Monolithic Trading

[TheMonolith]

I LOVE MLCPF/LABS.V!!!

-Great management that is executing. Startup of the year in 2018. They are laser focused.

-They are signing the biggest deals. $35M, with $7 upfront, $12M additional option.

-They are signing international deals. Auscann, with Canopy as an investor.

-They'll start exporting from Canada, later this year.
-They could announce another facility location in Canada.

-They'll start producing and exporting from the new Australian facility later this year! Asian-Pacific markets.
-They could announce a new international facility, I'm thinking Germany.

-Pharmaceutical background and focus. Extraction focus on exact cannabinoids at pharmaceutical grade and purity. Look for a big pharma deal eventually.

-Consumer packaged good deals very likely at some point. I don't think they'll leave it strictly to the LPs to make these deals.

-Loose guidance through a media article for $85M over next 15 months.

-Lower risk of not relying on the growth of cannabis and focused on higher margin extractions.

-Relationships with top LPs: Canopy, Cronos, Supreme, and largest deal was undisclosed LP.

I've run a lot of forecast numbers, and they all point to a stock price that could/should see $10+.

https://d1io3yog0oux5.cloudfront.net/_63787e3a2012e0cf253c28c0eb6da8a9/medipharmlabs/db/357/2889/pdf/Management+Presentation+Jan+8+2019.pdf