As I've mentioned to you before, shareholder loyalty to cannabis has to be long term.
Take advantage of these PPS prices while they last.
Revenue effects of Cannabis 2.0 won't really be reflected until the 2nd Q ER's of 2020. Ramp up is only starting in the first calendar Q.
IMO, it won't be until year end that I believe the product providers will be able to properly "right-size" production to meet demand, and start to really understand which products are winners.
As a follower of the retail cannabis stores, I've also become aware of sensible operational problems they have that are dictated by the provinces.
Foremost among them is Alberta's prohibition NOT allowing a chain of dispensaries to move product around between stores.
For example:
Product A sold out in Store #1.
Product A is not selling well in Store #2.
Product A cannot be transported from Store #2 to Store #1 to meet demand and right size inventory levels.
This forces Store #2 to reduce Product A prices to try and move it off the shelves, thereby negatively impacting margins.
It goes against everything one learns in business schools.
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