Oct 31, 2021
During the last decade, the cannabis industry recorded impressive advancements and has evolved into a multi-billion dollar market.
Although the growth of the cannabis industry has exceeded expectations, we have not seen household brands like Coca-Cola (NYSE: KO) enter the market. During the last year, we saw an – uptick in interest in the cannabis industry from a few multi-national alcohol and tobacco firms (i.e. Constellation Brands, Altria, British American Tobacco, and Molson Coors).
While these firms have entered the cannabis industry, they are not using their respective brand power to back the products and this responsibility primarily rests on the cannabis company that is on the other side of the relationship. In the near future, we expect this trend to change and for the legalization or the decriminalization of cannabis in the US to serve as the catalyst behind it.
We are only just starting to see a change in the trend of household name brands that are entering the cannabis industry. We are favorable on the potential market share that can be captured by household name brand companies that have a first mover advantage on the burgeoning cannabis industry.
Irwin Naturals Thesis
We have identified an operator that could be the first household name brand positioned to benefit from being an early mover on the cannabis industry. We believe the company, Irwin Naturals, could be the first non-alcohol high-profile brand to leverage that brand in the cannabis sector, through a forthcoming new entity, and are excited about the opportunity for the following reasons:
The brand power associated with Irwin Naturals in the herbal extract market should play an important role in how the product line gains traction
Irwin Naturals has distribution in more than 100,000 stores across the US
From an economics standpoint, Irwin is a profitable business and is reported to be the lowest cost producer of CBD
The business is led by a management team that has a proven track record of success over a more than 20 year period in the consumer packaged goods (CPG) industry
The company’s existing clientele are ideal candidates for new cannabis consumers and we are favorable on the demographics
We are of the opinion that Irwin Naturals has a favorable risk-reward profile with substantial potential catalysts for growth
About Irwin Naturals
Irwin Naturals commenced trading on the Canadian Stock Exchange (CSE) on August 17, 2021 after announcing a business combination transaction in early August. Irwin Naturals is a leading herbal supplement company in the US and a large distributor of cannabidiol (CBD) products in mass-market outlets and health food chain stores.
With a more than 25 year operating history, Irwin has evolved into a mainstream health supplement brand that has mass market scale and a cult-like following. At this time, there are no CBD companies with a more than 20 year operational history and we believe Irwin’s track record should support the growth of the business.
Irwin Natural’s CBD product line has already been generating traction with consumers and several big box retailers have already been selling it. Over the next year, we expect the product line picked up by additional big box retailers that currently carry their CBD products. A key aspect of the Irwin story is related to the cost per milligram of CBD. The management teams believes it has the lowest cost per CBD in the entire sector and we are bullish on the economics that is associated with this.
Irwin has a proven track record of success and has an impressive amount of distribution. The management team note that the product line is being sold out of approx. 100,000 stores and we are bullish on the amount of distribution the brand already has. Going forward, we believe the company is positioned to capture significant market share while it is able to generate attractive profit margins.
Pursuant to an agreement between StoneBridge Partners LLC and Irwin Naturals Inc. we have been hired for a period of 90 days beginning August 25, 2021 and ending November 25, 2021 to publicly disseminate information about (IWIN) including on the Website and other media including Facebook and Twitter. We are being paid $6,000 per month (IWIN) for or were paid “ZERO” shares of unrestricted or restricted common shares. We plan to sell the “ZERO” shares of (IWIN) that we hold during the time the Website and/or Facebook and Twitter Information recommends that investors or visitors to the website purchase without further notice to you. We may buy or sell additional shares of (IWIN) in the open market at any time, including before, during or after the Website and Information, provide public dissemination of favorable Information.
This report may include predictions, estimates or other information that might be considered forward-looking within the meaning of applicable securities laws, including statements related to the Company’s entrance into the cannabis market, ability to support its growth and fund the entrance into the cannabis industry, the establishing of relationships and entering into any partnerships or agreements with cannabis distributors and any potential success of the Company in the cannabis market. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks and uncertainties associated with market conditions, changes to laws and regulatory requirements, the Company’s brand recognition applying to the cannabis industry and the entering into agreements with cannabis distributors on favorable conditions or at all. You are cautioned not to place undue reliance on these forward-looking statements, which are current only as of the date of this release. Please keep in mind that the Company is not obligating itself to revise or publicly release the results of any revision to these forward-looking statements in light of new information or future events. When used herein, words such as: “potential,” “expect”, “look forward,” “believe,” “dedicated,” “building,” or variations of such words and similar expressions are intended to identify forward-looking statements.
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