In a mining boom, sell shovels.

	Supply Chain	Growing	Retail	Medical
Description	The supply of industry equipment & services	Growing biomass for medical or retail use	Sale of cannabis direct to customers	Research into medical properties of cannabis
Industry Growth Exposure	High	High	High	High
Commodity Price Risk	Moderate	High	High	High
Regulatory Risk	Moderate	High	High	High
Barriers to Entry	High	Low	Moderate	High

In a mining boom, sell shovels.

Why now?

Fragmented marketplace

The cannabis payment marketplace has evolved with many small players.

Competitor disruptions

Elavon, an industry leader processing US$100m+ per month had to pull out of the market in April-19 due to compliance issues. This has created a significant opportunity for SDZ.

Targeting a single, achievable and lucrative pain point

Cannabis companies are willing to invest time and money into improving their payment services. With industry margins falling in 2018, every 1% saved has a material impact.

SDZ infrastructure is suitable for all controlled substances

Cannabis companies have the greatest need, but pharmaceuticals are a natural progression. Proof of concept and market scale will lead to new industry applications.