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N P e r w o p F e r r o t y n t o i e f r D a t 2019 INDUSTRY UPDATE: GLOBAL MARKETS a GIADHA AGUIRRE DE CARCER FOUNDER & CEO, NEW FRONTIER DATA MISSION New Frontier Data strives to be the cannabis data analysis and


  1. N P e r w o p F e r r o t y n t o i e f r D a t 2019 INDUSTRY UPDATE: GLOBAL MARKETS a GIADHA AGUIRRE DE CARCER FOUNDER & CEO, NEW FRONTIER DATA

  2. MISSION New Frontier Data strives to be the cannabis data analysis and industry reporting authority by collecting reliable data, N applying rigorous analysis, and producing actionable P e intelligence. We are committed to the highest level of r w o objectivity and transparency as we endeavor to equip our p F customers with the knowledge necessary to increase profits, e r identify opportunities, and navigate this nascent and still r o t y underserved market space. n t o i e f r D VISION a t a To be the World’s Big Data Authority for the Cannabis Industry .

  3. FIVE DIMENSIONS OF CANNABIS DATA N P e r DATA ACROSS ALL FIVE w o p DIMENSIONS IS F e r r CRITICAL TO o t y n UNDERSTAND AND t o i e f EVALUATE THIS NEW r D SECTOR. a t a

  4. LEGAL CANNABIS IS GOING GLOBAL N P e r w o p F e r r o t y n t o i e f r D a t a

  5. A GROWING NUMBER OF GLOBAL CANNABIS CONSUMERS Estimated Number of Cannabis Consumers by Region N (in millions) P e 272 million 90 r w 83.0 o 77.2 80 p Total Estimated Number of Global F e Cannabis Consumers r 70 r o t y n 60 t 51.5 $356 billion o i 50 e f 42.6 r Total Addressable Market 40 D (Illicit and Legal Combined) 30 a t a 20 12.9 10 3.7 1.0 0 Africa Asia North America Europe Latam Oceania Caribbean

  6. THERE ARE MILLIONS OF CANNABIS CONSUMERS, BUT USE VARIES WIDELY ACROSS REGIONS Regional Average Past-Year Cannabis Use N P e (2018, Age 15+ Years) r w o 20% p 17.5% F e r r o t 15% y n 6.2% 11.7% t 11.4% o i e f Global average past- 10% r year cannabis users D (15+ years ) 5.9% a t 5% a 3.0% 2.9% 2.4% 0% Africa Asia Caribbean Europe Latam North Oceania America

  7. NORTH AMERICA IS LAYING THE FOUNDATION FOR A GLOBAL INDUSTRY N P e r w TOTAL o p LEGAL MARKET CANADA F e Population: 36.3 million 2018-2025 r r Cannabis Consumers: 4.2 million o t y 2018 Legal Market: USD $1.3 billion n Canada: $36 Billion t o i e f r US: $136 Billion D U.S. a Population: 325.7 million Total: $173 Billion t Cannabis Consumers: 22.4 million a 2018 Legal Market: USD $ 10.3 billion

  8. SURGING INVESTMENT IS FUNDING EXPANSION & SCALE Big Alcohol & Tobacco’s Accounted for Nearly Half of N P 2018’s Total Cannabis Investments e r w o p $13.80 F $14.0 e r r Big Alcohol & Tobacco's 2018 o $12.0 t y Investment In Cannabis n $10.0 $5.8 BN t o $ Billions i e $8.0 f r $6.0 D $4.00 $3.49 $4.0 a $1.80 t $1.29 $2.0 $0.91 a $- 2015 2016 2017 2018* Constellation's Altria's Investment In Investment in Canopy Growth Cronos SOURCE: VIRIDIAN CAPITAL ADVISORS

  9. EUROPE: IS A CENTRAL FOCUS OF CANNABIS EXPORTS N • Largest wave of cannabis reform & P e legalization in the world. r w o p • 29 countries allow some form of F e medical cannabis use, but rules vary r r o widely t y n t o • Products allowed range from flower to i e f Sativex & Epidiolex r D • Pharmacies (not dispensaries) are a the primary distribution channel t a Medical Use

  10. ASIA: THE EPICENTER OF GLOBAL HEMP PRODUCTION N P e r w o • The world’s most populous nations, India and p China, are major hemp producers F e r r • Thailand is developing a medical cannabis o t y n program; aims to be a leading low-cost high t quality cannabis exporter o i e f r • The CBD markets in Japan in Korea will represent D significant opportunities for nutraceuticals and a cosmetics t a Medical Use CBD/Hemp

  11. AFRICA: BUILDING MOMENTUM FOR LOW COST PRODUCTION N • Southern Africa is leading cannabis legalization in P e Africa r w o • The South African Supreme Court ruled cannabis p F e prohibition violates South Africans’ human rights. r r o Laws and regulations due by October 2020. t y n • Lesotho and Zimbabwe have legalized t o i e medical use. f Medical Use r • A bill to legalize adult use in Kenya was just Proposed Medical Use D introduced a Recreational Use t • Zambia, Equatorial Guinea, Liberia, Guinea Bissau Proposed Recreational a are all exploring industrial hemp/medical use

  12. OCEANIA: A REGIONAL HUB FOR LEGALIZATION IN THE PACIFIC N P e r w o • Australia and New Zealand anchor Oceania’s p cannabis markets, with the highest usage F e rates in the region. r r o t y • Australia is a leading importer, but wants n t o to become a global exporter i e f r • New Zealand is on track to be the next D Oceanic nation to legalize adult use a t a

  13. LATIN AMERICA: A STRATEGIC CENTER FOR CANNABIS TRADE • Latin American is at the forefront of N cannabis legislation reform. P e r • Uruguay was the first nation to fully w o legalize recreational use p F e • Many countries in the region, including r r o Columbia, Panama, and Uruguay are t y n investing heavily in building export t o i capacity e f r • Brazil, Latin America’s highest Total D Addressable Market, remains an import a Medical Use only, CBD-only market t a Recreational Use CBD/Hemp

  14. KEY TAKEAWAYS • The entrance of big pharma, alcohol and tobacco is funding expansion & scale • Courts are now starting to define the rights of cannabis consumers, and laws are N P consequently evolving e r w o • Countries like Georgia, Mexico and South Africa are some of the first examples where p F human rights helped shape cannabis policy e r r • The global cannabis market is evolving quickly, and Canada (and the U.S.) are paving the o t y n way t o i e • International markets are opening quickly, but regulations vary widely as do the f r opportunities D • Data will be central to understanding how the market’s behavior today will influence a t performance tomorrow a • Plan for where the market is going, not where it is today This is the beginning of a global socio-economic revolution, and you are its vanguard

  15. THE GLOBAL REPORT 2019 INDUSTRY OUTLOOK FREE N P REPORT e r w o p F e r r o t y n t o i e f r Purchase Presale Today: D NewFrontierData.com/global-report a t a STRENGTH IN KNOWLEDGE™ AS FEATURED IN:

  16. Giadha Aguirre de Carcer Founder & CEO New Frontier Data N Gdecarcer@newfrontierdata.com P e r w o p F e r r o t y n t o i e f r D a t a

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