Crude Competitive Evaluation:
I notice that the majority of the discussion on this board regarding Tweed's competition refers to other publicly traded companies, and not so much to the other licenced producers. For the purpose of this post/discussion I would state that the other currently-licensed producers are their only actual competition currently.
I'm trying to figure out their competitive positioning, and wondering if anyone has done some DD on that yet? All I really have been able to gather so far is (notwithstanding obvious industry-wide considerations):
Tweed is awesome because they're the only one that can essentially advertise due to the fact that they're public.
The large amount of PR in relation to their competitors would indicate a larger demand for their product (and potentially larger portion of the initial market share as well).
Tweed has rock solid management, very good financial sense, and the empire state of mind to take them through their growth and gain market share over time.
Tweed is selling out of an unknown quantity of product which either indicates a larger demand than forseen, or smaller yield than forseen.
They were fast to market with lots of PR, and given the issue of substitutes (I think you can only sign oup with one producer at a time?) that should help their customer retentian and give them an edge over the guys that are late to the party.
Here's a bit on their competition I've been able to gather in the last 15 minutes or so:
Cannimed: obviously their greatest competitor. Lots for sale on the website. They're the only ones left over from the old system, and theyre running scientific studies for the government. I saw their CEO cry in a video one time. Seemed like he was pretty messed up. Hoping this will be the xerox of the new system. They do have a strain for sale that's 1-13 though. That's pretty impressive.
Bedrocan: Site's down for maintenance. Probably not too much of a threat there. I'm not sure whether the dutch backing makes a difference or not. Probably more of a long term threat.
Canna Farms: 1 strain available. Looks like they're having the same troubles coming online as Tweed, without the demand.
Delta 9: Lots of strains on their site and some say available May. Last I checked its June so they either forgot to update their website or are having go-live problems.
In the Zone: Late to the party. Avail July.
Mettrum: Lots for sale. Seem like a strong competitor.
Medreleaf: Late to the Party. End of June.
Organigram: Website looks like they sell viagra. Looks like no supply yet.
Peace naturals: They sell shake for 4.50 a gram hook me up! They also had a couple of very public recalls as I recall.
Thunderbird: Projecting July sales on their non-functioning website. Not to sure how they're getting customers but it's not through their website.
Tilray: Lots for sale. Looks like a strong competitor.
Whistler weed: a bit for sale. Looks like a smaller shop with smaller capacity. Smaller competitor.
So looks like in Cannimed, Mettrum, and Tilray are the real competition. Hopefully with all the PR tweed can snatch all the new 'customers' coming to the market! Thoughts welcome please.
