improvement, suggesting further upside. Downside momentum has broken and breadth is improving, though a retest of lows is possible.
Green Growth Brands provides a summary of its business strategy, leadership team, and financial projections. The company plans to leverage its retail experience from brands like Victoria's Secret to become a leading cannabis and CBD retailer. It will focus on superior customer experiences and digital capabilities. Green Growth Brands currently operates The Source dispensary in Nevada and plans to expand nationally. It also intends to launch CBD personal care brands to tap the fast-growing CBD market. Financial projections show strong revenue and earnings growth from both cannabis retail and CBD wholesale opportunities.
Marel Capital Markets Day 2021 - SustainabilityMarel
The document is a presentation by Marel hf. on sustainability. It begins with disclaimers noting that the purpose is to provide an overview of Marel, the information is subject to change, and no representations or warranties are being made. It also notes limitations on the data presented. The presentation then covers Marel's vision of a sustainable and affordable food supply. It discusses major global trends driving both increased food demand and sustainability challenges, including population growth, rising incomes, consumer preferences for convenience, and the need to reduce waste and ensure animal welfare, food safety, and traceability.
This document provides an investor presentation for Trupanion, a company that provides medical insurance for pets. Some key points:
- Trupanion offers comprehensive, lifelong medical insurance coverage for dogs and cats that pays 90% of veterinary costs with no payout limits.
- The market for pet medical insurance in North America is significantly underpenetrated compared to other developed countries like the UK. Trupanion is well positioned for growth as it offers superior value and coverage compared to legacy US providers.
- Trupanion has established deep relationships with over 7,600 veterinary hospitals through its territory partner program. This referral network and proprietary data drive efficient customer acquisition.
- The company
Centric Health Corporation - Investor Presentation - April 2, 2020Trevor Heisler
Centric Health is an essential service provider and one of Canada's leading providers of Specialty Pharmacy services to seniors in long-term care and retirement homes.
Magnit reported its 1H 2007 results, with net sales growing 72% since 2004 to $1.64 billion. Magnit operates 2,009 stores across Russia, focusing on convenient locations and a carefully selected assortment. It aims to increase market penetration in existing regions while selectively expanding to new areas. Magnit also plans further growth through 17 hypermarkets under construction.
Trupanion investor presentation - September 2016trupanion
This presentation summarizes Trupanion, a provider of medical insurance plans for pets. Some key points:
- Trupanion offers comprehensive, lifelong coverage for dogs and cats, including hereditary and congenital conditions. This provides a superior value proposition compared to legacy U.S. providers.
- Trupanion has established deep relationships with over 7,600 veterinary hospitals through its territory partner program, driving an efficient acquisition model.
- Proprietary data and technology platforms like Trupanion Express provide advantages over competitors by enhancing customer experience and lowering costs.
- Trupanion has achieved strong growth over 15 years, with 29% year-over-year revenue growth and 23%
- The document is a 2007 annual results presentation from OJSC Magnit, a Russian food retailer, which contains disclaimers about the information provided and forward-looking statements.
- Magnit has experienced strong growth since entering food retail in 1998, growing its store count to over 2,000 convenience stores and 5 hypermarkets by early 2008.
- Magnit's strategy is to further expand its convenience store operations while also rolling out its hypermarket format, with a focus on improving efficiency.
The stock market broke a two-week losing streak last week, with the S&P 500 gaining 1.5%. Recent economic data points to continued strong GDP growth of around 3% annually. June jobs numbers were better than expected and the unemployment rate remains low. While some indicators show defensive sectors gaining and market breadth narrowing, overall economic strength supports the stock market, though volatility may increase in the summer due to mid-term elections.
- The stock market climbed to new record highs last week, supported by strong corporate profit growth and improving global economies. Earnings are being boosted by recent tax legislation and a weak U.S. dollar.
- 81% of companies so far this earnings season have reported quarterly sales above estimates, which would be a record high percentage. However, investor optimism is approaching euphoria, which is worrisome given market tops occur at maximum optimism.
- Fourth quarter GDP grew at an annual rate of 2.6%, below expectations of 2.9%, but strong consumer spending suggests continued economic growth. The focus this week will be on Friday's jobs report.
Raymond James 37th Annual Institutional Investors Conference PresentationStoneMor
StoneMor Partners L.P. held an investor conference in March 2016 to discuss its business operations and strategy. The presentation included forward-looking statements and discussed various risks, assumptions, and uncertainties that could impact financial projections and results. StoneMor then provided an overview of its business, including that it is the second largest owner and operator of cemeteries in the US, with 307 cemeteries and 105 funeral homes across 28 states. It also summarized its strategic focus on acquisitions, organic growth initiatives, and maintaining a conservative financial profile to deliver reliable value to unitholders.
Summary
Economy: Upside surprises = June Jobs Report strong; ISM Manufacturing and non-manufacturing indices tick up; trade deficit narrows
Fed Policy: Yellen points to potential September drawdown in balance sheet
Sentiment: Indicators of investor psychology show optimism but short of levels considered excessive
Strongest Sectors: Those most closely tied to the economy; industrials, financials and material sectors exhibiting strongest RS
Tyson Foods plans to acquire AdvancePierre Foods for $4.2 billion. The acquisition expands Tyson's prepared foods portfolio and distribution network. It is expected to generate over $200 million in cost synergies within three years through consolidated manufacturing, supply chain efficiencies, and eliminating redundant functions. The deal enhances Tyson's financial profile and is expected to be immediately accretive to earnings per share. The complementary brands and distribution channels create opportunities for long-term revenue growth.
Medical Facilities Corporation - Investor Update - March 2020SharePitch
Investor update presentation for Medical Facilities Corporation following their announcing fourth quarter and year end results for 2019. Medical Facilities Corporation's common shares are listed on the TSX under the symbol DR.
BoyarMiller Breakfast Forum: The Energy Industry 2016 – Looking ForwardBoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a discussion on the energy industry.
Speakers included David A. Pursell with Tudor, Pickering, Holt & Co., Matthew G. Pilon with Simmons & Company International and Robert A. Dye, Ph.D. with Comerica Bank.
Summary
Economy: Housing rebounds –starts
increase for first time in four months – Building
permits climb the most since fourth quarter
2015; Conference Board’s Leading Economic
Index climbs most since December
Fed Policy: Policy committee meets July 25-
26 – no change expected in interest rates
Sentiment: Indicators of investor psychology
show optimism ticking up last week
Strongest Sectors: Financials, tech,
materials, industrials and health care
170526 may 2017 corporate presentation (fy17 q2) v finputcapital
This document provides an overview of Input Capital Corp., a company that streams canola production in Canada. It discusses how canola streaming works, highlighting the benefits to farmers of accessing capital upfront in exchange for future production. Input Capital has expanded its product line to include two types of streams - capital streams and marketing streams - to meet different farmer needs. The company has experienced strong growth in key metrics like the number of cash-producing streams and capital deployed. Input Capital aims to continue diversifying its portfolio as it builds out its canola streaming business.
The document is an investor presentation by Tyson Foods from March 2017. It summarizes that in FY16 Tyson Foods achieved record operating income, operating margin, adjusted EPS, operating cash flow, and segment operating margins. The outlook for FY17 projects EPS growth of around 12% over adjusted FY16 EPS, with sales remaining similar and capital expenditures of around $1 billion. Tyson Foods also discusses its strong financial performance in recent years, priorities for cash allocation, strategy for growth centered around protein-packed brands and sustainable food production, and opportunities in its retail packaged brands portfolio.
Weekly Market Notes for October 8, 2018Sarah Cuddy
- The stock market hit new highs after a revised trade deal between the US, Mexico, and Canada, but gains were capped by a rise in interest rates that sent stocks lower. Unemployment is at a 50-year low and economic indicators are strong, putting pressure on the Federal Reserve to continue raising interest rates. Third quarter earnings reports will begin this week and are expected to show 17% growth for S&P 500 companies. However, rising costs could threaten profit margins going forward. Investors are advised to focus on the health care and industrial sectors. Technical indicators suggest the market may be due for a pullback until breadth improves and pessimism rises.
Weekly Market Notes for October 29, 2018Sarah Cuddy
- The major US stock indexes fell nearly 4% last week as rising interest rates, tariffs, and mixed corporate earnings continued to weigh on markets.
- Defensive sectors like utilities, consumer staples, and healthcare have been market leaders, but leadership may shift to materials, consumer discretionary, and technology if a market bottom is identified.
- Economic data shows continued US growth in the third quarter of 3.5%, but inflation pressures have subsided. The Fed is expected to raise rates again in December.
Trup power point presentation (roth - 3-13-17)trupanion
Trupanion presented an investor presentation in March 2017. The presentation summarized Trupanion's mission to provide the best veterinary care for pets, highlighted the company's focus on medical insurance for pets, and presented data showing the large underpenetrated market opportunity in North America. The presentation also discussed Trupanion's advantages, including its superior value proposition for pet owners compared to legacy US providers, established veterinarian relationships, data-driven proprietary platform, and barriers to competition.
- Pfizer reported financial results for the third quarter of 2017, with revenues of $13.2 billion, up 1% from the third quarter of 2016. Net income was $2.8 billion, up 110% from the prior year.
- The company narrowed its full-year 2017 revenue guidance range to between $52.4-53.1 billion and raised the midpoint of its adjusted diluted EPS guidance range to $2.60.
- Pfizer highlighted several recent product and pipeline milestones, including positive data readouts for Xtandi and its biosimilar trastuzumab candidate as well as regulatory approvals for Bavencio, Besponsa and Mylotarg.
Weekly Market Notes for January 14, 2019Sarah Cuddy
Fundamentally, the economy seems solid with good job growth, rising wages, and optimistic consumers, which supports stocks. However, uncertainties remain around earnings, Fed policy, trade talks, debt levels, and global growth.
Technically, the market has seen significant improvement, suggesting further upside. Downside momentum has broken and breadth is improving, though a retest of lows is possible.
Green Growth Brands provides a summary of its business strategy, leadership team, and financial projections. The company plans to leverage its retail experience from brands like Victoria's Secret to become a leading cannabis and CBD retailer. It will focus on superior customer experiences and digital capabilities. Green Growth Brands currently operates The Source dispensary in Nevada and plans to expand nationally. It also intends to launch CBD personal care brands to tap the fast-growing CBD market. Financial projections show strong revenue and earnings growth from both cannabis retail and CBD wholesale opportunities.
Marel Capital Markets Day 2021 - SustainabilityMarel
The document is a presentation by Marel hf. on sustainability. It begins with disclaimers noting that the purpose is to provide an overview of Marel, the information is subject to change, and no representations or warranties are being made. It also notes limitations on the data presented. The presentation then covers Marel's vision of a sustainable and affordable food supply. It discusses major global trends driving both increased food demand and sustainability challenges, including population growth, rising incomes, consumer preferences for convenience, and the need to reduce waste and ensure animal welfare, food safety, and traceability.
This document provides an overview of Investeco Capital Corp., Canada's 1st environmental investment firm. Investeco focuses on expansion stage sustainable food companies and technologies that enhance agriculture productivity. The fund is managed by partners with decades of experience investing in sustainable food and agriculture companies. Investeco seeks to generate financial returns while also providing environmental and social benefits such as improving public health, environmental sustainability, and food security.
- Company overview and 1Q2006 management accounts for Magnit, the leading Russian food retailer.
- Magnit operates 1,574 stores across 492 cities and towns in Russia, with over 411 thousand sqm of selling space as of March 31, 2006.
- In 1Q2006, Magnit had net sales of 493.8 million USD and served 137.9 million customers.
Magnit is the leading Russian food retailer with over 1,682 stores across European Russia as of June 30, 2006. In the first half of 2006, Magnit had net sales of $1,074.3 million and served over 294.6 million customers. Magnit focuses on providing a wide assortment of products including fresh and value-added items. Private label products account for over 10% of sales and Magnit aims to double this share by 2015. Magnit leverages its scale to obtain favorable purchasing terms from large national suppliers.
EV Technology Group is a company that aims to electrify iconic automotive brands. It has acquired MOKE International, the owner of the iconic MOKE brand, and has begun customer deliveries of its new Electric MOKE in June 2022. The company also recently agreed to acquire up to 100% of Fablink Group, a UK-based tier one automotive manufacturing and supply chain company, to support its electrification strategy. EV Technology Group is led by an experienced team with expertise in automotive, manufacturing, and branding/design.
Valour is a digital asset investment firm that allows traditional investors to identify and invest in a diversified
portfolio of digital assets across the decentralized finance, Web 3.0 and gaming sector. We capture the
upside in the explosive growth of the regulated Web 3.0 & future of gaming space via regulated equity
wrappers and a strategic partnership and ownership stake in SEBA Bank AG, a regulated crypto bank. We
are the only publicly traded company built to give investors direct exposure to these nascent markets.
This document summarizes Eden Empire's cannabis retail portfolio and investment opportunity. It outlines Eden's competitive advantages including its award-winning brand, experienced management team, and grandfathered retail locations. The document presents Eden's strategy to rollout 20 retail stores across western Canada by 2020, which is forecasted to generate over $21 million in annual revenue. Key members of Eden's management and board of directors are introduced. Comparable public company financial data is provided and Eden's proposed capital structure is outlined.
ALTUM is Latvia's development finance institution that provides financing to priority sectors to further Latvia's economic development. It has a diverse portfolio of loans, guarantees, and venture capital investments totaling €496 million. ALTUM has improved its operational efficiency through initiatives like project 25K and maintains strong financial metrics with a 37.1% equity ratio and liquidity ratio over 227%. Going forward, it aims to continue growing its business volumes while prudently managing risks.
Altum is a state-owned development finance institution in Latvia that provides financing to support the country's economic growth. It offers loans, guarantees, and venture capital funding across several sectors. Altum aims to be financially sustainable in the long run through prudent risk management practices. It has a solid portfolio of over 18,000 outstanding contracts totaling nearly 500 million euros in assets.
Zomedica is revolutionizing veterinary health care with a focus on addressing unmet needs through its expanding product portfolio of innovative diagnostics and medical devices designed to improve pet health as well as productivity and practice profitability for veterinarians. With modest cash burn and a strong balance sheet, including $158.5 million cash, cash equivalents, and available-for-sale securities as of September 30, 2022, Zomedica is well-positioned to fund both organic growth and acquisitions. The Company’s current product portfolio includes: TRUFORMA® - in-clinic diagnostics with canine and feline assays; TRUVIEW® - innovative digital imaging technologies; VetGuardian® - wireless remote monitoring of vital signs; Assisi® tPEMF® - targeted pulsed electromagnetic field therapy; PulseVet® - global market leader in shock wave therapy in equine and small animal market.
Valour is a digital asset investment firm that allows traditional investors to identify and invest in a diversified
portfolio of digital assets across the decentralized finance, Web 3.0 and gaming sector. We capture the
upside in the explosive growth of the regulated Web 3.0 & future of gaming space via regulated equity
wrappers and a strategic partnership and ownership stake in SEBA Bank AG, a regulated crypto bank. We
are the only publicly traded company built to give investors direct exposure to these nascent markets.
April 2018 Aurora Cannabis Investor Presentationhughcarter
- Aurora has acquired CanniMed Therapeutics to form a medical cannabis centre of excellence and gain CanniMed's drug delivery technologies and strong brands.
- The acquisition adds 19,000 kg per year of funded production capacity and expands Aurora's international footprint.
- Aurora aims to integrate CanniMed strategically to increase production capacity, drive international growth, develop new intellectual property, and accelerate patient registration.
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Natco Pharma Limited is an integrated pharmaceutical company with operations across India, the US, and rest of world. It has a strong brand presence in oncology in India and is growing its portfolio in cardiology and diabetes. The company focuses on complex generics for the US market through niche Paragraph IV and Paragraph III filings. It has two R&D centers with over 525 employees and is poised for growth in the agricultural chemicals space. For the financial year ending March 2021, Natco Pharma reported total revenues of INR 21,557 million.
- VPR Brands has built a portfolio of brands targeting the growing nicotine and cannabis markets, including their flagship HoneyStick brand.
- They have achieved revenue growth of 28% in 2018 to $4.6 million and their fulfillment center is based in Fort Lauderdale, Florida.
- The presentation seeks to highlight the sizable market opportunities in both nicotine and cannabis driven by trends away from traditional consumption methods toward vaporizers and concentrates.
- VPR Brands has built a portfolio of brands targeting the growing nicotine and cannabis markets, including their flagship HoneyStick brand.
- They have achieved revenue growth of 28% in 2018 to $4.6 million and their fulfillment center is based in Fort Lauderdale, Florida.
- The presentation seeks to highlight the sizable market opportunities in both nicotine and cannabis as consumers transition from traditional to smokeless products, as well as VPR's positioning through their brand portfolio.
Similar to BTTR Investor Presentation - April 2020 (20)
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Tiziana Life Sciences (NASDAQ: TLSA) Investor Presentation - July 20th 2020RedChip Companies, Inc.
Tiziana Life Sciences (NASDAQ: TLSA) is a dual-listed clinical stage company developing targeted therapeutics to transform treatment of liver diseases, inflammatory diseases, and cancer. Our clinical pipeline includes drug assets for Crohn's, and hepatocellular carcinoma. Tiziana’s two lead drug candidates, Foralumab and Milciclib, uniquely target the root cause of diseases with large unmet needs in multibillion-dollar markets. Tiziana is accelerating development of anti-IL6 receptor monoclonal antibody (mAb) for treatment of COVID-19 lung inflammation. Tiziana is a market leader in the invention of proprietary technology for oral, nasal and inhaled formulation to transform immunotherapies with Monoclonal Antibodies currently administered intravenously. Also, Tiziana has a robust and growing patent portfolio.
Tiziana Life Sciences (NASDAQ: TLSA) is a dual-listed clinical stage company developing targeted therapeutics to transform treatment of liver diseases, inflammatory diseases, and cancer. Our clinical pipeline includes drug assets for Crohn's, and hepatocellular carcinoma. Tiziana’s two lead drug candidates, Foralumab and Milciclib, uniquely target the root cause of diseases with large unmet needs in multibillion-dollar markets. Tiziana is accelerating development of anti-IL6 receptor monoclonal antibody (mAb) for treatment of COVID-19 lung inflammation. Tiziana is a market leader in the invention of proprietary technology for oral, nasal and inhaled formulation to transform immunotherapies with Monoclonal Antibodies currently administered intravenously. Also, Tiziana has a robust and growing patent portfolio.
Recruiter.com Group Inc. (OTCQB: RCRT) is disrupting the recruiting and staffing industry by aggregating the small and independent recruiters under a common platform, giving them access to large enterprise customers and advanced technologies.
Creating alcohol-free environments to increase productivity and save lives. That is the mission of Boulder, CO-based SOBRSafe, Inc. The company is integrating a preventative detection technology platform through partnership, licensing and acquisitions, and is in protype phase with its launch product: the patented, proprietary SOBRSafe® device - a non-invasive, touch-based identity verification and alcohol detection solution.
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Can-Fite is developing small molecule drugs that target the A3 adenosine receptor, including Piclidenoson for rheumatoid arthritis and psoriasis, and Namodenoson for liver cancer and NASH. Piclidenoson has shown efficacy in Phase II trials for rheumatoid arthritis and is currently in Phase III trials for rheumatoid arthritis and psoriasis. Namodenoson has shown efficacy in Phase II trials for liver cancer and is preparing for Phase III trials. Can-Fite is also exploring using Piclidenoson for COVID-19 given its anti-inflammatory and potential anti-viral properties.
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Genetic Technologies Limited (ASX: GTG; Nasdaq: GENE), a diversified molecular diagnostics company. GTG offers cancer predictive testing and assessment tools to help physicians proactively manage patient health. The Company’s lead products GeneType for Breast Cancer and GeneType for Colorectal Cancer are clinically validated risk assessment tests and are first in class. Genetic Technologies is developing a pipeline of risk assessment products. Learn more at GENETechinfo.com.
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coupled with artificial intelligence capabilities for digital healthcare. The company’s first product,
which is CE approved and undergoing commercial launch, is the sugarBEAT® non-invasive
continuous glucose monitoring device and BEAT®diabetes digital healthcare platform.
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customers and advanced technologies.
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Explore the key differences between silicone sponge rubber and foam rubber in this comprehensive presentation. Learn about their unique properties, manufacturing processes, and applications across various industries. Discover how each material performs in terms of temperature resistance, chemical resistance, and cost-effectiveness. Gain insights from real-world case studies and make informed decisions for your projects.
2. Safe Harbor
This presentation and the accompanying oral presentation contains information, statements, beliefs and opinions which are forward-looking, and which reflect current estimates, expectations
and projections about future events, referred to herein and which constitute “forward-looking statements” or “forward-looking information” within the meaning of the Private Securities
Litigation Reform Act of 1995. All statements other than statements of historical fact included in this document, regarding our strategy, future operations, financial position, prospects, plans
and objectives of management are forward-looking statements. Statements containing the words “could”, “believe”, “expect”, “intend”, “should”, “seek”, “anticipate”, “will”, “positioned”,
“project”, “risk”, “plan”, “may”, “estimate” or, in each case, their negative and words of similar meaning are intended to identify forward-looking statements. By their nature, forward-looking
statements involve a number of known and unknown risks, uncertainties and assumptions, most of which are difficult to predict and many of which are beyond the Company’s control,
concerning, among other things, the Company’s anticipated business strategies, anticipated trends in the Company’s business and anticipated market share, that could cause actual results or
events to differ materially from those expressed or implied by the forward-looking statements. These risks, uncertainties and assumptions could adversely affect the outcome and financial
effects of the plans and events described herein. In addition, even if the outcome and financial effects of the plans and events described herein are consistent with the forward-looking
statements contained in this document, those results or developments may not be indicative of results or developments in subsequent periods. Although the Company has attempted to
identify important risks and factors that could cause actual actions, events or results to differ materially from those described in forward-looking information, there may be other factors and
risks that cause actions, events or results not to be as anticipated, estimated or intended. Forward-looking information contained in this document is based on the Company’s current estimates,
expectations and projections, which the Company believes are reasonable as of the current date. The Company can give no assurance that these estimates, expectations and projections will
prove to have been correct. Given these uncertainties, you should not place undue reliance on these forward-looking statements. All statements contained in this presentation are made only
as of the date of this presentation, and the Company undertakes no duty to update this information unless required by law.
Neither the Company nor any of its affiliates or representatives make any representation or warranty, express or implied, to any investor as to the accuracy or completeness of the information
contained herein or any other written or oral communication transmitted or made available to any investor. The Company and their respective affiliates and representatives expressly disclaim
any and all liability based, in whole or in part, on any of the information contained herein or therein, errors herein or therein or omissions herefrom or therefrom.
NOT FOR DISTRIBUTION OR TRANSMISSION TO PERSONS OTHER THAN INSTITUTIONAL “ACCREDITED INVESTORS” WITHIN THE MEANING OF RULE 501(A)(1), (2), (3) OR (7) OF REGULATION D
UNDER THE SECURITIES ACT (“IAIS”) AND TO “NON US PERSONS” (AS DEFINED IN REGULATION S UNDER THE SECURITIES ACT). THIS INFORMATION IS BEING PROVIDED ON A CONFIDENTIAL
BASIS TO A LIMITED NUMBER OF PERSONS QUALIFYING AS NON US PERSONS OR IAIS, EACH OF WHOM THROUGH THE RECEIPT HEREOF AGREES NOT TO COMMUNICATE SUCH INFORMATION
TO ANY OTHER PERSON AND TO RETURN SUCH INFORMATION AND ANY OTHER RELATED MATERIAL REGARDING THE COMPANY.
U.S. INVESTOR NOTICE: Neither the United States Securities and Exchange Commission (the “SEC” or the “Commission”) nor any state securities administrator has approved or disapproved the
securities referred to herein nor has the Commission or any state securities administrator passed upon the adequacy or accuracy of the disclosures contained herein. Any representation to the
contrary is a criminal offense. The securities referred to herein have not been registered under the Securities Act of 1933, as amended (the “1933 Act”), or the securities laws of any state and
may only be offered in reliance upon certain exemptions from registration under such laws.
CANNABIS-RELATED ACTIVITIES ARE ILLEGAL UNDER U.S. FEDERAL LAWS: The U.S. Federal Controlled Substances Act classifies “marihuana” as a Schedule I controlled substance. Accordingly,
cannabis-related activities, including without limitation, the cultivation, manufacture, importation, possession, use or distribution of cannabis and cannabis products are illegal under U.S.
federal law. Strict compliance with state and local laws with respect to cannabis will neither absolve the Company of liability under U.S. federal law, nor will it provide a defense to any federal
prosecution which may be brought against the Company with respect to adult-use or recreational cannabis. Any such proceedings brought against the Company may adversely affect the
Company’s operations and financial performance. Prospective investors should carefully consider the risk factors before investing directly or indirectly in the Company and purchasing the
securities described herein.
1
4. Strong Focus on
Fast Growing
E-Commerce &
International
Channels
Premium, Natural
Products Perfectly
Aligned with
Consumer Trends
Key Investment Highlights
3
Attractive
Consumer &
Category
Dynamics
Established
Premium Brands
Primed for Long
Term Growth
Realization of
Synergies Creates
Cash Flow
Positive Growth
Engine
Actionable Near-
Term Growth
Opportunities
Compelling
Cat/Dog Mix with
Strong Innovation
Pipeline
Experienced
Management with
Track Record of
Success
Annual Net Sales: ~$35m Annual Net Sales: ~$15m
5. $28.2 $28.9
$30.0
$31.5
$33.1
$34.6
$35.8
$37.0
$38.2
$39.4
$10
$20
$30
$40
2013 2014 2015 2016 2017 2018E 2019E 2020E 2021E 2022E
Attractive Category Dynamics
(2) Source: Morgan Stanley Equity Research
4
n The US pet industry continues to
grow at a healthy trajectory, with
steady growth expected to
continue at 3.3% annually for the
next 4 years
n Pet enjoys significant investor
interest
─ Favorable underlying trends
driving demand
─ Greater E-Commerce potential
than traditional food
─ One of the most recession
resistant industries
($ in billions)
2013 – 2017 CAGR of 4.1%
2018 – 2022E CAGR of 3.3%
Least Recession ResistantPremium Pet Food is Driving the Overall Pet Food Industry Growth(2)
The U.S. Pet Food & Treat Market Enjoys Consistent Growth(1)Favorable Industry Dynamics(1)
Wet Dog Food
Dry Dog Food
Wet Cat Food
Supplements
Dry Cat Food
Pet Food Categories
5.8%
(0.9%) (1.0%)
3.3%
Premium Mid-Priced Economy Total
5.8%
1.1%
(2.7%)
3.0%
Premium Mid-Priced Economy Total
Dog Food 2012-2017 CAGR by Type Cat Food 2012-2017 CAGR by Type
Treats
Projected
Actual
(1) Source: Packaged Facts
6. Pet Care Industry During the Great Recession
(1) Source: Euromonitor International (Passport Industries)
Performance of Company Types During the Great Recession (2008-09)(1)
Halo (’08-’09):
20.4%
5
7. Better Choice (Pro Forma for Halo Acquisition)
Current Market Value: Current Market Value:
Fully Diluted Shares Outstanding 64,598 Fully Diluted Shares Outstanding (000's) 36,090
(x) Current Share Price (as of 2/19/2020) $0.80 (x) Current Share Price (as of 2/19/2020) $76.43
Implied Equity Value $51,678 Implied Equity Value $2,758,366
(+) Long Term Debt (2/19/2020) 26,000 (+) Long Term Debt (9/30/2019) 35,396
(-) Consolidated Cash Position (1,500) (-) Cash on Balance Sheet (9/30/2019) (7,206)
Implied Enterprise Value $76,178 Implied Enterprise Value $2,786,556
Net Revenue - 2018 $51,368 Net Revenue - 2019E $244,000
Net Revenue - YTD Q3 2019 $35,890 Adjusted EBITDA - 2019E $29,000
EV / 2018 Net Revenue 1.5x EV / 2019E Net Revenue 11.4x
EV / 2019 Annualized Net Revenue 1.6x EV / 2019E EBITDA 72.1x
Key Channels E-Commerce (Wholesale & DTC), Pet Specialty,
Grocery & Mass, International
Key Channels Grocery & Mass
Product
Attributes
Premium Natural Whole Meat:
Canned & Kibble Products (Halo)
Freeze Dried & Dehydrated Meat (TruPet)
Product
Attributes
Super Premium Refrigerated,
Natural Whole Meat
Manufacturing
/ Supply Chain
Co-packaged; Industry Leading
Sourcing of High Quality Protiens
Manufacturing
/ Supply Chain In-House Manufacturing
Dog / Cat Split Halo: 50% Dog / 50% Cat
TruPet: 100% Dog
Dog / Cat Split 95% Dog / 5% Cat
Freshpet
Public Market Scarcity – Equity Value Creation
6
Source: Company Management, Public Company Filings
(OTCQB: BTTR) (NASDAQ: FRPT)
(000’s)(000’s)
9. $0
$10
$20
$30
$40
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
§ Halo is a 30-year-old, premium, natural pet food brand based in
Tampa, FL that is uniquely differentiated from its competitors
§ Uses natural whole meat and no rendered meat meal
§ Highly digestible due to use of real whole protein
§ History of top line growth driven by continued premiumization of
the pet food industry
§ Flexible and scalable outsourced manufacturing model with
capacity to grow or insource
§ E-Commerce is the Company’s largest and fastest growing channel
§ 2019A Net Revenue of $33.4 million and Adj. EBITDA of $3.9m(1)
Company Overview
Halo is committed to creating exceptional food cats and dogs love and pet parents trust
8
Consistent Historical Revenue Growth Across the Business Cycle
Diverse Product Portfolio
Natural WHOLE Meat Rendered Meal Powder
High moisture content
USDA Inspected Facility
95% protein digestibility
Low moisture content
Rendering plant
61% protein digestibility
Clear Product Differentiation
(Prior to 2019; Fiscal year ending June 30, $ in millions)
Halo at a Glance
FY 2006 – 2016 CAGR of 20%
Key Customers
2018 Includes one-time PetSmart inventory
stocking order of ~$6m in Q4 2018
(1) See Adjusted EBITDA reconciliation on page 20 for additional information.
10. Highly Attractive Consumer Demographic
9
Gender & Age 91% female and of those, 70% are 35-64 81% female and of those, 57% are 35-64
Relationship Status 57% married 62% married
Education 72% have a college or grad school education
69% have a college or grad school
education
Profession
Administrative Services, Sales, Management,
Personal Care & Home Services, Health &
Medical, Business & Finance
Business & Finance, Gov’t Employees,
Production, Healthcare & Medical,
Personal Care & Home Services
Household Size 2-3 average household size 2-4 average household size
HHI 54% have HHI $75K+
53% have HHI $75K+ over indexing at the
$125-150K range
Home Ownership 75% are homeowners 82% are homeowners
Halo Followers Halo Converts
Halo’s Consumer is Very Attractive to the Retail Channel, with High Disposable Income
& Ability to Buy Premium Products
Source: Facebook Pre-Post Ad Viewership Insights 2018.
11. Differentiated Product Offering
10
Halo Uses Whole Chicken in its Products, Differentiating itself from Other Premium Kibble Brands
Halo® Holistic
Chicken and
Chicken Liver
Recipe for Adult
Dogs
Blue™ Life
Protection
Formula® Adult
Chicken & Brown
Rice Recipe Dry
Dog Food
Merrick® Classic
Real Chicken +
Green Peas Recipe
with Ancient
Grains Adult Dry
Dog Food
Natural Balance®
Original Ultra®
Whole Body
Health® Chicken,
Chicken Meal,
Duck Meal Dry
Dog Formula
Wellness®
Complete Health®
Adult Deboned
Chicken &
Oatmeal Recipe
Dry Dog Food
(WHOLE) Chicken Deboned chicken Deboned Chicken Chicken Deboned chicken
(WHOLE) Chicken liver Chicken meal Chicken meal Chicken meal Chicken meal
Dried egg product Brown rice Peas Peas Oatmeal
Oatmeal Barley Turkey meal Potatoes Ground barley
Pearled barley Oatmeal Brown rice
Chicken fat (preserved with
mixed tocopherols)
Peas
Top5Ingredients
Halo Makes Unique Products With Differentiated Ingredients That Are Better for Pets:
That’s What Pet Owners Care About
12. Broad Set of Suppliers Specialized by Product
Strong Co-Packer Relationships & Certifications
11
Primary co-packer for Kibbles
Primary co-packer for Canned Food
Smaller co-packers for Supplements & Treats
High Quality Ingredient Certifications
13. Halo is in a $100+ Billion
Global Pet Food Market ...
…with a Refreshed
and Leading
Premium Brand…
... that Is Fully
Invested
To Scale ...
…with Avenues Of
Growth in
Innovative
Products & New
Channels
Premiumization of Pet Foods
Natural, Organic, Wellness
Whole Meat vs. Meat Meal
Protein quality, Digestibility,
Taste
Changing Demographics
Smaller breeds, rising cat
ownership
30 year Established Brand
Founded in 1986
Industry Leading Product
Sourcing
Holistic, Whole, Non-GMO, GAP-2
and MSC certified
Leader in “Whole” Meat
The only relevant shelf stable
brand in retail with no meat
meals and comparable to “fresh”
+5 Industry Awards
Recognition for Innovation,
Category Captain & Best Vegan
Pet Food
Product Testing, Messaging,
Production
New product innovation launched
YouTube + TV + Digital
Leading presence on these
platforms
Poopsie & Furfluencers
Leading brand influencers with
loyal following
Social Media Traction
Over 15+ million active followers
across all platforms
Significant Online Sales Growth
Driven by Channel Shift
45% of sales with majority
monthly subscription base
Meaningful Growth in Key
International Markets
Asia & Australia
Channel Expansion
International
Food, Drug, Mass
Direct to Consumer
Innovative Growth Oriented
Products
Vegan and Supplements
Millennials Driving Better
Ingredients
Dissatisfaction, Transparency,
Holistic, Protein
Established Premium Brand Positioned for Long Term Growth
12
14. Growth Opportunities
Actionable Near-Term Growth Opportunities
Following the Brand’s pivot in 2019, Halo has ample runway for near-term
and long-term sustainability & growth
13
E-Commerce
Vegan
Products
Food, Drug
and Mass:
New Product
Innovation
§ Fastest growing channel in pet food
§ Prioritizing with Amazon and Chewy
§ Recent advertising using Amazon Media Group has
cross-channel impact
§ Strong reception to launch of Garden of Vegan® dog food
§ Second Product (Ocean of Vegan®) launch underway
§ Great for families with vegan lifestyles as well as protein sensitivities
§ Awarded #1 Brand in the Vegan Dog Category by VegNews
§ In addition to recent innovation (including Vegan line), plan to launch differentiated product
for Food, Drug, Mass Accounts
§ Initial conversations with retailers already underway
International
§ Large and growing natural pet market in Asia and other markets
§ Successful traction and accelerating sales growth in Japan, South Korea, Taiwan, Philippines, China and Australia
§ Growth in Asia is fueled by increasing levels of economic financial status and demand for premium, western
manufactured products
16. § Founded in 2013 by Lori Taylor and based in Tampa, FL, TruPet
produces and markets raw freeze-dried and dehydrated food,
treats, and supplements for dogs and cats
§ Well positioned as industry shifts toward products that create
longer, better, lives for pets and helping pet owners understand the
benefits of feeding a species an appropriate diet. Brands include:
§ TruDog – DTC Pet Wellness Products
§ Rawgo! – DTC Dehydrated Dog Food
§ Orapup and TruDog Dental – DTC Oral Care Products
§ TruCat – DTC Cat Wellness Products
§ TruGold – Hemp-derived CBD Canine Supplements
Company Overview
TruPet is a data-driven, subscription based, ultra premium brand focused on direct, high-touch engagement with its customers
15
Strong, Loyal & Growing Recurring Customer Base
Direct to Consumer Expertise
TruPet at a Glance
Social Networks Google Email Direct Mail RadioYouTube
Customer Acquisition Channels
$1.0m
MONTHLY REPEAT
CUSTOMER REVENUE
150k
MONTHLY
OPT-IN EMAILS
50k
MONTHLY
OPT-IN SMS
17.5k
AVERAGE
MONTHLY ORDERS
10%
YOY AOV
GROWTH
$63
AVERAGE ORDER VALUE
(AOV)
$200k
MONTHLY NEW
CUSTOMER REVENUE
$40
AVERAGE COST TO
ACQUIRE CUSTOMER
$13
AVERAGE AD
SPEND PER ORDER
Source: Company Management.
Average Customer LTV of $190
(representing a 25%+ increase YoY)
21. Earnings Call Team
Werner von Pein
Chief Executive Officer
• Corporate growth
professional, formally at
Three Dog Bakery,
Nutrivet, Rexall,
Lavazza, Quaker Oats
• Began his career with
Procter & Gamble over
37 years ago, and has
extensive experience in
the Pet food space
• As president of Three
Dog Bakery, he
increased distribution
and significantly grew
annual sales
• Held a number of
different leadership
positions across food
and beverage sectors
internationally as well
as domestically in the
U.S.
• Extensive experience
investing in and
operating commodity-
related, healthcare and
consumer-facing
businesses
• Worked at Bain Capital,
Silver Point, King Street
and Magnetar
(managed $2.5 Bn+
AUM)
• Founded middle-market
special situations
investment firm Albaron
Partners
• Undergraduate and
MBA from Wharton
School, University of
Pennsylvania
Damian Dalla-Longa
Executive Vice President,
Corporate Development;
Director
• Significant experience
leading the sourcing,
diligence, execution
and management of
growth equity
investments
• Deployed $100m+ of
growth equity capital at
Pegasus Capital
Advisors (~$2.0bn
AUM); prior to Pegasus
worked at Credit Suisse
• Member of Halo Board
of Directors for 2+
years, leading the
successful restructuring
of business and
subsequent sale
process
• Undergraduate from
Harvard College
Robert Sauermann
Executive Vice President,
Strategy & Finance
20
22. 21
• Former Co-Head of
Trading and Managing
Director at GMP
Securities in Toronto
and New York
• Board Member of ICC
Labs (acquired by
Aurora) and Founding
Shareholder and
Board Member of
Nuverra (acquired by
Aphria)
• Extensive
management and
trading experience in
the US and Canadian
capital markets that
has built a strong
network of North
American and
international
investors
Mike Young
Chairman
• Renowned for
transforming the
California insurance
broker’s role in the
small group health
benefits marketplace
• Mr. Word founded the
Word & Brown
General Agency in
1984 to market and
distribute health
plans through
California’s huge
brokerage community
• In 1986, the company
was recognized as
the largest
independent small
group health
distributor
nationwide, and the
first to launch a
COBRA
administration
operation
John Word, III
Director
• For 23 years, built
brands at Procter &
Gamble in numerous
product sectors (CPG,
beauty, pharma) and
for numerous global
markets (USA, Canada,
Germany etc.)
• Angel investor, Board
member and CEO of
Orabrush, the first
company to
commercialize a brand
leveraging only
YouTube
• Has run global billion-
dollar business, and
has successfully
launched two start-ups
with an exit
• Undergraduate from
University of Utah
Jeff Davis
Director
• Founded TruPet in
2013
• Forbes “Top 50” social
media influencers two
years in row (top 20 for
women)
• Top 100 marketers in
2017
• Multiple national DMA
Echo awards
• Launched Kroger
loyalty program in early
2000s
• Undergraduate from
University of Missouri-
Columbia
Lori Taylor
Director
• CEO of CHOICE
Administrators,
responsible for two
health insurance
programs
• Previous COO of The
Word & Brown
Companies, where he
oversaw IT, marketing
and strategic business
development
• President of Quotit
Corp and Health
Compare (both sold to
National General
Holdings Corp).
President of CONEXIS,
a leading benefits
administrator, before its
acquisition by
WageWorks in 2014
• Undergraduate degree
from Ohio State
University
Michael Close
Director
• Clinton Gee has been
Chief Financial
Officer for The Word
& Brown Companies
since June of 2006
• Before joining The
Word & Brown
Companies, Clinton
was a Vice President
at several insurance
organizations,
including Nationwide
Insurance
Companies, CalFarm
Insurance Company,
and Foundation
Health Plans
• Undergraduate from
California State
University, Chico,
with a bachelor’s
degree in Accounting
and Computer
Science
Clinton Gee
Director
* 7th Director is Damian Dalla-Longa, bio on management page
Board of Directors