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they have a diversified global model with a 4 billion investment from a too big to fail liquor conglomerate and rec numbers are soon to be realized.
4,000,000,000
vs
11,000,000
constellation vs crickets.
global vs. we arent ready to accept foreign orders
major exchange vs. OTC
If a CBD stock is not in a definable uptrend in this environment I think you have to examine your thesis
The penny stocks are all sucking wind.
Unlike 2012/4/6 there are real Company’s to invest in that aren’t under a quarter.
The days of piling on and running the oTc firms has clearly mostly run its course.
The old paradigm of 10-100 baggers is more likely with the big name firms(Canadians had there’s for legalization) and now the US MSO’s and top CBD brands are in focus due to hemp bill and the move towards
Rescheduling and banking reform etc.
How did I divine this?
What is the market telling you?
Are you listening?
$VATE .03 just about the lowest it’s been for over a year
it was a strike against them, no doubt.
they had a ton of good news in the report without it.
somewhere there is a happy medium between the tight lipped and loose lipped CBD companys
i dont think that is necessary. they have to release it to all, and the quarter ends tomorrow, so we can say there is a good chance he will next go around, but i doubt they will be up to answering the question to an individual investor.
with the new CFO they could have q1 ready by 3rd or 4th week in April.
Recall, investment has been made in enterprise software etc.
this is the best part of the year as an investor, you get two important data sets relatively near each other. I call it accelerated revelations.
I’m sorry, what I meant to convey was not about projections,
But rather just breaking down revenue by segment as we report the quarter
E commmerce
Retail
Wholesale
White label
Etc
I believe an analyst asked the question last call
Joe said he was considering it for Q1
True.
But I’m sure you’ve seen investor reactions when Company’s like apple stop giving iPhone sales data etc.
Lack of transparency is always a head scratcher for a money manager
Lack of proper accounting controls
Inability to get uplisted
Equals conservative valuation on Cvsi.
The market tells me this
Nothing else
Certainly.
The fact that nasdaq has not green lighted CVSI gives potential money managers pause.
For example,
My gf has a lot of money at Wells Fargo and her money manager is also a lawyer and he won’t touch Cvsi with her money, even though her PCP rec CBD(strongly) and even said THC is fine if she wants(she doesn’t).
Institutions have by laws for investing rules.
They have no choice
3 years?
Remember it was Joe who wasn’t even sure if he would break out sales segments
Next quarter
Even though th other leaders all respect their shareholders and money managers by providing this
Critical info.
Again, actual investors (as opposed to people who are in love and defend Cvsi like its their only child)
Want to compare operating metrics
And good operators want to share that info with the market
But ol joe?
He’s still not sure.
This does not attract investors
You can’t discuss execution and ROIC without comparing growth.
If CV was the only name in the space ....
But I’ve been on boards since 2002 and anyone who eschews industry comps is living in a safe space bubble
levb 110% growth q4
CW 21%
CV 4%
the growth was hideous.
something is broken
Joes leadership imnsho
there is some money to be made
https://investorplace.com/2019/03/marijuana-stocks-go-mainstream-as-cbd-jumps-to-cvs-and-walgreens/
i found my brother from another mother.
nice work matt
a $^$%# ton of accumulation.
one nice day and the MACD flips and its game on
we are technically in a consolidation mode until it crosses.
youll know when it does
brands unknown
timeline is very soon
It only trades on s foreign exchange because our politicians are busy with less important things
(Except the SAFE act)
The premise that cvs is doing biz with a foreign company
Oy
Leaf is in Wakefield MA
Oy
Oy
One week til Vegas
Not sure
If I will
Visit Cvsi lol
Maybe see the leafs props
What is the need to exercise this penchant to get ad hominem with opinions
Argue the opinions
It will make you seem more legit.
$cvsi
I trade any stock
That has great risk reward
Until CBD 90% of my stocks were listed
Now I have no choice and it pays off
I have been in others that uplisted
I bot celsius at a .80 about 4 or
5 years ago
Dude we own tons of shares.
I just sold my personal stash for better alpha
Take a deep breath
$cvsi
Anyone who quotes SA as
Their DD
Tells you how little they know between facts and opinions.
Insane
Cvsi$
You’re trying to hard.
Not being objective and analytical.
There’s a million points to make but here’s a couple-
More than 80% of shares are locked for more than 6 months.
The float is smaller than Cvsi and it trades WAY more volume on the 2 exchanges
And
It’s not a diversified biz
And it’s not involved w MJ
Have you seen the multiples on MJ!
Leaf has 3x CV skus at cvs
What does that say about Cvsi that an MJ co
Just started hemp and bears Cvsi to the punch
Execution is everything
Joe must go
Charlotte reports tonight
Watch sequential growth bs CV
Look
It’s
Not my fault I’m very good at what I do
Hard work pays off
Stop
Peak dumb
I’m
Seeing it
Everywhere
Please market
Tank
Get rid
Of these goofballs
It’s revving up volume for
A big jump
Past the 200sma
Just incredibly obvi what is going on here
And the wicked bright future
In the next few days it should close
Well
Over 2.00
GL
Yes if
I sold!!!!
Tbh,
This is the most uncomplicated well-run
‘Win’ in the space.
So buying the dip is just a matter of planning to have funds available
I took a nice ride from 8.30-9.60 on the first spike
Should see a quick move worthy of any stock trader.
I’m aware and if you believe MJ will be rescheduled
And they are number one in this here USA
And as I explained they could be as big or bigger than CV in hemp mass merch
They are already leading by a factor of 3 vs CVsi at CVS vis a vis sku count
I didn’t bring up trading history
I responded to nonsensical conjecture
I didn’t miss 10k dollars
Although I missed about 5k opportunity cost.
It’s hard to get excited about that.
I have
2200 leaves
16500 axim
160000 igciw
1000 Cvsi
1000 levb
25000 fvrg
2000 igc
I expect to make 10k minimum by Friday afternoon
I’ll be back then to tally
Cvsi will likely see 15$ this year
But I think axim sees 15$
Too
And Curaleaf sees $100
When MJ gets rescheduled
Yes 100
Or at least 50$
My mentor Buffett says better to own a sliver of the Hope Diamond than a bag of rhinestones
This stock has flat out broken out on volume
I don’t argue with that kind
Of
$$$ flow.
I am always prepared to be wrong
Stubbornness is for horses
Keep checking th Walgreens web site to see when they go live
But given the stock
Reactions to Walgreens mid day news
I think I know which company is gonna be on the shelf!!
I am 4:1 leaf
They are number one in USA MJ
And could lead the retail Mass merchandisers with CW
If they buy AXIM
They would kill it in all 3 channels-
1 regulated MJ
2 retail hemp extract products
3 cannabinoid IP and pharma possibilities
The run is just starting lol.
But it’s not enough alpha to get excited about
I have had 4 stocks
Go up 100% in one day in 6 months
So this is kind of meh
I was a buyer at 9
8.42
8.62
Today for 1600
Long 2200
Last buy is tomorrow at 9.11
Hang on partner.
The leaf one has 43 dispensaries
225mm cash
Cultivation up the wazoo
Is in limited license states mostly
High density areas
And is a big player in retail CBD
The Canadian farmers are not going to be making money in US unless they buy US companies
After MJngets descheduled
So the leaf one has the largest footprint of any MSO in USA
And already has more SKUs at CVS (so much for just being a regulated cannabis vertical)
Than CVSI
Also the leaf one has guidance of 400mm rev
100mm cash flow
225mm cash
So there’s some more color on your bias and jaded summary
My Cvsi peeps,
Everyone I got into Cvsi is like thumbs up!!
Nice job!! Bulls
And did you see what is up 50% premarket in the CBD space?
Whoa
And if you use TD Ameritrade charts where it leaves out the IGCc data,
It’s even mo
Booolish
The product looks like $5 like the stock
The others look professional
One sku at a few cvs’s is not gonna move the needle much.
Most stores have 10-15 skus
Curaleaf has 43 dispensaries and the retail channel
Sounds a little more epic
Hmmmmmmmmmmmm
Lmao
Nice job management on the one sku of topical.
Management totally out to lunch on what retailers want
Incredible
Cvsi
I bot wed
Thurs
Fri
And I still have 10k to spend
Love it