Inner Spirit Holdings Ltd. INSHF

RE:RE:RE:RE:FAF annuals

[Toweringmars]

mtd121215 wrote: I think the time horizon for regulatory change is much shorter. The current regulations are not maximizing the tax dollars that the government will be lookign for during/after this pandemic. Especially as the U.S. is in an election year where if the dems win we will see a real push for cannabsi legalization at a federal level. This would inevitably change the regulatory environment of the industry as a whole.

I do agree that M/A will happen at pennies on the dollar but much of the consolidation may not occur within the industry but larger outside companies such as, Constellation, Imperial Brands, Altria Group, Molson and other large players pick what they want for their cannabis business models.

I belive at this point in the game, the only way these stocks get any bid is when they become earnings positive, and have the cash flow to expand. At this point all expansion is being created through debt and dilution. 

When you look at a company liek META, the big question that stands out to me, if I want to be a long term holder, is will they have to raise more money thorugh share issuance to keep expanding? The answer at this time is YES.  I wouldn't be surpised that if this stock jumps to $.20-$.30 that we see another raise for their expansion. 

You and Cudjo bring up good points on the regulatory side for the US. It is true, they will want to get as much of that tax money as possible. So I stand corrected.

Now, the tough question will be, can ISH compete in a market owned by the likes of Trulieve and Curaleaf who already own the entire supply chain? Its possible they can get franchisee's to adopt the brand and open, I do think theres enough to go around given the US market dwarfs the Canadian market, but we'll need some major financial backers to make a hard push down stateside.