Bedrocan Cannabis Corp. V.BED

An ANALYSIS of BEDROCAN /METTRUM/TWEED

[Carrieon]

After doing a thorough analysis and speaking to some MMJ patients here is a comparative analysis:

Mettrum reported sales of $806,412 in Q3 and year to date sales of $1.5 million, FAR exceeding Tweed's revenue.Mettrum has the largest number of clients at 2100," which effectively means they are the largest supplier in the Ontario region. It appears they’ve got about a third of the market, based on the latest industry stats."

https://www.midasletter.com/midas-letter-financial-radio-podcast/jacob-securities-co-head-research-khurram-malik-canadas-publicly-traded-medical-marijuana-companies/

They have consistently the most product for sale. (3 strains to Tweed's 1 strain this week and only 2 from OGI ) (Mettrum's total of 15 strains compare to Bedrocan's total of 5 strains) and they have more strains with higher CBD and low THC which is much in demand for patients suffering from pain from arthritis, neuropathic pain,etc. (Strains up to 16%CBD compared to Bed's 9%)

Their license was recently renewed and They are Fully operational with production at 650 kg/yr. at their facility in Bowmanville,ON
AND Mettrum has 2 facilities already built pending final inspection in Q4 2014 with total of 12,000 kg/yr of production capacity.

All this AND The Company’s balance sheet remained robust at quarter-end with cash and cash equivalents totaling $27.8 million.

Looking ahead to Q4 if Mettrum continues at this rate they will leave the rest way behind.

All info on Mettrum,Tweed and Bedrocan's website and news reports.

Do your DD and invest wisely!

[BuenaSuertaAtod]

Mettrum has had to suspend registering new customers due to supply constraints - at a very respectable 2100ish. Presumably, MMPR approval of either of the new facilities will correct that situation in due course. But it takes time to grow a crop even after approval is granted, and that delay will benefit competitors who are not supply constrained.

[Carrieon]

The key point is at this time there are still not a lot of patients in the pool and Mettrum has the lion's share(2/3). Patients are limited due to the canadian medical associations reclutance to hand out prescriptions to something they are unsure of. Mettrum new facility’s going to be able to do about 6,000 kilograms, and it only takes a couple months to grow . Mettrum is meeting its customers

[BuenaSuertaAtod]

You said do your DD. So I'm just pointing out that as BED and MT are both serious pharmaceutical companies, and MT is currently supply constrained & not registering new customers, BED should be adding to their 1500 or so customers at the expense of MT, until such time as MT is no longer supply constrained. The BED Canadian facility is not scheduled to be completed until next month. But as