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good natured Products Inc. June 2020


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We’re creating better everyday products that combine cutting-edge plant-based materials and the latest sustainable designs so you can look good AND feel good!

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good natured Products Inc. June 2020

  1. 1. © 2006-2020 good natured Products Inc. JUNE 2020 TSX.V: GDNP
  2. 2. 2 2 the fine print FORWARD-LOOKING STATEMENTS The forward-looking information and statements contained in this presentation reflect several material factors and expectations and assumptions of good natured Products Inc. (“good natured®”) including, without limitation: that good natured® will continue to conduct its operations in a manner consistent with past operations, the general continuance of current or where applicable, assumed industry conditions, availability of debt and/or equity to fund good natured® capital and operating requirements as needed. good natured® believes the material factors and assumptions reflected in the forward-looking statements are reasonable at this time but no assurance can be given that these factors, assumptions will prove to be correct. The forward-looking statements contained in this presentation speak only as of the date of this presentation. NO OFFER No offer is made by this presentation. Any offer to invest in good natured® and any such investment will be made only pursuant to a definitive Subscription Agreement to be entered into between good natured® and each investor. PROJECTIONS This presentation contains certain financial projections, which have been prepared by good natured and are subject to a high degree of uncertainty. They are based upon estimates of future events and circumstances that might or might not ultimately prove to be accurate. All of the assumptions upon which the projections are based, and which would be material, are not presented. No representation or warranty can be made as to the accuracy of any of these assumptions. There can be no assurances that the projections will be realized, and actual results may differ materially from those set forth in the projections. The assumptions underlying the projections are inherently uncertain and are subject to significant business, economic, and competitive risks and uncertainties that would cause actual results to differ materially from those projected. No opinion or report on the projections was received from any independent accountants. If the projected results are not achieved, good natured® business and financial performance could be affected. Because of the above limitations on these projections, you are cautioned about placing undue reliance on them. © 2006-2020 good natured Products Inc.JUNE 2020
  3. 3. Become North America’s leading earth-friendly product company by developing plant-based products & packaging and acquiring relevant companies that expand our assortment, customer base and market reach. 3 OUR NORTH STAR © 2006-2020 good natured Products Inc.JUNE 2020
  4. 4. 4 packaging The global “green” finished packaging market, which includes a variety of materials including bioplastics, is projected to grow to $274.15 billion in 2020, of which 54% was food packaging by 2015. home/business products Home and business organization products is currently a $16 billion market in the US alone, of which Bins, Baskets & Totes represents $5.6 billion. OUR TARGET MARKETS © 2006-2020 good natured Products Inc. things are scaling up Results as of end of day March 31, 2020. JUNE 2020
  5. 5. strong revenue growth and stable margins 5 © 2006-2020 good natured Products Inc.JUNE 2020
  6. 6. 6 © 2006-2020 good natured Products Inc. $671 $807 $737 $690 $1,118 $1,065 $1,003 $1,917 $2,056 $2,337 $3,178 $2,527 $3,050 $0 $0 $0 $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 QTR 1 QTR 2 QTR 3 QTR 4 YOY QUARTERLY REVENUE COMPARISON (in 1000s) 2017 2018 2019 2020 QUARTERLY RESULTS COMING IN STRONG 35% GM 34% GM 38% GM 31% GM 34% GM 31% GM 31% GM 34% GM 36% GM 35% GM 33% GM 33% GM 31% GM JUNE 2020
  7. 7. 7 packaging The global “green” finished packaging market, which includes a variety of materials including bioplastics, is projected to grow to $274.15 billion in 2020, of which 54% was food packaging by 2015. home/business products Home and business organization products is currently a $16 billion market in the US alone, of which Bins, Baskets & Totes represents $5.6 billion. OUR TARGET MARKETS © 2006-2020 good natured Products Inc. The sustainable segment of the fast moving consumer goods industry (FMCG) is set to become a US $150 billion market by 2021 at 4x the average industry CAGR. Sustainable goods already account for over 22% of store sales and are estimated to reach 25% by 2021.1 BIG OPPORTUNITY 1. Was 2018 The Year of the Influential Sustainable Consumer? JUNE 2020
  8. 8. 2 8 market trends paving the way for growth Growing demand for better everyday products All age groups, and especially Millennials and Gen Z, are more aware of negative health and environmental impacts of hazardous chemicals and non-renewable products and packaging. Increasing regulatory pressure Bans on chemicals of concern, non-renewable materials and single-use disposables are driving change in how everyday products are packaged and sold. More recent pressure for increased health and safety of food and medical supplies creates an additional demand for securely packaged one-time-use products. Rapid growth characterized by fragmentation Sustainable FMCG is currently characterized by two types of competitors with no established leader: 1. multiple small entrants typically focused on one product line or niche market segment; and 2. traditional brands seeking out and acquiring new entrants to add sustainable products to their overall assortment. © 2006-2020 good natured Products Inc.JUNE 2020
  9. 9. 9 it has to all work together Corporations and consumers DO want to do the right thing, but not at the expense of quality, performance, price or service. From our plant-based ingredients, to the broad choice of ready- made and custom product designs, to our approach to working collectively with our partners to serve a diverse mix of customers, we’re turning clean-tech on its head with a fresh consumer-driven approach. OUR PROPOSITION © 2006-2020 good natured Products Inc.JUNE 2020
  10. 10. 2 10 Bio-equivalent polymers We have a growing assortment of bioplastics made from plant-based materials that are chemically equivalent to HDPE, LDPE and PET for ease of recycling. Pressed & molded pulp Made from a variety of feedstocks, our fiber products meet the needs of retail and restaurants who need zero-waste single use solutions for picnics and prepared meals. we know plant-based ingredients To drive the maximum possible adoption of renewable materials and reduce reliance on petroleum, our customers need diversity of materials. We now offer three ingredient families. Biodegradable polymers For customers who are ready to go all the way, our biodegradable and compostable polymers create the full closed loop by turning back into soil to be made into more plants. fiber bioplastics biodegradables © 2006-2020 good natured Products Inc.JUNE 2020
  11. 11. 11 simply put, we make better everyday products We take the stuff people and businesses are buying every day and go one better by: 1. Making it out of renewable materials and without chemicals of concern. 2. Ensuring it performs the same or better than traditional petroleum-based products. 3. Delivering it at real-world prices that drive incremental sales by rightsizing packaging, optimizing shelf space andexpand retailers’ sustainable assortment. OUR DESIGN FOCUS © 2006-2020 good natured Products Inc.JUNE 2020
  12. 12. m ar k et segm ents Packaging (stock & custom) Food Services (retail & restaurant) Products (home & commercial) Industrial (rollstock & ingredients) Services (design & financing) National Regional Small Business eCommerce Stores Business Groups Direct to Business Direct to Consumer 12 Droplets represent Business Groups and Market Segments where we have active customers and commercial transactions during the prior 12 months. © 2006-2020 good natured Products Inc. our approach de-risks the business By selling through multiple channels to diverse customers, we can maximize organic growth, cross-selling and margins. JUNE 2020
  13. 13. we’re getting big thumbs up “Weabsolutelylovethepackagingandwe’resogladweswitchedovertoplantbasedpackaging… Thecustomerservicehasbeenphenomenal.Thankyousomuch!” ❤️🤗 ❤️❤️ Ihonestly love your products!! JUNE 2020 13 ©2006-2020good natured Products Inc.
  14. 14. flexible and scalable We currently manufacture and source through 8 locations in North America. Our highly scalable manufacturing process lets us flex and pivot with 60% outsourced and 40% in- house capabilities. We’ve secured exclusive agreements with top global bio-based ingredient providers with extensive production capacity. OUR SUPPLY CHAIN JUNE 2020 14 © 2006-2020 good natured Products Inc.
  15. 15. 15 © 2006-2020 good natured Products Inc. strong backing for acquisitions good natured® acquires Shepherd Thermoforming & Packaging backed by Business Development Bank of Canada The Company acquired 100% of Shepherd and its real estate assets including machinery, molds and a 42,000 square foot manufacturing facility on 2.31 acres of land in Brampton, Ontario. MAY 13, 2020 JUNE 2020
  16. 16. 16 our team has chops We’ve assembled a team that knows consumer behaviors, understands retail realities and gets a kick out of bushwhacking our way to growth, no matter the odds. paul antoniadis CEO • FormerCEO BestBuy Europe, $5billion JV with TheCarphone Warehouse. • FormerSVP, Int’l Retail Ops & PresidentChina at BestBuy: multi billion sales/sourcing division. • VPSales Dev forBestBuy US, responsible for$30 billion salesstrategy. dr. michel labonté CTO • Ph.D. in bioplastics packaging from École Polytechnique (Montréal) with deepchemical/process engineering and design background. • FormerlyatBombardier: first toproduce polycarbonate snowmobile windshield. dan fosse business development, packaging • Director ofPackaging Sales, LINDAR Corp. • Strategicbusiness & salesstrategydevelopment,product assortmentand developmentstrategy. noel harvey VP, business development • 25+years sales and bus devexperience. • FormerDirector ofBusiness Developmentof GreenSolutions atIngredion Inc.,a global ingredient provider to theFMCGmarket. stephanie zahn CMO • Extensivemultinational Fortune500experiencebuilding large-scale marketing campaigns. • Specific expertisein thedesign and execution of brand positioning, customer segmentation and marketdevelopment. laura pichon business development & partnerships • VP, Developmentand StrategicPartnerships, Ex-Tech Plastics Inc. • Focused on developing and managing associations with key potential partners and alliances. don holmstrom EVP/CFO • Corporate Development& Finance. • Experience closing acquisitions/divestitures of 180+business transactions, close to$1billion value. • Raised close to $100million in debtand equity. © 2006-2020 good natured Products Inc.JUNE 2020
  17. 17. 17 over 50% management and insider ownership CAPITAL STRUCTURE AT MAY 31, 2020 Symbol Float Size (estimated) Insider/Management Shares Shares Outstanding Fully Diluted Warrants Options RSUs Market Capitalization GDNP 58,651,359 59,146,506 117,797,865 151,215,771 21,201,323 9,331,583 2,885,000 $18,847,658 © 2006-2020 good natured Products Inc. 1. Outstanding debentures of $5,084,000 convertible at $0.15 and $0.23 into 24,780,290 common shares. 2. Stock Options include all vested and unvested options, and all stock options that have not been issued. JUNE 2020
  18. 18. 18 WARRANT SUMMARY AS AT MAY 31, 2020 © 2006-2020 good natured Products Inc. outstanding warrants Outstanding Maturity Strike Total 2,239,867 28-Feb-21 $ 0.15 335,980 52,231 20-Oct-21 $ 0.19 9,793 14,119,148 28-Feb-22 $ 0.10 1,411,915 3,279,060 30-Dec-21 $ 0.16 524,650 1,511,017 23-Jan-22 $ 0.16 241,763 TOTALS: 21,201,323 $ 0.12 2,524,101 JUNE 2020
  19. 19. 19 our awesome board and advisors keep us on track Michael Thomson, Board Director President of Independent Capital Partners Inc., a corporate finance consulting firm focused on “going public” transactions. Founder/principal of ten publicly traded companies from natural resources to advanced materials. Member of the Listings Advisory Committee (Calgary) for the TSX Venture Exchange. Jim Zadra, Lead Director CFO and Corporate Secretary at Great Panther Silver Limited, silver and gold producer with mining operations and projects in Mexico and Peru. Chartered Accountant with significant background in senior finance roles, financial reporting, taxation, strategic planning, capital markets, M&A and corporate governance. Paul Antoniadis, Executive Chair & CEO Founding Partner at Scenario Ventures. Former CEO Best Buy Europe. Former SVP, Int’l Retail Ops & President China at Best Buy: multi billion sales and sourcing division. Also held VP of Sales Development for Best Buy US, where he was responsible execution of $30.8 billion in sales. © 2006-2020 good natured Products Inc. Joel Marsh, Board Director Senior Director with over 30 years’ retail experience in operations, financial management, sales development, supply chain, standard operations process and scaling new businesses. Led Best Buy Sales Development team to 47 straight months of positive like-for-like sales growth while improving gross margin rates by 500 basis points. JUNE 2020 Tom Haglin, Advisor Owner LINDAR Corp. , Avantech Minnesota Salil Munjal, Advisor Managing General Partner, Yaletown Partners British Columbia Jon Roby, Advisor Retail Strategy Planning and Finance Leader Oregon
  20. 20. thank you good natured Products Inc. 814 – 470 Granville St., Vancouver, BC Canada V6C 1V5 1-877-286-0617 ext. 113 © 2006-2020 good natured Products Inc.JUNE 2020