Medicine Man Technologies Inc (SHWZ)

[In Plain Sight]

Looking at the numbers and the SHWZ specific picture two things stand out.

One, we had almost no sales from dispensary ops last NOV of '20 to compare...or did we? Bueller? The company was still in the process of converting itself into a retail-based firm from a consulting firm. Are, our margins good? I see the case for less drama here as what really are we comparing this possible multi $MM "loss" as imagined to? I think there is plenty of room for upside surprise and in terms of what is available vs what was not previously, but with that flat to a penny or two.

Two, The numbers are cyclical. Looking at the charts is there a fade in each Q4 for CO historically? There is. Does anyone think SHWZ doesn't look at those charts and illustrated patterns vs their metrics when making its forecasts? Has SHWZ outperformed the rest previously? Have they grown sequentially Q over Q and YOY? Hmm?

Everyone has a perception or gut, looks at things (facts) draws conclusions and makes the best argument for supporting or wargaming their agenda. I think Steve's observations are well noted but I disagree with his conclusion as to the degree of impact as we don't have the rest of the numbers (DEC) and only management's prior guidance as a means to guide us with their thoughtfulness (consider grocers historically have much tighter margins of about 3%) Dope's (margin) is much better for those who know what they are doing. Dude.