Replies to post #95417 on Canopy Growth Corp (WEED)

[hiroller12x]

or a third scenario of 1 beat down on 11/14 that to me really means very little in relation to L day going forward, and 1 huge Q improvement with rec included but still partially mitigated by startup growing pains with dispensary issues, online fucked up delivery, stamping problems? (I'm a US guy/what's up with that?) shortage of supply which could have been anticipated given no sales track record (off the charts and sold out before dinner time as we know.). I think Feb'19 is still "half a loaf"

IMO May'19 better be stellar or many or all of us are going to wonder why...and the media and the street will be relentless. I believe STZ and Bruce have it all in hand and by then the marathon will have started for real....all the best to you stocker...the board and all longs. Next week will be the line in the sand between "the old and the new' that has been in maturation mode for years...and now down to months. SO COOL...here we go!

[Young_Wild_and_Free]

I don't know why anyone would be expecting a big upside earnings surprise. Probably no rec in the numbers yet, but all the cost of gearing up for rec is already there, as it has been for the past several quarters. It's been clear from management that this is not the time to manage for earnings. To do so would doom the industry's biggest player to become a small timer. No surprises is always better than unpredictability. Bruce has been pretty matter of fact about earnings expectations all along.