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geodcan

09/01/20 3:48 PM

#1246 RE: happyglass #1245

Accounting principles are guiding management now that Linton is on the sidelines but the dream is still the same. The difference is the money has dried up or gotten very expensive, other than this story. STZ secured this for $5 billion Canadian because they saw it as essential to their wellbeing. Canopy still has a couple of billion and came up with more cash to rewrite the deal with Acreage at far better rates than the last time Acrgf went to the street for short term money. Acreage was beaten down so bad that they could have just bought it if it wasn't for fear of the Feds coming down and making an example of them. They didn't do that and still see it as essential or something similar. They do seem to have hedged a bit with the Terrascend connection. Canopy knows that beverages are going to generate the most dollars unless someone pulls a rabbit out of the hat and cures cancer and have a huge push on for them, right down to licensing the brand to Acreage to keep the momentum and help get Acreage to generate some revenue. Some of those other MSOs that u talked about are busy with their own lines of beverages because of the success they are having in Canada. Consumers are speaking and the message is that we want beverages. My Tinley is on sale today after a fluffy news release where investors didn't like some of the news and they have award winning products, in great looking packages, in California so far. Canada is in the crosshairs but expediency isn't on their to-do list, it seems. Not like Canopy with Acreage and a beverage line. Maybe I have tunnel vision or my crystal ball is wonky so it's good to get some feedback from smart investors. glty and dyodd