For personal use only ASX RELEASE (23 rd March 2018) AGM PowerPoint Presentaion In accordance with the requirements of Listing Rule 3.1 we submit the attached material being distributed at the Company’s Annual General Meeting today. For further information, please contact: Jarrod White Michael Lovesey Company Secretary Director Corporate Media Relations MMR Corporate Services Pty Ltd The Hydroponics Company Limited Level 2, 131 Macquarie Street Suite 305, Level 3, 35 Lime Street Sydney, NSW 2000 Australia Sydney NSW 2000 P: +61 2 9251 7177 P: +61 2 8296 0000 M: +61 449 607 636 E: jarrod.white@thcl.com.au E: michaell@mmrcorporate.com About The Hydroponics Company www.thcl.com.au THC is at the forefront of developing a leading, diversified worldwide cannabis business, focusing on two core business units: Development and delivery of medicinal cannabis, and manufacturing and distribution of hydroponics equipment, materials and nutrients. The Hydroponics Company Limited Suite 305, Level 3, (ASX: THC) ACN: 614 508 039 35 Lime Street Sydney NSW 2000
ASX:THC For personal use only B u i l d i n g a M e d i c i n a l C a n n a b i s B u s i n e s s Annual General Meeting March 2018
DISCLAIMER For personal use only The material in this presentation (material) is not and does Such statements relate to future events and expectations and, as not constitute an offer, invitation or recommendation to such, involve known and unknown risks and uncertainties. Actual subscribe for, or purchase any security in The Hydroponics events and results may differ materially from those expressed or Company Limited (THC) nor does it form the basis of any forecasted in forward-looking statements due to a number of contract or commitment. In the event that an offer, factors. The principal important risk factors that could cause THC’s invitation or recommendation to subscribe for, or purchase actual performance and future events and actions to differ any security in THC is made in the future, a Prospectus will materially from such forward-looking statements, include, but are be made available in relation to the same. If and when the not limited to, continuing volatility in the capital or credit markets Prospectus becomes available it may be downloaded from and other changes in the securities and capital markets, changes the THC’s website at www.thcl.com.au. At that time any in market prices of THC’s investments, the occurrence of one or person wishing to make an investment in THC must more catastrophic events, such as an earthquake, hurricane, or act consider the Prospectus in deciding whether to acquire the of terrorism, changes in laws or regulations, changes in income security and must complete the application form that will tax laws, and changes in general economic and market factors be in or will accompany the Prospectus. THC makes no that affect the prices of securities or the industries in which it does representation or warranty, express or implied, as to the business. accuracy, reliability or completeness of this material. THC, This presentation includes certain statements, estimates and its directors, employees, agents and consultants shall have projections that rely upon various assumptions. Those no liability, including liability to any person by reason of assumptions may or may not prove to be correct. The negligence or negligent misstatement, for any statements, Presentation does not purport to contain all the information that a opinions, information or matters, express or implied, arising prospective investor may require. The information may not be out of, contained in or derived from, or for any omissions appropriate for all persons, and it is not possible for The from this material except liability under statute that cannot Hydroponics Company Limited to have any regard to the be excluded. Statements contained in this material, investment objectives, financial situation and particular needs of particularly those regarding possible or assumed future each recipient who reads or uses this information. performance, costs, dividends, production levels or rates, prices, resources, reserves or potential growth of THC, industry growth or other trend projections are, or may be, forward looking statements. 2
DUAL STRATEGY For personal use only Focused on a two-pronged strategy 1) to expand profitable Canadian operations & 2) develop local medicinal cannabis market AUSTRALIA CANADA Development and delivery of Manufacturing and distribution of medicinal cannabis hydroponics equipment, materials and nutrients Accelerating market uptake- local & imported products Driving profitable growth through Expansion of existing product catalogue � 2 of 3 licences granted, Acquisition plan under development � R&D and Medicinal Cannabis licence Manufacturing licence lodged Q4-17 3
CORPORATE STRUCTURE For personal use only The Hydroponics Company Limited ASX: THC Top 20 Number of Share Price – Shares on Free trading Market Cap Cash Approx THC Issue shares shareholders $0.60 123.7 85.9 $74 $12.8 45% 5,400 million million million million (IPO: 750) Data as of 21 st March THC share price 4
SURGING GLOBAL CANNABIS GROWTH For personal use only United States North American Cannabis market estimated 30 US States medicinal cannabis legalised US$20B by 2021 8 US States recreational marijuana legalised Canada Medicinal cannabis legalised Recreational cannabis to be legalised in 2018 Current and real growth opportunities Australia Developing market 1.8m patients with neuropathic pain 5
CANNDEO For personal use only Accelerated Access to Medicinal Cannabis Product Development Future IP Research Accelerated path to market Sales of Australian Proprietary Manufacturing Products This division aims to lead the development of an accelerated path to market encompassing local and imported products, IT solutions and a variety of clinical solutions to drive growth in the prescriber base 6
A NEW CLASS OF MEDICINAL PRODUCTS For personal use only Accelerating path to market Clinical studies due to Clear import strategy for commence bringing medicinal cannabis to the Australian market. Target multiple markets with high quality cannabidiol (CBD) +17 years of Cannabis Two of three required licences sativa breeding, variety under Government licensing selection and growth program management 7
INTERNATIONAL SUPPLY AGREEMENTS For personal use only AUSTRALIA Strategic Alliance with BOL Pharma - ISRAEL Distribution Agreement with Endoca - EUROPE A recognised leader in the supply of high quality CBD One of Israel’s leading suppliers of medicinal cannabis solutions products worldwide Pioneering creation of medicinal cannabis European pioneers in extraction and purification, sales exceeding 50 million Euro per annum industry in Israel since 2007 Focus on distributing world’s best medicinal cannabis Partnership to develop Australian market products in Australia through Canndeo CBD oil, CBD capsules and a unique CBD+CBDA oil Supplying products for Clinical Trials 8 8
AUSTRALIAN MARKET STATISTICS For personal use only Clinical Condition Market Size Endoca B.V. BOL Pharma Autism +230,000 (Source: Social Care Australia) Dementia +400,000 (Source: Dementia Australia) Epilepsy +250,000 (Source: Epilepsy Foundation) Parkinson’s ~70,000 (Source: Parkinson’s Australia) Tourette’s Syndrome ~ 45,000 (Source: ABC News Article) 9
NATIONAL ACCESS CANNABIS For personal use only NAC-A leading � Canadian clinic group Licence to use all IP in � Australia including prescribing guidelines Assessing local � regulatory framework 10
CANNDEO ACHIEVEMENTS SINCE IPO For personal use only Medicinal Cannabis Research Licence Granted July 2017 � Clinical Trial partner � Medicinal Cannabis Prescription and Dispensing Portal � Medicinal Cannabis Licence granted October 2017 � Manufacturing Licence application lodged � Licence Agreement with National Access Cannabis � Completion of Australian growing facilities � 11
CANNDEO INDICATIVE TIMELINE* For personal use only 2018 Q1/2 2018 Q3/4 2019 Q1/2 Further investment in market development � � � � � � � � � � � � � � � � � � �� � � � � � � Local Market development � through clinic expansion Local market expansion BOL Pharma Clinical trial Clinical Trial development commencement Market expansion through international partner sales *Performance and dates are subject to change and & licensing are indicative only. Permit from ODC for cultivation 12
For personal use only CANADIAN MARKET OPPORTUNITIES Expansion of the Canadian market leading to multiple opportunities for revenue growth CRYSTAL MOUNTAIN/DRAGON VISION ACQUISITIONS (CMDV) Revenue growth from existing Highly fragmented market with an customer base opportunity to develop significant Exclusive agreements for new national local supplier agencies Due Diligence on quality Optimisation of business model Canadian asset progressing 13
CRYSTAL MOUNTAIN PRODUCTS For personal use only Expansion plans underway for Canadian operations Over 600 products, 9 trademarks Strong Expanded product distribution portfolio networks Trading profitably New distribution plans to for 5+ years expand across Canada 14
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