Medicine Man Technologies Inc (SHWZ)

[In Plain Sight]

Kudo's to Damacon's synopsis. I noted a few things of what I think added some value: Analyst coverage has grown based on the que. More on this call than ever I believe. The decision on interim CEO may be a "we have our man" already and the BOD wishes to see how his stewardship goes as he was a CEO previously. Finally, the market's rapid growth in start-up competition is going away according to their estimates.

My takeaway is a Green Thumb approach of slower organic growth and making the most of the existing footprint they built out in the last 2-years. For instance, a new dispensary per Q based on curtailed expansion or a one-time smaller buy in the OK-TX border or the West/Mountain area in CO (if mass generated in geographical proximity is keeping the regional approach) Perhaps not sexy, but should be a viable business despite the message board thrashings looking for a new trade entry (So, the company still will be the big fish in their regional small pond) Keeping tabs on the controller and treasurer functions are key to managing the favorable refi of debt --and that is my pinkish-red flag.