Replies to post #910 on Origin House (fka ORHOF)

[mauiguy2]

John, I'm looking at it from a different angle. Yes, I will agree that it's the number of ORHOF shares you hold when the deal is consummated.

HOWEVER, it would appear to me that the value of our ORHOF shares now becomes less important. Instead, it's the value of Cresco shares that becomes all important. Hypothetically, ORHOF could move to 10 before the merger. But, if the price of Cresco is only at 11, ORHOF shareholders would be on the losing end and actually lose value in the merger. But, yeah, the market would not let this happen.

Anyway, it's the value of Cresco that we need to watch. At this point in time, I would buy shares of Cresco instead of ORHOF.

Does anybody want to punch holes in what I've written here? This deal is a bit of a head scratcher. But, I believe in ORHOF management and I will continue to hold.

[cartonet]

In case of take overs you will always see discounts of up to 15% on the targeted company because of uncertainity of deal going through. This was so with IAN / MPX for instance. So if one is positive on US weed sector in general and CL combined with OH in particular and believes deal goes through (or OH gets a larger offer from a third party) then buying OH here is a no brainer. And thats what I just did yesterday towards end of day as the gap widened to 12%