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Re: happyglass post# 171

Friday, 03/11/2022 7:32:56 PM

Friday, March 11, 2022 7:32:56 PM

Post# of 191
Well time will tell. They've brought on a couple of brands, it will be interesting to see what they do revenue-wise. Even if overall marijuana sales seem to have slowed, there is a lot of room to squeeze the margins. I imagine they'll grow some biomass and still buy some too, but even growing SOME of their biomass is going to shrink their COGS. Like I said, time will tell. Until I see something in the financials or PRs that says otherwise, I still think this company could grow itself at least into a tier 3 player before they'll eventually get taken out. By Trulieve? By Schwazz? Who knows? SO far I still like my odds with this one. I'm in no hurry. This industry is still pretty nascent.

Numbers don't lie. People do.