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baldingcontrarian

03/27/19 8:25 PM

#46651 RE: MagicCap #46636

Hang on partner.

The leaf one has 43 dispensaries
225mm cash
Cultivation up the wazoo
Is in limited license states mostly
High density areas

And is a big player in retail CBD

The Canadian farmers are not going to be making money in US unless they buy US companies
After MJngets descheduled

So the leaf one has the largest footprint of any MSO in USA
And already has more SKUs at CVS (so much for just being a regulated cannabis vertical)

Than CVSI

Also the leaf one has guidance of 400mm rev
100mm cash flow

225mm cash

So there’s some more color on your bias and jaded summary

TrumpsVP

03/27/19 10:41 PM

#46669 RE: MagicCap #46636

Perfect post.