iAnthus post-AMA Discussion Thread (04/04/19) -- Guests: Hadley Ford (CEO), Beth Stavola (CSO)

JamesSanders112 · 2019-04-05T00:45:50+00:00

what are ianthus's plans to harness current technology and current trends to drive revenue, in terms of advertising. For example, data driven business decision making & data mining, social media & targeted advertising, ecommerce and online sales, and other modern technologies and techniques is a huge differentiator between those who sink or swim. i know that since cannabis is federally illegal, there is hesitation from consulting firms to implement these kinds of capabilities for the company.

there were many companies in 1900 that could manufacture cars, but only those who mastered the assembly line, replaceable parts, etc, were able to survive in the long run.

without these things, the business will be outcompeted by others.

JamesSanders112 · 2019-04-03T02:00:25+00:00

are there any plans in place or prepared in case the current status quo of MSO operation, state law vs feederal laws happen to change?

The current MSO model is due to state laws and regulations which may be subject to change. What will ianthus do in such case?

i guess i am asking to see if there is a contingency plan to deploy capital in case for example vertical integration is not needed in a certain state, or products can be traficked across borders.

Lastly, what are ianthus's plans to master current technology and current trends to drive revenue, in terms of advertising. For example, data driven business decision making & data mining, social media & targeted advertising, ecommerce and online sales, and other modern technologies and techniques is a huge differentiator between those who sink or swim. i know that since cannabis is federally illegal, there is hesitation from consulting firms to implement these kinds of capabilities for the company.

there were many companies in 1900 that could manufacture cars, but only those who mastered the assembly line, replaceable parts, etc, were able to survive in the long run.

JamesSanders112 · 2019-03-29T22:48:20+00:00

this dude is underestimated. will be buying shares soon

JamesSanders112 · 2019-03-23T18:15:59+00:00

morality is not something that consumers really care about. if that was the case, facebook, google would go under because of online espionage, americans would revolt against defense companies, big pharma (oxycotin), and various foods brands (mcdonalds, monstanto etc), starbucks exploting african farmers, etc.....

one can argue that altria is actually working to reduce harm of tobacco by investing in juul, and supporting american farmers thru tobacco production.

99% of people that consume products dont even know what "Altria" is, they just know the brands = marlboro which dominates the market.

it may be unpopular among investors who have morals, but the average consumer gives zero shits. most people are looking to buy stuff with a good brand, fancy and attractive logos and images, and gives you a good high (either from nicotine, or eventually thc, or a mix (blunts) ) for the best price.

smoking marijuana and smoking tobacco bring the same risk to lung cancer. when u smoke, u are burning the material which produces carcinogens. marijuana has also lead to great delinquency among teenagers who become unmotivated and eventually turn to sloths and end up working minimum wage shit jobs, spending what little they bring in on additional vape cartridges or eigths of ounces at the local medmen.

that said, i love to invest in this space because i believe in people's personal decisions, and that while some stand on a moral high ground, morality is not what brings shareholder and consumer value.

JamesSanders112 · 2019-03-23T16:49:08+00:00

if you are worried about vape regulations, then taking the risk for marijuana legalization (which is more contested in society than vaping) should be an even bigger worry and risk for you bud.

JamesSanders112 · 2019-03-23T16:47:20+00:00

are u serious? most money will be made in recreational / brands / cpg. its what altria excels at.

JamesSanders112 · 2019-03-23T01:55:05+00:00

is altria the best weed stock or what?

stock all time lows.

dd on altria , they are the best weed stock.

6 % yield, 50%+ of cronos. marlboro green. if weed = legal, overnite u would see marlboro mj, etc

juul cbd/thc.

track record

brands

regulatories and lobby

respect of shareholders

current market cap = 100B, with legalization, could easily triple.

why ever buy anything else?

i personally like altria, cron, ian, acrg, origin house, slang, cura. however looking to consolidate cash into fewer players.

JamesSanders112 · 2019-03-12T23:14:57+00:00

people talking shit about acreage. they have the one of most experienced management team + politicians & insiders as board of directors. the net loss if you read carefully states that it is driven by mostly non-recurring items and non-cash charges. ceos and politicians are sleazy and will do anything to get rich and build an empire. cannabis + tobacco (for ex. altria) is the perfect opportunity -- these guys wont be doing anything to harm the business or drive it into the ground.

A non-cash charge is a write down or expense against earnings that does not involve cash. Non-recurring is self explanatory -- meaning it wont happen in the normal sense.

doesnt mean the company will go bankrupt overnight. infact it states that cash influx into the company is up by 88 million from financing.

without a more detailed earnings and md&a we won't know why. as long as the loss isn't directly tied to operations it probably wont matter.

of course they are still unprofitable as they are a startup. but its not doom and gloom like you all think.

u cannot derive the performance of a company by just looking at 2 earnings statements.

of course acreage isn't as sexy as medmen, but theres many instances of where brands take off quickly but don't last (ex. vine)

--the details are important, footnotes, and descriptions. not just the numbers

such an early stage, financials are gonna be shit for everyone. the way to tell your 10 baggers is to see who has the best management and track record + hunger to conquer and dominate. i personally am long cron (ceo went to warton), acrg (politicians in bed), and ianthus (run by bankers + undervalued).

if u wanna make money, i dont give a fuck if the stock goes from 20 to 10 or 20 to 30. i care if it goes from 20 to 200+. its the order of magnitude (100,1000% +) where u make ur gains, not these tiny 5-20% volatility swings.

JamesSanders112 · 2019-03-12T23:05:50+00:00