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Re: the third leg post# 6239

Thursday, 09/19/2019 12:58:59 PM

Thursday, September 19, 2019 12:58:59 PM

Post# of 7743
LOL enjoy the cocktails, thanks for the thoughtful note and I look forward to hearing any findings from the AP visit. It seems that type of DD will go a long way here. I can't help thinking based on what we know as of now that the Dixon's etc. have a true opportunity to find real upside, the valuation is absurd and the upside immense if they start posting positive numbers. If you talk to your friend kindly mention that we would like to see how AP etc plans to evolve product, strains etc and combine with pricing to take ground...Streamlining costs and continuing to serve better product and passing some pricing along to end user's, while Black Market is still competing is a compelling method to further penetrate marketshare on these top-heavy cats. imo as an ex-operator...

Again thank you for the note!