BellRock Brands Inc DXBRF

RE:Anyone reviewing the OH CL deal

[Benedictus]

really appreciate the contributions on the board - definitely one the better boards I've come across on SH.

I have sold out of my oh position and applied proceeds into dixi. the more dd i've done the more I kept shaking my head wondering just how this can be trading so low.  dixi has lots of years of knowledge and brand building under its belt, a powerful well established award winning brand (top prize beverage in cali, the most sophisticated mkt in mj), sharp ceo who understands exactly where the white meat opportunities are in this burgeoning sector and making extremely savvy joint ventures expanding their footprint in a big way and now dragging and dropping the unique ip into new states. this feels like one of the best kept secrets in the space at current mkt cap (feels the same as when i was buying oh in the 4's - a gift!). hopefully no buyout occurs until this company is much more appropriately valued.

quick comparison: oh had projected to do 100M cad (75M us) revs this year. dixi is projecting 65 - 75M us revs this year and trades at a mkt cap around 1/7th the size of the oh buyout. comparison is not exact since oh has a vast distribution network in cali and has the vape store footprint in canada but in most respects the comparisons line up as this is all about house of brand expansion and recognizable skus on lots and lots of shelves. Long story short, dixi is trading at a forward psr around 2 -3 on projected revs. so, dixi is now one of my largest positions.

thanks for stopping by the oh board VenMan, I would not have found this little gem any other way and despite its drawbacks, that's what I truly appreciate about SH! a forum with a few very bright people willing to share their insights and ideas! 

all imo