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Re: DandiDon post# 46066

Wednesday, 08/29/2018 8:02:38 PM

Wednesday, August 29, 2018 8:02:38 PM

Post# of 52915
Don, I think the messaging was solid but no I think it will have minimal effect on SP. It didn't seem to be being used for that purpose quite honestly. It was just Mark and Brett being themselves and telling us what's going on as is typically the case as I have witnessed it. There messaging always seems to be pretty straightforward but in no way did I feel that they were being aggressive or pumping rather just giving an update. I will say it was more brief than I expected but good for them for staying on point.

I would caution that they don't lose focus on what is garnering interest... which is turning revenue and talking about it. Quite honestly I don't want to see the narrative shifted this quickly to dispensary talk as important as it is the the vertical integration strategy. Keep hammering on harvest yields and what cha got and how much their worth and how much your selling and to who and how often. We like pictures of Rubbermaid bins going out of the facility to eager customers. Market likes to see those % over last year and last quarter messaging whether it has been audited or not. JMHO

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