Medicine Man Technologies Inc (SHWZ)

[damAcon1]

In general the 'top-MSOs' will face cost compression some time in the future...and that is when SHWZ (operations) will really shine! IMO most of them are only doing as well as they are because they have the money to continue to focus their business on the underdeveloped states...locations where they can sell schwag and people will pay an arm and a leg for it. There is a reason why most of those companies arent focused on Colorado or California...or any other unlimited licensed state. They cant compete! They need to hide behind, and protect, the limited license in order for them to be successful. There is a reason Trulieve has 80%+ of the market in Florida (insert husbands lawsuit <here>) but some of the others are entering the market and undercutting the cost of flower (Cresco). It will be interesting to see how it play out, but most have buffered themselves with other (underdeveloped) states to help. I wish MSOs were required to report earnings/operations by state. There is a reason that they dont...and it's because each has one or two locations where they thrive and it is what is keeping (most of) their businesses afloat.