SEPTEMBER, 2018 Investor Presentation - Cannabis Capital Convention
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Investor Presentation SEPTEMBER, 2018
TSX:TGOD
DISCLAIMER 2
Forward-Looking Statements
This Presentation contains forward-looking statements that relate to the Company’s current expectations and views of future events and should be read together with the more detailed information and financial
data and statements available in the Company’s preliminary offering memorandum dated September 2018 and on SEDAR.com. This Presentation does not contain all of the information you should consider before
purchasing securities of the Company.
In some cases, these forward-looking statements can be identified by words or phrases such as “may”, “might”, “will”, “expect”, “anticipate”, “estimate”, “intend”, “plan”, “indicate”, “seek”, “believe”, “predict” or
“likely”, or the negative of these terms, or other similar expressions intended to identify forward-looking statements. The Company has based these forward-looking statements on its current expectations and
projections about future events and financial trends that it believes might affect its financial condition, results of operations, business strategy and financial needs. These forward-looking statements include, among
other things, statements relating to: the Company’s expectations regarding its revenue, expenses and operations; The Company’s expectations regarding timing of the completion of the construction and related
construction costs; the Company’s anticipated cash needs and its needs for additional financing; the Company’s intention and ability to grow the business and its operations; including its ability to complete business
acquisitions and integrate acquired businesses; the Company’s expectations regarding harvesting of initial product and product sales prices; expectations with respect to future production costs and capacity;
expectations regarding our growth rates and growth plans and strategies; expectations with respect to the approval of the Company’s cannabis licenses; expectations with respect to the future growth of its medical
and recreational cannabis products; any commentary related to the legalization of adult-use, recreational cannabis and the timing related to such legalization; the Company’s expected business objectives for the
next twelve months; the Company’s plans to develop cannabis greenhouses in Québec and Ontario; the proposed acquisition of HemPoland; and the proposed spin-out of TGOD Acquisitions.
Forward-looking statements are based on certain assumptions and analyses made by the Company in light of the experience and perception of historical trends, current conditions and expected future
developments and other factors it believes are appropriate and are subject to risks and uncertainties. In making the forward looking statements included in this Presentation, the Company has made various material
assumptions, including but not limited to (i) obtaining the necessary regulatory approvals; (ii) that regulatory requirements will be maintained; (iii) general business and economic conditions; (iv) the Company’s
ability to successfully execute its plans and intentions; (v) the availability of financing on reasonable terms; (vi) the Company’s ability to attract and retain skilled staff; (vii) market competition; (viii) the products and
technology offered by the Company’s competitors; and (ix) that our current good relationships with our suppliers, service providers and other third parties will be maintained. Although we believe that the
assumptions underlying these statements are reasonable, they may prove to be incorrect, and we cannot assure that actual results will be consistent with these forward-looking statements. Given these risks,
uncertainties and assumptions, prospective purchasers of the Company’s securities should not place undue reliance on these forward-looking statements. Whether actual results, performance or achievements will
conform to the Company’s expectations and predictions is subject to a number of known and unknown risks, uncertainties, assumptions and other factors, including those listed under “Risk Factors” in the
Company’s preliminary offering memorandum dated September 2018.
The Company’s forward-looking statements are based on the reasonable beliefs, expectations and opinions of management. Although the Company has attempted to identify important factors that could cause
actual results to differ materially from those contained in forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated or intended. There is no assurance that such
statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking
statements. We do not undertake to update or revise any forward-looking statements, except as, and to the extent required by, applicable securities laws in Canada.
The convertible notes (the “notes”) and the common shares, if any, issuable upon conversion of the notes (the “common shares”) have not been and will not be registered under the U.S. Securities Act of 1933,
as amended (the “U.S. Securities Act”) or any other securities laws. As a result, the notes may not be offered or sold within the United States or to, or for the account or benefit of, “U.S. persons” (as defined in
Regulation S under the U.S. Securities Act), except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the U.S. Securities Act and any other applicable securities laws.
For additional information, please refer to “Transfer Restrictions” in the offering memorandum relating to the notes.
TSX:TGOD | US:TGODF
The Business Plan
Building a Leading Global Organic Cannabis Brand
3
Build a large and
scalable leadership
position in Organic
Cannabis
CPG
Create a premium global
International
consumer facing brand
Expand sales to three
continents including
Canada, Latin America
R&D
and Europe by end of
Funding Create novel and
2018
Raised in excess of $350 proprietary strains and
million* to fund domestic, products
international, and M&A
activities
Licensing
Exclusively licensed
$ technology from top
Production brands
Build high technology
state-of-the-art hybrid *Unless denoted otherwise, all dollar amounts in this presentation refer to Canadian dollars.
green houses
TSX:TGOD | US:TGODF
Investment Highlights 4
Becoming a Leading Global Organic Cannabis Brand
FULLY-FUNDED CANADIAN FACILITIES CONSTRUCTION UNDERWAY IN CANADA
$350,000,000 RAISED TO DATE
$ 170,000 KGS OF TARGETED ANNUAL PRODUCTION CAPACITY
PROVEN MANAGEMENT TEAM INDUSTRY LEADING CONSTRUCTION + DESIGN
Experience in executive and operational management specific to: Project team includes: Eaton Power, Ledcor Group, and Aurora
consumer packaged goods, beverages, brand building, pharmaceutical, Larssen Projects Inc. (ALPS)
retail, international markets and the cannabis industry
STRATEGIC INVESTOR: AURORA CANNABIS CERTIFIED ORGANIC PRODUCT AND PROCESS
Cornerstone investment from Aurora Cannabis (TSX:ACB) for $78 million Designed to produce high quality organic cannabis grown in living soil
and purchase option for 20% of TGOD’s high-quality, organic product with established organic growing techniques and intellectual property
STRATEGIC BEVERAGE DIVISION LICENSING & INTERNATIONAL EXPANSION
Targeting international growth initially through Jamaica and Europe, TGOD has
TGOD is developing a 40,000 sq. ft. state-of-the-art R&D centre
secured exclusive licensing deals in Canada and select international markets
for novel and proprietary cannabinoid infused beverages,
with best in class brands that have proven products, strong revenue growth,
advanced product development and pilot manufacturing
and intellectual property.
TGOD is 100% Committed to Organic Cannabis
TSX:TGOD | US:TGODF
Organic Cannabis 5
57% of Medicinal Cannabis Consumers in Canada say Organically Grown Product is Preferred (1)
Organic
Premium
34% (1)
Industry Organic
Average Average
$9.16 $12.30
per Gram (2) per Gram (3)
TGOD is one of two certified organic Organic cannabis commands a premium
producers in Canada price to non-organic cannabis(4)
Exposure to certain chemicals/pesticides have been
Amazon’s acquisition of Whole Foods validates the
proven to have adverse effects on consumers
importance of organic products in the market
health (5)
(1) Topline Report - prepared by Hill+Knowlton Strategies - 12/20/2017
(2) CannStandard *ACMPR dried cannabis listing summary 20/07/2018
(3) Pricing of ABCann & Whistler Medical from CannStandard
(4) CannStandard Cannabis Pricing
(5) Source: LA Weekly “Cannabis Concentrates Have a Problem With Pesticides” 02/27/17
TSX:TGOD | US:TGODF
Responsible and Sustainable 6
Responsible and Sustainable Production Leads to Great Corporate Citizenship and Improved Results
STRIVING FOR LEED CERTIFICATION ENVIRONMENTAL SUSTAINABILITY
• Leadership in Energy and Environmental Design • Working with GRCA (Grand River
at the Hamilton Facility Conservation Authority) for habitat creation
• An internationally recognized green building ` and protecting species at risk
certification system • Locally sourced organic products
• LEED Includes:
• Energy savings, water efficiency, CO2
emission reduction, stewardship of resources
and indoor environmental quality
(1)
ENERGY SUSTAINABILITY
WATER SUSTAINABILITY
• Natural gas supply and infrastructure
• ~90% of water to be collected and recycled • High-efficiency LED lighting reduces energy
• Technology to reduce water consumption consumption and heat
• Natural on-site wells provide fresh water at Hamilton • Staggered lighting between facilities reducing
• Rainwater reservoirs at both Hamilton peak loading and increasing operating
& Valleyfield efficiency
(1)Canada Green Building Council
TSX:TGOD | US:TGODF
Strategic Relationships 7
Leveraging Expertise From Industry Leading Construction & Design Firms
EATON CORP. LEDCOR GROUP AURORA LARSSEN PROJECTS
A Global Power Management A Multi-Faceted Construction An Industry Leading Greenhouse Design
Company Company & Engineering Firm
$20 billion annual revenue(1) $3 billion annual revenue(2) $12 billion dollar parent company(3)
96,000 Employees 7,000 Employees +1,000 projects around the globe(4)
175 Countries 30 offices 30 years of business
107 years of business 70 years of business
(1)Eaton website
(2)Ledcor website
(3)TSX:ACB stock price as of Sept 24, 2018
(4)Aurora Website - press release dated Nov 23rd, 2017
TSX:TGOD | US:TGODF
Hybrid Facilities 8
Building High-Technology Hybrid Facilities
Hybrid Facilities Represent Potential Advantages
Over Indoor & Greenhouse
The Hybrid Advantage (Illustrative)
Low-Cost Opportunity Use of Natural Light Lower CapEx Opportunity
Capex Opex Quality
Lower cost of production Supplemented by Expected lower cost
compared to indoor highly efficient LED and relative to indoor
facilities HPS lighting (1) facilities Indoor Higher Higher Higher
Hybrid Medium Lower Higher
Precise Control Limited Contaminants Low OpEx Opportunity
Advanced humidity, temperature
and overall environmental
Highly automated and
positive pressure
Technology, energy
efficiency, natural light and
Greenhouse Lower Lower Lower
controls relative to conventional rooms, reduces chance automation are expected to
greenhouses of contaminants deliver
lower OpEx
(1) High Pressure Sodium
TSX:TGOD | US:TGODF
Strategically Located - Logistics Matter 9
Positioned to Access Significant Population Centres
62%
LOW-COST POWER RATES
Quebec has the lowest power rates in Canada(1) and
our Ontario property is designed to include a natural
gas power plant reducing costs further
21.5 MILLION PEOPLE
of Canadian Population
in Ontario and Quebec(2)
Ontario and Quebec represent ~2/3 of the
entire Canadian population
CANNABIS TOURISM
70M people living in bordering US states.
TGOD is well positioned to benefit from
cannabis tourism QUEBEC
8.1M Population(2)
SAME-DAY / NEXT-DAY DELIVERY
Reduced shipping distance, providing ONTARIO
higher customer satisfaction & lower 13.4M Population(2)
operating expenses
(1)Hydro Quebec
(2)Stats Canada
TSX:TGOD | US:TGODF
Valleyfield Facility 10
Constructing the World’s Largest Organic Cannabis Facility
Construction Underway
• Funded expansion of a 1,107,245 sq. ft. high technology
hybrid facility capable of producing 142,000 kg of high-
quality organic cannabis annually
• Construction began: January, 2018
• Breeding facility completed: April, 2018
• Cultivation license received for Breeding Facility
• Production ramp-up expected: H1, 2019
• Striving for eGMP standard certification, including advanced
hybrid facility technology including:
• Positive pressure systems
• Highly automatized
• Robotized internal logistics
• Customized glass ensuring optimal light penetration
• Specialized nutrient delivery systems
• Advanced HVAC units
• Preferential power rates
• Dual zoned property allows complete vertical integration
including cultivation, R&D and product manufacturing.
Valleyfield Facility Illustrative Construction Design
TSX:TGOD | US:TGODFHamilton Facility 11
150,000 sq. ft. | 14,000 kg
Construction Underway
• Funded expansion of 150,000 sq. ft. high technology facilities
capable of producing 14,000 kg of high-quality organic
cannabis annually
• Includes a 20,000 sq. ft. enclosed facility adding 2,000 kgs
and a 123,000 sq. ft. state-of-the-art hybrid facility adding an
additional 11,000 kgs of annual capacity
• Expected completion Q1, 2019 with first harvest H1, 2019
• Home of TGOD’s community farm with over 2,000 pounds of
fruit and vegetables grown and donated to the Hamilton food
share
• Cultivation license received: August 2016
• Sales license received: August 2017
• Oil extraction license received: May 2018
Indoor Facility Indoor Facility Hybrid Facility Total
7,000 sq. ft. 20,000 sq. ft. 123,000 sq. ft. 150,000 sq. ft.
Hamilton Facility Illustrative Construction Design Used as a Beta test Used for specialty Used to grow high ~14,000 kg
for phase 1 grow and quality organic cannabis capacity
expansion formulations
TSX:TGOD | US:TGODFJamaica - Fully-funded 12
14,000 kg | Cultivation | Extraction | Manufacturing | Retail
Entering Jamaica
• Epican is a vertically integrated Jamaican cannabis company with
licenses for cultivation, extraction, manufacturing and retail sales
• TGOD has acquired a 49.18% interest in Epican and have entered into
a strategic partnership.
• Epican granted Jamaica’s historic first cultivation license
• Two planned cultivation sites:
• Current capacity: 1,300 kg
• Planned capacity: 14,000 kg (1 acre)
• Potential capacity: 100+ acres
• Epican is planning five dispensaries in Jamaica, with its first flagship
Kingston store opened in July, 2018
• Partnership provides TGOD with a platform to export premium
Jamaican grown cannabis to select international jurisdictions for
medical purposes
Flagship Kingston dispensary
TSX:TGOD | US:TGODFHemPoland 13
Strategic gateway to Europe with a population of over 750 million people
00 %
1 Entering the European Market
OD*
by TG
ne d
Ow • Founded in 2014, HemPoland has a widely recognized CBD
brand in Europe, CannabiGold
• HemPoland represents a strategic gateway to Europe with a
population of 750 million people
• 32,000 kgs of dried organic flower produced in 2017, and
access to over 1,250 acres for future growth**
• HemPoland was the first company in Poland to obtain a state
licence allowing the company to grow hemp and manufacture
premium organic CBD oil products
• Subject to TSX approval, the terms include: US$15 million in
stock & cash in addition to a US$10.3 million investment into
the business for rapid European expansion
• Performance based incentives of up to 3,047,722 shares or
approximately US$12 million for delivery of US$32 million of
EBITDA in fiscal 2021
*Acquisition not yet closed. Subject to customary closing conditions and TSX approval
** http://hempoland.eu/en/
TSX:TGOD | US:TGODFBuildout Timeline 14
Hybrid Facilities Totalling ~1,382,000 sq. ft.
Current Production 1,800 kg Path to 170,000 KG
Jamaica Hamilton, Ontario Valleyfield, Quebec Combined Facilities
Expected Production: Expected Production: Expected Production:
H2, 2018 H1, 2019 H1, 2019
8% 8% 100%
84%
Capacity 14,000 KG 14,000 KG 142,000 KG 170,000 KG
* Chart excludes HemPoland’s organic hemp production
TSX:TGOD | US:TGODFResearch & Development Strategy 15
TGOD’s R&D Initiatives are Designed to Generate Diverse
Product Offerings & Intellectual Property
• Genetic Development including:
• Breeding, developing strains, plant health,
yield, & cycle time
• Developing disease resistant strains
• Economically monitor plant health in real time
1 Cultivation • Higher CBD/THC modifications
Goal: Maximize Yields + Increase Flavour Profile
• Conduct trials and research in-house
• Micro-dosing - less quantity, same effect
2 Clinical Trials • Sustained release + fast acting
• In-house capability to develop proprietary IP & patents
Goal: Increase efficacy
• Formulations for new products including:
• beverages, edibles, topicals, skin-care,
3 Product Development vapes, water soluble solutions etc.
• Consumer trials and testing
Goal: Consumer preferred delivery
and product differentiation
TSX:TGOD | US:TGODFExperienced Research & Development Team 16
16
TGOD has Assembled a Team with Relevant
Experience to Deliver on our Objectives
PREM VERMANI KONSTANTINOS A. ALIFERIS DAVID BERNARD-PERRON
M.SC. CHEMISTRY & B.SC. PHYSICS, CHEMISTRY, MATHEMATICS PH.D., M.SC. M.SC. - PLANT SCIENCES AND
CHAIR OF BEVERAGE SCIENCE & RESEARCH DIVISION ORGANIC AGRICULTURE
Dr. Aliferis holds a Ph.D. in Plant Science Mr. Bernard-Perron is an Agrologist with a
Mr. Virmani is the former Senior Vice President of Global Science and Research for Cott Master of Science degree from McGill
from McGill and has over 10 years
Beverages, Inc. where he provided senior leadership in all aspects of beverage technology. University specializing in Plant Sciences and
experience in teaching and conducting
Inducted into the Private Label Hall of Fame in 2018, Prem has led development in every major Organic Agriculture. David began his career
agriculture research at an academic level,
beverage category, including the Sam’s Choice cola program for Walmart, President’s Choice working in greenhouse production in 2001 at
with over 25 publications accredited to his
cola for Loblaws, and major private label brands for Publix, Wegmans and Safeway. He began the McGill Greenhouses and Horticultural
name. Dr. Aliferis will aid the TGOD team by
his career in 1969 with Coca-Cola, and is known as the Pioneer of the Private Label soft drink Research Centre. He was responsible for
implementing his practical knowledge leading Whistler Medical Marijuana Corporation
industry.
through his great deal of research through organic certification, becoming the first
experience. fully certified organic licensed producer.
ANGELA MAZIARZ LOLA MILLERMAN PATRICK BAKER CHRISTINA PETROVIC
B.SC. BIOCHEMISTRY/ B.SC. - BIOLOGY B.SC. - BIOLOGY AND CHEMISTRY B.SC. - BIOCHEMISTRY
NEUROSCIENCE
Mrs. Millerman graduated from UBC with a Mr. Baker has a B.Sc. Biology and 15+ years of experience in the field of
Mrs. Maziarz also has multiple certifications
Bachelor of Science degree in Biology. Mrs. Chemistry (Honours) with an emphasis on pharmaceutical Quality having worked for
to accredit her knowledge and experience
Millerman was a Senior Microbiologist and radiochemistry, synthetic organic chemistry, numerous Canadian companies in specialist
including HACCP/Prerequisite program, Six
Factory Hygienist at Nestle Canada where she and analytical chemistry along with an positions. Familiar with Health Canada and
Sigma Black Belt, Six Sigma Green Belt,
worked on compliance with CFIA regulations, as Honours thesis publication on Cyclotron- US FDA regulatory requirements, Christina
Quality Assurance (CACP), introduction to
well as Nestle Quality Assurance Compliance based production of Silicon-31 radiotracers has an in-depth knowledge of QMS and risk
Measurement and Calibration (ASQ) and
standards of Good Manufacturing Practices and for use in plant imaging. His experience with management relating to quality. As TGOD
FSMA – Preventative Controls Qualified
Good Laboratory Services. Her role included radiochemist analysis, chromatographic continues its R&D operations, Mrs.
Individual Certification.
overseeing microbiological laboratory R&D methods, electrophoretic techniques and Petrovic’s experience with sterile and non-
operations. sterile manufacturing in solid dosage and
with general bench top laboratory procedure
and techniques make him an ideal fit for liquid/cream/ointment will be invaluable with
TGODs extraction laboratory R&D efforts. product extraction experiments.
TSX:TGOD | US:TGODFConsumer Packaged Goods 17
Vertical Integration Aims to Increase Margins
GLOBAL $ VOLUME
ORGANIC CHANNEL
BEVERAGES
EDIBLES
Recreational Market
PHARMA
• INCREASED MARGIN POTENTIAL
• PREMIUM ORGANIC VERTICALS
PET • DIVERSE PRODUCT OFFERING
BEGIN WITH PREMIUM ORGANIC FLOWER HEALTH
• BRAND RECOGNITION
• CANNABIS IS THE FIRST INGREDIENT
IN A VARIETY OF HIGHER MARGIN PRODUCTS OIL
Medical Market
ORGANIC CANNABIS PRODUCTION
Note: Illustrative Value Chain Only
www.TGOD.caOur Brand 18
TGOD’s Premium Certified Organic Cannabis Brand
Note: Illustrative Photos Only
www.TGOD.caThe Future: Beverages 19
Innovative & Novel Products
TGOD’s Strategic Beverage Division is expected to be an organic R&D centre
for novel and proprietary cannabinoid infused beverages, advanced product
development and pilot manufacturing
The Research & Development campus located within Valleyfield, Quebec site will
focus on developing consumer-preferred beverages across a wide range of
categories and occasions focused on great-tasting organic edibles & beverages
First phase of 40,000 sq. ft. purpose-built facility for R&D and agricultural science
in beverage category. Includes pilot manufacturing and scientific development
facilities
Provides a strategic pathway into the cannabis market for large-scale
beverage & beverage alcohol companies
Illustrative Design: TGOD’s 40,000 sq. ft. Innovation Centre
in Valleyfield, Quebec
TSX:TGOD | US:TGODFThe Future: Beverages 20
Note: These images depict product mock-ups not intended for Canada and are shown for representation purposes only.
TSX:TGOD | US:TGODFInnovative Technology: Licensing Deals 21
Exclusive Agreements for Canadian & Select International Distribution(1)
TGOD x Evolab
• Evolab is the #1 selling vaporizer brand in Colorado(2)
• Products created from organic CO2 extraction
TGOD x CBx Sciences
• Focused on alternative cannabinoids: CBN, CBD and CBG
• Natural Health and beauty line: skin repair, body oils, and vapes
TGOD x Ripple Sc
• Exclusive agreement to license RIPPLE SC(1)
• A proprietary, patent-pending suite of fast-acting, water-soluble products
• Consumers quickly and easily infuse cannabinoids into beverages & foods
Illustrative Design: TGOD’s 40,000 sq. ft. Innovation Centre in Valleyfield, Quebec (1)Limited to Canada and certain international jurisdictions
(2)Evolab’s Website
TSX:TGOD | US:TGODFInternational Expansion Focus 22
Global Distribution & Sales Channels
EUROPE
CANADA 750 million
37 million People
People
LATIN
AMERICA
640 million
People
TSX:TGOD | US:TGODFTGOD Aurora 23
$78 Million Cornerstone Investment by Aurora Cannabis
PURCHASE OPTION
$78.1 MILLION INVESTMENT BY AURORA
Includes a supply option for 20% at wholesale
15% stake in TGOD
pricing* Aurora has the option to increase to
33% based on proportionate ownership.
DESIGN AGREEMENT WITH ALPS
Aurora Larssen Projects Inc. (ALPS) has been involved in over ACCELERATED GROWTH
1,000 facilities around the world and has set the industry Access to Aurora’s advanced technology,
standard in ultra-high technology, completely automated, distribution channels and international markets
environmentally controlled facilities for over 30 years(1) helps accelerate growth
BUSINESS MODEL VALIDATION POTENTIAL LEAD ORDERS
Aurora’s investment endorses TGOD’s
differentiated organic business model
$$ Aurora has the right to participate in each of TGOD’s
financings
ACCESS TO ADVANCED KNOWLEDGE ACCESS TO FUNDING
Aurora’s experience building its Aurora Sky Facility Aurora has four milestone cash investment options to
is invaluable as TGOD expands acquire additional shares in TGOD at a 10% discount
to market
(1) Aurora website - press release dated Nov 23rd, 2017
* TGOD retains a proportion of the upside on retail pricing beyond a certain threshold
TSX:TGOD | US:TGODFTGOD Aurora 24
$78 Million Cornerstone Investment by Aurora Cannabis
Tiered Investment Strategy Key Additional Terms
Aurora’s right to purchase TGOD shares are based upon the
completion of these sequential milestones
• 18-month standstill agreement
90 days after IPO - 8%* 1
• Pre-emptive financing rights to maintain pro-rata
Valleyfield granted cultivation license - 8% 2 ownership on a fully diluted basis
• Includes supply agreement for 20% at wholesale pricing**
Upon Valleyfield reaching 50% completion - 8% 3 Aurora has the option to increase to 33% based on
proportionate ownership
Achieve $100 million in aggregate sales - 12% 4 • Aurora currently has the right to one board seat
*the 90 day post IPO milestone has been extended to October 12, 2018
**TGOD retains a proportion of the upside on retail pricing beyond a certain threshold
TSX:TGOD | US:TGODFComparables 25
Planned Capacity | Market Capitalization
Funded Capacity (000 kgs) as of September 21, 2018 Market Capitalization ($B’s) as of September 21, 2018
600kg's $40
450kg's $30
300kg's $20
150kg's $10
0kg's $0
Aurora Canopy(1) Aphria TGOD Tilray Cronos Canopy Tilray Aurora Aphria Cronos TGOD
*Data based on IR decks and TSX market capitalizations
TSX:TGOD | US:TGODFIndustries Being Disrupted 26
Market Capitalizations of Disruptable Industries
400
Alcohol
Tobacco
Pharma
Cannabis
300
Market Cap in Billions (USD)
200
100
0
Constellation Heineken Diageo Anheuser J&J Pfizer Novartis Phillip Morris Altria Group B.A. Canopy Tilray Aurora Aphria Cronos TGOD
*Chart information sourced from FactSet as of September 24, 2018 and in USD.
TSX:TGOD | US:TGODFManagement Team 27
Cannabis, Pharmaceutical, Retail, Beverage and 125+ Years Of CPG Experience
BRIAN CSABA JULIA
ATHAIDE REIDER GOLUBOVSKAYA
28+ years of global executive experience including 35+ years executive experience in the Consumer 18+ years with Procter and Gamble Co. in varying
CFO and Executive Vice President, Human Packaged Goods industry including VP at Cott roles of increased responsibility including a track
Resources and Information Technology of Andrew Corporation and President & CEO of XYIENCE Inc. record of delivering breakthrough results, developing
Peller Limited, a publicly listed Canadian wine Mr. Reider has served on the Board of several high-performance organizations and improving
producer. Mr. Athaide has also held various companies including Food & Beverage conglomerate processes. She was Finance Director of Procter &
positions in finance, including Chief Financial Officer Associated Brands. Gamble’s Target Team North America, a multi-billion-
at a number of international divisions of Procter & US dollar division. She brings extensive experience in
Gamble, a leading consumer products company. He diverse financial fields across various CPG categories
CEO has a Bachelor of Commerce degree, with a major in President Interim CFO and geographies.
finance and marketing from McGill University.
MATT ANNA JOHN
SCHMIDT STEWART WREN
Ms. Stewart brings 13 years of combined private 22+ years at Cott Corporation, most recently as VP
Mr. Schmidt was a Vice President of Investment
Banking at one of Canada’s independent Investment practice and corporate in-house legal experience. Operations. John was responsible for the operation of
Banks, during which time he became a specialist in Most recently, Ms. Stewart was Assistant General seven beverage facilities across North America. Mr.
the Canadian Cannabis sector. Mr. Schmidt holds a Counsel at the Canadian division of Teva Wren was responsible for managing significant a
Master of Business Administration from Wilfrid Pharmaceutical Industries Ltd., the world’s largest manufacturing budget, capital budget and more than
Laurier University (Waterloo, Ontario) and a generic pharmaceutical company. Ms. Stewart has $145 million of raw material purchases. More
Bachelor of Commerce (Honours) from the extensive experience in regulated products
recently, Mr. Wren was with Monaghan Mushrooms
University of Windsor. manufacturing, marketing and distribution,
EVP, Corp. Dev. General Counsel intellectual property licensing and complex merger VP, Operations Ltd., a 270-acre farm operation where his team grew
and packaged fresh mushrooms.
and acquisition activities.
MIKE ANDREW MARIE-JOSSE
GIBBONS POLLOCK LAFRANCE
Mr. Gibbons brings over 25 years of consumer Mr. Pollock brings over 25 years experience in 25+ years experience in the fast paced competitive
packaged goods experience in beverages and food. consumer packaged goods, retail and subscription retail consumer goods and health sectors with Laura
Mr. Gibbons spent over 15 years with Cott businesses. He has worked extensively in the Canada, Holt Renfrew and McKesson Canada. She
Corporation in roles of increasing responsibility, organic food industry and successfully joined Laura Canada at it’s infancy and was an
from Sr. Vice President, Sales to President of the US commercialized a recently legalized category. Most instrumental contributor to the rapid and successful
business unit. Mr. Gibbons has experience in both
recently at Weight Watchers Canada, Ltd., helped growth of it’s business across Canada. At McKesson
branded and private label businesses, and led high-
to drive double-digit growth in a subscription service. Canada, Marie-Josée led the successful integration of
performing teams in geographic expansion, building
VP, Sales distribution and new product introductions. VP, Marketing Also led Marketing at Maple Leaf Foods Inc., VP, HR new retail banners across the board and the
Canada Bread Company and Cott Corporation. deployment of a Shared Services model. She brings
extensive experience in Human Resources, M&A,
and change management.
TSX:TGOD | US:TGODFBoard of Directors 28
Experienced & Proven
JEFFREY MARC IAN
SCOTT BERTRAND WILMS
CHAIRMAN OF THE BOARD DIRECTOR DIRECTOR & DIRECTOR OF COMPLIANCE
& GOVERNMENT AFFAIRS
Mr. Scott is President of Postell Energy Co., a private Mr. Bertrand is a seasoned consumer products executive Mr. Wilms is a member of the Canadian Medical Cannabis
Canadian oil producer in business in western Canada since with three decades of success in brand building, strategic Council. He has 25 years of global business experience
1980. He is the Founder and was Chairman of Gran Tierra licensing, international markets and manufacturing. leading entrepreneurial and corporate ventures. Chairman of
Energy, a South American based E&P Company from 2004 to Previously President & CEO of the Mega Bloks brand, the Calgary Police Commission in 2005 and elected
June of 2015. Mr. Scott is also Chairman of Sulvaris Inc., a which was sold to Mattel in 2014 for over $500 million President of the Canadian Association of Police Boards in
private fertilizer technology company created in February 2012. dollars. Developed strategic license agreements with 2006. Served 10 years with the Canadian Military as an
He has extensive management, financing, mergers & several of the world’s most iconic entertainment franchises Officer LT (N) in the Naval Reserve. Former executive with
acquisitions, and public company experience. Over the past 20 including Disney, Nickelodeon and Marvel. IBM for 14 years, where he led and managed sales and
years he has been involved in a variety of capacities from operational teams across North and South America. Certified
founder to officer and/or director in numerous publicly traded Client Executive from the Harvard Business School and a
companies. graduate of McMaster University.
NICHOLAS CAM
BRIAN KIRTON
ATHAIDE(1) BATTLEY
DIRECTOR DIRECTOR
CEO & DIRECTOR
28+ years of global executive experience including CFO and Mr. Kirton is a professional accountant where he spent Mr. Batley is Chief Corporate Officer at Aurora Cannabis
Executive Vice President, Human Resources and Information thirty-eight years with KPMG LLP; he was elected to Inc. since January 8, 2018. Mr. Battley is responsible for
Technology of Andrew Peller Limited, a publicly listed Partner in 1976. Subsequent to his retirement he has establishing and managing relationships with shareholders,
Canadian wine producer. Mr. Athaide has also held various served on the boards of a total of eight reporting issuers, industry analysts, news media, securities regulators, licensing
positions in finance, including Chief Financial Officer at a in most cases as chair of the audit committee. He is also bodies, governments, other companies and organizations
number of international divisions of Procter & Gamble, a currently Chair of the Board of the Canadian Investor operating in the cannabis sector, and other external
leading consumer products company. He has a Bachelor of Protection Fund. stakeholders. He was an Executive Vice President of Aurora
Commerce degree, with a major in finance and marketing from Cannabis Inc. since November 2016.
McGill University.
(1) To be appointed following resignation of David Doherty.
TSX:TGOD | US:TGODF29
Securities Outstanding Summary (in Millions, except %)* Cash, Options, Warrants, Debt (in Millions) (4)
% Fully Type Amount (#) Amount ($)
Shareholder Securities % Basic
Diluted
Approximate Cash on Hand (4) 261.8
Management and founders (1) 55.0 23.5% 16.8%
Warrants Outstanding
Pre-IPO Shares (2) (5) 106.7 45.6% 32.6% $2.15 21.6
IPO Shares (5) 31.8 13.6% 9.7% $3.00 35.6
Aurora Shares (3) 39.7 17% 12.1% $7.00 17.7
74.9 277
Options Exercised 0.6 0.3 0.2%
Options Outstanding
Total Common Shares (Basic
233.8 100.0% 71.4% $0.50 5.1
June 30, 2018)
Special Warrants - common share 3.9 1.2% $1.15 3.2
Special Warrants - $9.50 warrant 2.0 0.6% $1.65 0.4
Underwriters Special Warrants $3.65 5.1
0.2 0.1%
($6.40) $4.12 0.3
Warrants(5) 55.1 16.7% $6.91 0.1
Aurora Warrants 19.8 6.0% $6.83 0.2
Options 14.4 4.4% 14.4 28.8
Total Common Shares (Fully Debt Nil
329.2 100.0% 100.0%
Diluted) June 30, 2018
Line of Credit 5.0
All founder shares (1) have a contractual 42 month escrow from (1) Founders subject to a contractual 42 month escrow from May 2nd, 2018 (IPO Date) with staged releases on six month
intervals.
IPO date with staged releases every 6 months (2) All financing shares have 6-month hold from May 2nd, 2018
(3) 18-month standstill agreement in place and Rob Anderson has a ROFR on all Aurora shares for 3-years
All private placements are subject to a 6 month hold from IPO date (4) As of June 30, 2018
(5) Excluding Aurora
* Subsequent to June 30, 2018, the following material transactions have occurred, approximately 0.8 M stock options granted,
TGOD has a large shareholder base (5,000 pre IPO shareholders) approximately 0.2 M common shares issued as part of the Epican Transaction, approximately 2.1 M warrants cancelled as part
of the accelerated warrant transaction on July 6, 2018 and potentially 5.0 M shares will be issued as part of the HemPoland
transaction
TSX:TGOD | US:TGODFInvestment Highlights 30
Becoming a Leading Global Organic Cannabis Brand
FULLY-FUNDED CANADIAN FACILITIES CONSTRUCTION UNDERWAY IN CANADA
$350,000,000 RAISED TO DATE
$ 170,000 KGS OF TARGETED ANNUAL PRODUCTION CAPACITY
PROVEN MANAGEMENT TEAM INDUSTRY LEADING CONSTRUCTION + DESIGN
Experience in executive and operational management specific to: Project team includes: Eaton Power, Ledcor Group, and Aurora
consumer packaged goods, beverages, brand building, pharmaceutical, Larssen Projects Inc. (ALPS)
retail, international markets and the cannabis industry
STRATEGIC INVESTOR: AURORA CANNABIS CERTIFIED ORGANIC PRODUCT AND PROCESS
Cornerstone investment from Aurora Cannabis (TSX:ACB) for $78 million Designed to produce high quality organic cannabis grown in living soil
and purchase option for 20% of TGOD’s high-quality, organic product with established organic growing techniques and intellectual property
STRATEGIC BEVERAGE DIVISION LICENSING & INTERNATIONAL EXPANSION
Targeting international growth initially through Jamaica and EuropeTGOD has
TGOD is developing a 40,000 sq. ft. state-of-the-art R&D centre
secured exclusive licensing deals in Canada and select international markets
for novel and proprietary cannabinoid infused beverages,
with best in class brands that have proven products, strong revenue growth,
advanced product development and pilot manufacturing
and intellectual property.
TGOD is 100% Committed to Organic Cannabis
TSX:TGOD | US:TGODF31
Contact Us
Mailing Address
301 - 6205 Airport Road
Building A
Mississauga, ON, L4V 1E3
Toronto Stock Exchange
Symbol: TSX: TGOD, US:TGODF
TSX:TGOD | US:TGODFAPPENDIX
TGOD Acquisitions Corp. 33
TGOD Plans to Spinout TGOD Acquisition Corporation
TGOD Acquisitions Corp.
Shareholder Benefits
Met
TGOD plans to spinout to Canadian shareholders with the right Numerous
to purchase 0.15 Units of TGOD Acquisitions Corp. for every 1 companies • Opportunity to invest at the same level as
share owned of TGOD management
• TGOD has met with numerous emerging cannabis companies from
• Access years of intrinsic value developed by TGOD
around the globe and now wishes to monetize opportunities that are management
non-core to TGOD for the benefit of TGOD shareholders • Minimal cost to TGOD
• TGOD Acq. plans to complete a number of staged financings to enable • Clean pre-money capital structure with 100 shares
Unlocking
it to target new opportunities significant IP
outstanding
• TGOD Acq. proposed to be capitalized with an estimated $27 million
by Q4, 2018 • No founder or zero cost base shares issued
First Financing: Begin with the acquisition of a vertically integrated cannabis
$ $0.50 share + $1.25 half warrant company, build value through synergistic M&A, and target an
IPO in the near future
The only way to access TGOD Acquisitions now, is to own
shares in TGOD by the Anticipated Record Date: Mid
November or to participate in TGOD Acquisitions’
proposed private placement
TSX:TGOD | US:TGODFYou can also read
