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weedisgreen

03/08/21 10:48 PM

#68676 RE: N.C.LUCKY(7) #68675

Yeah... we both know the pain. Early May should be their next earnings. If it ends up showing signs of strength over this last earnings which showed improvement, we might go into the summer on a good note this time. I won't mind as much(if good note) as long as we head up for the next earnings after summer(I'll still complain however).

Australia has quite the shortage right now, but I am not sure if we were or are able to ramp up supplies there. I read something that makes me belive Canada has so much red tape for exports, it takes 3 months to ship out. Because we don't get updates anymore, it's hard to tell how we might be doing other than reading the local papers where we ship/do business.

Isreal was/is pretty disappointing in what was rolled out there, and we are now discounting our products by 10% because of the piss poor quality we shipped (not properly trimmed). I got an impression our second best brand is not even going to be restocked. (Google translate is awesome)

So Martin told us in past earnings they were going to focus on high margin vs volume, so when I read people complaining we are not selling as much quantity, they just didn't pay attention. Honestly however, I thought we could have done better on the market share.

I am also very concerned that Singer sold out. I have a hunch if he didn't get his way with something. He cried like a baby and sold out to show his displeasure. It could also be he knows the next earnings is going to expose bad news. We will find out soon enough.

I am also concerned about some points raises that Martin is only keeping things afloat long enough for him to get his shares, where he will then walk. I don't believe that's what he is doing, but honestly if last year acb was going to fold, it made complete sense for him to get things situated long enough so he get something. I don't think that's whats going on, but it is possible.

I keep thinking them being so silent anymore is because something exciting is brewing, but data, like now selling sun, shows we are still in a weak situation imo, so it makes sense to keep getting more and more lean and focus on high margins low volume things.

weedisgreen

03/08/21 11:01 PM

#68677 RE: N.C.LUCKY(7) #68675

I am also not too excited about Mexico going legal in regards to acb. Former Mexican President Vicente Fox serves on the board of the global medical marijuana company Khiron. My guess is we won't get too much business unless acb is somehow related to that company.