pottsvision Sunday, 05/31/20 10:59:06 PM Re: Drugdoctor post# 4646 Post # of 4954 "But investors were told differently " Right... a few deals have been cancelled and we have no clear path to the 100m needed to pay for the deals... dilution is going to limit upside and it may be excessive, and upside is diminished as revenue estimates have been reduced significantly. Long term, if the company gets it together, its a solid investment with great potential. I'll be looking to buy back in when things look more certain - until then I can't justify the significant allocation that SHWZ/MDCL once received and it now holds a reduced position in my portfolio... this is also an attempt at market timing - we'll see how that pans out. News can change quickly - everything can change with *one* pr... but after missing the sector rally there is a reasonable chance that SHWZ gets hit as the broader market pulls back (as it is due to do). My biggest concern right now is dilution - everyone knew it would be significant, but increased EPS was to compensate... No news + the riots could limit any bounce off current levels, and may cause a further dip... news of excessive dilution could be devastating. I think near term its easier to make a bearish case than a bullish case (though again this can change quickly). Been bearish since the chart broke down at 2... will reassess upon news updates and look for any buying opportunities, a retest of the low 1's would almost certainly make for a double bottom... risk from that price is significantly reduced.