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It’s illegal for a Co. that’s already in Florida to hold more than one License and Vertical Operation...All the Major MSO’s Are There now with the Cresco Acquisition Yesterday...Everyone else is too small or has a high Share Count...Only a Very Large Private looking to go public could pull it off. Liberty has been for sale for probably 18 months, since AYR has been looking at Liberty that long according to the CEO. If a bad Florida Supreme Court ruling upholds the lower Court ( any time now), verticals would be dead...Mom and Pops everywhere selling and producing Ect...Only the Strongest would survive.
Not taking it, makes even less sense. Liberty 360 is one major Hurricane or Tornado, A Bad Management Call, or A No vote from Disaster...Being 1 of 7 and on the way to 12 States is just Safer and Smarter. The future is in MSO’s not OSO’s. Purposely Crashing SP looking for a better deal is asinine. Anyone with a better offer will certainly get a look. Cresco certainly didn’t think Liberty was worth what AYR bid, which speaks volumes.
Not taking it, makes even less sense. Liberty 360 is one major Hurricane or Tornado, A Bad Management Call, or A No vote from Disaster...Being 1 of 7 and on the way to 12 States is just Safer and Smarter. The future is in MSO’s not OSO’s. Purposely Crashing SP looking for a better deal is asinine. Anyone with a better offer will certainly get a look. Cresco certainly didn’t think Liberty was worth what AYR bid, which speaks volumes.
LOL...Just 1 of AYR ‘s Nevada Stores does $20 mil usd. Per Year according to AYR IR Head Spokesperson. And they have 5 of them active,plus one in Henderson waiting on approval. Not counting NJ stores which voted for Recreational and all the other 6 States other than FL. We don’t have enough votes to Change the Insiders Control and Replace them...Cresco passed on Liberty for a reason, lots of them.A NO vote sets up a Short Sellers Dream Play. Been there seen that...Time to move on People.
Agree 100%...There isn’t one. AYR will wash the old Hindenberg Reports out of Liberty and I’m a Firm YES here...Held for almost 3years and it’s time to put a fork in this continuing shit show.....Disclosure: I don’t own any AYR, but am looking forward to it. People who ignore history are doomed to repeat it.
I’ve been holding for like 30 years, Waiting for the contract to be completed...lol
Liberty...My Favorite CASH COW...Grass goes in...$$$$$...Fall out...
There’s a newer 10x Report than this one...Saw it this morning, but I’m tied up right now...
Capital 10x .com gave Liberty a great write up if you can transfer it to here...
Liberty ended the Q with over $ C28 mil and working Capital of over $ C 54 mil...We now know why and how, Liberty Paid off half it’s total debt in Dec a year early ...Liberty is in Awsome financial shape and ended Nov. with sales over $ C6.1mil. and we already know the # of stores and sales are still continuing to rise...A Big Congratulations to Victor and Team...
Seems clear to me...Liberty and everyone else wants to see these options, dead. At C1.62 by Feb.22, that looks certain...I would imagine however, that they would like to see all the C1.10 Warrants (by 10 May) exercised, since they would add up to about $C25 mil into the Liberty Treasury, If we get up enough past the C1.10 or around the .82usd. level before then and is looking very likely so far ...Any resulting dilution (about 5% or so) would be less than Liberty SP moves on a trading day...lol...
In case anyone missed it...Liberty announced Jacksonville Beach #25, FL. Store To open soon. This goes with Key West, Fort Pierce, West Palm Beach And now Stuart, FL. all hiring over the past month or so...Total when all are opened is 29, so far...Look out Curaleaf (28) here We come...
Something to continue to keep in mind...Liberty 360’s stated annual production ability is 19,500 kilos or converted = 42,997.5 lbs or 687,960 ozs per yr x $242 usd. per oz.(My estimate)= $166,486,320 usd.or C$ 208,107,900 in potential annual revenue....Liberty is currently actually selling at a rate of only about 1/3 of that...All this is without another nickel being spent on the Liberty 360 Facility...You guys have only 4 more trading days to get in position...Then Up all the charts we go...
Key West, Ft. Pierce and West Palm Beach were all hiring lately...Put me down for Revs on next ER at near + 60% and near $16.9 mil.....I’m being optimistic, but the new higher priced specialty Flower and pre-rolls should kick up the average price a bit.
420 Investor Daily is saying today that The Make it Legal Florida Petition has the required signatures and the latest polling shows 64% support for Recreational among voters...
That’s a long way down the road and Liberty will make a lot of money till that day arrives...Several years at least...Liberty seems to pride itself on being a low cost producer and not afraid of competition...There will be a number of winners in Florida 2-4 yrs from now and I’m convinced LHS will be one of those...We have tremendous SP upside over the next few quarters alone. If I look far enough out, I can see a tree falling on my house but it’s still just a sapling now...lol
LOL What a great problem to have...Being that Liberty 360 is sitting on 387 acres, space is not a problem...An outdoor grow,could be a possibility at that point. MJ greenhouses cost $20-200 per sq.ft depending on options and use of existing sunlight Ect. I don’t expect Liberty or it’s competition to go all out on production,till Recreational is a sure thing.Not to beat a dead horse but Liberty is still only selling product at a rate of about 1/3 of 360’s current annual capacity,as stated in the MD&A and a planned 25% future increase will up that from 19,500 kilos to 23,375 kilos.According to Experts, It takes 10 months from the shovel in the ground on a greenhouse,to first harvest is around 10 months. Liberty will most likely grow at a moderate pace ( for them) and use mostly profits to expand cultivation in the meantime. Considering that Liberty is expanding its revenue at twice or better of the MSO’s and obviously profitable,we have a Huge upside, yet to be seen... A lot of LHS product could hit the market quite suddenly...Is everyone ready,just in case ???
Cresco May want and even need Liberty, but , Liberty doesn’t need Cresco...You can’t trust any deal Cresco makes, they blew off their Florida deal and now want to renegotiate the Origin House deal. I personally don’t believe they could afford us. Liberty’s greatest strength is the Liberty 360 production with a max of 19,500 kilos of Bud per yr. We still are only selling products at about 1/3 of capacity. The additional 11 dispensaries means that a great deal of Bud is or about to be rolled out soon. I’m convinced that Liberty just banked a 60%+ Quarter...Cresco by the way only put up a 23% Q.vs. 93% for LHS and Cresco lost $13.6 mil and Liberty is clearly profitable...
Liberty Twitter feed is warning of Bradenton and Sarasota Stores about to open...Apparently more Bud is coming off the line now...
Smoke hasn’t seen nothing yet...Liberty
Is only Selling about 1/3 of its Liberty 360 cultivation capacity of 19,500 kilos yr...Rheeeee...
They might count Saturday internally,being it’s the actual last day of the month...Everything helps lol.
Liberty’s having a Big Sale tomorrow...Will be closed Thanksgiving, but will have extended hours Friday...30% off on selected products...20% off Pax Pods...10% of Grape Inferno Flower, and pre-rolls, instore and delivery ...We won’t see OMMU #’s for Thursday. Looks like they want to move some products to make up for being closed.If nobody mentioned it,Cresco bailed out of Florida...One Less MSO in Florida for now...
Liberty’s Flower Friday is discounting in store bud sales today. I’m hoping this means more products are now hitting the shelves...
Liberty seems to be shooting for a $33 an eighth average...Some pre-rolls are as high as $52.50 per eighth and as low as $25. Bulk Flower from $25-$40...A check of Liberty’s website this morning shows most Flower offerings are sold out and the supply spotty depending on city...Figuring even a ball park average is tough now, but I’m going with $33...At least 2/3rds of 360’s production capacity hasn’t reported for duty yet either
On a Positive note, Liberty with those higher prices probably brought in as much money or more in Flower sales as it did last week...We’re gonna put up a great Q. any way you can figure it...Still have 3 weeks to get the Flower into the stores...The new Bio-Diesel Strain just got stocked yesterday and today and was highly anticipated on social media....
Liberty didn’t plan a boatload of Store Openings without a bunch of product on the way...I’m good here till then.
Liberty is still making money...this isn’t the first step back in sales and then a big gain...Look at Curaleaf as an example,they have been in the Flower sales toilet for a good while and Bang...Liberty could put up Awsome Numbers next Friday...Either way,like I opened,Liberty is still making good money and has a great Quarter going ....
All the good Press lately is helping Big Time...The profitconfidential.com article which ended with “It’s just a matter of time before the rest of Wall Street catches on”. Is Maybe at a starting point here... If we can break 3000 Ozs and/or improve CBD/THC sales substantially again Today, This Baby will sprout wings on Monday...Fingers Crossed !!!
Gleamed from another Liberty Board,And Spot On...Other MJ Companies are trading at (10-70) times x current annual revenue,Liberty is trading at less than 3x’s and the others aren’t even profitable or even close...
I view this a a hit piece as much as a positive...He fails to point out the strong cash position Liberty has which is Way higher than any note requirement...He further suggests a cash raise,which is not needed and failed to mention the new higher prices and margins...Liberty ‘s Current Cash plus future profits are enough to Pay debt,increase cultivation and add dispensaries...
Liberty states that 360 has the current capacity of 19,600 kilos of MJ per year,not counting a future addition of 25%...Current max value is close to at least $250 mil cdn. per Year...Current total sales are now about $17- $18 mil cdn per Q total for This Q. at the current rate and a revenue run rate of about $20 mil cdn...The THC/CBD is easy to figure at $.1123 per mlg...The Bud isn’t, now that the price increases have occurred...There’s still a long way to go before we hit max sales capacity. My numbers are probably a bit low ... Hope this helps ....
Sooo true...When you look around at other MJ Companies like CRON and see they spent $20.8 mil cdn to bring in $10.2 mil cdn in Revenue,it really hits home just how well LHS is doing...We are #5 of 44 in Q over Q in Largest revenue Gain of MJ Companies Over $10 mil cdn in both the US and Canada...Not counting the asset sale...Who would have believed that a few months ago??? Liberty is still only selling a little over 1/4 of 360’s current capacity...Flush with cash ,profitable,could pay off debts and still have money to expand 360 and stores...There very,very few MJ Companies that are in that position... The new Higher margins are like selling more Bud...I’m really stoked for the future here.Just a matter of time and BOOM...lol
If the new Zentient brand is successful, I’m thinking that Liberty could try offering it’s exclusive intellectual technology for a royalty in other states as a way to expand past Florida with little or no cost...Others are doing this successfully elsewhere...they’ve definitely changed their MO by dumping Ohio...They continue to talk about expansion to other states ,but I don’t believe they mean by buying Dispensaries ...I’m opposed Big time to Selling out to anyone,unless it’s for a Crazy High Price...The right Merger,Maybe... Liberty currently has everything going it’s way.If Someone had told me 6 months ago Liberty would surpass CRON in revenue and better financials,I would have thought they were Nuts...Now it’s a Fact,for now. Liberty led the October American Cannabis Producers Index,as tracked by NCV, having the largest SP gain ahead of TRUL #2 and GGBXF #3...I believe this is all only the tip of the iceberg called Liberty 360...
Those higher prices didn’t seem to hurt sales much if any, but having higher margins on Flower is the same as selling more bud...The new THC products sales are climbing nicely too...The new stores make me believe that some serious cultivation is/or about to drop...It should be clear to everyone now,that Liberty is clearly profitable now with or without the asset sale...We are so undervalued based on growth alone...Maybe we could offer a fake meat pattie with each pre-roll...lol...Looks like it’s what’s hot and what’s not, right now...
Liberty yesterday announced they were adding: Rolling Trays,Grinders,Lighters.Ect...These are very high margin items...Every lil bit helps.lol...A check of Liberty’s website this morning shows the higher priced Flower is sold out or almost out...Which greatly improves margins...Looking like the flower average has gone from a flat $224 per oz. To well above $270...I’m of the opinion that we see revenues this Q of north of at least a +70%...We still have over 4 weeks to increase the numbers...Looks like the current Q sales run rate is is around $20mil cdn ...I’m usually 6-7% low on estimates...Last Q, I called $10 mil cdn and a 85% Rev. increase based on OMMU #’s and we got $10.6 mil and 92.5%...It’s going to be a lot harder to figure flower this Q but I’m up this morning working on it...We’ll see ??...Hope this helps.
marijuanamoment.net or on the Liberty Investors Facebook Group Page...
Just read that the Senate passed a Bill protecting Medical Marijuana States from Prosecution...Good News just keeps on coming...
Liberty has no need to raise cash...I really thought this ER would put that talk aside,Permanently, however some still gotta comment before completing there DD of Liberty....Most of us have been here following Liberty extremely close,for many,many months...By extrapolation of this ER and the OMMU Reports Liberty is currently Profitable in this Q ending Nov.30 ...Being flush with cash and profitable = no stock sales...The only dilution you might see is from warrant or options that almost all are so far out of the money they will never be exercised...If they are you would be looking at a triple + from here before the end of Feb.-March...GLTA
You sound like a Child that had his favorite toy away from him...The IMMU #’s Don’t Lie ....Get Over It.
Based on the ER and the OMMU #’s ...Liberty is now Clearly Profitable...not to mention higher margins on some current and New Flower Strains...NCV says we were cash flow positive with a small operating loss...We are way beyond that NOW...GLTA