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Re: None

Thursday, 11/19/2020 1:06:28 PM

Thursday, November 19, 2020 1:06:28 PM

Post# of 4088
Guys TONS of amazing stuff in the Q&A too - basically I'm just a lot more bullish now. I think at least I was missing where the growth was going to come from. We were all just hoping for deals (which they apparently have but can't announce publicly yet) - but they were right when they said the growth of those products as the market expands is important. They're close to that market share on some of their products in some markets, which is crazy.

I did want to clarify 2 things from my previous:

1. The 65 SKUs in Q3 and the 185 in this presentation had something to do with across canada vs provinces, I honestly don't understand what it means. All I know is it seems it was apples and oranges so ignore my commentary on that.

2. There was tons of talk about US, its complicated because it sounds like they have a plan and may be in talks but don't really want to say anything. Not sure on this either.

That's it, I'm bullish, and I'm done for the day. GLTA!