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Re: drugmanrx post# 2201

Sunday, 03/28/2021 11:54:28 PM

Sunday, March 28, 2021 11:54:28 PM

Post# of 2405
That is true. The planet has billions and Canada can export and make deals without the fetters that bind the US producers. As it stands now the US is like 52 little individual countries. The challenge for the US companies is that they have to do all of their growing, processing, distribution and sales in each state. Hard to make economies of scale possible. Even with some legislation interstate commerce is years away in my opinion. I hope not, but realistically it is a ways off. California and other costal states may be able to manage exports but who knows. The smart guys are sharing branding and IP for future consolidation. California does have a larger population they also have much more competition due to the saturation of the market there. New York, we will see what they manage. It is a challenge (and expensive) to grow good weed in the north but it is possible. 2.0 and 3.0 CPG is where the gains will be made. A lot depends on how the politicians handle the situation. Infighting will just cost them their first mover advantage while cooperation will make them unstoppable. It will be interesting to see which they will chose. There is never a dull moment in the cannabis space. If they actually free the plant it will be amazing. Biden seems to be balky and backward which is surprising but not really. He is old and of the “demon weed” mentality. It is too early to tell which way the legislation will go but I am here with my popcorn.

Anything I post is my opinion only and subject to change on a whimsy