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LongMJ

08/03/18 11:03 AM

#9783 RE: playofthedivine #9782

I think the issue revolves the nature of regulation impacting roll-out. California is effectively Colorado in '09/'10. It will be a huge market but people are jumping through hoops to get on-line. As such, I think a 30% conversion on Cali would be a win. As for Canada, the regulators are slothen. Accordingly, I'm seeing the same type of #'s as Cali. I know there are plenty of other markets but, with those as the two largest, my hope is we see an overall 30% convert and a nice increase in deferred. That would be a big indicator of a future home run for me.