Canopy Growth Corp (WEED)

[Tweedlede]

Lets figure Canopy does some financing. Takes a few weeks to close ect.. Assume cash on hand in Dec 1st 2017. Build outs are being planned as we speak. Logistics being planned now.
- Nova Scotia grow is already being built out.
- QC grow needs to be funded ASAP. Expand further.
- ON Tweed Farms expansion needs to be funded. Factory needs to be expanded on as well.
- SK Grasslands already being built out. Expand further.
- ALB is a lease (no need to fund), being built now.
- BC is a lease (no need to fund), being built now.

Licensing is a risk for sure, but that's is always par for the course with LP's. But at least we can grow out without HC approval first.

So money needs to be focused on QC and ON, with further money being splashed in NS and SK to keep growing.

Assume under rapid winter expansion, 5 months to build out and setup equipment. Now were in April 2018. Hope to God HC realizes the impending Rec deadline, and rapidly approves Canopy as they are one of the few that can make a dent on demand.

4 months for first crop to be grown, harvested and cured. Leading into August 2018. All LP's will be storing inventory for rec, so July may be able to hold inventory on the shelves. But August will be dry and ready for product.

Very tight timeframe, but plausible with HC accommodation.