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Supreme Cannabis Company Inc. (The) T.FIRE

The Supreme Cannabis Co Inc is a Canada-based company engaged in the production and sale of medical and recreational cannabis. Its portfolio includes products that address recreational, medical, and wellness consumers. Its brands include BlissCo, Truverra, 7ACRES, Sugarleaf, and Hiway.


TSX:FIRE - Post by User

Post by theTransporteron Sep 24, 2020 5:37pm
242 Views
Post# 31617643

Profitability is near

Profitability is nearWhile revenues were lackluster which is something that was expected by most as well as in line with analysts predictions, the reduction in costs were significant.

Their pure operating cost is now down to $12.5M per quarter.  They only spent $1.1M on capital expenditure in Q4 and don't plan to spend any more going forward unless it's an investment to increase efficiency.  That operating cost also does not include the recent reduction in interest payments as a result of the debenture re-financing which occured in Q1.

With a gross margin of 41%, they need to sell $30M of product per quarter to break even.  

Hard to predict when that will occur which is why Q1 isnight will be extremely important but it's feasible within F2021.

Basically they now have their house in order and it's just a matter of growing revenues which is underway as per this release.

Key to growing Supreme Cannabis' presence across Canada is the Company's sales agency agreement with Humble & Fume Inc. ("humble+fume"). Through this partnership, humble+fume is deploying a team of sales professionals that will drive distribution, brand advocacy and budtender education for all Supreme Cannabis brands at the store level. Since tracking commenced in April 2020, until the end of July, humble+fume has created 1,290 new listings for Supreme Cannabis products. In the fourth quarter, 242 new stores started carrying the Company's products with an additional 54 stores added in July and August.



Let's see what Beena has to say tomorrow morning.  ACB provided some guidance to Q1, let's see if she does the same.
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