Auxly Cannabis Group Inc (CBWTF)

[hfb46]

Researcher11, you are correct about all the mj stocks being in the doldrums lately. But Spetty raises an issue that I myself have been concerned about. I am reading reports that some of the provinces such as Alberta are planning on restricting the number of licensed suppliers both in number and in percentage of total cannabis supplied to the province. Manitoba has announced their approval of only 4 licensed suppliers and CBW has access only through their relationship with NAC. There is reportedly political pressure in Quebec to restrict outside suppliers and give preference to "internal" (within the province) growers and suppliers.

If most of the provinces adopt similar restrictions and political/philosophical approaches to the licensure approval processes, then the more advanced/established companies such as Canopy and Aphria will probably have an advantage. I think it is reasonable to assume that companies with political or economic leverage will also have an advantage, and maybe Chuck's connections here will benefit CBW. (But if the provincial government tends to be more Conservative Party leaning, then that could also be a disadvantage.)

Therefore, I think the concern here is worth paying attention to. We should not assume that all mj growers will have equal access to all markets. This MAY be ONE reason why larger investors are waiting to see how events develop before placing huge bets on CBW, which would contribute to its being relatively undervalued compared to others in the space. JMO.