Jewett-Cameron Trading Company (JCTC) Investor presentation summary

Company overview and product portfolio

• Operates in fence products, pet products, sustainable goods, and industrial wood, with fence products accounting for 73% of FY 2024 revenue.

• Key brands include Adjust-A-Gate, Fit-Right, Lifetime Steel Post, EuroFence, Perimeter Patrol, and Lucky Dog.

• Sustainable product line MyEcoWorld offers compostable and recycled bags, with exclusive North American rights.

• Greenwood subsidiary focuses on noise and vibration reduction panels for transportation and industrial uses.

• Seed processing business closed in 2023; facility now held for sale.

Financial performance and position

• FY 2024 revenue was $47.1 million, with $0.21 EPS and $23.7 million in stockholders' equity as of February 2025.

• Gross margins have ranged from 17.7% to 27.8% over the past five years.

• Inventory reduced by 28% from peak, and all bank indebtedness eliminated.

• Book value per share is $6.73, with shares trading at a 45% discount to book value as of April 2025.

Strategic transformation and growth initiatives

• Under new leadership since 2019, focus is on driving profitability, margin improvement, and operational efficiency.

• Growth drivers include in-store displayer expansion, MyEcoWorld distribution, B2B engagement, and Greenwood sales.

• Five new or enhanced products set to launch in the next 12 months.

• Asset monetization includes planned sale of an 11.6-acre Oregon facility listed at $9 million.