I agree with your analysis of the over all market and the eventual success of the Canopy/Constellation/Acreage triad. I lack your patience tho. I rode Canopy up and switched a bunch to Acreage for the arbitrage but with them canning Bruce and then the change in the deal for Acreage I took the loss and the rest of my Canopy and shifted to other companies in the space and a few in vegan nutrition and alternative energy. I will come back here for sure tho when Constellation buys up the whole works. They modified the deal Bruce wrote that limited them to less than 50% ownership so I will buy Constellation on the dip after they have to either issue shares or pay out cash for the takeover. I think that is a long way off at the moment, particularly with the limp offerings the election has turned into. There are other jurisdictions with more upside imo. I do not mind doubling 15 cents altho those $5 days in Canopy were a trip! I have some Canadian retail and an extractor a couple of US MSOs that are focused on branding and international companies that, crazily seem to have less headwinds than the triad. I have no doubt they combined company will be a force to be reckoned with but they have so much legacy weighing them down right now I think it will be a while. Just my opinion but you folks here have given me such good info over the years I just want to express my thoughts to you. These are strange times and if Im off base I would love the feedback. If I was in the position to rent shares or willing to short and stuff I would have a different plan but my accounts are canadian and registered for tax purposes and therefore Im restricted in my choices. Even tho Im not presently invested here I will always have a vested interest in how things are moving. If this gets any momentum I can be back with the click of a button. Ain't technology grand :)
Anything I post is my opinion only and subject to change on a whimsy
