Yeah, I just joined the FB group and was reading a member's DD. A snippet regarding NY: 4: MMEN will dominate California. It has approximately 6% market shares right now, most of them are in Southern California, but MMEN has many more pending acquisitions in Bay Area. California is projected to have 11 B market for MJ sales, which most of them are sales in black markets. California’s 11B is larger than Canada’s whole market (1.8 B medical + 8.7 B Rec). In comparison with MMEN’s US major competitors, Acreage only has a cultivation license in CA, and Curaleaf only has manufacturing licenses and mobile dispensaries without retail stores. This is huge first move advantages for MMEN comparing its peers in California. In addition, New York is an important market which only allow 10 ROs, and MMEN own two of them (20% share in NY).
Here is the link, but not sure if it will open since it is a closed group. Lots of good info there, too, from savvy investors.
IndustryParticipant I see you recognize some “short comings” with Medmen and also some positives. It is a plus for me and the Medmen board that you have your eyes here and are sharing the knowledge from your expertize. I was watching Medmen since they started. I left TRTC before they split with some profit and had CRON but got out. Today I bought shares of Medmen @ 2.60. I see great potential. The MedMen and PharmaCann Business Combination look to be special and should lead the “New Medmen” company to great success! I look forward to your posts. ZenMan
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