Charlotte's Web Holdings Inc (CWBHF)

[yanquitrader]

My thinking is that Q2 will be a wakeup call - both accelerated revenues/earnings and forward guidance. Q1 shouldn’t have been a disappointment as the Farm Bill had just passed and the foundations possible from that were only just getting implemented. But the market expected an immediate improvement. Q2,Q3 and full year will likely be on the high side of guidance- accelerating each quarter. I still don’t think the market fully gets what is happening here.

Don’t think we need FDA or legislation to put us back into beast mode. Just quarterly updates. Cali news will accelerate that. And the company hinted at deals being negotiated - we haven’t heard anything specific on those yet. We’re in a powerful, powerful position for pps growth.

As always, jmho.

~ yanqui