Supreme Cannabis Company Inc. (The) T.FIRE

investor relations

[vulcan123456789]

first of all.. I wrote to investor relations regarding lack of news releases and investor concerns.. I know a number of shorts here would pick things apart.. so I'm not going into too much detail.. all regulatory material news releases are or will be made.. smaller milestones are released in their news letters and other various means. ie website. they are aware of share price and concerns.. they remain under beena lazer focused in advancing the company and their products.. fluf news releases are not seen as benefitial to the shareholders.. they believe its progress in numbers that's vital to create excitment and show the market who we are.. they remain focused on beenas objectives and working on the sales numbers.. I will say the response was very well written.. I feel myself more assured and more confident then when I first started investing here.. I sleep well knowing we are in good hands and our team is focused.. I have no issues in investing further in supreme and I will be buying more shares.. accumulating while these prices are a steel.. I would suggest anyone with concerns just reach out and have your questions answered. also sign up for the newsletter.. I feel great things to come and great progress with each passing quarter.. I hope this helps investors confidence and I will not respond to shorts comments.. these are my feelings in response to my expressed concerns to ir. i suggest do your own due diligence and make up your own minds. jmho cheers

[brentkosta]

This post has been removed in accordance with Community Policy

[RealistGhost21]

He did not post any email because IR did not send an email in the first place. Also about Vulcan or OptGreen bulsh@#* . Vulcan or if you prefer OptGreen is Nav Dhaliwal IMO    hehehhehe

[Southybird]

I can comfirm that my discussions with IR align with what Vulc is saying. The proof will be in this quarters numbers either way you want to spin it...

[johnale]

Now that expenses have been trimmed significantly - its all about sales for sure.  A few complained that the truverra sale wasn't announced - and Hexo had a release and was up 7%..... but the next day hexo was back under a dollar.  Market doesn't care - need to see revenues and profitability at this point.  When they are ready - Im sure we'll get a corporate update

[Method]

since you guys seem to have better luck getting answers from management. What's the target inventory turnover? There may be some cash to be squeezed out or we may not need to invest as much in inventory as we grow revenues.

[OptGreen]

This is very good joh, they need to keep their eye on the ball but I am very interseted in the degree of completeness that all your efforts produce....I am hoping to see they are very close, for the reward for your efforts for sure but more so for the clarity that is made available in as close to real time as possible. Just with the dating you provide today it is clear the product is moving and we

[maritimedreamer]

Btw picked up another jack and the lot# is the same but was packaged may 2.  

[johnale]

Thanks maritime -  if anyone else has pack dates and purchase would be welcome. especially first few weeks of q1 as it's a great comparison.  oils too - 

[Method]

More dates. Just delievered an hour ago. PAX ERA Indica - 4/2/20 PAX ERA Sativa - 3/28/20 Jack Haze pre-roll - 5/1/20 Jean Guy pre-roll - 6/12/20

[nearnorth101]

Method, do you order through OCS? The PAX pods are older I wonder what the hold up was in getting them out, it certainly wasn't supply. Nice to see the Jean Guy pre roll date June 12th

[Method]

Yeah. OCS. It's true the PAX pods are older so they might carry over from Q3 inventory into Q4 inventory but not Q4 sales depending on when they were shipped to OCS.  All that being said, flower is where most of the sales are but hopefully the pre-rolls and PAX pods have higher margins and we start seeing that come through in overall operating margins. 

[nearnorth101]

I agree there flower is where most of the sales are but like you say there are higher margins in Pax pods and pre-rolls. I still wonder what took so long for OCS to list Supreme's Pax pods it wasn't because of lack of inventory, I wonder if it was OCS holding back the product

[BCmountainman]

G I wonder if someone is getting paid to do this da pretty simple question to answer their for sure

[theTransporter]

  Did you finish high school?

[nearnorth101]

I don't think he finished public school

[johnale]

Thx Man!  by the way - I did ask IR a week or so ago about their inventory turnover and basically if rec sell through justified continued increase in production. I didn't get any info.  the market is still developing and expanding rapidly in Ontario - and they were so 'under-distributed' across Canada that there is a huge demand gap. I think we'll understand more about

[Method]

The CFO is terrible at communication (from my experience) so it's not surprising he doesn't want to help investors figure out capital needs. If inventory keeps building, they will need more cash to finance it. Hopefully sales rise so much, you equity guys will be willing to finance it. 

[johnale]

Do you think there is a significant overall cost to harvesting 15mil flower vs 25mil flower?  because I don't - I think it's immaterial/minimal.  In which case your per gram cost of production drops significantly - which allows you to lower prices (if necessary) and maintain margins - but sell more (compete even more). plus be able to pivot strongly as the demand increases

[OptGreen]

Good to hear vulc, for you and IR for giving you the info you needed to get a reasonable level of comfort in your investment, what is going on now and going forward, Madelin/team are very good, on top of things and won't be wasting anyone's time with 'sugar high' fluff. You get the same from Beena, she has basically introduced herself, told everybody what she sees and what she is

[nearnorth101]

I agree , going full tilt they will easily do 40M-50M a quarter maybe even more then that

[JiffBeasauce]

40-50 million would be doable expecially after they get to a profitable point they will be able to exparament with some new things. In alberta where I live the jake haze prerolls always sell out a few days before stockup. They are priced the same as sensi star pre rolls. sensi bud is alot cheaper then jack haze. feels like they could still fine tune some pricing.  The few people that make 5

[nearnorth101]

once they get all the current products listed and things running soothly it would be nice to see them get in to some edibles

[OptGreen]

Agreed nn, cannabis has been a proven product for centuries and it is just now going mainstream commercial on a global basis and the opportunities are endless. Not only the FIREmenu improving/ changing with the likes of KK that should be shelved in the not to distant future but the state of the art 7acres facility appears to have been 'right sized' from the jump, add other assets added