Trulieve Cannabis Corp (TCNNF)

[GE_Jim]

You know, the problem with overextending is you don’t realize it until you have. Businesses in this very young field are having s difficult time gauging the expansion needs vs the growth potential. That will all level out in time. I’ll just say they have a good footprint now.

The 2 pr’s last week should be viewed as net positive as they will be just that, but it’s the awareness that I find refreshing, mixed in with perhaps a little bit of learned wisdom from mistakes made.

And it fits with the laser focus statement they have been making since the start if the year.

Yes, there is and will be price compression as we have discussed for some time now. Yes, there will be a reduction in the number’s players in this field, were still a ways away from the old “kiss the competition’ move yet as there are nobody in any kind of position to run that game. In time, but not now.

Did TCNNF make some mistakes, yes, as it’s impossible to run a perfect business model without ramifications in this young sector. That’s ok, they are learning.

I like where the focus has been this year, now we still have, at some point, SAFE and then full legal, both will change the company numbers when they file those 10Q/10K’s. And I would think shortly after that a move to the big boards.
All in due time.