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Re: N.C.LUCKY(7) post# 60184

Saturday, 12/28/2019 2:22:50 PM

Saturday, December 28, 2019 2:22:50 PM

Post# of 70340
Yeap and agreed. The fact they came up with 50 cents with assets alone is awesome! I also did go back and look as it appears they have access to 360 to 400m. They already stated in the last cc they don't believe they will need to use all of it. They said they cannot provide better guidance due to health Canada/Ontario as well as one other thing(would need to go back and read again) for this quarter. I believe I also read where they wanted to be conservative and simply stayed this quarter will be like the last quarter... I have a gut feeling they went with that as they don't believe it could have gotten worse than the last q. Note I say "WORSE" only in the sense of recreational sales as overall the last cc pointed out many awesome things. Also on the flip, I have a hunch the lost german medical sales will erase any good they got from being ahead of everyone else with 2.0 and how they were able to release it early...only for this quarter obviously. I really think going into this next quarter we are going to be setup in a very good way. Note I also reread where Singer talks about Peltz and the verticals coming, he stated it will be rolling out in 2020 and that is when we will all see how focused they have been and their strategy. I am hoping we get a nice surprise Jan 1 2020, but my guess is their story will start to roll out over the next few months..not sure what anyone else's thoughts are.
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