Replies to post #2835 on Canopy Growth Corp (WEED)

[DrGreenthumb]

If it is even half as good as expected, we are in good shape.

The thing I like best about Tweed is that they are focused on growing marijuana. Different varieties, which will entice patients of other MMJ suppliers, but not new technologies or accessories. They are focusing on high volume and variety of the product that needs no introduction. This is a guaranteed winner. If Joe Schmuck can buy and sell even low quality marijuana for substantial profits, just imagine what Tweed can do with such a facility.

People should also not discount that many "patients" can buy as much as they like. I know people who buy AND SELL medical grade marijuana. There is still a cut to be made reselling at even these prices!

[TMEvans]

I'd caution you not to get your expectations too high...

... Let's keep one foot firmly planted in reality.

We've alread surmised elsewhere on this board, using various assumptions etc, that they may need 20,000 to 30,000 customers to consume their full potential capacity... And they have to grow into that kind of output (literally!)

I wouldn't expect them to have signed up more than a thousand or two within the first few months... It may take them a couple of years to ramp up completely.

If I'm wrong, great, I'd rather be pleasantly surprised. I will temper my expectations and in time I won't be disappointed.

Again, my interpretation from the interviews and news releases wasn't that they were exceeding their expectations on overall sales, but that sales per patient were ahead of their conservative estimates. Time will tell!