Chalice Brands Ltd CHALF

Veridian Report - Investor Presentation section

[jutah70]

This is what I have been waiting for.  Indeed a good deal of the info we are aware of.  But take the time to read the full report.  It is comprehensive.  And exactly what you want available to sell this story.  Makes me want to own more.  After reading the report you likely won't get rilled up by bashers who come on here to rattle cages.  Remember, there are a lot of people who don't know the name or know it well enough.  This report sums it all up.

If you took out the word marijuana and subbed in any other industry or product name you would not know that the report was about an MJ company.  When people see the type of organizational structure as presented on p.19 you will see how this company is setting itself up as best of breed, and not just some pot company.  Even if you don't like him, advisors will be selling Don's name and experience.  Remember, they are calling adults between 30-60 years old and they will all know and be familiar with places he has worked.  Thus increasing the trust factor.

I am sure there will be a few naysayers and punters that will focus on singular issues.  If you take a look at the bigger picture you won't have a problem with what they are focused on.  So they won't be cash flow positive until XX date.  It takes money to grow a company.  But some will come on and present their doomsday scenario.  To each their own.  I'll gladly take your shares off your hands until they become cash flow positive.  Then we can take about getting you back your shares.

A few take-aways I had from reading the report were:

- Branding.  It's hard to see the value in the strategy now.  You will realize it when a pharma, tobacco, or alcohol company take a run at them.  If you need help understanding, research Goodwill, and ask yourself how much more Coca-Cola, Nike, or any other recognizable brand is worth than it's intrinsic value because of it's brand recognition.  The same CONCEPT will apply (just not to the same degree).  Consumers are all about brand these days.  Especially for those who are getting into buying their own, the easy and convenience of a brand is what they are looking for.

- The current size of the MJ industry is estimated at about 4-5 billion.  Projections show the industry could grow to over 10 billion by 2018.  Right now in Oregon GLH has about 20-30% market share.   In Washington the market share is about 20%.  Even if their market share stay flat (in both states), that will still show tremendous growth as the industry doubles.  There is a page that shows the high, low, and medium industry forecast.  Either category's figures are impressive.

- Agreement with Dixie states that they will explore future opportunities in other states for collective portfolio of products.  Don't know if Dixie already has agreements in states GLH wants to grow into, but we are well positioned.

- Take a look at the map of states on p.40.  If GLH is able to make their way around and up to Colorado (or maybe even Montana) they will have achieved the Golden Horseshoe (trademark, lol).  Screw you Idaho!!!!!

- Market saturation rates by states - surprised to see a place like California at only 28%.  Washington is still quite low.  So a lot of room for growth.

This report is important to have out a few weeks ahead of a pending US listing.  This is what you want in the hands of money managers and advisors.  As mentioned, they will be selling the story, and this company looks corporate.  As much as they took a beating for being late filing financials, they are looking far more professional now.  Just my opinion.  You are entitled.  

Make of the report what you will.