BellRock Brands Inc DXBRF

RE:RE:RE:More distribution

[Gregoriou]

i actually meant to say that medmen has real problems. im not sure i want our products in a store that has the kind of problems they have.

right now, dixie has quite a few plusses and minuses:

on the negative side:
-trades on bad exchange so volume and institutional buying is nil.
-has their name and logo on a product called dixie botanicals that they dont own (was given to medicalmj inc as part of a settlement 3 years ago.
-is subject to the ongoing evolution of edibles laws and branding that is just now being sorted out. dried flower and tinctures appear to be ok, but edibles still have a lot of color, packaging and form factor laws that are being worked out.
-has yet to partner with any "big name" company like planet13, curaleaf etc.
-needs to show earnings of 4 million or higher for a quarter to truly take off. right now their last earnigns was something like 2.4 million. 
- does not appear to have "fast onset" technology in their beverages. i need to know if they have this or are working on this.
- has not appeared to have filed earnings in a timely fashion. last earnings was early december!

on the plusses:
- arguably the biggest and best pure multistate play on edibles
- consistently wins awards and positive reviews for their products
- has a balm that is very well received in the medical community. (nice moat for innovation)
- is in 400 plus stores and growing
- has stated plans to be in at least 3 more states this year alone
- has some of the best graphic design and branding in the industry.
- has international plays in south america and now talking about europe and canada soon.
- has acreage and auxly directors on the their board
- is doing 10-15 million a year in revenues already, despite only carrying a tiny 100 mil market cap. this means we are at just 5 or 6 times forward estimates, which is basically an industry leading value.
- has earnings coming out any day that should serve as catalyst