Post by
Bever73 on Jan 16, 2018 7:14pm
The mystery that is "FIRE"
No investor presentation, no investor deck, no real guidance on revenue and profitability moving forward.... so they are quadroupling production to "over 5k kg's" for this year ...
2018 5,500 kg's revenue will be ? (Insert here) Any "reasonable" estimates on what this company can expect to receive for it's product?
what about
2019 (late 2019) 50,000 kg's same question ...... revenue & gross margins
2020 60,000 kg's same question ....... revenue & gross margins....
I like the niche this company is going with as they should always be able to find a buyer for a decent price by producing high quality bud, I DO NOT like the mystery of this company's IR & MD &A statements......
IF they can ramp up using current cash flow (est 5,500 x $4 = 22M ) and avoid dilution to get to 50,000 kg scale then (50,000 x $4 = 200M *how much of this stays in the coffers*???? the critical question* ...if they can maintain 50M or 25% AND , keep their niche and maintain $4 ...then this should be trading at 5% ROI for a growing co... thats 1B + 150 assets = 1.150M /220 shares
= $5.25 share (should present itself somewhere in 2019 when all aspects are demonstrated)
Thats a 100% return in 12-18 months.....
If anyone has bullish or bearish insights on the numbers would love to hear them ,cheers
Comment by
Finnishflash101 on Jan 16, 2018 7:38pm
Bever...are u the Fittertrader who has recently disappeared? I would more lean towards 10+ dollar shareprice myself. Not pumping. Sorry.
Comment by
Bever73 on Jan 16, 2018 8:16pm
No . really not interested in meaningless conversation...... Looking for narrative , evidence, arguments..... Anyone can say up / down / triple - crash.... They only thing that ultimately matters is profits and growth prospects.... Give me an estimate on what wholesale priced and margins going forward (realistic ones )
Comment by
Fowlerprowler on Jan 16, 2018 7:42pm
The main issue is sales. Everyone knows they can't keep producing just to fill a vault, but progress on the retailing is difficult because the provincial regulations for recreational sales aren't even complete. Companies with medical outlets are generating more cash and borrowing less to complete their facilities...a problem for Supreme that reflects in their stock price.
Comment by
Bever73 on Jan 16, 2018 8:45pm
Industry supply levels are debateable.... Got any hard numbers to add ???
Comment by
Finnishflash101 on Jan 16, 2018 9:15pm
I follow the discussion around the MJ subject daily. I find the CEO interviews on Midas letter really interesting. I recommend listening in Auroras CEO Terry Booth interview. P.s when he says they cant keep the shelves stocked up. That should give you warm and fuzzy feeling as Supremes shareholder...
Comment by
skywalkerOG on Jan 16, 2018 9:01pm
https://s22.q4cdn.com/498896478/files/doc_financials/2018/Q1/GetFile.do-28.pdf there are their finacials.
Comment by
Bever73 on Jan 16, 2018 10:39pm
You will have to excuse me skywalker....not so good at disecting these corporate reports. I see 1.6M in revenue.... I'm under the impression they sold 1.5k kg's ?? is that $1 / gram ??
Comment by
maritimedreamer on Jan 17, 2018 9:14am
from my memory I do not believe we were provided a KG figure to be able to extrapolate cost per gram etc. My biggest hope is larger revenues this quarter from the last. Any sort of growth in revenues will be fantastic for Supreme since we are at roughly 10% production capacity as we speak.
Comment by
jfogarty12 on Jan 17, 2018 10:29am
SOMEONE stated end of Feb for oct nov and december sales figures
Comment by
Tomharley on Jan 17, 2018 11:30am
Ask Transponder! He will pump you some bull.shi.t figures!
Comment by
Bever73 on Jan 17, 2018 11:13pm
Interesting that nobody can contribute any projections of value.......just a board of pumpers ??
Comment by
riskreward1111 on Jan 18, 2018 2:53pm
Hardly....why project when we don't have costs, selling prices, volume, partnerships etc...At this point the question would only have a speculative answer at best.
Comment by
skywalkerOG on Jan 18, 2018 5:10pm
https://s22.q4cdn.com/498896478/files/doc_financials/2018/Q1/GetFile.do-28.pdf