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Re: playofthedivine post# 9782

Friday, 08/03/2018 11:03:42 AM

Friday, August 03, 2018 11:03:42 AM

Post# of 13669
I think the issue revolves the nature of regulation impacting roll-out. California is effectively Colorado in '09/'10. It will be a huge market but people are jumping through hoops to get on-line. As such, I think a 30% conversion on Cali would be a win. As for Canada, the regulators are slothen. Accordingly, I'm seeing the same type of #'s as Cali. I know there are plenty of other markets but, with those as the two largest, my hope is we see an overall 30% convert and a nice increase in deferred. That would be a big indicator of a future home run for me.
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