The European Cannabis Opportunity 26 th September 2018
Our European Cannabis Credentials Europe’s Cannabis Conference Series focused on Insights & Intelligence into the Investment Group European Market Science, Policy & Investment
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The European Cannabis Report™ “ The most comprehensive review of the European cannabis industry. ” As featured in
Section 1 The European Opportunity
"EUROPE’S LEGAL CANNABIS MARKET IS A € 115.7 BILLION OPPORTUNITY*” *Requires all European markets to be legal. Est. <10 Years
3 Key Points
Section 2 European Legislation
European Parliament Draft Motion • New draft motion European Parliament (EP) Committee on the Environment, Public Health and Food Safety (ENVI) this autumn. • Attempt to encourage the European Commission to allocate more resources towards scientific research in cannabis. • Motion is signed by an MEP from every political group in the European Parliament
Section 3 Value of the New Market
Cannabis and Healthcare Medical cannabis has the ability to treat over 52 conditions. “Cannabis is now legal for medical purposes in 44 countries around the world and this number is increasing month by month. It is, in my view, the most exciting medical development of the early 21st century.” - Professor Mike Barnes MD FRCP, Honorary Professor of Neurological Rehabilitation at Newcastle University Total cost of Treatment: € 46.6 Billion
Market Valuation
Netherlands
Regulation in The Netherlands OMC opens a Cannabis first becomes Cannabis First Bedrocan is number of commercially available in 2001 2017 1972 established criminalised cultivation tenders coffeeshops 1953 1976 2003 2018 Cannabis officially Medical cannabis is Bill passed to regulate recognised as a less- legalised. Office for supply of cannabis to dangerous drug Medical Cannabis coffeeshops established
The Netherlands’ Strategic Advantage Export Regulation . Intellectual Property Workforce
Germany
Germany 2017 <5,000 Patients 2018 >38,000 Patients Yet Only 2% of Doctors Prescribe
UK
Section 4 Investment Opportunities
PREVENTING GROWTH • Lack of North American Leadership • Legacy issues including potential money laundering. • Few European banks have existing regulation • Clearstream Banking mixed signals.
Major Brands are Investing in Cannabis
FINDING FINANCE PRIVATE EQUITY IPO & ICO CROWDFUNDING
RECENT MAJOR EUROPEAN DEALS “Invest in cannabis – It’s profitable! - Zoran Zaev (Prime Minister of Macedonia)
Public Market Performance Frankfurt Stock Exchange (FWB) Listed Companies 300% in 2 years 700% in 3 years 400% in 1 year 300% in 1 year 400% in 1 year 400% in 1 year
UK Public Markets • NEX listed cannabis companies have also seen steady to strong performance. • 4+ Cannabis Companies publicly listed in UK. • High volume of IPOs expected Q1 2019
Cannabis Industry Segments
Integration of Cannabis
Cannabis - Beauty & Lifestyle Cannabis is being marketed as the hottest new luxury beauty brand The skin has native receptors for cannabinoids, allowing the extracts to be instantly and fully absorbed, making them an effective treatment for inflammatory conditions such as eczema and acne” - Alexia Inge, founder of Cult Beauty
Cannabis - Food & Drink Cannabis ranked as one of the Top-10 food trends to watch in 2018 Specialty Food Association (SPA)
Cannabis - The New Craft Beer? “This is one of the fastest-growing categories globally. Why? Because people want it. When consumers want something, you ignore it at your peril.” - Chris Burggraeve (Anheuser-Busch InBev NV)
Cannabis is Disrupting the Alcohol market 3 Sales of cannabis overtook alcohol years sales in Aspen, after recreational Colorado in 2018…. legalization 1.5 Cannabis sales are expected to exceed years wine sales in Canada after recreational by 2020…. legalization
Cannabis and Tobacco How long can Big Tobacco wait?
Consumption of Cannabis
Future of Cannabis Production
European Trends Regulations Insurance Medical GMP Premium Prices Medicine Format New Demographic Patient Growth
The European Cannabis Report™ 3rd Edition STEPHEN MURPHY | MANAGING DIRECTOR OUT NOW stephen@prohibitionpartners.com +020 7409 50423 @prohibition_p
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