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Inner Spirit Holdings Ltd. INSHF

Inner Spirit Holdings Ltd. has established a growing network of recreational cannabis stores across Canada under its Spiritleaf brand. The Spiritleaf network includes franchised and corporate-owned stores. The company aims to be the most knowledgeable and trusted source of recreational cannabis by offering a premium consumer experience and quality curated cannabis products.


GREY:INSHF - Post by User

Comment by BUYING4MEon Feb 02, 2019 10:49am
112 Views
Post# 29309795

RE:RE:RE:RE:RE:RE:Good things to come

RE:RE:RE:RE:RE:RE:Good things to comelet's break down the HIP deal;

HIP gives ISH 1,125m in Cash and 1,125m in common shares at a value of $0.90 cents a share.  ISH also has the option to purchase additional shares of HIP via warrants at a value of $0.99 cents a share.  

Today, these shares have lost 39% of their worth, and the 1,125m in common shares are now worth approximately $686,250 at the current SP of $0.55 cents

In return, ISH gave HIP 15,000,000 shares of ISH valued at $0.15 cents a unit, and each unit will come with 1/2 warrant to purchase additional shares of ISH at $0.30 cents.  So 15m shares at .15 cents and option to purchase 7.5m shares at $0.30 cents.

So, 15m shares at today's current price of .22 cents a share = 3.3m dollars

So we traded 3.3m dollars worth of ISH stock for 1.8m in cash and HIP stock for a net loss of 1.5m dollars.  In exchange, all of ISH franchisee's must now promote HIP and offer experience HUBS inside their stores.  They don't get any discounts from HIP, they don't get better wholesale rate than any companies that currently don't have deals with HIP.  They get nothing in return going forward for promoting the HIP brand.  We don't even know if the HIP brand is a good one yet, or one that will sell, but we have to promote it.  

Sounds like the deal of the century 

IndieInvester wrote: Good questions from both people. 

Spiritleaf sells ALL the same products that the other stores sell. But they have several LP partners which they also sell and receive support from. The best example of this is the large Gord Downie mural hung in the Spiritleaf lounges. A key painting tying Spiritleaf to the band, which is an icon of importance both to Canadian and cannabis users. 

The same benefit from other LP partners is yet to be realized. But ultimately this is increased possibilities for store support, brand support etc. 

One of the LPs is the key producer of Spiritleafa in-house brands which are to launch in coming years when laws are suitable. 

One of the key key things to know is this is the beginning of an entirely new industry. Legislation and regulations will change. They historically always change to allow more opportunities, not less. Strategic partnerships now equal long term potential. 

6% royalties. If you run a retail store you have a vast amount of costs before you get net profit. In some poor performing retails you may only get 6% at the end. In Spiritleafs case they get 6% off the top of ALL sales. Regardless of profitability. Franchising is the safest investment of this type. However there are great profits to be made. Which is why spiritleaf is pursuing more Corporate locations. In this industry and time of market, 

franchising also has better market sell through traditionally because of store owners working in store and being on site growing their business. Something that is drastically underestimated in value. This is in comparison to almost all the competition, whine everyone in the store is an employee, hired by an employee, manager by a district manager employee etc. This will have an impact on long term growth in my opinion. 

However, while I believe whole heartedly in this company being successful. It’s not Apple or Samsung. This is more like early days Dominos or Starbucks. 


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