Actually, yes, I do, and after very long night addressing numerous things to be addressed prior to years end, finally taking a break/distractions and was going to post quite a few points. Got on a conference call about 4am that just kept the night/day going (again) lol.....or maybe I'll just continue now since started...I'm debating whether to number, because sure going to lose track.
In no specific order:
I think at this point in time people are well aware of, let's call it, the "expertise" of various commentary presented.
We see mention of private with superior footprints (but no specifics mentioned, wonder why). Specifically of interest and amusement if mention of an entity which recently acquired 2-3 (I thought was 2) dispensaries, of which I remember reading intended to do so to bring their specific products, all formulated for medical to the launch of the recreational market. Yeah, they'll surely be a destination for the recreational tourists of the world lol. Personally, have played that for years and always a buy in the 1-3 range. (Talk about O/S lol)...
As stated, I think people are either misunderstanding, or intentionally excluding various things (the norm here). While, yes, we are 12+/- hours away from the launch of the largest recreational market in the world, we are also now 16 days away from inauguration of the most pre cannabis governor to date, of the second largest market in the world.
Anyone who dwells on current dispensary holdings in CA of this company does not understand this company. There are additional announcements coming, look for Friday more or less.
Nevada cultivation also about to go live any second.
So I find it interesting people would compare this specific with any other. As previous, Oakland in itself may very well perform as well as 10 other dispensaries, and, as always, no mention whatsoever regarding a cultivation footprint in the very same top market which cumulatively, currently, falls among (among) the largest in the world. Re read.
I find it further amusing to see people commenting regarding CA dispensary locations. Give me cultivation stats and a 20MM budget and I'll have you 20 dispensaries in CA within 60 days under control. (piece of cake). Acquiring dispensaries is so laughably easy it's not worthy of addressing further.
The greater value is in the cultivation under control. (In every state).
Some trading relevant info:
Frankly, in any and every attempt to accomplish whatever people wish, the goals and objectives of such behavior are immediately worthless, and it's a shame because I think , as always, the true/real story is always infinitely more interesting, and I think much of the commentary we see a true testament as to the lack of expertise regarding trading/positioning.
While many are addressing the gain, I'm much more curious and awaiting the decline, which is much more important. Why?
Because we need (need) now for this specific the new support. I see some questioned my comments regarding movement, and actually, the movement of the last week actually clearly supports my statement-
I'd welcome and would find fascinating (honest) commentary about what people felt waiting for a pullback and correction as each previous resistance point was broken, day after day, on larger and larger volume.
Is it going to occur? Of course, the market is very predictable. I may not look old in life, but I am lol.
Also addressed as far as months ago was the simple concept of what will occur if several hundred million are removed from float by people with an intention to hold longer term. What portion of buying the past week does that represent? (no one knows).
I see also people mentioning "being back in"...........
Really? So one had months to accumulate below 20's, but now that it breaks 25-27-30-low 30's, high 30's, and bounces off 40 is the time to "get back in"? I would give such very little credit for skill and strategy in this game.
Many will remember I was very pleased (gasp) at new lows......that's because I could accumulate cheaper preparing for what we knew would occur shortly.
Many speak of "DD".....to me, such is not where it was 2 years ago, but what it' going to do 2 months from now.
We're not playing where it was 2 years ago. We're playing where will it be Tuesday, January, March, NYE 2018.
I'll readily reveal my weakness. I accumulated heavy from 17 to 20, in which I addressed people trying to state it wasn't wise to accumulate in the 17's lol, and as each point of previous resistance was broke, I liquidated about 1MM each time. I'm still holding a little (less than 2MM left) and frankly not convinced it won't rise further, but I'm okay with that. I pulled 100% twice this year, and even if went to $1 I'm happy with my gains, and will be awaiting the decline and correction to position again accordingly.
Many will address financials and is it worth anything, be that 40, 60, or $1. At this second no, it's not, but then again I think the very same seem to be unaware that with all cultivation up, including NJ, this may very well become a $300MM annual. (Lot to be done before such, of course, simply referring to current status if the wind blows the right way on all matters, which looks to be highly likely)
Market is emotion. Always has been, always will be, and while many will cite the "nothing is certain but death and taxes", they would be incorrect, and one certainty was excluded: Change. Whether things are good, or bad, change is a certainty and always on the way. (That's a play I would bet my entire net worth on to the penny, and even borrow more)
I have no "agenda". I'm an operator "sitting in a similar chair, at a similar desk", and any "agenda" in itself is ridiculous in every way, and I have little respect for anyone with one, as it just display's their inadequacies and lack of understanding, skill, and experience. My interest is in the ops, the execution, and sitting in that seat, an great interest in how people execute (or not) and the creativity in which they do so (or not).
Like virtually everything, lots of plays for shorts, for longs, and even those clinging to the microscope. (DT's) So many different (profitable) plays on a consistent basis no reason to DT.
I saw a mention of "uncharted territory". Pretty much sums it up, but as above (change) a correction and pullback is certain, the bulk of such probably having to do with tax consequences, but then again, I think people and their lack of patience and understanding may very well miss the mark per se.
Nice gain(s). Good year. Personally, I'd like to see where the new support lays, and as above, will double down yet again, and, as always, I think people should be much more wise, and careful in timing their entry and establishing their positions-You can't go wrong with this one buying at the lows, that is clear from any point in it's history.
Many will deem this a miracle. When your waiting patiently, it's not difficult. (DT's are perpetually ready to jump...so..)
Either your attached to a microscope or your waiting, observing..."hunter" approach......just "waiting for the shot".....might be Tuesday, might be January, might be March....
I see mention, and hear in life of "gambling". I don't gamble, and I take my cash, profits, and positions deadly serious.
I think anyone entering at the 2018 lows will do extremely well...(in 2018). I think these guys are going to continue expansion and acquisitions, NJ going to work well, and longer term this organization will accomplish much more than people think. (Which, again, from my specific chair and desk is just an effortless and simple process.....)
Starting to get hit with a wave again, little busy....and while I wish all the best for the new year, personally as well as gains, my greater wish is that people learned something...
