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Greatest thing to happen to Schwazze would be its Bioscience division inking a deal with biotech like GWP or some pharma for some molecule. Parko has all the creds. The valuation would then be completely different.
Nirup is just too damn slow. He should start to look into Mizzou asap.
DickMilde, any thoughts on new 8k,s. Thanks
If Biden is talking about decrim and rescheduling, then Safe should be much easier. This rally could last a while.
You are starting to bs every day now. Verano is, or was, much bigger than SHWZ. The terms of deal would be much better.
According to you, Dye, who has invested the most in the company, would not care for his own wallet, but rather care about the highest interest than he could get. He would rather enrich his friends than himself.
SHWZ is probably thankful that SAFE hasn’t passed yet. Had it passed a year ago, the weed SMBE’s would have been in a better position’, hence creating more competition for SHWZ.
I think it is a partial trade of that 12 million dollar capital raise that they announced last month. There probably will be several more days like this.
The moment this thug said getting funding from WFC and PNC, everything became doubtful. WFC and PNC don’t fund lying thugs like you Massy
Tele, HOW DO YOU KNOW IF THOSE FREAKING NUMBERS ARE REAL?
Thief Massy is as untrustworthy as any CEO one can encounter.
How do you know that the numbers are real. Is Plemco real. Can they buy rest of Plemco. Is Form 10 real.
Nothing is believable with this lying, cheating fraudster Massy anymore.
Sorry to say but lots of people COULD go in severe depression if all of this has been a fraud.
Wells Fargo, PNC Massy likes to talk from his ass.
In this most secularly bullish climate tech market this jackass has managed to screw up. Massy is such an ass.
Things won’t go well until Massy resigns. This guy is not CEO material.
This POS has been overhyped since Die took over.
When this POS goes down, it just goes down, like it’s destined to go to 1 or even 0.
Is this a SLP type of hold for you. If yes, what's your price target? Thanks
How does this stack up against SLP in terms of growth rate?
Rinehart is blabbering about solar bidding for a middle school football stadium.
Fool me once- Tony
Fool me twice - Pastor
Fool me thrice - Rosen
Is this Maassy fraudster for real? The dumbest CEO with negative IQ.
I doubt if Rinehart works at all. He is busy watching football all the time.
People like Tony and Pastor- Dumb Massy falls for thugs again and again. What a true idiot.
Moron Massey should resign. He can’t be fired.
The fraudster Massy has to resign today.
Their brand building is at snail’s pace.
This pos always dumps big at 3:55 pm
I thought they were laying off people. But per new website, they seem to be hiring more. Is that good or bad?
What does it have to do with leadership board being taken out. I think they have stopped hiring, which may be the wise thing to do. And I think they are laying off people; who knows Nancy may be out.
Looks like it is oversupply of flowers, dispensaries, edibles, everything cannabis related that the market has been discounting, hence the downward pressure in sector stock price for more than a year.
I don’t think the market ever believed that legalization, or even SAFE, was possible.
Which means there is creative destruction taking place right now.
Looks like SHWZ will not start acquisitions in CO until there is blood on the streets. That probably will mean 30% more bankruptcies.
Hence, viva NM
Now do the same for your favorites. TCNNF appears to do well because margin compression has not hit FL. VRNOF has negative working capital. Yes, SHWZ had a quarter below expectations. Your other big MSO’s are faking it. Whenever a new state opens up for rec, all of them jump in there. Imagine how much profit margin erosion will happen in NY, NJ etc.
Dye is going all in in CO and NM. They are increasing their footprint one zipcode at a time. That’s the only way to increase margins in this semi legal business. That and having your own grow, distillate and slowly your own products.
What a crappy quarter from CGC. Everything is loss, even EBITDA. And thst crap is still worth 2.5 billion.
Nobody is selling at these levels, especially since, for the first time, they are projecting their guidance numbers backed by good data.
It will easily take one more year to get an upward trend for the stock.
VRNOF, one of the biggest MSO reported a huge loss and free cash flow of approx 5 million, almost the same as SHWZ.
It also reported a huge loss. It has cash of 140 million and debt of almost 400 million. It has working capital of (111 million). I assume that is a negative number.
And VRNOF is considered one of the blue chips, along with TCNNF, CURLF and GTBIF, all of whom reported almost equally bad numbers.
SHWZ is in a better shape than these guys.
The 1 mill contract for vertical they won will be distributed in q2, q3. The sales ‘funnel’ increased by 1 million from March to April. 5 million in revenue in secon quarter is not out of reach, IMHO.
The company had positive cash flow of around 5 million this quarter. It beat revenue estimate. It sold 10% more than avg sales in CO. The eps is convoluted mess.
All the big companies, including VRNOF, CURLF , GTBIF and TCNNF have stumbled this quarter. And all these big companies focus on ebidta model.
72-80 mill edidta for the year would be pretty good. Would have price to ebidta of around 5 if you include all the shares. TCNNF would have aound 12 if you include all the shares.
Stock move will be purely sector related. It has been beaten down relentlessly for the past 14 months. I don’t know if the report, which was not that bad, will make any difference.
Why the hell didn’t Dye mention in the past conferences that eps should be irrelevant this quarter because of the acquisitions.
Insiders could have easily understood about this quarter’s eps, yet they still bought.
Dye must have bargained for a great price.
https://weedmaps.com/brands/lowell-herb-co/products/lowell-herb-co-lowell-smokes-indica-1g-individual-smoke/reviews
The feel of the Lowell Pre-roll Pack is worth the cost of admission alone. It is the tactile equivalent of delicious. Lowell is a great approximation of a pack of cigs while massively surpassing it in quality. The recycled paper feels amazing and the thickness and weight of the packaging is really pleasant.
Why is Dye talking about EBITDA all the time. shouldn’t he be talking about EPS also, since his company is one of the very few in pot industry which has achieved that.