Supreme Cannabis Company Inc. (The) T.FIRE

Garden Tour

[nearnorth101]

https://www.youtube.com/watch?v=7Gdz67Yw484

[johnale]

Nice -  need to see the replay of Handa's talk.  Anyone have some coles notes?  Also - Pax era cartridges are on the New brunswick website live. indica and sativa.  Hopefully we get the full roll out across the country - through Q4.  I believe aphria had about 6mil rev from their initial rollout.  Vapes were a big part of supremes guidance/projected revenues.&

[nearnorth101]

The presentation will be arcived for future viewing

[nearnorth101]

flower will be the biggest % of sales , I think he said 34% , I think vapes were around 18%

[maritimedreamer]

yes dried flower still largest market..... (the presentation was cutting out at the beginning for me)

[nearnorth101]

It's going to be exciting to see Beena push Supreme to the next level

[maritimedreamer]

here is what i got: 1)Basically went over all the different brands and dif market segments they are able to cater too. 2)They focused alot on H&F partnership... very beneficial shared cost structure. Seeing impacts. 3)Discussed on their liquidity positon... putting in ATM, cash on hand etc... in a good position for any cap ex in future. No large cap ex in near future and anything they

[nearnorth101]

yes he really went on a lot about the H & F partnership , sounds like that will be a big part of pushing their sales to great heights

[maritimedreamer]

FYI from my chat with IR last week, they mentioned the H&F impact will mostly be felt Q4 rather Q3. In Q3 they were completing their market analysis and starting to get out there. COVID did damper that as they cannot visit the stores phsyically. What IR did mention to me was that bc H&F also sells auxiliry products they are in CONSTANT communication with the stores for all the products

[nearnorth101]

yes FIRE IO sounded like a great teaching tool for sales people to know and understand about Supremes products

[johnale]

Thanks guys - much appreciated.  Im sure we'll get a full recap with financials as well.  I think the main point they have to hammer out to the investment community is that the ship is pointing in the right direction, and supreme will be one of the few winners in the sector.  If that's what comes across with financials - then I hope we see a steady recovery. 

[nearnorth101]

https://wsw.com/webcast/canaccord39/sprwf/?mc_cid=1d6550d344&mc_eid=e0d19a2531

[johnale]

I believe the questions came from the analyst Matt Bottomly from canacorred - covers supreme.  we should get some good reports after the quarterly - maybe some more buy ratings with upgraded price targets which should bode well.  Seems we have been pretty zeroed in on cost containment and efficiencies. Right sized operations and mentioned several times that construction was

[Vulcan]

got another order filled today.. still have one more order waiting to get filled.. two more days of trading before report.. friday will be interesting for sure.. cheers

[OptGreen]

Much appreciated md, haven't seen any tape yet...sounds like everything is pretty much as it should be and on the plus side. Wouldn't be surprised to see the report on the positive side as well, that said there has been a lot done and changed over the last 6mos, so even a solid showing on the low side is still a big gain. Even $10mil just means a that much better current quarter...maybe

[nearnorth101]

They have/will have products that cover 84% of consumer demand, the only segments they won't have products to supply are edibles (15% of market)  and beveages (1%) They are fully funded with their cash position, ATM and BMO line Very little Cap ex needed in the near future just some minor equipment to improve production efficencies