Canopy Growth Corp (WEED)

[Dogger05]

My lament over inventory is if inventory was so high (it is) why the lack of product? Other lps have inventory that more closely matched their sales. I have been financing commercial businesses for more than 20 years and everytime I encountered a company with inventory levels even twice their sales they either had cash flow issues or needed to inject capital (or spend their capital) to keep things afloat....I don't buy into growing weed u can't currently sell....and if u care to do any dd, go back to when inventory levels jumped significantly (aprox late 2015) and you will find it was pre DNA strains which were not the best (hence seeking dna's help). Ask your self where did this poor quality weed go? I think it was stashed in the vault as opposed to destroyed (ie written off). It's well known they had trouble growing quality weed in the early going....no gmp production platform currently in place which will only increase their operating cost once they are forced to adapt that level of production standard (it's demanded in the pharmaceutical space). So to sum up, questionable inventory, lack of required production standard to participate in pharmacy distribution, and a shotgun approach to business plan really turns me off