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RiversRun

01/19/21 11:32 PM

#8224 RE: bgATL #8222

I agree that AYR will most likely be a good hold for Liberty shareholders over the next year.

That said, I believe that if Liberty holders vote this deal down and go it alone, we have an easier and quicker path to a 3X-5X here.

With continued growth and 40+ dispensaries by EOY 2021 (assuming our grow is consistent and issues behind us, plus FLDOH edible kitchen approval), there is no world in which this isn't at $2.00-2.50 in 12 months.

Assuming the MORE and SAFE Banking Acts pass (which they will), cheap financing will be available to expand cultivation in ramp up to the eventual 2022 yes vote on Rec in FL and the subsequent Jan 2023 rollout of legal weed in one of the world's largest destinations...

With decent management, there is no way this isn't trading at around $3-5 in two years.

For us to triple as AYR holders, AYRWF will need to be at nearly $90 (perhaps higher as they continue to dilute in efforts to grow aggressively now).

Liberty, as a standalone, won't need to dilute at all. We are profitable and have already financed all the growth necessary through EOY 2021. Hell, if things were managed properly, we could actually buy back some stock (highly doubtful, but possible). Either way, we would have no need to accumulate any massive debt to expand sufficiently to be a true $1-1.25 Billion dollar cap company by 2023.

Also, don't forget that this round of M&A and consolidation, is really just the first round...this industry is still in infancy stage here in the US. By 2025, FL might be the crown jewel of the segment. With all the money out there...in terms of Big Pharma, Big Alcohol/Tobacco...this thing is true 10-20 bagger by 2025...

No brainer, vote no if you want to make real money here. Or, if you bought in at 0.28-0.35, enjoy the peanuts the market makers "allowed" you to have. I am assuming that most of you that bought in the 0.30's didn't really need this money tomorrow. If that is the case, what you really need to ask yourselves is: can Liberty, as a standalone entity, grow our $ quicker, or will AYRWF do that?