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Bullboard - Stock Discussion Forum 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 Discussion

Inner Spirit Holdings Ltd. > Everyone is talking store count... like it matters
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Post by mtd121215 on Jun 04, 2020 9:16am

Everyone is talking store count... like it matters

The Retail Cannabis Space...

a) A cap on store count (75) = limited growth 
b) Black market participants have no detterennts and make up over half of household expenditures
c) So many retail stores, like alberta, leads to loss of market share
d) Big competitors in the private sector
e) Price can't compete with black market prices because of the excise tax
f) Companies will need to raise a pile of money to continue expansion of stores while the company makes no money

So what are you buying when you buy a cannabis retailer?

You are buying X number of licenses. Larger companies are stock piling pot licenses for retail and production. 

Aurora just divested Alcanna investment for $27.5M. Not a priority it seems.

Spirirtleaf has one advantage with a franchise model, but a company like Fire and Flower or One platn can franchsie just as easily.

I would also like to add that this ocmpany is in bed with Chuck. The street is against Chuck and investors will feel it when this ocmpany catches no bid and the "godfather of weed scam" is done.

Watch for big players to dominate the cannabis space like big tobacco and liquor.
Comment by RoboticSlave on Jun 04, 2020 3:12pm
A) cap on store count means limited competition and inner spirit already has a big chunk B) mass production from legal growers leads to competitive pricing like Emerald Health look up their cost per gram C) more people will go to legal venues as it's safer and more people start using which won't be using a known dealer We will see but they're doing very well to expand the brand and ...more  
Comment by toohip on Jun 04, 2020 3:47pm
Tooooo Daaaaa mooooooooon
Comment by mtd121215 on Jun 05, 2020 8:38am
A) The cap doesn't create less competition because there could be hundreds of companies trying to reach 75 stores. The cap limits a companies ability to get ahead of another company by store count which make the entire sector un-competitive. B) The cost per gram is the cash cost, not the All In Production cost. Don't be misinformed or worse fooled. When the consumer goes to the store they ...more  
Comment by Jessa7 on Jun 05, 2020 9:05am
This post has been removed in accordance with Community Policy
Comment by mtd121215 on Jun 08, 2020 8:47am
If I was long FAF I would disclose it. So you are just posting random claims to back up your failing investment. You have been pumping here since the begining and this stock has only gone down. Your creditability is in the gutter.  Since we are labelling people on here as elusive or a specific species of investor,  would like to point out that your kind is oblivious. You are the ...more  
Comment by Jessa7 on Jun 08, 2020 12:43pm
This post has been removed in accordance with Community Policy
Comment by toohip on Jun 08, 2020 12:56pm
I think he likes u jessa
Comment by Jessa7 on Jun 05, 2020 9:06am
This post has been removed in accordance with Community Policy
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