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Re: None

Monday, 08/08/2022 4:49:28 PM

Monday, August 08, 2022 4:49:28 PM

Post# of 189
Some more of the smaller private operators going out of business and, not a lot of upside for the public plays on a space that maybe, looked very attractive given their, really discounted valuations and interesting and differentiated and solid businesses, if you took out the challenging macro environment and that includes, one of my, one of the names I've long pitched is Lowell Farms.

I think Lowell (OTCQX:LOWLF) has a great business. It has a real brand. It's recognized amongst consumers and you even see it bear fruit with some of their licensing deals that they've announced. They have licensing deals with Schwazze. They have licensing deal with Ascend. There's a lot of interesting opportunity for Lowell, but I think that in the near term that that's a real headwind for both the publics and the privates in California
https://seekingalpha.com/article/4531453-cannabis-micromacro-picture-podcast-transcript

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