What is quite interesting about people's understanding and views:
The performance following Oakland was obvious.
4 more NV locations added medical (ehh), then rec....(nicer)
Additional SoCal added prior to rec launch (nice)....
San Leandro shortly, prior to rec (not bad....), as well as additional SoCal before launch.....
7-8 retails recreational or about to be?, ehhh...not bad....
What I find fascinating and an indicator of fully lacking true understanding is those all mean nothing.
Why? What do I mean? What does?
What is infinitely more significant is entering the California recreational launch, as well as the Nevada recreational program with an additional 350,000 sq. ft. (+/-) of cultivation owned or controlled.
Dispo's????......Pffffftttt :) LOL.....
It's the cultivation above, as well as the vertical integration which will create and enable far more than most can imagine.....
Ask any industry operator on the planet what would their one (business) wish upon a star be, and their answer would be:
To have 100-200-300k sq feet of cultivation under control 3-4-5-6 months before the recreational program is launched :) LOLOL
Dispo's necessary. Dispo's nice, especially given the locations and volume they do, but it's the cultivation and vertical integration which will put everything over the top.
Many seem to be placing some importance on Q3 numbers. They don't matter, and it's the least important thing which is going to occur over the next 85 days. (33 days away from New Jersey election which may very well add another 300k sq ft in another top US (world) market. (NJ market and surrounding areas 5-6 times larger than Canada. California market 6-7 times larger than Canada. Nevada in itself slightly larger as well?)
No my friends.....The focus is not on what it should be.
Entering CA and now NV rec markets with full vertical integration? There's your true value and what is going to alter the numbers.
Dispo's without cultivation are the least attractive option. Vertical integration, cultivation, then dispo's (alone) a distant last due to the greatest 280E hit......
It's too personal to be business.
