Newstrike Brands Ltd NWKRF

Positivity

[321Blastoff]

I really want to be positive about this stock. I have money in it ! My problem is not the simple math that JJ seems to feel is so exciting. The problem is what it is hitched to.

What can a company expect to earn from selling 28,000 kilos of MJ per year and what does that make the company worth. This is the bottome line. No amount of number juggling will change this fact. So ask yourself what you feel is a realistic share price for this company.

I have my own answer and this is why I think Newstrike needs to walk before it can run.

[JJECYYZ]

No we are on a different subject. Your questions before were what happends to warrants, etc etc....

[321Blastoff]

Same difference it is all relative. The bottom line is still the bottom line no matter how you dress it up. There is a ceiling and we need to be realistic about how that ceiling impacts decisions being made about our investments.

[smorgasbord]

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[smorgasbord]

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[321Blastoff]

No I definitely don't have an answer for everything. Anyone who feels they do is quite likely ignorant and foolish. However I am willing to respond when I am specifically asked. Personally I feel as though I am asking certain questions (like realistic company valuations) which some people (possibly yourself ?) are not interested in addressing head on. It is obviously more appealing to hear

[321Blastoff]

I would say that apprehension and fear is what most of us probaly have regardless of the company we are investors of in this sector. Would you prefer that I just bathe you in sunshine commentary ? Show me what you have got to offer. What is your valuation of this company at present. Also please let me know how you have come up with this evaluation. I would be very interested in your opinion.

[silkroad007]

Here you go. 100M in bank.  If warrants get exercised another 120M cash = 220MM 2 facilities with over 25,000 KG of production capacity annually conservative $4.00 per gram x 25,000kg = 100MM annual revenue whats the profit margin on that 50%? therefore leaving 50MM EBITA  Industry multiple is what 16X? 50MM x 16 = 800MM Market valuation conservatively thats about a $2.00 SP not

[smorgasbord]

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[smorgasbord]

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[321Blastoff]

Hey there. Thanks for sharing your feelings. I am looking for answers though. BTW I shat long ago and your reccomendation of getting of the "pot "is hardly promoting our business model ! Best wishes.

[JJECYYZ]

Amen!

[OSKARtheRED]

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[Dmitriy]

Oops, someone will get fired for exposing it:) Should be presented on 22nd on AGM.

[Dmitriy]

***Ignore this message...***

[Charles86]

what I am mostly looking forward is if they announce agreements with SAQ and/or lcbo. I know that thcx got a large chunk of SAQ.  it would be good to get on the action as qc is going to be a good market.

[Bdiggins]

Saq isn’t going to happen , hip isn’t even on their vendor list ...  it doesn’t matter they will sell every gram they produce .... still likely to get taken out , too bad their not buying the land their building on at the new facilities. i understand the new enterprise write  off scene . so I guess it makes sense !  Take me out still most likely scenario just need to progress the

[VeritasVern]

Silk your math is incorrect and you fail to understand the warrants exercise. Currently there are about 484 million shares outstanding. The warrants wont get exercised until the share price is beyond $1.72. (good luck with that). Even if we assume they get exercised, add about 62 million shares, 4.75 million shares for exectutive copensation, 2.1 million shares for Jason Redman, 1.0 million shares

[silkroad007]

Math was quick of the top of my head - but methodology I think is fairly accurate. yes the warrants are an IF and that woudl add to the already 100MM raised.  No im assuming those 70MM or so warrants are already in the diluted share count. Anyway, sure marketing, burn rate etc was a guess hence the profit margin I said was 50%?.  Regardless even if all worst case scenario and you say 1

[SlipperySmitty]

How much are they going to make selling oils?