Canopy Growth Corp (WEED)

[Carpathian]

I really don't understand your investment thesis here.
(serious conversation)

Are you looking for short term or long term play? Are you invested in Tweed? If so, you seem to not like the prospects. Not sure why you are still in it. If short, ok I get your position now.
If playing neither side then I really don't get your position on this board. I've asked this before, I'll ask again.

Were there concerns about spending last Q? Yes, no one here has ever denied that. However the majority of the expenses were good investment expenditures like Tweed farms, grow room, and lab build out.
This is good if the investment brings good returns. I'm not sure if you have ever invested or been part of a start up but that's how it works.
I've done both in my professional life. Tweed is aggressively growing which means they see the demand.

Could this blow up in our face and lose our investment? Absolutely.
But the thesis must be made through vigorous due diligence and frankly there are some strong regular posters here who know their stuff. They, like myself, understand the long term potential here. They also know it can be a long road.

Now, are they spending the cash on 'keeping the lights on' and not growth? No. I get scared when they stop building out/growing and are still bleeding cash. But frankly we are nowhere near there.

If you want to be short, be short, I don't care. I wish you luck. Heck short term you could make a lot of money being short.

Tweed has yet to fail at their objectives, they are agile and focused. I like that a lot. If anything they have exceeded their short term goals. fiscal 15' they expect 20+ million in revs, I'm holding them to that.

I'm very focused on tomorrow. I will be on the call. I will dissect the filing.