CV Sciences Inc (CVSI)

[jefra1965]

Lots of truth. I’d be surprised if the cheap brands are making money. There is a balance between price, volume and profitability that must be achieved. Only those that can manage a profitable PNL will exist at the end.

The risks exist if the FDA drags it's feet. Shelf space and market share has been lost. But like you said, those smaller operations are unsustainable. Regulation will kill them. And the stores will start reducing the brands they carry.
These small companies still have to make the FDM list, which in NOT easy without the scientific work, regulation compliance and scaling capacities. Only a few companies are in this list, some are struggling more than others but how many can say that they move $50M a year in products and can move $150 to $200M within a year?

The FDMs are NOT ONLY the biggest opportunity out there right now, but the fastest.

There will always be risks n the markets but we chose to invest in the OTC. What I would like to see more often is facts, numbers, thesis and ideas about the different companies and the market as a whole but backed by proper DD. That all.

Let's turn this around a little. Do you think is safe to buy CWEB @ 10+X price to sales right now???

LONG CVSI (with all the current risks.)

PS. And I will keep buying.