Ann: Official Supplier and Research Partner - ONE Championship, page-47

Yes Jackson, I consider myself level-headed and honestly do look at financials a lot. However, these days especially growth is the method of choice and it is peer valuation that is quite frankly disgusting, that makes IHL the best play in the MedCann space in terms of potential upside v. downside.
The Dental Biz is supposed to be our advantage, it can work together with MedCann and should soon become FCF+ if the 200K/quarter savings from Shenzen manufacturing as is the JOB of Alistair Blake now. All of these deals with Boxing Australia, now ONE Championship etc are nice and good to see but I am willing to give them time to convert this into SALES. Two quarters to go for the year, I want to see better numbers.

Lucky we have the glorious MedCann side of the biz, with Dr Sud, CannVaLate, and the 4 fully funded trials ready to rock that make this such an appealing longer term position to have. BOT got one successful phase 2 trial done, thats a positive, more to come in the future. What's the negative? GORILLIONS in cash burn. Oy Vey! AGH got no IP, but instead sell oils through CannVaLate for money, and are increasing patients in clinics worldwide. Positive? Sure! But is each patient worth 200K/year? I think not... and oh, the GORILLIONS in cash burn.

At the end of the day, perhaps both these larger peers of ours are truly WORTH their valuation of 200M+ based on future GROWTH metrics, the market is not the most rational and doesnt always look at financials alone. If they are worth 200M+ fairly, which is debatable then what are we supposed to be by the end of our FOUR TRIALS, CASHED TO THE ROOF with 10.5 Million in IHLOB, and 10 Million in CannVaLate options up t0 14c.

Whilst I hate the rocket ships and dumb posts that have no reasoning behind them, I also hate how many talk trash about IHL when their logic could be attributed to the REST OF THE SECTOR, and we possess greater strengths comparatively. If we are overvalued or have issues, what about our peers? Any contrarian views to the hot sector that is MedCann at the moment have merit if you take it from the financials POV, but if you take that position then blast the rest of our peers, and honestly they are far more exposed than us at the moment. (Had to rant because I keep seeing this, if you want to take a contrarian or negative view of IHL, then you by DEFAULT have a negative view of the entire sector and should say so).